POWER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- POWER FOUNDATION INC (EIN 46-4327757)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349103272
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T13:56:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12830 EL CAMINO REAL SUITE 600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92130 | 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 | 464327757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 2087883456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 SOUTH COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KEMP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2087883456 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | KEMP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE BRIDENSTINE | PreparerPersonNm |
| PTIN | P01355898 | PTIN |
| Phone | 6192326500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,617,333 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $174,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $480,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $645,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,009 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,617 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,602 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,230 | CashBOYAmt |
| Cash EOY | $618,301 | CashEOYAmt |
| Cash EOYFMV | $618,301 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,532,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,532,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,870,527 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,393,740 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,188,620 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,128,505 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,015,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,339,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,617,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,015,113 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,339,064 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,015,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,339,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,015,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,339,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,015,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,339,064 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,339,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $480,758 | GrossSalesPriceAmt |
| Cost Or Other Basis | $509,392 | CostOrOtherBasisAmt |
| Gain Or Loss | -$28,634 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$28,634 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,634 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | 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 | $920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $595 | TaxDueAmt |
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 | ID | 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 | MICHAEL HANSEN | IndividualWithBooksNm |
| Phone | 2087883456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 S COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KUMM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES HAYNES | ||||||||
| 5317 MANCHESTER CT | STEVENS POINT | WI | 54482 | VP & CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ALICE NORDSTROM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | CORPORATE SECRETARY | 1.00 | $0 | $0 | $0 |
| CHARLES KEMP | ||||||||
| 1583 WEST COVENANT HILL CT | EAGLE | ID | 83616 | TREASURER | 1.00 | $0 | $0 | $0 |
| GERARD MURRAY | ||||||||
| 2756 SOUTH KNAPP AVENUE | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KACEY MCEWAN | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG REED | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET METZGER | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST SUITE 1100 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $63,647 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,986,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,846 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,208,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,208,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,129,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,515 | TotalTaxAmt |
| Distributable Before Adj | $254,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $254,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $254,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $256,045 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $254,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $237,693 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $237,693 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $236,629 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||
| PO BOX 170239 | BOISE | ID | 83717 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $300 |
| IDAHO SOCIETY OF PROFESSIONAL ENGINEERS | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| IDAHO STATE UNIVERSITY FOUNDATION INC | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| IDAHO STEM ACTION CENTER FOUNDATION | |||||||
| 921 SOUTH 8TH AVE STOP 8230 | POCATELLO | ID | 83204 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $28,630 |
| ISD 272 EDEN PRAIRIE SCHOOLS | |||||||
| 1933 FORT VANCOUVER ROAD | VANCOUVER | WA | 98663 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| RUTGERS THE STATE UNIVERSITY | |||||||
| 1450 MAIN STREET | GOODING | ID | 83330 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| THE MAGIC HOUSE | |||||||
| PO BOX 1288 | MARIETTA | GA | 30061 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| UNIVERSITY OF IDAHO FOUNDATION | |||||||
| 118 BULLION STREET | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $17,500 |
| ALBA-GOLDEN INDEPENDENT SCHOOL DISTRICT | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| ALLIANCE CHARTER ACADEMY | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| BERGEN COMMUNITY COLLEGE FOUNDATION | |||||||
| 500 BARTHOLOMEW ROAD SUITE 405 | PISCATAWAY | NJ | 08854 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | -$3,000 |
| BIG BROTHERS BIG SISTERS OF SW IDAHO INC | |||||||
| 175 LINWOOD AVE | EMERSON | NJ | 07630 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,600 |
| BLAINE COUNTY EDUCATION FOUNDATION | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| BLAINE COUNTY SCHOOL DISTRICT | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 28230 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| BLAINE COUNTY SCHOOL DISTRICT 61 | |||||||
| 2240 S 900 E | SALT LAKE CITY | UT | 84106 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| CLARK COLLEGE FOUNDATION | |||||||
| 17185 VALLEY VIEW ROAD | EDEN PRAIRIE | MN | 55346 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| COBB COUNTY SCHOOL DISTRICT | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| COLUMBIA HIGH SCHOOL | |||||||
| PO BOX 253 | HAILEY | ID | 83333 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $600 |
| COMMUNITY ALLIANCE FOR YOUTH SUCCESS | |||||||
| 900 2ND AVENUE NORTH | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| CREATEMPLS | |||||||
| 8948 W BARNES STREET | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| EAST GREENWICH SCHOOL DISTRICT | |||||||
| 8948 W BARNES STREET | BOISE | ID | 83709 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| EMERSON ELEMENTARY SCHOOL PTA | |||||||
| 4094 W CHINDEN BLVD SUITE 100 | GARDEN CITY | ID | 83714 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| GIRAFFE LAUGH INC | |||||||
| 875 PERIMETER DRIVE MS 2331 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| GIRL SCOUTS OF SILVER SAGE COUNCIL | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $21,500 |
| HAWKWATCH INTERNATIONAL INC | |||||||
| 875 PERIMETER DRIVE MS 2331 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| HEART MATCH TUTORING | |||||||
| 229 W GREENHURST RD | NAMPA | ID | 83686 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| HERITAGE COMMUNITY CHARTER SCHOOL | |||||||
| PO BOX 3183 | RUSTON | LA | 71272 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| ID PARTNERS FOR GOOD IMPACT TEAM | |||||||
| 301 S HAPPY VALLEY ROAD | NAMPA | ID | 83687 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| IDAHO SCHOOL FOR THE DEAF AND BLIND | |||||||
| 559 KINGS HWY | MICKLETON | NJ | 08056 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,250 |
| KLAMATH COUNTY SCHOOL DISTRICT | |||||||
| 1803 E USTICK ROAD | CALDWELL | ID | 83605 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| LOUISIANA TECH UNIVERSITY | |||||||
| 704 W GIBSON | AUSTIN | TX | 78704 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| MIDDLETON SCHOOL DISTRICT | |||||||
| 1127 JAMES E ROGERS WAY | TUCSON | AZ | 85719 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| SOUTH MIDDLE SCHOOL | |||||||
| 400 PARAMUS ROAD OFFICE A325 | PARAMUS | NJ | 07652 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| STATE OF HAWAII DEPARTMENT OF EDUCATION | |||||||
| 1373 CR 2377 | ALBA | TX | 75410 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| TREASURE VALLEY CLASSICAL ACADEMY | |||||||
| 2242 OCEANVIEW ROAD | OCEANVIEW | CA | 92056 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| TSTC FOUNDATION | |||||||
| PO BOX 8521 | MINNEAPOLIS | MN | 55408 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 |
| UNIVERSITY OF ARIZONA CHAPTER SHPE | |||||||
| 802 WEST BANNOCK STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| 611 N CEMETERY ROAD | MIDDLETON | ID | 83644 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,980 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$28,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,375 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER ENGINEERS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 S COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $119,084 | $78,443 |
| ACCENTURE PLC IRELAND | $62,557 | $80,586 |
| AMERICAN TOWER CORP REIT | $79,346 | $146,360 |
| AMERICAN WATER WORKS CO | $85,050 | $96,634 |
| AMERISOURCE BERGEN CORP | $79,070 | $163,107 |
| ANALOG DEVICES INC | $56,815 | $161,429 |
| AUTOMATIC DATA PROCESSING | $57,016 | $155,050 |
| BLACKROCK INC | $79,403 | $141,630 |
| CARRIER GLOBAL CORP CARR | $14,828 | $30,440 |
| CISCO SYSTEMS INC | $72,625 | $80,940 |
| COLGATE-PALMOLIVE CO | $119,137 | $124,145 |
| COMCAST CORP NEW CL A | $135,193 | $98,196 |
| COMMERCE BANCSHARES INC | $135,046 | $148,461 |
| COSTCO WHOLESALE CORP | $64,766 | $181,734 |
| CROWN CASTLE INTERNATIONAL CORP CCI | $80,077 | $69,855 |
| DISNEY WALT COMPANY DIS | $79,900 | $38,662 |
| ECOLAB, INC | $79,076 | $93,339 |
| EVERSOURCE ENERGY | $56,877 | $85,111 |
| EXXON MOBIL | $119,509 | $206,221 |
| FACTSET RESEARCH SYSTEMS INC | $102,556 | $114,345 |
| HONEYWELL INTERNATIONAL INC | $122,739 | $133,938 |
| ILLINOIS TOOL WORKS INC ITW | $119,820 | $123,148 |
| J.M. SMUCKER CO | $79,214 | $97,104 |
| JOHNSON & JOHNSON | $79,367 | $114,767 |
| L3HARRIS TECHNOLOGIES | $124,782 | $131,172 |
| LOWES COMPANIES | $79,082 | $193,839 |
| MICROSOFT CORP | $61,668 | $242,345 |
| MONDELEZ INTL INC MDLZ | $129,982 | $138,632 |
| NEXTERA ENERGY INC | $62,599 | $93,548 |
| NIKE, INC | $78,954 | $162,492 |
| OTIS WORLDWIDE CORP OTIS | $20,684 | $28,818 |
| RAYTHEON TECHNOLOGIES CORP | $78,722 | $117,161 |
| PEPSICO INCORPORATED | $79,339 | $133,992 |
| S&P GLOBAL INC | $74,766 | $86,749 |
| STRYKER CORP | $79,133 | $156,963 |
| SYSCO CORPORATION | $45,027 | $40,136 |
| TEXAS INSTRUMENTS INC | $62,611 | $76,497 |
| UNION PACIFIC CORP | $119,931 | $114,510 |
| UNITED HEALTH GROUP | $74,723 | $126,713 |
| UNITED PARCEL SERVICE | $79,375 | $128,208 |
| V F CORPORATION | $144,854 | $48,124 |
| WEC ENERGY GROUP | $56,840 | $86,983 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED US TREASURY | AT COST | $216,152 | $216,152 |
| PUTNAM ABSOLUTE RETURN | AT COST | $345,616 | $256,744 |
| BLACKROCK RESOURCES & COMMODITIES STRATEGY TR | AT COST | $324,907 | $359,419 |
| US TREASURY NOTES | AT COST | $301,945 | $296,190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $63,647 | $63,647 | $0 |
| FOREIGN TAX PAID | $955 | $955 | $0 |
| MISCELLANEOUS EXPENSE | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $327 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |