THE GIBNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE GIBNEY FAMILY FOUNDATION INC (EIN 65-0286170)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202311259349102411
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T18:55:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650286170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIBNEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIBN | BusinessNameControlTxt |
| Phone | 8024885118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 633 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY WASDEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8024885118 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | WASDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2023-05-04 | 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 | 2022 | 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 | $26,554,448 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $578,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $846,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,527,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $846,806 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $442 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,428,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,427,524 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $442 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $254,672 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,784 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $242,888 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,760 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,760 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $73,759 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,300 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,459 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,518 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,395 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,552 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $493,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $444,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,303,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,303,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,797,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,747,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$368,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,378,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $442 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $295,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $915,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $915,697 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $620 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $610 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $610 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $33,899,267 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,638,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,638,141 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,481 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $34,195,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,554,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,554,448 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,559 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,532 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,559 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,532 | 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 | $34,192,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,551,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,192,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,551,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,195,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,554,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,192,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$368,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $442 | OtherIncreasesAmt |
| Subtotal | $33,824,253 | SubtotalAmt |
| Other Decreases | $7,272,337 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,551,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| VANGAURD - LONG TERM | $2,414,350 | $1,680,436 | $733,914 | $733,914 | |
| CAPITAL GAINS DIVIDENDS | $112,892 | $112,892 | $112,892 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $846,806 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,441 | 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 | $14,441 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $439 | EsPenaltyAmt |
| Tax Due | $5,153 | 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 | FL | 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 | HTTP://WWW.TGFF.ORG/ | WebsiteAddressTxt |
| Individual With Books | CLIFTONLARSONALLEN LLP | IndividualWithBooksNm |
| Phone | 8605614000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| TRACY WASDEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | PRESIDENT/CEO | 35.00 | $133,705 | $26,741 | $0 |
| SUSAN DIFATTA | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | COO | 25.00 | $101,579 | $20,316 | $0 |
| KEN WASDEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | CHAIRMAN OF THE BOARD | 2.00 | $3,000 | $0 | $0 |
| BRIAN DIFATTA | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | TREASURER | 3.00 | $3,388 | $0 | $0 |
| MALLORY BAIR | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $2,500 | $0 | $0 |
| CELESTE BEAZER | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $2,500 | $0 | $0 |
| JENNIFER BOYD | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $1,500 | $0 | $0 |
| ROBERT SAMSEL | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $1,500 | $0 | $0 |
| NATALIE HANSEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $1,500 | $0 | $0 |
| MOLLY WHITTAKER | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $3,500 | $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 | $28,331,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $730,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,061,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,061,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $435,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,625,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,431,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,431,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,155 | TotalTaxAmt |
| Distributable Before Adj | $1,412,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $442 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,412,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,412,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,747,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,747,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,412,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,210,765 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,747,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,210,765 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $537,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $875,369 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITY 1ST UTAH | ||||||||
| 491 NORTH FREEDOM BOULEVARD | PROVO | UT | 84601 | N/A | PC | FUNDING FOR CONSTRUCTION DOCUMENTS FOR THE INSTALLATION OF AN ELEVATOR WITH ADA IMPROVEMENTS | $6,000 | |
| AMERICAN COUNCIL OF THE BLIND | ||||||||
| 1703 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | N/A | PC | FUNDING TO SUPPORT THE ACB MEDIA NETWORK FOR DISTRIBUTION AND HOSTING COMMUNITY EVENTS | $30,000 | |
| AMERICAN HEROES PROJECT | ||||||||
| 87 EAST CENTER STREET 2 | SPANISH FORK | UT | 84660 | N/A | PC | TO PROVIDE VETERANS WITH A THERAPEUTIC OUTDOOR-FISHING EXPERIENCE TO STRAWBERRY RESERVOIR | $15,000 | |
| AMERICAN PRINTING HOUSE FOR THE BLIND INC | ||||||||
| 1839 FRANKFORT AVENUE | LOUISVILLE | KY | 40206 | N/A | PC | SUPPORT THE APH CONNECT CENTER TRANSITION HUB | $37,625 | |
| BAGS OF LOVE | ||||||||
| 1052 GREEN ACRES ROAD | EUGENE | OR | 97408 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $100 | |
| BICYCLE COLLECTIVE | ||||||||
| 2312 SOUTH WEST TEMPLE STREET | SOUTH SALT LAKE | UT | 84115 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| BLIND CHILDREN'S CENTER INC | ||||||||
| 4120 MARATHON STREET | LOS ANGELES | CA | 90029 | N/A | PC | TO SUPPORT THE BCC'S DISABILITY SERVICES AND HELP ACHIEVE FUNDING REQUIREMENTS | $35,000 | |
| BLIND INSTITUTE OF TECHNOLOGY | ||||||||
| 13062 SPRUCE PLACE | THORNTON | CO | 80602 | N/A | PC | TO HELP STUDENTS OBTAIN SALESFORCE CERTIFICATION AND ENTER THE BIT APPRENTICESHIP PROGRAM | $40,000 | |
| BRIDLE UP HOPE | ||||||||
| 1141 WATKINS LANE | ALPINE | UT | 84004 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| CAMP ABILITIES - DELAWARE | ||||||||
| 424 ROSEANNA AVENUE | WILMINGTON | DE | 19803 | N/A | PC | FUNDING TO HELP IMPLEMENT CAMP ABILITIES | $5,000 | |
| CAMP HODIA | ||||||||
| 5439 WEST KENDALL STREET | BOISE | ID | 83706 | N/A | PC | PROVIDE "CAMPERSHIP" SUPPORT FOR LOCAL CHILDREN WITH DIABETES TO ATTEND A DIABETIC SPECIFIC CAMP | $10,000 | |
| CAMP SUMMIT | ||||||||
| 17210 CAMPBELL ROAD | DALLAS | TX | 75252 | N/A | PC | ASSIST CAMP SUMMIT IN LAUNCHING A SEASONAL STAFF RECRUITMENT & RETENTION PROJECT | $29,875 | |
| CAST FOR KIDS | ||||||||
| 2755 COMMERCIAL STREET SOUTHEAST | SALEM | OR | 97302 | N/A | PC | TO CREATE A STRATEGIC INFORMATION / PROMOTIONAL MARKETING PLAN | $26,000 | 101 |
| CITY ACCESS NEW YORK | ||||||||
| 1207 CASTLETON AVENUE | STATEN ISLAND | NY | 10310 | N/A | PC | ASSIST THE CAREER DISCOVERY PROJECT'S YEAR-ROUND CAREER DEVELOPMENT PROGRAM | $25,000 | |
| COMMITTEE ON TEMPORARY SHELTER | ||||||||
| 95 NORTH AVENUE | BURLINGTON | VT | 05401 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| COMPUTERS FOR THE BLIND | ||||||||
| 1201 SOUTH SHERMAN STREET SUITE 206 | RICHARDSON | TX | 75081 | N/A | PC | SUPPORT THE "COMPUTE WITH CONFIDENCE" TRAINING PROGRAM | $23,840 | |
| CONKLIN DAVIS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 405 WHITE STREET | DAYTONA BEACH | FL | 32114 | N/A | PC | ASSIST WITH FUNDING FOR THE CONKLIN DAVIS CREATIVE ARTS PROGRAM | $30,000 | |
| ENVISION DALLAS LIGHTHOUSE FOUNDATION | ||||||||
| 4306 CAPITOL AVENUE | DALLAS | TX | 75204 | N/A | PC | SUPPORT THE COLLEGE SUCCESS PROGRAM TO CREATE SUSTAINABLE, POSITIVE CHANGES IN COMMUNITIES | $60,000 | |
| EVERMOR FOUNDATION | ||||||||
| 8987 EAST TANQUE VERDE ROAD 309-104 | TUCSON | AZ | 85749 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PC | MEMBERSHIP DONATION | $795 | |
| EYE TO EYE INC | ||||||||
| 50 BROAD STREET SUITE 1702 | NEW YORK | NY | 10004 | N/A | PC | ENABLE EYE TO EYE TO PROVIDE NEAR-PEER MENTORING TO COLORADO STUDENTS WITH LEARNING DISABILITIES | $30,000 | |
| FOUNDATION FOR BLIND CHILDREN | ||||||||
| 1234 EAST NORTHERN AVENUE | PHOENIX | AZ | 85020 | N/A | PC | SUPPORT FOR TWO STAFF MEMBERS WHO CREATE AND OVERSEE THE OPPORTUNITIES FOR 100 STUDENTS | $25,000 | |
| FRIENDS FOR SIGHT | ||||||||
| 6715 S 1300 E SUITE 250 | SALT LAKE CITY | UT | 84121 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| FRIENDS IN ACTION | ||||||||
| PO BOX 866 | DURHAM | NH | 03824 | N/A | PC | FUNDING TO CREATE A COMMUNITY ENGAGEMENT CENTER | $10,451 | |
| FUTURE IN SIGHT | ||||||||
| 25 WALKER STREET | CONCORD | NH | 03301 | N/A | PC | PROVIDE FUNDING FOR A ELECTRONIC MEDICAL RECORD (EMR) PILOT PROGRAM | $50,000 | |
| GAME CHANGERS IDAHO INC | ||||||||
| 6700 W USTICK RD | BOISE | ID | 83704 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| GIFTS OF LOVE | ||||||||
| 34 EAST MAIN STREET | AVON | CT | 06001 | N/A | PC | SUPPORT GIFTS OF LOVE'S RETAIL RESCUE FOOD ACQUISITION AND DISTRIBUTION PROGRAM | $15,876 | |
| HEALING MEALS COMMUNITY PROJECT | ||||||||
| PO BOX 7223 | BLOOMFIELD | CT | 06002 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $2,250 | |
| HIMALAYAN CATARACT PROJECT INC | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| HISTORIC ELSINORE THEATER | ||||||||
| 170 HIGH STREET SOUTHEAST | SALEM | OR | 97301 | N/A | PC | SUPPORT THE ELSINORE THEATER, "MONTHLY MOVIE FUN AT THE ELSINORE" | $5,000 | |
| HOME SHARE VERMONT | ||||||||
| 412 FARRELL STREET SUITE 300 | SOUTH BURLINGTON | VT | 05403 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $2,000 | |
| IDAHO EDUCATIONAL SERVICES FOR THE DEAF AND THE BLIND FOUNDATION | ||||||||
| PO BOX 181 | GOODING | ID | 83330 | N/A | PC | FUNDING FOR THEIR SUMMER ENRICHMENT CAMP | $5,000 | |
| IDAHO YOUTH RANCH INC | ||||||||
| 5465 WEST IRVING STREET | BOISE | ID | 83706 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| INSIGHT | ||||||||
| 43 JEFFERSON BOULEVARD | WARWICK | RI | 02888 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| KID IN THE CORNER | ||||||||
| 6929 N HAYDEN RD SUITE C4-126 | SCOTTSDALE | AZ | 85250 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| KIDS MAKING IT INC | ||||||||
| 617 CASTLE STREET | WILMINGTON | NC | 28401 | N/A | PC | FURNISHINGS TO IMPROVE THE FUNCTIONALITY AND APPEARANCE OF OUR UPSTAIRS CLASSROOM SPACE | $5,000 | |
| KIDS ON THE MOVE | ||||||||
| 475 W 260 N | OREM | UT | 84057 | N/A | PC | ENABLE KIDS ON THE MOVE TO ACQUIRE SPECIALIZED PIECES OF EQUIPMENT TO BE LENT OUT TO FAMILIES | $30,890 | |
| LIGHTHOUSE FOR THE BLIND AND LOW VISION | ||||||||
| 1106 WEST PLATT STREET | TAMPA | FL | 33606 | N/A | PC | CONTINUED SUPPORT FOR THE EARLY INTERVENTION SERVICES PROGRAM | $25,000 | |
| LOWELL ASSOCIATION FOR THE BLIND | ||||||||
| 168 MERRIMACK STREET 2ND FLOOR | LOWELL | MA | 01852 | N/A | PC | FUNDING TO HIRE A PART TIME CLIENT ASSISTANCE PROGRAM COORDINATOR | $35,000 | |
| MAB COMMUNITY SERVICES INC | ||||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $14,200 | |
| MINDING YOUR MIND | ||||||||
| 124 SIBLEY AVENUE | ARDMORE | PA | 19003 | N/A | PC | TO FULFILL THE STATED NEEDS OF SCHOOLS AND COMMUNITY GROUPS | $20,000 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84098 | N/A | PC | ASSIST NAC WITH THE COACH INTERNSHIP PROGRAM | $20,000 | |
| NATIONAL BRAILLE PRESS | ||||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | N/A | PC | ASSISTANCE FOR A NEW PROGRAM | $51,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | MEMBERSHIP DONATION | $2,000 | |
| NEWVIEW OKLAHOMA | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | PROVIDE SCHOLARSHIPS FOR 10 VISUALLY IMPAIRED INDIVIDUALS TO PARTICIPATE IN VOCATIONAL TRAINING | $48,500 | |
| NORTHWEST ASSOCIATION FOR BLIND ATHLETES | ||||||||
| PO BOX 61489 | VANCOUVER | WA | 98666 | N/A | PC | FUNDS TO ASSIST A NEW PROGRAM MANAGER IN A BOISE OFFICE | $45,000 | |
| OUTDOORS FOR ALL | ||||||||
| 6344 NE 74TH ST SUITE 102 | SEATTLE | WA | 98115 | N/A | PC | EMPOWER OUTDOORS FOR ALL TO PURCHASE NEEDED EQUIPMENT, SUPPORT FINANCIAL AID FOR PARTICIPANTS | $32,500 | |
| RALSTON HOUSE | ||||||||
| 10795 WEST 58TH AVENUE | ARVADA | CO | 80002 | N/A | PC | TO SUPPORT A PORTION OF SALARIES OF FORENSIC INTERVIEWERS AND VICTIM ADVOCATES | $7,750 | |
| REFUGEPOINT INC | ||||||||
| PO BOX 984001 | BOSTON | MA | 02298 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| RESOURCE | ||||||||
| 329 HARVEST LANE | WILLISTON | VT | 05495 | N/A | PC | PROVIDE FUNDING TO ADD A FULL-TIME POSITION TO OVERSEE THE VIRTUAL PROGRAMMING | $25,000 | |
| RISING STARS THERAPEUTIC RIDING CENTER INC | ||||||||
| PO BOX 482 | TWIN FALLS | ID | 83303 | N/A | PC | CONTRIBUTE TO SUPPLEMENTAL PROGRAM SUPPORT IN RESPONSE TO RAPID INFLATION AND SEVERE ECONOMIC TIMES | $8,000 | |
| SEEDLINGS BRAILLE BOOKS FOR CHILDREN | ||||||||
| 14151 FARMINGTON ROAD | LIVONIA | MI | 48154 | N/A | PC | TO GET MORE BRAILLE BOOKS INTO THE HANDS OF PRE BRAILLE READERS | $17,000 | |
| SKI FOR LIGHT INTERNATIONAL | ||||||||
| 1455 WEST LAKE STREET | MINNEAPOLIS | MN | 55408 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,750 | |
| SMART LIVING LEARNING & EARNING WITH AUTISM | ||||||||
| 1990 ALDER STREET | EUGENE | OR | 97405 | N/A | PC | SUPPORTING, OBTAINING AND SUSTAINING PROGRAM TO FOCUS ON EMPLOYMENT FOR PEOPLE WITH DISABILITIES | $21,616 | |
| SOUTHERN ARIZONA ASSOCIATION FOR THE VISUALLY IMPAIRED | ||||||||
| 3767 EAST GRANT ROAD | TUCSON | AZ | 85716 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,500 | |
| SPECTRUM YOUTH AND FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| STEPS TO END DOMESTIC VIOLENCE | ||||||||
| PO BOX 1535 | BURLINGTON | VT | 05402 | N/A | PC | ASSIST THE EXPANSION OF THE CHILDRENS PROGRAMMING TO TWO FULL-TIME YOUTH ADVOCATES | $30,863 | |
| SUN SOUNDS FOUNDATION | ||||||||
| 2323 W 14TH STREET | TEMPE | AZ | 85281 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| TETON ADAPTIVE SPORTS | ||||||||
| 7342 GRANITE LOOP ROAD | TETON VILLAGE | WY | 83025 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| THE CARROLL CENTER FOR THE BLIND | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | FUNDS TO HELP LAUNCH AN INNOVATIVE, NEW USER TESTING TRAINING PROGRAM | $40,000 | |
| THE CHILDREN'S CENTER | ||||||||
| 13500 SE 7TH STREET | VANCOUVER | WA | 98683 | N/A | PC | SUPPORT THE TREATMENT TO CHILD VICTIMS OF SEXUAL ABUSE AND NON-OFFENDING FAMILY MEMBERS | $25,000 | |
| THE CHILDREN'S HOME SOCIETY OF IDAHO | ||||||||
| 704 WARM SPRINGS AVENUE | BOISE | ID | 83712 | N/A | PC | FUNDING FOR ONE CLINICIAN'S SALARY FOR THE PERIOD OF TWO YEARS TO SUPPORT THE CRISIS MANAGEMENT PLAN | $35,500 | |
| THE GARDEN FOUNDATION | ||||||||
| 7485 WEST AZURE DRIVE SUITE 130 | LAS VEGAS | NV | 89130 | N/A | PC | SUPPORT COSTS ASSOCIATED WITH HIRING PROFESSIONAL CONTRACTORS | $5,000 | |
| THE IRIS NETWORK | ||||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $6,000 | |
| THE JOY BUS DINER | ||||||||
| 3241 E SHEA BLVD 423 | PHOENIX | AZ | 85028 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $250 | |
| THE PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PC | FUNDING TO HELP CAREER LAUNCH, AN INNOVATIVE JOB TRAINING AND CAREER SERVICES PROGRAM | $50,000 | |
| THE REFUGE UTAH | ||||||||
| 1433 EAST 840 NORTH | OREM | UT | 84097 | N/A | PC | ENABLE THE REFUGE TO REPLACE TWO 28-YEAR-OLD SECURITY GATES | $19,397 | |
| THE RESEARCH FOUNDATION FOR SUNY THE COLLEGE AT BROCKPORT | ||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14420 | N/A | PC | SUPPORT FOR A 24-HOUR GOALBALL MARATHON WITH PARALYMPIC ATHLETES | $10,462 | |
| THE ROAD HOME | ||||||||
| 1415 S MAIN STREET | SALT LAKE CITY | UT | 84115 | N/A | PC | ASSISTANCE TOWARDS THEIR HOUSING-FOCUSED CASE MANAGEMENT PROGRAM | $33,000 | |
| THE SHARING PLACE | ||||||||
| 1695 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| TUNNEL TO TOWERS | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| UNITED STATES ASSOCIATION OF BLIND ATHLETES | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PC | ASSIST WITH FUNDS TO HIRE A BLIND SOCCER MANAGER | $20,000 | |
| VERMONT ADAPTIVE SKI AND SPORTS | ||||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 60 KIMBALL AVENUE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | N/A | PC | SUPPORT TOWARDS THE EMERGENCY ASSISTANCE FUND PROGRAM | $5,000 | |
| VISIONSERVE ALLIANCE | ||||||||
| 8760 MANCHESTER ROAD | BRENTWOOD | MO | 63144 | N/A | PC | SUPPORT REFRAMING AGING & VISION LOSS IN THE SECOND YEAR OF A THREE-YEAR PLAN | $33,112 | |
| VISUALLY IMPAIRED PRESCHOOL SERVICES | ||||||||
| 1906 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | N/A | PC | FUNDING TO IMPLEMENT THE "EVERY CHILD CAN" CURRICULUM RESOURCE | $15,000 | |
| WASATCH ADAPTIVE SPORTS | ||||||||
| C/O SNOWBIRD RESORT | SNOWBIRD | UT | 84092 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| WAYPOINT ADVENTURES INC | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | N/A | PC | ENABLE WAYPOINT ADVENTURE TO RE-LAUNCHED THEIR LEADERS IN TRAINING (LIT) PROGRAM | $25,000 | |
| WAYSIDE FOOD PROGRAMS | ||||||||
| PO BOX 1278 | PORTLAND | ME | 04104 | N/A | PC | EMPOWER WAYSIDE COMMUNITY MEALS TO PROVIDE A COMMUNITY MEALS PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,303,602 | 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 | $1,962 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $846,806 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,428,614 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,428,614 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,518 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTER-TERM INVEST-GR ADM - 80,528 SHS | FMV | $669,992 | $669,992 |
| LONG-TERM INVEST-GR ADM - 62,044 SHS | FMV | $483,942 | $483,942 |
| SHORT-TERM INVEST-GR ADM - 103,880 SHS | FMV | $1,033,603 | $1,033,603 |
| STRATEGIC EQUITY FUND - 17,906 SHS | FMV | $547,756 | $547,756 |
| TOT INTL BOND IX ADMIRAL - 100,201 SHS | FMV | $1,897,814 | $1,897,814 |
| TOT INTL STOCK IX INST - 73,545 SHS | FMV | $8,194,330 | $8,194,330 |
| TOTAL BOND MKT INDEX ADM - 238,170 SHS | FMV | $2,257,848 | $2,257,848 |
| TOTAL STOCK MKT IDX INST - 90,818 SHS | FMV | $8,456,938 | $8,456,938 |
| U.S. GROWTH FUND ADMIRAL - 9,380 SHS | FMV | $950,405 | $950,405 |
| WINDSOR II FUND ADM - 17,317 SHS | FMV | $1,145,513 | $1,145,513 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED LOSS | Desc |
| Amt | $7,272,337 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $70 | $0 | $70 |
| INSURANCE | $7,331 | $0 | $7,321 |
| OFFICE EXPENSES | $6,697 | $0 | $6,720 |
| TRAINING AND DEVELOPMENT | $12,839 | $0 | $13,288 |
| ANNUAL MEETING | $651 | $0 | $651 |
| SITE VISITS | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $1,090 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,090 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF QUALIFYING DISTRIBUTIONS | Desc |
| Amt | $442 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $52,101 | $45 | $51,552 |
| INVESTMENT MANAGEMENT FEES | $34,350 | $34,350 | $0 |