GLOBETROTTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLOBETROTTER FOUNDATION (EIN 45-4901050)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202503089349102050
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T16:19:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454901050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBETROTTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 8316280288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8 | AddressLine1Txt |
| City | PAICINES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950430008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE CALHOUN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8316280288 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC ORLANDO | PreparerPersonNm |
| PTIN | P01434084 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,469,326 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $489,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $489,913 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $489,913 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $389,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $389,490 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $861,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $879,403 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $489,913 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,229 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,229 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,803 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,759 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,759 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,396 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $606,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $606,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $695,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,862,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,862,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,575,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,557,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,713,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $861,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $489,913 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,837,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,629,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,629,458 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $102,647 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $103,164 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,164 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,106,872 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,557,923 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,736,704 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,046,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,290,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,469,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $25,046,543 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,290,545 | 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 | $25,046,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,290,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,046,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,290,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,046,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,713,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,332,584 | SubtotalAmt |
| Other Decreases | $42,039 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,290,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| BRIDGE INVESTMENT GROUP HOLDINGS LLC K-1 | P | 2024-01-01 | 2024-12-31 | $18,407 | -$18,407 | -$18,407 | |
| DIRT CAPITAL PARTNERS 2016 LLC K-1 | P | 2024-01-01 | 2024-12-31 | $261 | $261 | $261 | |
| BRIDGE INVESTMENT GROUP HOLDINGS LLC K-1 | P | 2024-01-01 | 2024-12-31 | $117 | $117 | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,029 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $117 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,205 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,005 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $99 | EsPenaltyAmt |
| Overpayment | $2,930 | OverpaymentAmt |
| Applied To ES Tax | $2,930 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | SALLIE CALHOUN | IndividualWithBooksNm |
| Phone | 8316280288 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8 | AddressLine1Txt |
| City | PAICINES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95043 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE CALHOUN | ||||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SALLIE CALHOUN | ||||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SALLIE CALHOUN | ||||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | SECRETARY | 1.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,478,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,158,905 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,637,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,637,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $429,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,208,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,410,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,410,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,976 | TotalTaxAmt |
| Distributable Before Adj | $1,398,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,398,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,398,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,557,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,557,774 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,398,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $193,360 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,569 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $447,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $102,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $888,006 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,557,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,398,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,159,335 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,047,341 | 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 | $193,360 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,853,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,569 | ExcessFromYear4Amt |
| Excess From Year3 | $447,908 | ExcessFromYear3Amt |
| Excess From Year1 | $102,169 | ExcessFromYear1Amt |
| Excess From Current Year | $3,159,335 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALLIE CALHOUN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KENSINGTON CORRIDOR TRUST | ||||||||
| 3400 J ST UNIT G12 | PHILADELPHIA | PA | 19134 | NONE | PC | OPERATING SUPPORT GRANT | $225,000 | |
| HIGHER PURPOSE CO | ||||||||
| 122 DESOTO AVE SUITE 102 | CLARKSDALE | MS | 38614 | NONE | PC | OPERATING SUPPORT | $200,000 | |
| COMMUNITY SERVICES UNLIMITED INC | ||||||||
| 6569 S VERMONT AVE | LOS ANGELES | CA | 90044 | NONE | PC | #NRI GRANT 2024 SOUTH CENTRAL EQUITABLE DEVELOPMENT FUND | $187,500 | |
| POSSIBILITY LABS | ||||||||
| 1410 FRANKLIN STREET 135 | SAN FRANCISCO | CA | 94109 | NONE | PC | JUST ECONOMY INSTITUTE RESTRICTED GRANT - SALARIES | $187,500 | |
| MERIDIAN INSTITUTE | ||||||||
| 1800 M STREET NW SUITE 400N | WASHINGTON | DC | 20036 | NONE | PC | LOAN CONVERTED TO GRANT | $175,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | NONE | PC | OPERATIONS | $150,000 | |
| EVERYDAY PEOPLE FOR CHANGE (RUNWAY) | ||||||||
| 490 LAKE PARK AVE UNIT 10481 | OAKLAND | CA | 94610 | NONE | PC | 2024 WATERWAY GRANT | $150,000 | |
| NATIONAL BLACK FOOD AND JUSTICE ALLIANCE | ||||||||
| 1450 RALPH DAVID ABERNATHY BLVD SW | ATLANTA | GA | 30310 | NONE | PC | OPERATIONS | $150,000 | 107 |
| NORTHWEST NATIVE DEVELOPMENT FUND | ||||||||
| 504 FIR ST | COULEE DAM | WA | 99116 | NONE | PC | #NRI GRANT 2024 | $150,000 | |
| OWEESTA CORPORATION | ||||||||
| 2432 MAIN ST 1ST FLOOR | LONGMONT | CO | 80501 | NONE | PC | OPERATING SUPPORT GRANT | $150,000 | |
| RIGHT TO THE CITY ALLIANCE | ||||||||
| 388 ATLANTIC AVE | BROOKLYN | NY | 11217 | NONE | PC | #NRI GRANT 2024 | $150,000 | |
| THE PEOPLE'S LAND FUND | ||||||||
| 1428 FRANKLIN ST | OAKLAND | CA | 94612 | NONE | PC | OPERATIONS | $150,000 | |
| SUSTAINABLE ECONOMIES LAW CENTER | ||||||||
| 1428 FRANKLIN STREET | OAKLAND | CA | 94612 | NONE | PC | EAST BAY PERMANENT REAL ESTATE COOPERATIVE OPERATING SUPPORT | $125,000 | |
| LA SEMILLA FOOD CENTER | ||||||||
| PO BOX 2579 | ANTHONY | NM | 88021 | NONE | PC | OPERATING SUPPORT | $122,000 | |
| COMMUNITIES IN PARTNERSHIP | ||||||||
| 101 S DRIVER ST | DURHAM | NC | 27703 | NONE | PC | #NRI GRANT 2024 | $112,500 | |
| WOMEN IN RANCHING INC | ||||||||
| PO BOX 76 | COHAGEN | MT | 59322 | NONE | PC | OPERATING SUPPORT | $110,250 | |
| CARBON CYCLE INSTITUTE | ||||||||
| PO BOX 107 | NICASIO | CA | 94946 | NONE | PC | BIPOC AGROECOLOGY NETWORK OPERATING SUPPORT | $100,000 | |
| OCCIDENTAL ARTS & ECOLOGY CENTER | ||||||||
| 15290 COLEMAN VALLEY RD | OCCIDENTAL | CA | 95465 | NONE | PC | CELEBRATING WOMEN'S LEADERSHIP IN FOOD OPERATING SUPPORT | $100,000 | |
| WOLFE'S NECK FARM FOUNDATION INC | ||||||||
| 184 BURNETT RD | FREEPORT | ME | 04032 | NONE | PC | OPENTEAM OPS SUPPORT | $80,000 | |
| COMMUNITY ALLIANCE WITH FAMILY FARMERS | ||||||||
| PO BOX 363 | DAVIS | CA | 95617 | NONE | PC | OPERATING SUPPORT | $78,750 | |
| GOOD MEAT PROJECT | ||||||||
| 818 SW 3RD AVE 221-7082 | PORTLAND | OR | 97204 | NONE | PC | OPERATING SUPPORT | $77,175 | |
| CROATAN INSTITUTE | ||||||||
| PO BOX 2044 | DURHAM | NC | 27702 | NONE | PC | REEFS PROGRAM OPERATING SUPPORT | $75,000 | |
| JUST FUTURES IMPACT | ||||||||
| 6218 GEORGIA AVE NW APT 1 820 | WASHINGTON | DC | 20011 | NONE | PC | OPERATIONS | $75,000 | |
| NATIVE AGRICULTURE FINANCIAL SERVICES | ||||||||
| 3500 N COLLEGE AVE STE B3 | FAYETTEVILLE | AR | 72703 | NONE | PC | OPERATIONS | $75,000 | |
| ECDYSIS FOUNDATION | ||||||||
| 46958 188TH STREET | ESTELLINE | SD | 57234 | NONE | PC | OPERATIONS - SUPPLEMENTAL AWARD | $60,000 | |
| LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUN | ||||||||
| 2210 SAN JOAQUIN ST | FRESNO | CA | 93721 | NONE | PC | OPERATING SUPPORT | $60,000 | |
| NEW MEXICO FARMERS' MARKETING ASSOCIATION | ||||||||
| 1219 LUISA STREET 1 | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $60,000 | |
| SAN BENITO RESOURCE CONSERVATION DISTRICT | ||||||||
| 2337 TECHNOLOGY PKWY C | HOLLISTER | CA | 95023 | NONE | PC | OPERATING SUPPORT | $60,000 | |
| ORGANIC FARMING RESEARCH FOUNDATION | ||||||||
| 303 POTRERO STREET SUITE 29-204 | SANTA CRUZ | CA | 95060 | NONE | PC | OPERATING SUPPORT | $52,500 | |
| SAVANNA INSTITUTE | ||||||||
| 2453 ATWOOD AVE STE 209 | MADISON | WI | 53704 | NONE | PC | TRANCHE 3 2023 | $52,500 | |
| AGRICULTURE AND LAND-BASED TRAINING ASSOC | ||||||||
| 1700 OLD STAGE RD | SALINAS | CA | 93908 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| CLIMATE CHANGE LEADERSHIP INSTITUTE | ||||||||
| 911 STAGECOACH RD | SANTA FE | NM | 87501 | NONE | PC | NM HEALTHY SOIL WORKING GROUP OPS SUPPORT | $50,000 | |
| FOOD CULTURE COLLECTIVE | ||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD 130 | KANSAS CITY | MO | 64105 | NONE | PC | WILDSEEDS FUND (FKA FOOD & FARM COMMUNICATIONS FUND) OPERATING SUPPORT | $50,000 | |
| CCOF FOUNDATION | ||||||||
| 877 CEDAR STREET SUITE 248 | SANTA CRUZ | CA | 95060 | NONE | PC | OPERATING SUPPORT | $42,000 | |
| NDN COLLECTIVE | ||||||||
| 408 KNOLLWOOD DR | RAPID CITY | SD | 57701 | NONE | PC | #NRI GRANT 2024 | $37,500 | |
| NEW MEXICO COMMUNITY CAPITAL | ||||||||
| 119 3RD ST SW STE 102 | ALBUQUERQUE | NM | 87102 | NONE | PC | GOAT-CONNECTED COMMUNITY OF COMPANIES WORK | $32,500 | |
| REGENERATIVE AGRICULTURE FOUNDATION | ||||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 55407 | NONE | PC | FORA OPERATING SUPPORT TRANCHE 3 2023 | $25,000 | |
| SOUTHWEST GRASSFED LIVESTOCK ALLIANCE | ||||||||
| 1413 2ND STREET STE 1 | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,862,675 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,913 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $389,490 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $471,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $389,490 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $861,374 | 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 | 7 | LineNumberTxt |
| Relationship Statement | N/A | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,229 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,229 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RSF SOCIAL 0.25% | BondNm |
| EOY Book Value | $103,164 | EOYBookValueAmt |
| EOYFMV | $103,164 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (12 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIRT CAPITAL PARTNERS 2016 LLC | $188,761 | $160,708 | $160,708 |
| PLANTING JUSTICE | $150,000 | $150,000 | $150,000 |
| REDD, LLC - LOAN | $250,000 | $250,000 | $250,000 |
| MERIDIAN INSTITUTE | $175,000 | $0 | $0 |
| IMPERIAL YARN - PRI LOAN | $302,347 | $302,347 | $302,347 |
| DISTRIBUTION RECEIVABLE | $2,368 | $2,368 | $2,368 |
| GUARANTEE FEE RECEIVABLE | $9,450 | $0 | $0 |
| OTHER RECEIVABLE | $28,946 | $2,500 | $2,500 |
| BRIDGE INVESTMENT GROUP HOLDINGS LLC | $0 | $0 | $6,178,781 |
| NATURE FOR JUSTICE LOAN | $0 | $300,000 | $300,000 |
| ECDYSIS FOUNDATION BRIDGE LOAN | $0 | $150,000 | $150,000 |
| FIBERSHED LOAN | $0 | $240,000 | $240,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $42,039 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIP FEES | $24,463 | $0 | $0 | $24,463 |
| SUPPLIES | $218 | $0 | $0 | $218 |
| MANAGEMENT SERVICES | $319,954 | $0 | $0 | $319,954 |
| SUBSCRIPTIONS | $297 | $0 | $0 | $297 |
| CONTRACT SERVICES | $196,102 | $0 | $0 | $196,102 |
| SPONSORSHIPS | $64,389 | $0 | $0 | $64,389 |
| OFFICE EXPENSES | $1,048 | $0 | $0 | $766 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $388,815 | $388,815 | $0 |
| GUARANTEE FEES | $675 | $675 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MATTHEW CHRISTIANO | |||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 |
| SALLIE CALHOUN | |||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $17,803 | Amt |
| Net Investment Income | $17,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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