GLOBETROTTER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GLOBETROTTER FOUNDATION (EIN 45-4901050)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-23
- IRS object ID
- 201821139349100127
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2018-04-23T15:32:40-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-13 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,707,321 | 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 | $1,855,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,245 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,245 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,685 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,983 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,899,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,947 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,414 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,414 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $356,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $356,230 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,882 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $19,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,313 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35,856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $413,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,424,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,182,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,759,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,759,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $400,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,997,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,162,841 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,020,785 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,020,785 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $835,621 | OtherAssetsBOYAmt |
| Other Assets EOY | $764,414 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $764,414 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,125,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,541,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,707,321 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,125,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,540,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,125,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,540,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,125,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,541,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,125,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,424,002 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,549,290 | SubtotalAmt |
| Other Decreases | $8,619 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,540,671 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,020,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,883,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.20897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,348,581 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,238,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01688 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $133,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,040 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.46253 | DistributionYr5Rt |
| Total Distribution | 3.759716 | TotalDistributionRt |
| Average Distribution | 0.751943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,934,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,214,352 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,214,791 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $468,813 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $879 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $879 | SubtotalAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,812 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,933 | OverpaymentAmt |
| Applied To ES Tax | $2,933 | 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 |
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 |
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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,394,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,040,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,040,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,934,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $346,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $346,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $879 | TotalTaxAmt |
| Distributable Before Adj | $345,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $345,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $345,846 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,813 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $468,813 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $468,813 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,846 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $667,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $667,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,813 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,846 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,967 | RemainingDistriFromCorpusAmt |
| Total Corpus | $790,481 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $790,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $667,514 | ExcessFromYear1Amt |
| Excess From Current Year | $122,967 | 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 |
|---|---|---|---|---|---|---|
| PLANTING JUSTICE | ||||||
| 5252 CLAREMONT AVE | OAKLAND | CA | 94618 | PC | GENERAL OPERATIONS | $50,000 |
| ECDYSIS FOUNDATION | ||||||
| 46958 188TH STREET | ESTELLINE | SD | 57234 | PC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,245 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,685 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,930 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,983 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,947 | 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 (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PAUL CHRISTIANO | |||||||
| 1 | PO BOX 8 | PAICINES | CA | 95043 | $20,770 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 2 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $11,145 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 3 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $350,047 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 4 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $803,139 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 5 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $10,238 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 6 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $250,000 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 7 | PO BOX 8 | PAICINES | CA | 95043 | $76,843 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 8 | PO BOX 8 | PAICINES | CA | 95043 | $21,900 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 9 | PO BOX 8 | PAICINES | CA | 95043 | $35,601 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 10 | PO BOX 8 | PAICINES | CA | 95043 | $21,765 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 11 | PO BOX 8 | PAICINES | CA | 95043 | $79,700 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 12 | PO BOX 8 | PAICINES | CA | 95043 | $125,657 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 13 | PO BOX 8 | PAICINES | CA | 95043 | $26,480 | Yes (X) | |
| PAUL CHRISTIANO | |||||||
| 14 | PO BOX 8 | PAICINES | CA | 95043 | $20,812 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 122 SHARES APPLE INC | $20,770 | 2017-12-27 |
| 2 | 297 SHARES CREE INC | $11,145 | 2017-12-22 |
| 3 | 7549 SHARES ISHARES MSCI EMERGING MARKETS ETF | $350,047 | 2017-12-22 |
| 4 | 3005 SPDR S&P 500 ETF | $803,139 | 2017-12-22 |
| 5 | 100 SHARES CHECK POINT SOFTWARE | $10,238 | 2017-12-22 |
| 7 | 388 BERKSHIRE HATHAWAY INC | $76,843 | 2017-12-27 |
| 8 | 144 SHARES CONCHO RESOURCES INC | $21,900 | 2017-12-27 |
| 9 | 728 SHARES HALLIBURTON COMPANY | $35,601 | 2017-12-27 |
| 10 | 610 SHARES INGLES MARKETS INC | $21,765 | 2017-12-27 |
| 11 | 745 SHARES JPMORGAN CHASE & COMPANY | $79,700 | 2017-12-27 |
| 12 | 1468 SHARES OF MICROSOFT CORP | $125,657 | 2017-12-27 |
| 13 | 260 SHARES PHILLIPS 66 | $26,480 | 2017-12-27 |
| 14 | 428 SHARES TREEHOUSE FOODS INC | $20,812 | 2017-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,414 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,414 | 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 | $2,020,785 | EOYBookValueAmt |
| EOYFMV | $2,020,785 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $20,770 | $20,646 |
| ISHARES MIN VOLATILITY | $80,028 | $94,801 |
| ISHARES USA QUALITY | $80,040 | $109,843 |
| ISHARES USA MOMENTUM | $80,002 | $119,218 |
| VANGUARD DEVELOPED MKTS | $79,994 | $106,094 |
| VANGUARD EMERGING MKTS | $79,997 | $125,288 |
| BERKSHIRE HATHAWAY INC | $76,843 | $76,909 |
| CONCHO RESOURCES INC | $21,900 | $21,632 |
| CREE INC | $11,149 | $11,031 |
| HALLIBURTON COMPANY | $35,601 | $35,577 |
| INGLES MARKETS INC | $21,765 | $21,106 |
| JP MORGAN CHASE | $79,700 | $79,670 |
| MICROSOFT CORP | $125,657 | $125,573 |
| PHILLIPS 66 | $21,806 | $26,299 |
| TREEHOUSE FOODS INC | $18,515 | $21,169 |
| CHECK POINT SOFTWARE | $10,238 | $10,362 |
| ISHARES MSCI EMERGING MARKETS | $350,047 | $355,709 |
| SPDR S&P 500 ETF | $803,139 | $801,914 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIRT CAPITAL PARTNERS 2016 LLC | $485,621 | $464,414 | $464,414 |
| PLANTING JUSTICE | $350,000 | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BUSINESS REGISTRATION FEES | $175 | $175 |
| MEMBERSHIP FEES | $16,100 | $16,100 |
| MISCELLANEOUS | $843 | $843 |
| POSTAGE | $9 | $9 |
| SPONSORSHIPS | $18,508 | $18,508 |
| SUPPLIES | $221 | $221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$13,983 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,983 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $356,230 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $356,230 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHRISTIANO TRUST | |||
| C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 |
| PAUL CHRISTIANO | |||
| PO BOX 8 | PAICINES | CA | 95043 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,882 | Amt |
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