KEMMERER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEMMERER FAMILY FOUNDATION (EIN 22-3706044)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349103027
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:21:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223706044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kemmerer Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % John L Kemmerer III | InCareOfNm |
| Business Name Control | KEMM | BusinessNameControlTxt |
| Phone | 9736351760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Main Street | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L KEMMERER III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9736351760 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KEMMERER III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,605,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,787,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,787,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$204,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,405,374 | GrossSalesPriceAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,583,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,787,777 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $110,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,868 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,406 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $178,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,288,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,137,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,705,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,661,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,789,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,529,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,529,453 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $29,209,229 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,764,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,113,082 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $963,390 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,999,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,293,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,605,925 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,999,191 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,293,928 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,999,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,293,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,999,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,293,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,999,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,705,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,293,928 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,293,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$204,766 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$204,766 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,088 | SubtotalAmt |
| Tax Based On Investment Income | $23,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,686 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,686 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,598 | OverpaymentAmt |
| Applied To ES Tax | $1,598 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kemmerer Resources Corp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736351760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Main Street | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN L KEMMERER III | ||||||
| 323 Main Street | Chatham | NJ | 07928 | President | 0.000 | $0 |
| ELIZABETH K GRAY | ||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Trsurer | 0.000 | $0 |
| CONSTANCE A KEMMERER | ||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Scrtry | 0.000 | $0 |
| PETER F NEJES | ||||||
| 323 Main Street | Chatham | NJ | 07928 | Trsuer Scrt | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,586,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,589,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $63,589,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $953,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,635,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,131,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,131,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,088 | TotalTaxAmt |
| Distributable Before Adj | $3,108,690 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,108,690 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,108,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,137,500 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,137,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,108,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,105,272 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,137,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,105,272 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,228 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,076,462 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Wyoming Pathways | ||||||
| PO Box 725 | Lander | WY | 82520 | PC | MooseWilson Corridor efforts | $30,000 |
| Teton County Search & Rescue | ||||||
| PO Box 1063 | Jackson | WY | 83001 | PC | SARdedicated Helicopter | $400,000 |
| American Red Cross | ||||||
| 209 Fairfield Road | Fairfield | NJ | 07004 | PC | Turkey Syria Earthquake | $25,000 |
| A Caring Center for Woman | ||||||
| 1986 31st Avenue Ste 100 | Vero Beach | FL | 32960 | PC | Support Ministry | $2,500 |
| Woman's Care Center | ||||||
| 911 Delaware Avenue | Fort Pierce | FL | 34950 | PC | Pregnant Women Support | $10,000 |
| Gifford Youth Achievement Center | ||||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | PC | Youth Career Goals | $5,000 |
| Turning Point USA | ||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | PC | Education Training | $5,000 |
| Community Foundation of Teton Valley | ||||||
| PO Box 1523 | Driggs | ID | 83422 | PC | Tin Cup Challenge | $20,000 |
| Community Foundation of Jackson Hole | ||||||
| 245 E Simpson Ave | Jackson | WY | 83001 | PC | Community Charitable Events | $115,000 |
| Friends of Pathways | ||||||
| PO Box 2062 | Jackson | WY | 83001 | PC | Pathway Connections | $50,000 |
| Salisbury School | ||||||
| 251 Canaan Road | Salisbury | CT | 06068 | PC | Campus Chapel Renovation | $100,000 |
| Wyoming Catholic Ministries | ||||||
| PO Box 227 | Cheyenne | WY | 82003 | PC | Catholic Schools | $20,000 |
| University of Wyoming Foundation | ||||||
| 222 South 22nd Street | Laramie | WY | 82070 | PC | WORTH Student Support Fund | $25,000 |
| St Lukes Wood River Foundation | ||||||
| PO Box 7005 | Ketchum | ID | 83340 | PC | Workforce Housing Fund | $100,000 |
| Spur Community Foundation | ||||||
| PO Box 6184 | Ketchum | ID | 83340 | PC | Emergency Responders Housing | $100,000 |
| The Advocates | ||||||
| PO Box 3216 | Hailey | ID | 83333 | PC | Housing Childcare Support | $100,000 |
| Mt Mansfield Ski Club & Academy | ||||||
| 403 Spruce Peak | Stowe | VT | 05672 | PC | Student Lodge | $150,000 |
| Kemmerer Library | ||||||
| 19 Blue Mill Road | New Vernon | NJ | 07976 | PC | Library Expansion | $500,000 |
| Teton National Park Foundation | ||||||
| PO Box 249 | Moose | WY | 83012 | PC | Park Improvements | $50,000 |
| Ring Lake Ranch | ||||||
| 570 Trail Lake Road | Dubois | WY | 82513 | PC | Capital Campaign | $50,000 |
| Jackson Hole Historical Society & Museum | ||||||
| 225 N Cache St | Jackson | WY | 83001 | PC | History on the Block | $50,000 |
| Boys & Girls Club of Dubois | ||||||
| PO Box 65 | Dubois | WY | 82513 | PC | Learn Grow | $10,000 |
| Arch Community Housing Trust | ||||||
| PO Box 1292 | Ketchum | ID | 83340 | PC | Housing for school employees | $225,000 |
| University of Wisconsin Foundation | ||||||
| 1845 University Ave | Madison | WI | 53726 | PC | Support medicine | $50,000 |
| Mind & Life Institute | ||||||
| 977 Seminole Trail | Charlottesville | VA | 22901 | PC | Research Educational resources | $100,000 |
| Flourish Foundation | ||||||
| PO Box 2429 | Ketchum | ID | 83340 | PC | Student Personal Growth | $35,000 |
| Amanzi Water to Schools | ||||||
| 927 Sandcherry Way | Jackson | WY | 83001 | PC | Studnet Academics | $25,000 |
| Light on the Mountains Center | ||||||
| 12446 State Highway | Sun Valley | ID | 83353 | PC | Wellness Support | $5,000 |
| Wood River Land Trust | ||||||
| 119 E Bullion Street | Hailey | ID | 83333 | PC | Preservation | $150,000 |
| The Nature Conservancy | ||||||
| 4245 N Fairfax Drive | Arlington | VA | 22203 | PC | Conserve Land Waters | $150,000 |
| Blaine County Senior Connection | ||||||
| PO Box 28 | Hailey | ID | 83333 | PC | Food Health | $50,000 |
| Wood River Community YMCA | ||||||
| PO Box 6801 | Ketchum | ID | 83340 | PC | Programs Services | $25,000 |
| Ecosystem Science Foundation | ||||||
| 202 N 9th St Ste 400 | Boise | ID | 83702 | PC | Silver Creek Watershed Program | $10,000 |
| The Institure of World Politics | ||||||
| 1521 16th Street NW | Washington | DC | 20036 | PC | Academic Scholarships | $15,000 |
| Rotarun Ski Club | ||||||
| PO Box 2083 | Hailey | ID | 83333 | PC | Community Outreach | $40,000 |
| Idaho Horse Rescue | ||||||
| 890 E Franklin Rd Ste 202 | Meridian | ID | 83642 | PC | Horse IHR | $10,000 |
| Climb Wyoming | ||||||
| PO Box 425 | Cheyenne | WY | 82003 | PC | Single Moms | $10,000 |
| Market Street Mission | ||||||
| 9 Market Street | Morristown | NJ | 07960 | PC | Food Shelter | $20,000 |
| Holy Land Christian Society | ||||||
| PO Box 6557 | Falls Church | VA | 22040 | PC | Orphanage in Israel | $10,000 |
| Diocese of Cheyenne | ||||||
| PO Box 1468 | Cheyenne | WY | 82003 | PC | Outreach | $10,000 |
| Diocese of Paterson | ||||||
| 777 Valley Road | Clifton | NJ | 07013 | PC | Ministries Appeal | $10,000 |
| Compass Women's Care | ||||||
| PO Box 436 | Jackson | WY | 83001 | PC | Parenting Education | $5,000 |
| Corpus Christi | ||||||
| 234 Southern Blvd | Chatham | NJ | 07928 | PC | Community Outreach | $20,000 |
| TVRC Education Foundation | ||||||
| PO Box 4915 | Jackson | WY | 83001 | PC | Facilities upgrades scholorships | $27,500 |
| Jackson Hole Children's Museum | ||||||
| PO Box 995 | Jackson | WY | 83001 | PC | Child Development | $50,000 |
| St John the Baptist | ||||||
| 1849 Lincoln Ave | Whiting | IN | 46394 | PC | Capital Projects | $50,000 |
| Independent Women's Forum | ||||||
| 4 Weems Lane Ste 312 | Winchester | VA | 22601 | PC | Women Causes | $25,000 |
| Sisters of Christian Charity | ||||||
| 350 Bernardsville Road | Mendham | NJ | 07945 | PC | Christmas Appeal | $5,000 |
| Turning Point USA | ||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | PC | Educating Students | $5,000 |
| Brain Chemistry Labs | ||||||
| 1130 S Highway 29 Ste D | Jackson | WY | 83001 | PC | Cures for serious illness | $5,000 |
| Upaya Institute & Zen Center | ||||||
| 1404 Cerro Gordo Road | Santa Fe | NM | 87501 | PC | Querencia Remodel Fund | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,110,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,787,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$204,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,583,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,583,011 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 05252023 | |||||||
| 3M Company | 2006-04 | Buy | 2023-05 | $575,954 | $485,084 | cost | $90,870 |
| 05252023 | |||||||
| 3M Company | 2018-02 | Buy | 2023-05 | $287,977 | $685,984 | cost | -$398,007 |
| 05252023 | |||||||
| AT T | 2008-11 | Buy | 2023-05 | $379,967 | $574,498 | cost | -$194,531 |
| 05252023 | |||||||
| Gilead Sciences | 2016-05 | Buy | 2023-05 | $843,259 | $878,630 | cost | -$35,371 |
| 05232023 | |||||||
| Intel | 2010-04 | Buy | 2023-05 | $1,352,696 | $1,329,449 | cost | $23,247 |
| 05252023 | |||||||
| Pfizer | 2010-02 | Donor | 2023-05 | $1,400,939 | $899,644 | donor basis | $501,295 |
| 05252023 | |||||||
| Warner Bros Discovry | 2008-11 | Buy | 2023-05 | $68,088 | $176,251 | cost | -$108,163 |
| 05252023 | |||||||
| Weyerhauser | 2015-07 | Buy | 2023-05 | $1,440,904 | $1,580,600 | cost | -$139,696 |
| 02272023 | |||||||
| Weyerhauser LTCG Distrub | 2015-07 | Buy | 2023-02 | $55,590 | cost | $55,590 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fifth Third Bancorp | $975,000 | $963,390 |
| Bond Amortization Discount | $25,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Class A | $585,070 | $5,028,840 |
| Abbvie | $1,160,298 | $2,169,580 |
| Bank of America | $680,304 | $1,548,820 |
| Cisco | $1,516,626 | $1,768,200 |
| Citigroup | $804,213 | $1,080,240 |
| Deere | $420,830 | $1,999,350 |
| Devon Energy | $1,206,466 | $1,132,500 |
| Enbridge | $1,132,767 | $1,085,406 |
| Exxon Mobil | $1,547,076 | $1,999,600 |
| General Mills | $603,358 | $1,172,520 |
| Home Depot | $188,502 | $3,465,500 |
| Intl Business Machines | $1,759,461 | $2,453,250 |
| JP Morgan Chase | $836,570 | $3,402,000 |
| Johnson Johnson | $768,490 | $1,880,880 |
| Merck | $922,601 | $2,016,870 |
| MicroSoft | $628,876 | $8,272,880 |
| Nutrien | $846,937 | $1,019,190 |
| Oracle | $701,408 | $2,108,600 |
| Pioneeer Natural Resources | $1,499,705 | $1,619,136 |
| Qualcomm | $917,840 | $2,892,600 |
| Shell | $1,417,272 | $1,579,200 |
| United Parcel Service | $787,405 | $1,886,760 |
| US Bancorp | $1,381,010 | $1,947,600 |
| Verizon Communications | $1,518,709 | $1,319,500 |
| WalMart | $1,177,682 | $1,891,800 |
| Invesco QQQ | $669,727 | $3,276,160 |
| SPDR Bloomberg | $794,634 | $1,154,400 |
| SPDR Financial Sector | $736,278 | $1,692,000 |
| SPDR S P Dividend | $554,360 | $1,249,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pershing Custody Fees | $15,796 | $15,796 |
| Bank Fees | $65 | $65 |
| NJ Filing Fees | $25 | $25 |
| Delaware Filing Fees | $33 | $33 |
| Statutory Representation Fees | $487 | $487 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kemmerer Resources Corp | CategoryTxt |
| Amt | $110,000 | Amt |
| Net Investment Income | $82,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $24,000 | |
| Foreign Taxes Withheld | $27,868 | $27,868 |