AMIE BOSWELL FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMIE BOSWELL FOUNDATION INC (EIN 43-6535572)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-24
- IRS object ID
- 202412689349100011
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-24T12:44:21-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 PENNSYLVANIA AVE SUITE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436535572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMIE BOSWELL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMIE | BusinessNameControlTxt |
| Phone | 4175884151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON AVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 655363601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMIE BOSWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4175884151 | PhoneNum |
| Signature | 2024-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRABER | PreparerPersonNm |
| PTIN | P01022694 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2024-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $209,200 | 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 | $93,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,345 | 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 |
| Other Prof Fees Rev And Expnss | $1,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,307 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $340 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,220 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,957 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $112,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,243 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $116,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $116,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $116,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $116,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $240,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $240,563 | RetainedEarningBOYAmt |
| Retained Earning EOY | $216,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $240,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $707 | OtherIncreasesAmt |
| Subtotal | $216,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $76,148 | GrossSalesPriceAmt |
| Cost Or Other Basis | $72,245 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,903 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,903 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,903 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31 | OverpaymentAmt |
| Applied To ES Tax | $31 | 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 | MO | 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 | AMIE BOSWELL DEWANE | IndividualWithBooksNm |
| Phone | 4175884151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | 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 | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AMIE BOSWELL DEWANE | ||||||||
| 28 MANN DRIVE | KENTFIELD | CA | 94904 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN BOSWELL | ||||||||
| 3281 MONET DRIVE | PALM BEACH GARDENS | FL | 33408 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOE BOSWELL | ||||||||
| 194 28TH AVE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 0.00 | $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 | $59,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $217,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $214,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69 | TotalTaxAmt |
| Distributable Before Adj | $10,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,638 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,790 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,082 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $276,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,212 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $387,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $382,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,790 | ExcessFromYear4Amt |
| Excess From Year3 | $73,082 | ExcessFromYear3Amt |
| Excess From Year2 | $55,206 | ExcessFromYear2Amt |
| Excess From Year1 | $48,362 | ExcessFromYear1Amt |
| Excess From Current Year | $110,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMIE BOSWELL DEWANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4175884151 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING; INCLUDE BACKGROUND OF ORGANIZATION, 501(C)(3) EXEMPTION LETTER, PURPOSE FOR WHICH MONEY IS TO BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| 123 WILLIAM STREET SUITE 10 FL | NEW YORK | NY | 10038 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $250 |
| MARK DAY SCHOOL | ||||||
| 39 TRELLIS DR | SAN RAFAEL | CA | 94903 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 |
| WESTIMINISTER PRESBYTERIAN | ||||||
| 240 TIBURON BLVD | BELVEDERE TIBURON | CA | 94920 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $52,500 |
| MARTIS CAMP FOUNDATION | ||||||
| 7951 FLEUR DU LAC DRIVE | TRUCKEE | CA | 96161 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 |
| MARIN ACADEMY | ||||||
| 1600 MISSION AVE | SAN RAFAEL | CA | 94901 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,250 |
| MARIN ART AND GARDEN CENTER | ||||||
| PO BOX 437 | ROSS | CA | 94957 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $6,400 |
| REMAKE | ||||||
| 1012 TORNEY AVENUE 202 | SAN FRANCISCO | CA | 94129 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 |
| ADOPT A FAMILY OUTREACH | ||||||
| 523 W SAINT LOUIS ST | PACIFIC | MO | 63069 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 |
| THE LEAGUE TO SAVE LAKE TAHOE | ||||||
| 2608 LAKE TAHOE | SOUTH LAKE TAHOE | CA | 96150 | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,850 | 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 | $2,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,345 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDEPENDENT STAVE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $93,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERESCO INC CL A | $1,248 | $1,528 |
| ALGONQUIN POWER & UTILITIES CORP | $520 | $529 |
| ASPEN AEROGELS INC | $1,144 | $1,645 |
| ATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $2,162 | $1,579 |
| AUTOMERA INC | $2,808 | $1,509 |
| BLOOM ENERGY CORP CL A | $927 | $2,282 |
| BROOKFIELD RENEWABLE CORP CL A SUB VOTING | $1,097 | $1,645 |
| BP PLC | $239 | $218 |
| CHART INDUSTRIES | $2,629 | $2,601 |
| CLEAN ENERGY | $1,418 | $744 |
| CLEARWAY ENERGY INC CL C | $430 | $1,623 |
| ENBRIDGE INC | $1,133 | $1,186 |
| ENERGY RECOVERY INC | $1,899 | $1,754 |
| ENOVIX | $2,527 | $1,627 |
| EQUINOR | $1,046 | $1,848 |
| FIRST SOLAR INC | $686 | $1,578 |
| GEVO | $3,162 | $754 |
| HANNON ARMSTRONG SUSTAINABLE INFRA CAPITAL INC | $1,275 | $1,549 |
| IDEAL POWER INC | $886 | $507 |
| KINDER MORGAN INC | $661 | $773 |
| NEXTERA ENERGY PARTNERS LP | $1,137 | $1,036 |
| PETROLEO BRASILEIRO SA | $1,282 | $1,344 |
| PIXELWORKS INC | $1,735 | $576 |
| STEM INC | $4,864 | $1,920 |
| TMC THE METALS CO | $5,743 | $3,510 |
| TESLA MOTORS INC | $284 | $3,841 |
| VERTEX ENERGY INC | $4,300 | $1,734 |
| WESTPORT FUELS SYSTEMS | $2,788 | $1,363 |
| PACWEST BANCP | $308 | $440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERSONAL EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,573 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $707 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY/MANAGEMENT FEES | CategoryTxt |
| Amt | $1,307 | Amt |
| Net Investment Income | $1,307 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FOREIGN | $59 | $59 | $0 |
| EXCISE TAX | $281 | $0 | $0 |