ANGELS AMONG US INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANGELS AMONG US INC (EIN 26-4682140)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349107477
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:37:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264682140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELS AMONG US INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANGE | BusinessNameControlTxt |
| Phone | 2088531279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE HARRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2088531279 | PhoneNum |
| Signature | 2024-11-14 | 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 | RYAN C HARRIS | PreparerPersonNm |
| PTIN | P00614618 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,752,559 | 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 | $5,022,870 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,453 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $299,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$137,159 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,179,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,201,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,089 | 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 | $21,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,465 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,169,546 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,169,546 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,191,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,170,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,010,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,527,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,621,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,621,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,247,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $952,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $952,159 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $87,364 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $84,326 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $84,326 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $132,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,094,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,094,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,994,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,752,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,752,559 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,711 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,711 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,797 | 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 | $6,989,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,746,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,989,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,746,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,994,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,752,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,989,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,010,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $747,312 | OtherIncreasesAmt |
| Subtotal | $10,746,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,746,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS #6804 - ST TRANSACTIONS | P | 2023-12-31 | $796,682 | $869,517 | -$72,835 | -$72,835 |
| UBS #6804 - LT TRANSACTIONS | P | 2023-12-31 | $383,250 | $447,574 | -$64,324 | -$64,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$137,159 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $141 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $3,954 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AAUINC.ORG | WebsiteAddressTxt |
| Individual With Books | ANGIE HARRISON | IndividualWithBooksNm |
| Phone | 2088531279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANGIE HARRISON | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LINDA MORRIS | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TERESA TAVELLI | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | MEMBER | 1.00 | $0 | $0 | $0 |
| KIRSTEN HEFFNER | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN THOMETZ | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,804,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,186,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,991,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,991,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,856,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $442,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $442,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,094 | TotalTaxAmt |
| Distributable Before Adj | $438,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $438,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $438,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,170,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,170,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $438,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $871,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,360,987 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,780,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,049,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,112,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,174,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,170,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $438,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,731,488 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,905,847 | 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 | $871,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,034,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,360,987 | ExcessFromYear4Amt |
| Excess From Year3 | $1,780,035 | ExcessFromYear3Amt |
| Excess From Year2 | $2,049,508 | ExcessFromYear2Amt |
| Excess From Year1 | $4,112,350 | ExcessFromYear1Amt |
| Excess From Current Year | $1,731,488 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANGIE HARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2088531279 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD INCLUDE SUFFICIENT INFORMATION FOR THE TRUSTEES TO EVALUATE THE NEEDS OF THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTINE INSTITUTE INC | |||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | EDUCATION | $100,000 |
| BIRTHRIGHT OF IDAHO FALLS INC | |||||||
| 1970 E 17TH STREET SUITE 111-D | IDAHO FALLS | ID | 83404 | NONE | PC | HUMANITARIAN | $10,000 |
| BISHOP KELLY FOUNDATION INC | |||||||
| 7009 W FRANKLIN RD | BOISE | ID | 83709 | NONE | PC | RELIGIOUS | $122,005 |
| BOISE POLICE ASSOCIATION | |||||||
| PO BOX 44886 | BOISE | ID | 83711 | NONE | PC | EDUCATIONAL | $3,000 |
| BOISE RESCUE MISSION MINISTRIES | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | HUMANITARIAN | $138,500 |
| BOYS & GIRLS CLUB OF ADA COUNTY | |||||||
| 610 E 42ND ST | BOISE | ID | 83714 | NONE | PC | HUMANITARIAN | $496 |
| CATHEDRAL OF ST JOHN THE EVANGELIST | |||||||
| 807 N 8TH ST | BOISE | ID | 83702 | NONE | PC | RELIGIOUS | $15,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL & MPLS | |||||||
| 7201 W FRANKLIN ROAD | BOISE | ID | 83709 | NONE | PC | RELIGIOUS | $74,340 |
| CHRISTIAN HEALING MINISTRIES | |||||||
| 6318 W DORIAN ST | BOISE | ID | 83709 | NONE | PC | RELIGIOUS | $5,500 |
| CHURCH BUILDERS INC | |||||||
| PO BOX 9035 | BOISE | ID | 83707 | NONE | PC | RELIGIOUS | $5,000 |
| CORPUS CHRISTI HOUSE | |||||||
| PO BOX 9722 | BOISE | ID | 83707 | NONE | PC | HUMANITARIAN | $1,633 |
| CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL INC | |||||||
| 1530 34TH AVE | OAKLAND | CA | 94601 | NONE | PC | EDUCATION | $10,000 |
| CRISTO REY NETWORK | |||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | NONE | PC | EDUCATION | $100,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| 603 PARK POINT DR | GOLDEN | CO | 80401 | NONE | PC | EDUCATION | $178,771 |
| FLORIANI | |||||||
| 6216 S OPAL DRIVE | CHANDLER | AZ | 85249 | NONE | PC | RELIGIOUS | $10,000 |
| GENESIS COMMUNITY HEALTH INC | |||||||
| 215 W 35TH ST | GARDEN CITY | ID | 83714 | NONE | PC | HEALTHCARE | $9,266 |
| HAITI180 (MOVIN' WITH THE SPIRIT INC) | |||||||
| 1160 INNESWOOD DR | GALLATIN | TN | 37066 | NONE | PC | HUMANITARIAN | $100,000 |
| IDAHO YOUTH RANCH | |||||||
| 5465 W IRVING ST | BOISE | ID | 83706 | NONE | PC | HUMANITARIAN | $200,000 |
| IGNATITUS PRESS | |||||||
| 1348 10TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | RELIGIOUS | $100,000 |
| LIFELINE PREGNANCY CARE CENTER | |||||||
| 201 LUCIA AVE | CUBA | MO | 06453 | NONE | PC | HUMANITARIAN | $62,626 |
| MARYMOUNT HERMITAGE INC | |||||||
| 2150 HERMITAGE LANE | MESA | ID | 83643 | NONE | PC | RELIGIOUS | $13,117 |
| MERIDIAN POLICE DEPARTMENT | |||||||
| 1401 E WATERTOWER ST | MERIDIAN | ID | 83642 | NONE | PC | EDUCATION | $1,000 |
| NAPA INSTITUTE | |||||||
| 2532 DUPONT DR 1524 | IRVINE | CA | 92612 | NONE | PC | RELIGIOUS | $8,200 |
| PATH PREGNANCY CLINIC | |||||||
| 1327 W BEACON ST | BOISE | ID | 83706 | NONE | PC | HUMANITARIAN | $1,575 |
| PATRONS OF THE ARTS IN THE VATICAN MUSEUMS | |||||||
| 3973 EAST COSTILLA AVE | CENTENNIAL | CO | 80122 | NONE | PC | RELIGIOUS | $6,000 |
| PLACER BOYS BASKETBALL BOOSTERS | |||||||
| 275 ORANGE ST | AUBURN | CA | 95603 | NONE | PC | EDUCATION | $259 |
| REED ELEMENTARY KUNA SCHOOL DISTRICT | |||||||
| 1670 LINDER RD | KUNA | ID | 83634 | NONE | PC | EDUCATION | $1,652 |
| ROMAN CATHOLIC DIOCESE OF BOISE | |||||||
| 1501 S FEDERAL WAY 400 | BOISE | ID | 83705 | NONE | PC | RELIGIOUS | $75,500 |
| SACRED HEART OF JESUS CHURCH | |||||||
| 3901 CASSIA ST | BOISE | ID | 83705 | NONE | PC | RELIGIOUS | $150,000 |
| SACRED HEART OF JESUS SCHOOL | |||||||
| 3901 CASSIA ST | BOISE | ID | 83705 | NONE | PC | RELIGIOUS | $50,000 |
| SALT & LIGHT RADIO INC | |||||||
| PO BOX 714 | BOISE | ID | 83701 | NONE | PC | RELIGIOUS | $70,000 |
| SALVATION ARMY | |||||||
| 9492 EMERALD STREET | BOISE | ID | 83704 | NONE | PC | HUMANITARIAN | $1,000 |
| ST ALPHONSUS FOUNDATION INC | |||||||
| PO BOX 469 | WALLACE | ID | 83873 | NONE | PC | RELIGIOUS | $147,350 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 2612 W STATE STREET | BOISE | ID | 83702 | NONE | PC | RELIGIOUS | $41,400 |
| ST PAUL CENTER FOR BIBLICAL THEOLOGY | |||||||
| 1468 PARKVIEW CIR | STEUBENVILLE | OH | 43952 | NONE | PC | RELIGIOUS | $221,873 |
| ST PAUL'S CATHOLIC CENTER - BSU | |||||||
| 1915 W UNIVERSITY DRIVE | BOISE | ID | 83706 | NONE | PC | RELIGIOUS | $1,483 |
| ST PAUL'S CATHOLIC CHURCH NAMPA | |||||||
| 510 W ROOSEVELT AVE | NAMPA | ID | 83651 | NONE | PC | RELIGIOUS | $10,000 |
| ST THOMAS AQUINAS CATHOLIC CENTER PURDUE | |||||||
| 535 W STATE ST | WEST LAFAYETTE | IN | 47906 | NONE | PC | RELIGIOUS | $3,000 |
| UMD CATHOLIC CAMPUS MINISTRIES | |||||||
| 421 W SAINT MARIE STREET | DULUTH | MN | 55811 | NONE | PC | RELIGIOUS | $100,000 |
| VERBUM SPEI INC | |||||||
| 804 N 9TH ST | BOISE | ID | 83702 | NONE | PC | RELIGIOUS | $10,000 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 306 MAIN ST | LANDER | WY | 82520 | NONE | PC | EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,169,546 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,453 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$137,159 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,930 | 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 | JAMES AND ANGIE HARRISON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,022,870 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES | $91,836 | $91,836 |
| ALPHABET INC | $48,612 | $48,612 |
| AMAZON.COM | $60,472 | $60,472 |
| APPLE INC. | $61,417 | $61,417 |
| BROADCOM INC. | $68,091 | $68,091 |
| CINTAS CORP | $37,968 | $37,968 |
| COSTCO WHOLESALE CORP | $50,166 | $50,166 |
| EATON CORP PLC | $34,919 | $34,919 |
| EOG RESOURCES INC | $21,166 | $21,166 |
| HOME DEPOT INC | $23,912 | $23,912 |
| INTUITIVE SURGICAL INC | $36,772 | $36,772 |
| LINDE PLC EUR | $29,571 | $29,571 |
| MICROSOFT CORP | $80,849 | $80,849 |
| NVIDIA CORP | $155,994 | $155,994 |
| O'REILLY AUTOMOTIVE INC. | $39,903 | $39,903 |
| PALO ALTO NETWORKS INC. | $42,168 | $42,168 |
| SERVICENOW INC | $26,847 | $26,847 |
| TESLA INC | $41,496 | $41,496 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADOBE INC | FMV | $29,830 | $29,830 |
| AMETEK INC | FMV | $19,292 | $19,292 |
| APPLIED MATERIALS INC | FMV | $44,083 | $44,083 |
| ARISTA NETWORKS INC | FMV | $32,500 | $32,500 |
| BOSTON SCIENTIFIC CORP | FMV | $19,424 | $19,424 |
| CADENCE DESIGN SYSTEM | FMV | $30,233 | $30,233 |
| CAMECO CORP CANADA CAD | FMV | $30,515 | $30,515 |
| D R HORTON INC | FMV | $47,266 | $47,266 |
| EVENTIDE GILEAD FUND | FMV | $20,361 | $20,361 |
| EVEREST GROUP LTD BERMUDA | FMV | $16,972 | $16,972 |
| FISERV INC | FMV | $23,778 | $23,778 |
| GENL ELEC CO | FMV | $30,248 | $30,248 |
| ILLINOIS TOOL WORKS INC | FMV | $25,932 | $25,932 |
| INGERSOLL RAND INC | FMV | $31,787 | $31,787 |
| INTUIT | FMV | $31,877 | $31,877 |
| KLA CORP | FMV | $45,341 | $45,341 |
| LAM RESEARCH CORP | FMV | $47,779 | $47,779 |
| LENNAR CORP CL A | FMV | $42,029 | $42,029 |
| LILY ELI & CO | FMV | $37,307 | $37,307 |
| MASTERCARD INC CL A | FMV | $11,516 | $11,516 |
| MCKESSON CORP | FMV | $26,390 | $26,390 |
| META PLATFORMS INC CL A | FMV | $52,386 | $52,386 |
| NETFLIX INC | FMV | $35,055 | $35,055 |
| ORACLE CORP | FMV | $27,728 | $27,728 |
| PALANTIR TECHNOLOGIES INC CL A | FMV | $19,248 | $19,248 |
| SALESFORCE INC | FMV | $34,208 | $34,208 |
| SCHILUMBERGER LTD NETHERLANDS | FMV | $16,653 | $16,653 |
| STRYKER CORP | FMV | $19,165 | $19,165 |
| SUPER MICRO COMPUTER INC | FMV | $30,700 | $30,700 |
| SYNOPSYS INC | FMV | $29,350 | $29,350 |
| TOLL BROTHERS INC | FMV | $43,891 | $43,891 |
| UNTD RENTALS INC | FMV | $41,860 | $41,860 |
| VALARIS LTD | FMV | $12,000 | $12,000 |
| VERTEX PHARMACEUTICAL INC | FMV | $30,517 | $30,517 |
| VIRTUS KAR SMALL-MID CAP | FMV | $30,645 | $30,645 |
| VISA INC CL A | FMV | $27,076 | $27,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $448 | $0 | $448 |
| MEALS | $233 | $0 | $233 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/(LOSS) | $671,431 |
| PRIOR PERIOD ADJUSTMENT | $75,881 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASTERCARD | Desc |
| BOY Book Value | $4,711 | BOYBookValueAmt |
| EOY Book Value | $5,797 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,465 | Amt |
| Net Investment Income | $21,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $101 | Amt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |