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THE GIBNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE GIBNEY FAMILY FOUNDATION INC (EIN 65-0286170)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202511339349101021
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T08:47:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1915 HIGHLAND POINTE DR SUITE 300AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95678ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650286170EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GIBNEY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIBNBusinessNameControlTxt
Phone8024885118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 633AddressLine1Txt
CityMERIDIANCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83680ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACY WASDENPersonNm
Person TitleCEOPersonTitleTxt
Phone8024885118PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDYLAN VALENTINEPreparerPersonNm
PTINP01934033PTIN
Phone9167847800PhoneNum
Preparation2025-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,672,587FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27,703InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,703InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$751,140DividendsRevAndExpnssAmt
Dividends Net Invst Incm$751,140DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$930,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,059,264GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$930,450CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,433OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,710,726TotalRevAndExpnssAmt
Total Net Invst Incm$1,709,293TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$284,203CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,208CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$272,995CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$8,618OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$8,618OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$70,678PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,052PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$67,626PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,719LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,355LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$36,078AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$35,856AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$62,639OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,323OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,316OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$58,481OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$549,235TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,583TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$456,247TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,293,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,293,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,843,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,583TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,750,077TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$132,339ExcessRevenueOverExpensesAmt
Net Investment Income$1,643,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$970,334SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$980,077SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$980,077SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,553PrepaidExpensesBOYAmt
Prepaid Expenses EOY$635PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$635PrepaidExpensesEOYFMVAmt
Other Investments BOY$28,931,598OtherInvestmentsBOYAmt
Other Investments EOY$30,691,875OtherInvestmentsEOYAmt
Other Investments EOYFMV$30,691,875OtherInvestmentsEOYFMVAmt
Total Assets BOY$29,907,485TotalAssetsBOYAmt
Total Assets EOY$31,672,587TotalAssetsEOYAmt
Total Assets EOYFMV$31,672,587TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,804AccountsPayableBOYAmt
Accounts Payable EOY$10,291AccountsPayableEOYAmt
Total Liabilities BOY$2,804TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,291TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,904,681RetainedEarningBOYAmt
Retained Earning EOY$31,662,296RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,904,681TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,662,296TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,907,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,672,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,904,681TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$132,339ExcessRevenueOverExpensesAmt
Other Increases$1,889,954OtherIncreasesAmt
Subtotal$31,662,296SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,662,296TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,811,268$1,128,814$682,454$682,454
CAPITAL GAINS DIVIDENDS$247,996$247,996$247,996P
FieldValueIRS element (for citing)
Capital Gain Net Income$930,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,848InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,848SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,848TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,339EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,339TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,491OverpaymentAmt
Applied To ES Tax$2,491AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.TGFF.ORG/WebsiteAddressTxt
Individual With BooksCLIFTONLARSONALLEN LLPIndividualWithBooksNm
Phone8605614000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRACY WASDEN
PO BOX 633MERIDIANID83680PRESIDENT/CEO40.00$133,705$26,741$0
SUSAN DIFATTA
PO BOX 633MERIDIANID83680SECRETARY/COO30.00$87,452$17,490$0
MALLORY BAIR
PO BOX 633MERIDIANID83680GRANT MANAGER15.00$34,546$6,926$0
KEN WASDEN
PO BOX 633MERIDIANID83680CHAIRMAN OF THE BOARD2.00$3,000$0$0
BRIAN DIFATTA
PO BOX 633MERIDIANID83680TREASURER2.00$6,000$0$0
CELESTE BEAZER
PO BOX 633MERIDIANID83680DIRECTOR2.00$3,000$0$0
JENNIFER BOYD
PO BOX 633MERIDIANID83680DIRECTOR2.00$3,000$0$0
NATALIE HANSEN
PO BOX 633MERIDIANID83680DIRECTOR2.00$5,000$0$0
ROBERT SAMSEL
PO BOX 633MERIDIANID83680DIRECTOR2.00$3,000$0$0
MOLLY WHITTAKER
PO BOX 633MERIDIANID83680DIRECTOR2.00$5,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,062,489AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,175,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,238,182TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,238,182AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$468,573CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,769,609NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,538,480MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,538,480MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,848TaxBasedOnInvestmentIncomeAmt
Total Tax$22,848TotalTaxAmt
Distributable Before Adj$1,515,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,515,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,515,632DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,750,077ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,750,077QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,515,632DistributableAsAdjustedAmt
Undistributed Income PY$1,059,819UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,750,077QualifyingDistributionsAmt
Applied To Year1$1,059,819AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$690,258AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$825,374UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN PRINTING HOUSE FOR THE BLIND INC
1839 FRANKFORT AVENUELOUISVILLEKY40206N/APCASSIST APH BY ELEVATING INDIVIDUAL, PARENT, EDUCATOR, AND PROFESSIONAL AWARENESS, APPLICATION, AND PEER SHARING OF THE APH CONNECTCENTER TRANSITION HUB AND JOB SEEKER'S TOOLKIT THROUGH THE PROVISION OF IN-PERSON TRAINING DELIVERED BY APH CONNECTCENTER PROFESSIONAL STAFF.$30,000
BEST BUDDIES - AZ
4527 NORTH 16TH STREET STE 106PHOENIXAZ85016N/APCDONATION FOR GENERAL OPERATING SUPPORT$250
BLIND CHILDREN'S CENTER INC
4120 MARATHON STREETLOS ANGELESCA90029N/APCSUPPORT FOR THE ADDITION OF NEW STAFF TO SERVE MORE TODDLERS AT THE BLIND CHILDREN'S CENTER.$35,000
BLIND INSTITUTE OF TECHNOLOGY
13062 SPRUCE PLACETHORNTONCO80602N/APCSUPPORT TO HIRE A FULL-TIME DIGITAL ACCESSIBILITY PROJECT LEAD TO TEACH DIGITAL ACCESSIBILITY ANALYST CLASS AND OVERSEE THE BIT APPRENTICES WORKING ON ACCESSIBILITY PROJECTS.$35,000
BRIDGE II SPORTS INC
3729 MURPHY SCHOOL ROADDURHAMNC27705N/APCASSIST BRIDGE II SPORTS IN PURCHASING TWO E-ASSIST MOTOR RECUMBENT TANDEM BICYCLES FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS.$9,730
CAMP ABILITIES TUCSON
7220 E BELLINGHAM DRIVETUCSONAZ85730N/APCPARTIALLY FUND THE COST OF ROOM AND BOARD FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS AND DISABILITIES TO ATTEND CAMP ABILITIES IN TUCSON AND EXPERIENCE SPORT, PHYSICAL ACTIVITY, AND WELLNESS EDUCATION.$4,851
CAMP SUMMIT INC
17210 CAMPBELL ROADDALLASTX75252N/APCFUNDING TO CREATE A SENSORY GARDEN THAT WILL BE RICH IN SENSORY EXPERIENCES TO PROMOTE RELAXATION, CURIOSITY, AND ENJOYMENT WHILE BEING LARGE ENOUGH FOR THE CAMPERS TO PARTICIPATE TOGETHER.$34,744
CHILDREN'S HOME SOCIETY OF IDAHO
704 WARM SPRINGS AVENUEBOISEID83712N/APCFUNDING FOR APPROXIMATELY HALF OF THE COST OF A TRAINER/SUPERVISOR FOR THEIR NEW NATURE & ANIMAL ASSISTED THERAPY PROGRAM FOR CHILDREN AND FAMILIES.$40,000
COMPUTERS FOR THE BLIND
1201 SOUTH SHERMAN STREET SUITE 206RICHARDSONTX75081N/APCPROVIDE FUNDING TO COMPUTERS FOR THE BLIND TO ADDRESS THE ISSUE OF DIGITAL EQUITY BY SIGNIFICANTLY EXPANDING THE TRAINING OPPORTUNITIES FOR CLIENTS WHO PURCHASE AFFORDABLE COMPUTERS, AS WELL AS FOR THEIR SUPPORT TEAM, I.E., FAMILY, FRIENDS, ETC.$20,000
CONKLIN DAVIS CENTER FOR THE VISUALLY IMPAIRED
405 WHITE STREETDAYTONA BEACHFL32114N/APCENABLE TACTILE CREATIONS TO PROVIDE BLIND STUDENTS WITH OPPORTUNITIES FOR ARTISTIC EXPRESSION, CREATIVITY, AND SENSORY EXPLORATION THROUGH TACTILE ART EXPERIENCES.$35,000
EXPONENT PHILANTHROPY
1720 N STREET NWWASHINGTONDC20036N/APCMEMBERSHIP DONATION$830
FOUNDATION FOR BLIND CHILDREN
1234 EAST NORTHERN AVENUEPHOENIXAZ85020N/APCFUNDING TO ENABLE FBC TO REPAIR A BACKLOG OF ABOUT 200 PERKINS BRAILLE WRITERS FOR STUDENTS TO USE.$20,000
FRIENDS IN ACTION
PO BOX 866DURHAMNH03824N/APCENABLE FIA TO OFFER COST-FREE FAMILY EVENTS AND NEW PROGRAMMING TO PARTICIPANTS TO HELP INCREASE INCLUSION AND DECREASE THE FEELING OF ISOLATION.$14,820
FUTURE IN SIGHT
25 WALKER STREETCONCORDNH03301N/APCSUPPORT FIS IN EXPANDING ITS VOLUNTEER PROGRAM TO SERVE INDIVIDUALS WHO ARE BLIND AND VISUALLY IMPAIRED ACROSS ALL CORNERS OF THE STATE. PROVIDING ESSENTIAL TRANSPORTATION AND COMPANIONSHIP WILL GIVE THESE INDIVIDUALS THE SUPPORT THEY NEED TO FACE THEIR DISABILITY WITH CONFIDENCE AND ASSERT THEIR DESIRE FOR INDEPENDENCE.$50,000
GAME CHANGERS IDAHO INC
106 N 6TH STREET STE 219BOISEID83702N/APCSUPPORT GAME CHANGERS TO PURCHASE ADDITIONAL SPORTS EQUIPMENT AND SUPPLIES FOR THEIR LITTLE GAME CHANGERS PROGRAM.$3,850
GIRLS ON THE RUN CAPITAL REGION
18 COMPUTER DRIVE WEST SUITE 102ALBANYNY12205N/APCDONATION FOR GENERAL OPERATING SUPPORT$250
GUIDING EYES OUTDOORS INC
1614 TOM OAKLEY ROADTIMBERLAKENC27583N/APCDONATION FOR GENERAL OPERATING SUPPORT$2,000
HEALING MEALS FOUNDATION CORPORATION
104B NOD ROADWEATOGUECT06089N/APCSUPPORT HMCP TO DEEPEN ENGAGEMENT WITH SPANISH-SPEAKING CLIENTS THROUGH THE WORK OF A BI-LINGUAL COMMUNITY LIAISON, WHO WILL BUILD BRIDGES TO DIRECTLY DELIVER RESOURCES TO PEOPLE AND ORGANIZATIONS WHO JOIN ON A JOURNEY TO HEALTH.$25,750
HELEN KELLER SERVICES
180 LIVINGSTON STREETBROOKLYNNY11201N/APCENABLE HELEN KELLER SERVICES TO OFFER TWO PAID INTERNSHIPS FOR O&M/VRT STUDENTS.$25,200
HIGHER GROUND USA INC
120 2ND AVE UNIT 206KETCHUMID83340N/APCSUPPORT FOR THE IDAHO SCHOOL FOR THE DEAF AND BLIND'S HIGHER GROUND WINTER PARTNERSHIP PROGRAMS TO INCLUDE A NEW INITIATIVE FOR THE SCHOOL'S BLIND/VI DEPARTMENT.$35,000
HOMESHARE VERMONT INC
412 FARRELL STREET SUITE 300SOUTH BURLINGTONVT05403N/APCENABLE HOMESHARE TO REACH MORE HOSTS THROUGH AN ENGAGEMENT WITH A MARKETING CONSULTANT TO DEVELOP AN EFFECTIVE AND APPEALING MARKETING STRATEGY.$20,000
HOPE COMMUNITY SERVICES INC
5701 W TALAVI BLVDGLENDALEAZ85306N/APCASSIST HCS IN EXPANDING ITS SPECIALIZED TRAUMA THERAPY PROGRAM FOR CHILDREN AND YOUTH WHO HAVE EXPERIENCED EXTRAORDINARILY COMPLEX, ONGOING TRAUMA BY PROVIDING ANIMAL-ASSISTED THERAPY.$30,500
HORIZONS INC
PO BOX 323SOUTH WINDAMCT06266N/APCFUNDING TO ENABLE HORIZONS TO RENOVATE A SPACE TO CREATE A DESIGNATED HOBBY CENTER THAT IS MORE USER-FRIENDLY, FUNCTIONAL, AND ACCESSIBLE FOR THEIR CAMPERS.$9,400
IDAHO DIABETES YOUTH PROGRAMS
5439 WEST KENDALL STREETBOISEID83706N/APCFUNDING TO SUPPORT FAMILY CAMPS WHERE PARENTS, SIBLINGS AND YOUTH WITH DIABETES WILL BE ABLE TO RECEIVE SOCIAL AND DIABETES SUPPORT IN AN OVERNIGHT SETTING.$8,000
IDAHO YOUTH RANCH INC
5465 WEST IRVING STREETBOISEID83706N/APCFUNDS TO DIRECTLY SUPPORT THE IDAHO YOUTH RANCH YOUTH WORKS PROGRAM WHICH HELPS AT-RISK YOUTH AND YOUNG ADULTS FIND A JOB AND KEEP A JOB. THIS PROGRAM INCLUDES CAREER READINESS AND FINANCIAL LITERACY TRAINING.$20,000
JUMP THE MOON
48 NORTH 100 WESTLOGANUT84321N/APCASSIST JUMP THE MOON IN PURCHASING A BRAILLE PRINTER AND ADAPTIVE ART SUPPLIES TO PROVIDE VISUALLY IMPAIRED STUDENTS THE OPPORTUNITY AND TOOLS TO EXPRESS THEMSELVES THROUGH ART.$5,602
KIDS ON THE MOVE
475 W 260 NOREMUT84057N/APCPROVIDE FUNDS AND HANDS-ON HELP TO MAKE OVER A RESPITE CARE ROOM FOR CHILDREN WHO NEED CALMING, FOCUSING, AND STIMULATION WHILE AWAY FROM THEIR CAREGIVERS.$6,565
KIDS WHO COUNT
345 NORTH SR 198SALEMUT84653N/APCFUNDS FOR DINNER AND HANDS-ON HELP TO THE CHILDREN AND FAMILIES RECEIVING SERVICES AT AN ANNUAL FAMILY ACTIVITY NIGHT.$3,750
LIGHTHOUSE FOR THE BLIND AND LOW VISION
1106 WEST PLATT STREETTAMPAFL33606N/APCFUNDING TO REPLACE A VEHICLE USED TO TRANSPORT COMMUNITY MEMBERS WHO ARE BLIND TO ORIENTATION AND MOBILITY TRAINING SESSIONS TO GAIN GREATER INDEPENDENCE.$23,780
LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED - SAN FRANCISCO
1155 MARKET STREET 10TH FLOORSAN FRANCISCOCA94103N/APCFUNDING TO SUPPORT THE SALARIES OF LIGHTHOUSE ORIENTATION & MOBILITY SPECIALISTS TO TRAIN PEOPLE WHO ARE BLIND OR HAVE LOW VISION TO SAFELY, INDEPENDENTLY, AND CONFIDENTLY TRAVEL AT HOME, IN THEIR NEIGHBORHOODS, AND THROUGHOUT THEIR COMMUNITIES AND BEYOND.$50,000
MAB COMMUNITY SERVICES INC
200 IVY STREETBROOKLINEMA02446N/APCFUNDING TO SUPPORT COMPREHENSIVE SERVICES FOR MASSACHUSETTS OLDER ADULTS WHO EXPERIENCE DIFFICULTY ADJUSTING TO VISION LOSS, WHICH CAN LEAD TO DEPRESSION, ANXIETY, AND REDUCED INDEPENDENCE.$40,662
MINDING YOUR MIND
124 SIBLEY AVENUEARDMOREPA19003N/APCSUPPORT MINDING YOUR MIND TO PROVIDE 40 MENTAL HEALTH EDUCATION AND SUICIDE PREVENTION PROGRAMS IN MAINE AND RHODE ISLAND TO STUDENTS, TEACHERS, AND PARENTS.$20,000
MIRACLE LEAGUE OF CONNECTICUT INC
68 SOUTH MAIN STREETWEST HARTFORDCT06107N/APCSUPPORT FOR THE ICAN BIKE PROGRAM THAT TEACHES CHILDREN WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES TO RIDE A TYPICAL 2-WHEEL BICYCLE.$5,000
NATIONAL BRAILLE PRESS
88 SAINT STEPHEN STREETBOSTONMA02115N/APCDONATION FOR GENERAL OPERATING SUPPORT$4,500
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NWWASHINGTONDC20006N/APCMEMBERSHIP DONATION$2,000
NEWVIEW OKLAHOMA INC
501 NORTH DOUGLAS AVENUEOKLAHOMA CITYOK73106N/APCPROVIDE SCHOLARSHIPS FOR 8 STUDENTS TO ATTEND NEWVIEWS MOVE PROGRAM, WHICH IS A VOCATIONAL TRAINING PROGRAM THAT EMPOWERS BLIND AND LOW-VISION INDIVIDUALS TO RETURN TO WORK, SCHOOL, AND LIFE.$32,400
NORTHWEST ASSOCIATION FOR BLIND ATHLETES
PO BOX 61489VANCOUVERWA98666N/APCFUNDS FOR A NEW PROGRAM MANAGER IN THE BOISE OFFICE WHO WILL BE RESPONSIBLE FOR THE EXPANSION OF PROGRAMS AND SERVICES IN IDAHO FOR INDIVIDUALS WHO ARE BLIND.$18,660
NORTHWEST CHILDREN'S HOME
419 22ND AVENUELEWISTONID83501N/APCFUNDING TO SUPPLY THREE ESSENTIAL COMPONENTS OF A THERAPEUTIC TREATMENT MODEL FOR THE NEW NCH PSYCHIATRIC TREATMENT FACILITY: CONSTRUCTION OF A GAZEBO, RENOVATION OF AN INTERIOR ATRIUM, AND FURNISHINGS FOR A FAMILY APARTMENT.$29,083
OUTDOORS FOR ALL
6344 NE 74TH ST SUITE 102SEATTLEWA98115N/APCFUNDING FOR OUTDOORS FOR ALL TO PROVIDE ADAPTIVE RECREATION PROGRAMS TO INDIVIDUALS WITH DISABILITIES, INCLUDING THOSE WHO ARE BLIND OR HAVE VISUAL IMPAIRMENTS.$24,000
PROJECT READ
550 N UNIVERSITY AVENUE 215PROVOUT84601N/APCSUPPORT TO MEET THE IMMEDIATE EDUCATIONAL NEEDS AND BUILD A FOUNDATION FOR SUSTAINABLE GROWTH SO THAT PROJECT READ IS BETTER POSITIONED TO PROVIDE CONTINUED DEVELOPMENT IN LITERACY AND EMPLOYMENT READINESS.$20,000
RALSTON HOUSE
10795 WEST 58TH AVENUEARVADACO80002N/APCSUPPORT FOR SALARIES AND BENEFITS OF FORENSIC INTERVIEWING STAFF WHO PROVIDE SPECIALIZED INTERVIEWS OF CHILDREN WHO HAVE BEEN ABUSED OR WITNESSED A CRIME.$10,000
RIDE FOR JOY THERAPEUTIC RIDING PROGRAM INC
28379 EL PASO ROADCALDWELLID83607N/APCSUPPORT RIDE FOR JOYS INSTRUCTOR-IN-TRAINING PROGRAM AS THEY GUIDE APPLICANTS THROUGH A CERTIFICATION PROCESS, PROVIDE A PAID INTERNSHIP FOR THEIR TEACHING HOURS, AND REIMBURSE THE FINAL EXAM COST.$11,100
RISING STARS THERAPEUTIC RIDING CENTER INC
PO BOX 482TWIN FALLSID83303N/APCDONATION FOR GENERAL OPERATING SUPPORT$100
SAFE TODDLES
1491 ROUTE 52 STE 44FISHKILLNY12524N/APCSUPPORT TO PROVIDE PEDIATRIC BELT CANE FOR TODDLERS THAT ARE BLIND OR LOW VISION, LEARNING HOW TO WALK AND NAVIGATE THEIR SURROUNDINGS.$5,000
SARATOGA SHREDDERS INC
150 MEDBURY ROADPORTER CORNERSNY12859N/APCFUNDS TO INTRODUCE AN INCLUSIVE LEARN-TO-RIDE PROGRAM TO EMPOWER STUDENTS WITH COGNITIVE DISABILITIES FROM GRADES 1-12 TO LEARN THE FUNDAMENTAL SKILLS OF BIKE RIDING USING BALANCE BIKES.$5,100
SEEDLINGS BRAILLE BOOKS FOR CHILDREN
14151 FARMINGTON ROADLIVONIAMI48154N/APCSUPPORT FOR SEEDLINGS B4B PROGRAM, AN INVITE-ONLY PROGRAM FOR EARLY INTERVENTION PROGRAMS, TO RECEIVE TWO PRINT-BRAILLE-AND-PICTURE BOOKS FOR EACH PRE-BRAILLE READER (AGES BIRTH-3) WHO IS ENROLLED.$20,000
SHELTER TO SOLDIER INC
2366 FRONT STREETSAN DIEGOCA92101N/APCSUPPORT TO TRAIN AND PROVIDE PSYCHIATRIC SERVICE DOGS, RESCUED FROM SHELTERS, TO VETERANS TO IMPROVE THEIR QUALITY OF LIFE, RELATIONSHIPS, CONFIDENCE, AND SENSE OF SECURITY TO INTEGRATE BACK INTO SOCIETY AND FIND THEIR POST-MILITARY PURPOSE.$5,000
SOUTHERN ARIZONA ASSOCIATION FOR THE VISUALLY IMPAIRED
3350 EAST GRANT ROADTUCSONAZ85716N/APCFUNDING TO ACHIEVE COMPLETE ACCESS TO CERTIFICATION PRIVILEGES AND ENABLE SAAVI TO PROVIDE PROFESSIONAL DEVELOPMENT AND TRAINING ON A NATIONAL SCALE.$50,000
SPECIAL KIDS SPECIAL FAMILIES INC
1915 AEROTECH DRIVECOLORADO SPRINGSCO80916N/APCFUNDING TO SUPPORT LOW-INCOME CHILDREN AT ZACHS PLACE PROGRAM FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES AND HIGH NEEDS.$10,500
SPECIAL OLYMPICS UTAH INC
12227 S BUSINESS PARK DRDRAPERUT84020N/APCDONATION FOR GENERAL OPERATING SUPPORT$1,000
SPECIAL SURFERS
20 MAIN STREET EXTENSIONSACOME04072N/APCENABLE SPECIAL SURFERS TO PURCHASE ADDITIONAL WETSUITS TO ACCOMMODATE THEIR GROWING NUMBER OF PARTICIPANTS AND A NEW TRAILER TO STORE ALL OF THEIR GEAR.$15,000
TETON ADAPTIVE SPORTS
PO BOX 903TETON VILLAGEWY83025N/APCDONATION FOR GENERAL OPERATING SUPPORT$500
THE CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458N/APCFUNDING FOR AN EMPLOYMENT SPECIALIST WHO WILL IMPLEMENT A MULTIFACETED APPROACH THAT ADDRESSES BOTH SYSTEMIC CHALLENGES AND INDIVIDUAL EMPOWERMENT TO ADULTS WITH DISABILITIES TO GAIN EMPLOYMENT.$45,000
THE JOY BUS
3375 EAST SHEA BOULEVARDPHOENIXAZ85028N/APCFINANCIAL SUPPORT TOWARDS THE PURCHASE OF A TEMPERATURE-CONTROLLED VAN THAT IS USED TO DELIVER SHELF-STABLE AND FROZEN MEALS TO 100 CANCER PATIENTS EACH WEEK.$20,090
THE RESEARCH FOUNDATION FOR SUNY THE COLLEGE AT BROCKPORT
350 NEW CAMPUS DRIVEBROCKPORTNY14420N/APCFUNDING FOR NEW OR RESTART 4-5 CAMP ABILITIES SUMMER CAMPS FOR THOSE WITH VISUAL IMPAIRMENTS AND BLINDNESS TO LEARN HOW TO STAY ACTIVE AND HEALTHY, BE INDEPENDENT, AND SELF-ADVOCATE FOR INCLUSION.$21,000
TUCSON BREAKFAST LIONS CLUB FOUNDATION
8987 EAST TANQUE VERDE ROAD 309-104TUCSONAZ85749N/APCDONATION FOR GENERAL OPERATING SUPPORT$250
UNITED STATES ASSOCIATION OF BLIND ATHLETES
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909N/APCFUNDING TO ADD A BLIND SOCCER COORDINATOR TO FACILITATE THE HOLISTIC GROWTH OF BLIND SOCCER ACROSS GRASSROOTS SITES, COACH/OFFICIAL PIPELINE, AND NATIONWIDE EXPANSION.$30,250
UNIVERSITY OF MASSACHUSETTS FOUNDATION
100 CARLSON AVENUE BUILDING 12NEWTONMA02459N/APCSUPPORT TO RECRUIT, RETAIN, AND PROVIDE PARTIAL TUITION SUPPORT TO A COHORT OF UP TO 38 DIVERSE SCHOLARS TO COMPLETE A GRADUATE CERTIFICATE IN CORTICAL/CEREBRAL VISUAL IMPAIRMENT OR DEAFBLINDNESS.$103,269
UTAH SCHOOL FOR THE DEAF AND BLIND EDUCATION FOUNDATION
742 HARRISON BLVDOGDENUT84404N/APCENABLE USDB TO PROVIDE NEW TECHNOLOGY PROGRAMS AND ASSISTIVE DEVICES TO BLIND STUDENTS TO AID IN INDEPENDENCE.$21,996
VIA
1170 MAIN STREETBUFFALONY14209N/APCPROVIDE FUNDING FOR A PILOT PROGRAM TO TRAIN SENIORS WHO ARE VISUALLY IMPAIRED IN ADAPTIVE TECHNOLOGY TO MAXIMIZE THEIR INDEPENDENCE AND PURCHASE ADAPTIVE TECHNOLOGY.$24,148
VISIONSERVE ALLIANCE
8760 MANCHESTER ROADBRENTWOODMO63144N/APCFUNDING TO SUPPORT A META-ANALYSIS CONDUCTED BY TTI HEALTH RESEARCH ECONOMICS, WHICH WILL REVIEW EXISTING, PUBLISHED RESEARCH ON THE VALUE OF VISION REHABILITATION SERVICES.$50,500
VISUALLY IMPAIRED PRESCHOOL SERVICES
1906 GOLDSMITH LANELOUISVILLEKY40218N/APCDONATION FOR GENERAL OPERATING SUPPORT$3,350
WAYPOINT ADVENTURES INC
453 CONCORD AVENUELEXINGTONMA02421N/APCPROVIDE FUNDING FOR STAFF AND DIRECT COSTS RELATED TO OPEN ENROLLMENT PROGRAMMING, MARKETING, & OUTREACH SUPPORT.$29,500
YOUTH FULL MAINE
PO BOX 745BIDDEFORDME04005N/APCFUNDING TO BUILD A YEAR-ROUND COMMUNITY GREENHOUSE TO SUPPLY FRESH PRODUCE FOR FOOD-INSECURE FAMILIES THROUGH YOUTH FULL MAINE PROGRAMS.$10,000
ZEBRA CROSSINGS
PO BOX 411DOVERNH03821N/APCSCHOLARSHIP SUPPORT FOR CHILDREN WITH DOWN SYNDROME TO ATTEND CAMP WITH THEIR FAMILIES TO DEVELOP SKILLS, BOOST INDEPENDENCE, AND REDUCE ANXIETY RELATED TO THEIR MEDICAL CONDITION.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,293,830TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,703ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$751,140ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$930,450ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCC REWARDSDesc
Exclusion01ExclusionCd
Exclusion$1,433ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,710,726ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,710,726TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$36,078Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35,856DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INTER-TERM INVEST-GR ADM - 87,803 SHSFMV$751,592$751,592
LONG-TERM INVEST-GR ADM - 68,399 SHSFMV$515,048$515,048
SHORT-TERM INVEST-GR ADM - 102,745 SHSFMV$1,059,305$1,059,305
STRATEGIC EQUITY FUND - 20,029 SHSFMV$723,835$723,835
TOT INTL BOND IX ADMIRAL - 109,074 SHSFMV$2,141,121$2,141,121
TOT INTL STOCK IX INST - 69,137 SHSFMV$8,761,074$8,761,074
TOTAL BOND MKT INDEX ADM - 254,867 SHSFMV$2,416,137$2,416,137
TOTAL STOCK MKT IDX INST - 80,212 SHSFMV$11,313,867$11,313,867
U.S. GROWTH FUND ADMIRAL - 8,405 SHSFMV$1,555,335$1,555,335
WINDSOR II FUND ADM - 18,518 SHSFMV$1,454,561$1,454,561

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,719LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,355DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$7,535$0$7,624
OFFICE EXPENSES$2,637$0$2,690
TRAINING AND DEVELOPMENT$17,105$0$17,105
ANNUAL MEETING$42,195$0$30,234
SITE VISITS$828$0$828

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCC REWARDSDesc
Revenue And Expenses Per Books$1,433RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,433AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR UNREALIZED GAINDesc
Amt$1,889,954Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$51,268$51,268$0
OTHER PROFESSIONAL FEES$11,371$55$11,316

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$15,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt