STRATEGY STUDIO / PUBLIC DATA EXPLORER

TRESYNERGY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRESYNERGY FAMILY FOUNDATION (EIN 88-2159014)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-19
IRS object ID
202412639349101106
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-19T14:39:24-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431205201PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bauers Hawkins OSadnick and Co LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 Executive Centre Pkwy Ste FAddressLine1Txt
CitySt PetersCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63376ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN882159014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRESYNERGY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRESBusinessNameControlTxt
Phone3143937277PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 EDGEWATER CIRCLEAddressLine1Txt
CityWRIGHT CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63390ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN BROSSPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2024-09-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD S BAUERSPreparerPersonNm
PTINP00146553PTIN
Phone6369285412PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,058,175FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$244InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$244InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$244InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$28,700DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,700DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,700DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,933NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,812GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,933CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,877TotalRevAndExpnssAmt
Total Net Invst Incm$32,877TotalNetInvstIncmAmt
Total Adj Net Incm$28,944TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$12,500LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$12,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,288AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,288AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,342OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,342OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,788TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,788TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,263ExcessRevenueOverExpensesAmt
Net Investment Income$26,525NetInvestmentIncomeAmt
Adjusted Net Income$28,944AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,000,048CashBOYAmt
Sav And Temp Cash Invst EOY$62,644SavAndTempCashInvstEOYAmt
Corporate Stock EOY$925,141CorporateStockEOYAmt
Corporate Stock EOYFMV$1,058,175CorporateStockEOYFMVAmt
Total Assets BOY$1,000,048TotalAssetsBOYAmt
Total Assets EOY$987,785TotalAssetsEOYAmt
Total Assets EOYFMV$1,058,175TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,000,048RetainedEarningBOYAmt
Retained Earning EOY$987,785RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000,048TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$987,785TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$987,785TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000,048TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,263ExcessRevenueOverExpensesAmt
Subtotal$987,785SubtotalAmt
Tot Net Ast Or Fund Balances EOY$987,785TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
22 NVIDIA CORPP2022-09-292023-12-11$10,179$2,633$7,546$7,546
773 SPDR REAL ESTATE SELECT SECTOR ETFP2022-11-232023-09-29$26,575$29,876-$3,301-$3,301
640 SPDR REAL ESTATE SELECT SECTOR ETFP2022-12-202023-09-29$22,003$23,530-$1,527-$1,527
26 VNGD INTERMEDIATE TERM CORP BDP2022-12-202023-04-20$2,076$2,037$39$39
55 VNGD INTERMEDIATE TERM TREASURYP2022-11-232023-02-02$3,312$3,233$79$79
67 VNGD INTERMEDIATE TERM TREASURYP2022-12-202023-02-02$4,034$3,959$75$75
297 VNGD TTL BND MRKT INDEX FDP2022-12-202023-04-13$22,015$21,611$404$404
Capital Gain Dividends$618
FieldValueIRS element (for citing)
Capital Gain Net Income$3,933CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,231NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$369InvestmentIncomeExciseTaxAmt
Subtotal$369SubtotalAmt
Tax Based On Investment Income$369TaxBasedOnInvestmentIncomeAmt
Tax Due$369TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN BROSSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3143937277PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126 EDGEWATER CIRCLEAddressLine1Txt
CityWRIGHT CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63390ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEVEN BROSS
26 EDGEWATER CIRCLEWRIGHT CITYMO63390Vice President1.00$0
MICHELLE BROSS
26 EDGEWATER CIRCLEWRIGHT CITYMO63390President1.00$0
EMILY BROSS
26 EDGEWATER CIRCLEWRIGHT CITYMO63390Director0.00$0
JANICE BROSS
26 EDGEWATER CIRCLEWRIGHT CITYMO63390Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$968,387AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,724AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,029,111TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,029,111AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,013,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$369TaxBasedOnInvestmentIncomeAmt
Total Tax$369TotalTaxAmt
Distributable Before Adj$50,315DistributableBeforeAdjAmt
Distributable Before Ded$50,315DistributableBeforeDedAmt
Distributable As Adjusted$50,315DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,788ExpensesAndContributionsAmt
Qualifying Distributions$38,788QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,315DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$19,468ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,468TotalExcessDistributionCyovAmt
Qualifying Distributions$38,788QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,788AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,527ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,527ExcessDistributionCyovAppCYAmt
Total Corpus$7,941TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,941ExcessDistriCyovToNextYrAmt
Excess From Year1$7,941ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN BROSSContributingManagerNm
Contributing ManagerMICHELLE BROSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonFOOD BANK FOR CENTRAL NE MORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12101 VANDIVER DRAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMOStateAbbreviationCd
ZIP65202ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO PROVIDE NUTRITIOUS FOOD TO THOSE IN NEEDGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$244RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,700RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$3,315ExclusionAmt
Related Or Exempt Function Incm$618RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,315ExclusionAmt
Related Or Exempt Function Incm$29,562RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,877TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,288Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,288DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12,500DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,342Amt
Net Investment Income$6,342NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSESCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt