The Klungness Family Foundation Inc: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- The Klungness Family Foundation Inc (EIN 01-0791882)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202311229349100636
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T13:24:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010791882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Klungness Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KLUN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | kraig klungness | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | kraig | PersonFirstNm |
| Person Last | klungness | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $5,435,827 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,985 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$346,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,930,975 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$258,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,957 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $194 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,288 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $319 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,040,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,040,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,061,584 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,046,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,320,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,805,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,682,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,682,595 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $570,065 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,416,948 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,433,218 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,122,749 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,976,044 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $234,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $220,014 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $280,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,754,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,433,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,435,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,754,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,433,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,754,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,433,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,754,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,433,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,754,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,320,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,433,964 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,433,964 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $8,750,975 | $9,088,013 | -$337,038 | -$337,038 | |||
| FNB BANKSHARES | $180,000 | $180,000 | D | 2019-07-16 | 2022-09-07 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$337,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,038 | SubtotalAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,251 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,251 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $213 | OverpaymentAmt |
| Applied To ES Tax | $213 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Katharine T Alvord | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $0 | $0 | $0 |
| Kraig Klungness | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Barbara Klungness Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Nelson Sommerfeldt | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $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 | $4,350,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,908,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $223,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,481,880 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,481,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,384,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,038 | TotalTaxAmt |
| Distributable Before Adj | $318,195 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $318,195 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $318,195 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,046,696 | 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 | $2,046,696 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,195 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,348 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $2,046,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,348 | AppliedToYear1Amt |
| Applied To Current Year | $318,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,696,153 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,696,153 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,696,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,696,153 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBION COLLEGE | |||||||
| 611 E PORTER ST | ALBION | MI | 49224 | N/A | PC | Klungness Scholarship fund | $400,000 |
| ALMOST HOME ANIMAL SHELTER AND ADOPTION CENTER INC | |||||||
| 9140C PENNSAUKEN HWY | PENNSAUKEN | NJ | 08110 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $15,000 |
| BARBARA KETTLE GUNDLACH SHELTER HOME FOR ABUSED WO | |||||||
| PO BOX 8 | CALUMET | MI | 49913 | N/A | PC | General & Unrestricted | $50,000 |
| BAY CLIFF HEALTH CAMP | |||||||
| PO BOX 310 | BIG BAY | MI | 49808 | N/A | PC | General & Unrestricted | $50,000 |
| CALIFORNIA BRAIN TUMOR ASSOCIATION | |||||||
| 77207 TRIBECCA ST | INDIAN WELLS | CA | 92210 | N/A | PC | General & Unrestricted | $30,250 |
| CARING HOUSE INC | |||||||
| 1305 PROSPECT AVE | IRON MOUNTAIN | MI | 49801 | N/A | PC | General & Unrestricted | $50,000 |
| CELLULAR PHONE TASK FORCE INC | |||||||
| PO BOX 6216 | SANTA FE | NM | 87502 | N/A | PC | General & Unrestricted | $3,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Ukraine Crisis response fund | $20,000 |
| COPPER COUNTRY HUMANE SOCIETY | |||||||
| PO BOX 453 | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $11,000 |
| COPPER HARBOR TRAILS SOCIETY INC | |||||||
| 230 GRATIOT ST | HOUGHTON | MI | 49931 | N/A | PC | General & Unrestricted | $30,000 |
| DAMS INC | |||||||
| 1041 GRAND AVE 317 | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $1,000 |
| DEEP SPRINGS CORPORATION | |||||||
| HC 72 BOX 45001 | DYER | NV | 89010 | N/A | PC | Operating Support for the Deep Springs Ranch program | $8,000 |
| DICKINSON COUNTY HUMANE SOCIETY | |||||||
| 5060 LINCOLN ST | QUINNESEC | MI | 49876 | N/A | PC | Almost Home Animal Shelter fund | $10,000 |
| ECOLOGICAL OPTIONS NETWORK | |||||||
| PO BOX 1047 | BOLINAS | CA | 94924 | N/A | PC | General Support | $10,000 |
| ECOLOGICAL OPTIONS NETWORK | |||||||
| PO BOX 1047 | BOLINAS | CA | 94924 | N/A | PC | General & Unrestricted | $10,000 |
| ELECTROMAGNETIC SAFETY ALLIANCE INCORPORATED | |||||||
| 3248 N HILL FARM DR | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL HEALTH TRUST | |||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | N/A | PC | Microsite on environmental impacts of wireless radiation and 5G program | $20,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $10,000 |
| FINLANDIA UNIVERSITY | |||||||
| 601 QUINCY ST | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $50,000 |
| FRIENDS OF PIMA ANIMAL CARE CENTER | |||||||
| PO BOX 85370 | TUCSON | AZ | 85754 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE CLEARWATER INC | |||||||
| PO BOX 9241 | MOSCOW | ID | 83843 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE PALM SPRINGS ANIMAL SHELTER | |||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | N/A | PC | General & Unrestricted | $10,000 |
| GRASSROOTS ENVIRONMENTAL EDUCATION INC | |||||||
| 52 MAIN ST | PORT WASHINGTON | NY | 11050 | N/A | PC | supporting wireless education and human safety standards program | $20,000 |
| GREEN VESSELS INC | |||||||
| 12405 MELLING LN | BOWIE | MD | 20715 | N/A | PC | General & Unrestricted | $5,000 |
| KEWEENAW LAND TRUST INC | |||||||
| 101 QUINCY ST STE 303 | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $10,000 |
| KEWEENAW NORDIC SKI CLUB INC | |||||||
| PO BOX 564 | HANCOCK | MI | 49930 | N/A | PC | Construction of new trails fund | $30,000 |
| LOMAKATSI RESTORATION PROJECT | |||||||
| 645 WASHINGTON ST | ASHLAND | OR | 97520 | N/A | PC | Trees for Climate Health project | $16,000 |
| MENOMINEE RANGE HISTORICAL FOUNDATION | |||||||
| PO BOX 237 | IRON MOUNTAIN | MI | 49801 | N/A | PC | General & Unrestricted | $50,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $16,000 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | N/A | GOV | the James A. Klungness Endowed Scholarship fund | $200,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $25,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $17,250 |
| NEW POWER TOUR INC | |||||||
| 422 QUINCY ST | HANCOCK | MI | 49930 | N/A | PC | MI HOPE energy efficiency program | $70,000 |
| NORTH AMERICAN WILDERNESS RECOVERY | |||||||
| PO BOX 13768 | ALBUQUERQUE | NM | 87192 | N/A | PC | General & Unrestricted | $30,000 |
| NORTHERN LIGHTS YMCA INC | |||||||
| PO BOX 602 | ESCANABA | MI | 49829 | N/A | PC | General & Unrestricted | $50,000 |
| OCCIDENTAL ARTS AND ECOLOGY CENTER | |||||||
| 15290 COLEMAN VALLEY RD | OCCIDENTAL | CA | 95465 | N/A | PC | TERA's Trees for Climate Health work program | $16,000 |
| PINE MOUNTAIN MUSIC FESTIVAL INC | |||||||
| 200 MICHIGAN ST STE 614 | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $50,000 |
| PLANNED PARENTHOOD OF MICHIGAN | |||||||
| 950 VICTORS WAY STE 100 | ANN ARBOR | MI | 48108 | N/A | PC | General & Unrestricted | $25,000 |
| PORTAGE HEALTH FOUNDATION | |||||||
| 400 QUINCY ST STE 5 | HANCOCK | MI | 49930 | N/A | PC | Giving Tuesday program | $50,000 |
| PUBLIC EMPLOYEES FOR ENVIRONMENTAL RESPONSIBILITY | |||||||
| 962 WAYNE AVE STE 610 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $30,000 |
| REID PARK ZOOLOGICAL SOCIETY | |||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 85716 | N/A | PC | Elephants and General Fund | $20,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 2490 JCT PLACE STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $10,000 |
| SCIENTIFIC ALLIANCE FOR EDUCATION | |||||||
| 561 SHUNPIKE RD | SHEFFIELD | MA | 01257 | N/A | PC | General & Unrestricted | $4,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS RD | CALABASAS | CA | 91302 | N/A | PC | The Bee Conservancy program | $16,000 |
| SOCIETY OF ENVIRONMENTAL JOURNALISTS | |||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | Elizabeth Grossman Fund | $10,000 |
| SR JOSE WOMENS SHELTER | |||||||
| 1050 S PARK AVE | TUCSON | AZ | 85719 | N/A | PC | General & Unrestricted | $5,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $25,000 |
| SWAN VIEW COALITION INC | |||||||
| PO BOX 2731 | BIGFORK | MT | 59911 | N/A | PC | General & Unrestricted | $4,900 |
| THE HUMANE SOCIETY WILDLIFE LAND TRUST | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $5,100 |
| THE SALVATION ARMY OF HANCOCK | |||||||
| 408 RAVINE ST | HANCOCK | MI | 49930 | N/A | PC | General & Unrestricted | $11,000 |
| THE SIERRA FUND | |||||||
| 204 PROVIDENCE MINE RD STE 214 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | EHS Research-Golomb Research Group fund | $45,000 |
| U P WILDLIFE REHABILITATION | |||||||
| PO BOX 53 | SKANDIA | MI | 49885 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | azpm fund | $8,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $125,000 |
| VITAL GROUND FOUNDATION INC | |||||||
| 20 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $20,000 |
| WILDERNESS WATCH INC | |||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $120,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 212 S WALLACE AVE STE 101 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $15,000 |
| WIRELESS EDUCATION ACTION | |||||||
| PO BOX 82412 | PORTLAND | OR | 97282 | N/A | PC | General & Unrestricted | $2,500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,040,000 | 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 | $9,985 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | -$346,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROCEEDS FROM SALE OF AIRPLANE PARTS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$258,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$258,893 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $194 | Amt |
| Disbursements Charitable Prps | $194 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | AIRPLANE PARTS | PropertyDesc |
| Acquired | 2021-06-18 | AcquiredDt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 10 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC - 2.850% - 02/23/202 | $26,294 | $24,931 |
| GEORGIA PWR CO - 2.100% - 07/3 | $51,136 | $49,130 |
| GOLDMAN SACHS GROUP INC - 4.00 | $54,731 | $49,342 |
| INTUIT NOTE - 0.650% - 07/15/2 | $50,280 | $48,920 |
| WALT DISNEY COMPANY - 1.750% - | $51,980 | $47,691 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,416,948 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,433,218 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AIRPLANE PARTS | CategoryOrItemTxt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FSP MONUMENT CIRCLE CORP | CategoryOrItemTxt |
| Book Value | $100,000 | BookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,007,652. This amount represents 25% or more of the Foundation's net assets of $7,808,484 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,000 | $5,000 |
| Office Supplies | $414 | $414 |
| Postage/Delivery Service | $744 | $744 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Proceeds from sale of airplane parts | Desc |
| Revenue And Expenses Per Books | $4,054 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,054 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $319 | $319 | |
| Investment Management Services | $13,288 | $13,288 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $1,200 |
| 990-PF Extension for 2021 | $400 |