AMIE BOSWELL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMIE BOSWELL FOUNDATION INC (EIN 43-6535572)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-18
- IRS object ID
- 202221089349101017
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T16:51:18-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 Pennsylvania Ave Suite 1100 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436535572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amie Boswell Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMIE | BusinessNameControlTxt |
| Phone | 4175884151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S Jefferson Ave | AddressLine1Txt |
| City | Lebanon | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 655363601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMIE BOSWELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4175884151 | PhoneNum |
| Signature | 2022-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMIE | PersonFirstNm |
| Person Last | BOSWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRABER | PreparerPersonNm |
| PTIN | P01022694 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2022-04-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $316,521 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $60,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,323 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,257 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,018 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $54,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $158,503 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $116,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $116,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $116,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $116,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $206,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $215,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $316,521 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $206,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $215,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $206,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $215,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,257 | ExcessRevenueOverExpensesAmt |
| Other Increases | $447 | OtherIncreasesAmt |
| Subtotal | $215,331 | SubtotalAmt |
| Other Decreases | $220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $215,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (105 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANGEL OAK MULT STR INC I | P | 2020-07-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-06-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-05-06 | 2021-07-09 | $328 | $311 | $17 | $17 |
| ANGEL OAK MULT STR INC I | P | 2020-08-03 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-09-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-10-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-11-02 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2020-12-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-01-04 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-02-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-07-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-06-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-05-03 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-04-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| ANGEL OAK MULT STR INC I | P | 2021-03-01 | 2021-07-09 | $1 | $1 | $0 | $0 |
| APPLE INC | P | 2013-05-15 | 2021-08-06 | $147 | $16 | $131 | $131 |
| AQUA METALS INC | P | 2021-02-17 | 2021-03-23 | $378 | $648 | -$270 | -$270 |
| AQUA METALS INC | P | 2021-02-17 | 2021-03-31 | $1,152 | $2,044 | -$892 | -$892 |
| ASPEN AEROGELS INC | P | 2020-09-24 | 2020-12-15 | $233 | $141 | $92 | $92 |
| ASPEN AEROGELS INC | P | 2020-02-26 | 2020-12-15 | $93 | $50 | $43 | $43 |
| ASPEN AEROGELS INC | P | 2020-09-24 | 2020-12-15 | $1,666 | $1,099 | $567 | $567 |
| BARCLAYS PLC ADR | P | 2021-05-24 | 2021-07-15 | $219 | $237 | -$18 | -$18 |
| BEYOND MEAT INC | P | 2020-03-19 | 2021-01-06 | $363 | $161 | $202 | $202 |
| BLOOM ENERGY CORP CL A | P | 2020-07-29 | 2020-12-15 | $1,577 | $833 | $744 | $744 |
| BLOOM ENERGY CORP CL A | P | 2020-07-02 | 2020-12-15 | $1,396 | $555 | $841 | $841 |
| BLOOM ENERGY CORP CL A | P | 2020-07-02 | 2020-12-21 | $579 | $226 | $353 | $353 |
| BLOOM ENERGY CORP CL A | P | 2020-06-12 | 2020-12-21 | $448 | $150 | $298 | $298 |
| BROOKFIELD RENEWABLE | P | 2019-11-12 | 2020-12-17 | $10 | $4 | $6 | $6 |
| BROOKFIELD RENEWABLE | P | 2018-03-20 | 2020-12-17 | $9 | $3 | $6 | $6 |
| BROOKFIELD RENEWABLE | P | 2018-07-19 | 2020-12-17 | $3 | $1 | $2 | $2 |
| BROOKFIELD RENEWABLE | P | 2020-03-12 | 2020-12-17 | $2 | $1 | $1 | $1 |
| CANADIAN SOLAR INC | P | 2020-09-14 | 2021-08-23 | $793 | $711 | $82 | $82 |
| CANADIAN SOLAR INC | P | 2020-09-16 | 2021-08-23 | $661 | $618 | $43 | $43 |
| CANADIAN SOLAR INC | P | 2020-09-21 | 2021-08-23 | $363 | $318 | $45 | $45 |
| CANADIAN SOLAR INC | P | 2020-09-22 | 2021-08-23 | $1,354 | $1,218 | $136 | $136 |
| CLEANSPARK INC NEW | P | 2021-03-24 | 2021-05-24 | $464 | $663 | -$199 | -$199 |
| CLEARWAY ENERGY INC C | P | 2017-01-06 | 2020-12-15 | $826 | $429 | $397 | $397 |
| CLEARWAY ENERGY INC C | P | 2017-01-05 | 2020-12-15 | $153 | $80 | $73 | $73 |
| CLEARWAY ENERGY INC C | P | 2016-10-24 | 2020-12-15 | $92 | $47 | $45 | $45 |
| CLEARWAY ENERGY INC C | P | 2016-10-25 | 2020-12-15 | $918 | $475 | $443 | $443 |
| CREE INC | P | 2021-09-16 | 2021-09-29 | $161 | $177 | -$16 | -$16 |
| CREE INC | P | 2021-07-26 | 2021-09-29 | $1,044 | $1,193 | -$149 | -$149 |
| ENERGY RECOVERY INC | P | 2015-06-18 | 2020-12-15 | $4,163 | $827 | $3,336 | $3,336 |
| HANNON ARMSTRONG SUSTAIN | P | 2020-03-12 | 2020-12-15 | $399 | $179 | $220 | $220 |
| HANNON ARMSTRONG SUSTAIN | P | 2020-03-10 | 2020-12-15 | $399 | $230 | $169 | $169 |
| HANNON ARMSTRONG SUSTAIN | P | 2018-12-19 | 2020-12-15 | $342 | $125 | $217 | $217 |
| HANNON ARMSTRONG SUSTAIN | P | 2020-03-11 | 2020-12-15 | $855 | $463 | $392 | $392 |
| HIMS & HERS HEALTH INC | P | 2021-09-20 | 2021-11-23 | $260 | $322 | -$62 | -$62 |
| HIMS & HERS HEALTH INC | P | 2021-09-20 | 2021-11-29 | $360 | $457 | -$97 | -$97 |
| HIMS & HERS HEALTH INC | P | 2021-09-20 | 2021-11-22 | $397 | $491 | -$94 | -$94 |
| HIMS & HERS HEALTH INC | P | 2021-09-29 | 2021-11-29 | $173 | $195 | -$22 | -$22 |
| HYLIION HLDGS CORP A | P | 2020-11-03 | 2021-01-04 | $543 | $726 | -$183 | -$183 |
| HYLIION HLDGS CORP A | P | 2020-12-02 | 2021-01-04 | $698 | $827 | -$129 | -$129 |
| INFINERA CORP | P | 2021-02-26 | 2021-10-18 | $564 | $726 | -$162 | -$162 |
| INFINERA CORP | P | 2021-02-26 | 2021-08-30 | $609 | $716 | -$107 | -$107 |
| JPM COR BD I | P | 2020-06-29 | 2021-07-09 | $10 | $11 | -$1 | -$1 |
| JPM COR BD I | P | 2020-08-28 | 2021-07-09 | $10 | $10 | $0 | $0 |
| JPM COR BD I | P | 2020-09-29 | 2021-07-09 | $9 | $9 | $0 | $0 |
| JPM COR BD I | P | 2020-10-29 | 2021-07-09 | $10 | $10 | $0 | $0 |
| JPM COR BD I | P | 2020-11-27 | 2021-07-09 | $9 | $10 | -$1 | -$1 |
| JPM COR BD I | P | 2020-12-14 | 2021-07-09 | $67 | $68 | -$1 | -$1 |
| JPM COR BD I | P | 2021-01-28 | 2021-07-09 | $8 | $9 | -$1 | -$1 |
| JPM COR BD I | P | 2020-12-30 | 2021-07-09 | $10 | $10 | $0 | $0 |
| JPM COR BD I | P | 2020-07-30 | 2021-07-09 | $10 | $10 | $0 | $0 |
| JPM COR BD I | P | 2021-02-25 | 2021-07-09 | $9 | $9 | $0 | $0 |
| JPM COR BD I | P | 2021-03-30 | 2021-07-09 | $9 | $9 | $0 | $0 |
| JPM COR BD I | P | 2021-04-29 | 2021-07-09 | $11 | $11 | $0 | $0 |
| JPM COR BD I | P | 2020-12-14 | 2021-07-09 | $18 | $18 | $0 | $0 |
| JPM COR BD I | P | 2021-05-27 | 2021-07-09 | $9 | $9 | $0 | $0 |
| JPM COR BD I | P | 2021-06-29 | 2021-07-09 | $9 | $9 | $0 | $0 |
| JPM COR BD I | P | 2020-06-12 | 2021-07-09 | $3,417 | $3,482 | -$65 | -$65 |
| JPM COR BD I | P | 2020-06-01 | 2021-07-09 | $1,733 | $1,757 | -$24 | -$24 |
| LIVENT CORP | P | 2020-08-05 | 2021-01-12 | $285 | $100 | $185 | $185 |
| LIVENT CORP | P | 2020-09-21 | 2021-01-12 | $836 | $338 | $498 | $498 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-08-05 | $42 | $61 | -$19 | -$19 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-08-04 | $10 | $15 | -$5 | -$5 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-07-30 | $11 | $15 | -$4 | -$4 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-08-02 | $21 | $31 | -$10 | -$10 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-08-09 | $52 | $76 | -$24 | -$24 |
| LOOP INDUSTRIES INC | P | 2021-06-23 | 2021-08-03 | $52 | $76 | -$24 | -$24 |
| NAUTILUS INC | P | 2020-08-19 | 2021-08-10 | $648 | $682 | -$34 | -$34 |
| NAUTILUS INC | P | 2020-06-03 | 2021-08-10 | $733 | $433 | $300 | $300 |
| NAUTILUS INC | P | 2020-06-12 | 2021-08-10 | $538 | $290 | $248 | $248 |
| NEWMONT CORP | P | 2016-12-22 | 2021-02-26 | $768 | $445 | $323 | $323 |
| NEWMONT CORP | P | 2018-11-02 | 2021-02-26 | $494 | $287 | $207 | $207 |
| NEWMONT CORP | P | 2016-11-23 | 2021-02-26 | $219 | $125 | $94 | $94 |
| PAN AMERN SILVER CORP | P | 2021-02-01 | 2021-02-23 | $520 | $568 | -$48 | -$48 |
| PAN AMERN SILVER CORP | P | 2021-02-01 | 2021-03-31 | $2,190 | $2,800 | -$610 | -$610 |
| PAN AMERN SILVER CORP | P | 2021-05-19 | 2021-09-16 | $611 | $834 | -$223 | -$223 |
| PAN AMERN SILVER CORP | P | 2021-05-19 | 2021-08-16 | $646 | $834 | -$188 | -$188 |
| PFIZER INC | P | 2010-08-31 | 2020-12-15 | $1,996 | $783 | $1,213 | $1,213 |
| QUANTUMSCAPE CORP A | P | 2020-12-02 | 2020-12-15 | $1,367 | $760 | $607 | $607 |
| QUANTUMSCAPE CORP A | P | 2020-10-05 | 2020-12-15 | $654 | $168 | $486 | $486 |
| QUANTUMSCAPE CORP A | P | 2020-10-05 | 2020-12-28 | $581 | $76 | $505 | $505 |
| TESLA INC | P | 2015-08-04 | 2020-12-15 | $3,153 | $266 | $2,887 | $2,887 |
| TPI COMPOSITES INC | P | 2020-09-22 | 2021-01-05 | $5,209 | $2,333 | $2,876 | $2,876 |
| TPI COMPOSITES INC | P | 2021-03-31 | 2021-05-19 | $1,719 | $2,144 | -$425 | -$425 |
| VANECK JR GOLD MINER ETF | P | 2020-04-08 | 2021-09-20 | $318 | $261 | $57 | $57 |
| VANECK JR GOLD MINER ETF | P | 2020-03-27 | 2021-09-20 | $1,111 | $870 | $241 | $241 |
| VIATRIS INC | P | 2010-08-31 | 2021-01-06 | $444 | $160 | $284 | $284 |
| WHEATON PRECIOUS METALS | P | 2018-11-15 | 2020-12-14 | $453 | $169 | $284 | $284 |
| WHEATON PRECIOUS METALS | P | 2018-11-15 | 2021-11-05 | $1,721 | $662 | $1,059 | $1,059 |
| MNSTY MKY H?Y | P | 2020-02-03 | 2021-02-02 | $68 | $65 | $3 | $3 |
| MNSTY MKY H?Y | P | 2015-08-15 | 2021-01-06 | $1,824 | $1,643 | $181 | $181 |
| Pimco | P | 2020-03-24 | 2021-02-09 | $473 | $365 | $108 | $108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $137 | 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 | $137 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $107 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Amie Boswell Dewane | IndividualWithBooksNm |
| Phone | 4175884151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S Jefferson | AddressLine1Txt |
| City | Lebanon | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Amie Boswell Dewane | ||||||||
| 28 Mann Drive | Kentfield | CA | 94904 | President | 0.00 | $0 | $0 | $0 |
| John Boswell | ||||||||
| 3281 Monet Drive | Palm Beach Gardens | FL | 33408 | Director | 0.00 | $0 | $0 | $0 |
| Terry Dewane | ||||||||
| 2056 Vineyard Road | Novato | CA | 94947 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $134,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $291,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $291,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $286,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $14,094 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,094 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $251,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,206 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $306,249 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $38,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $267,256 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,657 | ExcessFromYear4Amt |
| Excess From Year3 | $4,521 | ExcessFromYear3Amt |
| Excess From Year2 | $95,790 | ExcessFromYear2Amt |
| Excess From Year1 | $73,082 | ExcessFromYear1Amt |
| Excess From Current Year | $55,206 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMIE BOSWELL DEWANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4175884151 | RecipientPhoneNum |
| Form And Info And Materials | In writing; include background of organization, 501(c)(3) exemption letter, purpose for which money is to be used. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference is given to charitable and educational organizations. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Adopt a Family | ||||||||
| 523 W Saint Louis St | Pacific | MO | 63069 | N/A | PC | Unrestricted | $500 | |
| Marin Academy | ||||||||
| 1600 Mission Avenue | San Rafael | CA | 94901 | n/A | PC | Unrestricted | $56,900 | |
| Westiminister Presbyterian | ||||||||
| 140 Triburon Blvd | Belvedere Tiburon | CA | 94920 | n/A | PC | Unrestricted | $2,500 | |
| Mark Day School | ||||||||
| 39 Trellis Dr | San Rafael | CA | 94903 | n/A | PC | Unrestricted | $400 | |
| Planned Parenthood | ||||||||
| 123 William Street Suite 10 FL | New York | NY | 10038 | n/A | PC | Program Support | $5,000 | |
| San Francisco Opera Association | ||||||||
| 301 Van Ness Avenue | San Francisco | CA | 94102 | n/A | PC | Unrestricted | $500 | |
| University of Missouri | ||||||||
| 123 D W Reynolds Alumni Visitor | Columbia | MO | 65211 | n/A | PC | Unrestricted | $2,500 | Center |
| Saint Johns Esicopal | ||||||||
| 14 Lagunitas Road | Ross | CA | 94957 | n/A | pc | Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,912 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Independent Stave Company | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S Jefferson | AddressLine1Txt |
| City | Lebanon | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Inc CL A | $684 | $5,676 |
| Alphabet Inc CL C | $680 | $5,698 |
| AMAZON.COM INC | $734 | $3,507 |
| AMERESCO INC CL A | $996 | $6,143 |
| Amyris | $1,155 | $1,008 |
| APPLE INC | $483 | $5,124 |
| aqua metals | $180 | $39 |
| Aspen Aerogels Inc | $2,364 | $18,063 |
| Atlantica Sustainable Infrastructure PLC | $3,074 | $3,990 |
| Automera Inc | $3,154 | $4,264 |
| Bloom Energy Corp Cl A | $2,457 | $9,701 |
| Brookfield Renewable Corp CL A Sub Voting | $1,372 | $2,814 |
| BYD Company LTD SHS H | $1,052 | $3,560 |
| Cassava Sciences | $1,494 | $1,551 |
| Chart Industries | $2,892 | $3,316 |
| Clean Energy | $1,634 | $1,326 |
| Cleanspark | $2,969 | $4,338 |
| CLEARWAY ENERGY INC CL C | $876 | $3,620 |
| Enovix | $190 | $350 |
| Enphase | $732 | $1,250 |
| Equinor | $1,200 | $1,880 |
| GEVO | $718 | $569 |
| GUARANT HEALTH INC | $904 | $2,628 |
| Hannon Armstrong Sustainable Infra Capital Inc | $711 | $2,218 |
| Ideal Power Inc | $1,324 | $1,214 |
| Kinder Morgan Inc | $614 | $680 |
| Livent Corp | $1,163 | $4,937 |
| Loop Industries | $290 | $259 |
| MP Materials | $1,673 | $1,933 |
| NEXTERA ENERGY PARTNERS LP | $1,947 | $6,039 |
| Nuvve Holding | $1,093 | $1,074 |
| Pan American Silver Corp | $1,184 | $2,222 |
| PFIZER INC | $2,154 | $7,683 |
| Pixelworks Inc | $2,597 | $3,893 |
| Quantumscape Corp CL A | $694 | $1,413 |
| Resideo Technologies Inc | $1,169 | $4,514 |
| Tellurian Inc | $500 | $434 |
| TESLA MOTORS INC | $1,065 | $22,895 |
| VERIZON COMMUNICATIONS INC | $2,405 | $2,564 |
| Wells Fargo & Company Perpetual PFD Convertible CL A 7.5% | $2,455 | $2,932 |
| Westport Fuels Systems | $1,683 | $806 |
| Goldman Sachs | $378 | $378 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustment | Desc |
| Amt | $220 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $447 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY/MANAGEMENT FEES | CategoryTxt |
| Amt | $1,323 | Amt |
| Net Investment Income | $1,323 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN | CategoryTxt |
| Amt | $32 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |