TATE FAMILY CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TATE FAMILY CHARITABLE TRUST (EIN 82-6070002)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202221339349103687
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:47:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W Main St Ste 800 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826070002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate Family Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | Attn Trent Tate | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TATE | BusinessNameControlTxt |
| Phone | 2083447092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8052 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trenton Tate | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 2083447092 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Trenton | PersonFirstNm |
| Person Last | Tate | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis W Burgess CPA | PreparerPersonNm |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 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 | $1,271,719 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,801 | 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 |
| Accounting Fees Rev And Expnss | $4,178 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,018 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,480 | CashBOYAmt |
| Cash EOY | $78,883 | CashEOYAmt |
| Cash EOYFMV | $78,883 | CashEOYFMVAmt |
| Corporate Stock BOY | $730,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $788,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,192,836 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $801,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $867,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,271,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $755,777 | CapitalStockBOYAmt |
| Capital Stock EOY | $755,777 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $45,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $111,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $801,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $867,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $801,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $867,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $801,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $867,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $867,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Edward Jones #7215 Long Term | P | 2020-12-31 | 2021-12-31 | $164,085 | $107,203 | $56,882 | $56,882 |
| Capital Gains Dividends | P | $39,011 | $39,011 | $39,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,039 | 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 | $1,039 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $599 | 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 | ID | 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 | n/a | WebsiteAddressTxt |
| Individual With Books | Trenton Tate | IndividualWithBooksNm |
| Phone | 2083369958 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8052 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Paula Bramble | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 0.25 | $0 | $0 | $0 |
| Eric Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Trustee | 0.25 | $0 | $0 | $0 |
| Clinton Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Sydney P Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | Chairman | 0.25 | $0 | $0 | $0 |
| Trenton Tate | ||||||||
| PO Box 8052 | Boise | ID | 83707 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,149,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,228,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,228,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,210,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,637 | TotalTaxAmt |
| Distributable Before Adj | $58,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,888 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,083 | 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 | $39,805 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF IDAHO | |||||||
| 404 S 8TH SUITE 232 | BOISE | ID | 83702 | NONE | PC | MEDICAL PROGRAM SUPPORT | $2,000 |
| BOISE BAROQUE CHAMBER ORCHESTRA | |||||||
| 1020 W MAIN ST SUITE 311 | BOISE | ID | 83702 | NONE | PC | ARTS SUPPORT | $500 |
| BOISE SCHOOLS FOUNDATION | |||||||
| 8169 W VICTORY RD | BOISE | ID | 83709 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF ADA COUNTY | |||||||
| 610 E 42ND STREET | BOISE | ID | 83706 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CATCH INC | |||||||
| 503 S AMERICANA BLVD | BOISE | ID | 83702 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| CREATE COMMON GOOD | |||||||
| 2513 S FEDERAL WAY 104 | BOISE | ID | 83705 | NONE | PC | TRAINING & EDUCATION | $1,000 |
| HOPE HOUSE INC | |||||||
| 7696 OLD BRUNEAU HWY | MARSING | ID | 836390550 | NONE | PC | HOMELESS SERVICE | $2,000 |
| IDAHO FOODBANK WAREHOUSE | |||||||
| PO BOX 2055 | BOISE | ID | 83701 | NONE | PC | WELFARE | $8,000 |
| INTERFAITH SANCTUARY HOUSING SERVICES | |||||||
| PO BOX 9334 | BOISE | ID | 83707 | NONE | PC | HOMELESS SERVICE | $2,000 |
| Intermountain Bird Observatory | |||||||
| 1910 UNIVERSITY DIRVE | Boise | ID | 837251515 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| LIFES KITCHEN | |||||||
| PO BOX 6286 | BOISE | ID | 83707 | NONE | PC | TRAINING AND EDUCATION | $2,000 |
| MCCALL WINTER SPORTS CLUB | |||||||
| PO BOX 38 | MCCALL | ID | 83638 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| NATURE CONSERVANCY OF IDAHO | |||||||
| PO BOX 165 | SUN VALLEY | ID | 83353 | NONE | PC | ENVIRONMENTAL ISSUES | $2,000 |
| TERRY REILLY HEALTH SERVICES | |||||||
| PO BOX 0009 | NAMPA | ID | 83653 | NONE | PC | MEDICAL SERVICES FOR DISADVANTAGED | $8,000 |
| TIP of the Treasure Valley | |||||||
| 9105 Rockstone Ct | Kuna | ID | 83634 | none | PC | PROGRAM SUPPORT | $1,500 |
| WALLOWA VALLEY MUSIC ALLIANCE | |||||||
| PO BOX 148 | ENTERPRISE | OR | 97828 | NONE | PC | ARTS AND EDUCATION SUPPORT | $2,500 |
| WAWENOCK CAMP SCHOLARSHIP FUND | |||||||
| 33 WAWENOCK RD | RAYMON | ME | 04071 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 |
| WOMEN AND CHILDRENS ALLIANCE | |||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | NONE | PC | HUMANITIES AND WELFARE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,801 | 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 Fees | CategoryTxt |
| Amt | $4,178 | Amt |
| Net Investment Income | $4,018 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $3,248 | $18,578 |
| ABBVIE INCORPORATED | $5,099 | $25,861 |
| CHEVRON CORP | $41,397 | $58,068 |
| COCA-COLA CO | $777 | $1,362 |
| EXXON MOBIL CORP | $27,230 | $42,833 |
| GENERAL DYNAMICS CORP | $1,990 | $6,254 |
| GENERAL MILLS INC | $15,244 | $30,321 |
| IBM | $7,234 | $8,020 |
| JOHNSON & JOHNSON | $5,263 | $13,857 |
| KONTOOR BRANDS INC | $915 | $2,050 |
| KYNDRYL HIDGS INC | $317 | $217 |
| MDU RESOURCES GROUP INC | $8,033 | $12,336 |
| OTIS WORLDWIDE | $2,798 | $8,707 |
| PFIZER INC | $24,970 | $36,670 |
| PROCTOR & GAMBLE CO | $22,003 | $62,978 |
| RAYTHEON TECHNOLOGIES CORP | $6,226 | $17,212 |
| TARGET CORP | $13,594 | $60,869 |
| VERIZON COMMUNICATIONS | $5,196 | $5,612 |
| VODAFONE GROUP PLC NEW SPONSORED ADR | $12,169 | $3,355 |
| WABTEC CORP | $156 | $184 |
| CAPITAL INCOME BUILDER | $74,149 | $94,251 |
| CAPITAL WORLD GROWTH & INCOME | $92,219 | $151,632 |
| FUNDAMENTAL INVESTORS CI A | $32,842 | $58,207 |
| FRANKLIN MUTUAL GLOBAL | $80,772 | $82,564 |
| FRANKLIN MUTUAL SHARES FUND | $43,729 | $41,577 |
| GOLDMAN SACHS BOND CI A | $90,327 | $89,987 |
| GROWTH FUND OF AMERICA | $58,369 | $113,429 |
| INCOME FUND OF AMERICA | $90,529 | $105,331 |
| SMALLCAP WORLD FUND | $21,338 | $40,514 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |