CORBIN A AND DORICE S MCNEILL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CORBIN A AND DORICE S MCNEILL FOUNDATION (EIN 36-4475641)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-26
IRS object ID
202611469349100111
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-26T09:10:36-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andersen Tax LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 South Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364475641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORBIN A & DORICE S McNEILL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DORICE S MCNEILLInCareOfNm
Business Name ControlCORBBusinessNameControlTxt
Phone3077339278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DORICE McNEILL 525 NW RIDGE RDAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCORBIN MCNEILLPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3077339278PhoneNum
Signature2026-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGabriel WascherPreparerPersonNm
PTINP02146491PTIN
Phone3123573950PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,427,525FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$38,254DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,254DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,533NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$215,918GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,533CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$105,787TotalRevAndExpnssAmt
Total Net Invst Incm$105,787TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,730AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,730AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,473OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,473OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$8InterestRevAndExpnssAmt
Interest Net Invst Incm$8InterestNetInvstIncmAmt
Taxes Rev And Expnss$566TaxesRevAndExpnssAmt
Taxes Net Invst Incm$566TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,777TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,777TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$216,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$216,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$225,777TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,777TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$216,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$119,990ExcessRevenueOverExpensesAmt
Net Investment Income$96,010NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$317,958CashBOYAmt
Cash EOY$314,915CashEOYAmt
Cash EOYFMV$314,915CashEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Corporate Stock BOY$1,069,145CorporateStockBOYAmt
Corporate Stock EOY$946,561CorporateStockEOYAmt
Corporate Stock EOYFMV$1,313,055CorporateStockEOYFMVAmt
Other Assets BOY$353,111OtherAssetsBOYAmt
Other Assets EOY$353,111OtherAssetsEOYAmt
Other Assets EOYFMV$799,555OtherAssetsEOYFMVAmt
Total Assets BOY$1,740,214TotalAssetsBOYAmt
Total Assets EOY$1,614,587TotalAssetsEOYAmt
Total Assets EOYFMV$2,427,525TotalAssetsEOYFMVAmt
Other Liabilities BOY$289OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$289TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,739,925NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,614,587NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,739,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,614,587TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,740,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,614,587TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,739,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$119,990ExcessRevenueOverExpensesAmt
Other Increases-$5,348OtherIncreasesAmt
Subtotal$1,614,587SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,614,587TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB #8861$215,069$148,385$66,684$66,684
DISPOSITION OF RADCLIFFE INTERNATIONAL SPAC$849$0$849$849
FieldValueIRS element (for citing)
Capital Gain Net Income$67,533CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,335InvestmentIncomeExciseTaxAmt
Subtotal$1,335SubtotalAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,672EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$7,672TotalPaymentsAndCreditsAmt
Overpayment$6,337OverpaymentAmt
Applied To ES Tax$6,337AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DORICE S MCNEILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3077339278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 NW RIDGE RDAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CORBIN A MCNEILL JR
525 NW RIDGE ROADJacksonWY83001VICE-PRESIDENT1.0$0$0$0
DORICE S MCNEILL
525 NW RIDGE ROADJacksonWY83001PRESIDENT1.0$0$0$0
MICHELE POIRIER-MCNEILL
5708 Palantine AvenueNorth SeattleWA98103DIRECTOR1.0$0$0$0
CORBIN MCNEILL IV
318 Marshall Vale LnKennett SquarePA19348DIRECTOR1.0$0$0$0
KEVIN MCNEILL
914 Kirby DriveWestchesterPA19380DIRECTOR1.0$0$0$0
ALICIA MCNEILL
DIRECTOR1.0$0$0$010 NGAROMA ROADEPSOMAUCKLANDNZ1023
TIMOTHY MCNEILL
76 Vantine RoadKerhonksonNY12446DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,084,893AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$316,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,401,330TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,401,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,020CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,365,310NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,335TaxBasedOnInvestmentIncomeAmt
Total Tax$1,335TotalTaxAmt
Distributable Before Adj$116,931DistributableBeforeAdjAmt
Distributable Before Ded$116,931DistributableBeforeDedAmt
Distributable As Adjusted$116,931DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$216,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$216,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,931DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$450,089ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$659,545ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$366,148ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$96,860ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$102,233ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,674,875TotalExcessDistributionCyovAmt
Qualifying Distributions$216,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$116,931AppliedToCurrentYearAmt
Remaining Distri From Corpus$99,069RemainingDistriFromCorpusAmt
Total Corpus$1,773,944TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$450,089ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,323,855ExcessDistriCyovToNextYrAmt
Excess From Year4$659,545ExcessFromYear4Amt
Excess From Year3$366,148ExcessFromYear3Amt
Excess From Year2$96,860ExcessFromYear2Amt
Excess From Year1$102,233ExcessFromYear1Amt
Excess From Current Year$99,069ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
COMMUNITY FOUNDATION OF JACKSON HOLE
245 East Simpson Avenue PO Box 57JacksonWY83001NonePCSupport for Local Philanthropy$25,000
THE BRIDGE TO LIFE
14-02 124th StreetCollege PointNY11356NonePCSupport for Medical Assistance and Advancement$5,000
CAN DO MULTIPLE SCLEROSIS
PO Box 5860AvonCO81620NonePCSupport to Deliver Health and Wellness Education Programs to Help Families Living with Multiple Sclerosis$5,000
Foothills Food Bank
PO Box 715CarefreeAZ85377NonePCSupport for Food Banks$5,000
Living and Giving in Christ DIOCESE OF CHEYENNE
PO BOX 227CHEYENNEWY82003NonePCSupport for Church to Carry out Its Religious Mission$50,000
Diocese of Phoenix
400 E Monroe StPhoenixAZ85004NonePCSupport for Church to Carry out Its Religious Mission$20,000
St Peter's College Foundation Trust
NONENCSupport for Education$10,000Mountain RoadEpsomAucklandNZ1023
Foothills Caring Corps
PO Box 831CarefreeAZ85377NonePCSupport for Local Philanthropy$5,000
Northwest Harvest
PO Box 12272SeattleWA98102nonePCSupport for Food Banks$5,000
OUR LADY OF THE MOUNTAINS CHURCH
201 S Jackson StJacksonWY83001NONEPCsupports members of the community in need of food, clothing and assistance with rent or utilities$19,000
OUR LADY OF JOY
36811 N Pima RdCAREFREEAZ85377NONEPCSupport for Church to Carry out Its Religious Mission$18,500
Academy of Notre Dame
560 Sproul RdVillanovaPA19085NONENCSupport for Education$10,000
The Society of St Vincent De Paul
PO Box 13600PhoenixAZ85002NONEPCsupport to feed, clothe and heal individuals and families in need$15,000
D&H Canal Historical Society
PO Box 23High FallsNY12440NONEPCTo explore the full story of the D&H Canal, its history, people, economic and social impact and lasting influence$5,000
Matanho Project
PO Box 640LangleyWA98260NONEPCsupports Zimbabwean musicians and families$5,000
Green Beret Foundation
15618 Summit Park Dr Ste 801MontgomeryTX77356nonePCSupport for the Army's Special Forces soldiers and their families$2,500
Make All Children Smile
14 Falcon WayDurangoCO81302NONEPCSupporting children's education and growth opportunities$5,000
Bella House
PO Box 940802PlanoTX75094NONEPCSupport for mothers experiencing unplanned pregnancies$5,000
STC Home
1419 Main StreetTorringtonWY82240NONEPCSupport for improving the lives of children$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$216,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,254ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,533ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$105,787ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$105,787TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$5,730Amt
Net Investment Income$5,730NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Peter's College Foundation TrustBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1MOUNTAIN ROADAddressLine1Txt
CityEPSOMCityNm
Province Or StateAUKLANDProvinceOrStateNm
CountryNZCountryCd
FieldValueIRS element (for citing)
Grant2025-11-21GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSUPPORT FOR EDUCATIONPurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee11/21/2025DatesOfReportsByGranteeTxt
Verification2025-11-25VerificationDt
Results Of VerificationThe organization provided a completed expenditure responsibility statement on November 21, 2025 detailing the 2025 usage of the donation to be made on November 25, 2025. The organization indicated that the entire $10,000 would be used in 2025.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 8661StockNm
EOY Book Value$946,561EOYBookValueAmt
EOYFMV$1,313,055EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GREENHOUSE OVERSEAS FUND$50,330$50,330$306,122
RADCLIFFE ULTRA SHORT DURATION$302,781$302,781$491,890
RADCLIFFE INTERNATIONAL SPAC$0$0$1,543

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREF PARTNERSDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt-$5,348Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK AND MGMT FEESCategoryTxt
Amt$3,473Amt
Net Investment Income$3,473NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$566Amt
Net Investment Income$566NetInvestmentIncomeAmt

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