Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE FOUNDATION FOR SUSTAINABLE LIVING
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WILSON 333 LOMAS BLVD NE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBUQUERQUE, NM87102
A Employer identification number

20-2942519
B Telephone number (see instructions)

(505) 998-0301
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,347,297
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,020,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,848 8,848 8,848
4 Dividends and interest from securities... 26,828 26,828 26,828
5a Gross rents............ 7,155 7,155 7,155
b Net rental income or (loss) 3,668
6a Net gain or (loss) from sale of assets not on line 10 -5,989
b Gross sales price for all assets on line 6a 561,919
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 4,163
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 4,163 4,163
11 Other income (attach schedule)....... 65,443 65,443 65,443
12 Total. Add lines 1 through 11........ 1,126,448 108,274 112,437
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 42,907 33,250 33,250 9,657
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,615 0 0 0
c Other professional fees (attach schedule).... 16,909 16,909 16,909 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 657 0 0 201
19 Depreciation (attach schedule) and depletion... 9,335 3,487 3,487
20 Occupancy.............. 2,725 0 0 2,725
21 Travel, conferences, and meetings....... 64 0 0 64
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,641 0 0 3,641
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,853 53,646 53,646 16,288
25 Contributions, gifts, grants paid....... 25,850 25,850
26 Total expenses and disbursements. Add lines 24 and 25 112,703 53,646 53,646 42,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,013,745
b Net investment income (if negative, enter -0-) 54,628
c Adjusted net income (if negative, enter -0-)... 58,791
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,321,081 102,197 102,197
2 Savings and temporary cash investments......... 339,109 192,931 192,931
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 106,386 101,524 101,524
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 245,566 Click to see attachment751,141 877,416
c Investments—corporate bonds (attach schedule)....... 60,156 Click to see attachment410,991 411,802
11 Investments—land, buildings, and equipment: basis bullet1,172,000
Less: accumulated depreciation (attach schedule) bullet3,487 152,000 Click to see attachment1,168,513 1,168,513
12 Investments—mortgage loans............. 751,607 1,201,736 1,201,736
13 Investments—other (attach schedule).......... 1,029,476 Click to see attachment1,068,394 1,068,394
14 Land, buildings, and equipment: basis bullet142,300
Less: accumulated depreciation (attach schedule) bullet90,655 60,495 51,645 51,645
15 Other assets (describe bullet) Click to see attachment171,152 Click to see attachment171,139 Click to see attachment171,139
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,237,028 5,220,211 5,347,297
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment217,514 Click to see attachment16,627
23 Total liabilities (add lines 17 through 22)......... 217,514 16,627
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,019,514 5,203,584
29 Total net assets or fund balances (see instructions)..... 4,019,514 5,203,584
30 Total liabilities and net assets/fund balances (see instructions). 4,237,028 5,220,211
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,019,514
2
Enter amount from Part I, line 27a .....................
2
1,013,745
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
178,647
4
Add lines 1, 2, and 3 ..........................
4
5,211,906
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,322
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,203,584
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 34 SHRS HEALTH CARE SEL   2020-07-22 2021-12-01
b 19 SHRS HUMANA INC   2020-03-31 2021-12-01
c 50 SHRS INDUSTRIAL SEL SEC SPDR   2020-07-22 2021-12-01
d 344 SHRS ASTRAZENECA PLC   2021-09-10 2021-12-20
e 1003 SHRS AT&T   2021-09-02 2021-12-01
70 SHRS HEALTH CARE SEL   2021-04-27 2021-12-01
15 SHRS HUMANA INC   2021-05-12 2021-12-01
79 SHRS INDUSTRIAL SEL   2021-04-27 2021-12-01
348 SHRS ISHARES CORE GROWTH   2021-05-12 2021-12-20
71 SHRS MOLINA HEALTHCARE   2021-06-04 2021-12-01
45 SHRS TWILIO INC   2021-05-21 2021-12-15
3 SHRS AUTOZONE   2021-04-27 2021-06-04
127 SHRS BAIDU INC   2021-05-24 2021-06-21
311 SHRS CDK GLOBAL INC   2021-04-27 2021-08-04
300 CISCO SYSTEMS   2021-04-27 2021-09-10
210 SHRS DRAFTKINGS INC   2021-04-27 2021-05-12
49 SHRS EAST WEST BANCORP   2021-03-18 2021-04-26
35 SHRS EASTMAN   2021-03-18 2021-04-08
124 SHRS FORTIVE CORP   2021-04-27 2021-10-04
91 SHRS HORMEL FOODS   2020-04-09 2021-02-17
241 SHRS INVESCO S&P 500   2021-09-02 2021-10-06
158 ISHARES CORE GROWTH   2021-04-27 2021-10-28
180 SHRS ISHARES SHORT TREASURY   2021-04-27 2021-10-28
1124 SHRS JOBY AVIATION   2021-10-06 2021-11-24
33 SHRS LOCKHEED MARTIN   2021-10-21 2021-10-28
35000 SHRS ONEOK   2021-04-27 2021-11-01
79 SHRS QUANTUMSCAPE CORP   2021-04-08 2021-04-26
25000 SHRS ROCKWELL COLLINS   2021-05-12 2021-08-26
606 SHRS SI BONE INC   2021-09-10 2021-10-01
25000 SHRS SIMON PROPERTY   2021-03-18 2021-08-25
371 SHRS SOFTBANK CORP   2021-04-27 2021-05-21
42 SHRS SPOTIFY TECH   2021-07-27 2021-05-12
1896 SHRS SUMITOMO MITSUI   2021-04-28 2021-07-15
1685 SHRS VODAFONE GROUP   2021-05-12 2021-09-10
43 SHRS WAST MGMT   2020-04-09 2021-01-27
18 SHRS ADOBE   2020-03-31 2021-10-04
19 SHRS AMGEN   2020-04-09 2021-04-28
10 SHRS AUTOZONE   2020-04-07 2021-06-04
105 SHRS CISCO SYS   2020-04-09 2021-09-10
70 SHRS FORTIVE CORP   2020-06-30 2021-10-04
114 SHRS ISHARES CORE GROWTH   2020-07-22 2021-10-28
48 SHRS ISHRES SHORT TREASURY   2020-03-18 2021-10-28
13 SHRS ADOBE   2021-04-27 2021-10-04
121 SHRS ALLIANCE DATA SYSTEMS   2021-04-27 2021-08-03
182 SHRS AMERICAN ELEC PWR   2021-05-12 2021-10-28
25 SHRS AMGEN INC   2021-04-27 2021-04-27
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,426   3,560 866
b 7,999   5,945 2,054
c 5,093   3,560 1,533
d 19,341   19,338 3
e 22,935   29,840 -6,905
9,112   8,581 531
6,315   6,740 -425
8,047   8,052 -5
19,502   19,189 313
20,433   17,664 2,769
11,797   14,385 -2,588
4,109   4,382 -273
23,456   27,003 -3,547
14,661   16,916 -2,255
17,517   15,468 2,049
8,837   12,499 -3,662
3,755   4,037 -282
3,822   4,034 -212
8,757   8,954 -197
4,230   4,339 -109
20,767   22,449 -1,682
8,984   8,710 274
19,881   19,893 -12
9,189   10,136 -947
10,748   12,243 -1,495
35,000   35,227 -227
2,880   3,783 -903
25,305   25,306 -1
13,089   13,859 -770
25,097   25,157 -60
14,527   16,555 -2,028
9,441   12,338 -2,897
12,767   13,475 -708
27,649   30,865 -3,216
4,773   4,229 544
10,029   5,855 4,174
4,468   4,114 354
13,697   9,180 4,517
6,132   4,318 1,814
4,943   4,048 895
6,482   5,462 1,020
5,302   5,330 -28
7,242   6,557 685
11,005   12,070 -1,065
15,214   15,889 -675
5,878   6,374 -496
7,286     7,286
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       866
b       2,054
c       1,533
d       3
e       -6,905
      531
      -425
      -5
      313
      2,769
      -2,588
      -273
      -3,547
      -2,255
      2,049
      -3,662
      -282
      -212
      -197
      -109
      -1,682
      274
      -12
      -947
      -1,495
      -227
      -903
      -1
      -770
      -60
      -2,028
      -2,897
      -708
      -3,216
      544
      4,174
      354
      4,517
      1,814
      895
      1,020
      -28
      685
      -1,065
      -675
      -496
      7,286
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -5,989
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 -30,474
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 759
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 759
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,241
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,241 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNM
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFRANKLIN E WILSON Telephone no.bullet (505) 998-0301

    Located atbullet333 LOMAS BLVD NEALBUQUERQUENM ZIP+4bullet87102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletCS
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), 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? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a 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? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), 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? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRANKLIN E WILSON PRESIDENT
    3.00
    0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    FRANKLIN S WILSON VICE PRESIDENT
    1.00
    0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    GARY MAPLE SECRETARY
    3.00
    0 0 0
    333 LOMAS BLVD NE
    ALBUQUERQUE,NM87102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 INVESTMENT IN BAYVIEW LAGOON SA, A COSTA RICA CORPORATION AS A CFC. THIS CORPORATION OPERATES AN ORGANIC COFFEE FARM WHICH ESTABLISHES RESEARCH FACILITIES WITH THE PURPOSE OF DEVELOPING SUSTAINABLE PRODUCTION OF ORGANICALLY RAISED FOOD. ACTIVITY IS REPORTED ON FORM 5471. 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,300,698
    b
    Average of monthly cash balances.......................
    1b
    895,976
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,373,736
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,570,410
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,570,410
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    68,556
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,501,854
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    225,093
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
    2005-05-12
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
    58,791 77,500 16,371 10,453 163,115
    b 85% (0.85) of line 2a ......... 49,972 65,875 13,915 8,885 138,648
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
    42,138 43,079 55,743 32,469 173,429
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    42,138 43,079 55,743 32,469 173,429
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 5,220,211 4,237,028 4,259,206 3,865,562 17,582,007
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
            0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
            0
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    FRANKLIN E WILSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    A NEW DAY INC
    1330 SAN PEDRO STE 201-B
    ALBUQUERQUE,NM87110
      PUBLIC CHARITABLE - PROVIDES SHELTER FOR RUNAWAY YOUTH 2,500
    ALBUQUERQUE CENTER FOR SPIRITUAL LIVING
    2801 LOUISIANA NE
    ALBUQUERQUE,NM87110
      PUBLIC RELIGIOUS ORGANIZATION - SPIRITUAL COMMUNITY COMMITTED TO SPIRITUAL INSPIRATION, EDUCATION AND PRACTICES TO TRANSFORM LIVES AND COMMUNITIES. 3,000
    ALBUQUERQUE FAMILY ADVOCACY CENTER
    600 WYOMING BLVD NE
    ALBUQUERQUE,NM87123
      PUBLIC GOVERNMENT ORGANIZATION THAT PROVIDES SAFE, SECURE AND CARING ENVIRONMENT THAT FOCUSES ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. 2,500
    BARRETT FOUNDATION
    10300 CONSTITUTION AVE NE
    ALBUQUERQUE,NM87112
      PUBLIC CHARITABLE - END HOMELESSNESS FOR WOMEN AND CHILDREN 2,500
    BIG BROTHERS BIG SISTERS OF CENTRAL NM
    2500 LOUISIANA NE 200
    ALBUQUERQUE,NM87110
      PUBLIC CHARITABLE - HELP CHILDREN FACING ADVERSITY WITH STRONG AND EDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER. 2,000
    CIRCLES USA
    2801 LOUISIANA NE
    ALBUQUERQUE,NM87110
      PUBLIC CHARITABLE - SUPPORT FAMILIES IN POVERTY 2,000
    EL RANCHITO DE LOS NINOS INC
    2 PUESTA DEL SOL
    LOS LUNAS,NM87031
      PUBLIC CHARITABLE - HELP PROVIDE STABLE HOME ENVIRONMENT FOR CHILDREN AND FAMILIES IN NEED. 3,100
    JOY JUNCTION
    4500 2ND ST SW
    ALBUQUERQUE,NM87125
      PUBLIC RELIGIOUS ORGANIZATION - WORKS TO BREAK CYCLE OF HOMELESSNESS 2,500
    NM BOYS & GIRLS RANCHES INC
    PO BOX 9
    BELEN,NM87002
      PUBLIC CHARITABLE - OPERATES MULTI-DENOMINATIONAL CHRISTIAN HOMES FOR CHILDREN THAT CANNOT LIVE AT HOME. 1,000
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501
      PUBLIC CHARITABLE - EDUCATING THE PUBLIC, MEDIA AND POLICYMAKERS ABOUT SERIOUS CHALLENGES FACING NM AND BY DEVELOPING SOLUTIONS. 500
    UNM FOUNDATION
    700 LOMAS NE STE 108
    ALBUQUERQUE,NM87102
      PUBLIC CHARITABLE - SUPPORT EDUCATIONAL PROGRAMS 500
    ALBUQUERQUE COMMUNITY FOUNDATION
    624 TIJERAS AVE NW
    ALBUQUERQUE,NM87102
      PUBLIC CHARITABLE - SUPPORTS OTHER NONPROFIT ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS IN THE GREATER ALBUQUERQUE AREA FOCUSED ON ARTS & CULTURE, ECONOMIC DEVELOPMENT, EDUCATION, ENVIONMENTAL & HISTORIC PRESERVATION, HEALTH, AND HUMAN SERVICES. 1,000
    CNM FOUNDATION
    723 UNIVERSITY BLVD SE
    ALBUQUERQUE,NM87106
      PUBLIC CHARITABLE - SUPPORT EDUCATIONAL PROGRAMS 1,500
    LOST CAMPESINO FARM
    605 SANDIA RD NW
    ALBUQUERQUE,NM87107
      NC BUSINESS 750
    REALIZE IMPACT
    271 WINSLOW WAY E 11548
    BAINBRIDGE ISLAND,WA98110
      PUBLIC CHARITABLE - TO HELP RELIEVE POVERTY, CREATE JOBS, AND IMPROVE THE HEALTH OF COMMUNITIES. 500
    Total .................................bullet 3a 25,850
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 8,848  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 3,668  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -5,989  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         4,163
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 89,798 13,163
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    102,961
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    10 COSTA RICA SALES OF ORGANIC COFFEE PRODUCTS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE FOUNDATION FOR SUSTAINABLE LIVING
     
    Employer identification number

    20-2942519
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE FOUNDATION FOR SUSTAINABLE LIVING
     
    Employer identification number
    20-2942519
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    FRANK WILSON
    333 LOMAS BLVD NE
     
    ALBUQUERQUE, NM87102

    $ 1,020,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE FOUNDATION FOR SUSTAINABLE LIVING
     
    Employer identification number

    20-2942519
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    4220 EDITH BLVD, ALBUQUERQUE, NM $ 1,020,000 2021-10-20
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE FOUNDATION FOR SUSTAINABLE LIVING
     
    Employer identification number

    20-2942519
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,615 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    4220 EDITH NE BLDG 2021-10-20 816,000   SL 39.000000000000 3,487 3,487 3,487  
    4220 EDITH NE LAND 2021-10-20 204,000   L   0 0 0  
    6 LOTS HELD FOR INVESTMENT 2012-01-01 152,000   L   0 0 0  

    TY 2021 GeneralExplanationAttachment
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PAGE 5, LINE 11 NAME OF CONTROLLED ENTITY: BAYVIEW LAGOON SAADDRESS: 2-- MTRS. SO. OF FERRETERIA, SAN PEDRO SARCHI SUR, COSTA RICAEMPLOYER ID NO: 00-0000000EXCESS BUSINESS HOLDING: NO

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALTRAIA GROUP INC 50,130 51,659
    BAYER US FINANCE II 95,573 95,288
    EBAY INC 49,278 49,137
    GENERAL MOTORS FINANCIAL 30,186 30,092
    HYUNDAI CAPITAL AMERCIA 15,039 15,035
    INVESCO FINANCE PLC 10,000 10,560
    MORGAN STANLEY BOND ACCRUED INTEREST 0 3,837
    MORGAN STANLEY BOND ADJUSTEMENT 4,217 0
    ORACLE CORP 50,345 50,206
    O'REILLY AUTOMOTIVE 15,257 15,197
    RPM INTERNATIONAL 15,297 15,237
    RYDER SYSTEM 25,091 25,044
    SYNCHRONY FINANCIAL 50,578 50,510

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 12,090 12,256
    ACCENTURE PLC IRELAND 23,516 33,579
    ALPHABET INC 25,241 31,867
    AMERICAN BALANCED F2 108,343 121,838
    AMERICAN INC FD OF AMERICA F2 89,679 99,789
    CHEVRON CORP 27,777 29,924
    COMM SERV SELECT SECTOR SPOR 25,137 26,877
    CVS HEALTH CORP 15,929 19,291
    GILEAD SCIENCE 13,523 14,595
    HEALTH CARE SEL SECT SPDR FD 12,754 14,653
    HOME DEPOT 15,917 28,636
    INDUSTRIAL SEL SEC SPDR FD 13,344 13,755
    INVESCO ULTRA SHORT DURATION 24,488 24,446
    ISHARE SILVER SHARES 13,661 14,046
    L3HARRIS TECHNOLOGIES 17,767 18,339
    MORGAN STANLEY INVESTMENTS 6,238 0
    NASDAQ INC 16,441 18,061
    NIKE INC 9,636 18,500
    NORTHROP GRUMMAN 16,011 18,192
    NORTONLIFELOCK INC 15,674 19,953
    PARKER HANNIFIN COP 11,383 14,952
    PIONEER MLTI AST ULT SHT INC 23,776 23,703
    PROLOGIS INC 12,733 22,392
    QUALCOMM INC 12,403 17,190
    ROYAL DUTCH SHELL 18,695 18,424
    SCHWAB US DVD EQUITY ETF 43,582 67,008
    SPDR SER TRUST BBG BCL 18,301 18,286
    THE FINANCIAL SEL SECT SPDR FD 30,169 33,778
    THE TECHNOLOGY SEL SEC SPDR FD 20,975 27,471
    VANGUARD SHR-TM INFLAT PROTEC 55,958 55,615

    TY 2021 InvestmentsLandSchedule2
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    4220 EDITH NE BLDG 816,000 3,487 812,513 812,513
    4220 EDITH NE LAND 204,000 0 204,000 204,000
    6 LOTS HELD FOR INVESTMENT 152,000 0 152,000 152,000

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COSTA RICA PUBLICLY TRADED INVESTMENTS FMV 236,394 236,394
    INVESTMENT IN BAYVIEW LAGOON S.A. AT COST 832,000 832,000

    TY 2021 OtherAssetsSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    WATER RIGHTS 102,208 102,208 102,208
    DEPLETABLE ASSETS 128,336 128,336 128,336
    LESS ACCUMULATED DEPLETION -128,336 -128,336 -128,336
    ORGANIZATION COSTS 5,415 5,415 5,415
    BUILDING & EQUIPMENT COSTA RICA 63,244 63,244 63,244
    WORK IN PROGRESS 66 63 63
    COSTA RICA PREPAID EXPENSES 219 209 209


    TY 2021 OtherDecreasesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Amount
    PY ADJUSTMENT 8,322


    TY 2021 OtherExpensesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 268 0 0 148
    OTHER COSTA RICA EXPENSES 2,879 0 0 2,999
    TELEPHONE 464 0 0 464
    OUTSIDE SERVICES 30 0 0 30


    TY 2021 OtherIncomeSchedule2
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MORTGAGE LOANS INTEREST 53,840 53,840 53,840
    LATE FEES 2,603 2,603 2,603
    ESCROW REFUND 9,000 9,000 9,000


    TY 2021 OtherIncreasesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Amount
    CONSOLIDATION OF FOREIGN OPERATIONS 178,647


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED INCOME - COSTA RICA 217,514 16,627


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT INVESTMENT FEES 12,053 12,053 12,053 0
    MANAGEMENT FEES 4,856 4,856 4,856 0


    TY 2021 TaxesSchedule
    Name:
    THE FOUNDATION FOR SUSTAINABLE LIVING
    EIN:
    20-2942519
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 456 0 0 0
    PROPERTY TAXES 201 0 0 201