BEWS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEWS FOUNDATION (EIN 81-2200028)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349102617
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:13:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820476132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIPLEY DOORN & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837091676 | 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 | 812200028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEWS | BusinessNameControlTxt |
| Phone | 2087314740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GREEN ACRES DRIVE | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833013319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D BRAGA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2087314740 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY D | PersonFirstNm |
| Person Last | BRAGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MCKENNA THOMPSON CPA | PreparerPersonNm |
| PTIN | P01289585 | PTIN |
| Phone | 2083750550 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $19,940,737 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $147,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $147,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,772 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$17,268 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $657,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,943,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $657,739 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,445 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,132,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,132,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $200 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,352 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,117 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,062 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,209 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,982 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,982 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $581 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $581 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,065,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,065,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,358,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,149,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $963,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,568 | CashBOYAmt |
| Cash EOY | $76,416 | CashEOYAmt |
| Cash EOYFMV | $76,416 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,441,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,971,668 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,909,324 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,720,129 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,161,458 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,848,441 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,359,843 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,241,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,456,491 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,225,027 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $240,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $650,065 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,918,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,691,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,940,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,918,011 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,691,435 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,918,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,691,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,918,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,691,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,918,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,576 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,691,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,691,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| FIDELITY ACCT 2230 | P | $441,774 | $494,420 | -$52,646 | -$52,646 | ||
| FIDELITY ACCT 2230 | P | $5,481,921 | $5,710,722 | -$228,801 | -$228,801 | ||
| 4900 N CORTONA WAY | D | $431,000 | $278,962 | $152,038 | $152,038 | 2008-12-31 | 2022-11-18 |
| 3064, 3020, & 3042 W MILANO DRIVE | D | $768,000 | $801,477 | -$33,477 | -$33,477 | 2008-12-31 | 2022-04-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $657,739 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,397 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,397 | SubtotalAmt |
| Tax Based On Investment Income | $13,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,594 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,594 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,197 | OverpaymentAmt |
| Applied To ES Tax | $10,197 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEWSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083750550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 SOUTH ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL W SULLIVAN | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $21,000 | $0 | $0 |
| LARRY D BRAGA | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 4.00 | $45,000 | $0 | $0 |
| DEREK PICA | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 4.00 | $45,000 | $0 | $0 |
| LOIS K FLETCHER | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $21,000 | $0 | $0 |
| JOHN BERG | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | DIRECTOR | 2.00 | $21,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,598,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $744,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,227,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,569,875 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,569,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,246,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,062,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,062,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,397 | TotalTaxAmt |
| Distributable Before Adj | $1,048,919 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,048,919 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,048,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,149,232 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,149,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,017,667 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,149,232 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,017,667 | AppliedToYear1Amt |
| Applied To Current Year | $131,565 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $917,354 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEREK PICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083364144 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE AT WWW.BEWSFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOISE STATE UNIVERSITY FOUNDATION | |||||||
| 1173 W UNIVERSITY DRIVE | BOISE | ID | 83706 | PC | SCHOLARSHIP | $50,000 | |
| ASSISTANCE LEAGUE OF BOISE | |||||||
| PO BOX 343 | CALDWELL | ID | 83606 | PC | CHILDREN'S ESSENTIALS | $15,000 | |
| COLLEGE OF IDAHO | |||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | PC | SCHOLARSHIP | $50,000 | |
| FIDELITY INV CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 | |
| THE IDAHO FOODBANK | |||||||
| 3562 SOUTH TK AVE | BOISE | ID | 83705 | PC | GENERAL OPERATIONS | $15,000 | |
| MERIDIAN FOOD BANK | |||||||
| 133 W BROADWAY AVE | MERIDIAN | ID | 83642 | PC | GENERAL OPERATIONS | $10,000 | |
| WOMEN'S & CHILDREN'S ALLIANCE | |||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $20,000 | |
| FAMILY ADVOCATE PROGRAM | |||||||
| 3010 W STATE ST | BOISE | ID | 83703 | PC | GENERAL OPERATIONS | $10,000 | |
| FIDELITY INV CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 | |
| FIDELITY INV CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $100,000 | |
| BOISE PUBLIC SCHOOLS FOUNDATION | |||||||
| 8169 W VICTORY RD | BOISE | ID | 83709 | PC | STUDENT AID FUND FOR EMERGENCIES | $10,000 | |
| GIRL SCOUTS OF SILVER SAGE COUNCIL | |||||||
| 8948 W BARNES ST | BOISE | ID | 83709 | PC | GENERAL OPERATIONS | $10,000 | |
| JESSE TREE | |||||||
| 1121 W MILLER ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 | |
| WYAKIN FOUNDATION | |||||||
| 960 S BROADWAY AVE | BOISE | ID | 83706 | PC | GENERAL OPERATIONS | $15,000 | SUITE 260 |
| IDAHO YOUTH RANCH | |||||||
| 5465 W IRVING ST | BOISE | ID | 83706 | PC | GENERAL OPERATIONS | $10,000 | |
| BOISE RESCUE MISSION MINISTRIES | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | PC | GENERAL OPERATIONS | $10,000 | |
| THE PEREGRINE FUND | |||||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | PC | GENERAL OPERATIONS | $10,000 | |
| TERRY REILLY HEALTH SERVICES | |||||||
| 211 16TH AVE N | NAMPA | ID | 83687 | PC | GENERAL OPERATIONS | $10,000 | |
| FRIENDS OF ZOO BOISE | |||||||
| 355 JULIA DAVIS DR | BOISE | ID | 83702 | PC | EDUCATION CENTER | $500,000 | |
| FIDELITY INV CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,065,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,772 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$17,268 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $657,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,112,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,112,476 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING- BEWS FOUNDATION | $10,964 | $7,309 | $3,655 |
| ACCOUNTING- PRIMELAND | $4,388 | $2,926 | $1,462 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $8,239,844 | $9,135,972 |
| EXCHANGE TRADED PRODUCTS | $5,001,893 | $5,320,519 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,161,458 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,848,441 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIMELAND INVESTMENT GROUP, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $240,156 | BookValueAmt |
| EOYFMV | $650,065 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES- PRIMELAND | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL 12080 W HUBBARD RD | |||
| MANAGEMENT FEE | $1,140 | $1,140 | |
| REPAIRS AND MAINTENANCE | $12,138 | $12,138 | |
| INSURANCE EXPENSE | $869 | $869 | |
| EXPENSES | |||
| DUES & SUBSCRIPTIONS | $795 | $795 | |
| OFFICE SUPPLIES | $789 | $789 | |
| INSURANCE EXPENSE | $750 | $750 | |
| OTHER FEES | $1,232 | $1,232 | |
| MEALS AND ENTERTAINMENT | $489 | $489 | |
| INVESTMENT EXPENSES | $1,957 | $1,957 | |
| INSURANCE PRIMELAND | $230 | $230 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATER RIGHTS INCOME | Desc |
| Revenue And Expenses Per Books | $7,445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,445 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,062 | Amt |
| Net Investment Income | $39,062 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY AND OTHER TAXES | $18,470 | $18,470 |
| EXCISE TAX | $41,145 | |
| RENTAL 12080 W HUBBARD RD | $2,739 | $2,739 |