WHISKEY RIVER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHISKEY RIVER CHARITABLE FOUNDATION (EIN 26-2868907)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202413129349101836
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T15:27:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262868907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whiskey River Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN & SUSAN KROEGER | InCareOfNm |
| Business Name Control | WHIS | BusinessNameControlTxt |
| Phone | 8477848182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N Pines Way Ste 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kroeger | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8477848182 | PhoneNum |
| Signature | 2023-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katherine McCue | PreparerPersonNm |
| PTIN | P01807357 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,226,153 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,093 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,944 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,858 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $929 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $929 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $15 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,811 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,817 | CashBOYAmt |
| Cash EOY | $69,575 | CashEOYAmt |
| Cash EOYFMV | $69,575 | CashEOYFMVAmt |
| Corporate Stock BOY | $285,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $307,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,156,578 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $288,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,226,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $288,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $377,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $288,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $377,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $288,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,044 | OtherIncreasesAmt |
| Subtotal | $443,036 | SubtotalAmt |
| Other Decreases | $65,900 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $377,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 410 SHRS OF APPLE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-01-18 | AcquiredDt |
| Sold | 2023-06-13 | SoldDt |
| Gross Sales Price | $74,865 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,921 | CostOrOtherBasisAmt |
| Gain Or Loss | $69,944 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $69,944 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,107 | SubtotalAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,893 | OverpaymentAmt |
| Applied To ES Tax | $1,893 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | KEVIN & SUSAN KROEGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8477848182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N PINES WAY STE 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | President/Director | 1.5 | $0 | $0 | $0 |
| Susan Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Secretary/Director | 1.5 | $0 | $0 | $0 |
| Tom Patrick Walz | ||||||||
| 9501 Blackhawk Road | Middleton | WI | 53562 | Director | 0.5 | $0 | $0 | $0 |
| Henry J Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Director | 0.5 | $0 | $0 | $0 |
| Eleanor B Kroeger | ||||||||
| 3465 N Pines Way Ste 104 PMB 189 | Wilson | WY | 83014 | Director | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,065,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,107,174 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,107,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,608 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,090,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107 | TotalTaxAmt |
| Distributable Before Adj | $53,421 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,811 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $122,811 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,421 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $44,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,125 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $271,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,811 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,390 | RemainingDistriFromCorpusAmt |
| Total Corpus | $340,839 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $296,716 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,810 | ExcessFromYear4Amt |
| Excess From Year3 | $69,125 | ExcessFromYear3Amt |
| Excess From Year2 | $35,951 | ExcessFromYear2Amt |
| Excess From Year1 | $86,440 | ExcessFromYear1Amt |
| Excess From Current Year | $69,390 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEVIN SUSAN KROEGER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Becoming Jackson Whole | ||||||
| PO Box 4717 | Jackson | WY | 83001 | PC | General Purposes | $5,000 |
| Friends of Bridger Teton Avalanche Center | ||||||
| PO Box 424 | Teton Village | WY | 83025 | NC | General Purposes | $1,033 |
| Chileno Bay Foundation | ||||||
| 14605 N 73rd St | Scottsdale | AZ | 85260 | SO-DP | General Purpose | $1,000 |
| Deerfield Academy | ||||||
| 7 Boyden Lane | Deerfield | MA | 01342 | General Purpose | $10,092 | |
| Denison University | ||||||
| 100 College St | Granville | OH | 43023 | General Purpose | $30,056 | |
| DSHA High School | ||||||
| 4257 N 100th St | Milwaukee | WI | 53222 | General Purpose | $1,100 | |
| Free Arts NYC | ||||||
| 1431 Broadway 8th Floor | New York | NY | 10018 | General Purpose | $536 | |
| Friends of Pathways | ||||||
| 335 Millard St | Jackson | WY | 83001 | General Purpose | $513 | |
| Make a Wish Fdn | ||||||
| 640 N LaSalle St 280 | Chicago | IL | 60654 | General Purpose | $263 | |
| Marquette University | ||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | General Purpose | $25,000 | |
| Milwaukee Habitat for Humanity | ||||||
| 3726 N Booth | Milwaukee | WI | 53212 | General Purpose | $500 | |
| National Alliance on Mental Illness | ||||||
| 3803 N Fairfax Dr Ste 100 | Arlington | VA | 22203 | General Purpose | $1,050 | |
| North Rockies Conservation Cooperative | ||||||
| PO Box 2705 185 N Center St Suite | Jackson | WY | 83001 | General Purpose | $500 | |
| One Revolution | ||||||
| PO Box 681026 | Park City | UT | 84068 | General Purpose | $1,039 | |
| Powderchasers FD Ramis | ||||||
| 3275 Hawthorn Hollow | Boulder | CO | 80304 | General Purpose | $300 | |
| Friends of the Gallatin National Forest Avalanche | ||||||
| 1250 I Street NW Ste 12025 | Washington | DC | 20005 | General Purpose | $500 | |
| SMU Development (Southern Methodist University) | ||||||
| PO Box 750100 Dallas TX 75275 | Dallas | TX | 75275 | General Purpose | $500 | |
| SS Faith Hope & Charity | ||||||
| 180 Ridge Ave Winnetka | Winnetka | IL | 60093 | General Purpose | $1,700 | |
| Support BC - Michael J Moore Scholarship Fd | ||||||
| 140 Commorwealth Ave | Chestnut Hill | MA | 02467 | General Purpose | $250 | |
| Teton County Search & Rescue | ||||||
| 300 S Batch Pland Rd | Jackson | WY | 83001 | General Purpose | $39,935 | |
| Yuval Rooz Isreal Aid Fund | ||||||
| Unknown | New York | NY | 10282 | General Purpose | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,867 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,582 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Kevin Sue Kroeger | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N Pines Way Ste 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,093 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700 SHARES OF MARATHON PETROLEUM CORP | NoncashPropertyDesc |
| Fair Market Value | $100,093 | FairMarketValueAmt |
| Received | 2023-12-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION FEES | CategoryTxt |
| Amt | $1,858 | Amt |
| Net Investment Income | $929 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $929 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $109,474 | $672,966 |
| HOLOGIC INC | $43,603 | $69,950 |
| LOWE'S COMPANIES INC | $61,208 | $139,316 |
| MARATHON PETROLEUM CORP | $72,328 | $232,332 |
| TARGET CORP | $20,948 | $42,014 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN FMV & BASIS OF GIFTS | Desc |
| Amt | $65,900 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN FMV & BASIS OF CONTRIBUTION | Desc |
| Amt | $98,044 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ILLINOIS ANNUAL FEES | CategoryTxt |
| Amt | $15 | Amt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
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