BEWS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEWS FOUNDATION (EIN 81-2200028)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-14
- IRS object ID
- 202222579349100727
- Schema version
- 2021v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T14:26:13-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820476132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIPLEY DOORN & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837091676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812200028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEWS | BusinessNameControlTxt |
| Phone | 2087314740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GREEN ACRES DRIVE | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833013319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D BRAGA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2087314740 | PhoneNum |
| Signature | 2022-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY D | PersonFirstNm |
| Person Last | BRAGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MCKENNA THOMPSON CPA | PreparerPersonNm |
| PTIN | P01289585 | PTIN |
| Phone | 2083750550 | PhoneNum |
| Preparation | 2022-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,214,147 | 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 |
| Interest On Sav Rev And Expnss | $136,852 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,852 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,438 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,800 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,800 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,957 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,324,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,881,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,324,613 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,445 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,879,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,879,148 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,520 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $18,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,963 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $36,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,849 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,237 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,982 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,982 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $403 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $403 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,668 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,797 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $274,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $876,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $876,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,150,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $952,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $728,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,693,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,119 | CashBOYAmt |
| Cash EOY | $171,568 | CashEOYAmt |
| Cash EOYFMV | $171,568 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $383,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,149 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,601,839 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,720,129 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,722,440 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,608,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,359,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,077,458 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,880,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,258,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,329,547 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,596,852 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,225,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,729,985 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,189,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,918,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,214,147 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,189,686 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,918,011 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,189,686 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,918,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,189,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,918,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,189,686 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $728,325 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,918,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,918,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FIDELITY ACCT 2230 | P | $576,848 | $581,393 | -$4,545 | -$4,545 | ||
| FIDELITY ACCT 2230 | P | $1,506,050 | $1,480,958 | $25,092 | $25,092 | ||
| 3147 W BELLTOWER DR. | D | $710,000 | $387,146 | $322,854 | $322,854 | 2018-10-31 | 2021-10-29 |
| 3171 & 3149 W QUINTALE | D | $1,756,012 | $1,107,073 | $648,939 | $648,939 | 2018-10-31 | 2021-09-28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,324,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,539 | SubtotalAmt |
| Tax Based On Investment Income | $23,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $9,455 | OverpaymentAmt |
| Applied To ES Tax | $9,455 | 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 |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEWSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083750550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 SOUTH ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL W SULLIVAN | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $19,800 | $0 | $0 |
| LARRY D BRAGA | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 4.00 | $43,800 | $0 | $0 |
| DEREK PICA | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 4.00 | $43,800 | $0 | $0 |
| LOIS K FLETCHER | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $19,800 | $0 | $0 |
| JOHN BERG | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $19,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,789,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $732,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,589,262 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,110,864 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $23,110,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $346,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,764,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,138,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,138,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,539 | TotalTaxAmt |
| Distributable Before Adj | $1,114,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,114,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,114,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $952,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $952,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,114,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $855,196 | UndistributedIncomePYAmt |
| Qualifying Distributions | $952,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $855,196 | AppliedToYear1Amt |
| Applied To Current Year | $97,004 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,017,667 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEREK PICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083364144 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOISE STATE UNIVERSITY FOUNDATION | ||||||
| 1173 W UNIVERSITY DRIVE | BOISE | ID | 83706 | PC | SCHOLARSHIP | $50,000 |
| THE IDAHO FOODBANK | ||||||
| 3562 SOUTH TK AVE | BOISE | ID | 83705 | PC | GENERAL OPERATIONS | $15,000 |
| ASSISTANCE LEAGUE OF BOISE | ||||||
| PO BOX 343 | CALDWELL | ID | 83606 | PC | CHILDREN'S ESSENTIALS | $12,000 |
| COLLEGE OF IDAHO | ||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | PC | SCHOLARSHIP | $50,000 |
| WEST ADA SCHOOLS EDUCATION FOUND | ||||||
| 1303 E CENTRAL DRIVE | MERIDIAN | ID | 83642 | PC | AMBASSADOR LEADERSHIP CAMP | $2,500 |
| CORPUS CHRISTI HOUSE | ||||||
| 525 S AMERICANA BLVD | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $17,000 |
| FIDELITY INV CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 |
| LIFE'S KITCHEN | ||||||
| 8574 W FAIRVIEW AVE | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $15,000 |
| THE IDAHO FOODBANK | ||||||
| 3562 SOUTH TK AVE | BOISE | ID | 83705 | PC | GENERAL OPERATIONS | $20,000 |
| MERIDIAN FOOD BANK | ||||||
| 133 W BROADWAY AVE | MERIDIAN | ID | 83642 | PC | GENERAL OPERATIONS | $10,000 |
| GIRLS ON THE RUN TREASURE VALLEY | ||||||
| 816 W BANNOCK STB70 | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $5,000 |
| WOMEN'S & CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $30,000 |
| WOMEN'S & CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 |
| SENIOR CARE RESOURCE FOUNDATION | ||||||
| PO BOX 3508 | NAMPA | ID | 83653 | PC | GENERAL OPERATIONS | $10,000 |
| MEALS ON WHEELS | ||||||
| 4900 N ROSEPOINT WAY | BOISE | ID | 83713 | PC | GENERAL OPERATIONS | $10,000 |
| DRY CREEK HISTORICAL SOCIETY | ||||||
| 5006 W FARM CT | BOISE | ID | 83714 | PC | GENERAL OPERATIONS | $10,000 |
| BIG BROTHERS BIG SISTERS OF SW ID | ||||||
| 7609 EMERALD ST | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $25,000 |
| BRONCO ATHLETIC ASSOCIATION | ||||||
| 1464 W UNIVERSITY DR | BOISE | ID | 83706 | PC | GENERAL OPERATIONS | $50,000 |
| FAMILY ADVOCATE PROGRAM | ||||||
| 3010 W STATE ST | BOISE | ID | 83703 | PC | GENERAL OPERATIONS | $25,000 |
| BOYS & GIRLS CLUBS OF ADA COUNTY | ||||||
| 610 E 42ND ST | GARDEN CITY | ID | 83714 | PC | GENERAL OPERATIONS | $100,000 |
| TRICA | ||||||
| 1406 W EASTMAN ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $35,000 |
| SAINT ALPHONSUS FOUNDATION | ||||||
| 6090 EMERALD ST | BOISE | ID | 83704 | PC | GENERAL PURPOSE | $50,000 |
| BOISE STATE UNIVERSITY FOUNDATION | ||||||
| 1173 W UNIVERSITY DRIVE | BOISE | ID | 83706 | PC | SCHOLARSHIP | $25,000 |
| FIDELITY INV CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 |
| FIDELITY INV CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $876,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,852 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,438 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$1,957 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,324,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,869,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,869,391 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING- BEWS FOUNDATION | $11,780 | $11,780 |
| ACCOUNTING- PRIMELAND | $7,183 | $7,183 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BUCKINGHAM BONDS | BondNm |
| EOY Book Value | $2,258,295 | EOYBookValueAmt |
| EOYFMV | $2,329,547 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BUCKINGHAM STOCK | StockNm |
| EOY Book Value | $12,359,843 | EOYBookValueAmt |
| EOYFMV | $16,077,458 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,720,129 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,722,440 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIMELAND INVESTMENT GROUP, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,225,027 | BookValueAmt |
| EOYFMV | $1,729,985 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES- PRIMELAND | CategoryTxt |
| Legal Fees | $4,520 | LegalFeesAmt |
| Net Investment Income | $4,520 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL 12080 W HUBBARD RD | |||
| MANAGEMENT FEE | $1,140 | $1,140 | |
| REPAIRS AND MAINTENANCE | $1,776 | $1,776 | |
| INSURANCE EXPENSE | $873 | $873 | |
| HUBBARD POSTAGE | $42 | $42 | |
| EXPENSES | |||
| BANK FEES | $18 | $18 | |
| DUES & SUBSCRIPTIONS | $780 | $780 | |
| OFFICE SUPPLIES | $204 | $204 | |
| INSURANCE EXPENSE | $750 | $750 | |
| OTHER FEES | $1,546 | $1,546 | |
| MEALS AND ENTERTAINMENT | $267 | $267 | |
| INVESTMENT EXPENSES | $1,747 | $1,747 | |
| INSURANCE PRIMELAND | $307 | $307 | |
| BANK FEES- PRIMELAND | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATER RIGHTS INCOME | Desc |
| Revenue And Expenses Per Books | $7,445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,445 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $36,849 | Amt |
| Net Investment Income | $36,849 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY AND OTHER TAXES | $38,293 | $38,293 |
| EXCISE TAX | $12,904 | |
| RENTAL 12080 W HUBBARD RD | $2,944 | $2,944 |