HOLLAND M WARE CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND M WARE CHARITABLE FOUNDATION (EIN 59-3666403)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349103932
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:57:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841369227 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE MORRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 WEST BANNOCK SUITE 1050 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 | 593666403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND M WARE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 2083442666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2797 W SUGARBERRY DRIVE | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA THUESON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2084840454 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | THUESON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | BRIAN J YEARGAIN | PreparerPersonNm |
| PTIN | P00041071 | PTIN |
| Phone | 2083442666 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 | $325,234,470 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $112,185 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112,185 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,879 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,879 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,941,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,351,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,941,278 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,637,869 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,637,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,718,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,716,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $200,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $207,436 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $207,436 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,967 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $61,967 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,131,788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $931,788 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,206 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $21,206 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $18,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,812,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,812,734 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,453,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,253,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,150,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,150,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,603,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,253,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,150,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,885,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,201,134 | CashBOYAmt |
| Cash EOY | $10,115,478 | CashEOYAmt |
| Cash EOYFMV | $10,115,478 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $204,564,584 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $213,342,998 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $204,564,584 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $315,012,961 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $106,031 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,513 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $74,724 | LandBOYAmt |
| Land EOY | $53,518 | LandEOYAmt |
| Land EOYFMV | $106,031 | LandEOYFMVAmt |
| Total Assets BOY | $219,618,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,733,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,234,470 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $219,618,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $214,733,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,618,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,733,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,618,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,733,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,618,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,885,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $214,733,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $214,733,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CARBON CREDIT | D | 2016-06-22 | 2022-12-31 | $3,665,902 | $3,665,902 | $3,665,902 | |
| QUARRY INCOME | D | 2017-01-01 | 2022-12-31 | $650,096 | $617,795 | $617,795 | $32,301 |
| TIMBER SALES | D | 2016-01-01 | 2022-12-31 | $7,915,526 | $1,397,750 | $1,397,750 | $6,517,776 |
| LAND SALE | D | 2016-06-22 | 2022-12-31 | $1,672,395 | -$447,204 | -$447,204 | $2,119,599 |
| UBS | P | 2019-11-01 | 2022-12-31 | $251,186 | $251,186 | $251,186 | |
| UBS #15816 | P | 2019-11-01 | 2022-12-31 | $37,516,306 | -$3,223,986 | -$3,223,986 | $40,740,292 |
| CAPITAL GAINS DIVIDENDS | P | $679,835 | $679,835 | $679,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,941,278 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $333,981 | 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 | $333,981 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $333,981 | OverpaymentAmt |
| Applied To ES Tax | $333,981 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083442666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2797 W SUGARBERRY DRIVE | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRENDA THUESON | ||||||||
| 2797 W SUGARBERRY DRIVE | EAGLE | ID | 83616 | TRUSTEE | 55.00 | $200,000 | $0 | $0 |
| ED BODILY | ||||||||
| 2797 W SUGARBERRY DRIVE | EAGLE | ID | 83616 | TRUSTEE | 5.00 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS | |||||
| 1161 WEST RIVER STREET | BOISE | ID | 83702 | INVESTMENT | $391,368 |
| J&M FORESTRY AND GRADING INC | |||||
| 542 VERIBEST ROAD | LEXINGTON | GA | 30648 | FORESTRY | $313,622 |
| WILLIAMS FOREST CHEM | |||||
| 1324 11TH AVE | COLUMBUS | GA | 31901 | FORESTRY | $198,535 |
| DOYLE HANCOCK & SONS CONSTRUCTION INC | |||||
| 4182 GA-33 | DOERUN | GA | 31744 | FORESTRY | $158,301 |
| DOUG BREMBELOE | |||||
| 1045 MOOTY BRIDGE RD | LAGRANGE | GA | 30240 | CONSTRUCTION | $124,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 15 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROMOTES THE PREVENTION OF CRUELTY, ASSISTS COMMUNITIES IN THE CARE OF THE NEEDY, AND ASSISTS LOCAL LAW ENFORCEMENT AGENCIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE FOUNDATION PROMOTES THE CONSERVATION OF LAND THROUGH PRESERVING LAND IN ITS NATURAL STATE. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | THE FOUNDATION PROMOTES THE ADVANCEMENT OF PREVENTION, DIAGNOSIS AND TREATMENT OF HUMAN DISEASE BY SUPPORTING MEDICAL CLINICS, FACILITIES AND ORGANIZATIONS. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $69,057,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,491,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $247,725,985 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $326,274,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $326,274,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,894,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $321,380,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,069,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,069,039 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $16,069,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,069,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,069,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,150,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,150,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,069,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $40,945,612 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,945,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,150,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,150,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,918,483 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,918,483 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,027,129 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,027,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $27,027,129 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUBURN UNIVERSITY FOUNDATION INC | ||||||
| 317 SOUTH COLLEGE ST | AUBURN | AL | 36849 | POF | COLLEGE OF VETERINARY MEDICINE | $37,229 |
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PC | GENERAL OPERATIONS | $1,000,000 |
| BUILDING HOPE TODAY | ||||||
| 802 W BANNOCK ST STE 206 | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $14,300 |
| CAMP GRACE | ||||||
| 2995 WALKERS CHAPEL ROAD | ROBERTA | GA | 31078 | PC | GENERAL OPERATIONS | $25,000 |
| CATCH | ||||||
| 503 S AMERICANA BLVD | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $20,000 |
| BUTTS LAMAR AND MONROE COUNTIES | ||||||
| 625 W THIRD ST STE 8 | JACKSON | GA | 30233 | GOV | GENERAL OPERATIONS | $59,736 |
| DIVERSE POWER | ||||||
| PO BOX 160 | LAGRANGE | GA | 30241 | NC | CHARITABLE OPERATIONS | $1,500 |
| DREAMHAVEN RANCH | ||||||
| 14540 ANGEL LANE | BAKER CITY | OR | 97814 | PC | GENERAL OPERATIONS | $10,000 |
| EASTGATE PET CLINIC | ||||||
| 626 E BOISE AVE | BOISE | ID | 83706 | NC | EMERGENCY ANIMAL CARE | $1,000 |
| ELDRIDGE VETERINARY | ||||||
| 1226 E 185 N ST | ELY | NV | 89301 | NC | GENERAL OPERATIONS | $1,837 |
| ELEVATION OF 5 C'S OF PROPHET INC | ||||||
| 3331 MALATCHE DR | COLUMBUS | GA | 31907 | PC | EDUCATION | $20,000 |
| FACES OF HOPE | ||||||
| 417 S 6TH STREET | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $40,000 |
| FIRST RESPONDER'S CRISIS FUND | ||||||
| 115 HILL ST | LAGRANGE | GA | 30240 | PC | GENERAL OPERATIONS | $5,000 |
| GARDEN CITY COMMUNITY CATS PROJECT | ||||||
| 9169 W STATE ST 1535 | GARDEN CITY | ID | 83714 | PC | GENERAL OPERATIONS | $4,629 |
| GENESIS CLINIC COMMUNITY HEALTH | ||||||
| 215 W 35TH ST | GARDEN CITY | ID | 83714 | PC | MEDICAL RESCUE | $36,500 |
| GRACE JORDAN ELEMENTARY | ||||||
| 6411 FAIRFIELD AVE | BOISE | ID | 83709 | GOV | GENERAL OPERATIONS | $5,000 |
| HAND IN HAND MENTORING | ||||||
| PO BOX 1715 | EAGLE | ID | 83616 | PC | GENERAL OPERATIONS | $5,000 |
| HOGANSVILLE CHARITABLE TRUST | ||||||
| 200 E MAIN STREET | HOGANSVILLE | GA | 30230 | PC | GENERAL OPERATIONS | $7,500 |
| HOOPS 4 KIDS IDAHO | ||||||
| 1455 S COUNTRY TERRACE WAY | MERIDIAN | ID | 83642 | PC | GENERAL OPERATIONS | $30,000 |
| HOPE STREET PROJECT | ||||||
| 528 S WYNNE ST | COLEVILLE | WA | 99114 | PC | GENERAL OPERATIONS | $2,000 |
| HUMANITY CORPS | ||||||
| POBOX 1596 | MERIDIAN | ID | 83680 | PC | SCHOLARSHIPS | $15,000 |
| IDAHO COMMUNITY OUTREACH BEHAVIORAL SERVICES | ||||||
| 8601 W EMERALD ST | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $20,000 |
| IRON P HOMESTEAD ZOO | ||||||
| 684 HIGHTOWER RD | HOGANSVILLE | GA | 30230 | PC | GENERAL OPERATIONS | $105,000 |
| JOEYS PAW | ||||||
| 301 BELMONT RD | BUTLER | PA | 16001 | PC | GENERAL OPERATIONS | $20,000 |
| LAGRANGE POLICE DEPARTMENT | ||||||
| 200 RIDLEY AVE | LAGRANGE | GA | 30240 | GOV | ANIMAL PROTECTION | $49,542 |
| LIFE'S KITCHEN | ||||||
| 1025 S CAPITOL BLVD | BOISE | ID | 83706 | PC | GENERAL OPERATIONS | $20,000 |
| MADISON OGLETHORPE ANIMAL SHELTER | ||||||
| PO BOX 453 | DANIELSVILLE | GA | 30633 | GOV | ANIMAL RESCUE | $16,773 |
| MAKE-A-WISH IDAHO | ||||||
| 310 WEST IDAHO STREET | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 |
| MERIWETHER COUNTY ANIMAL SHELTER | ||||||
| 263 MCLAUGHLIN ROAD | GREENVILLE | GA | 30222 | GOV | ANIMAL RESCUE | $30,000 |
| MERIWETHER COUNTY BOARD OF COMMISSIONERS | ||||||
| 17234 ROOSEVELT HWY | GREENVILLE | GA | 30222 | GOV | GENERAL OPERATIONS | $10,000 |
| MISPLACED MUTTS | ||||||
| PO BOX 58 | BEAUFORT | NC | 28516 | PC | ANIMAL RESCUE | $2,000 |
| NEW BEGINNINGS | ||||||
| PO BOX 1045 | WINTON | CA | 95388 | PC | GENERAL OPERATIONS | $10,000 |
| NORTH COWETA HUMANE SOCIETY | ||||||
| 12 THE CRESCENT | NEWNAN | GA | 30263 | PC | ANIMAL RESCUE | $8,000 |
| NORTH GRIFFIN ANIMAL HOSPITAL | ||||||
| 1799 N EXPRESSWAY | GRIFFIN | GA | 30223 | NC | ANIMAL RESCUE | $1,692 |
| NORTHWEST NAZARENE UNIVERSITY | ||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | PC | GENERAL OPERATIONS | $50,000 |
| OLD FELLAS RESCUE | ||||||
| PO BOX 1437 | WAYNESBORO | GA | 30830 | PC | ANIMAL RESCUE | $21,000 |
| POOCHIE PET RESORT | ||||||
| 525 NEW FRANKLIN ROAD | LAGRANGE | GA | 30230 | PC | ANIMAL RESCUE | $200 |
| PUPPY PIPELINE RESCUE OF GEORGIA | ||||||
| 410 NEWBURGH COURT | ROSWELL | GA | 30075 | PC | ANIMAL RESCUE | $105,000 |
| SAWTOOTH SPORTS LLC | ||||||
| 11773 PHEASANT RUN | CALDWELL | ID | 83605 | PC | GENERAL OPERATIONS | $1,000 |
| SIMPLY CATS | ||||||
| 2833 S VICTORY VIEW WAY | BOISE | ID | 83704 | PC | SHELTER/FOOD/MEDICAL | $2,000 |
| SKYE'S RESCUE | ||||||
| 1734 E MAIN ST | HOGANSVILLE | GA | 30230 | PC | ANIMAL RESCUE | $7,000 |
| SPALDING COUNTY | ||||||
| 119 E SOLOMON ST | GRIFFIN | GA | 30223 | GOV | GENERAL OPERATIONS | $5,000 |
| ST LUKE'S HEALTH FOUNDATION | ||||||
| 420 W IDAHO ST | BOISE | ID | 83702 | POF | GENERAL OPERATIONS | $200,000 |
| SYRINGA HOSPITAL FOUNDATION | ||||||
| 607 W MAIN ST | GRANGEVILLE | ID | 83530 | POF | GENERAL OPERATIONS | $28,878 |
| THE CAT'S MEOW | ||||||
| 826 N HARPER AVE | LOS ANGELES | CA | 90046 | PC | ANIMAL RESCUE | $1,500 |
| THE CLOSET | ||||||
| 10338 W FAIRVIEW AVE | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $24,500 |
| UBS OPTIMUS FUND | ||||||
| 600 WASHINGTON BLVD | STAMFORD | CT | 06901 | POF | UKRAINE RELIEF FUND | $10,000 |
| UNITED WAY OF IREDELL COUNTY | ||||||
| PO BOX 1312 | STATESVILLE | NC | 28687 | PC | THE LIZ BURNS ENDOWMENT FUND | $10,000 |
| WEST GA TECH COLLEGE FOUNDATION | ||||||
| 401 ADAMSON SQUARE | CARROLLTON | GA | 30117 | POF | SCHOLARSHIPS | $24,640 |
| WOMEN'S & CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $15,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,150,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,185 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,941,278 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTING LEASES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,637,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,716,211 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,716,211 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61,967 | Amt |
| Net Investment Income | $61,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| HUMMER H1 | 2020-06-24 | $100,000 | $30,000 | SL | 5.000000000000 | $20,000 | $20,000 |
| HUMMER IMPROVEMENTS | 2020-12-03 | $6,031 | $1,307 | SL | 5.000000000000 | $1,206 | $1,206 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| HUMMER H1 | $100,000 | $50,000 | $50,000 |
| HUMMER IMPROVEMENTS | $6,031 | $2,513 | $3,518 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $207,436 | LegalFeesAmt |
| Net Investment Income | $207,436 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $60 | $60 | $0 |
| INSURANCE | $52,543 | $52,543 | $0 |
| OFFICE SUPPLIES | $24,472 | $24,472 | $0 |
| PROPERTY MANAGEMENT | $397,798 | $397,798 | $0 |
| TRAVEL | $14,302 | $14,302 | $0 |
| IRC 194(A) AMORTIZATION EXPENSE | $3,797,353 | $3,797,353 | $0 |
| INVESTMENT EXPENSES | $391,368 | $391,368 | $0 |
| MARKETING EXPENSES | $40,221 | $40,221 | $0 |
| VEHICLE | $2,117 | $2,117 | $0 |
| LEGAL SETTLEMENT | $1,092,500 | $1,092,500 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTING LEASES | Desc |
| Revenue And Expenses Per Books | $1,637,869 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,637,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,637,869 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $816,301 | $816,301 | $0 |
| TIMBER TAX | $97,833 | $97,833 | $0 |
| PAYROLL TAXES | $17,654 | $17,654 | $0 |
| EXCISE TAX | $200,000 | $0 | $0 |
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