TATE FAMILY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TATE FAMILY CHARITABLE TRUST (EIN 82-6070002)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-24
- IRS object ID
- 201222689349100002
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-24T11:49:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826070002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE FAMILY CHARITABLE TRUST ATTN TRENT TATE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TATE | NameControl |
| Phone | 2083447092 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2144 TABLEROCK ROAD | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83712 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | CHAIRMAN | Title |
| Phone | 2083447092 | Phone |
| Date Signed | 2012-09-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRAVIS W BURGESS | Name |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | Phone |
| Date Prepared | 2012-09-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 761371 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 20450 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20450 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -9310 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 114978 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 11140 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20450 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1642 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 183 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 47 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 47 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1874 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1690 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 184 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37374 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1690 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35684 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26234 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18760 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14629 | CashBOY |
| Cash EOY | 13599 | CashEOY |
| Cash EOYFMV | 13599 | CashEOYFMV |
| Investments Corp Stock BOY | 781293 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 756089 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 747772 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 795922 | TotalAssetsBOY |
| Total Assets EOY | 769688 | TotalAssetsEOY |
| Total Assets EOYFMV | 761371 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 795922 | CapitalStockBOY |
| Capital Stock EOY | 769688 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 795922 | TotalNetAssetsBOY |
| Total Net Assets EOY | 769688 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 795922 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 769688 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 795922 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26234 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 769688 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 769688 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 860.585 SHARES TEMPLETON GLOBAL OPPTYS TR A | P | 2008-01-01 | 2011-01-25 | 15809 | 21028 | -5219 | -5219 |
| 12.530 SHARES TEMPLETON GLOBAL OPPTYS TR A | P | 2011-01-01 | 2011-01-25 | 230 | 306 | -76 | -76 |
| 200 SHARES HEWLETT PACKARD CO | P | 1997-12-03 | 2011-03-01 | 8392 | 4981 | 3411 | 3411 |
| 37 SHARES FIRST SOLAR INC | P | 2008-04-25 | 2011-05-06 | 4753 | 10936 | -6183 | -6183 |
| 350 SHARES NSTART | P | 2008-02-05 | 2011-11-21 | 15190 | 11684 | 3506 | 3506 |
| 2465.931 SHARES VK CENTRAL EQUITY TRUST SER 21 | P | 2008-01-01 | 2011-11-21 | 20940 | 23408 | -2468 | -2468 |
| 69.069 SHARES VK CENTRAL EQUITY TURST SER 21 | P | 2011-01-01 | 2011-11-21 | 587 | 602 | -15 | -15 |
| 2622.081 SHARES VK CENT EQTY DIVID INCOME 28 | P | 2008-01-01 | 2011-11-21 | 19188 | 25023 | -5835 | -5835 |
| 72.919 SHARES VK CENTEQTY DIVID INCOME 28 | P | 2011-01-01 | 2011-11-21 | 534 | 545 | -11 | -11 |
| .467 SHARES VK CENTRAL EQUITY TRUST SER 21 | P | 2011-09-21 | 2011-11-25 | 4 | 4 | 0 | 0 |
| .186 SHARES VK CENT EQTY DIVID INCOME 28 | P | 2011-09-21 | 2011-11-25 | 1 | 1 | 0 | 0 |
| 71 SHARES CANADIAN NATIONAL RAILWAY CO | P | 2007-08-10 | 2011-12-22 | 5259 | 3873 | 1386 | 1386 |
| 28 SHARES IBM | P | 2008-04-25 | 2011-12-22 | 4951 | 3524 | 1427 | 1427 |
| 65 SHARES PROCTER & GAMBLE CO | P | 2005-08-11 | 2011-12-22 | 4182 | 3546 | 636 | 636 |
| 422 SHARES WALGREEN CO | P | 2010-10-25 | 2011-12-22 | 13651 | 14827 | -1176 | -1176 |
| SHORT TERM CAP GAIN DIST MUTUAL GLOBAL DISCOVERY FD A | P | 2011-01-01 | 2011-09-06 | 324 | 324 | 324 | |
| LONG TERM CAP GAIN DIST MUTUAL GLOBAL DISCOVERY FD A | P | 2008-01-01 | 2011-09-06 | 983 | 983 | 983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9310 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 38017 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 743307 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051146 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43135 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 673874 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.064010 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 48439 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 877190 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055221 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42970 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1054532 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040748 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35036 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 962220 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036412 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247537 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049507 | AverageDistributionRatio |
| Net Noncharitable Assets | 782284 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38729 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 188 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38917 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35684 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 375 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 375 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 375 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1997 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1997 | TotalCreditsAndPayments |
| Overpayment | 1622 | Overpayment |
| Amount Credited To Next Year | 1622 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | ID | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TRENTON TATE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2083369958 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2144 TABLE ROCK | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SYDNEY P TATE | ||||||||
| 1631 HOLLY STREET | BOISE | ID | 83712 | CHAIRMAN | 0.50 | 0 | 0 | 0 |
| MARY J TATE | ||||||||
| 1631 HOLLY STREET | BOISE | ID | 83712 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| PAULA BRAMBLE | ||||||||
| 3016 GEKELER LANE | BOISE | ID | 83706 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| ERIC TATE | ||||||||
| 1025 E FRANKLIN | BOISE | ID | 83712 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| TRENTON TATE | ||||||||
| 2144 TABLE ROCK | BOISE | ID | 83712 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| CLINTON TATE | ||||||||
| PO BOX 6404 | BOISE | ID | 83707 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 781241 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12956 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 794197 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 794197 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11913 | CashDeemedCharitable |
| Net Noncharitable Assets | 782284 | NetNoncharitableAssets |
| Minimum Investment Return | 39114 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39114 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 375 | TaxBasedOnInvestmentIncome |
| Total Tax | 375 | TotalTax |
| Distributable Amount Before Adj | 38739 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38739 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38739 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35684 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35684 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35684 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38739 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 32103 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35684 | QualifyingDistributions |
| Applied To Year1 | 32103 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3581 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 35158 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF BOISE | |||||||
| PO BOX 140104 | BOISE | ID | 83714 | NONE | PUBLIC | OPERATION SCHOOL BELL | $500 |
| BOISE RESCUE MISSION | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PUBLIC | HOMELESS PROGRAM | $2,000 |
| BOISE SCHOOLS FOUNDATION | |||||||
| 8169 W VICTORY RD | BOISE | ID | 83709 | NONE | PUBLIC | EDUCATIONAL SUPPORT | $5,000 |
| CHILDRENS SCHOOL BUILDING FUND | |||||||
| 1015 N 8TH ST | BOISE | ID | 83702 | NONE | PUBLIC | BUILDING FUND SUPPORT | $1,000 |
| CHRYSALIS WOMENS TRANSITIONAL LIVING | |||||||
| 2501 W STATE ST | BOISE | ID | 83707 | NONE | PUBLIC | TRANSITIONAL PROGRAM | $2,000 |
| CITY LIGHT FOR WOMEN AND CHILDREN | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | NONE | PUBLIC | HOMELESS SERVICE | $2,000 |
| COLLEGE OF IDAHO | |||||||
| 2112 E CLEVELAND BLVD | CALDWELL | ID | 83605 | NONE | PUBLIC | EDUCATIONAL SUPPORT | $1,500 |
| IDAHO FOODBANK WAREHOUSE | |||||||
| PO BOX 2055 | BOISE | ID | 83701 | NONE | PUBLIC | WELFARE | $4,000 |
| INTERFAITH SANCTUARY HOUSING SERVICES | |||||||
| PO BOX 9334 | BOISE | ID | 83707 | NONE | PUBLIC | HOMELESS SERVICE | $2,500 |
| LIFES KITCHEN | |||||||
| PO BOX 6286 | BOISE | ID | 83707 | NONE | PUBLIC | TRAINING AND EDUCATION | $1,500 |
| NATURE CONSERVANCY OF IDAHO | |||||||
| PO BOX 165 | SUN VALLEY | ID | 83353 | NONE | PUBLIC | ENVIRONMENTAL ISSUES | $1,000 |
| TERRY REILLY HEALTH SERVICES | |||||||
| PO BOX 0009 | NAMPA | ID | 83653 | NONE | PUBLIC | MEDICAL SERVICES FOR DISADVANTAGED | $4,000 |
| WALLOWA VALLEY MUSIC ALLIANCE | |||||||
| PO BOX 148 | ENTERPRISE | OR | 97828 | NONE | PUBLIC | ARTS AND EDUCATION SUPPORT | $1,500 |
| WAWENOCK CAMP SCHOLARSHIP FUND | |||||||
| 33 WAWENOCK RD | RAYMON | ME | 04071 | NONE | PUBLIC | EDUCATIONAL SUPPORT | $1,000 |
| YMCA | |||||||
| 1050 W STATE ST | BOISE | ID | 83702 | NONE | PUBLIC | EDUCATION & PROGRAM SUPPORT | $1,000 |
| WYAKIN WARRIORS | |||||||
| 9249 W BAY STREAM CT | GARDEN CITY | ID | 83714 | NONE | PUBLIC | WOUNDED VETERANS ASSISTANCE | $1,500 |
| THE SALVATION ARMY | |||||||
| 1904 W BANNOCK | BOISE | ID | 83702 | NONE | PUBLIC | HEALTH & WELFARE | $1,000 |
| SPEEDY FOUNDATION CO THE PARK CITY FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | NONE | PUBLIC | SUICIDE HOTLINE; SUICIDE PREVENTION | $1,000 |
| ANIMALS IN DISTRESS | |||||||
| PO BOX 7263 | BOISE | ID | 83707 | NONE | PUBLIC | HUMANITIES | $500 |
| COLE ARTS & SCIENCE ACADEMY | |||||||
| 3240 HUMBOLDT ST | DENVER | CO | 80205 | NONE | PUBLIC | EDUCATIONAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,450 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$9,310 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,140 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11140 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,825 | Amount |
| Net Investment Income | 1642 | NetInvestmentIncome |
| Disbursements Charitable Prps | 183 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY SECURITIES | NameOfStock |
| EOY Book Value | 756089 | EOYBookValue |
| EOYFMV | 747772 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS FEES | Description |
| Revenue And Expenses Per Books | 2 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $47 | Amount |
| Net Investment Income | 47 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |