GODS LIGHT IN THE DARKNESS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GODS LIGHT IN THE DARKNESS FOUNDATION (EIN 83-1057698)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104028
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:44:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452571013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FRITSCHY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N CANAL ST STE B | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 882205831 | 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 | 831057698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOD'S LIGHT IN THE DARKNESS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GODS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1479 | AddressLine1Txt |
| City | CARLBAD | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88221 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA WILSON | PersonNm |
| Person Title | PRESIDENT & SECRETAR | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID FRITSCHY | PreparerPersonNm |
| PTIN | P00161527 | PTIN |
| Phone | 5752341612 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $64,091,993 | 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 | $37,325,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $478,263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $472,248 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $478,263 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,151,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,151,344 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,151,344 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,118,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,897,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,060,846 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,945,215 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $41,073,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,684,438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,574,822 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $563,826 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $155,639 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $21,962 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,995 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,044 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,235 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $815,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,521,218 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,521,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,336,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,521,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,736,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,629,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,574,822 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,686,955 | CashBOYAmt |
| Cash EOY | $1,081,072 | CashEOYAmt |
| Cash EOYFMV | $1,081,072 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,427,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,767,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,767,702 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $6,998 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $1,500,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $1,500,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,500,000 | PledgesRcvblEOYFMVAmt |
| US Government Obligations BOY | $4,023,086 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,275,807 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,275,807 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,385,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,690,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,690,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,267,484 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,149,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,149,601 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,033,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,627,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,627,332 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $456,021 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $433,210 | LandBOYAmt |
| Land EOY | $456,021 | LandEOYAmt |
| Other Assets BOY | $290,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,284,228 | OtherAssetsEOYAmt |
| Total Assets BOY | $33,555,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,832,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,091,993 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $238,199 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,004 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $238,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,004 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,316,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $66,280,238 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $1,500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,316,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,780,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,555,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,832,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,316,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,736,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,476 | OtherIncreasesAmt |
| Subtotal | $69,076,634 | SubtotalAmt |
| Other Decreases | $1,296,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,780,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB - 4271 | P | $15,557,084 | $13,629,010 | $1,928,074 | $1,928,074 |
| SCHWAB - 6539 | P | $49,248 | $42,586 | $6,662 | $6,662 |
| SCHWAB - 6539 | P | $925,837 | $909,242 | $16,595 | $16,595 |
| SCHWAB MARKET DISC | P | $6,116 | -$6,116 | -$6,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,060,846 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,945,215 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,449 | SubtotalAmt |
| Tax Based On Investment Income | $50,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,115 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,115 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $576 | EsPenaltyAmt |
| Tax Due | $6,910 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA WILSON | IndividualWithBooksNm |
| Phone | 5758852909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1479 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88220 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA WILSON | ||||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | PRESIDENT & | 000.00 | $0 | $0 | $0 |
| CLAY WILSON | ||||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| TAMMY HAWLEY | ||||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | DIRECTOR | 000.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NANSI IKARD | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | NONE | 20.00 | $82,000 |
| JONAH MEYERS | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | NONE | 40.00 | $53,980 |
| ERICA VAUGHAN | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | NONE | 40.00 | $51,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE RELEIF TO THE POOR, DISTRESSED, AND UNDERPRIVILEGED BY CONDUCTING CHARITABLE ACTIVITIES TO BENEFIT THE ELDERLY, NEEDY, HANDICAPPED, AND LOW INCOME INDIVIDUALS | Description1Txt |
| Expenses1 | $969,551 | Expenses1Amt |
| Description2 | TO PROMOTE ANIMAL WELFARE AND PREVENT CRUELTY TO ANIMALS | Description2Txt |
| Expenses2 | $2,645,666 | Expenses2Amt |
| Description3 | TO SUPPORT OTHER 501(C)(3) ORGANIZATIONS | Description3Txt |
| Expenses3 | $785,000 | Expenses3Amt |
| Description4 | TO CONDUCT A HOUSING ASSISTANCE PROGRAM FOR WORKING LOW INCOME PERSONS, POLICE OFFICERS, OTHER FIRST RESPONDERS, AND PUBLIC SCHOOL TEACHERS IN THE CITY OF CARLSBAD, NM. | Description4Txt |
| Expenses4 | $121,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,726,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,981,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,708,078 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $47,708,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $715,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,992,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,349,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,349,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,449 | TotalTaxAmt |
| Distributable Before Adj | $2,299,174 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,299,174 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,299,174 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,521,218 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,521,218 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,299,174 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,808,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,201,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,981,391 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,877,549 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,395,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,264,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,521,218 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,299,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,222,044 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,486,333 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,808,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,677,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,201,175 | ExcessFromYear4Amt |
| Excess From Year3 | $1,981,391 | ExcessFromYear3Amt |
| Excess From Year2 | $5,877,549 | ExcessFromYear2Amt |
| Excess From Year1 | $1,395,523 | ExcessFromYear1Amt |
| Excess From Current Year | $2,222,044 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAY LINDA WILSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANSI IKARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1479 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5753027959 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM WILL BE PROVIDED TO APPLICANT UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS SHALL BE AWARDED ON AN OBJECTIVE AND NONDISTRIMINATORY BASIS IN ACCORDANCE WITH THE FOUNDATIONS BYLAWS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 2BLONDES ALL BREED RESCUE | ||||||
| 7695 LOUVIERS BLVD | LOUVIERS | CO | 80131 | 501C3 | GENERAL SUPPORT | $115,785 |
| 4 PAWS 4 LIFE ANIMAL RESCUE | ||||||
| 3648 N PERRY RD | SEDALIA | CO | 80135 | 501C3 | GENERAL SUPPORT | $30,500 |
| ALL ABOARD ANIMAL RESCUE | ||||||
| 1721 W HARMONY RD 102 | FORT COLLINS | CO | 80526 | 501C3 | GENERAL SUPPORT | $145,000 |
| ANIMAL ASSISTANCE PROGRAM EXP | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | PREVENT CRUELTY TO ANIMALS | $14,892 | |
| ANIMAL FRIENDS ALLIANCE | ||||||
| 2321 E MULBERRY ST STE 1 | FORT COLLINS | CO | 80524 | 501(C)(3) | GENERAL FUND | $11,200 |
| ANIMAL RESCUE OF THE ROCKIES | ||||||
| 13918 E MISSISSIPPI AVE | AURORA | CO | 80012 | 501C3 | GENERAL SUPPORT | $10,000 |
| APOSTOLIC CHURCH OF JESUS CHRIST | ||||||
| 5401 CITRUS AVE | FONTANA | CA | 92336 | 501C3 | GENERAL SUPPORT | $75,000 |
| ASSISTANCE LEAGUE OF CARLSBAD | ||||||
| 1100 N CANAL ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| BACK PACS | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $50,000 |
| BOYS & GIRLS CLUB OF AMERICA | ||||||
| 1602 W FOX ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| CARLSBAD PREP ACADEMY | ||||||
| 805 WALTER ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $500,000 |
| C-PAWS | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| COPS | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| DESERT WILLOW WILDLIFE REHAB | ||||||
| 512 EAST FIESTA | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| DOUGLAS COUNTY CANINE | ||||||
| 300 E MILLER CT | CASTLE ROCK | CO | 80104 | 501(C)(3) | GENERAL FUND | $25,000 |
| DENKAI | ||||||
| 1401 MAIN AVE | DURANGO | CO | 81301 | 501C3 | GENERAL SUPPORT | $15,000 |
| EVERGREEN ANIMAL PROTECTIVE | ||||||
| 27888 MEADOW DRIVE | EVERGREEN | CO | 80439 | 501C3 | GENERAL SUPPORT | $5,000 |
| EAGLE COUNTY | ||||||
| 1400 FAIRGROUNDS RD | EAGLE | CO | 81631 | 501C3 | GENERAL SUPPORT | $5,500 |
| FAITH HOPE AND LOVE FOUNDATION | ||||||
| 933 N CANAL ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $127,500 |
| FARFEL'S | ||||||
| 27888 MEADOW DRIVE | EVERGREEN | CO | 80439 | 501C3 | GENERAL SUPPORT | $13,000 |
| FINANCIAL ASSISTANCE | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88220 | PROVIDE FINANCIAL ASSISTANCE | $49,181 | |
| FIRST METHODIST CHURCH | ||||||
| 207 N HALAGUENO | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $500,000 |
| FRIENDS OF TELLER COUNTY ANIMAL SHT | ||||||
| PO BOX 904 | DIVIDE | CO | 80814 | 501C3 | GENERAL FUND | $7,000 |
| GOD'S TREASURED PETS | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | 501C3 | GENERAL SUPPORT | $400,000 |
| GUADALUPE CHRISTIAN CAMP | ||||||
| 36 CHRISTIAN CAMP RD | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $50,000 |
| JONAH'S HOUSE FOOD PANTRY | ||||||
| 512 W STEVENS ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $20,000 |
| LOLA'S RESCUE | ||||||
| 6005 S TAFT WAY | LITTLETON | CO | 80127 | 501C3 | GENERAL SUPPORT | $45,000 |
| MILE HIGH CANINE | ||||||
| PO BOX 116 | MEAD | CO | 80542 | 501C3 | GENERAL SUPPORT | $500 |
| MILE HIGH LABRADOR RETRIEVER MISSIO | ||||||
| PO BOX 1975 | BROOMFIELD | CO | 80038 | 501C3 | GENERAL SUPPORT | $2,500 |
| NEW HOPE CATTLE DOGS | ||||||
| PO BOX 460064 | AURORA | CO | 80046 | 501C3 | GENERAL SUPPORT | $5,000 |
| NOAHS ARK ANIMAL RESCUE | ||||||
| 5217 BUENA VISTA DR | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $1,240,000 |
| OASIS CHURCH | ||||||
| 802 S MAIN ST | CARLSBAD | NM | 88220 | 501C3 | GENERAL SUPPORT | $50,000 |
| ONE CHILD GLOBAL | ||||||
| PO BOX 62600 | COLORADO SPRINGS | CO | 80962 | 501C3 | GENERAL SUPPORT | $10,725 |
| OVERLAND MISSIONS | ||||||
| 11 RIVERSIDE DR STE 201 | COCOA | FL | 32922 | 501C3 | GENERAL SUPPORT | $10,000 |
| PAWS COLORADO | ||||||
| PO BOX 6261 | DENVER | CO | 80206 | 501C3 | GENERAL SUPPORT | $500 |
| RESCUE PETS MOVEMENT | ||||||
| 2317 W 34TH ST | HOUSTON | TX | 77018 | 501C3 | ANIMAL RESCUE SUPPORT | $310,000 |
| RIVER CROSSING MINISTRIES | ||||||
| 1950 SUDDERTH DR | RUIDOSO | NM | 88345 | 501C3 | GENERAL SUPPORT | $50,000 |
| SPECIAL PALS | ||||||
| 3830 GREENHOUSE ROAD | HOUSTON | TX | 77084 | 501C3 | GENERAL SUPPORT | $29,200 |
| THREE LITTLE PITTIES ANIMAL RESCUE | ||||||
| 509 RUSTIC LN | FRIENDSWOOD | TX | 77546 | 501C3 | GENERAL FUND | $175,089 |
| COMMUNITY SUPPORT | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | COMMUNITY SUPPORT FOR THOSE IN NEED | $137,446 | |
| ELDERLY CARE GOOD LIFE | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | SUPPORT FOR ELDERLY IN NEED | $14,700 | |
| DISCOUNT HOUSING | ||||||
| PO BOX 1479 | CARLSBAD | NM | 88221 | HOUSING FOR THOSE IN NEED | $121,000 | |
| SACRAMENTO CAMP & CONFERENCE CENTER | ||||||
| 106 ASSEMBLY CIRCLE | SACRAMENTO | NM | 88347 | 501(C)(3) | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,521,218 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $478,263 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,151,344 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,118,276 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc |
|---|
| GAIN ON DONATION OF SCHOOL |
| NGL ENERGY PARTNERS, L.P. |
| NGL ENERGY PARTNERS-1231 LO |
| NGL ENERGY PARTNERS-OTHER |
| NGL- STOCK SALE ORD RECAP |
| NGL OTHER K-1 ITEMS |
| MISC RENTS |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,747,883 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,747,883 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| B&R TRUCKING | |||||||
| 1 | 4501 GRANDI ROAD | CARLSBAD | NM | 88220 | $800,000 | Yes (X) | |
| VL WATER LLC | |||||||
| 7 | PO BOX 1479 | CARLSBAD | NM | 88221 | $50,000 | Yes (X) | |
| GREG TAMMY HAWLEY | |||||||
| 2 | 2116 WESTRIDGE | CARLSBAD | NM | 88220 | $5,000 | Yes (X) | |
| CNB BANK | |||||||
| 8 | 202 W STEVENS | CARLSBAD | NM | 88220 | $25,000 | Yes (X) | |
| CLAY LINDA WILSON | |||||||
| 3 | PO BOX 1479 | CARLSBAD | NM | 88220 | $32,886,010 | Yes (X) | Yes (X) |
| R12 CONSTRUCTION | |||||||
| 9 | 312 WHO WHO DRIVE | CARLSBAD | NM | 88220 | $20,000 | Yes (X) | |
| JIM NANSI IKARD | |||||||
| 4 | PO BOX 1479 | CARLSBAD | NM | 88220 | $10,000 | Yes (X) | |
| KAREN S O'NEAL | |||||||
| 10 | PO BOX 1479 | CARLSBAD | NM | 88220 | $6,202 | Yes (X) | |
| MIKE PEGGY HYDEN | |||||||
| 5 | PO BOX 1479 | CARLSBAD | NM | 88220 | $20,000 | Yes (X) | |
| TLC FOUNDATION | |||||||
| 6 | PO BOX 1572 | ARTESIA | NM | 88211 | $3,500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | 177,281 SHARES OF HTLF STOCK | NoncashPropertyDesc |
| Fair Market Value | $8,006,010 | FairMarketValueAmt |
| Received | 2024-05-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $21,962 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | LifeLifeRt |
|---|---|---|---|
| 1807 MANZANA BUILDING | 2022-12-31 | $126,000 | 40.0000 |
| 1807 MANZANA LAND | 2022-12-31 | $25,000 | |
| 408 N. HALAGUENO BUILDING | 2022-12-31 | $124,000 | 40.0000 |
| 408 N. HALAGUENO LAND | 2022-12-31 | $29,000 | |
| 502 S. ELM | 2022-12-31 | $81,000 | 40.0000 |
| 502 S. ELM LAND | 2022-12-31 | $29,000 | |
| 1807 MANZANA BATHROOM REMODEL | 2023-01-22 | $1,852 | 15.0000 |
| 1807 MANZANA LANDSCAPING | 2023-01-31 | $10,227 | 10.0000 |
| 1807 MANZANA 3 TON HEAT PUMP SPLIT SYSTEM | 2023-01-31 | $7,132 | 10.0000 |
| 1401 CHICO | 2024-05-09 | $189,472 | |
| 408 N. HALAGUENO AC UNIT | 2024-02-28 | $7,539 | |
| 502 S. ELM AC UNIT | 2024-02-16 | $1,874 | |
| 502 S. ELM LANDSCAPING | 2024-02-29 | $13,397 | |
| SENIOR CITIZEN CENTER | 2024-12-31 | $2,975,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 1401 CHICO | AssetDesc |
| Acquired | 2024-05 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-07 | SoldDt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Basis | $189,472 | BasisAmt |
| Sales Expense | $3,098 | SalesExpenseAmt |
| Total Net | $57,430 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI | ||
| SEI | ||
| SCHWAB | $1,149,601 | $1,149,601 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | ||
| STOCKS | $10,690,479 | $10,690,479 |
| STOCKS |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,275,807 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,275,807 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTERNATIONAL FUNDS | FMV | ||
| INTERNATIONAL BOND FUNDS | FMV | $442,249 | $442,249 |
| PUBLICLY TRADED PARTNERSHIPS | FMV | ||
| EXCHANGE TRADED FUNDS | FMV | $7,737,485 | $7,737,485 |
| REAL ESTATE INVESTMENT TRUST | FMV | $21,140 | $21,140 |
| CERTIFICATE OF DEPOSIT | FMV | $8,351,124 | $8,351,124 |
| PROMISSORY NOTE | FMV | $3,600,000 | $3,600,000 |
| MUTUAL FUNDS | $4,475,334 | $4,475,334 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $456,021 | CostOrOtherBasisAmt |
| Book Value | $456,021 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|
| CONSTRUCTION IN PROGRESS | $3,006,878 | |
| PREPAID EXPENSES | $9,303 | $9,442 |
| NOTE RECV | $260,854 | $281,366 |
| MISC | -$25 | |
| DUE FROM TAX & REV | $7,193 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $51,025 |
| UNREALIZED LOSSES | $915,160 |
| BOOK TO TAX GAIN DIFFERENCE | $330,211 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OFFICE EXPENSE | $637 |
| INSURANCE | $10,376 |
| MISC | $320 |
| DUES & SUBSCRIPTIONS | $7,902 |
| SUPPLIES | |
| BANK SERVICE CHARGES | |
| PENALTY | |
| UTILITIES |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUM AMORTIZATION | $17,360 |
| MARKET DISCOUNT | $6,116 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT/ADVISORY FEES - SEI | ||
| INVESTMENT/ADVISORY FEES - SCHWA | $52,995 | $52,995 |
| INVESTMENT/ADVISORY FEES - SCHWA |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $2,044 | $2,044 |
| PROPERTY TAXES | ||
| LICENSE & PERMITS |
Comments