TATE FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TATE FAMILY CHARITABLE TRUST (EIN 82-6070002)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-03
- IRS object ID
- 202440949349100714
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-03T14:01:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W Main St Ste 800 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826070002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tate Family Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | Attn Trent Tate | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TATE | BusinessNameControlTxt |
| Phone | 2083447092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8052 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trenton Tate | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2083447092 | PhoneNum |
| Signature | 2024-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Trenton | PersonFirstNm |
| Person Last | Tate | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis W Burgess CPA | PreparerPersonNm |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2024-04-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,175,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,800 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,743 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $57 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,491 | CashBOYAmt |
| Cash EOY | $31,564 | CashEOYAmt |
| Cash EOYFMV | $31,564 | CashEOYFMVAmt |
| Corporate Stock BOY | $788,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $785,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,108,880 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $30,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $834,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $846,772 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,175,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $755,777 | CapitalStockBOYAmt |
| Capital Stock EOY | $755,777 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $78,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $834,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $846,772 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $834,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $846,772 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $834,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $846,772 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $846,772 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $4,338 | $2,454 | $1,884 | $1,884 | |
| Capital Gains Dividends | $17,426 | $17,426 | $17,426 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $129 | OverpaymentAmt |
| Applied To ES Tax | $129 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | Trenton Tate | IndividualWithBooksNm |
| Phone | 2083369958 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8052 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | ZIPCd |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Paula Bramble | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 0.25 | $0 | $0 | $0 |
| Eric Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 0.25 | $0 | $0 | $0 |
| Clinton Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 0.25 | $0 | $0 | $0 |
| Sydney P Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Chairman | 0.25 | $0 | $0 | $0 |
| Trenton Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,122,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,152,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,152,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,135,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $671 | TotalTaxAmt |
| Distributable Before Adj | $56,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,557 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,304 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,304 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,832 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boise Baroque Orchestra | |||||||
| 1020 W Main St Ste 311 | Boise | ID | 83702 | None | PC | General contribution, area of greatest need | $500 |
| Boise Public Schools Education Foundation | |||||||
| 8169 W Victory Rd | Boise | ID | 83709 | None | PC | General contribution, area of greatest need | $5,000 |
| Boys & Girls Clubs of Ada County | |||||||
| 610 East 42nd St | Garden City | ID | 837146388 | None | PC | General contribution, area of greatest need | $500 |
| Camp Wawenock | |||||||
| 33 Wawenock Rd | Raymond | ME | 04071 | None | PC | Camp Wawenock Scholarship Fund | $500 |
| CATCH of Ada County | |||||||
| 503 S Americana Blvd | Boise | ID | 83702 | None | PC | General contribution, area of greatest need | $500 |
| Chrysalis Womens Transitional Living | |||||||
| PO Box 7494 | Boise | ID | 83707 | None | PC | General contribution, area of greatest need | $1,000 |
| Create Common Good | |||||||
| 2760 W Excursion Ln Ste 105 | Meridian | ID | 83642 | None | PC | General contribution, area of greatest need | $500 |
| Hope House | |||||||
| PO Box 550 | Marsing | ID | 836390550 | None | PC | General contribution, area of greatest need | $1,000 |
| Idaho Foodbank | |||||||
| 3630 E Commercial Ct | Meridian | ID | 83642 | None | PC | General contribution, area of greatest need | $4,000 |
| Interfaith Sanctuary | |||||||
| 1620 W River St | Boise | ID | 83702 | None | PC | General contribution, area of greatest need | $1,000 |
| Intermountain Bird Observatory | |||||||
| 1173 W University Drive | Boise | ID | 83706 | None | PC | General contribution, area of greatest need | $500 |
| Josephy Center for Arts | |||||||
| PO Box 949 | Joseph | OR | 97846 | None | PC | General contribution, area of greatest need | $500 |
| Lifes Kitchen | |||||||
| PO Box 45632 | Boise | ID | 83711 | None | PC | General contribution, area of greatest need | $1,000 |
| McCall Winter Sports Club | |||||||
| PO Box 38 | McCall | ID | 83638 | None | PC | General contribution, area of greatest need | $1,500 |
| TIP Treasure Valley | |||||||
| 9105 Rockstone Ct | Kuna | ID | 83634 | None | PC | General contribution, area of greatest need | $750 |
| Terry Reilly Health Services | |||||||
| 211 16th Ave N | Nampa | ID | 83687 | None | PC | General contribution, area of greatest need | $4,000 |
| The American Red Cross of Greater Idaho | |||||||
| 5380 Franklin Rd | Boise | ID | 83705 | None | PC | General contribution, area of greatest need | $1,000 |
| The College of Idaho | |||||||
| 2112 Cleveland Blvd | Caldwell | ID | 83605 | None | PC | General contribution, area of greatest need | $5,000 |
| The Nature Conservancy in Idaho | |||||||
| PO Box 2770 | Hailey | ID | 83333 | None | PC | General contribution, area of greatest need | $1,000 |
| Wallowa Valley Music Alliance | |||||||
| PO Box 148 | Enterprise | OR | 97828 | None | PC | General contribution, area of greatest need | $1,250 |
| Womens & Childrens Alliance | |||||||
| 720 W Washington | Boise | ID | 83702 | None | PC | General contribution, area of greatest need | $1,500 |
| Bridge Ada County co Treasure Valley YMCA | |||||||
| 1050 W State St | Boise | ID | 83702 | None | PC | General contribution, area of greatest need | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,732 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,042 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $3,248 | $14,529 |
| ABBVIE INCORPORATED | $5,097 | $29,599 |
| CHEVRON CORP | $41,397 | $73,808 |
| COCA-COLA CO | $777 | $1,355 |
| EXXON MOBIL CORP | $27,230 | $69,986 |
| GENERAL DYNAMICS CORP | $1,990 | $7,790 |
| GENERAL MILLS INC | $15,244 | $29,313 |
| IBM | $7,234 | $9,813 |
| JOHNSON & JOHNSON | $5,263 | $12,696 |
| KONTOOR BRANDS INC | $915 | $2,497 |
| KYNDRYL HIDGS INC | $317 | $249 |
| MDU RESOURCES GROUP INC | $5,579 | $7,920 |
| OTIS WORLDWIDE | $2,798 | $8,947 |
| PFIZER INC | $24,970 | $17,879 |
| PROCTOR & GAMBLE CO | $22,003 | $56,418 |
| RAYTHEON TECHNOLOGIES CORP | $6,226 | $16,828 |
| TARGET CORP | $13,594 | $37,456 |
| VERIZON COMMUNICATIONS | $5,196 | $4,072 |
| VODAFONE GROUP PLC NEW SPONSORED ADR | $12,169 | $1,955 |
| WABTEC CORP | $156 | $254 |
| CAPITAL INCOME BUILDER | $74,149 | $88,958 |
| CAPITAL WORLD GROWTH & INCOME | $92,219 | $143,177 |
| FUNDAMENTAL INVESTORS CI A | $32,842 | $54,782 |
| FRANKLIN MUTUAL GLOBAL | $80,772 | $79,428 |
| FRANKLIN MUTUAL SHARES FUND | $43,729 | $37,551 |
| GOLDMAN SACHS BOND CI A | $89,855 | $76,149 |
| GROWTH FUND OF AMERICA | $58,369 | $96,422 |
| INCOME FUND OF AMERICA | $90,529 | $95,511 |
| SMALLCAP WORLD FUND | $21,338 | $33,538 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vanguard S&P 500 ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $30,003 | BookValueAmt |
| EOYFMV | $35,381 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |