AMIE BOSWELL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMIE BOSWELL FOUNDATION INC (EIN 43-6535572)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-09
- IRS object ID
- 202610999349101411
- Schema version
- 2024v5.5
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T14:24:12-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 PENNSYLVANIA AVE STE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436535572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSWELL-KENNETT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSW | BusinessNameControlTxt |
| Phone | 4175884151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON AVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 655363601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMIE BOSWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4175884151 | PhoneNum |
| Signature | 2026-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRABER | PreparerPersonNm |
| PTIN | P01022694 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2026-04-03 | 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 | $346,452 | 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 | $138,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,365 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,445 | CashEOYAmt |
| Cash EOYFMV | $2,445 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $108,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $140,928 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $116,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $116,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $116,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $116,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $292,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $346,452 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $292,066 | RetainedEarningBOYAmt |
| Retained Earning EOY | $344,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $347,251 | SubtotalAmt |
| Other Decreases | $2,375 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $344,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $147,762 | $74,871 | $72,891 | $72,891 |
| CAPITAL GAINS DIVIDENDS | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,893 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $988 | 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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMIE BOSWELL-KENNETT | IndividualWithBooksNm |
| Phone | 4175884151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AMIE BOSWELL-KENNETT | ||||||||
| 28 MANN DRIVE | KENTFIELD | CA | 94904 | PRESIDENT, TREASURER, SECRETARY | 1.00 | $0 | $0 | $0 |
| GREG KENNETT | ||||||||
| 28 MANN DRIVE | KENTFIELD | CA | 94904 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RAMONA M DEWANE | ||||||||
| 28 MANN DRIVE | KENTFIELD | CA | 94904 | DIRECTOR | 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 | $100,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $287,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $282,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,024 | TotalTaxAmt |
| Distributable Before Adj | $13,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,113 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,776 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,776 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,362 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,456 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,776 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,663 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $456,981 | 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 | $73,082 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $383,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,206 | ExcessFromYear4Amt |
| Excess From Year3 | $48,362 | ExcessFromYear3Amt |
| Excess From Year2 | $110,212 | ExcessFromYear2Amt |
| Excess From Year1 | $26,456 | ExcessFromYear1Amt |
| Excess From Current Year | $143,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMIE BOSWELL-KENNETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4175884151 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING; INCLUDE BACKGROUND OF ORGANIZATION, 501(C)(3) EXEMPTION LETTER, PURPOSE FOR WHICH MONEY IS TO BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY | |||||||
| 9600 SW BARNES ROAD 200 | PORTLAND | OR | 97225 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $250 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $10,088 | |
| K9REUNITE | |||||||
| 1087 VALLEY FORGE DR | SUNNYVALE | CA | 94087 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $500 | |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $10,000 | |
| MANDOS MISSION | |||||||
| 222 MOUNT ZION CHURCH ROAD | THOMASVILLE | NC | 27360 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $5,000 | |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $500 | |
| MARIN ART & GARDEN CENTER | |||||||
| PO BOX 437 30 SIR FRANCIS DRAKE | ROSS | CA | 94957 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $36,638 | BLVD |
| MARK DAY SCHOOL | |||||||
| 39 TRELLIS DRIVE | SAN RAFAEL | CA | 94903 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $500 | |
| MARTIS CAMP FOUNDATION | |||||||
| 7951 FLEUR DU LAC DRIVE | TRUCKEE | CA | 96161 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $500 | |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $1,000 | |
| SUMMER SEARCH | |||||||
| 304 12TH STREET SUITE 4A | OAKLAND | CA | 94607 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $5,000 | |
| THE WEST POINT INN ASSOCIATION | |||||||
| 4040 CIVIC CENTER DRIVE STE 200 | SAN RAFAEL | CA | 94903 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $250 | |
| UNIVERISTY OF MISSOURI ALUMNI ASSOCIATION | |||||||
| 123 D W REYNOLDS ALUMNI VISITOR C | COLUMBIA | MO | 65211 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $75,000 | |
| WESTIMINISTER PRESBYTERIAN CHURCH | |||||||
| 240 TIBURON BLVD | BELVEDERE TIBURON | CA | 94920 | PC | FOR THE EXEMPT PURPOSE OF THIS ORGANIZATION | $10,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,726 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,365 | 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 | INDEPENDENT STAVE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1078 S JEFFERSON | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 65536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $138,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS C | $470 | $960 |
| ANGEL OAK INCOME ETF | $2,087 | $2,094 |
| BANC CALIFORNIA INC DEP | $2,077 | $2,221 |
| FIDELITY EMERGING MARKETS INDEX FUND-FAI | $8,500 | $8,450 |
| FIDELITY INTERNATIONAL INDEX FUND | $35,000 | $35,161 |
| FIDELITY LARGE CAP GROWTH INDEX FUND | $35,000 | $35,135 |
| FIDELITY LARGE CAP VALUE INDEX FUND - INS PR | $35,000 | $35,863 |
| FIDELITY MID CAP GROWTH INDEX FUND | $7,800 | $7,519 |
| FIDELITY MID CAP VALUE INDEX FUND | $7,800 | $7,864 |
| FIDELITY SMALL CAP INDEX INC PREMIUM | $5,000 | $5,042 |
| ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIES ETF | $618 | $619 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,375 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT TERMINATION FEE | Desc |
| Revenue And Expenses Per Books | $204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY/MANAGEMENT FEES | CategoryTxt |
| Amt | $1,408 | Amt |
| Net Investment Income | $1,408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FOREIGN | $39 | $39 | $0 |
| TAXES - TAX YEAR 2021 EXCISE PAYMENT | $153 | $0 | $0 |
| TAXES - TAX YEAR 2023 EXTENSION PAYMENT | $50 | $0 | $0 |