SIMPLOT COMPANY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIMPLOT COMPANY FOUNDATION INC (EIN 82-0522113)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-11-29
- IRS object ID
- 202243339349100314
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-29T16:01:14-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820522113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R SIMPLOT COMPANY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JRSI | BusinessNameControlTxt |
| Phone | 2083362110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 27 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R SIMPLOT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2083362110 | PhoneNum |
| Signature | 2022-11-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SIMPLOT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2022-11-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $71,703,701 | 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 | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,462,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,462,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,223,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,574,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,223,543 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $667 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $5,686,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,686,010 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $667 | TotalAdjNetIncmAmt |
| 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 | $16,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,417 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $396,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $396,507 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $502,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $396,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,977,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,717,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,479,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $396,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,734,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $206,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,289,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $667 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $483,973 | CashBOYAmt |
| Cash EOY | $747,612 | CashEOYAmt |
| Cash EOYFMV | $747,612 | CashEOYFMVAmt |
| Acct Rcvbl | $99,166 | AcctRcvblAmt |
| Acct Rcvbl BOY | $56,133 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $99,166 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $99,166 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $73,417,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,856,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,856,923 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $73,957,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,703,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,703,701 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,278 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,645 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,180,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,735,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $130,378 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $158,571 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,312,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,895,216 | 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 | $72,645,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,808,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,645,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,808,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,957,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,703,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,645,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $206,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $705,667 | OtherIncreasesAmt |
| Subtotal | $73,557,139 | SubtotalAmt |
| Other Decreases | $4,748,654 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,808,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (198 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBVIE INC (1698 SHRS) | 2016-11-01 | 2021-04-01 | $184,238 | $95,788 | $88,450 | $88,450 |
| ABBVIE INC (1387 SHRS) | 2017-04-20 | 2021-04-01 | $150,494 | $88,691 | $61,803 | $61,803 |
| ABBVIE INC (838 SHRS) | 2017-08-14 | 2021-04-01 | $90,926 | $59,286 | $31,640 | $31,640 |
| ABBVIE INC (550 SHRS) | 2018-03-22 | 2021-04-01 | $59,677 | $53,836 | $5,841 | $5,841 |
| ABBVIE INC (1031 SHRS) | 2018-03-29 | 2021-04-01 | $111,867 | $97,807 | $14,060 | $14,060 |
| ABBVIE INC (600 SHRS) | 2019-04-25 | 2021-04-01 | $65,102 | $46,673 | $18,429 | $18,429 |
| ABBVIE INC (461 SHRS) | 2020-03-30 | 2021-04-01 | $50,020 | $34,330 | $15,690 | $15,690 |
| ACCENTURE PLC (1892 SHRS) | 2020-03-30 | 2021-04-01 | $524,035 | $318,908 | $205,127 | $205,127 |
| ALLSTATE CORP (121 SHRS) | 2019-04-25 | 2021-04-20 | $14,888 | $11,684 | $3,204 | $3,204 |
| AUTOMATIC DATA PROCESSING INC (70 SHRS) | 2020-03-30 | 2021-04-20 | $13,472 | $9,595 | $3,877 | $3,877 |
| BAKER HUGHES A GE CO (5704 SHRS) | 2019-04-25 | 2021-04-01 | $121,347 | $147,148 | -$25,801 | -$25,801 |
| BAKER HUGHES A GE CO (2363 SHRS) | 2020-03-30 | 2021-04-01 | $50,270 | $26,418 | $23,852 | $23,852 |
| BANK OF AMERICA CORP (21150 SHRS) | 2019-04-25 | 2021-04-01 | $833,763 | $640,120 | $193,643 | $193,643 |
| BANK OF AMERICA CORP (5601 SHRS) | 2020-03-30 | 2021-04-01 | $220,799 | $123,884 | $96,915 | $96,915 |
| BANK OF AMERICA CORP (712 SHRS) | 2020-10-28 | 2021-04-01 | $28,068 | $16,776 | $11,292 | $11,292 |
| BARRICK GOLD CORP COM (512 SHRS) | 2021-04-01 | 2021-04-20 | $11,439 | $10,328 | $1,111 | $1,111 |
| BHP GROUP PLC (435 SHRS) | 2021-04-01 | 2021-04-20 | $26,437 | $25,171 | $1,266 | $1,266 |
| BRISTOL MYERS SQUIBB CO (516 SHRS) | 2018-04-23 | 2021-04-20 | $34,161 | $26,327 | $7,834 | $7,834 |
| BROADRIDGE FINANCIAL SOLUTIONS (65 SHRS) | 2021-04-01 | 2021-08-23 | $11,256 | $10,047 | $1,209 | $1,209 |
| C H ROBINSON WORLDWIDE INC (90 SHRS) | 2017-04-20 | 2021-08-23 | $8,088 | $6,858 | $1,230 | $1,230 |
| CAMPBELL COUP CO (159 SHRS) | 2021-04-01 | 2021-04-20 | $7,943 | $7,951 | -$8 | -$8 |
| CANADIAN NAT RES LTD (3703 SHRS) | 2019-04-25 | 2021-04-01 | $112,532 | $112,901 | -$369 | -$369 |
| CANADIAN NAT RES LTD (4185 SHRS) | 2020-03-30 | 2021-04-01 | $127,180 | $44,546 | $82,634 | $82,634 |
| CANADIAN NATL RR CO COM (2699 SHRS) | 2020-03-30 | 2021-04-01 | $315,957 | $202,543 | $113,414 | $113,414 |
| CHUBB LIMITED (355 SHRS) | 2019-04-25 | 2021-08-23 | $66,028 | $50,308 | $15,720 | $15,720 |
| CINCINNATI FINANCIAL CORP (101 SHRS) | 2021-04-01 | 2021-08-23 | $12,490 | $10,554 | $1,936 | $1,936 |
| CISCO SYSTEMS INC (1720 SHRS) | 2016-11-01 | 2021-08-23 | $100,696 | $52,348 | $48,348 | $48,348 |
| CITIGROUP INC (550 SHRS) | 2019-04-25 | 2021-08-23 | $39,056 | $38,015 | $1,041 | $1,041 |
| COCA-COLA FEMSA SAB DE CV (919 SHRS) | 2017-04-20 | 2021-04-01 | $42,545 | $67,257 | -$24,712 | -$24,712 |
| COCA-COLA FEMSA SAB DE CV (172 SHRS) | 2017-08-14 | 2021-04-01 | $7,963 | $14,372 | -$6,409 | -$6,409 |
| COCA-COLA FEMSA SAB DE CV (295 SHRS) | 2018-03-29 | 2021-04-01 | $13,657 | $19,792 | -$6,135 | -$6,135 |
| COCA-COLA FEMSA SAB DE CV (136 SHRS) | 2018-04-23 | 2021-04-01 | $6,296 | $9,034 | -$2,738 | -$2,738 |
| COCA-COLA FEMSA SAB DE CV (289 SHRS) | 2019-04-25 | 2021-04-01 | $13,379 | $18,265 | -$4,886 | -$4,886 |
| COCA-COLA FEMSA SAB DE CV (116 SHRS) | 2020-03-30 | 2021-04-01 | $5,362 | $4,511 | $851 | $851 |
| COCA-COLA FEMSA SAB DE CV (39 SHRS) | 2020-03-30 | 2021-04-01 | $1,806 | $1,517 | $289 | $289 |
| COMCAST CORP CLASS A (1170 SHRS) | 2020-03-30 | 2021-08-23 | $69,926 | $41,106 | $28,820 | $28,820 |
| CONAGRA BRANDS INC (209 SHRS) | 2021-04-01 | 2021-04-20 | $7,969 | $7,822 | $147 | $147 |
| CONOCOPHILLIPS (4441 SHRS) | 2020-03-30 | 2021-04-01 | $234,763 | $129,064 | $105,699 | $105,699 |
| CONSTELLATION BRANDS INC (920 SHRS) | 2020-03-30 | 2021-04-01 | $209,820 | $134,660 | $75,160 | $75,160 |
| DIAGEO PLC-ADR (2140 SHRS) | 2020-03-30 | 2021-04-01 | $355,257 | $274,146 | $81,111 | $81,111 |
| EATON CORP PLC (297 SHRS) | 2016-11-01 | 2021-08-23 | $50,225 | $18,037 | $32,188 | $32,188 |
| ECOPETROL SA (528 SHRS) | 2019-04-25 | 2021-04-01 | $6,618 | $9,989 | -$3,371 | -$3,371 |
| ECOPETROL SA (9876 SHRS) | 2019-04-26 | 2021-04-01 | $123,778 | $185,731 | -$61,953 | -$61,953 |
| ECOPETROL SA (2850 SHRS) | 2020-03-30 | 2021-04-01 | $35,720 | $25,816 | $9,904 | $9,904 |
| ELI LILLY & CO COM (2821 SHRS) | 2020-03-30 | 2021-04-01 | $523,049 | $391,861 | $131,188 | $131,188 |
| EMERSON ELECTRIC CO (296 SHRS) | 2016-11-01 | 2021-08-23 | $30,456 | $15,096 | $15,360 | $15,360 |
| EOG RESOURCES INC (2724 SHRS) | 2020-03-30 | 2021-04-01 | $200,109 | $94,196 | $105,913 | $105,913 |
| FASTENAL CO (2781 SHRS) | 2017-04-20 | 2021-04-01 | $141,331 | $63,324 | $78,007 | $78,007 |
| FASTENAL CO (166 SHRS) | 2017-08-14 | 2021-04-01 | $8,436 | $3,584 | $4,852 | $4,852 |
| FASTENAL CO (1248 SHRS) | 2018-03-29 | 2021-04-01 | $63,423 | $33,910 | $29,513 | $29,513 |
| FASTENAL CO (530 SHRS) | 2020-03-30 | 2021-04-01 | $26,935 | $16,922 | $10,013 | $10,013 |
| FIFTH THIRD BANCORP (432 SHRS) | 2016-11-01 | 2021-08-23 | $16,430 | $9,395 | $7,035 | $7,035 |
| GARMIN LTD (125 SHRS) | 2021-04-01 | 2021-08-23 | $21,458 | $16,482 | $4,976 | $4,976 |
| GENERAL MILLS INC (167 SHRS) | 2016-11-01 | 2021-04-20 | $10,382 | $10,291 | $91 | $91 |
| GILEAD SCIENCES INC (778 SHRS) | 2017-04-20 | 2021-08-23 | $56,456 | $51,802 | $4,654 | $4,654 |
| GRIFOLS SA (1001 SHRS) | 2021-04-01 | 2022-03-04 | $12,692 | $17,161 | -$4,469 | -$4,469 |
| HARTFORD FINANCIAL SERVICES GROUP INC COM (187 SHRS) | 2021-04-01 | 2021-08-23 | $12,489 | $12,521 | -$32 | -$32 |
| HOME DEPOT INC (450 SHRS) | 2016-11-01 | 2022-03-04 | $147,090 | $53,875 | $93,215 | $93,215 |
| HORMEL FOODS CORP COM (2787 SHRS) | 2020-03-30 | 2021-04-01 | $132,337 | $129,798 | $2,539 | $2,539 |
| HUNTINGTON BANCSHARES INC (663 SHRS) | 2021-04-01 | 2021-08-23 | $9,955 | $10,596 | -$641 | -$641 |
| ILLINOIS TOOL WORKS INC (157 SHRS) | 2018-04-23 | 2021-08-23 | $36,295 | $24,745 | $11,550 | $11,550 |
| INTERNATIONAL FLAVORS & FRAGRANCES (48 SHRS) | 2021-04-01 | 2021-04-20 | $6,785 | $6,676 | $109 | $109 |
| JM SMUCKER CO (81 SHRS) | 2016-11-01 | 2021-04-20 | $10,723 | $10,591 | $132 | $132 |
| JOHNSON & JOHNSON (162 SHRS) | 2015-08-24 | 2021-08-23 | $28,849 | $15,153 | $13,696 | $13,696 |
| JOHNSON & JOHNSON (418 SHRS) | 2015-08-24 | 2021-08-23 | $74,437 | $48,136 | $26,301 | $26,301 |
| JOHNSON CONTROLS INTERNATIONAL PLC (460 SHRS) | 2018-04-23 | 2021-08-23 | $34,146 | $15,813 | $18,333 | $18,333 |
| JPMORGAN CHASE & CO (946 SHRS) | 2016-11-01 | 2021-04-01 | $144,334 | $65,150 | $79,184 | $79,184 |
| JPMORGAN CHASE & CO (572 SHRS) | 2016-11-01 | 2021-08-23 | $89,675 | $39,393 | $50,282 | $50,282 |
| KLA-TENCOR CORP COM (658 SHRS) | 2017-04-20 | 2021-04-01 | $224,104 | $64,979 | $159,125 | $159,125 |
| KLA-TENCOR CORP COM (165 SHRS) | 2017-08-14 | 2021-04-01 | $56,196 | $15,061 | $41,135 | $41,135 |
| KLA-TENCOR CORP COM (227 SHRS) | 2018-03-29 | 2021-04-01 | $77,313 | $24,611 | $52,702 | $52,702 |
| KROGER CO (252 SHRS) | 2020-03-30 | 2021-04-20 | $9,500 | $7,390 | $2,110 | $2,110 |
| KROGER CO (972 SHRS) | 2020-03-30 | 2021-08-23 | $45,527 | $28,503 | $17,024 | $17,024 |
| KYNDRYL HOLDINGS INC (459 SHRS) | 2016-11-01 | 2022-03-04 | $5,964 | $14,706 | -$8,742 | -$8,742 |
| KYNDRYL HOLDINGS INC (96 SHRS) | 2017-04-20 | 2022-03-04 | $1,247 | $3,263 | -$2,016 | -$2,016 |
| KYNDRYL HOLDINGS INC (51 SHRS) | 2017-08-14 | 2022-03-04 | $663 | $1,537 | -$874 | -$874 |
| KYNDRYL HOLDINGS INC (141 SHRS) | 2018-03-29 | 2022-03-04 | $1,832 | $4,528 | -$2,696 | -$2,696 |
| KYNDRYL HOLDINGS INC (25 SHRS) | 2019-04-25 | 2022-03-04 | $325 | $716 | -$391 | -$391 |
| KYNDRYL HOLDINGS INC (114 SHRS) | 2021-04-01 | 2022-03-04 | $1,481 | $3,186 | -$1,705 | -$1,705 |
| L3HARRIS TECHNOLOGIES INC (77 SHRS) | 2021-04-01 | 2021-08-23 | $17,964 | $15,749 | $2,215 | $2,215 |
| LOCKHEED MARTIN CORP (178 SHRS) | 2016-11-01 | 2022-03-04 | $79,879 | $43,593 | $36,286 | $36,286 |
| LYONDELLBASELL INDUSTRIES NV (974 SHRS) | 2016-11-01 | 2021-04-01 | $102,323 | $76,049 | $26,274 | $26,274 |
| LYONDELLBASELL INDUSTRIES NV (207 SHRS) | 2017-04-20 | 2021-04-01 | $21,746 | $17,766 | $3,980 | $3,980 |
| LYONDELLBASELL INDUSTRIES NV (54 SHRS) | 2017-08-14 | 2021-04-01 | $5,673 | $4,746 | $927 | $927 |
| LYONDELLBASELL INDUSTRIES NV (616 SHRS) | 2018-03-29 | 2021-04-01 | $64,713 | $64,608 | $105 | $105 |
| LYONDELLBASELL INDUSTRIES NV (191 SHRS) | 2019-04-25 | 2021-04-01 | $20,065 | $17,067 | $2,998 | $2,998 |
| LYONDELLBASELL INDUSTRIES NV (136 SHRS) | 2020-03-30 | 2021-04-01 | $14,287 | $6,776 | $7,511 | $7,511 |
| MARATHON PETROLEUM CORP (1010 SHRS) | 2016-11-01 | 2021-04-01 | $55,188 | $42,876 | $12,312 | $12,312 |
| MARATHON PETROLEUM CORP (744 SHRS) | 2017-04-20 | 2021-04-01 | $40,653 | $36,339 | $4,314 | $4,314 |
| MARATHON PETROLEUM CORP (316 SHRS) | 2017-08-14 | 2021-04-01 | $17,267 | $16,517 | $750 | $750 |
| MARATHON PETROLEUM CORP (613 SHRS) | 2018-03-29 | 2021-04-01 | $33,495 | $44,537 | -$11,042 | -$11,042 |
| MARATHON PETROLEUM CORP (1966 SHRS) | 2019-04-25 | 2021-04-01 | $107,425 | $118,913 | -$11,488 | -$11,488 |
| MARATHON PETROLEUM CORP (298 SHRS) | 2020-03-30 | 2021-04-01 | $16,283 | $7,114 | $9,169 | $9,169 |
| MEDTRONIC PLC (3408 SHRS) | 2017-04-20 | 2021-04-01 | $402,255 | $276,425 | $125,830 | $125,830 |
| MEDTRONIC PLC (397 SHRS) | 2017-08-14 | 2021-04-01 | $46,859 | $33,521 | $13,338 | $13,338 |
| MEDTRONIC PLC (1060 SHRS) | 2018-03-29 | 2021-04-01 | $125,114 | $85,288 | $39,826 | $39,826 |
| MEDTRONIC PLC (319 SHRS) | 2018-04-23 | 2021-04-01 | $37,652 | $25,570 | $12,082 | $12,082 |
| MEDTRONIC PLC (598 SHRS) | 2019-04-25 | 2021-04-01 | $70,583 | $51,796 | $18,787 | $18,787 |
| MEDTRONIC PLC (80 SHRS) | 2020-10-28 | 2021-04-01 | $9,443 | $8,231 | $1,212 | $1,212 |
| MONDELEZ INTERNATIONAL INC (502 SHRS) | 2018-04-23 | 2021-08-23 | $31,735 | $20,229 | $11,506 | $11,506 |
| MOTOROLA SOLUTIONS INC (108 SHRS) | 2021-04-01 | 2021-08-23 | $25,814 | $20,379 | $5,435 | $5,435 |
| NEWMONT CORPORATION (334 SHRS) | 2021-04-01 | 2021-04-20 | $21,988 | $20,391 | $1,597 | $1,597 |
| NORFOLK SOUTHERN CORP (1172 SHRS) | 2020-03-30 | 2021-04-01 | $316,193 | $173,003 | $143,190 | $143,190 |
| NORTHROP GRUMMAN CORP (109 SHRS) | 2021-04-01 | 2022-03-04 | $49,294 | $35,380 | $13,914 | $13,914 |
| NOVARTIS AG-ADR (604 SHRS) | 2021-04-01 | 2021-08-23 | $56,717 | $52,225 | $4,492 | $4,492 |
| NUCOR CORP (421 SHRS) | 2016-11-01 | 2021-08-23 | $50,622 | $20,172 | $30,450 | $30,450 |
| OMNICOM GROUP (74 SHRS) | 2021-04-01 | 2021-04-20 | $5,812 | $5,560 | $252 | $252 |
| ORACLE CORPORATION (560 SHRS) | 2020-03-30 | 2021-04-20 | $44,350 | $28,525 | $15,825 | $15,825 |
| ORGANON & CO (0.5 SHRS) | 2016-11-01 | 2021-06-28 | $15 | $14 | $1 | $1 |
| ORGANON & CO (632 SHRS) | 2016-11-01 | 2021-08-23 | $20,999 | $17,759 | $3,240 | $3,240 |
| ORGANON & CO (36 SHRS) | 2017-08-14 | 2021-08-23 | $1,196 | $1,085 | $111 | $111 |
| ORGANON & CO (220 SHRS) | 2018-03-29 | 2021-08-23 | $7,310 | $5,755 | $1,555 | $1,555 |
| ORGANON & CO (63 SHRS) | 2019-04-25 | 2021-08-23 | $2,093 | $2,297 | -$204 | -$204 |
| ORGANON & CO (25 SHRS) | 2020-10-28 | 2021-08-23 | $831 | $926 | -$95 | -$95 |
| ORGANON & CO (43 SHRS) | 2021-04-01 | 2021-08-23 | $1,429 | $1,592 | -$163 | -$163 |
| PARKER HANNIFIN CORP (748 SHRS) | 2020-03-31 | 2021-04-01 | $235,433 | $97,451 | $137,982 | $137,982 |
| PFIZER INC (11805 SHRS) | 2016-11-01 | 2021-04-01 | $428,315 | $364,945 | $63,370 | $63,370 |
| PFIZER INC (862 SHRS) | 2017-08-14 | 2021-04-01 | $31,276 | $28,709 | $2,567 | $2,567 |
| PFIZER INC (4989 SHRS) | 2018-03-29 | 2021-04-01 | $181,013 | $175,640 | $5,373 | $5,373 |
| PFIZER INC (2464 SHRS) | 2019-04-25 | 2021-04-01 | $89,400 | $97,759 | -$8,359 | -$8,359 |
| PFIZER INC (45 SHRS) | 2020-04-09 | 2021-04-01 | $1,633 | $1,597 | $36 | $36 |
| PFIZER INC (470 SHRS) | 2020-10-28 | 2021-04-01 | $17,053 | $16,851 | $202 | $202 |
| PNC FINANCIAL SERVICES CORP (1726 SHRS) | 2020-03-30 | 2021-04-01 | $303,702 | $172,019 | $131,683 | $131,683 |
| POSCO-ADR (161 SHRS) | 2021-04-01 | 2021-04-20 | $12,525 | $11,546 | $979 | $979 |
| PPG INDUSTRIES INC (1158 SHRS) | 2020-03-31 | 2021-04-01 | $173,962 | $98,272 | $75,690 | $75,690 |
| PROCTER & GAMBLE CO (470 SHRS) | 2021-04-01 | 2021-08-23 | $67,983 | $63,487 | $4,496 | $4,496 |
| PT TELEKOMUNIKASI INDONESIA TB-ADR (707 SHRS) | 2021-04-01 | 2021-08-23 | $16,673 | $16,760 | -$87 | -$87 |
| QUEST DIAGNOSTICS INC (95 SHRS) | 2021-04-01 | 2021-08-23 | $14,322 | $12,307 | $2,015 | $2,015 |
| RAYTHEON COMPANY (2049 SHRS) | 2016-11-01 | 2021-04-01 | $158,309 | $119,298 | $39,011 | $39,011 |
| RAYTHEON COMPANY (358 SHRS) | 2017-04-20 | 2021-04-01 | $27,660 | $23,344 | $4,316 | $4,316 |
| RAYTHEON COMPANY (253 SHRS) | 2017-08-14 | 2021-04-01 | $19,547 | $16,935 | $2,612 | $2,612 |
| RAYTHEON COMPANY (605 SHRS) | 2018-03-29 | 2021-04-01 | $46,743 | $43,415 | $3,328 | $3,328 |
| RAYTHEON COMPANY (45 SHRS) | 2019-04-25 | 2021-04-01 | $3,477 | $3,594 | -$117 | -$117 |
| RAYTHEON COMPANY (3021 SHRS) | 2020-03-30 | 2021-04-01 | $233,407 | $178,157 | $55,250 | $55,250 |
| REGIONS FINL CORP NEW (449 SHRS) | 2021-04-01 | 2021-08-23 | $9,140 | $9,455 | -$315 | -$315 |
| REPUBLIC SERVICES INC CL A COMM (153 SHRS) | 2021-04-01 | 2021-08-23 | $18,659 | $15,246 | $3,413 | $3,413 |
| RIO TINTO PLC-ADR (447 SHRS) | 2021-04-01 | 2021-04-20 | $37,885 | $34,752 | $3,133 | $3,133 |
| ROCKWELL AUTOMATION INC (686 SHRS) | 2019-04-25 | 2021-04-01 | $180,224 | $122,004 | $58,220 | $58,220 |
| ROCKWELL AUTOMATION INC (91 SHRS) | 2020-03-30 | 2021-04-01 | $23,907 | $13,735 | $10,172 | $10,172 |
| ROGERS COMMUNICATIONS INC CL B (2769 SHRS) | 2019-04-25 | 2021-04-01 | $128,466 | $136,503 | -$8,037 | -$8,037 |
| ROGERS COMMUNICATIONS INC CL B (551 SHRS) | 2020-03-30 | 2021-04-01 | $25,563 | $21,725 | $3,838 | $3,838 |
| SK TELECOM CO. LTD. - ADR (359 SHRS) | 2016-11-01 | 2021-04-20 | $10,831 | $7,807 | $3,024 | $3,024 |
| SK TELECOM CO. LTD. - ADR (0.2369 SHRS) | 2016-11-01 | 2021-12-10 | $10 | $8 | $2 | $2 |
| SKYWORKS SOLUTIONS INC (1070 SHRS) | 2020-03-31 | 2021-04-01 | $199,588 | $97,512 | $102,076 | $102,076 |
| STANLEY BLACK & DECKER INC (801 SHRS) | 2020-03-31 | 2021-04-01 | $159,588 | $80,415 | $79,173 | $79,173 |
| SUNCOR ENERGY INC NEW F (4757 SHRS) | 2018-04-23 | 2021-04-01 | $98,540 | $158,631 | -$60,091 | -$60,091 |
| SUNCOR ENERGY INC NEW F (4352 SHRS) | 2020-03-31 | 2021-04-01 | $90,151 | $57,425 | $32,726 | $32,726 |
| SYSCO CORP (1723 SHRS) | 2016-11-01 | 2021-04-01 | $134,927 | $82,751 | $52,176 | $52,176 |
| SYSCO CORP (139 SHRS) | 2017-08-14 | 2021-04-01 | $10,885 | $7,106 | $3,779 | $3,779 |
| SYSCO CORP (795 SHRS) | 2018-03-29 | 2021-04-01 | $62,256 | $47,677 | $14,579 | $14,579 |
| TAKEDA PHARMACEUTICAL COMPANY (1595 SHRS) | 2021-04-01 | 2021-08-23 | $27,044 | $29,728 | -$2,684 | -$2,684 |
| TE CONNECTIVITY LTD (1371 SHRS) | 2019-04-25 | 2021-04-01 | $177,766 | $130,871 | $46,895 | $46,895 |
| TE CONNECTIVITY LTD (535 SHRS) | 2020-03-30 | 2021-04-01 | $69,369 | $33,887 | $35,482 | $35,482 |
| TEXAS INSTRUMENTS INC (2189 SHRS) | 2016-11-01 | 2021-04-01 | $416,727 | $151,819 | $264,908 | $264,908 |
| TEXAS INSTRUMENTS INC (244 SHRS) | 2017-04-20 | 2021-04-01 | $46,451 | $19,682 | $26,769 | $26,769 |
| TEXAS INSTRUMENTS INC (201 SHRS) | 2017-08-14 | 2021-04-01 | $38,265 | $16,453 | $21,812 | $21,812 |
| TEXAS INSTRUMENTS INC (1029 SHRS) | 2018-03-29 | 2021-04-01 | $195,894 | $106,038 | $89,856 | $89,856 |
| TEXAS INSTRUMENTS INC (316 SHRS) | 2020-03-30 | 2021-04-01 | $60,158 | $32,404 | $27,754 | $27,754 |
| THE HERSHEY COMPANY (94 SHRS) | 2016-11-01 | 2021-08-23 | $16,854 | $9,589 | $7,265 | $7,265 |
| TOTAL S.A. - ADR (8230 SHRS) | 2019-04-25 | 2021-04-01 | $380,026 | $460,916 | -$80,890 | -$80,890 |
| TOTAL S.A. - ADR (1838 SHRS) | 2020-03-30 | 2021-04-01 | $84,871 | $67,252 | $17,619 | $17,619 |
| TRANE TECHNOLOGIES PUBLIC (1391 SHRS) | 2020-03-31 | 2021-04-01 | $229,407 | $118,284 | $111,123 | $111,123 |
| TRAVELERS COMPANIES INC (230 SHRS) | 2019-04-25 | 2021-08-23 | $36,865 | $31,906 | $4,959 | $4,959 |
| TRUIST FINANCIAL CORPORATION (2840 SHRS) | 2018-04-23 | 2021-04-01 | $166,153 | $148,782 | $17,371 | $17,371 |
| TRUIST FINANCIAL CORPORATION (3514 SHRS) | 2019-04-25 | 2021-04-01 | $205,586 | $176,719 | $28,867 | $28,867 |
| TRUIST FINANCIAL CORPORATION (716 SHRS) | 2019-04-25 | 2021-04-01 | $41,889 | $35,580 | $6,309 | $6,309 |
| TRUIST FINANCIAL CORPORATION (859 SHRS) | 2020-03-30 | 2021-04-01 | $50,256 | $27,667 | $22,589 | $22,589 |
| TYSON FOODS INC CL A DEL (432 SHRS) | 2019-04-25 | 2021-08-23 | $34,424 | $31,800 | $2,624 | $2,624 |
| UNION PACIFIC CORP (231 SHRS) | 2016-11-01 | 2021-08-23 | $51,791 | $20,299 | $31,492 | $31,492 |
| V F CORP (600 SHRS) | 2016-11-01 | 2021-04-01 | $47,766 | $30,263 | $17,503 | $17,503 |
| V F CORP (640 SHRS) | 2017-04-20 | 2021-04-01 | $50,951 | $33,939 | $17,012 | $17,012 |
| V F CORP (131 SHRS) | 2017-08-14 | 2021-04-01 | $10,429 | $7,787 | $2,642 | $2,642 |
| V F CORP (738 SHRS) | 2018-03-29 | 2021-04-01 | $58,752 | $51,407 | $7,345 | $7,345 |
| V F CORP (205 SHRS) | 2020-03-30 | 2021-04-01 | $16,320 | $12,247 | $4,073 | $4,073 |
| VALERO ENERGY CORP (920 SHRS) | 2016-11-01 | 2021-04-01 | $67,631 | $54,501 | $13,130 | $13,130 |
| VALERO ENERGY CORP (498 SHRS) | 2017-04-20 | 2021-04-01 | $36,609 | $32,172 | $4,437 | $4,437 |
| VALERO ENERGY CORP (258 SHRS) | 2017-08-14 | 2021-04-01 | $18,966 | $17,221 | $1,745 | $1,745 |
| VALERO ENERGY CORP (674 SHRS) | 2018-03-29 | 2021-04-01 | $49,547 | $61,880 | -$12,333 | -$12,333 |
| VALERO ENERGY CORP (347 SHRS) | 2019-04-25 | 2021-04-01 | $25,509 | $31,092 | -$5,583 | -$5,583 |
| VALERO ENERGY CORP (144 SHRS) | 2020-03-30 | 2021-04-01 | $10,586 | $6,615 | $3,971 | $3,971 |
| VIATRIS INC (1621 SHRS) | 2016-11-01 | 2021-04-01 | $22,620 | $22,620 | $22,620 | |
| VIATRIS INC (107 SHRS) | 2017-08-14 | 2021-04-01 | $1,493 | $1,493 | $1,493 | |
| VIATRIS INC (619 SHRS) | 2018-03-29 | 2021-04-01 | $8,638 | $8,638 | $8,638 | |
| VIATRIS INC (306 SHRS) | 2019-04-25 | 2021-04-01 | $4,270 | $4,270 | $4,270 | |
| VIATRIS INC (6 SHRS) | 2020-04-09 | 2021-04-01 | $84 | $84 | $84 | |
| VIATRIS INC (58 SHRS) | 2020-10-28 | 2021-04-01 | $809 | $809 | $809 | |
| WALMART STORES INC (856 SHRS) | 2016-11-01 | 2021-08-23 | $129,136 | $59,290 | $69,846 | $69,846 |
| WASTE MANAGEMENT INC (182 SHRS) | 2016-11-01 | 2021-08-23 | $27,698 | $11,642 | $16,056 | $16,056 |
| WELLS FARGO & CO (6716 SHRS) | 2016-11-01 | 2021-04-01 | $264,788 | $308,427 | -$43,639 | -$43,639 |
| WELLS FARGO & CO (2043 SHRS) | 2017-04-20 | 2021-04-01 | $80,548 | $108,965 | -$28,417 | -$28,417 |
| WELLS FARGO & CO (1669 SHRS) | 2017-08-14 | 2021-04-01 | $65,803 | $88,298 | -$22,495 | -$22,495 |
| WELLS FARGO & CO (3464 SHRS) | 2018-03-29 | 2021-04-01 | $136,573 | $180,886 | -$44,313 | -$44,313 |
| WELLS FARGO & CO (852 SHRS) | 2018-07-20 | 2021-04-01 | $33,591 | $48,162 | -$14,571 | -$14,571 |
| WELLS FARGO & CO (1364 SHRS) | 2019-04-25 | 2021-04-01 | $53,778 | $65,098 | -$11,320 | -$11,320 |
| WELLS FARGO & CO (84 SHRS) | 2020-03-30 | 2021-04-01 | $3,312 | $2,459 | $853 | $853 |
| COMMERCE BANCSHARES INC | 2021-12-17 | 2021-12-17 | $68 | $34 | $34 | $34 |
| KYNDRYL HLDGS INC | 2021-02-23 | 2021-11-04 | $27 | $27 | $0 | $0 |
| KYNDRYL HLDGS INC | 2021-03-02 | 2021-11-04 | $27 | $27 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,223,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,521 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,521 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,521 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,447 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $99,447 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $979 | EsPenaltyAmt |
| Overpayment | $24,947 | OverpaymentAmt |
| Applied To ES Tax | $24,947 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R SIMPLOT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083362110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 W FRONT ST | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| GAY C SIMPLOT | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN EDWARD SIMPLOT | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | DIRECTOR/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JAMES ALDERMAN | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BRENT MOYLAN | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | TREASURER | 0.00 | $0 | $0 | $0 |
| AMANDA SAMPSON | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| JEREMY HAYNES | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| SCOTT R SIMPLOT | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN D SIMPLOT | ||||||||
| 1099 W FRONT STREET | BOISE | ID | 83702 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,176,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,022 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,852,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,852,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,092,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,759,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,587,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,587,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,521 | TotalTaxAmt |
| Distributable Before Adj | $3,514,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $667 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,515,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,515,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,734,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,734,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,515,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,656,008 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,734,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,656,008 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,532 | 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 | $3,436,611 | 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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FARMLAND TRUST | ||||||||||||
| 1150 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | PC | DONATION | $25,000 | ||||||
| ARC INC | ||||||||||||
| 4402 W ALBION ST | BOISE | ID | 83705 | PC | EDUCATION | $2,500 | ||||||
| BALLET IDAHO | ||||||||||||
| 501 S 8TH ST STE A | BOISE | ID | 83702 | PC | DONATION | $50,000 | ||||||
| BIRDS OF PREY NCA PARTNERS | ||||||||||||
| 1791 S HILTON ST | BOISE | ID | 83705 | PC | EDUCATION | $5,000 | ||||||
| BOISE ART MUSEUM | ||||||||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PC | EDUCATION | $20,000 | ||||||
| BOISE PHILHARMONIC ASSOCIATION INC | ||||||||||||
| 516 S 9TH STE C | BOISE | ID | 83702 | PC | EDUCATION | $10,000 | ||||||
| BOISE RESCUE MISSION | ||||||||||||
| 575 S 13TH ST | BOISE | ID | 83702 | PC | EDUCATION | $1,000 | ||||||
| CALDWELL FINE ARTS | ||||||||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | PC | EDUCATION | $3,000 | ||||||
| CALIFORNIA FOUNDATION FOR AG | ||||||||||||
| 2300 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | PC | EDUCATION | $7,500 | ||||||
| CANYON COUNTY FESTIVAL OF TREES | ||||||||||||
| 311 3RD ST S | NAMPA | ID | 83651 | PC | EDUCATION | $5,000 | ||||||
| COLLEGE OF EASTERN IDAHO FOUNDATION | ||||||||||||
| 1600 S 25TH E | IDAHO FALLS | ID | 83404 | PC | EDUCATION | $330,000 | ||||||
| COLUMBIA BASIN FOUNDATION | ||||||||||||
| 234 1ST AVE NW STE B | EPHRATA | WA | 98823 | PC | EDUCATION | $25,000 | ||||||
| DISCOVERY CENTER OF IDAHO | ||||||||||||
| 131 W MYRTLE ST | BOISE | ID | 83702 | PC | EDUCATION | $5,000 | ||||||
| EMPIRE ARTS CENTER | ||||||||||||
| 415 DEMERS AVE | GRAND FORKS | ND | 58201 | PC | EDUCATION | $1,500 | ||||||
| FARMING FOR THE FUTURE FOUNDATION | ||||||||||||
| 903 3RD AVE | HANCOCK | WI | 54943 | PC | EDUCATION | $30,000 | ||||||
| FUNDSY INC | ||||||||||||
| PO BOX 7126 | BOISE | ID | 83707 | PC | EDUCATION | $5,000 | ||||||
| GIRAFFE LAUGH EARLY LEARNING | ||||||||||||
| 4094 W CHINDEN BLVD STE 100 | GARDEN CITY | ID | 83714 | PC | EDUCATION | $1,500 | ||||||
| GIRL SCOUT OF SILVER SAGE | ||||||||||||
| 1410 ETHERIDGE LANE | BOISE | ID | 83704 | PC | EDUCATION | $3,500 | ||||||
| GREAT PLAINS FOOD BANK | ||||||||||||
| 412 2ND AVE N | GRAND FORKS | MN | 58203 | PC | EDUCATION | $5,000 | ||||||
| IDAHO COMMUNITY FOUNDATION | ||||||||||||
| 210 W STATE ST | BOISE | ID | 83702 | PC | EDUCATION | $250,000 | ||||||
| IDAHO CONSERVATION LEAGUE | ||||||||||||
| 710 N 6TH ST | BOISE | ID | 83702 | PC | EDUCATION | $25,000 | ||||||
| IDAHO DEFENSE ALLIANCE | ||||||||||||
| 168 N 9TH ST STE 200 | BOISE | ID | 83702 | PC | EDUCATION | $25,000 | ||||||
| IDAHO FFA FOUNDATION INC | ||||||||||||
| P O BOX 827 | STAR | ID | 83669 | PC | EDUCATION | $20,000 | ||||||
| IDAHO FOOD BANK | ||||||||||||
| 3562 S TK AVE | BOISE | ID | 83705 | PC | DONATION | $7,500 | ||||||
| IDAHO LATINO SCHOLARSHIP FOUNDATION | ||||||||||||
| PO BOX 9918 | BOISE | ID | 83707 | PC | DONATION | $1,000 | ||||||
| IDAHO YOUTH RANCH | ||||||||||||
| 5465 W IRVING ST | BOISE | ID | 83706 | PC | DONATION | $330,000 | ||||||
| LIFES KITCHEN INC | ||||||||||||
| P O BOX 6286 | BOISE | ID | 83707 | PC | EDUCATION | $5,000 | ||||||
| MAGIC VALLEY SYMPHONY | ||||||||||||
| PO BOX 1805 | TWIN FALLS | ID | 83303 | PC | EDUCATION | $2,500 | ||||||
| MAKE A WISH FOUNDATION | ||||||||||||
| 310 W IDAHO ST | BOISE | ID | 83702 | PC | EDUCATION | $13,000 | ||||||
| NORTHWEST NAZARENE UNIVERSITY | ||||||||||||
| 623 HOLLY ST | NAMPA | ID | 83686 | PC | EDUCATION | $5,000 | ||||||
| OPEN ARMS DANCE PROJECT INC | ||||||||||||
| 3703 W KOOTENAI ST | BOISE | ID | 83705 | PC | EDUCATION | $1,000 | ||||||
| OPERA IDAHO | ||||||||||||
| 513 S 8TH ST | BOISE | ID | 83702 | PC | EDUCATION | $10,000 | ||||||
| RONALD MCDONALD HOUSE CHARITIES | ||||||||||||
| 101 WARM SPRINGS AVE | BOISE | ID | 83712 | PC | DONATION | $400,000 | ||||||
| SAINT ALPHONSUS FOUNDATION | ||||||||||||
| 1055 N CURTIS ROAD | BOISE | ID | 83706 | PC | EDUCATION | $5,000 | ||||||
| SALVATION ARMY | ||||||||||||
| 4308 W STATE ST | BOISE | ID | 83703 | PC | DONATION | $4,000 | ||||||
| SPECIAL OLYMPICS IDAHO INC | ||||||||||||
| PO BOX 6590 | BOISE | ID | 83707 | PC | DONATION | $5,000 | ||||||
| ST LUKES HEALTH FOUNDATION | ||||||||||||
| 190 E BANNOCK ST | BOISE | ID | 83721 | PC | EDUCATION | $2,500 | ||||||
| ST LUKES MAGIC VALLEY REG | ||||||||||||
| PO BOX 409 | TWIN FALLS | ID | 83303 | PC | DONATION | $20,000 | ||||||
| THE CABIN | ||||||||||||
| 801 S CAPITOL BLVD | BOISE | ID | 83702 | PC | DONATION | $3,000 | ||||||
| TREASURE VALLEY FAMILY YMCA | ||||||||||||
| 1177 W STATE ST | BOISE | ID | 83702 | PC | DONATION | $330,000 | ||||||
| UNITED WAY OF CENTRAL PLAINS | ||||||||||||
| PC | EDUCATION | $7,700 | 20 SASKATCHEWAN AVE E | PORTAGE LA PRAIRIE | MB | CA | R1N3C4 | |||||
| UNITED WAY OF TREASURE VALLEY | ||||||||||||
| 1276 RIVER STREET STE 100 | BOISE | ID | 83707 | PC | DONATION | $401,923 | ||||||
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||||||
| P O BOX 443143 | MOSCOW | ID | 83844 | PC | EDUCATION | $200,000 | ||||||
| WYAKIN FOUNDATION | ||||||||||||
| 960 S BROADWAY AVE STE 260 | BOISE | ID | 83706 | PC | EDUCATION | $5,000 | ||||||
| ZOO BOISE | ||||||||||||
| 355 JULIA DAVIS DR | BOISE | ID | 83702 | PC | EDUCATION | $6,000 | ||||||
| ARIZONA STATE UNIV-DOWNTOWN PHOENIX | ||||||||||||
| ATTN FINANCIAL AID OFFICE/SCHOLARSH | PHOENIX | AZ | 85004 | PC | EDUCATION | $1,000 | PS | |||||
| ARKANSAS STATE UNIVERSITY | ||||||||||||
| PO BOX 1620 | STATE UNIVERSITY | AR | 72467 | PC | EDUCATION | $1,000 | ||||||
| BOISE STATE UNIVERSITY | ||||||||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | PC | EDUCATION | $8,500 | ||||||
| BRIGHAM YOUNG UNIVERSITY | ||||||||||||
| FINANCIAL AID | PROVO | UT | 84602 | PC | EDUCATION | $8,500 | ||||||
| BRIGHAM YOUNG UNIVERSITY OF ID | ||||||||||||
| FINANCIAL AID OFFICE | REXBURG | ID | 83460 | PC | EDUCATION | $2,000 | ||||||
| CALIFORNIA POLYTECHNIC STATE U | ||||||||||||
| FINANCIAL AID | SAN LUIS OBISPO | CA | 93401 | PC | EDUCATION | $1,000 | ||||||
| CALIFORNIA STATE UNIVERSITY CHICO | ||||||||||||
| 400 W 1ST ST | CHICO | CA | 95929 | PC | EDUCATION | $1,000 | ||||||
| CALIFORNIA STATE UNIVERSITY FRESNO | ||||||||||||
| JOYAL BLDG RM 296 | FRESNO | CA | 93740 | PC | EDUCATION | $2,000 | ||||||
| CARLETON COLLEGE | ||||||||||||
| ATTN STUDENT FINANCIAL SERVICES | NORTHFIELD | MN | 55057 | PC | EDUCATION | $2,000 | ||||||
| CARLETON UNIVERSITY | ||||||||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 55057 | PC | EDUCATION | $1,000 | ||||||
| CARROLL COLLEGE | ||||||||||||
| ATTN FINANCIAL AID OFFICE | HELENA | MT | 59625 | PC | EDUCATION | $1,000 | ||||||
| CASE WESTERN RESERVE UNIVERSIT | ||||||||||||
| ATTN OFFICE OF FINANCIAL AID | CLEVELAND | OH | 44106 | PC | EDUCATION | $1,000 | ||||||
| COLLEGE OF IDAHO | ||||||||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | PC | EDUCATION | $1,000 | ||||||
| COLORADO STATE UNIVERSITY | ||||||||||||
| ATTN FINANCIAL AID | FORT COLLLINS | CO | 80523 | PC | EDUCATION | $2,000 | ||||||
| DUKE UNIVERSITY | ||||||||||||
| PO BOX 90898 | DURHAM | NC | 27708 | PC | EDUCATION | $1,000 | ||||||
| FLORIDA STATE UNIVERSITY | ||||||||||||
| ATTN STUDENT BUSINESS CENTER | TALLAHASSEE | FL | 32306 | PC | EDUCATION | $1,000 | ||||||
| GEORGE WASHINGTON UNIVERSITY | ||||||||||||
| OFFICE OF STUDENT FINANCIAL | WASHINGTON | DC | 20052 | PC | EDUCATION | $1,000 | ASSISTANCE | |||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| OFFICE OF STUDENT FINANCIAL | WASHINGTON | DC | 20057 | PC | EDUCATION | $1,000 | SERVICES | |||||
| GONZAGA UNIVERSITY | ||||||||||||
| ATTN FINANCIAL AID | SPOKANE | WA | 99258 | PC | EDUCATION | $1,000 | ||||||
| GRAND CANYON UNIVERSITY | ||||||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | PC | EDUCATION | $1,000 | ||||||
| HENDRIX COLLEGE | ||||||||||||
| 1600 WASHINGTON AVE | CONWAY | AR | 72032 | PC | EDUCATION | $1,000 | ||||||
| IDAHO STATE UNIVERSITY | ||||||||||||
| ATTN FINANCIAL AID OFFICE | POCATELLO | ID | 83209 | PC | EDUCATION | $1,500 | ||||||
| JACKSONVILLE STATE UNIVERSITY | ||||||||||||
| FINANCIAL AID OFFICE | JACKSONVILLE | AL | 36265 | PC | EDUCATION | $1,000 | ||||||
| LEWIS & CLARK STATE COLLEGE | ||||||||||||
| FINANCIAL AID | LEWISTON | ID | 83501 | PC | EDUCATION | $2,000 | ||||||
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||||||
| 1 LMU DR | LOS ANGELES | CA | 90045 | PC | EDUCATION | $1,000 | ||||||
| LUBBOCK CHRISTIAN UNIVERSITY | ||||||||||||
| FINANCIAL ASSISTANCE OFFICE | LUBBOCK | TX | 79407 | PC | EDUCATION | $1,000 | ||||||
| MARQUETTE UNIVERSITY | ||||||||||||
| ATTN OFFICE OF STUDENT FINANCIAL | MILWAUKEE | WI | 53201 | PC | EDUCATION | $1,000 | AID | |||||
| MISSISSIPPI STATE UNIVERSITY | ||||||||||||
| PO BOX 9811 | MISSISSIPPI | MS | 39762 | PC | EDUCATION | $1,000 | ||||||
| MONTANA STATE UNIVERSITY | ||||||||||||
| ATTN FINANCIAL AID | BOZEMAN | MT | 59717 | PC | EDUCATION | $1,000 | ||||||
| NORTH DAKOTA STATE UNIVERSITY | ||||||||||||
| FINANCIAL AID | FARGO | ND | 58102 | PC | EDUCATION | $2,000 | ||||||
| NORTHWEST UNIVERSITY | ||||||||||||
| ATTN STUDENT FINANCIAL SERVICES | KIRKLAND | WA | 98083 | PC | EDUCATION | $1,000 | ||||||
| PEPPERDINE UNIVERSITY | ||||||||||||
| CARUSO SCHOOL OF LAW | MALBU | CA | 90263 | PC | EDUCATION | $1,000 | ||||||
| SOUTH DAKOTA SCHOOL OF MINES & | ||||||||||||
| ATTN FINANCIAL AID OFFICE - SD | RAPID CITY | SD | 57701 | PC | EDUCATION | $2,000 | MINES | |||||
| SOUTH DAKOTA STATE UNIVERSITY | ||||||||||||
| ATTN OFFICE OF FINANCIAL AID | BROOKINGS | SD | 57007 | PC | EDUCATION | $1,000 | ||||||
| TEXAS A&M UNIVERSITY | ||||||||||||
| SCHOLARSHIPS FINANCIAL AID | COLLEGE STATION | TX | 77843 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF ARKANSAS FAYETTEVILLE | ||||||||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72702 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF GEORGIA | ||||||||||||
| OFFICE OF STUDENT FINANCIAL AID | ATHENS | GA | 30602 | PC | EDUCATION | $2,000 | ||||||
| UNIVERSITY OF IDAHO | ||||||||||||
| FINANCIAL AID | MOSCOW | ID | 83844 | PC | EDUCATION | $4,000 | ||||||
| UNIVERSITY OF LETHBRIDGE | ||||||||||||
| PC | EDUCATION | $1,000 | FINANCIAL SERVICES | LETHBRIDGE | AB | CA | T1K M4 | |||||
| UNIVERSITY OF MONTANA | ||||||||||||
| ATTN FINANCIAL AID OFFICE | BUTTE | MT | 59812 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF NEBRASKA KEARNEY | ||||||||||||
| ATTN OFFICE OF FINANCIAL AID | KEARNEY | NE | 68849 | PC | EDUCATION | $2,000 | ||||||
| UNIVERSITY OF NEW ENGLAND | ||||||||||||
| COLLEGE OF OSTEOPATHIC | BIDDEFORD | ME | 04005 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF NORTH DAKOTA | ||||||||||||
| STUDENT FINANCIAL AID | GRAND FORKS | ND | 58202 | PC | EDUCATION | $3,000 | ||||||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| FINANCIAL AID | AUSTIN | TX | 78712 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF UTAH | ||||||||||||
| 201 S 1460 E RM 105 | SALT LAKE CITY | UT | 84108 | PC | EDUCATION | $4,000 | ||||||
| UNIVERSITY OF WASHINGTON SCHOOL OF MED | ||||||||||||
| 322 E FRONT ST STE 590 | BOISE | ID | 83702 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF WEST GEORGIA | ||||||||||||
| 1601 MAPLE ST | CAROLTON | GA | 30118 | PC | EDUCATION | $1,000 | ||||||
| UNIVERSITY OF WYOMING | ||||||||||||
| FINANCIAL AID | LARAMIE | WY | 82071 | PC | EDUCATION | $2,000 | ||||||
| UTAH STATE UNIVERSITY | ||||||||||||
| FINANCIAL AID OFFICE | LOGAN | UT | 84322 | PC | EDUCATION | $3,000 | ||||||
| VALLEY CITY STATE UNIVERSITY | ||||||||||||
| FINANCIAL AID/SCHOLARSHIPS | VALLEY CITY | ND | 58072 | PC | EDUCATION | $1,000 | ||||||
| WALLA WALLA COMMUNITY COLLEGE | ||||||||||||
| FINANCIAL AID OFFICE | WALLA WALLA | WA | 99362 | PC | EDUCATION | $1,000 | ||||||
| WASHINGTON STATE UNIVERSITY | ||||||||||||
| ATTN FINANCIAL AID | PULLMAN | WA | 99164 | PC | EDUCATION | $3,000 | ||||||
| WEST HILLS COLLEGE FIREBAUGH | ||||||||||||
| FINANCIAL AID/SCHOLARSHIPS | FIREBAUGH | CA | 93622 | PC | EDUCATION | $1,000 | ||||||
| WESTERN WASHINGTON UNIVERSITY | ||||||||||||
| FINANCIAL AID | BELLINGHAM | WA | 98225 | PC | EDUCATION | $1,000 | ||||||
| WESTERN WYOMING COMMUNITY COLL | ||||||||||||
| PO BOX 428 | ROCK SPRINGS | WY | 82902 | PC | EDUCATION | $1,000 | ||||||
| WHITWORTH UNIVERSITY | ||||||||||||
| ATTN STUDENT ACCOUNTS | SPOKANE | WA | 99218 | PC | EDUCATION | $2,000 | ||||||
| XAVIER UNIVERSITY | ||||||||||||
| OFFICE OF STUDENT FINANCIAL | CINCINNATI | OH | 45207 | PC | EDUCATION | $1,000 | SERVICES | |||||
| RIDE FOR JOY | ||||||||||||
| 28379 EL PASO RD | CALDWELL | ID | 83607 | PC | EDUCATION | $500 | ||||||
| UNIVERSITY OF ILLINOIS URBANA | ||||||||||||
| 207 ADMINISTRATION BLDG | URBANA | IL | 61801 | PC | EDUCATION | $500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,717,123 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLLEGE OF EASTERN IDAHO FOUNDATION | ||||||
| 1600 S 25TH E | IDAHO FALLS | ID | 83404 | PC | EDUCATION | $670,000 |
| IDAHO COMMUNITY FOUNDATIION-ESPAA | ||||||
| 210 W STATE ST | BOISE | ID | 83702 | PC | DONATION | $250,000 |
| IDAHO YOUTH RANCH | ||||||
| 5465 W IRVING ST | BOISE | ID | 83706 | PC | DONATION | $670,000 |
| TREASURY VALLEY FAMILY YMCA | ||||||
| 1177 W STATE ST | BOISE | ID | 83702 | PC | DONATION | $670,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,260,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,462,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,223,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,686,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,686,010 | 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 | $16,785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,417 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MICRON TECHNOLOGY | $23,367,000 | $23,367,000 |
| ISHARES BARCLAYS AGGREGATE BOND FUND | $407,194 | $407,194 |
| ISHARES MSCI EAFE INDEX | $163,171 | $163,171 |
| ISHARES TR RUSSELL 2000 INDEX | $256,793 | $256,793 |
| ISHARES TR RUSSELL MIDCAP IND | $399,565 | $399,565 |
| ISHARES TR S&P INDEX | $996,757 | $996,757 |
| WELLS FARGO WELLSTRADE | $8,501,443 | $8,501,443 |
| PRINCIPAL | $36,765,000 | $36,765,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,748,654 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $254 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR ACCRUED CONTRIBUTIONS PAID IN CURRENT YEAR | $705,000 |
| PY CONTRIBUTION REFUNDED | $667 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $130,378 | BOYBookValueAmt |
| EOY Book Value | $158,571 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $396,507 | Amt |
| Net Investment Income | $396,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $89,192 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |