THE ARK WATCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ARK WATCH FOUNDATION (EIN 20-3618680)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-17
- IRS object ID
- 201522299349101187
- Schema version
- 2013v4.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T18:00:43-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264677183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZH PHILLIPS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 MAIN STREET 9TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203618680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARK WATCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARKW | BusinessNameControlTxt |
| Phone | 6509412455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 EAST PORTOLA AVENUE | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CELINE MYERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6509412455 | PhoneNum |
| Signature | 2015-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH KAMINSKI | PreparerPersonNm |
| PTIN | P00645581 | PTIN |
| Phone | 4157812500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $7,543 | 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 | $560,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $579 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $560,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,148 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,148 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $81,441 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40,721 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,720 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,928 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,927 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,581 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,696 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,696 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $598,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $555,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,543 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $45,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,543 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,208 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$21,247 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $26,933 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $28,790 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,543 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $579,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $160,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.616136 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $344,680 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $115,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.976743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $267,311 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 6.592879 | TotalDistributionRt |
| Average Distribution | 2.197626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $333,094 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $555,177 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KNIGHTSBRIDGEFARM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CELINE MYERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509412455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 EAST PORTOLA AVENUE | AddressLine1 |
| City | LOS ALTOS | City |
| State | CA | State |
| ZIP Code | 94022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CELINE MYERS | ||||||||
| 106 EAST PORTOLA AVENUE | LOS ALTOS | CA | 94022 | EXECUTIVE DIRECTOR/PRESIDENT | 60.00 | $108,148 | $0 | $0 |
| VICKI KERR | ||||||||
| 106 EAST PORTOLA AVENUE | LOS ALTOS | CA | 94022 | DIRECTOR & SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ANNA TWINNEY | ||||||||
| 106 EAST PORTOLA AVENUE | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON ARGO | ||||||||
| 106 EAST PORTOLA AVENUE | LOS ALTOS | CA | 94022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARELLA BRAUN & MARTEL LLP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $81,441 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ARK WATCH FOUNDATION PROVIDED A GRANT IN THE AMOUNT OF $125,000 TO THE BHWHS TO BE APPLIED TOWARDS THE CARE AND FEEDING OF MORE THAN 50 PERMANENTLY SANCTUARIED HORSES RESCUED BY THE ARK WATCH FOUNDATION AND ITS PARTNERS. | Description1Txt |
| Expenses1 | $125,000 | Expenses1Amt |
| Description2 | THE ARK WATCH FOUNDATION PROVIDED A $100,000 RESTRICTED GRANT TO THE DUCHESS SANCTUARY TO BE APPLIED TOWARDS THE COST OF CARE AND FEEDING THE HORSES PERMANENTLY SANCTUARIED THERE, NEARLY ALL OF WHOM WERE RESCUED FROM THE PREGNANT MARE URINE INDUSTRY BY AWF. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | THE ARK WATCH FOUNDATION AGREED TO PROVIDE A $30,000 GRANT TO EAGLE-EYE SANCTUARY FOUNDATION TO BE USED TOWARDS THE CARE, FEEDING AND VETTING OF A GROUP OF THIRTEEN BURROS THAT AWF RESCUED IN THE SALT LAKE CITY, UT AREA. IN RETURN, EESF AGREED TO PROVIDE THE BURROS AND THEIR OFFSPRING WITH LIFETIME SANCTUARY. | Description3Txt |
| Expenses3 | $30,000 | Expenses3Amt |
| Description4 | THE ARK WATCH FOUNDATION PROVIDED GRANTS TO VALLEY VIEW RANCH EQUINE RESCUE TOTALING $16,921 TO COVER THE COST OF HAULING RESCUED HORSES TO SAFETY.THE ARK WATCH FOUNDATION AWARDED A GRANT IN THE AMOUNT OF $10,000 TO BE USED TOWARDS GENERAL OPERATING EXPENSES FOR THE CARE AND FEEDING OF VALLEY VIEW RANCH'S RESCUED HORSES. | Description4Txt |
| Expenses4 | $26,921 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,579 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $7,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $555,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $555,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $555,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $267,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $571,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,177,683 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $555,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $547,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,725,281 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,725,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $267,311 | ExcessFromYear3Amt |
| Excess From Year2 | $338,892 | ExcessFromYear2Amt |
| Excess From Year1 | $571,480 | ExcessFromYear1Amt |
| Excess From Current Year | $547,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL PLACE SANCTUARY | ||||||||||||
| 17314 MCCOURTNEY ROAD | GRASS VALLEY | CA | 95949 | NONE | PC | CARE AND FEEDING OF RESCUED FARM ANIMALS, EDUCATIONAL PROGRAMS AND COMMUNITY OUTREACH SERVICES. | $10,000 | |||||
| BEAR VALLEY EQUINE RESCUE | ||||||||||||
| NONE | PC | VETERINARY, FEED AND CARE EXPENSES FOR A LARGE GROUP OF SEVERELY STARVED AND NEGLECTED HORSES. | $10,000 | BOX 19 SITE 6 RR2 | SUNDRE | ALBERTA | CA | TOM1X0 | ||||
| BLACK HILLS WILD HORSE SANCTUARY | ||||||||||||
| PO BOX 998 | HOT SPRINGS | SD | 57747 | NONE | PC | CARE AND FEEDING OF 50 HORSES GIVEN PERMANENT SANCTUARY AT BHWHS RESCUED BY AWF AND RESCUE PARTNERS. | $135,715 | |||||
| DREAM CATCHER SANCTUARY | ||||||||||||
| 528-125 MITCHELL ROAD | TERMO | CA | 96132 | NONE | PC | CARE AND FEEDING OF TWO RESCUED MUSTANGS GIVEN PERMANENT SANCTUARY FROM AN OVERCROWDED RESCUE. | $6,000 | |||||
| EAGLE-EYE SANCTUARY FOUNDATION | ||||||||||||
| 580 DEHARO STREET | SAN FRANCISCO | CA | 94107 | NONE | POF | CARE AND FEEDING OF PERMANENTLY SANCTUARIED BURROS RESCUED BY THE ARK WATCH FOUNDATION. | $30,000 | |||||
| HUMANITY FOR HORSES | ||||||||||||
| PO BOX 1510 | MOUNT SHASTA | CA | 96067 | NONE | PC | CARE AND FEEDING OF ARK WATCH FOUNDATION RESCUED/SANCTUARIED HORSES. | $15,000 | |||||
| PERSEVERANCE RANCH EQUINE RESCUE & SANCTUARY | ||||||||||||
| 81 S 300 EAST | CEDAR CITY | UT | 84720 | NONE | PC | CARE AND FEEDING FOR 13 RESCUED BURROS AND TRANSPORT TO PERMANENT SANCTUARY IN CALIFORNIA. | $15,845 | |||||
| RAY OF LIGHT FARM | ||||||||||||
| 232 TOWN STREET | EAST HADDAM | CT | 06423 | NONE | PC | FOR UNEXPECTED VETERINARY EXPENSES. | $5,000 | |||||
| RETURN TO FREEDOM WILD HORSE SANCTUARY | ||||||||||||
| 4115 JALAMA ROAD | LOMPOC | CA | 93436 | NONE | PC | GENERAL OPERATING EXPENSES AND CARE AND FEEDING OF RESCUED MUSTANGS, AND EDUCATIONAL PROGRAMS. | $10,000 | |||||
| SQUARE PEG FOUNDATION | ||||||||||||
| PMB 402 80 CABRILLO HWY NORTH | HALF MOON BAY | CA | 94019 | NONE | PC | CARE AND FEEDING OF RESCUED HORSES PLACED WITH SPF BY ARK WATCH FOUNDATION. | $10,000 | |||||
| THE FUND FOR ANIMALS INC | ||||||||||||
| 200 WEST 57TH STREET NO 705 | NEW YORK | NY | 10019 | NONE | PC | CARE AND FEEDING OF THE HORSES SANCTUARIED AT THE DUCHESS SANCTUARY. | $100,545 | |||||
| VALLEY VIEW RANCH EQUINE RESCUE | ||||||||||||
| 57025 JOLON ROAD | KING CITY | CA | 93930 | NONE | 501(C)(3) | TRANSPORTING RESCUED HORSES TO SAFETY, GENERAL OPERATING EXPENSES, AND CARE AND FEEDING. | $27,591 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,696 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| IRS REFUND | 01 | $9 |
| MISCELLANEOUS | 01 | $570 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERTS FOUNDATION | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 CAMPUS DRIVE SUITE 240 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 944032515 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $560,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,855 | Amt |
| Net Investment Income | $1,928 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,927 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $81,441 | LegalFeesAmt |
| Net Investment Income | $40,721 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,720 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANIMAL RESCUE-VETERINARY SERVICES | $5,474 | $0 | $5,474 |
| ANIMAL RESCUE-TRANSPORT | $687 | $0 | $687 |
| ANIMAL RESCUE-FEED | $5,129 | $0 | $5,129 |
| ANIMAL RESCUE-MISCELLANEOUS | $1,410 | $0 | $1,410 |
| BANK CHARGES | $50 | $0 | $50 |
| DUES AND SUBSCRIPTIONS | $262 | $0 | $262 |
| FARRIER | $25 | $0 | $25 |
| GIFTS | $352 | $0 | $352 |
| INSURANCE | $2,543 | $0 | $2,543 |
| OFFICE SUPPLIES | $51 | $0 | $51 |
| MEALS & ENTERTAINMENT | $168 | $0 | $168 |
| PAYROLL PROCESSING FEES | $1,414 | $0 | $1,414 |
| POSTAGE | $478 | $0 | $51 |
| PURCHASE OF RESCUE HORSES | $1,550 | $0 | $1,550 |
| REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $75 |
| VETERINARY SERVICES | $721 | $0 | $721 |
| WEBSITE MAINTENANCE | $143 | $0 | $143 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| IRS REFUND | $9 | $9 |
| MISCELLANEOUS | $570 | $570 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERTS FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 CAMPUS DRIVE SUITE 240 | AddressLine1 |
| City | SAN MATEO | City |
| State | CA | State |
| ZIP Code | 944032515 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| PAYROLL TAXES | $8,581 | $0 | $8,581 |
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