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KEY WEST HARRY S TRUMAN FOUNDATION INC: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KEY WEST HARRY S TRUMAN FOUNDATION INC (EIN 75-2979668)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-11
IRS object ID
202332849349200713
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-11T07:14:20-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650881671PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Oropeza & Parks CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1815 Peacock PlzAddressLine1Txt
CityKey WestCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752979668EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KEY WEST HARRY S TRUMANBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKEYWBusinessNameControlTxt
Phone3052928916PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 FRONT STREET 107AddressLine1Txt
CityKEY WESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWIN SWIFT IIIPersonNm
Person TitleDirectorPersonTitleTxt
Signature2023-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWIN SWIFTPersonFirstNm
Person LastIIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott G Oropeza CPAPreparerPersonNm
PTINP00030066PTIN
Phone3052941049PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresstrumanlittlewhitehouse.comWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$191,047GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$130,464ContributionsGiftsGrantsEtcAmt
Program Service Revenue$60,486ProgramServiceRevenueAmt
Investment Income$97InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$191,047TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$104,245FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$180PrintingPublicationsPostageAmt
Other Expenses Total$141,881OtherExpensesTotalAmt
Total Expenses$246,306TotalExpensesAmt
Excess Or Deficit For Year-$55,259ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$448,563NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$393,304NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$163,812BOYAmt
EOY$147,959EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$231,763BOYAmt
EOY$225,534EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$96,852BOYAmt
EOY$47,849EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$492,427BOYAmt
EOY$421,342EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,864BOYAmt
EOY$28,038EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$448,563BOYAmt
EOY$393,304EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo preserve Key Wests Little White House, Floridas only presidential museum, and programming that supports civic engagement, education, and the historic and cultural influences of the Truman era.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
PROTECT AND PRESERVE THE BUILDINGS AND GROUNDS OF THE STATE HISTORIC SITE KNOWN AS THE HARRY S. TRUMAN LITTLE WHITE HOUSE IN KEY WEST, FLORIDA$17,471
ACCUMULATING AND DISSEMINATING INFORMATION ABOUT THE AMERICAN PRESIDENCY WITH SPECIAL EMPHASIS ON PRESIDENT HARRY S. TRUMAN.$228,835
FieldValueIRS element (for citing)
Total Program Service Expenses$246,306TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (6 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Edwin Swift III
Director5.00$0
Chris Belland
Chairman5.00$0
Julio Torrado
Secretary5.00$0
Carol Hill
Director5.00$0
Jeanna Garrido
Treasurer5.00$0
Curry Clinton
Other1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFREDDY VARELAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 FRONT STREET 107AddressLine1Txt
CityKEY WESTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33040ZIPCd
FieldValueIRS element (for citing)
Phone3052928916PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,361CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$114,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$232,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,428CurrentTaxYearMinus1YearAmt
Current Tax Year$130,464CurrentTaxYearAmt
Total$881,548TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$105,361CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$114,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$232,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$298,428CurrentTaxYearMinus1YearAmt
Current Tax Year$130,464CurrentTaxYearAmt
Total$881,548TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$881,548PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42CurrentTaxYearMinus1YearAmt
Current Tax Year$39CurrentTaxYearAmt
Total$593TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$882,141TotalSupportAmt
Public Support CY1700.99930PublicSupportCY170Pct
Public Support PY1700.99930PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (23 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1001Advertising and Promotion $4412
Other Expenses.1002Office Expenses $11567
Other Expenses.1008Interest $1670
Other Expenses.1009Depreciation $28978
Other Expenses.1Other Program Fees $40474
Other Expenses.2Rent $24552
Other Expenses.3Repairs & Maintenace $14518
Other Expenses.4Dues & Subscriptions $6229
Other Expenses.5Licenses & Permits $5344
Other Expenses.6Auto Expense $2009
Other Expenses.7Credit Card Fees $1284
Other Expenses.8Education Outreach $680
Other Expenses.10Supplies $112
Other Expenses.11Bank Fees $52
Other Assets.1001Automobiles - Beginning $56149 Automobiles - Ending $41659
Other Assets.1003Machinery and Equipment - Beginning $11011 Machinery and Equipment - Ending $2752
Other Assets.1005Accounts Receivable - Beginning $26254 Accounts Receivable - Ending $0
Other Assets.1Artifacts - Beginning $3438 Artifacts - Ending $3438
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $8043 Accounts Payable and Accrued Expenses - Ending $0
Total Liabilities.1003Deferred Revenue - Beginning $0 Deferred Revenue - Ending $656
Total Liabilities.1007Secured Mortgages and Notes Payable - Beginning $35671 Secured Mortgages and Notes Payable - Ending $27139
Total Liabilities.1Sales Tax Payable - Beginning $150 Sales Tax Payable - Ending $243
Statement Note 1HURRICANE IAN FLORIDA IMPACTENTITY LOCATED IN MONROE COUNTY, FLORIDA, INCLUDED IN THE PRESIDENTIALLY DECLARED DISASTER DECLARATION FOR HURRICANE IAN IMPACTED FLORIDA COUNTIES.

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