HARAD FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARAD FAMILY FOUNDATION (EIN 27-6366249)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349100234
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T12:27:20-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820419604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pulliam & Associates Chartered | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7235 W Emerald Street Suite A | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276366249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARAD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARA | BusinessNameControlTxt |
| Phone | 2088508855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3675 WEST QUAIL HEIGHTS COURT | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE J HARAD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E Chris Goode CPA | PreparerPersonNm |
| PTIN | P00952536 | PTIN |
| Phone | 2083228525 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,247,913 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $327,703 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,133,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,075,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,133,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,540,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,212,453 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,745 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $440 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $127 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $127 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,094 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $218,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $218,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,317,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,210,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,269 | CashBOYAmt |
| Cash EOY | $3,004,202 | CashEOYAmt |
| Cash EOYFMV | $3,004,202 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,901,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $484,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $954,989 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $247,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,227,292 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,288,722 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,373,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,715,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,247,913 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $25,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $25,001 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,373,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,690,559 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,373,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,690,559 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,373,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,715,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,373,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,317,373 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,690,559 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,690,559 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Chas Schwab Managed A/C | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $4,075,870 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,942,388 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,133,482 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,133,482 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,133,482 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $202,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,102,824 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,642 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,022,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,375,656 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,142 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,278,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,765 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,987,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02755 | DistributionYr5Rt |
| Total Distribution | 0.196546 | TotalDistributionRt |
| Average Distribution | 0.039309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,862,391 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,103 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,103 | SubtotalAmt |
| Tax Based On Investment Income | $12,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $819 | OverpaymentAmt |
| Applied To ES Tax | $819 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULLIAM & ASSOCIATES CHTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083228525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7235 W EMERALD SUITE A | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE J HARAD | ||||||
| 3675 W Quail Heights Ct | Boise | ID | 83703 | Trustee | 2.00 | $0 |
| BEVERLY M HARAD | ||||||
| 3675 W Quail Heights Ct | BOISE | ID | 83703 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,075,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $861,383 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,936,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,936,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,862,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,103 | TotalTaxAmt |
| Distributable Before Adj | $231,017 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $231,017 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $231,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $218,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,103 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,447 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $218,496 | UndistributedIncomePYAmt |
| Qualifying Distributions | $218,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $218,496 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $230,963 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boise Public Schools Foundation | |||||||
| 8169 West Victory Road | Boise | ID | 83709 | None | PC | General Support | $50,000 |
| Boise Art Museum | |||||||
| 670 Julia Davis Drive | Boise | ID | 83702 | None | PC | General Support | $11,000 |
| Boise Philharmonic Association | |||||||
| 516 South 9th Street | Boise | ID | 83702 | None | PC | General Support | $8,050 |
| Idaho Non-Profit Center | |||||||
| 5440 W Franklin Road Suite 202 | Boise | ID | 83705 | None | PC | General Support | $15,000 |
| Learning Lab | |||||||
| 308 East 36th Street | Boise | ID | 83714 | None | PC | General Support | $1,000 |
| Discovery Center of Idaho | |||||||
| 131 W Myrtle St | Boise | ID | 83702 | None | PC | General Support | $2,000 |
| Boys Girls Club of Ada County | |||||||
| 610 E 42nd St | Garden City | ID | 83714 | None | PC | General Support | $24,060 |
| Boise Urban Garden School | |||||||
| 2995 N Five Mile Rd | Boise | ID | 83713 | None | PC | General Support | $1,000 |
| Idaho Shakespeare Festival | |||||||
| PO Box 9365 | Boise | ID | 83707 | None | PC | General Support | $1,000 |
| St Luke's Health Foundation | |||||||
| 190 E Bannock Street | Boise | ID | 83712 | None | PC | General Support | $40,000 |
| Idaho Public Television | |||||||
| 1455 N Orchard St | Boise | ID | 83706 | None | GOV | General Support | $5,000 |
| Interfaith Sanctuary | |||||||
| 1620 W River St | Boise | ID | 83702 | None | PC | General Support | $21,500 |
| Treasure Valley Family YMCA | |||||||
| 1050 W State Street | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Girl Scouts of Silver Sage | |||||||
| 8948 W Barnes Street | Boise | ID | 83709 | None | PC | General Support | $1,000 |
| Idaho Voices for Children | |||||||
| 1607 W Jefferson Street | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Land Trust of the Treasure Valley | |||||||
| 708 W Franklin Street | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Idaho Botanical Garden | |||||||
| 2355 N Old Pentitentiary Road | Boise | ID | 83712 | None | PC | General Support | $1,000 |
| Global Talent Idaho | |||||||
| 1607 W Jefferson Street | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Family Advocates | |||||||
| 3010 W State Street | Boise | ID | 83703 | None | PC | General Support | $1,000 |
| Idaho Center for Fiscal Policy | |||||||
| 1607 W Jefferson Street | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Idaho Food Bank | |||||||
| 3562 S Tk Avenue | Boise | ID | 83705 | None | PC | General Support | $1,000 |
| Harvard Business School | |||||||
| Soldiers Field | Boston | MA | 02163 | None | POF | General Support | $5,000 |
| City Club of Boise | |||||||
| 322 E Front Street 324h | Boise | ID | 83702 | None | PC | General Support | $2,000 |
| The Salvation Army | |||||||
| 9492 W Emerald Street | Boise | ID | 83704 | None | PC | General Support | $5,000 |
| A Giving Circle | |||||||
| 529 N Benjamin Lane | Boise | ID | 83705 | None | PC | General Support | $1,500 |
| Log Cabin Literary Center | |||||||
| 801 S Capital Blvd | Boise | ID | 83702 | None | PC | General Support | $5,000 |
| Friend of Zoo Boise | |||||||
| 355 Julia Davis Drive | Boise | ID | 83702 | None | PC | General Support | $1,000 |
| Boise State University Foundation | |||||||
| 1173 University Drive | Boise | ID | 83706 | None | PC | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $218,110 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,971 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,133,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,212,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,212,453 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| George J Beverly M Harad | ||||||
| 1 | 3675 W Quail Heights Ct | Boise | ID | 83703 | $178,093 | Yes (X) |
| George J Beverly M Harad | ||||||
| 2 | 3675 W Quail Heights Ct | Boise | ID | 83703 | $149,610 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Amazon.Com Inc Stock - 100Sh | $178,093 | 2019-10-30 |
| 2 | Clorox Co Stock - 1,000Sh | $149,610 | 2019-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Tax Preparation | CategoryTxt |
| Amt | $2,185 | Amt |
| Net Investment Income | $1,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $440 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,800 Sh BAIDU | ||
| 2,100 Sh Apple, Inc. | $156,363 | $616,665 |
| 2,650 Sh SPDR DIA | ||
| 1,000 Sh Clorox Co | $149,610 | $153,540 |
| 2,000 Sh Citigroup | ||
| 1,000 Sh Alibaba | ||
| 1,500 Sh Facebook | ||
| 500 Sh NVIDIA | ||
| 1,000 Sh PayPal | ||
| 100 Sh Amazon.Com Inc | $178,093 | $184,784 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3,425 Sh IShares MSCI | AT COST | ||
| 29,000 Sh Enterprise Prod LP | AT COST | $755,209 | $816,640 |
| 1,000 Sh Tencent Hldg | AT COST | ||
| Sh ABL One LLC | AT COST | $285,476 | $285,476 |
| Sh Emerald Creek Capital Inc Fd V LLC | AT COST | $48,531 | $48,531 |
| Precision Capital/Lexington Secondaries | AT COST | $9,000 | $9,000 |
| Star Mountain Diversified Credit Fd III | AT COST | $55,845 | $55,844 |
| Upper 90 Thrasio II LLC | AT COST | $73,231 | $73,231 |
| 5,250 Sh Apollo REIT | AT COST |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harad Investments LLLP | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | Trustee Contr0lled Partnership | InsiderRelationshipTxt |
| Loan Original | $25,000 | LoanOriginalAmt |
| Balance Due | $25,000 | BalanceDueAmt |
| Note | 2019-02 | NoteDt |
| Loan Maturity | 2021-02 | LoanMaturityDt |
| Repayment Terms | Two Year Note | RepaymentTermsTxt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | Investment loan | LoanPurposeTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Expenses | Desc |
| Revenue And Expenses Per Books | $267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $267 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $2,094 | Amt |