GLOBETROTTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GLOBETROTTER FOUNDATION (EIN 45-4901050)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-24
- IRS object ID
- 201902059349100710
- Schema version
- 2018v3.1
- 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 Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-24T09:35:52-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942773669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORLANDO MITTS MOORE & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N FIRST STREET SUITE 1200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951125158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 95043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE CALHOUN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie Orlando | PreparerPersonNm |
| PTIN | P00409667 | PTIN |
| Phone | 4082780300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,191,836 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,281 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,125,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,194 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,666 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,666 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $207,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,917 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,656 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,707 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $26,282 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,282 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $330,072 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $330,072 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $491,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $491,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,717 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$348,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,759,281 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,087,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,087,356 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,997,191 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $2,020,785 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,039,828 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,039,828 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $764,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,064,652 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,064,652 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,541,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,191,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,191,836 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,540,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,191,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,540,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,191,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,541,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,191,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,540,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$348,835 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,191,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,191,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| thomas weisel partners | P | 2011-11-11 | 2018-01-11 | $1,326,924 | $1,203,201 | $123,723 | $123,723 |
| thomas weisel partners | P | 2018-01-11 | 2018-01-11 | $798,463 | $793,992 | $4,471 | $4,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,194 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $468,813 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,934,504 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06761 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,020,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,883,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.20897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,348,581 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,238,368 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,942 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $133,940 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03690 | DistributionYr5Rt |
| Total Distribution | 0.364790 | TotalDistributionRt |
| Average Distribution | 0.072958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,254,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $602,223 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,979 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $604,202 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $606,717 | 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 | $1,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,979 | SubtotalAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,933 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,933 | TotalPaymentsAndCreditsAmt |
| Overpayment | $954 | OverpaymentAmt |
| Applied To ES Tax | $954 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLIE CALHOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| SALLIE CALHOUN | ||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | President | 1.00 | $0 |
| SALLIE CALHOUN | ||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | Vice President | 1.00 | $0 |
| SALLIE CALHOUN | ||||||
| 21120 WARDELL ROAD | SARATOGA | CA | 95070 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marian Moore | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2427 22nd Street West | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consulting | ServiceTypeTxt |
| Compensation | $65,000 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Valley Verde Loan - To provide financing for Non-profit activities in the in the San Francisco Bay Area. To help fund their gardening program which helps families create raised-bed gardens and provide the supplies and infrastructure they need to grow fresh organic vegetables at home for a year or more. The families are further supported through monthly workshops on organic urban agriculture, and they receive one-on-one mentorship from experienced gardeners to ensure a successful harvest. | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Total | $50,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $191,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,188,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,380,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,380,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,254,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,979 | TotalTaxAmt |
| Distributable Before Adj | $410,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $410,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $410,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,717 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $50,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $606,717 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,979 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $604,738 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,740 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $667,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $790,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $606,717 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $195,977 | RemainingDistriFromCorpusAmt |
| Total Corpus | $986,458 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $986,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $667,514 | ExcessFromYear2Amt |
| Excess From Year1 | $122,967 | ExcessFromYear1Amt |
| Excess From Current Year | $195,977 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY ALLIANCE WITH FAMILY FARM | ||||||
| 406 MAIN ST 406 | WATSONVILLE | CA | 95076 | PC | GENERAL SUPPORT FOR OPERATIONS | $50,000 |
| BENITOLINK INC | ||||||
| 829 San Benito St Suite 200 | Hollister | CA | 95023 | PC | SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,281 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,108 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,666 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $128,194 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $124,528 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,917 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | SARAH CHRISTIANO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,656 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,656 | 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 | $2,039,828 | EOYBookValueAmt |
| EOYFMV | $2,039,828 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIRT CAPITAL PARTNERS 2016 LLC | $464,414 | $464,652 | $464,652 |
| PLANTING JUSTICE | $300,000 | $300,000 | $300,000 |
| Redd, LLC - Loan | $250,000 | $250,000 | |
| Valley Verde - Loan | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $30 | $30 |
| BUSINESS REGISTRATION FEES | $200 | $200 |
| MANAGEMENT SERVICES | $78,880 | $78,880 |
| MEMBERSHIP FEES | $7,100 | $7,100 |
| MISCELLANEOUS | $750 | $750 |
| OTHER EXPENSES | $49 | $49 |
| PINTING AND COPYING | $33 | $33 |
| POSTAGE | $24 | $24 |
| PROGRAMS | $161,344 | $161,344 |
| SPONSORSHIPS | $78,513 | $78,513 |
| SUPPLIES | $3,149 | $3,149 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$3,666 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,666 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $132,707 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $132,707 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH CHRISTIANO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8 | AddressLine1Txt |
| City | PAICINES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95043 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $35 | Amt |
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