PETERS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FOUNDATION (EIN 84-2497828)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-13
- IRS object ID
- 202610449349100816
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T15:11:57-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Kuhen & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2151 Michelson Drive Suite 162 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842497828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL MUTHART | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9282467285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MUTHART | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9282467285 | PhoneNum |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Darlene K Beer | PreparerPersonNm |
| PTIN | P00101109 | PTIN |
| Phone | 9492089900 | PhoneNum |
| 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 | $2,847,268 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,365 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $893,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,093 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,506 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $714,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,258 | CashBOYAmt |
| Cash EOY | $98,937 | CashEOYAmt |
| Cash EOYFMV | $98,937 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $262,891 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,747,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,123,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,485,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,758,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,473,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,847,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,758,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,473,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,758,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,473,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,758,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,473,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,758,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $714,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,473,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,473,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN MUTUAL FUND | 2024-09-27 | $45,000 | $20,323 | $24,677 | $24,677 | |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 2024-10-29 | $30,000 | $10,320 | $19,680 | $19,680 | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND | 2024-10-29 | $40,000 | $21,960 | $18,040 | $18,040 | 1999-06-15 |
| ISHARES SELECT DIVIDEND ETF | 2024-10-29 | $31,421 | $16,906 | $14,515 | $14,515 | 2007-03-23 |
| FEDERATED HERMES US TREAS CASH | 2025-01-24 | $100,000 | $100,000 | 2025-01-06 | ||
| FEDERATED HERMES US TREAS CASH | 2025-02-24 | $100,000 | $100,000 | 2025-01-06 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,629 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,629 | SubtotalAmt |
| Tax Based On Investment Income | $2,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,971 | OverpaymentAmt |
| Applied To ES Tax | $2,971 | 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 | AZ | 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 | PAUL MUTHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282467285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | 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 | false | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE MCLAUGHLIN | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | PRESIDENT | 0 | $0 | $0 | $0 |
| PAUL R MUTHART | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,388,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,462,325 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,462,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,425,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,629 | TotalTaxAmt |
| Distributable Before Adj | $118,641 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,641 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,641 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $174,516 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,641 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $642 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $118,641 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,875 | RemainingDistriFromCorpusAmt |
| Total Corpus | $355,497 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,609 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $295,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,259 | ExcessFromYear4Amt |
| Excess From Year3 | $642 | ExcessFromYear3Amt |
| Excess From Year2 | $126,852 | ExcessFromYear2Amt |
| Excess From Year1 | $96,260 | ExcessFromYear1Amt |
| Excess From Current Year | $55,875 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADRIENNE MCLAUGHLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADRIENNE MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9282467285 | RecipientPhoneNum |
| Form And Info And Materials | ADRIENNE MCLAUGHLIN LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YUMA CATHOLIC HIGH SCHOOL | |||||||
| 2100 W 28TH ST | YUMA | AZ | 85364 | N/A | PC | CHARITABLE | $72,266 |
| PRIESTLY FRATERNITY ST PETER | |||||||
| 450 VENARD ROAD | S ABINGTON TOWNSHIP | PA | 18411 | N/A | PC | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,266 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,093 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADRIENNE MCLAUGHLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10515 SW MOUNT ADAMS DR | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970078381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING COSTS | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $99,982 | $106,869 |
| COSTCO WHOLESALE CORP | $50,680 | $54,447 |
| PROCTER & GAMBLE CO | $49,674 | $47,796 |
| WALMART INC | $50,054 | $53,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST MORNINGSTAR | $108,891 | $138,171 |
| INDUSTRIAL SELECT SECTOR | $13,249 | $36,880 |
| ISHARES SELECT DIVID ETF | $118,933 | $160,036 |
| ISHARE INTL SELECT DIVID | $19,168 | $17,255 |
| UTILITIES SECTOR SPDR FUND | $36,547 | $65,328 |
| VANGUARD COMMUNICATION SERVICE | $99,205 | $162,479 |
| AMERICAN FUNDS AMERICAN MUTUAL | $96,060 | $195,345 |
| AMERICAN FUNDS WASHINGTON MUTU | $132,099 | $209,964 |
| AMERICAN FUNDS FUNDAMENTAL | $110,444 | $189,111 |
| COUNTERPOINT TACTICAL INCOME | $234,131 | $234,698 |
| GUGGENHEIM TOTAL RETURN | $552,433 | $487,123 |
| THORNBURG LTD TERM INCOME | $500,347 | $486,563 |
| FEDERATED HERMES US TREAS CASH | $102,487 | $102,487 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $209 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $209 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVEST INCOME | CategoryTxt |
| Amt | $1,506 | Amt |
| Net Investment Income | $1,506 | NetInvestmentIncomeAmt |