KEMMERER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEMMERER FAMILY FOUNDATION (EIN 22-3706044)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349103980
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T15:45:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,821,130 | 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 | $1,819,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,819,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $461,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,840,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $461,465 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,280,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,280,840 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $150,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $112,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $62,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,534 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,866 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $227,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,352,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,162,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,071,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,123,940 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,529,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $808,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $808,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,764,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,414,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,017,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $995,790 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $30,293,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,222,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,821,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,293,928 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,222,368 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,293,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,222,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,293,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,222,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,293,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,071,560 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,222,368 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,222,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Exxon Mobil | P | 2012-03-23 | 2024-05-03 | $56 | $41 | $15 | $15 |
| Invesco QQQ Trust | P | 2013-12-10 | 2024-10-08 | $968,219 | $172,825 | $795,394 | $795,394 |
| Devon Energy Corp | P | 2023-05-26 | 2024-12-06 | $872,388 | $1,206,466 | -$334,078 | -$334,078 |
| Bank of America Litigation Proceeds | P | 2015-03-25 | 2024-02-29 | $134 | $134 | $134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $461,465 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,523 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,598 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $34,598 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,075 | OverpaymentAmt |
| Applied To ES Tax | $5,075 | 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 |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN L KEMMERER III | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | President | 0.00 | $0 | $0 | $0 |
| ELIZABETH K GRAY | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Trsurer | 0.00 | $0 | $0 | $0 |
| CONSTANCE A KEMMERER | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Scrtry | 0.00 | $0 | $0 | $0 |
| PETER F NEJES | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Trsuer Scrt | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $74,170,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,173,636 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $74,173,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,112,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,061,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,653,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,653,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,523 | TotalTaxAmt |
| Distributable Before Adj | $3,623,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,623,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,623,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,162,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,162,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,623,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,076,462 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,162,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,076,462 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,038 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,537,491 | 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 |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Teton County Search & Rescue | ||||||
| PO Box Box 1063 | Jackson | WY | 83001 | PC Public charity de | Purchase of rescue helicopter | $200,000 |
| Womens Care Center | ||||||
| 260N Notre Dame Ave | South Bend | IN | 46617 | PC Public charity de | Pregnant Women Support | $10,000 |
| Arch Community Housing Trust | ||||||
| PO Box 1292 | Ketchum | ID | 83340 | PC Public charity de | School District Workforce Housing | $75,000 |
| Compass Women's Care | ||||||
| PO Box 436 | Jackson | WY | 83001 | PC Public charity de | Pregnant Women Support | $10,000 |
| Community Foundation of Teton Valley | ||||||
| PO Box 1523 | Driggs | ID | 83422 | PC Public charity de | Wildlife Sanctuary | $20,000 |
| Becoming Jackson Whole | ||||||
| PO Box 4717 | Jackson | WY | 83001 | PC Public charity de | Mindfulnes Education & Training | $10,000 |
| Amanzi Water to Schools | ||||||
| 927 Sandcherry Way | Jackson | WY | 83001 | PC Public charity de | Supports schools in South Africa | $50,000 |
| Community Foundation of Jackson Hole | ||||||
| PO Box 574 | Jackson | WY | 83001 | PC Public charity de | Varoius Community Charitable Events | $115,000 |
| Grand Teton National Park Foundation | ||||||
| PO Box 249 | Moose | WY | 83012 | PC Public charity de | Taggart Trailhead Rehabilitation | $50,000 |
| Ring Lake Ranch | ||||||
| PO Box 806 | Dubois | WY | 82513 | PC Public charity de | Capital Renovations & Expansions | $50,000 |
| Jackson Hole Historical Society | ||||||
| Po Box 1005 | Jackson | WY | 83001 | PC Public charity de | Exhibits & outfitting of new facilty | $50,000 |
| University of Wyoming Foundation | ||||||
| 222 S 22nd Street | Laramie | WY | 82070 | PC Public charity de | Undergraduate Scholarship Fund | $250,000 |
| Wyoming Catholic Ministries Foundation | ||||||
| PO Box 227 | Cheyenne | WY | 82003 | PC Public charity de | Catholic Elementary Schools on Wyoming | $20,000 |
| Jackson Hole Land Trust | ||||||
| PO Box 2897 | Jackson | WY | 83001 | PC Public charity de | Land conservation & park maintenance | $250,000 |
| Teton Youth & Family Services | ||||||
| PO Box 2631 | Jackson | WY | 83001 | PC Public charity de | Facility Upgrade for youth housing | $100,000 |
| American Red Cross | ||||||
| 209 Fairfield Road | Fairfield | NJ | 07004 | PC Public charity de | relief aid for hurricane vistims | $50,000 |
| The Advocates | ||||||
| PO Box 3216 | Hailey | ID | 83333 | PC Public charity de | domestic abuse prevention & survivor support | $200,000 |
| Community Library | ||||||
| PO Box 2168 | Ketchum | ID | 83340 | PC Public charity de | Library operations & programs | $350,000 |
| Ecosystem Sciences Foundation | ||||||
| 202 N 9th Street Suite 400 | Boise | ID | 83702 | PC Public charity de | Silver Creek Watershed Program | $15,000 |
| Wood River Community YMCA | ||||||
| PO Box 6801 | Ketchum | ID | 83340 | PC Public charity de | Childrens water safety & swim program | $25,000 |
| Lucky A Ranch | ||||||
| PO Box 159 | Mc Neal | AZ | 85617 | PC Public charity de | Equine Rescue | $10,000 |
| Horse & Halo | ||||||
| 1021 S Lusk Street | Boise | ID | 83706 | PC Public charity de | Equine Rescue | $25,000 |
| Stella's Shelter Fund | ||||||
| 251 Northwood Way | Ketchum | ID | 83340 | PC Public charity de | Animal Rescue & Shelter Support | $25,000 |
| Amanzi Water to Schools | ||||||
| 927 Sandcherry Way | Jackson | WY | 83001 | PC Public charity de | Supports schoole in South Africa | $25,000 |
| Mind & Life Institute | ||||||
| 210 Ridge McIntire Rd Suite 325 | Charlottesville | VA | 22903 | PC Public charity de | Research & education | $100,000 |
| Flourish Foundation | ||||||
| Po Box 2429 | Ketchum | ID | 83340 | PC Public charity de | Student Education Programs | $50,000 |
| U of WI Foundation Center for Healthy Minds | ||||||
| 1848 University Avenue | Madison | WI | 53726 | PC Public charity de | Center for healthy minds program support | $50,000 |
| Light on the Mountains Spiritual Center | ||||||
| Po Box 1195 | Sun Valley | ID | 83353 | PC Public charity de | Wellness Support | $5,000 |
| Climb Wyoming | ||||||
| PO Box 9494 | Jackson | WY | 83002 | PC Public charity de | Single mother support & training | $10,000 |
| Teton Valley Ranch Camp | ||||||
| PO Box 4915 | Jackson | WY | 83001 | PC Public charity de | facilty upgrades scholarships | $25,000 |
| Brain Chemistry Labs | ||||||
| Po Box 3464 | Jackson | WY | 83001 | PC Public charity de | medical research | $5,000 |
| Turning Point USA | ||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | PC Public charity de | Education & Training | $20,000 |
| Holy Land Christians Society | ||||||
| Po Box 6557 | Falls Church | VA | 22040 | PC Public charity de | Orphanage in Israel | $10,000 |
| Kemmerer Library | ||||||
| 19 Blue Mill Road | New Vernon | NJ | 07976 | PC Public charity de | Building expansion project & operations | $500,000 |
| A Caring Center for Women | ||||||
| 1986 31st Ave Suite 100 | Vero Beach | FL | 32960 | PC Public charity de | Pregnant Women Support | $5,000 |
| Our Lady of the Mountain | ||||||
| PO Box 922 | Jackson | WY | 83001 | PC Public charity de | Church operating expenses | $10,000 |
| Diocese of Cheyenne | ||||||
| PO Box 1468 | Cheyenne | WY | 82003 | PC Public charity de | Catholic Diocese Programs | $10,000 |
| Diocese of Paterson | ||||||
| 777 Valley Road | Clifton | NJ | 07013 | PC Public charity de | Catholic Diocese Programs | $10,000 |
| Jackson Hole Children's Museum | ||||||
| PO Box 995 | Jackson | WY | 83001 | PC Public charity de | move to new facilty & exhibits | $175,000 |
| Gifford Youth Achievement Center | ||||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | PC Public charity de | Youth Employability Program | $10,000 |
| Corpus Christi Parish | ||||||
| 234 Southern Blvd | Chatham | NJ | 07928 | PC Public charity de | Community members in need | $20,000 |
| Kemmerer Library | ||||||
| 19 Blue Mill Road | New Vernon | NJ | 07976 | PC Public charity de | uilding expansion project & operations | $120,000 |
| Sisters of Christian Charity | ||||||
| 350 Bernardsville Road | Mendham | NJ | 07945 | PC Public charity de | Support for ministry programs | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,125,000 | 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 | $1,819,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $461,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,280,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,280,840 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kemmerer Resources Corp | CategoryTxt |
| Amt | $150,000 | Amt |
| Net Investment Income | $112,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 05032024 | |||||||
| Exxon Mobil | 2012-03 | Purchase | 2024-05 | $56 | $41 | Cost | $15 |
| 10082024 | |||||||
| Invesco QQQ Trust | 2013-12 | Purchase | 2024-10 | $968,219 | $172,825 | Cost | $795,394 |
| 12062024 | |||||||
| Devon Energy Corp | 2023-05 | Purchase | 2024-12 | $872,388 | $1,206,466 | Cost | -$334,078 |
| 02292024 | |||||||
| Bank of America Litigati | 2015-03 | Purchase | 2024-02 | $134 | Cost | $134 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fifth Third Bancorp | $975,000 | $995,790 |
| Bond Amortization Discount | $25,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbvie | $1,160,298 | $2,487,800 |
| Alphabet Class A | $585,070 | $6,814,800 |
| Bank of America | $680,304 | $2,021,700 |
| Cisco | $1,516,626 | $2,072,000 |
| Citigroup | $804,213 | $1,478,190 |
| Deere | $420,830 | $2,118,500 |
| Enbridge | $1,132,767 | $1,272,809 |
| Exxon Mobil | $3,046,739 | $3,950,831 |
| General Mills | $603,358 | $1,147,860 |
| Home Depot | $188,502 | $3,889,900 |
| Intl Business Machines | $1,759,461 | $3,297,450 |
| Johnson Johnson | $768,490 | $1,735,440 |
| JP Morgan Chase | $836,570 | $4,794,200 |
| Merck | $922,601 | $1,840,380 |
| Microsoft | $628,876 | $9,273,000 |
| Nutrien | $846,937 | $805,118 |
| Oracle | $701,408 | $3,332,800 |
| Qualcomm | $917,840 | $3,072,400 |
| Shell | $1,417,272 | $1,503,600 |
| TotalEnergies SE ADR | $1,028,933 | $981,000 |
| United Parcel Service | $787,405 | $1,513,200 |
| US Bancorp | $1,381,010 | $2,152,350 |
| Verizon Communications | $1,518,709 | $1,399,650 |
| WalMart | $1,177,682 | $3,252,600 |
| Invesco QQQ | $496,903 | $3,067,380 |
| SPDR Bloomberg Barc Conv | $794,634 | $1,246,240 |
| SPDR Financial Sector | $736,278 | $2,174,850 |
| SPDR S P Dividends | $554,360 | $1,321,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pershing Custody Fees | $14,228 | $14,228 |
| Bank Fees | $22 | $22 |
| NJ Filing Fees | $34 | $34 |
| Delaware Filing Fees | $72 | $72 |
| Statutory Representation Fees | $510 | $510 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $33,000 | |
| Foreign Taxes Withheld | $29,534 | $29,534 |