WASHAKIE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-09
- IRS object ID
- 201521609349100452
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-09T15:53:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261459358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washakie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | stephen r weeks | PersonNm |
| Person Title | co president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-06-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,330,344 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,680,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,398 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $793 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $500,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,570 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $68,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,038 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $342 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $328,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $328,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $430,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $481,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,804 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $606,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $555,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $588,357 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,528,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,142,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,774,254 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $962,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $828,667 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $847,929 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,579,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,646,833 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,330,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,579,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,646,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,579,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,646,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,579,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,646,833 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,579,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,667 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,646,833 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,646,833 | 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 | $1,680,266 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,382,868 | CostOrOtherBasisAmt |
| Gain Or Loss | $297,398 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $297,398 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,398 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $371,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,309,730 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $377,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,505,459 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050289 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $347,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,673,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045244 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,122 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,186,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,892 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,980,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044822 | DistributionYr5Rt |
| Total Distribution | 0.240295 | TotalDistributionRt |
| Average Distribution | 0.048059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,421,249 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,304 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,529 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,304 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,304 | SubtotalAmt |
| Tax Based On Investment Income | $4,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,004 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,304 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | DE | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Stephen Weeks | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 |
| Tacy Weeks Hahn | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir / Sec | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 17th Street Suite 4100 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $68,038 | CompensationAmt |
| 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 | $7,147,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,534,263 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,534,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,421,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,304 | TotalTaxAmt |
| Distributable Before Adj | $366,758 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $366,758 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $366,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,529 | 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 | $363,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,304 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $359,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,068 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $363,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,068 | AppliedToYear1Amt |
| Applied To Current Year | $7,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $359,297 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | National Security Division | $1,500 |
| AUROVILLE INTERNATIONAL USA | |||||||
| 2621 W HWY 12 | LODI | CA | 95242 | N/A | PC | WasteLess Project | $2,500 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 777 E GIRARD AVE | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $1,500 |
| CHARLES ARMSTRONG SCHOOL | |||||||
| 1405 SOLANA DR | BELMONT | CA | 94002 | N/A | PC | General & Unrestricted | $2,500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $1,500 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | N/A | PC | General & Unrestricted | $5,000 |
| COLORADO YOUTH FOR A CHANGE | |||||||
| 2931 W 25TH AVE APT 201 | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $1,500 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 |
| DANA HALL SCHOOLS | |||||||
| PO BOX 9010 | WELLESLEY | MA | 02482 | N/A | PC | General & Unrestricted | $1,000 |
| DEBATE MATE INC | |||||||
| 8 PLYMPTON ST APT 32 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $5,000 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $15,000 |
| DENVER RESCUE MISSION | |||||||
| 3501 E 46TH AVE | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $5,000 |
| GREAT OLD BROADS FOR WILDERNESS | |||||||
| PO BOX 2924 | DURANGO | CO | 81302 | N/A | PC | General & Unrestricted | $1,500 |
| GREATER YELLOWSTONE COALITION INC | |||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $2,500 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $1,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | Manuscript Department of the Lilly Library | $2,500 |
| LABYRINTH INC | |||||||
| 155 BANK ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $1,500 |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS | |||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | N/A | PC | General & Unrestricted | $1,500 |
| MOZILLA FOUNDATION | |||||||
| 331 E EVELYN AVE | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $3,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | To be used on projects that are West of the Mississippi and in the United States | $5,000 |
| NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $1,500 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 401 SPRING ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $2,500 |
| OJAI VALLEY SCHOOL | |||||||
| 723 EL PASEO RD | OJAI | CA | 93023 | N/A | PC | General & Unrestricted | $25,000 |
| PACHAMAMA ALLIANCE | |||||||
| PRESIDIO BLDG 1009 PO BOX 29191 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $5,000 |
| PRO PUBLICA INC | |||||||
| ONE EXCHANGE PLZ 55 BROADWAY 2 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| PYE GLOBAL | |||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | N/A | PC | General & Unrestricted | $100,000 |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $1,500 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | General & Unrestricted | $72,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | 2014 Interns Program | $10,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | 2014 Legal Program | $15,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 431 UREN ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $1,500 |
| SIERRA WATCH | |||||||
| 408 BROAD ST STE 12 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| STARTINGBLOC NFP | |||||||
| 1877 BROADWAY STE 100 | BOULDER | CO | 80302 | N/A | PC | Jesus Panagiotis Kalergis's SB LA '14 attendance | $1,100 |
| THE FOUNDATION FOR SPORTS MEDICINE AND ARTHRITIS R | |||||||
| 3727 BUCHANAN ST | SAN FRANCISCO | CA | 94123 | N/A | PC | General & Unrestricted | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $328,600 | 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 | $112 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,060 | 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 | $297,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $500,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $500,363 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANADARKO PETROLEUM CORP - 5.95 | $57,055 | $58,816 |
| APACHE CORP - 5.625% - 01/15/2 | $86,629 | $81,041 |
| BOSTON PROPERTIES - 5.625% - 1 | $57,257 | $57,048 |
| CARDINAL HEALTH INC NOTE - 04. | $54,293 | $54,730 |
| CISCO SYSTEMS - 4.950% - 02/15 | $105,356 | $111,761 |
| DEVON ENERGY CORP NOTE - 6.300 | $59,025 | $57,004 |
| GOLDMAN SACHS GROUP INC - 5.37 | $55,488 | $56,035 |
| HEWLETT-PACKARD CO - 4.050% - | $49,403 | $50,795 |
| JPMORGAN CHASE & CO SR NT - 6. | $106,098 | $111,883 |
| MURPHY OIL CORP FR - 4.000% - | $49,980 | $45,963 |
| SOUTHWEST AIRLINES NTS - 5.75% | $95,250 | $108,045 |
| WHIRLPOOL CORP - 04.700% - 06/ | $52,833 | $54,808 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC. | $124,971 | $122,180 |
| AMERICAN EXPRESS CO | $131,141 | $148,864 |
| AMERICAN TOWER REIT INC | $122,258 | $128,505 |
| ANADARKO PETROLEUM CORP | $121,503 | $107,250 |
| APPLE INC. | $116,785 | $270,431 |
| COCA-COLA CO | $141,037 | $168,880 |
| DOMINION RESOURCES INC | $137,800 | $153,800 |
| EMERSON ELECTRIC CO. | $119,796 | $111,114 |
| FREEPORT-MCMORAN COPPER & GOLD | $129,025 | $81,760 |
| GENERAL ELECTRIC CO | $80,100 | $126,350 |
| GILEAD SCIENCES INC | $53,685 | $150,816 |
| GOOGLE INC CL A | $187,365 | $252,064 |
| ILLINOIS TOOL WORKS | $119,389 | $132,580 |
| INVESCO PLC | $123,825 | $142,272 |
| JAZZ PHARMACEUTICALS INC | $53,292 | $147,357 |
| NORDSTROM INC | $126,594 | $158,780 |
| NOVARTIS AG ADR | $113,182 | $138,990 |
| NUANCE COMMUNICATIONS, INC. | $135,930 | $85,620 |
| OIL SVC HLDRS TR | $114,730 | $107,760 |
| QUALCOMM INC | $106,075 | $118,928 |
| ROCHE HOLDING LTD ADR | $127,429 | $115,566 |
| SANDISK CORP | $77,312 | $122,475 |
| SCHLUMBERGER LTD | $91,008 | $106,763 |
| SPDR GOLD SHARES | $731,783 | $738,270 |
| STANLEY BLACK & DECKER INC | $138,198 | $144,120 |
| STARBUCKS CORP COM | $124,474 | $164,100 |
| TEMPLETON GLOBAL BD | $871,084 | $846,695 |
| TORONTO DOMINION | $120,443 | $119,450 |
| UNION PACIFIC | $121,552 | $154,869 |
| V F CORP | $123,355 | $149,800 |
| WALT DISNEY HOLDINGS CO. | $135,030 | $141,285 |
| YUM BRANDS INC | $122,363 | $116,560 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $555,848 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $588,357 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,904 | $34,904 | |
| Bank Charges | $342 | $342 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $793 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $68,038 | Amt |
| Net Investment Income | $68,038 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $787 | Amt |
| Net Investment Income | $787 | NetInvestmentIncomeAmt |