LAFFERTY FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAFFERTY FAM CHARITABLE FOUNDATION (EIN 02-6127798)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-29
- IRS object ID
- 202433039349101323
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T14:30:37-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Elm Street Suite 302 | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026127798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lafferty Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFF | BusinessNameControlTxt |
| Phone | 6032792261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 N Main Street | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 033022530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara Lafferty Braun | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6032792261 | PhoneNum |
| Signature | 2024-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 6036262200 | PhoneNum |
| Preparation | 2024-09-27 | PreparationDt |
| 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 | $5,549,643 | 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 | $249,164 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,970 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $520,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,478 | 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 | $2,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $674 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,021 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $895 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $109 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,145 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $398,929 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $287,774 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $287,774 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,230,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,747,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,747,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $395,489 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $277,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $277,342 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,104,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,549,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,549,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,104,464 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,549,643 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,104,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,549,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,104,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,549,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,104,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $624,632 | OtherIncreasesAmt |
| Subtotal | $5,798,705 | SubtotalAmt |
| Other Decreases | $249,062 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,549,643 | 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 | $676,418 | $513,117 | $163,301 | $163,301 | |
| Capital Gains Dividends | $428 | $428 | $428 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,729 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,533 | 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 | $7,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,162 | OverpaymentAmt |
| Applied To ES Tax | $4,162 | 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 | NH | 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 |
| Individual With Books | Bar Harbor Wealth Management | IndividualWithBooksNm |
| Phone | 6032792261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 North Main Street | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 033022530 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Barbara Lafferty Braun | |||||||||
| c/o Bar Harbor Wealth Management 90 | North Main St | Concord | NH | 033022530 | President | 1.00 | $0 | $0 | $0 |
| Elena Marie Braun | |||||||||
| c/o Bar Harbor Wealth Management 90 | North Main St | Concord | NH | 033022530 | Secretary | 1.00 | $0 | $0 | $0 |
| Daniel James Lafferty | |||||||||
| c/o Bar Harbor Wealth Management 90 | North Main St | Concord | NH | 033022530 | Treasurer | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $5,029,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,122,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,122,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,045,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,371 | TotalTaxAmt |
| Distributable Before Adj | $248,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,730 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $54,399 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $172,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,819 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $513,822 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $513,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,399 | ExcessFromYear4Amt |
| Excess From Year3 | $67,389 | ExcessFromYear3Amt |
| Excess From Year2 | $172,338 | ExcessFromYear2Amt |
| Excess From Year1 | $45,877 | ExcessFromYear1Amt |
| Excess From Current Year | $173,819 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alois Alzheimer Foundation | ||||||||
| 70 Damon Road | Cincinnati | OH | 45218 | N/A | PC | General Support | $1,250 | |
| American Society for the Prevention of Cruelty to Animals | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | N/A | PC | General Support | $10,000 | |
| Angel City Pit Bulls | ||||||||
| PO Box 19944 | Los Angeles | CA | 90019 | N/A | PC | General Support | $6,000 | |
| Apostles Lutheran Church & School | ||||||||
| 5828 Santa Teresa Boulevard | San Jose | CA | 951234035 | N/A | PC | General Support | $6,000 | |
| Belknap House | ||||||||
| 200 Court Street | Laconnia | NH | 03246 | N/A | PC | General Support | $10,000 | |
| Boys and Girls Club of the Foothills | ||||||||
| 600 S Shamrock Avenue | Monrovia | CA | 91006 | N/A | PC | General Support | $3,000 | |
| Cambrian Educational Foundation | ||||||||
| 4115 Jacksol Drive | San Jose | CA | 95124 | N/A | PC | General Support | $3,000 | |
| Catholic Services Appeal Foundation of St Paul and Minneapolis | ||||||||
| 777 Forest Street | St Paul | MN | 55106 | N/A | PC | General Support | $10,000 | |
| Church of St Genevieve | ||||||||
| 7087 Goiffon Road | Centerville | MN | 55038 | N/A | PC | General Support | $5,000 | |
| Door of Hope | ||||||||
| 221 E Walnut Street Suite 112 | Pasadena | CA | 91109 | N/A | PC | General Support | $5,000 | |
| East Side Basketball Club (AAU) | ||||||||
| 102 Skillman Avenue | Brooklyn | NY | 11211 | N/A | PC | General Support | $16,000 | |
| Evangelical Lutheran Church of America | ||||||||
| 8765 W Higgins Road | Chicago | IL | 60631 | N/A | PC | General Support | $4,600 | |
| Franciscan Missionary Sisters of Our Lady of Sorrows | ||||||||
| 3600 SW 170th Avenue | Beaverton | OR | 97006 | N/A | PC | General Support | $50,000 | |
| Franciscan Sisters of Perpetual Adoration | ||||||||
| 912 Market Street | La Crosse | WI | 54601 | N/A | PC | General Support | $50,000 | |
| Future Roots Project | ||||||||
| 2909 France Avenue North | Minneapolis | MN | 55422 | N/A | PC | General Support | $3,000 | |
| Heifer International | ||||||||
| 1 World Avenue | Little Rock | AR | 72202 | N/A | PC | General Support | $33,000 | |
| Imagine LA | ||||||||
| 672 S Lafayette Park Place Suite 28 | Los Angeles | CA | 90057 | N/A | PC | General Support | $6,000 | |
| Kare Youth League | ||||||||
| PO Box 662080 | Arcadia | CA | 91066 | N/A | PC | General Support | $3,000 | |
| King of Grace Lutheran | ||||||||
| 6000 Duluth Street | Minneapolis | MN | 554223927 | N/A | PC | General Support | $15,000 | |
| Marquette University | ||||||||
| PO Box 1881 | Milwaukee | WI | 532011881 | N/A | PC | General Support | $86,400 | |
| NAMI Glendale | ||||||||
| 1540 East Colorado Street | Glendale | CA | 91205 | N/A | PC | Didi Hirsch Mental Health Center | $6,000 | |
| Nature Conservancy of New Hampshire | ||||||||
| 22 Bridge Street 4th Floor | Concord | NH | 033014987 | N/A | PC | General Support | $15,000 | |
| Penfield Children's Center | ||||||||
| 833 N 26th Street | Milwaukee | WI | 53233 | N/A | PC | General Support | $32,000 | |
| Play Rugby Inc | ||||||||
| 252 W 37th Street Suite 400 | New York | NY | 10018 | N/A | PC | General Support | $6,000 | |
| Presbyterian Homes Foundation | ||||||||
| 2845 Hamline Avenue North | Saint Paul | MN | 55113 | N/A | PC | General Support | $10,000 | |
| Saved me Inc | ||||||||
| 2609 Federal Street | Philadelphia | PA | 19146 | N/A | PC | General Support | $3,000 | |
| Smile Train | ||||||||
| 633 Third Avenue 9th Floor | New York | NY | 10017 | N/A | PC | General Support | $10,000 | |
| St Labre Indian School | ||||||||
| PO Box 216 | Ashland | MT | 590039989 | N/A | PC | General Support | $1,000 | |
| St Mary's Visitation Parish and School | ||||||||
| 1260 Church Street | Elm Grove | WI | 53122 | N/A | PC | General Support | $1,500 | |
| Time of Grace Ministry | ||||||||
| PO Box 301 | Milwaukee | WI | 532010301 | N/A | PC | General Support | $2,500 | |
| Unicorn Therapeutic Horseback Riding Inc | ||||||||
| 171 Marshalls Corner Woodsville | Pennington | NJ | 08534 | N/A | PC | General Support | $6,000 | Road |
| University of Dayton | ||||||||
| Advancement Office 300 College Park | Dayton | OH | 454697056 | N/A | PC | General Support | $1,350 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,970 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $271,333 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,333 | 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 |
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 | Beverly A Lafferty | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2141 Scott Avenue North | AddressLine1Txt |
| City | Golden Valley | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $249,164 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $249,164 | FairMarketValueAmt |
| Received | 2024-02-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,695 | Amt |
| Net Investment Income | $674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,021 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000 units Apple Inc 1.125% 11 May 2025 | $48,252 | $48,252 |
| 50000 units AstraZeneca PLC .7% 08 Apr 2026 | $46,282 | $46,282 |
| 50000 units Bristol-Myers Squibb Co 1.125% 13 Nov 2027 | $44,123 | $44,123 |
| 50000 units PPG Industries Inc 1.2% 15 Mar 2026 | $46,575 | $46,575 |
| 50000 units Stryker Corp 1.15% 15 Jun 2025 | $47,963 | $47,963 |
| 50000 units Truist Financial Corp 1.125% 03 Aug 2027 | $44,147 | $44,147 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1235 units Alphabet Inc | $224,955 | $224,955 |
| 378 units Comcast Corp | $14,803 | $14,803 |
| 950 units Verizon Communications Inc | $39,178 | $39,178 |
| 817 units Amazon.com Inc | $157,885 | $157,885 |
| 14 units Booking Holdings Inc | $55,461 | $55,461 |
| 246 units Lowe's Cos Inc | $54,233 | $54,233 |
| 240 units NIKE Inc | $18,089 | $18,089 |
| 51 units Ulta Beauty Inc | $19,679 | $19,679 |
| 163 units Costco Wholesale Corp | $138,548 | $138,548 |
| 380 units PepsiCo Inc | $62,673 | $62,673 |
| 285 units Procter & Gamble Co/The | $47,002 | $47,002 |
| 903 units Baker Hughes Co | $31,759 | $31,759 |
| 143 units Chevron Corp | $22,368 | $22,368 |
| 600 units Exxon Mobil Corp | $69,072 | $69,072 |
| 713 units Kinder Morgan Inc | $14,167 | $14,167 |
| 950 units Bank of America Corp | $37,782 | $37,782 |
| 119 units Berkshire Hathaway Inc | $48,409 | $48,409 |
| 143 units Chubb Ltd | $36,477 | $36,477 |
| 285 units JPMorgan Chase & Co | $57,644 | $57,644 |
| 475 units Marsh & McLennan Cos Inc | $100,092 | $100,092 |
| 119 units Mastercard Inc | $52,498 | $52,498 |
| 201 units Abbott Laboratories | $20,886 | $20,886 |
| 286 units Danaher Corp | $71,457 | $71,457 |
| 299 units GE HealthCare Technologies Inc | $23,298 | $23,298 |
| 210 units iShares Biotechnology ETF | $28,825 | $28,825 |
| 287 units Johnson & Johnson | $41,948 | $41,948 |
| 678 units Medtronic PLC | $53,365 | $53,365 |
| 6414 units iShares 1-5 Year Inv Grade Corp Bond ETF | $328,653 | $328,653 |
| 62 units UnitedHealth Group Inc | $31,574 | $31,574 |
| 252 units Zimmer Biomet Holdings Inc | $27,350 | $27,350 |
| 475 units Ametek INC | $79,187 | $79,187 |
| 1100 units iShares Core U.S. Aggregate Bond ETF | $106,777 | $106,777 |
| 141 units Eaton Corp PLC | $44,211 | $44,211 |
| 151 units Illinois Tool Works Inc | $35,781 | $35,781 |
| 285 units L3Harris Technologies Inc | $64,005 | $64,005 |
| 427 units PACCAR Inc | $43,955 | $43,955 |
| 2359 units United Parcel Service Inc | $322,829 | $322,829 |
| 166 units Accenture PLC | $50,366 | $50,366 |
| 119 units Adobe Inc | $66,109 | $66,109 |
| 259 units Advanced Micro Devices Inc | $42,012 | $42,012 |
| 214 units Akamai Technologies Inc | $19,277 | $19,277 |
| 570 units Amphenol Corp | $38,401 | $38,401 |
| 1106 units Apple Inc | $232,946 | $232,946 |
| 148 units Arista Networks Inc | $51,871 | $51,871 |
| 168 units International Business Machines Corp | $29,056 | $29,056 |
| 43 units Lam Research Corp | $45,789 | $45,789 |
| 699 units Microsoft Corp | $312,418 | $312,418 |
| 400 units ON Semiconductor Corp | $27,420 | $27,420 |
| 101 units Palo Alto Networks Inc | $34,240 | $34,240 |
| 86 units Salesforce Inc | $22,111 | $22,111 |
| 197 units American Tower Corp | $38,293 | $38,293 |
| 57 units Equinix Inc | $43,126 | $43,126 |
| 600 units Dominion Resources Inc/VA | $29,400 | $29,400 |
| 955 units NextEra Energy Inc | $67,624 | $67,624 |
| 3910 units iShares Core S&P Mid-Cap ETF | $228,813 | $228,813 |
| 1400 units iShares Core S&P Small-Cap ETF | $149,324 | $149,324 |
| 1330 units iShares MSCI EAFE ETF | $104,179 | $104,179 |
| 3455 units Vanguard FTSE Developed Markets ETF | $170,746 | $170,746 |
| 7096.201 units Vanguard GNMA Fund | $64,576 | $64,576 |
| 926 units Vanguard FTSE Emerging Markets ETF | $40,522 | $40,522 |
| 109 units Unilever PLC | $5,994 | $5,994 |
| 1206 units Novo Nordisk A/S | $172,144 | $172,144 |
| 33 units ASML Holding NV | $33,750 | $33,750 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $210,783 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $210,783 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $76,991 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $76,991 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis Adjustment for Donated Stock | Desc |
| Amt | $249,062 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expenses | $34 | $0 | $34 |
| NH Filing Fees | $75 | $0 | $75 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investment Holdings | Desc |
| Amt | $624,632 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency Fees | CategoryTxt |
| Amt | $26,589 | Amt |
| Net Investment Income | $26,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $895 | Amt |
| Net Investment Income | $895 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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