ANGELS AMONG US INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANGELS AMONG US INC (EIN 26-4682140)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349106028
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:54:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | 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 | 264682140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANGELS AMONG US INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANGE | BusinessNameControlTxt |
| Phone | 2088531279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGIE HARRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2088531279 | PhoneNum |
| Signature | 2025-11-13 | 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 | ALYSSA M KENT | PreparerPersonNm |
| PTIN | P01701477 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2025-11-13 | 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 | $11,080,688 | 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 | $4,038,259 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,170 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $344,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $819,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,654 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,485,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,647 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $517 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,847,698 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,847,698 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,893,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,848,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$407,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $406,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,621,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,324,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,324,805 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $864,372 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $887,094 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,966,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,531,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,730,239 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $84,326 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $81,387 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $81,387 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $80,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,752,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,856,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,080,688 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,797 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,070 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,070 | 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 | $10,746,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,835,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,746,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,835,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,752,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,856,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,746,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$407,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,339,109 | SubtotalAmt |
| Other Decreases | $503,678 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,835,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS #6804 - ST TRANSACTIONS | P | 2024-12-31 | $480,365 | $479,605 | $760 | $760 |
| USB #6804 - LT TRANSACTIONS | P | 2024-12-31 | $273,030 | $219,352 | $53,678 | $53,678 |
| US TSY NOTE 0.4375% DUE 10/31/24 DTD 10/31/22 | P | 2024-12-31 | $66,000 | $65,834 | $166 | $166 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2024-12-31 | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $229 | EsPenaltyAmt |
| Tax Due | $2,277 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.AAUINC.ORG | WebsiteAddressTxt |
| Individual With Books | ANGIE HARRISON | IndividualWithBooksNm |
| Phone | 2088531279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANGIE HARRISON | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| LINDA MORRIS | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TERESA TAVELLI | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | MEMBER | 1.00 | $0 | $0 | $0 |
| KIRSTEN HEFFNER | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN THOMETZ | ||||||||
| 10151 W RIVER ROCK LANE | GARDEN CITY | ID | 83714 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,630,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,698,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,329,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,329,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,174,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,648 | TotalTaxAmt |
| Distributable Before Adj | $503,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $503,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $503,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,848,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,848,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,360,987 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,780,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,049,508 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,112,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,731,488 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,034,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,848,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,345,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,379,513 | 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 | $1,360,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,018,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,780,035 | ExcessFromYear4Amt |
| Excess From Year3 | $2,049,508 | ExcessFromYear3Amt |
| Excess From Year2 | $4,112,350 | ExcessFromYear2Amt |
| Excess From Year1 | $1,731,488 | ExcessFromYear1Amt |
| Excess From Current Year | $4,345,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANGIE HARRISON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2088531279 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD INCLUDE SUFFICIENT INFORMATION FOR THE TRUSTEES TO EVALUATE THE NEEDS OF THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUGUSTINE INSTITUTE INC | |||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | EDUCATION | $2,000,000 |
| BIRTHRIGHT OF IDAHO FALLS INC | |||||||
| 1970 E 17TH STREET SUITE 111-D | IDAHO FALLS | ID | 83404 | NONE | PC | HUMANITARIAN | $10,000 |
| BISHOP KELLY FOUNDATION INC | |||||||
| 7009 W FRANKLIN RD | BOISE | ID | 83709 | NONE | PC | RELIGIOUS | $131,489 |
| BOISE RESCUE MISSION MINISTRIES | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PC | HUMANITARIAN | $44,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL & MPLS | |||||||
| 7201 W FRANKLIN ROAD | BOISE | ID | 83709 | NONE | PC | RELIGIOUS | $25,000 |
| CHURCH BUILDERS INC | |||||||
| PO BOX 9035 | BOISE | ID | 83707 | NONE | PC | RELIGIOUS | $15,000 |
| CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL INC | |||||||
| 1530 34TH AVE | OAKLAND | CA | 94601 | NONE | PC | EDUCATION | $5,000 |
| CRISTO REY NETWORK | |||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | NONE | PC | EDUCATION | $5,548 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| 603 PARK POINT DR | GOLDEN | CO | 80401 | NONE | PC | EDUCATION | $430,948 |
| GENESIS COMMUNITY HEALTH INC | |||||||
| 215 W 35TH ST | GARDEN CITY | ID | 83714 | NONE | PC | HEALTHCARE | $30,233 |
| HAITI180 (MOVIN' WITH THE SPIRIT INC) | |||||||
| 1160 INNESWOOD DR | GALLATIN | TN | 37066 | NONE | PC | HUMANITARIAN | $100,000 |
| IDAHO YOUTH RANCH | |||||||
| 5465 W IRVING ST | BOISE | ID | 83706 | NONE | PC | HUMANITARIAN | $202,934 |
| IGNATITUS PRESS | |||||||
| 1348 10TH AVE | SAN FRANCISCO | CA | 94122 | NONE | PC | RELIGIOUS | $120,000 |
| LIFELINE PREGNANCY CARE CENTER | |||||||
| 201 LUCIA AVE | CUBA | MO | 06453 | NONE | PC | HUMANITARIAN | $15,000 |
| MARYMOUNT HERMITAGE INC | |||||||
| 2150 HERMITAGE LANE | MESA | ID | 83643 | NONE | PC | RELIGIOUS | $6,883 |
| NAPA INSTITUTE | |||||||
| 2532 DUPONT DR 1524 | IRVINE | CA | 92612 | NONE | PC | RELIGIOUS | $12,500 |
| PATH PREGNANCY CLINIC | |||||||
| 1327 W BEACON ST | BOISE | ID | 83706 | NONE | PC | HUMANITARIAN | $15,000 |
| PATRONS OF THE ARTS IN THE VATICAN MUSEUMS | |||||||
| 3973 EAST COSTILLA AVE | CENTENNIAL | CO | 80122 | NONE | PC | RELIGIOUS | $2,500 |
| ROMAN CATHOLIC DIOCESE OF BOISE | |||||||
| 1501 S FEDERAL WAY 400 | BOISE | ID | 83705 | NONE | PC | RELIGIOUS | $130,738 |
| SACRED HEART OF JESUS SCHOOL | |||||||
| 3901 CASSIA ST | BOISE | ID | 83705 | NONE | PC | RELIGIOUS | $25,000 |
| SALT & LIGHT RADIO INC | |||||||
| PO BOX 714 | BOISE | ID | 83701 | NONE | PC | RELIGIOUS | $59,000 |
| SALVATION ARMY | |||||||
| 9492 EMERALD STREET | BOISE | ID | 83704 | NONE | PC | HUMANITARIAN | $2,000 |
| ST ALPHONSUS FOUNDATION INC | |||||||
| PO BOX 469 | WALLACE | ID | 83873 | NONE | PC | RELIGIOUS | $100,600 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 2612 W STATE STREET | BOISE | ID | 83702 | NONE | PC | RELIGIOUS | $41,800 |
| ST PAUL CENTER FOR BIBLICAL THEOLOGY | |||||||
| 1468 PARKVIEW CIR | STEUBENVILLE | OH | 43952 | NONE | PC | RELIGIOUS | $236,283 |
| ST PAUL'S CATHOLIC CENTER - BSU | |||||||
| 1915 W UNIVERSITY DRIVE | BOISE | ID | 83706 | NONE | PC | RELIGIOUS | $600 |
| ST PAUL'S CATHOLIC CHURCH NAMPA | |||||||
| 510 W ROOSEVELT AVE | NAMPA | ID | 83651 | NONE | PC | RELIGIOUS | $30,000 |
| UMD CATHOLIC CAMPUS MINISTRIES | |||||||
| 421 W SAINT MARIE STREET | DULUTH | MN | 55811 | NONE | PC | RELIGIOUS | $250,000 |
| VERBUM SPEI INC | |||||||
| 804 N 9TH ST | BOISE | ID | 83702 | NONE | PC | RELIGIOUS | $2,105 |
| WYOMING CATHOLIC COLLEGE | |||||||
| 306 MAIN ST | LANDER | WY | 82520 | NONE | PC | EDUCATION | $10,000 |
| ACTS XXIX | |||||||
| 38695 SEVEN MILE ROAD | LIVONIA | MI | 48152 | NONE | PC | HUMANITARIAN | $10,000 |
| BECKET | |||||||
| 1919 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20006 | NONE | PC | RELIGIOUS | $50,000 |
| BIKING FOR BABIES | |||||||
| PO BOX 644 | SAINT CHARLES | MO | 63302 | NONE | PC | HUMANITARIAN | $22,533 |
| CARDINAL ACADEMY | |||||||
| 9492 W EMERALD ST | BOISE | ID | 38704 | NONE | PC | EDUCATION | $4,944 |
| COME INC | |||||||
| 12505 COLORADO BLVD | THORNTON | CO | 80241 | NONE | PC | RELIGIOUS | $10,000 |
| DUCK VALLEY INDIAN RESERVATION | |||||||
| 1036 IDAHO STATE HIGHWAY 51 | OWYHEE | NV | 89832 | NONE | PC | HUMANITARIAN | $2,589 |
| DYNAMIC CATHOLIC | |||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | NONE | PC | RELIGIOUS | $37 |
| KNIGHTS OF COLUMBUS | |||||||
| 1555 GRANT ST | DENVER | CO | 80203 | NONE | PC | HUMANITARIAN | $5,000 |
| LEGATUS | |||||||
| PO BOX 444 | ANN ARBOR | MI | 48106 | NONE | PC | HUMANITARIAN | $2,212 |
| MEALS ON WHEELS METRO BOISE | |||||||
| 4900 N ROSEPOINT WAY SUITE B | BOISE | ID | 83713 | NONE | PC | HUMANITARIAN | $1,000 |
| MISSION TO THE BELOVED | |||||||
| 1811 HAMILTON PLACE | STEUBENVILLE | OH | 43952 | NONE | PC | RELIGIOUS | $75,000 |
| SISTERS OF LIFE | |||||||
| 38 MONTEBELLO RD | SUFFERN | NY | 10901 | NONE | PC | RELIGIOUS | $20,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 2830 LAWRENCE ST | DENVER | CO | 80205 | NONE | PC | RELIGIOUS | $222 |
| ST MARY'S SCHOOL | |||||||
| 2620 W STATE ST | BOISE | ID | 83702 | NONE | PC | EDUCATION | $10,000 |
| ST MICHAEL'S FAMILY PROTECTION INSTITUTE INC | |||||||
| 1880 E RIDGE RD | ROCHESTER | NY | 14622 | NONE | PC | HUMANITARIAN | $535,000 |
| VAGABOND MISSIONS | |||||||
| PO BOX 53109 | PITTSBURGH | PA | 15219 | NONE | PC | HUMANITARIAN | $20,000 |
| WE CARE IDAHO | |||||||
| 1720 WESTGATE DRIVE | BOISE | ID | 83704 | NONE | PC | HUMANITARIAN | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,847,698 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,170 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $344,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $447,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $447,736 | 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 | JAMES AND ANGIE HARRISON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10151 W RIVER ROCK LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,038,259 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,700 | Amt |
| Net Investment Income | $8,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES | $66,208 | $75,252 |
| AMAZON.COM | $57,943 | $87,317 |
| AMPHENOL | $15,256 | $14,585 |
| APOLLO GLOBAL MGMT INC | $14,499 | $13,543 |
| APPLE INC. | $50,767 | $79,884 |
| APPLIED MATERIALS INC | $30,289 | $44,235 |
| ARISTA NETWORKS INC | $26,428 | $61,013 |
| ARM HOLDINGS PLC SPON ADR | $25,259 | $29,976 |
| AXON ENTERPRISE INC | $11,040 | $25,556 |
| BLACKSTONE INC CL A | $20,276 | $22,242 |
| BOSTON SCIENTIFIC CORP | $18,200 | $30,012 |
| BROADCOM INC. | $34,642 | $141,422 |
| CADENCE DESIGN SYSTEM | $24,276 | $33,351 |
| CARLISLE COS INC | $9,145 | $8,114 |
| CINTAS CORP | $27,852 | $46,040 |
| COMMVAULT SYSTEMS INC | $20,231 | $20,222 |
| CONSTELLATION ENERGY | $11,490 | $12,080 |
| COSTCO WHOLESALE CORP | $40,962 | $69,637 |
| D R HORTON INC | $31,356 | $43,484 |
| DECKERS OUTDOOR CORP | $12,251 | $17,057 |
| DELL TECHNOLOGIES INC CL C | $47,497 | $41,256 |
| EATON CORP PLC | $24,242 | $48,121 |
| FISERV INC | $21,711 | $36,770 |
| GE AEROSPACE | $19,979 | $39,529 |
| GE VERNOVA LLC COM | $31,860 | $35,196 |
| GRAINGER W W INC | $19,199 | $23,189 |
| INGERSOLL RAND INC | $22,964 | $37,179 |
| INTUITIVE SURGICAL INC | $23,231 | $56,894 |
| JPMORGAN CHASE & CO | $18,724 | $22,533 |
| KLA CORP | $31,462 | $49,149 |
| LAM RESEARCH CORP | $29,306 | $44,060 |
| LENNAR CORP CL A | $31,099 | $38,456 |
| LILLY ELI & CO | $23,841 | $49,408 |
| LINDE PLC EUR | $24,118 | $30,144 |
| MASTERCARD INC CL A | $9,904 | $14,217 |
| META PLATFORMS INC CL A | $27,998 | $86,655 |
| MICROSOFT CORP | $67,801 | $90,623 |
| NETFLIX INC | $24,381 | $64,175 |
| NVIDIA CORP | $61,965 | $398,438 |
| ORACLE CORP | $23,128 | $43,826 |
| PALANTIR TECHNOLOGIES INC CL A | $17,130 | $84,781 |
| PALO ALTO NETWORKS INC. | $24,675 | $52,041 |
| PARKER HANNIFIN CORP | $26,006 | $27,985 |
| ROBINHOOD MKTS INC CL A | $9,360 | $10,880 |
| S&P GLOBAL INC | $19,655 | $18,925 |
| SEMLER SCIENTIFIC INC | $11,884 | $9,342 |
| SERVICENOW INC | $24,316 | $40,285 |
| SHIFT4 PMTS INC CL A | $12,100 | $18,888 |
| SPOTIFY TECHNOLOGY SA EUR | $473 | $447 |
| STRYKER CORP | $18,646 | $23,043 |
| SYNOPSYS INC | $25,847 | $27,666 |
| TESLA INC | $31,658 | $67,037 |
| TOLL BROTHERS INC | $29,735 | $53,781 |
| TRANE TECHNOLOGIES PLC | $40,219 | $42,106 |
| UNTD RENTALS INC | $31,229 | $51,424 |
| VERTEX PHARMACEUTICAL INC | $25,631 | $30,203 |
| VISTRA CORP | $21,060 | $20,543 |
| WATSCO INC | $7,931 | $7,582 |
| ZETA GLOBAL HLDGS CORP CL A | $21,431 | $18,440 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $864,372 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $887,094 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF | FMV | $23,168 | $23,735 |
| VIRTUS KAR SMALL-MID CAP | FMV | $31,003 | $33,428 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $503,678 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $517 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $517 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASTERCARD | Desc |
| BOY Book Value | $5,797 | BOYBookValueAmt |
| EOY Book Value | $21,070 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $32,647 | Amt |
| Net Investment Income | $32,647 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $86 | $86 | $0 |
| TAXES AND LICENSES | $4,000 | $0 | $0 |