KEMMERER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KEMMERER FAMILY FOUNDATION (EIN 22-3706044)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349101843
- Schema version
- 2025v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:24:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223706044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kemmerer Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % John L Kemmerer III | InCareOfNm |
| Business Name Control | KEMM | BusinessNameControlTxt |
| Phone | 9736351760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Main Street | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L KEMMERER III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9736351760 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $90,141,192 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,084,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,084,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,194,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,106,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,194,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,278,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,278,834 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $150,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $112,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $215,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94,791 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,651 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $384,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $225,942 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,550,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,550,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,934,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $225,942 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,587,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,344,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,052,892 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $808,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $488,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $488,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,414,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,077,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,645,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,006,420 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,222,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,566,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,141,192 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,222,368 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,566,761 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,222,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,566,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,222,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,566,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,222,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,344,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,566,760 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,566,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Cheniere Energy Inc | P | 2025-01-17 | 2025-02-11 | $875,697 | $1,022,075 | -$146,378 | -$146,378 |
| Alphabet Inc | P | 2013-03-05 | 2025-12-02 | $1,640,754 | $125,864 | $1,514,890 | $1,514,890 |
| Deere and Co | P | 2011-04-25 | 2025-01-15 | $2,141,975 | $420,830 | $1,721,145 | $1,721,145 |
| General Mills MLS Inc | P | 2013-07-09 | 2025-01-15 | $466,816 | $375,109 | $91,707 | $91,707 |
| Invesco QQQ | P | 2013-12-10 | 2025-10-21 | $1,039,258 | $146,901 | $892,357 | $892,357 |
| SPDR SER TR Bloomberg | P | 2017-05-22 | 2025-01-15 | $1,262,083 | $794,634 | $467,449 | $467,449 |
| Select Sector SPDR TR Financial | P | 2013-03-07 | 2025-01-17 | $2,244,092 | $736,278 | $1,507,814 | $1,507,814 |
| General Mills MLS Inc | P | 2003-08-19 | 2025-01-15 | $583,520 | $228,249 | $355,271 | $355,271 |
| Microsoft Corp Com | P | 2010-04-23 | 2025-01-15 | $851,960 | $62,190 | $789,770 | $789,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,194,025 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$146,378 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,835 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $125,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,947 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $125,947 | TotalPaymentsAndCreditsAmt |
| Overpayment | $112 | OverpaymentAmt |
| Applied To ES Tax | $112 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kemmerer Resources Corp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736351760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 323 Main Street | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN L KEMMERER III | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | President | 0.00 | $0 | $0 | $0 |
| ELIZABETH K GRAY | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Trsurer | 0.00 | $0 | $0 | $0 |
| CONSTANCE A KEMMERER | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Asst Scrtry | 0.00 | $0 | $0 | $0 |
| PETER F NEJES | ||||||||
| 323 Main Street | Chatham | NJ | 07928 | Trsuer Scrt | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,954,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,956,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $82,956,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,244,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,712,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,085,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,085,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,835 | TotalTaxAmt |
| Distributable Before Adj | $3,959,789 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,959,789 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,959,789 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,587,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,587,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,959,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,537,491 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,587,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,537,491 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,009 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,909,780 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Red Cross | |||||||
| 209 Fairfield Road | Fairfield | NJ | 07004 | NONE | PC | California Wildfires | $100,000 |
| St Stephens Episcopal Church | |||||||
| 119 Main Street | Millburn | NJ | 07041 | NONE | PC | Cemetery Upgrades and maintenance | $75,000 |
| Compass Women's Care | |||||||
| PO Box 436 | Jackson | WY | 83001 | NONE | PC | Pregnant Women Support | $25,000 |
| Rotarun Ski Club | |||||||
| PO Box 2083 | Hailey | ID | 83333 | NONE | PC | Purchase and installation of ski equipment | $158,000 |
| Community Foundation of Texas Hill Country | |||||||
| 241 Earl Garrett Street | Kerrville | TX | 78028 | NONE | PC | Relief aid for Flood victims | $50,000 |
| Community Foundation of Teton Valley | |||||||
| PO Box 1523 | Driggs | ID | 83422 | NONE | PC | Earthfire Institute Wildlife Santucary | $50,000 |
| Legacy Park Trust Inc | |||||||
| 3960 Hwy 21 | Idaho City | ID | 83631 | NONE | PC | Upgrades and improvements to Cowboy campgrounds | $40,000 |
| Turning Point USA | |||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | NONE | PC | Education and Training | $20,000 |
| Independent Women's Forum | |||||||
| 4 Weems Lane Ste 312 | Winchester | VA | 22601 | NONE | PC | Education and Training | $10,000 |
| Community Foundation of Jackson Hole | |||||||
| PO Box 574 | Jackson | WY | 83001 | NONE | PC | Various Community Charitable Efforts | $175,000 |
| Wyoming Catholic Ministries Foundation | |||||||
| PO Box 227 | Cheyenne | WY | 82003 | NONE | PC | Catholic Elentary Schools in Wyoming | $20,000 |
| Arch Community Housing Trust | |||||||
| PO Box 1292 | Ketchum | ID | 83340 | NONE | PC | School District Workforce Housing | $42,000 |
| Teton Valley Ranch Camp Education Foundation | |||||||
| PO Box 4915 | Jackson | WY | 83001 | NONE | PC | Facility Upgrades and Scholarships | $100,000 |
| Hamsfork Museum Inc | |||||||
| PO Box 854 | Kemmerer | WY | 83101 | NONE | PC | Upgrades and exhibits for local museum | $250,000 |
| Thrival Foundation | |||||||
| 604 N 4th | Bellevue | ID | 83313 | NONE | PC | Classes and Camps for women and teens | $10,000 |
| University of Wyoming Foundation | |||||||
| 222 S 22nd Street | Laramie | WY | 82070 | NONE | PC | Free Speech Initiative | $25,000 |
| Dude Ranch Foundation | |||||||
| PO Box 2307 | Cody | WY | 82414 | NONE | PC | Publication of memorial book | $10,000 |
| Project Big Wood | |||||||
| PO Box 5006 | Ketchum | ID | 83340 | NONE | PC | River preservation and maintenance | $200,000 |
| The Advocates | |||||||
| PO Box 3216 | Hailey | ID | 83333 | NONE | PC | Domestic Abuse Preventation and Survivor Support | $200,000 |
| St Luke's Wood River Foundation | |||||||
| PO Box 7005 | Ketchum | ID | 83340 | NONE | PC | Emergency department equipment | $155,000 |
| Ecosystems Sciences Foundation | |||||||
| 202 N 9th Street Ste 400 | Boise | ID | 83702 | NONE | PC | Silver Creek Watershed Program | $20,000 |
| Wood River Land Trust | |||||||
| 119 E Bullion Street | Hailey | ID | 83333 | NONE | PC | Land Conservation | $500,000 |
| Wood River YMCA | |||||||
| PO Box 6801 | Ketchum | ID | 83340 | NONE | PC | Childrens Water Safety and Swim Program | $25,000 |
| Women's Care Center | |||||||
| 260 N Notre Dame Ave | South Bend | IN | 46617 | NONE | PC | Pregnant Women Support | $10,000 |
| Climb Wyoming | |||||||
| PO Box 9494 | Jackson | WY | 83002 | NONE | PC | Single Mother Support and Training | $10,000 |
| Holy Land Christians Society | |||||||
| PO Box 6557 | Falls Church | VA | 22040 | NONE | PC | Orphanage in Israel | $20,000 |
| Diocese of Paterson | |||||||
| 777 Valley Road | Clifton | NJ | 07013 | NONE | PC | Catholic Diocese Program | $10,000 |
| Gifford Youth Achievement Center | |||||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | NONE | PC | Youth Employability Program | $10,000 |
| Brain Chemistry Labs | |||||||
| PO Box 3464 | Jackson | WY | 83001 | NONE | PC | Medical Research | $5,000 |
| A Caring Center for Women | |||||||
| 1986 31st Ave Ste 100 | Vero Beach | FL | 32960 | NONE | PC | Pregnant Women Support | $5,000 |
| Sisters of Christian Charity | |||||||
| 350 Bernardsville Road | Mendham | NJ | 07945 | NONE | PC | Support for Ministry Programs | $5,000 |
| Central Wyoming College | |||||||
| PO Box 4795 | Jackson | WY | 83001 | NONE | PC | Construction and development of Jackson campus | $300,000 |
| Jackson Hole Children's Museum | |||||||
| PO Box 995 | Jackson | WY | 83001 | NONE | PC | Move to New Facility and Exhibits | $75,000 |
| Trust for Public Land | |||||||
| PO Box 917 | Jackson | WY | 83001 | NONE | PC | Land Conservation | $100,000 |
| Flourish Foundation | |||||||
| PO Box 2429 | Ketchum | ID | 83340 | NONE | PC | Student Education Programs | $50,000 |
| St John's Health Foundation | |||||||
| PO Box 428 | Jackson | WY | 83001 | NONE | PC | Wellness Department support | $75,000 |
| Cleveland Clinic Indian River Foundation | |||||||
| PO Box 128 | Vero Beach | FL | 32961 | NONE | PC | Hospital renovations and upgrades | $20,000 |
| Wyoming Rescue Mission | |||||||
| PO Box 2030 | Casper | WY | 82602 | NONE | PC | Support and treatment for homeless | $10,000 |
| Freedom Caucus Foundation | |||||||
| 417 A Street SE | Washington | DC | 20003 | NONE | PC | Education and Training | $100,000 |
| Mahlon S Kemmerer Memorial Park Center | |||||||
| 237 West Broadway | Jim Thorpe | PA | 18229 | NONE | PC | Capital Improvements | $450,000 |
| Corpus Christi Parish | |||||||
| 234 Southern Blvd | Chatham | NJ | 07928 | NONE | PC | Community Members in need | $20,000 |
| Our Lady of the Mountains | |||||||
| PO Box 992 | Jackson | WY | 83001 | NONE | PC | Church Operating Expenses | $10,000 |
| Snake River Fund | |||||||
| PO Box 7033 | Jackson | WY | 83002 | NONE | PC | Scholarships to Fish Camp program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,550,000 | 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 | $2,084,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,194,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,278,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,278,834 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kemmerer Resources Corp | CategoryTxt |
| Amt | $150,000 | Amt |
| Net Investment Income | $112,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 02112025 | |||||||
| Cheniere Energy Inc | 2025-01 | Purchase | 2025-02 | $875,697 | $1,022,075 | Cost | -$146,378 |
| 10212025 | |||||||
| Alphabet Inc | 2013-03 | Purchase | 2025-10 | $1,640,754 | $125,864 | Cost | $1,514,890 |
| 01152025 | |||||||
| Deere and Co | 2011-04 | Purchase | 2025-01 | $2,141,975 | $420,830 | Cost | $1,721,145 |
| 01152025 | |||||||
| General Mills Inc | 2013-07 | Purchase | 2025-01 | $466,816 | $375,109 | Cost | $91,707 |
| 10212025 | |||||||
| Invesco QQQ Trust | 2013-12 | Purchase | 2025-10 | $1,039,258 | $146,901 | Cost | $892,357 |
| 01152025 | |||||||
| SPDR SER Trust | 2017-05 | Purchase | 2025-01 | $1,262,083 | $794,634 | Cost | $467,449 |
| 01172025 | |||||||
| Select Sector SPDR Trust | 2013-03 | Purchase | 2025-01 | $2,244,092 | $736,278 | Cost | $1,507,814 |
| 01152025 | |||||||
| General Mills Inc | 2003-08 | Purchase | 2025-01 | $583,520 | $228,249 | Cost | $355,271 |
| 01152025 | |||||||
| Microsoft Corp | 2010-04 | Purchase | 2025-01 | $851,960 | $62,190 | Cost | $789,770 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fifth Third Bankcorp | $975,000 | $1,006,420 |
| Bond Amortization Discount | $25,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Total Energies | $3,855,684 | $4,308,436 |
| Abbvie Inc | $1,160,298 | $3,198,860 |
| Alphabet Inc | $459,206 | $9,390,000 |
| Bank America Corp | $680,304 | $2,530,000 |
| Chevron Corp | $1,122,949 | $1,066,870 |
| Cisco Sys Inc | $1,516,626 | $2,696,050 |
| Citigroup Inc | $1,516,241 | $3,500,700 |
| Enbridge Inc | $1,132,767 | $1,437,618 |
| Exxon Mobil Corp | $3,046,739 | $4,419,848 |
| Home Depot Inc | $188,502 | $3,441,000 |
| International Business Machs Corp | $1,759,461 | $4,443,150 |
| JP Morgan Chase and Co | $836,570 | $6,444,400 |
| Johnson and Johnson | $768,490 | $2,483,400 |
| Merck and Co Inc | $922,602 | $1,947,310 |
| Microsoft Corp | $566,686 | $9,672,400 |
| Nutrien LTD | $2,932,881 | $3,585,114 |
| Oneok Inc | $1,517,300 | $1,617,000 |
| Oracle Corp | $701,408 | $3,898,200 |
| Qualcomm Inc | $917,840 | $3,421,000 |
| Shell PLC | $1,417,272 | $1,763,520 |
| US Bank Corp Del | $1,669,961 | $2,721,360 |
| United Parcel Svc Inc | $787,406 | $1,190,280 |
| Verizon Communications Inc | $1,518,709 | $1,425,550 |
| Walmart Inc | $1,177,683 | $4,010,760 |
| Invesco QQQ Trust | $350,002 | $2,641,532 |
| SPDR Ser Trust | $554,360 | $1,391,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pershing Custody Fees | $15,889 | $15,889 |
| Bank Fees | $22 | $22 |
| NJ Filing Fees | $33 | $33 |
| Foreign Transaction Fees | $2,160 | $2,160 |
| Statutory Representation Fees | $547 | $547 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $121,000 | |
| Foreign Taxes Withheld | $94,791 | $94,791 |