GEOFAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEOFAMILY FOUNDATION (EIN 27-4272105)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-27
- IRS object ID
- 202023019349100807
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-27T10:50:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274272105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOF | BusinessNameControlTxt |
| Phone | 8558340350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R GIOVALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8558340350 | PhoneNum |
| Signature | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA BLUNT | PreparerPersonNm |
| PTIN | P00075126 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2020-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.140.217.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-06 | IPDt |
| IP Tm | 14:19:34 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A8C3396A5B0015E5743B00C0A1700B55640567D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,248,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $826,237 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $94,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $459,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $459,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $459,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,380,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $554,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $133 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,170 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,170 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $571,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $809,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,072 | CashBOYAmt |
| Cash EOY | $2,939 | CashEOYAmt |
| Cash EOYFMV | $2,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,020 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,515,724 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,323,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,200,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,562,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,371,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,248,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,562,119 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,371,881 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,562,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,371,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,562,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,371,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,562,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $809,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,371,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,371,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $459,800 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2 | CostOrOtherBasisAmt |
| Gain Or Loss | $459,798 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $459,798 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $459,798 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $385,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,412,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $291,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,685,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,713,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,678,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,644 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,366,222 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033663 | DistributionYr5Rt |
| Total Distribution | 0.201535 | TotalDistributionRt |
| Average Distribution | 0.040307 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,797,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $475,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $480,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $516,678 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,272 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,178 | OverpaymentAmt |
| Applied To ES Tax | $2,178 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WELLS FARGO BANK NA | IndividualWithBooksNm |
| Phone | 8558340350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL6 D4001-065 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER R GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | PRESIDENT | 0.75 | $0 | $0 | $0 |
| DANIEL G GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MICHAEL A GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MARK N GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | TREASURER | 0.50 | $0 | $0 | $0 |
| JOHN GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VIRGINIA GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HILARY GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HELENE JOHNSTONE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMIE GIOVALE | ||||||||
| 450 S RIVER RUN ROAD | FLAGSTAFF | AZ | 86001 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,786,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,976,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,976,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,797,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,094 | TotalTaxAmt |
| Distributable Before Adj | $584,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $584,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $584,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $516,678 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,094 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $511,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $584,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $494,573 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $494,573 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $562,668 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW DAWN AZ | |||||||
| 718 NORTH HUMPHREYS | FLAGSTAFF | AZ | 86001 | NONE | PC | PUBLIC HEALTH | $10,000 |
| AZULITA PROJECT INC | |||||||
| 416 N SITGRAVES SR | FLAGSTAFF | AZ | 86001 | NONE | PC | PRAXIS, EDUCATION, AND LENS ON THE BORDER SHOW & GENERAL OPERATING FUND AND FILMS | $46,000 |
| FLAGSTAFF ARTS COUNCIL | |||||||
| POB 296 | FLAGSTAFF | AZ | 86002 | NONE | PC | DEVELOPMENT CONSULTANT AND STAFF COMPUTERS | $15,000 |
| FRIENDS OF CAMP COLTON | |||||||
| 3825 E SPARROW AVE | FLAGSTAFF | AZ | 86004 | NONE | PC | ED SALARY AND MASTER PLAN & DEVELOPMENT PLAN | $70,000 |
| FRIENDS OF FLAGSTAFF FUTURE | |||||||
| PO BOX 23462 | FLAGSTAFF | AZ | 86002 | NONE | PC | COMMUNITY ADVOCACY | $10,000 |
| GRAND CANYON YOUTH | |||||||
| PO BOX 23376 | FLAGSTAFF | AZ | 86002 | NONE | PC | YOUTH PROGRAMS | $31,000 |
| HERO WOMEN RISING | |||||||
| 7 DOMINGO RD | SANTE FE | NM | 87508 | NONE | PC | WOMEN HUMAN RIGHTS | $40,000 |
| LOWELL OBSERVATORY | |||||||
| 1400 W MARS HILL RD | FLAGSTAFF | AZ | 86001 | NONE | PC | GLOBE PUBLIC PROGRAM DEVELOPMENT AND TRAINING | $8,445 |
| PINE FOREST EDUCATION ASSOCIATION INC | |||||||
| 120 W KAIBAB LANE | FLAGSTAFF | AZ | 86001 | NONE | PC | FOOD PROGRAM | $22,000 |
| PINE FOREST FOUNDATION | |||||||
| 2257 E CEDAR AVENUE | FLAGSTAFF | AZ | 86001 | NONE | PC | TEACHER TRAINING, BEAUTIFICATION, KITCHEN AND FOOD PROGRAM, AND WINTERFAIRE | $7,000 |
| SUNNYSIDE NEIGHBORHOOD ASSOC OF FLAGSTAFF INC | |||||||
| 2304 N 3RD STREET | FLAGSTAFF | AZ | 86004 | NONE | PC | MARKET OF DREAMS FARMER'S MARKET | $3,500 |
| TERRA BIRDS | |||||||
| POB 605 | FLAGSTAFF | AZ | 86002 | NONE | PC | AGRICULTURAL YOUTH DEVELOPMENT | $20,000 |
| TOLANI LAKE ENTERPRISES | |||||||
| HC-61 BOX 320 | WINSLOW | AZ | 86047 | NONE | PC | STRENGHTENING NATIVE AMERICAN COMMUNITIES | $20,000 |
| 'AHA PUNANA LEO | |||||||
| 96 PUUHONU PLACE | HILO | HI | 96720 | NONE | PC | PRESERVE AND PROMOTE THE HAWAIIAN LANGUAGE | $7,000 |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 2201 E CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | PC | RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PREVENTION OF CRUELTY TO CHILDREN AND ANIMALS. | $17,000 |
| CAPOEIRA AMIZADE FLAGSTAFF | |||||||
| 213 SOUTH SAN FRANCISCO ST | FLAGSTAFF | AZ | 86001 | NONE | PC | STAFF SALARIES | $12,600 |
| SAN MIGUEL-CASA INC | |||||||
| 2418 HARRIS BLVD | AUSTIN | TX | 78703 | NONE | PC | FAMILY PLANNING | $10,000 |
| FLAGSTAFF FAMILY FOOD CENTER | |||||||
| 1903 N 2ND ST | FLAGSTAFF | AZ | 86004 | NONE | PC | COMMUNITY FOOD SERVICES | $3,000 |
| GLOBAL IMPACT | |||||||
| 1199 N FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | NONE | PC | DECOLONIZING WEALTH | $7,000 |
| GRAND CANYON TRUST INC | |||||||
| 2601 N FT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | PC | LEADER SHIFT PROGRAM | $11,000 |
| LAMP STAND INC | |||||||
| 822 W BIRCH AVE | FLAGSTAFF | AZ | 86001 | NONE | PC | LEVELING THE PLAYING FIELD | $5,000 |
| NORTH COUNTRY HEALTHCARE | |||||||
| 2920 N 4TH STREET | FLAGSTAFF | AZ | 86004 | NONE | PC | FAMILY MEDICINE RESIDENCY PROGRAM | $20,000 |
| THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||
| 100 WALL STREET 10TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | OCEANIC POLLUTION ABATEMENT | $10,000 |
| PACHAMAMA ALLIANCE | |||||||
| PRESIDIO BLDG 1009 PO BOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | SACRED HEADWATERS PROJECT | $15,000 |
| INQUIRING SYSTEMS INC | |||||||
| 101 BROOKWOOD AVE 204 | SANTA ROSA | CA | 95404 | NONE | PC | WOMEN BRIDGING WORLDS | $12,000 |
| POORE MEDICAL CLINIC | |||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | PC | BEANS AND RICE | $5,000 |
| PROPEL NONPROFITS | |||||||
| 1 SE MAIN ST SUITE 600 | MINNEAPOLIS | MN | 55414 | NONE | PC | RETURNING BUFFALO TO NATIVE LANDS AND COMMUNITIES | $7,000 |
| THUNDER VALLEY COMMUNITY DEVELOPMENT | |||||||
| 290 EMPOWERMENT DR | PORCUPINE | SD | 57772 | NONE | PC | LAKOTA COMMUNITY DEVELOPMENT | $7,000 |
| WHITE AWAKE | |||||||
| PO BOX 5285 | TAKOMA PARK | MD | 20913 | NONE | PC | SOCIAL JUSTICE | $2,000 |
| TANKA FUND | |||||||
| 287 WATER TOWER ROAD | KYLE | SD | 57752 | NONE | PC | RETURNING BUFFALO TO NATIVE LANDS AND COMMUNITIES | $10,000 |
| WILD ARIZONA | |||||||
| PO BOX 40340 | TUCSON | AZ | 857170340 | NONE | PC | ENVIRONMENTAL CONSERVATION | $22,000 |
| ARAWAKA | |||||||
| PO BOX 278 | RIBERA | NM | 87560 | NONE | PC | CONSERVATION, SPIRITUAL DEVELOPMENT | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,545 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $459,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $554,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $554,619 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFAMILY CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S RIVER RUN RD | AddressLine1Txt |
| City | FLAGSTAFF | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $826,237 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CORPORATE STOCK | NoncashPropertyDesc |
| Fair Market Value | $808,200 | FairMarketValueAmt |
| Received | 2019-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 29.4 SHARES W.L. GORE & ASSOCIAT | StockNm |
| EOY Book Value | $5,323,922 | EOYBookValueAmt |
| EOYFMV | $13,200,600 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $133 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $133 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,170 | Amt |
| Net Investment Income | $30,170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YEAR | $6,974 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,272 | $0 | $0 |
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