FOUR J FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOUR J FOUNDATION (EIN 84-1404673)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202201339349102555
- Schema version
- 2021v4.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:55:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841404673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR J FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUR | BusinessNameControlTxt |
| Phone | 2083446778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOARD OF DIRECTOR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2083446778 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOARD | PersonFirstNm |
| Person Last | OF DIRECTOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS W BURGESS CPA | PreparerPersonNm |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,801,148 | 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 |
| Dividends Rev And Expnss | $187,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $530,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,569 | 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 | $6,254 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $269 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $335,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,453 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,062 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,641 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $499,550 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $496,623 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,580,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,563,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,989,914 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $490,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $245,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $251,549 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,399,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,370,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,801,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,399,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,370,846 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,399,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,370,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,399,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,370,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,399,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,370,846 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,370,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| US BANCORP COM NEW | 2012-05-07 | 2021-12-08 | $285,349 | $158,750 | $126,599 | $126,599 | |
| THIRD FED SVGS & LN ASSN OF CL | 2017-11-15 | 2021-11-24 | $245,000 | $245,000 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,978 | 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 | $2,978 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,311 | 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 | EIDE BAILLY LLP | IndividualWithBooksNm |
| Phone | 2083447150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN SUITE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE M GOSS | ||||||||
| 877 W MAIN STREET STE 800 | BOISE | ID | 83702 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MARY J KING | ||||||||
| 877 W MAIN STREET STE 800 | BOISE | ID | 83702 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PATRICIA K HEAD | ||||||||
| 877 W MAIN STREET STE 800 | BOISE | ID | 83702 | DIRECTOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $7,556,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,746,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,746,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,629,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,289 | TotalTaxAmt |
| Distributable Before Adj | $377,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $377,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $377,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $377,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $43,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $38,870 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,934 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,934 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,257 | 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 | $40,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,387 | ExcessFromYear3Amt |
| Excess From Year1 | $38,870 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUR J FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN STREET STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083447150 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST CONTAINING ORGANIZATION'S BUDGET AND DESCRIPTION OF PROGRAM SERVICES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTING ORGANIZATION MUST PROVIDE SERVICES TO FOUR J FOUNDATION'S TARGETED RECIPIENT GROUPS AS DEFINED IN FORM 1023, PART II, AS FOLLOWS: DISADVANTAGED CHILDREN, FINANCIALLY DISADVANTAGED ELDERLY PERSONS, THE HOMELESS, AND PERSONS WITH DISABILITIES. THE FOUNDATION WILL PROVIDE FUNDING TO QUALIFIED CHARITIES WHICH OFFER TRAINING, EXPERIENCE, AND EDUCATION TO ALLOW TARGETED PEOPLE TO BECOME MORE PRODUCTIVE AND CONTRIBUTING MEMBERS OF SOCIETY. THE FOUNDATION WILL REVIEW AND SELECT QUALIFIED CHARITIES WITH SPECIFIC PROGRAMS DESIGNED TO TEACH THE TARGETED PEOPLE TO HELP THEMSELVES IN WORKING TOWARD SELF RELIANCE. ANNUALLY, THE FOUNDATION WILL REVIEW PROSPECTIVE PROGRAMS OF QUALIFIED CHARITIES AND SELECT PROGRAMS AND ALLOCATE FUNDING. CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF BOISE | |||||||
| PO BOX 140104 | BOISE | ID | 83714 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $10,000 |
| BISHOP KELLY FOUNDATION | |||||||
| 7009 FRANKLIN ROAD | BOISE | ID | 83709 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| BOISE ART MUSEUM | |||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | N/A | PUBLIC | CHILDREN ART CLASSES | $1,000 |
| BOISE RESCUE MISSION MINISTRIES | |||||||
| PO BOX 1494 | BOISE | ID | 83701 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $10,000 |
| BOYS AND GIRLS CLUB | |||||||
| 610 E 42ND STREET | GARDEN CITY | ID | 83714 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| BSU COLLEGE OF EDUCATION | |||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $10,000 |
| BSU DEPARTMENT OF NURSING | |||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $10,000 |
| FACES OF HOPE VICTIM CENTER | |||||||
| 417 6TH STREET | BOISE | ID | 83702 | N/A | PUBLIC | UNRESTRICTED FOR CHARITABLE USES | $20,000 |
| FEED THE GAP | |||||||
| PO BOX 5511 | BOISE | ID | 83705 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $1,000 |
| FIRST TEE OF IDAHO | |||||||
| 172 S ACADEMY AVENUE SUITE 160 | EAGLE | ID | 83616 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $2,000 |
| FRIENDS OF THE BOISE ZOO | |||||||
| 355 JULIA DAVIS DR | BOISE | ID | 83702 | N/A | PUBLIC | UNRESTRICTED | $5,000 |
| IDAHO BLACK HISTORY MUSEUM | |||||||
| 508 JULIA DAVIS DR | BOISE | ID | 83702 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $2,000 |
| IDAHO FOODBANK | |||||||
| PO BOX 5601 | BOISE | ID | 83705 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $15,000 |
| INTERFAITH SANCTUARY HOUSING SERVICES | |||||||
| PO BOX 9334 | BOISE | ID | 83707 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $20,000 |
| JESSE TREE | |||||||
| 1121 MILLER STREET | BOISE | ID | 83702 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $5,000 |
| KBSU PUBLIC RADIO | |||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $1,000 |
| LEARNING LAB | |||||||
| 308 E 36TH STREET | GARDEN CITY | ID | 83714 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $60,000 |
| MEALS ON WHEELS BOISE | |||||||
| 600 N ROBBINS ROAD | BOISE | ID | 83702 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 101 E WARM SPRINGS AVENUE | BOISE | ID | 83712 | N/A | PUBLIC | CAPITAL IMPROVEMENTS & OPERATIONS | $5,000 |
| SALVATION ARMY | |||||||
| 1617 NORTH 24TH STREET | BOISE | ID | 83702 | N/A | PUBLIC | UNRESTRICTED FOR CHARITABLE USES | $5,000 |
| ST JOSEPH'S SCHOOL FOUNDATION | |||||||
| 825 W FORT ST | BOISE | ID | 83702 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| ST ALPHONSUS FOUNDATION | |||||||
| 1055 N CURTIS ROAD | BOISE | ID | 83706 | N/A | PUBLIC | MEDICAL PURPOSES | $20,000 |
| ST IGNATIUS CATHOLIC SCHOOL FOUNDATION | |||||||
| 6180 N MERIDIAN ROAD | MERIDIAN | ID | 83646 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| ST JOHN'S CATHEDRAL | |||||||
| 775 N 8TH STREET | BOISE | ID | 83702 | N/A | PUBLIC | RELIGIOUS PURPOSES | $5,000 |
| ST LUKES CANCER INSTITUTE | |||||||
| 190 E BANNOCK STREET | BOISE | ID | 83712 | N/A | PUBLIC | FOR USE IN AREA OF GREATEST NEED | $10,000 |
| ST LUKES HEALTH FOUNDATION | |||||||
| 190 E BANNOCK STREET | BOISE | ID | 83712 | N/A | PUBLIC | FOR USE IN AREA OF GREATEST NEED | $10,000 |
| TERRY REILLY HEALTH SERVICES | |||||||
| 300 S 23RD STREET | BOISE | ID | 83702 | N/A | PUBLIC | MEDICAL PURPOSES | $2,000 |
| THE CHILDREN'S SCHOOL | |||||||
| 1015 N 8TH STREET | BOISE | ID | 83702 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $10,000 |
| THE FOUNDATION FOR IDAHO HISTORY | |||||||
| PO BOX 664 | BOISE | ID | 83701 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| UNIVERSITY OF IDAHO BILL GOSS SCHOLARSHIP | |||||||
| 709 S DEAKIN STREET | MOSCOW | ID | 83844 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $2,000 |
| UNIVERSITY OF IDAHO COLLEGE OF EDUCATION | |||||||
| 875 PERIMETER DR MS 3080 | MOSCOW | ID | 83844 | N/A | PUBLIC | EDUCATIONAL PURPOSES | $5,000 |
| WASSMUTH CENTER FOR HUMAN RIGHTS | |||||||
| 777 S 8TH STREET | BOISE | ID | 83702 | N/A | PUBLIC | UNRESTRICTED FOR CHARITABLE USES | $5,000 |
| WOMEN'S AND CHILDREN'S ALLIANCE | |||||||
| 720 W WASHINGTON STREET | BOISE | ID | 83702 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $10,000 |
| YMCA | |||||||
| 7009 FRANKLIN ROAD | BOISE | ID | 83709 | N/A | PUBLIC | COMMUNITY SUPPORT FOR PEOPLE IN NEED | $1,000 |
| IDAHO ELITE BASKETBALL | |||||||
| 5690 NORTH FOX RUN WAY | MERIDIAN | ID | 83815 | N/A | PUBLIC | SCHOLARSHIPS FOR DISADVANTAGED KIDS | $6,000 |
| KAPPA HOUSE | |||||||
| 606 W STONINGTON CT | COEUR D ALENE | ID | 83815 | N/A | PUBLIC | ROOM RENOVATIONS | $7,000 |
| CITY OF GOOD | |||||||
| PO BOX 1563 | BOISE | ID | 83701 | N/A | PUBLIC | UNRESTRICTED FOR CHARITABLE USES | $5,000 |
| ROMAN CATHOLIC DIOCESE OF BOISE | |||||||
| 1501 S FEDERAL WAY | BOISE | ID | 83705 | N/A | PUBLIC | FOR THE GREATEST NEED IN THE LOCAL CATHOLIC CHURCH AS DETERMINED BY BISHOP PETER CHRISTIANSON | $20,000 |
| IDAHO PUBLIC TELEVISION | |||||||
| 1455 N ORCHARD ST | BOISE | ID | 83706 | N/A | PUBLIC | UNRESTRICTED FOR CHARITABLE USES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,000 | 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 | $187,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,569 | 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 | $6,254 | Amt |
| Net Investment Income | $5,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANCORP STOCK | $873,007 | $3,370,200 |
| SPDR DJIA TRUST | $900,708 | $2,416,078 |
| ISHARES MSCI EMERGING MKTS FD | $50,327 | $63,505 |
| ISHARES CORE S&P 500 ETF | $490,850 | $906,281 |
| ISHARES INTL SELECT DIV ETF | $248,342 | $233,850 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $499,550 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $496,623 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS BK NEW YORK CD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $245,000 | BookValueAmt |
| EOYFMV | $251,549 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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