STABLE ROAD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STABLE ROAD FOUNDATION (EIN 82-5153380)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202333139349102293
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T17:49:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 825153380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STABLE ROAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EMILY MURPHY | InCareOfNm |
| Business Name Control | STAB | BusinessNameControlTxt |
| Phone | 3072076527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 Capital Ave Suite 402B | AddressLine1Txt |
| City | Cheyenne | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD FREEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105661900 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | FREEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,419,948 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $183,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,844 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,422 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $333 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $7,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,189 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,661 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,321 | CashBOYAmt |
| Cash EOY | $61,866 | CashEOYAmt |
| Cash EOYFMV | $61,866 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,426,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,344,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,344,977 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $333 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $11,667 | LandEOYAmt |
| Land EOYFMV | $11,667 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,263 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,263 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,524,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,419,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,419,948 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,523,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,419,948 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,523,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,524,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,419,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,523,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,516 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,466,120 | SubtotalAmt |
| Other Decreases | $1,046,172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,419,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,251 SHS APPLE INC. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-08-11 | AcquiredDt |
| Gross Sales Price | $200,484 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,600 | CostOrOtherBasisAmt |
| Gain Or Loss | $164,884 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $164,884 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,483 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,483 | SubtotalAmt |
| Tax Based On Investment Income | $2,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,855 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,855 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,372 | OverpaymentAmt |
| Applied To ES Tax | $4,372 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY MURPHY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072076527 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 CAPITOL AVE SUITE 402B | AddressLine1Txt |
| City | Cheyenne | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD FREEDMAN | ||||||||
| 1603 Capital Ave Suite 402B | Cheyenne | WY | 82001 | PRESIDENT/TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| KATIE FREEDMAN GOLDSMITH | ||||||||
| 1603 Capital Ave Suite 402B | Cheyenne | WY | 82001 | SECRETARY/DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,890,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,973,753 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,973,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,929,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,483 | TotalTaxAmt |
| Distributable Before Adj | $143,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,974 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $144,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $236,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $95,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $342,145 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,080 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $472,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $144,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,839 | RemainingDistriFromCorpusAmt |
| Total Corpus | $564,015 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $564,015 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,951 | ExcessFromYear4Amt |
| Excess From Year3 | $342,145 | ExcessFromYear3Amt |
| Excess From Year2 | $34,080 | ExcessFromYear2Amt |
| Excess From Current Year | $91,839 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD FREEDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE BUDDY PROGRAM | |||||||
| 110 EAST HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ASPEN YOUTH CENTER | |||||||
| PO BOX 8266 | ASPEN | CO | 81612 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| SUMMIT 54 | |||||||
| 625 E Main Street Suite 102B-115 | Aspen | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| SUFFIELD ACADEMY | |||||||
| 185 NORTH MAIN STREET | SUFFIELD | CT | 06078 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| MAUI MEMORIAL MEDICAL CENTER FOUNDATION INC | |||||||
| 285 MAHALANI STREET suite 4 | WAILUKU | HI | 96793 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| IMUA FAMILY SERVICES | |||||||
| 161 S WAKEA AVE | KAHULUI | HI | 96732 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 |
| UHIWAI O HALEAKALA | |||||||
| PO BOX 1056 | MAKAWAO | HI | 96768 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NA HALE O MAUI | |||||||
| 190 NORTH CHURCH STREET | WAILUKU | HI | 96793 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Love the Sea | |||||||
| 1110 Nuuanu Ave | Honolulu | HI | 96817 | NONE | PC | General Operating Support | $10,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | none | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE OTHER ONES FOUNDATION | |||||||
| 9411 LIGHTWOOD CV | AUSTIN | TX | 78748 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| IAN WALSH MENEHUNE MAYHEM FOUNDATION | |||||||
| PO BOX 81624 | HAIKU | HI | 96708 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HAWAIIAN KAMALI'I INC | |||||||
| PO BOX 5053 | KAHULUI | HI | 96733 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HAWAIIAN ISLANDS LAND TRUST | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | NONE | PC | GENERAL OPERATING SUPPORT | $10,150 |
| MALAMA KAHALAWAI INC | |||||||
| PO BOX 13240 | LAHAINA | HI | 96761 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAUI HUMANE SOCIETY | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITY INC | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $10,500 |
| Hale Makua Health Services | |||||||
| 472 Kaulana Street | Kahului | HI | 96732 | None | PC | General Operating Support | $10,113 |
| Paypal Charitable Giving Fund | |||||||
| 1250 I Street NW Suite 1202 | Washington | DC | 20005 | NONE | PC | General Operating Support | $500 |
| Hoping Hearts Foundation Inc | |||||||
| 3948 E State Route 73 | Waynesville | OH | 45068 | NONE | PC | General Operating Support | $5,000 |
| Chris Klug Foundation | |||||||
| PO box 64 | aspen | CO | 81612 | none | PC | general operating support | $5,000 |
| Kitechild | |||||||
| 6420 Delaplane RD | Malibu | CA | 90265 | none | PC | general operating support | $5,000 |
| You Can Play | |||||||
| po box 7460 | Denver | CO | 80207 | none | PC | General Operating Support | $5,181 |
| Create Cures Foundation | |||||||
| 4640 Admiralty Way suite 409 | Marina Del Rey | CA | 90292 | none | PC | general operating support | $35,000 |
| Maui Food Bank Inc | |||||||
| 760 Kolu Street | Wailuku | HI | 96793 | none | PC | General Operating Support | $5,133 |
| Parley For the Oceans | |||||||
| 187 Lafayette street No 5FL | NEW YORK | NY | 10013 | none | PC | General Operating support | $1,575 |
| Sustainable Coastlines Hawaii | |||||||
| 2909 WAIALAE AVENUE | HONOLULU | HI | 96826 | none | PC | General Operating Support | $1,500 |
| KE KULA O PIILANI | |||||||
| 875 LAO VALLEY ROAD | WAILUKU | HI | 96793 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BETH SHALOM | |||||||
| 8231 OLD YORK ROAD | ELKINS PARK | PA | 19027 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| PHILADELPHIA RONALD MCDONALD HOUSE INC | |||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| MUSIC ASSOCIATES OF ASPEN INC | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | |||||||
| 101 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | GENERAL OPERATING SUPPORT | $2,500 | |
| Jewish Resource Center Chabad of Aspen | |||||||
| 435 West Main Street | ASPEN | CO | 81611 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| Be A Part of the Conversation | |||||||
| 16 E LANCASTER AVENUE SUITE 101 | ARDMORE | PA | 19003 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,152 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,052 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,844 | Amt |
| Net Investment Income | $3,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,422 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE | PropertyDesc |
| Acquired | 2022-12-06 | AcquiredDt |
| Cost Or Other Basis | $12,000 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 3 | LifeRt |
| Current Year Expense | $333 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 18,048 SHS APPLE INC. | StockNm |
| EOY Book Value | $2,344,977 | EOYBookValueAmt |
| EOYFMV | $2,344,977 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $12,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $333 | AccumulatedDepreciationAmt |
| Book Value | $11,667 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,263 | EOYBookValueAmt |
| EOYFMV | $1,263 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT | Desc |
| Amt | $1,046,172 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $1,189 | $1,189 |
| COMMUNITY SUPPORT | $6,000 | $6,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEES | CategoryTxt |
| Amt | $50 | Amt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |