AMIE BOSWELL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMIE BOSWELL FOUNDATION INC (EIN 43-6535572)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-06
- IRS object ID
- 202320969349100817
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-06T14:55:47-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | 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 | 2021-12-01 | 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 | 2023-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMIE | PersonFirstNm |
| Person Last | BOSWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRABER | PreparerPersonNm |
| PTIN | P01022694 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2023-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $262,375 | 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 | $67,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,558 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $88,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,751 | 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 | $1,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,497 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $57,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,847 | 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 | $215,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $262,375 | 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 | $215,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $240,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $240,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $240,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $240,861 | SubtotalAmt |
| Other Decreases | $298 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $240,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERESCO INC CLA | P | 2019-07-10 | 2021-12-17 | $694 | $131 | $563 | $563 |
| AMERESCO INC CLA | P | 2019-11-05 | 2021-12-17 | $1,311 | $255 | $1,056 | $1,056 |
| AMERESCO INC CLA | P | 2019-11-06 | 2021-12-17 | $154 | $30 | $124 | $124 |
| APPLE INC | P | 2013-05-15 | 2021-12-17 | $1,894 | $171 | $1,723 | $1,723 |
| ASPEN AEROGELS INC | P | 2020-02-26 | 2021-12-17 | $1,849 | $314 | $1,535 | $1,535 |
| ASPEN AEROGELS INC | P | 2020-02-27 | 2021-12-17 | $1,071 | $176 | $895 | $895 |
| ASPEN AEROGELS INC | P | 2020-06-10 | 2021-12-17 | $2,239 | $340 | $1,899 | $1,899 |
| BLOOM ENERGY CORP CL A | P | 2020-06-12 | 2021-12-17 | $2,014 | $818 | $1,196 | $1,196 |
| BYD CO LTD SHS | P | 2020-09-01 | 2022-01-28 | $1,760 | $715 | $1,045 | $1,045 |
| BYD CO LTD SHS | P | 2020-09-21 | 2022-01-28 | $715 | $337 | $378 | $378 |
| NEXTERA ENERGY PRTNERS LP | P | 2020-03-24 | 2021-12-17 | $1,814 | $754 | $1,060 | $1,060 |
| NUVVE HOLDING CORP | P | 2020-05-27 | 2022-04-05 | $2,649 | $783 | $1,866 | $1,866 |
| NUVVE HOLDING CORP | P | 2020-05-28 | 2022-04-05 | $1,302 | $386 | $916 | $916 |
| PAN AMERN SILVER CORP | P | 2018-12-04 | 2022-01-28 | $1,655 | $1,056 | $599 | $599 |
| PAN AMERN SILVER CORP | P | 2020-03-12 | 1988-01-28 | $168 | $128 | $40 | $40 |
| PFIZER INC | P | 2010-08-31 | 2021-12-17 | $1,983 | $497 | $1,486 | $1,486 |
| PFIZER INC | P | 2010-08-31 | 2022-06-22 | $2,676 | $828 | $1,848 | $1,848 |
| PFIZER INC | P | 1931-08-10 | 2022-06-27 | $1,450 | $422 | $1,028 | $1,028 |
| PFIZER INC | P | 2010-08-31 | 2022-07-07 | $1,438 | $407 | $1,031 | $1,031 |
| QUANTUMSCAPE CORP A | P | 2020-10-05 | 2022-02-17 | $146 | $137 | $9 | $9 |
| QUANTUMSCAPE CORP A | P | 2020-10-06 | 2022-02-17 | $651 | $557 | $94 | $94 |
| TESLA INC | P | 2015-08-04 | 2021-12-17 | $4,744 | $266 | $4,478 | $4,478 |
| TESLA INC | P | 2022-11-30 | 2000-01-19 | $3,623 | $355 | $3,268 | $3,268 |
| VERIZON COMMNS INC | P | 2016-09-20 | 2022-06-22 | $1,270 | $1,281 | -$11 | -$11 |
| VERIZON COMMNS INC | P | 2017-07-12 | 2022-06-22 | $1,321 | $1,124 | $197 | $197 |
| WF CONV A 7.5% | P | 2020-03-18 | 2022-03-29 | $1,304 | $1,100 | $204 | $204 |
| WF CONV A 7.5% | P | 2020-07-31 | 2022-03-29 | $1,304 | $1,355 | -$51 | -$51 |
| AEMETIS INC NEW | P | 2022-03-30 | 2022-06-28 | $828 | $1,883 | -$1,055 | -$1,055 |
| AQUA METALS INC | P | 2021-02-17 | 2021-12-17 | $35 | $180 | -$145 | -$145 |
| BHP GROUP LTD SPON ADR | P | 2022-04-12 | 2022-07-07 | $5,425 | $7,754 | -$2,329 | -$2,329 |
| CASSAVA SCIENCES INC | P | 2021-02-08 | 2022-01-28 | $1,131 | $1,494 | -$363 | -$363 |
| CLEANSPARK INC NEW | P | 2021-08-23 | 2022-01-27 | $1,377 | $2,969 | -$1,592 | -$1,592 |
| ENOVIX CORP | P | 2021-07-15 | 2022-01-20 | $180 | $190 | -$10 | -$10 |
| FIRST SOLAR INC | P | 2022-06-22 | 2022-10-30 | $2,661 | $1,097 | $1,564 | $1,564 |
| FIRST SOLAR INC | P | 2022-06-28 | 2022-11-30 | $998 | $423 | $575 | $575 |
| FISKER INC A | P | 2022-07-19 | 2022-10-07 | $1,065 | $1,393 | -$328 | -$328 |
| GEVO INCO PART $0.01 NW | P | 2021-09-09 | 2022-01-20 | $376 | $718 | -$342 | -$342 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-12-17 | $237 | $290 | -$53 | -$53 |
| LUMINAR TECHS INC A | P | 2022-01-03 | 2022-05-05 | $816 | $1,273 | -$457 | -$457 |
| LUMINAR TECHS INC A | P | 2022-04-12 | 2022-05-05 | $2,832 | $3,562 | -$730 | -$730 |
| LUMINAR TECHS INC A | P | 2022-04-19 | 2022-05-05 | $725 | $871 | -$146 | -$146 |
| NUVVE HOLDING CORP | P | 2021-11-22 | 2022-04-01 | $161 | $388 | -$227 | -$227 |
| NUVVE HOLDING CORP | P | 2021-11-29 | 2022-04-01 | $7 | $16 | -$9 | -$9 |
| NUVVE HOLDING CORP | P | 2021-11-29 | 2022-04-04 | $201 | $431 | -$230 | -$230 |
| NUVVE HOLDING CORP | P | 2021-11-23 | 2022-04-05 | $120 | $226 | -$106 | -$106 |
| NUVVE HOLDING CORP | P | 2021-11-29 | 2022-04-05 | $16 | $32 | -$16 | -$16 |
| NUVVE HOLDING CORP | P | 2022-01-28 | 2022-04-05 | $40 | $31 | $9 | $9 |
| NUVVE HOLDING CORP | P | 2022-01-28 | 2022-04-26 | $507 | $544 | -$37 | -$37 |
| POLAR POWER INC | P | 2022-04-12 | 2022-11-30 | $3,152 | $4,935 | -$1,783 | -$1,783 |
| TELLURIAN INC NEW | P | 2021-10-18 | 2021-12-17 | $375 | $500 | -$125 | -$125 |
| VANECK GOLD MINERS ETF | P | 2022-10-07 | 2022-10-27 | $1,034 | $1,025 | $9 | $9 |
| WOODSIDE ENERGY GRP ADR | P | 2022-06-07 | 2022-06-07 | $3 | $3 | $0 | $0 |
| WOODSIDE ENERGY GRP ADR | P | 2022-06-02 | 2022-06-27 | $778 | $770 | $8 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,558 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $281 | 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 | 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 | 0 | 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 | 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 (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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $136,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $269,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $269,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $265,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $12,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,657 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,790 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $267,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,362 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $315,618 | 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 | $38,657 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,521 | ExcessFromYear4Amt |
| Excess From Year3 | $95,790 | ExcessFromYear3Amt |
| Excess From Year2 | $73,082 | ExcessFromYear2Amt |
| Excess From Year1 | $55,206 | ExcessFromYear1Amt |
| Excess From Current Year | $48,362 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Planned Parenthood Federation of America Inc | ||||||||
| 123 William Street Suite 10 FL | New York | NY | 10038 | N/A | PC | Unrestricted | $5,000 | |
| Marin Art and Garden Center | ||||||||
| PO Box 437 30 Sir Francis Drake | Ross | CA | 94957 | n/A | PC | Unrestricted | $1,000 | Blvd |
| San Francisco Opera Association | ||||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | n/A | PC | Unrestricted | $1,000 | |
| Mark Day School | ||||||||
| 39 Trellis Dr | San Rafael | CA | 94903 | n/A | PC | Program Support | $500 | |
| Naral Pro-Choice America | ||||||||
| 1725 Eye Street NW Suite 900 | Washington | DC | 20006 | n/A | PC | Unrestricted | $1,000 | |
| Regents of the University of California | ||||||||
| 1111 Franklin St 12th Floor | Oakland | CA | 94607 | n/A | PC | Unrestricted | $250 | |
| Marin Humane Society | ||||||||
| 171 Bel Marin Keys Blvd | Novato | CA | 94949 | n/A | PC | Unrestricted | $100 | |
| Martis Camp Community Foundation | ||||||||
| 7951 Fleur Du Lac Drive | Truckee | CA | 96161 | n/A | PC | Unrestricted | $1,000 | |
| Marin Academy | ||||||||
| 1600 Mission Ave | San Rafael | CA | 94901 | n/A | PC | Unrestricted | $50,500 | |
| Adopt a Family Outreach | ||||||||
| 523 W Saint Louis St | Pacific | MO | 63069 | n/A | PC | Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,350 | 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 | $1,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,558 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,751 | 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 | $67,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Inc CL A | $684 | $4,040 |
| Alphabet Inc CL C | $680 | $4,058 |
| Alto Ingredients Inc | $1,207 | $789 |
| AMAZON.COM INC | $734 | $1,931 |
| AMERESCO INC CL A | $4,229 | $6,552 |
| Amyris | $6,418 | $2,647 |
| APPLE INC | $312 | $2,961 |
| Array Technologies Inc | $5,803 | $10,784 |
| Aspen Aerogels Inc | $2,198 | $2,834 |
| Atlantica Sustainable Infrastructure PLC | $2,840 | $2,902 |
| Automera Inc | $3,154 | $1,510 |
| Bloom Energy Corp Cl A | $2,524 | $6,941 |
| Brookfield Renewable Corp CL A Sub Voting | $1,207 | $2,478 |
| Chart Industries | $3,999 | $4,147 |
| Clean Energy | $2,319 | $2,082 |
| CLEARWAY ENERGY INC CL C | $747 | $3,438 |
| ELECTRAMECCANICA VEHS | $3,871 | $2,380 |
| ENPHASE ENERGY INC | $732 | $1,603 |
| ENERGY RECOVERY INC | $2,827 | $3,176 |
| Enovix | $4,216 | $2,871 |
| Equinor | $1,200 | $2,886 |
| FIRST SOLAR INC | $1,372 | $3,451 |
| GEVO | $4,740 | $2,180 |
| GUARANT HEALTH INC | $904 | $1,309 |
| Hannon Armstrong Sustainable Infra Capital Inc | $664 | $1,265 |
| Ideal Power Inc | $1,324 | $1,027 |
| Kinder Morgan Inc | $585 | $841 |
| Livent Corp | $2,034 | $5,738 |
| MP Materials | $2,916 | $2,594 |
| NEXTERA ENERGY PARTNERS LP | $1,100 | $4,025 |
| Pixelworks Inc | $2,597 | $1,088 |
| PLUG POWER INC | $1,853 | $1,053 |
| POLAR POWER INC | $4,935 | $3,330 |
| RIVIAN AUTOMOTIVE INC | $4,284 | $4,614 |
| STEM INC | $3,766 | $3,307 |
| SUNPOWER CORP | $3,955 | $5,359 |
| TMC THE METALS CO | $9,099 | $3,948 |
| TESLA MOTORS INC | $444 | $4,868 |
| VERTEX ENERGY INC | $6,294 | $6,027 |
| Westport Fuels Systems | $5,371 | $2,722 |
| WOLFSPEED INC | $1,897 | $2,091 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $298 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Income | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY/MANAGEMENT FEES | CategoryTxt |
| Amt | $1,497 | Amt |
| Net Investment Income | $1,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FOREIGN | $47 | $47 | $0 |
| Excise Tax | $107 | $0 | $0 |