LIVINGRY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LIVINGRY FOUNDATION (EIN 85-0480537)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102928
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:41:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205949532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICCI & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 18TH STREET NW | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87104 | 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 | 850480537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVINGRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVI | BusinessNameControlTxt |
| Phone | 4155616400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 CAMINO MILITAR | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW UNGERLEIDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616400 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R REYNOLDS | PreparerPersonNm |
| PTIN | P00535985 | PTIN |
| Phone | 5053380800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.227.228.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:31:19 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D9E4F7C891ED06BC0BF12995F34D0C2F1DE3F895 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA486A3F91AF06969BBA26ACFDD351BC6C02EF50 | 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 | $2,031,956 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,128 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $139,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,207 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,077 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,131 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,608 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $423 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,889 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,425 | CashBOYAmt |
| Cash EOY | $94,083 | CashEOYAmt |
| Cash EOYFMV | $94,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,073 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $4 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $63,365 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $82,949 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $63,365 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $63,365 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $789,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $188,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,497,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,497,683 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $354,874 | OtherAssetsBOYAmt |
| Other Assets EOY | $376,825 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $376,825 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,761,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,031,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,031,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,761,895 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,031,956 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,761,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,031,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,761,895 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,031,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,761,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300,625 | OtherIncreasesAmt |
| Subtotal | $2,041,598 | SubtotalAmt |
| Other Decreases | $9,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,031,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADES SECURITIES - LONG-TERM | P | 2018-12-30 | 2019-12-31 | $245,506 | $157,753 | $87,753 | $87,753 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2019-01-01 | 2019-12-31 | $595 | $595 | $595 | |
| BROOKSFIELD INFRASTRUCTURE | P | 2019-01-01 | 2019-12-31 | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,437,635 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,499 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,442,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,907 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,377,434 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111009 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $203,534 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,455,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139790 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $229,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,482,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155109 | DistributionYr5Rt |
| Total Distribution | 0.630877 | TotalDistributionRt |
| Average Distribution | 0.126175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,431,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $960 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $181,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,828 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,334 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,334 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $415 | OverpaymentAmt |
| Applied To ES Tax | $415 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE TIDES FOUNDATION | IndividualWithBooksNm |
| Phone | 4155616400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29903 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW UNGERLEIDER | ||||||||
| 525 CAMINO MILITAR | SANTA FE | NM | 87501 | PRESIDENT | 11.00 | $72,000 | $0 | $0 |
| JAMES D GOLLIN | ||||||||
| 525 CAMINO MILITAR | SANTA FE | NM | 87501 | SECRETARY | 0.50 | $0 | $0 | $0 |
| DRUMMOND PIKE | ||||||||
| 525 CAMINO MILITAR | SANTA FE | NM | 87501 | TREASURER | 0.25 | $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 | $1,395,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,453,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,453,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,431,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,277 | IncomeTaxAmt |
| Total Tax | $7,196 | TotalTaxAmt |
| Distributable Before Adj | $64,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,391 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,828 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,828 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $156,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,030 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $548,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,437 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $625,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $156,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $469,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,034 | ExcessFromYear4Amt |
| Excess From Year3 | $75,030 | ExcessFromYear3Amt |
| Excess From Year2 | $91,819 | ExcessFromYear2Amt |
| Excess From Year1 | $92,075 | ExcessFromYear1Amt |
| Excess From Current Year | $77,437 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE DOGS OF THE WEST | |||||||
| 1590 SAN MATEO LN | SANTA FE | NM | 87505 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| CALM AIR VISIBILITY UNLIMITED | |||||||
| 518 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| CENTRO ESPIRITA BENEFICENTE UNIAO DO VEGETAL | |||||||
| 2100 CALLE DE LA VUELTA | SANTA FE | NM | 87505 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| EARTHCARE INTERNATIONAL | |||||||
| 6600 VALENTINE WAY | SANTA FE | NM | 87507 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| FIRST SERVE NEW MEXICO INC | |||||||
| PO BOX 31904 | SANTA FE | NM | 87594 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,700 |
| NEW MEXICO COMMUNITY FOUNDATION | |||||||
| 135 WEST PALACE AVENUE SUITE 301 | SANTA FE | NM | 87501 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| SANTA FE WALDORF SCHOOL | |||||||
| 26 PUESTA DEL SOL | SANTA FE | NM | 87505 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| SOUTHWEST LEARNINGS CENTERS | |||||||
| 10301 CANDELARIA RD NE | ALBUQUERQUE | NM | 87112 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| STORY DANCER PROJECT | |||||||
| PO BOX 31099 | SANTA FE | NM | 87594 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| WILD EARTH GUADIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| INSTITUE OF ECOTECHNOLOGY | |||||||
| VARIOUS | SANTA FE | NM | 87501 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| CLIMATE ADVOCATES | |||||||
| VARIOUS | SANTA FE | NM | 87501 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| LOVE SERVE REMEMBERS | |||||||
| 226 W OJAI AVE STE 101 531 | OJAI | CA | 93023 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| ROOTS OF LOVE | |||||||
| 3605 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| PUBLIC BROADCASTING NETWORK OF NEW MEXICO | |||||||
| 1130 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,354 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM 990-T UBIT | Desc |
| Unrelated Business Taxbl Incm | $26,128 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,128 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,001 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | INCOME FROM PARTNERSHIP THAT MAKES ENVIRONMENTALLY-FRIENDLY PRODUCTS | RelationshipStatementTxt |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACTIVITES WITH DISQUALIFIED PERSONS: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-B | FormAndLineReferenceDesc |
| Medium Explanation | THE PRESIDENT WAS REIMBURSED A TOTAL OF $2,780 FOR POSTAGE, CHARITABLE DISTRIBUTION & OTHER EXPENSES INCURRED ON BEHALF OF THE FOUNDATION. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AVALON TRUST FIDELITY INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,497,683 | BookValueAmt |
| EOYFMV | $1,497,683 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BIOCHAR ENGINEERING CORP | $10,229 | $10,229 | $10,229 |
| GROWSTONE LLC PREF SERIES | $115,000 | $115,000 | $115,000 |
| GROWSTONE LLC PRE SERIES B | $83,905 | $83,905 | $83,905 |
| GROWSTONE LLC PREF SERIES C | $118,969 | $118,969 | $118,969 |
| SANTA FE TORTILLA | $26,771 | $29,485 | $29,485 |
| BROOKFIELD INFRASTRUCTURE | $0 | $19,237 | $19,237 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PSHIP BOOK/TAX ADJUSTMENT | Desc |
| Amt | $9,642 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEETINGS | $1,725 | $0 | $1,725 |
| OFFICE EXPENSES | $109 | $0 | $109 |
| POSTAGE & DELIVERY | $55 | $0 | $55 |
| PARTNERSHIP DEDUCTIONS | $423 | $423 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM 990-T UBIT | Desc |
| Revenue And Expenses Per Books | $26,128 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $26,128 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $300,603 |
| NON DEDUCTIBLE EXPENSES K-1 | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,846 | $14,846 | $0 |
| PAYROLL PROCESSING FEES | $1,900 | $0 | $1,900 |
| OTHER PROFESSIONAL FEES | $2,461 | $1,231 | $1,231 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,608 | $0 | $5,608 |
| FOREIGN TAXES ON INVESTMENT INCOME | $420 | $420 | $0 |
| EXCISE TAXES | $1,176 | $0 | $0 |
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