GLOBETROTTER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GLOBETROTTER FOUNDATION (EIN 45-4901050)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349102493
- Schema version
- 2016v3.0
- 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
- 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 | 2017-05-11T16:18:24-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-05-11 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,168,064 | 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 | $4,589,540 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,163 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,701,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,944 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,781 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,781 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,780,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,589 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,361 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,361 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,660 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,369 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,658 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,658 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,608,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,365,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,182,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,182,742 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $452,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $400,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $442,837 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $703,340 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $706,864 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $706,864 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $835,621 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $835,621 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,521,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,125,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,168,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,521,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,125,288 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,521,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,125,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,521,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,125,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,521,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,608,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,129,765 | SubtotalAmt |
| Other Decreases | $4,477 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,125,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TWP GAIN/ LOSS (SEE ATTACHED) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-11 | AcquiredDt |
| Sold | 2016-01-11 | SoldDt |
| Gross Sales Price | $2,701,833 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,535,889 | CostOrOtherBasisAmt |
| Gain Or Loss | $165,944 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $165,944 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,944 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,348,581 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03444 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,238,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01688 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $133,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03690 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,322 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.46253 | DistributionYr4Rt |
| Total Distribution | 3.550751 | TotalDistributionRt |
| Average Distribution | 0.887688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,883,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,334,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,906 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,336,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,020,393 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,812 | SubtotalAmt |
| Tax Based On Investment Income | $3,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $752 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $752 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,060 | 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 |
| 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 | Yes (true) | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRT CAPITAL PARTNERS-invests in farmland in partnership with farmers promoting sustainable farmers land access and security through low cost loans. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | PLANTING JUSTICE LOAN-to provide financing for nonprofit activities in the San Francisco Bay Area. MISSION TO PROVIDE ACCESS TO AFFORDABLE, NUTRITIOUS FOOD BY EMPOWERING URBAN RESIDENTS WITH THE SKILLS, RESOURCES & KNOWLEDGE THEY NEED TO MAXIMIZE FOOD PRODUCTION, EXPAND JOB OPPORTUNITIES, AND ENSURE ENVIRONMENTAL SUSTAINABILITY IN THE BAY AREA. | Description2Txt |
| Expenses2 | $350,000 | Expenses2Amt |
| Total | $850,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $827,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,129,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,957,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,957,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,883,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,812 | TotalTaxAmt |
| Distributable Before Adj | $240,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,393 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $850,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,020,393 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,020,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,537 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,020,393 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,537 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $667,514 | RemainingDistriFromCorpusAmt |
| Total Corpus | $667,514 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $667,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $667,514 | 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 |
|---|---|---|---|---|---|---|
| QUIVIRA COALITION INC | ||||||
| 1413 2ND STREET STE 1 | SANTA FE | NM | 87505 | PC | 2015 CONFERENCE | $7,500 |
| MAINE FARMLAND TRUST INC | ||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | PC | CONSERVATION OF FARMLAND (INDIRECT CONTRIBUTION THRU DIRT CAPITAL PARTNERS 2016 LLC) | $6,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,345 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,263 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,781 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,370 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,781 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,589 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTIANO TRUST | |||||||
| 1 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $2,500,000 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 2 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $717,368 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 3 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $727,134 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 4 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $315,902 | Yes (X) | |
| CHRISTIANO TRUST | |||||||
| 5 | C/O SALLIE CALHOUN PO BOX 8 | PAICINES | CA | 95043 | $327,136 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 4308 SHARES OF ISHARES CORE S&P MID CAP ETF | $717,368 | 2016-12-23 |
| 3 | 5345 SHARES OF ISHARES RUSSELL 2000 ETF | $727,134 | 2016-12-23 |
| 4 | 3302 SHARES OF PROSHARES ULTRA MID CAP 400 2X ETF | $315,902 | 2016-12-23 |
| 5 | 2882 SHARES OF PROSHARES ULTRA RUSSELL 2000 2X ETF | $327,136 | 2016-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,361 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,361 | 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 | $706,864 | EOYBookValueAmt |
| EOYFMV | $706,864 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | ||
| ISHARES MIN VOLATILITY | $80,028 | $79,524 |
| ISHARES USA QUALITY | $80,040 | $91,558 |
| ISHARES USA MOMENTUM | $80,002 | $87,694 |
| VANGUARD DEVELOPED MKTS | $79,994 | $86,417 |
| VANGUARD EMERGING MKTS | $79,997 | $97,644 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIRT CAPITAL PARTNERS 2016 LLC | $485,621 | $485,621 |
| PLANTING JUSTICE | $350,000 | $350,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOOKS, SUBSCRIPTIONS, REF | $218 | $218 |
| BUSINESS REGISTRATION FEES | $50 | $50 |
| MEMBERSHIP FEES | $1,125 | $1,125 |
| MISCELLANEOUS | $126 | $126 |
| POSTAGE | $33 | $33 |
| SPONSORSHIPS | $5,974 | $5,974 |
| SUPPLIES | $132 | $132 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$7,781 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,781 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $133,660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $133,660 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIANO TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SALLIE CALHOUN 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 | $1,279 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Comments