Paula And Cabot Sedgwick Family Foundation in Nogales, Arizona (AZ)

Paula And Cabot Sedgwick Family Foundation
Employer Identification Number (EIN)	204177878
Name of Organization	Paula And Cabot Sedgwick Family Foundation
In Care of Name	John Anthony Sedgwick
Address	PO BOX 1386, Nogales, AZ 85628-1386
Subsection	Educational Organization
Ruling Date	04/2007
Deductibility	Contributions are deductible
Foundation	Private operating foundation (other)
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$10,000,000 to $49,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$10,980,034
Amount of Income	$1,519,778
Form 990 Revenue Amount	$418,938
National Taxonomy of Exempt Entities (NTEE)	Food, Agriculture and Nutrition: Research Institutes and/or Public Policy Analysis

Non-representatives - add comments:

Amount of income in 2013: $1,519,778 (it was $2,025,673 in 2012)

Paula And Cabot Sedgwick Family Foundation:	$1,519,778
Other organizations performing similar types of work:	$127,333

Assets in 2013: $10,980,034 (it was $11,138,654 in 2012)

Paula And Cabot Sedgwick Family Foundation:	$10,980,034
Other organizations performing similar types of work:	$83,470

Expenses in 2013: $491,537

Paula And Cabot Sedgwick Family Foundation:	$491,537
Other organizations performing similar types of work:	$187,493

Income to expenses ratio in 2013: 3.1

Paula And Cabot Sedgwick Family Foundation:	3.1
Other organizations performing similar types of work:	1.1

Grants share in income in 2013: 17.3%

Paula And Cabot Sedgwick Family Foundation:	17.3%
Other organizations performing similar types of work:	96.8%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$326,262	$254,324	$125,448
Contributions, gifts, grants, etc., received	$56,400
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$104,145
Gross rents	$0
Gross sales price for all assets	$1,337,930
Gross profit from sales of goods	$2,417
Gross sales less returns and allowances	$2,417
Less: Cost of goods sold	$0
Other income	$18,886
Other	$144,414
Total expenses and disbursements	$491,537	$41,104	$32,720	$415,636
Compensation of officers, directors, trustees, etc.	$73,385
Pension plans, employee benefits	$24,708
Legal fees	$0
Accounting fees	$6,286
Interest	$0
Depreciation	$26,182
Occupancy	$11,544
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$489,977	$41,104		$414,076
Contributions, gifts, grants paid	$1,560
Excess of revenue over expenses and disbursements	$-165,275
Net investment income		$213,220
Adjusted net income			$92,728

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$11,391,940	$11,532,809	$11,138,654	$11,636,627	$10,980,034	$12,028,781
Cash - non-interest-bearing	$38,551		$230,780		$173,514
Investments-U.S. and state government obligations	$488,979		$434,033		$341,371
Investments-corporate stock	$0		$0		$0
Investments-corporate bonds	$90,395		$79,829		$184,960
Investments-mortgage loans	$0		$0		$0
Investments-other	$4,857,444		$4,637,183		$4,631,229
Other assets			$1,700		$0
Total liabilities	$1		$1		$6,655
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$6,655
Total liabilities and net assets/fund balances	$11,391,940		$11,138,654		$10,973,379

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$115,486	$19,091	$144,414
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$4,771	$968	$4,264
Total credits and payments	$0	$0	$0
Any penalty for underpayment of estimated tax	$17	$22	$22
Tax due		$990	$4,286
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		Yes	Yes
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	Yes	Yes	Yes
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$6,273,228	$6,105,598	$6,267,962
Net value of noncharitable-use assets		$5,987,098	$6,081,403
Minimum investment return	$308,957	$299,355	$304,070

	2011	2012	2013
Distributable Amount
Distributable amount	$0	$0	$0

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$0	$0	$0
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$92,728	$155,023	$184,946	$114,718	$547,415
Qualifying distributions made directly for active conduct of exempt activities	$415,636	$454,994	$457,305	$468,121	$1,796,056
Value of all assets	$1	$0	$0	$0	$1
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$202,713	$199,570	$205,971	$186,796	$795,050
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$104,145	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$0	$0	$0
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$0	$0	$0
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$0
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$0
Unrelated business taxable income	$0
Unrelated business taxable income before net operating loss deduction	$0
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$0
Specific deduction	$1,000

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Dairy Science Institute Inc	10255 W Higgins Rd, Rosemont, IL 60018-5606	IL	2011-02	$19,162,539
2	Fair Food Network	205 E Washington St Ste B, Ann Arbor, MI 48104-2030	MI	2009-07	$2,952,410
3	Weston A Price Foundation	4200 Wisconsin Avenue, Washington, DC 20016-2143	DC	1999-12	$1,748,624
4	Paula And Cabot Sedgwick Family Foundation	PO BOX 1386, Nogales, AZ 85628-1386	AZ	2007-04	$1,519,778
5	Committee On Sustainability Assessment	1008 S 9th St, Philadelphia, PA 19147-4707	PA	2012-06	$1,454,795
6	Socially Responsible Agriculturalproject Inc	249 Liberty St Ne Apt 212, Salem, OR 97301-3607	OR	2007-07	$1,121,723
7	The Non-Gmo Project	1155 N State Street, Bellingham, WA 98225-5037	WA	2008-05	$908,293
8	Food And Environment Reporting Network	241 East Seventh Street 5c, New York, NY 10009	NY	2011-07	$648,161
9	Grow Food	PO BOX 1714, Mount Vernon, WA 98273-1714	WA	2008-08	$569,256
10	Louis Groceries Nfp	53 W Jackson Blvd Ste 1337, Chicago, IL 60604-3545	IL	2012-05	$449,359
11	Nutritional Research Foundation Inc	4 Walter Foran Blvd No 408, Flemington, NJ 08822	NJ	2013-06	$351,436
12	Supporters For Agricultural Research	1919 S Eads St Ste 103, Arlington, VA 22202-3028	VA	2012-02	$351,000
13	Agricultural Safety And Health Council Of America	PO BOX 356, Marshfield, WI 54449-0356	WI	2010-05	$348,695
14	Lamesa Cotton Growers Inc	PO BOX 500, Lamesa, TX 79331-0500	TX	2014-08	$326,849
15	Food Policy Action	1436 U Street Nw Suite 200, Washington, DC 20009	DC	2013-02	$258,183
16	Iowa Citizens For Community Improvement Action Fund, Iowa Cci Action Fund	2001 Forest Avenue, Des Moines, IA 50311	IA	2012-05	$174,196
17	Atip Foundation Llc	505 E Border St, Arlington, TX 76010-7402	TX	2014-09	$165,005
18	Detroit Food Policy Council, Dfpc	2934 Russell St, Detroit, MI 48207-4826	MI	2012-02	$84,230
19	Domestic Fair Trade Association Inc	Po Box 300190, Jamaica Plain, MA 02130	MA	2010-11	$62,310
20	Ventanas En Corcovado Foundations Inc	733 S Kenyon Drive, Tucson, AZ 85710-4606	AZ	2007-08	$0

Number of organizations performing similar types of work

Alabama	1
Arkansas	1
Arizona	2
California	12
Colorado	3
District of Columbia	9
Florida	6
Georgia	3
Hawaii	4
Iowa	3
Idaho	2
Illinois	7
Kansas	2
Kentucky	1
Massachusetts	2
Maryland	2
Maine	1

Michigan	2
Minnesota	2
Missouri	4
North Carolina	6
Nebraska	2
New Jersey	2
New York	7
Ohio	2
Oklahoma	1
Oregon	5
Pennsylvania	2
Tennessee	1
Texas	8
Utah	2
Virginia	5
Washington	3
Wisconsin	3

Total

118

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