THE RED CABIN FOUNDATION TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE RED CABIN FOUNDATION TRUST (EIN 26-6704556)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349101819
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:29:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 266704556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Red Cabin Foundation Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | REDC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J STEPHEN GOODFELLOW | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171325000079 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 70AA59F2BE43B178611149847D763A183DD9022D | AtSubmissionFilingDeviceId |
| 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 | $4,485,536 | 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 | $1,514,981 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,486 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,486 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,708,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $80 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $80 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,053 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,148 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,376 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,645,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,018,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,001 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,733,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,391,616 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,479,535 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,751,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,397,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,485,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,751,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,397,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,751,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,397,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,751,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,397,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,751,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,645,633 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,397,617 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,397,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $188,337 | GrossSalesPriceAmt |
| Cost Or Other Basis | $68,058 | CostOrOtherBasisAmt |
| Gain Or Loss | $120,279 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $120,279 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,279 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,562 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,924,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028351 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,596 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,938,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,260 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,376,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,041 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,267,149 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,958 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,280,523 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05229 | DistributionYr5Rt |
| Total Distribution | 0.246706 | TotalDistributionRt |
| Average Distribution | 0.049341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,025,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $149,305 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $151,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,555 | SubtotalAmt |
| Tax Based On Investment Income | $3,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,155 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Tamar Chotzen Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Zoe Chotzen-Tsuruda | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Chad S Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Chelsea D Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| J Stephen Goodfellow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,022,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,072,068 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,072,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,025,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,555 | TotalTaxAmt |
| Distributable Before Adj | $147,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,956 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,312 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $44,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,312 | AppliedToYear1Amt |
| Applied To Current Year | $5,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $142,100 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J Stephen Goodfellow | ContributingManagerNm |
| Contributing Manager | Tamar Chotzen Goodfellow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 E 33RD ST 7TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $3,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 200 LIHOLIHO ST | WAILUKU | HI | 96793 | N/A | PC | Maui County Council - Capital Campaign | $5,000 |
| GIFT FOUNDATION OF HAWAII | |||||||
| 1288 ALA MOANA BLVD STE 208 | HONOLULU | HI | 96814 | N/A | PC | Charitable Event | $10,000 |
| HAWAII STATE JUNIOR GOLF ASSOCIATION INC | |||||||
| 4330 KUKUI GROVE ST | LIHUE | HI | 96766 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE A WISH HAWAII INC | |||||||
| PO BOX 1877 | HONOLULU | HI | 96805 | N/A | PC | General & Unrestricted | $1,000 |
| MAUI FAMILY YMCA | |||||||
| 250 KANALOA AVE | KAHULUI | HI | 96732 | N/A | PC | Annual Support Campaign | $1,500 |
| MAUI FARM INC | |||||||
| PO BOX 1776 | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $500 |
| MAUI HUMANE SOCIETY INC | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | N/A | PC | General & Unrestricted | $1,000 |
| SEABURY HALL | |||||||
| 480 OLINDA RD | MAKAWAO | HI | 96768 | N/A | PC | Financial Aid Program | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,813 | 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 | Goodfellow J Stephen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1826 | AddressLine1Txt |
| City | Wenatchee | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,514,981 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | TOURMALINE OIL CORP TRMLF, 3125 sh. | $83,422 | 2016-12-29 |
| 1 | BONAVISTA ENERGY C COM NPV BNPUF, 23750 sh. | $84,312 | 2016-12-22 |
| 1 | BIRCHCLIFF ENERGY NEW COM NPV BIREF, 27650 sh. | $195,347 | 2016-12-22 |
| 1 | SEVEN GENERATIONS COM NPV 'WI' SVRGF, 16782 sh. | $382,210 | 2016-12-22 |
| 1 | TORC OIL & GAS LTD COM NPV VREYF, 10875 sh. | $67,860 | 2016-12-22 |
| 1 | ARC ENERGY TRUST UTS AETUF, 8500 sh. | $144,118 | 2016-12-22 |
| 1 | ALEXANDER AND BALDWIN HOLDINGS INC ALEX, 3599 sh. | $159,760 | 2016-12-22 |
| 1 | CRESCENT POINT ENERGY CORPORATION CPG, 12500 sh. | $173,125 | 2016-12-22 |
| 1 | DEVON ENERGY CORPORATION DVN, 3000 sh. | $141,015 | 2016-12-22 |
| 1 | TOURMALINE OIL CORP TRMLF, 3125 sh. | $83,812 | 2016-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $80 | Amt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXANDER AND BALDWIN HOLDINGS | $159,760 | $161,487 |
| ALLIANZ NFJ DIVIDEND VAL (P | $391,699 | $486,583 |
| AMERICAN FUNDS EUROPACIFIC GRO | $501,423 | $486,699 |
| ARC ENERGY TRUST UTS | $144,118 | $145,945 |
| BARON GROWTH FUND INSTL | $69,533 | $73,404 |
| BIRCHCLIFF ENERGY NEW COM NPV | $195,347 | $193,716 |
| BONAVISTA ENERGY C COM NPV | $84,313 | $85,690 |
| COLUMBIA SELECT LARGE CAP GROW | $468,254 | $410,681 |
| CRESCENT POINT ENERGY CORPORAT | $173,125 | $169,875 |
| DEVON ENERGY CORPORATION | $141,015 | $137,010 |
| JP MORGAN MID CAP VALUE SEL | $101,434 | $125,483 |
| KEELEY SMALL CAP VALUE FUND CL | $66,994 | $82,533 |
| MFS BOND I | $555,606 | $579,102 |
| MUNDER MIDCAP CORE GROWTH FUND | $114,595 | $123,766 |
| PIMCO INCOME FUND P CLASS | $607,096 | $598,279 |
| SEVEN GENERATIONS COM NPV 'WI' | $382,210 | $384,526 |
| TORC OIL & GAS LTD COM NPV | $67,860 | $67,425 |
| TOURMALINE OIL CORP | $167,234 | $167,331 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,351 | $15,351 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,053 | Amt |
| Net Investment Income | $16,053 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $1,400 |
| 990-PF Excise Tax for 2015 | $748 |
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