I-RISE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- I-RISE FOUNDATION (EIN 32-0484253)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-28
- IRS object ID
- 202502409349100610
- Schema version
- 2024v5.2
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-28T15:10:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SPECTRUM CENTER DR SUITE 400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320484253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | I-RISE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | I-RI | BusinessNameControlTxt |
| Phone | 9494532900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 GOLDEN EAGLE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN A STOECKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7145162400 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Preparation | 2025-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,173,356 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,962,368 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $292,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,979,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,735 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,355,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,486 | 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 |
| Legal Fees Rev And Expnss | $442 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $221 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $221 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,329 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,664 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,890 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,142,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,710 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,647,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,647,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,746,028 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,167,376 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,160,605 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,598,108 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,306,828 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,365,573 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,865 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,979,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,121,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,173,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,979,368 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,121,382 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,979,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,121,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,979,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,121,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,979,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,142,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,121,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,121,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,979,893 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,927,158 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,735 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,735 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,735 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,583 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,777 | OverpaymentAmt |
| Applied To ES Tax | $1,777 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | ANGELA STOECKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494532900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 GOLDEN EAGLE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEAN A STOECKER | ||||||||
| 14065 HIGHWAY 83 | COLORADO SPRINGS | CO | 80921 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANGELA STOECKER | ||||||||
| 14065 HIGHWAY 83 | COLORADO SPRINGS | CO | 80921 | CHIEF FINANCIAL OFFICER | 2.00 | $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 | $4,794,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,497,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,292,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,292,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,168,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $408,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,583 | TotalTaxAmt |
| Distributable Before Adj | $403,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $195,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $65,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $298,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $378,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $208,635 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $208,635 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,834 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $155,530 | ExcessFromYear2Amt |
| Excess From Year1 | $14,304 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEAN A STOECKER | ContributingManagerNm |
| Contributing Manager | ANGELA STOECKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IMPACT AFRICA NETWORK | |||||||
| 1887 HAMILTON AVENUE | SAN JOSE | CA | 95125 | N/A | PC | DOMESTIC VIOLENCE SUPPORT | $150,000 |
| DISCOVERY CUBE ORANGE COUNTY | |||||||
| 2500 N MAIN STREET | SANTA ANA | CA | 92705 | N/A | PC | YOUTH EDUCATION | $25,500 |
| FAITHS FOOTSIES | |||||||
| 2469 SUMMERHILL DRIVE | CASTLE ROCK | CO | 80108 | N/A | PC | SUPPORT TO NEONATAL INTENSIVE CARE UNITS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,500 | 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 | $292,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,930 | 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 | THE DEAN A STOECKER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14065 HIGHWAY 83 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,962,368 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY-TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $3,756,118 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,329 | Amt |
| Net Investment Income | $2,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,664 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS FINANCIAL SQUARE TREASURY INSTRUMENTS FUND | $371,314 | $371,314 |
| ANTHEM, INC. | $52,934 | $52,954 |
| MITSUBISHI UFJ FINANCIAL GROUP | $69,796 | $69,853 |
| ABBVIE INC | $47,859 | $47,914 |
| SPECTRA ENERGY PARTNERS, L.P. | $29,969 | $29,901 |
| ALEXANDRIA REAL ESTATE EQUITIE | $41,693 | $41,793 |
| AMGEN INC. | $52,586 | $52,706 |
| PHILIP MORRIS INTERNATIONAL IN | $24,830 | $24,732 |
| FISERV, INC. | $38,697 | $38,811 |
| MPLX LP | $25,900 | $25,982 |
| HP INC. | $49,210 | $49,381 |
| BAXALTA INCORPORATED | $27,826 | $27,905 |
| BUNGE LIMITED FINANCE CORP. | $22,446 | $22,564 |
| LOWE'S COMPANIES INC | $54,275 | $54,480 |
| TRANS-CANADA PIPELINES | $31,945 | $31,994 |
| STATE STREET CORPORATION | $51,731 | $51,994 |
| NEXTERA ENERGY CAPITAL HOLDING | $103,552 | $104,204 |
| CIGNA CORP | $54,216 | $54,658 |
| PHILIP MORRIS INTL INC | $37,990 | $38,061 |
| STATE STREET CORPORATION HYBRID | $38,784 | $39,060 |
| SRS CCD | $53,585 | $54,149 |
| NXP B.V. | $52,759 | $53,257 |
| AMERICAN HONDA FINANCE MTN | $50,218 | $50,387 |
| AIR LEASE CORP | $17,000 | $17,157 |
| TRUIST FINANCIAL CORPORATION | $24,812 | $25,194 |
| BANK OF NOVA SCOTIA | $88,376 | $89,139 |
| TORONTO-DOMINION BANK | $42,119 | $42,441 |
| SABINE PASS LIQUEFACTION, LLC | $70,255 | $71,146 |
| BANK OF NEW YORK MELLON CORPOR | $90,405 | $91,391 |
| INTEL CORPORATION | $52,604 | $52,754 |
| AON CORP/AON GLOBAL HOLD | $36,025 | $36,327 |
| ENERGY TRANSFER OPERATNG | $25,888 | $26,332 |
| EBAY INC. | $48,166 | $48,766 |
| CITIGROUP INC. | $49,482 | $53,318 |
| MORGAN STANLEY HYBRID MTN | $69,826 | $74,140 |
| AMERICAN EXPRESS CO HYBRID | $91,253 | $92,003 |
| INTERCONTINENTAL EXCHANGE, INC | $61,999 | $62,833 |
| JPMORGAN CHASE & CO. HYBRID | $40,224 | $42,572 |
| GENERAL MOTORS CO | $31,837 | $32,370 |
| 3M COMPANY | $71,019 | $71,813 |
| SIMON PROPERTY GROUP INC | $59,511 | $59,494 |
| BANK OF AMERICA | $90,036 | $95,352 |
| CROWN CASTLE INTERNATIONAL | $39,694 | $40,417 |
| NUTRIEN LTD. | $60,543 | $60,977 |
| JPMORGAN CHASE & CO. | $50,437 | $52,466 |
| U.S. BANCORP HYBRID MTN | $68,455 | $70,411 |
| VERIZON COMMUNICATIONS, INC. | $52,740 | $52,986 |
| JM SMUCKER CO | $39,210 | $39,373 |
| BAXTER INTERNATIONAL INC | $38,602 | $38,755 |
| FOX CORPORATION | $23,629 | $23,722 |
| EVERSOURCE ENERGY | $44,791 | $43,468 |
| CVS HEALTH CORPORATION | $39,609 | $39,158 |
| CENCORA, INC. | $44,681 | $44,776 |
| REALTY INCOME CORP | $30,137 | $30,273 |
| COMCAST CORPORATION | $71,965 | $69,861 |
| AIR PRODUCTS & CHEMICALS | $27,034 | $26,912 |
| EUROPEAN INVESTMENT BANK | $185,265 | $184,499 |
| KFW | $45,084 | $44,650 |
| ACCRUED INCOME | $0 | $30,273 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,167,376 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,160,605 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $442 | LegalFeesAmt |
| Net Investment Income | $221 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $221 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $564 | $0 | $564 |
| OFFICE EXPENSES | $1,098 | $0 | $1,098 |
| CA ANNUAL REGISTRATION RENEWAL FEES | $150 | $0 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,890 | Amt |
| Net Investment Income | $12,890 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $2,311 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |