POWER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- POWER FOUNDATION INC (EIN 46-4327757)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202641259349102699
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T17:00:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464327757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 2087883456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 S SILVERSTONE WAY 200 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FERRAL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2087883456 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN L PECK CPA | PreparerPersonNm |
| PTIN | P00487608 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| 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 | $6,922,246 | 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 | $176,208 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,208 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,507 | 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 | $3,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $693 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,772 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $648 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$209,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,733 | CashBOYAmt |
| Cash EOY | $69,821 | CashEOYAmt |
| Cash EOYFMV | $69,821 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,450,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,449,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,506,238 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,335,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,171,321 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,320,353 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,925,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,716,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,922,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,925,993 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,716,966 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,925,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,716,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,925,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,716,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,925,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$209,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,716,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,716,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $355,023 | $354,924 | $99 | $99 | |
| CAPITAL GAINS DIVIDENDS | $200 | $200 | $200 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,538 | OverpaymentAmt |
| Applied To ES Tax | $3,538 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087883456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 S SILVERSTONE WAY 200 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | 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 (10 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 KUMM | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | PRESIDENT / DIRECTOR - THRU JAN 3 | 1.00 | $0 | $0 | $0 |
| JANET METZGER | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | PRESIDENT / DIRECTOR - FROM MARCH 12 | 1.00 | $0 | $0 | $0 |
| ANDY RATZKIN - DIRECTOR - FROM FEB | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | 20 / VP / CHAIRMAN - FROM MARCH 12 | 1.00 | $0 | $0 | $0 |
| MARIA FERRAL | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | TREASURER / DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICE NORDSTROM | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KAYCE MCEWAN | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR - THRU JUNE 1 | 1.00 | $0 | $0 | $0 |
| GINO GIUMARRO | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH KUCHERA | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR - FROM MARCH 12 | 1.00 | $0 | $0 | $0 |
| SARA MICHAELS | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR - FROM MAY 21 | 1.00 | $0 | $0 | $0 |
| SHAWN JACKSON | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR - FROM JUNE 1 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO CLEARING SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 MARKET STREET | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $69,852 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,880,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,013,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,013,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,908,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,462 | TotalTaxAmt |
| Distributable Before Adj | $343,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $343,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $343,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $306,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $343,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $210,300 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $210,300 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $247,702 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BELLEVUE ELEMENTARY SCHOOL | ||||||||
| 305 N 5TH STREET | BELLEVUE | ID | 83313 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| BOISE STATE UNIVERSITY FOUNDATION | ||||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| GIRL SCOUTS OF SILVER SAGE COUNCIL | ||||||||
| 8948 W BARNES STREET | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| IDAHO BOTANICAL GARDEN | ||||||||
| 2355 OLD PENITENTIARY ROAD | BOISE | ID | 83712 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,300 | |
| IDAHO SOCIETY OF PROFESSIONAL ENGINEERS FOUNDATION | ||||||||
| PO BOX 170239 | BOISE | ID | 837170239 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 | |
| WOMAN INNOVATORS INC | ||||||||
| 5719 E GATEWAY DR | BOISE | ID | 83716 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| BRIDGER PUBLIC SCHOOLS | ||||||||
| 106 N 4TH STREET | BRIDGER | MT | 59014 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| HEART MATH TUTORING | ||||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||||
| UNION BUILDING 2121 EUCLID AVE STE | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $73,356 | 501 |
| EMERSON PARENTS FOR STEM | ||||||||
| 133 MAIN STREET | EMERSON | NJ | 07630 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| CENTRAL LANE ROBOTICS | ||||||||
| 2545 ALDER STREET | EUGENE | OR | 97405 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,400 | |
| FREEPORT HIGH SCHOOL | ||||||||
| 30 HOLBROOK STREET | FREEPORT | ME | 04032 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| GOODING ELEMENTARY SCHOOL | ||||||||
| 1045 7TH AVENUE WEST | GOODING | ID | 83330 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,700 | |
| WOOD RIVER MIDDLE SCHOOL | ||||||||
| 900 2ND AVENUE NORTH | HAILEY | ID | 83333 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| EXPLORATIONWORKS INC | ||||||||
| 995 CAROUSEL WAY | HELENA | MT | 59601 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,875 | |
| ERNEST B DESILVA ELEMENTARY PTA | ||||||||
| 278 AINAKO AVENUE | HILO | HI | 96720 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| IMAGINEWORKS | ||||||||
| 4680 KALANIANAOLE HWY | HONOLULU | HI | 96821 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| SCHOOL DISTRICT OF HUDSON | ||||||||
| 644 BRAKKE DRIVE | HUDSON | WI | 54016 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,500 | |
| KLAMATH COUNTY SCHOOL DISTRICT | ||||||||
| 4727 HOMEDALE ROAD | KLAMATH FALLS | OR | 97601 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,395 | |
| MAZAMA HIGH SCHOOL | ||||||||
| 3009 SUMMERS LANE | KLAMATH FALLS | OR | 97601 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,300 | |
| OREGON SECTION OF THE AMERICAN SOCIETY OF CIVIL ENGINEERS | ||||||||
| 5 CENTERPOINTE DRIVE SUITE 350 | LAKE OSWEGO | OR | 97035 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| SOCIETY OF WOMEN ENGINEERS | ||||||||
| 1090 S WASDWORTH BLVD | LAKEWOOD | CO | 80226 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| LEWISTON HIGH SCHOOL | ||||||||
| 3201 CECIL ANDRUS WAY | LEWISTON | ID | 83501 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,750 | |
| LEWISTON HIGH SCHOOL | ||||||||
| 3201 CECIL ANDRUS WAY | LEWISTON | ID | 83501 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $7,500 | |
| PINECREST ACADEMY OF LEWISTON | ||||||||
| 1212 9TH AVENUE | LEWISTON | ID | 83501 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| CHILDREN'S MUSEUM OF IDAHO | ||||||||
| 790 S PROGRESS AVENUE | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 2331 | MOSCOW | ID | 838442331 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 2331 | MOSCOW | ID | 838442331 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 3143 | MOSCOW | ID | 838443143 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $14,144 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 2331 | MOSCOW | ID | 838442331 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DRIVE MS 3143 | MOSCOW | ID | 838443143 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| COLUMBIA HIGH SCHOOL | ||||||||
| 301 S HAPPY VALLEY ROAD | NAMPA | ID | 83687 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| FORT ZUMWALT SCHOOL DISTRICT | ||||||||
| 1138 TOM GINNEVER AVE | OFALLON | MO | 63366 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $7,500 | |
| UNIFIED SCHOOL DISTRICT #233 | ||||||||
| 900 N WOODLAND ST | OLATHE | KS | 66061 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| UNIVERSITY OF MAINE FOUNDATION | ||||||||
| BUCHANAN ALUMNI HOUSE TWO ALUMNI | ORONO | ME | 044695792 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $6,000 | PLACE |
| SOCIETY OF WOMEN ENGINEERS - KANSAS CITY | ||||||||
| PO BOX 7346 | OVERLAND PARK | KS | 66207 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| PICKERINGTON LOCAL SCHOOL DISTRICT | ||||||||
| 500 SYCAMORE CREEK STREET | PICKERINGTON | OH | 43147 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| FRANCIS HOWELL HIGH SCHOOL BAND BOOSTERS ASSOC | ||||||||
| 7001 S HIGHWAY 94 | SAINT CHARLES | MO | 63304 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| SHERWOOD CHARTER SCHOOL | ||||||||
| 23264 SW MAIN STREET | SHERWOOD | OR | 97140 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| SHOSHONE SCHOOL DISTRICT | ||||||||
| 61 E HIGHWAY 24 | SHOSHONE | ID | 83352 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| CAPITAL AREA WOODWORKER'S GUILD | ||||||||
| PO BOX 9562 | SPRINGFIELD | IL | 62791 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,250 | |
| CURATORS OF THE UNIVERSITY OF MISSOURI SPECIAL TRUST | ||||||||
| ONE UNIVERSITY BLVD 204 WEEDS HALL | ST LOUIS | MO | 631212020 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| THE MAGIC HOUSE | ||||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| STEVENS POINT AREA SENIOR HIGH | ||||||||
| 1201 NORTH POINT DRIVE | STEVENS POINT | WI | 54481 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| WESTSIDE CHRISTIAN HIGH SCHOOL | ||||||||
| 8200 SW PFAFFLE STREET | TIGARD | OR | 97223 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $7,500 | |
| MOORE MIDDLE SCHOOL | ||||||||
| 2102 E DEVINE ST | TYLER | TX | 75701 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $8,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,770 | 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 | $176,208 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,507 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,507 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,465 | Amt |
| Net Investment Income | $693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,772 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND SHARES CLASS A | $62,557 | $81,027 |
| AMERICAN WATER WORKS CO INC | $85,050 | $82,737 |
| AMGEN INC | $59,957 | $72,336 |
| ANALOG DEVICES INC | $56,815 | $266,900 |
| AUTOMATIC DATA PROCESSING | $57,016 | $166,975 |
| BLACKROCK INC COM NEW | $79,060 | $212,998 |
| CARRIER GLOBAL CORP | $14,828 | $38,992 |
| CENCORA INC | $79,070 | $332,444 |
| CINTAS CORP | $59,935 | $101,558 |
| CISCO SYSTEMS INC | $72,625 | $130,874 |
| COLGATE-PALMOLIVE CO | $119,137 | $124,507 |
| COMCAST CORP NEW CL A | $135,193 | $83,931 |
| COMMERCE BANCSHARES INC | $135,045 | $132,106 |
| COSTCO WHSL CORP NEW | $102,766 | $326,052 |
| ECOLAB INC | $79,076 | $168,338 |
| EXXON MOBIL CORP | $119,509 | $224,992 |
| FACTSET RESEARCH SYSTENMS | $102,556 | $82,704 |
| HONEYWELL INTERNATIONAL INC | $115,605 | $121,931 |
| ILLINOIS TOOL WORKS INC | $119,819 | $137,682 |
| JOHNSON & JOHNSON | $79,367 | $134,452 |
| LINDE PLC NEW | $60,142 | $77,603 |
| LOWES COMPANIES INC | $79,082 | $234,623 |
| L3HARRIS TECHNOLOGIES INC | $124,781 | $184,949 |
| MICROSOFT CORP | $39,997 | $317,027 |
| MONDELEZ INTL INC | $129,982 | $111,966 |
| NEXTERA ENERGY INC | $62,599 | $89,833 |
| NIKE INC | $78,954 | $88,474 |
| OTIS WORLDWIDE CORP | $20,684 | $32,145 |
| PEPSICO INCORPORATED | $79,339 | $106,446 |
| PROCTER & GAMBLE CO | $60,032 | $57,324 |
| PROLOGIS INC | $60,052 | $63,192 |
| S&P GLOBAL INC | $74,766 | $135,351 |
| SOLSTICE ADVANCED MATLS COM | $7,123 | $7,579 |
| STRYKER CORP | $79,133 | $225,644 |
| SYSCO CORPORATION | $45,027 | $38,687 |
| T ROWE PRICE GROUP INC | $59,885 | $51,804 |
| TARGET CORP | $59,977 | $35,972 |
| TEXAS INSTRUMENTS INC | $62,611 | $80,326 |
| TRACTOR SUPPLY COMPANY | $60,054 | $68,014 |
| UNION PACIFIC CORP | $119,931 | $127,920 |
| UNITED PARCEL SERVICE-B | $79,375 | $73,153 |
| UNITEDHEALTH GROUP | $74,723 | $78,896 |
| WALT DISNEY COMPANY | $79,900 | $50,628 |
| WEC ENERGY GROUP INC | $56,840 | $97,838 |
| ZOETIS INC CLASS A | $60,015 | $47,308 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK RESOURCES & COMMODITIES STRATEGY | AT COST | $328,578 | $440,847 |
| FEDERATED HERMES ULTRASHORT BOND FUND | AT COST | $270,000 | $272,928 |
| GOLDMAN SACH FINL SQUARE TREAS OBLIGS | AT COST | $188,339 | $188,340 |
| FEDERATED HERMES US TREASURY CASH RESERVES CL IS | AT COST | $248,263 | $248,263 |
| JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I | AT COST | $136,141 | $169,975 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $69,974 | Amt |
| Net Investment Income | $69,974 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,677 | $0 | $0 |
| FOREIGN TAX | $648 | $648 | $0 |