GEORGE E WHITE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE E WHITE FOUNDATION (EIN 46-0429077)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-05
- IRS object ID
- 202201869349100620
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-05T16:37:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460257538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETEL THORSTENSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3140 | AddressLine1Txt |
| City | RAPID CITY | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 577093140 | 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 | 460429077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE E & BETTY J WHITE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6056422725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 729 | AddressLine1Txt |
| City | BELLE FOURCHE | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY A LENZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4062619031 | PhoneNum |
| Signature | 2022-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | LENZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M WEBSTER CPA | PreparerPersonNm |
| PTIN | P00020492 | PTIN |
| Phone | 6053425630 | PhoneNum |
| Preparation | 2022-07-05 | PreparationDt |
| 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 | $4,473,014 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,342 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,342 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,995 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,225 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,225 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $428 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $106,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,193,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,953 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $189,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,403 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,403 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,798 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,798 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $373 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $280 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,291 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,468 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,277 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,075 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,678 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $31,551 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,797 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,754 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,846 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,077 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,769 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $217,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,546 | CashBOYAmt |
| Cash EOY | $13,570 | CashEOYAmt |
| Cash EOYFMV | $13,573 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,689 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $197,398 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $197,398 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $197,398 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,949,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,791,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,813,162 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $120,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,818 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $78,241 | LandBOYAmt |
| Land EOY | $100,498 | LandEOYAmt |
| Land EOYFMV | $337,018 | LandEOYFMVAmt |
| Other Assets BOY | $365,549 | OtherAssetsBOYAmt |
| Other Assets EOY | $174 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $174 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,421,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,215,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,473,014 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,421,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,215,114 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,421,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,215,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,421,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,215,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,421,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,342,493 | SubtotalAmt |
| Other Decreases | $127,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,215,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 83,923 SHARES FED HERMES ST INC FUND | P | $730,000 | $728,449 | $1,551 | $1,551 |
| 15,079 SHARES FED HERMES ST INC FUND | P | $130,000 | $130,882 | -$882 | -$882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $669 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,475 | SubtotalAmt |
| Tax Based On Investment Income | $2,475 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25 | OverpaymentAmt |
| Applied To ES Tax | $25 | 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 | WY | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.WHITERANCHPARK.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENAE SCHAEFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6056422725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 940 | AddressLine1Txt |
| City | SPEARFISH | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57783 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KATHY A LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| STEVEN J LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | VICE PRES | 0.30 | $91,788 | $2,700 | $0 |
| MICHELLE SCHMIDT | ||||||||
| 2020 12TH AVE | BELLE FOURCHE | SD | 57717 | TREASURER | 0.30 | $0 | $0 | $0 |
| WHITNEY CUNDY | ||||||||
| PO BOX 1478 | SUNDANCE | WY | 82729 | SECRETARY | 0.30 | $0 | $0 | $0 |
| COLTON LENZ | ||||||||
| PO BOX 903 | SUNDANCE | WY | 82729 | DIRECTOR | 0.10 | $24,615 | $700 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 100 ACRES OF RANCH LAND IS DEDICATED IN PERPETUITY AS SUNDANCE WHITE RANCH PARK. THE PARK IS OPEN TO THE PUBLIC AND PROVIDES ACCESS TO NATURAL AREAS AND OUTDOOR RECREATIONAL OPPORTUNITIES WITH FIVE TRAIL OPTIONS FOR VARIOUS LEVELS OF PHYSICAL ACTIVITY, AS WELL AS OPEN SPACE. | Description1Txt |
| Expenses1 | $217,574 | Expenses1Amt |
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 | $3,782,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $197,572 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,037,690 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,037,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,977,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,475 | TotalTaxAmt |
| Distributable Before Adj | $196,381 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $196,381 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $196,381 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,574 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $222,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,529 | UndistributedIncomePYAmt |
| Qualifying Distributions | $222,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,529 | AppliedToYear1Amt |
| Applied To Current Year | $143,045 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,336 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIDS PRINT INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1453 | AddressLine1Txt |
| City | SUNDANCE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO HELP THE DAYCARE WITH THEIR EXP. | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,342 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,995 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $428 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,516 | ExclusionAmt |
| Related Or Exempt Function Incm | -$23,059 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHIRT SALES | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,234 | ExclusionAmt |
| Related Or Exempt Function Incm | -$23,059 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,175 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,291 | Amt |
| Net Investment Income | $823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,468 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| NEW LEAF PROPERTY | 2021-01-01 | $220,131 | S/L | 39.0000 | ||
| LAND | 2004-03-05 | $5,000 | ||||
| COMPUTER/SAFE | 2007-07-01 | $2,811 | 200DB | 5.0000 | $2,811 | |
| IMPROVEMENT PLAN | 2017-05-04 | $12,932 | ||||
| ALARM SYSTEM | 2020-07-15 | $1,687 | 200DB | 5.0000 | $253 | $574 |
| FLATBED TRAILER | 2020-10-08 | $1,193 | 200DB | 5.0000 | $60 | $453 |
| SKIDSTEER ATTACHMENTS | 2020-04-21 | $7,200 | 200DB | 5.0000 | $1,800 | $2,160 |
| FENCE - RAIL POLE FENCING | 2020-06-26 | $10,928 | 150DB | 15.0000 | $683 | $1,025 |
| FENCE - POWER GATE | 2020-11-09 | $9,535 | 150DB | 15.0000 | $119 | $942 |
| ELECTRICAL IMPROVE (UNDERGROUND POWER LINE) | 2020-10-07 | $33,096 | 150DB | 15.0000 | $414 | $3,268 |
| TOOLS | 2021-11-30 | $916 | 200DB | 5.0000 | $183 | |
| PELLET STOVE | 2021-11-30 | $1,260 | 200DB | 5.0000 | $252 | |
| TEEPEE | 2021-05-13 | $3,095 | 200DB | 7.0000 | $442 | |
| SIGNS | 2021-06-01 | $17,166 | 200DB | 5.0000 | $3,433 | |
| FENCE | 2021-06-04 | $5,766 | 150DB | 15.0000 | $288 | |
| 55 GALLON NS TOW BEHIND TRAILER SPRAYER | 2021-06-15 | $2,099 | 200DB | 5.0000 | $420 | |
| ELECTRICAL IMPROVEMENTS | 2021-02-03 | $2,185 | 150DB | 15.0000 | $109 | |
| WINDOW REPLACEMENTS | 2021-11-30 | $3,447 | 150DB | 20.0000 | $129 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | NEW LEAF PROPERTY | AssetDesc |
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2021-04 | SoldDt |
| Gross Sales Price | $205,000 | GrossSalesPriceAmt |
| Basis | $220,131 | BasisAmt |
| Sales Expense | $7,928 | SalesExpenseAmt |
| Total Net | -$23,059 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANZ MID CAP VALUE | AT COST | $60,006 | $100,832 |
| AMERICAN FUNDS FUNDAMENTAL | AT COST | $64,594 | $98,032 |
| AMERICAN FUNDS INCOME | AT COST | $168,477 | $262,614 |
| AMERICAN FUNDS INVESTMENT | AT COST | $378,248 | $781,355 |
| AMERICAN FUNDS WORLD | AT COST | $139,408 | $297,191 |
| FED HERMES BOND | AT COST | $66,000 | $66,295 |
| FED HERMES ST INCOME | AT COST | $370,669 | $366,775 |
| FIDELITY ADV NEW INSIGHT | AT COST | $57,823 | $79,897 |
| JP MORGAN VALUE | AT COST | $53,529 | $79,872 |
| MFS DIVERSIFIED INCOME | AT COST | $107,514 | $124,194 |
| PARNASSUS CORE EQUITY INVESTORS | AT COST | $152,272 | $234,631 |
| PIMCO INCOME | AT COST | $238,644 | $242,799 |
| PFIZER | AT COST | $10,142 | $14,763 |
| WALMART | AT COST | $11,648 | $15,482 |
| WASHINGTON MUTUAL INVS | AT COST | $210,844 | $307,868 |
| ISHARES MSCI EAFE ETF | AT COST | $84,302 | $133,557 |
| ISHARES CORE S&P 500 ETF | AT COST | $118,631 | $84,343 |
| SCHWABB BROAD MARKET ETF | AT COST | $119,379 | $131,657 |
| VANGUARD EXTENDED MARKET INDEX ETF | AT COST | $143,427 | $143,728 |
| VANGUARD TE BOND FUND ETF | AT COST | $127,478 | $127,281 |
| VANGUARD TOTAL STOCK MARKET | AT COST | $108,750 | $119,996 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| MACHINERY AND EQUIPMENT | $102,384 | $19,818 | $82,566 | $82,566 |
| MISCELLANEOUS | $12,932 | $12,932 | $12,932 | |
| LAND | $5,000 | $5,000 | $241,520 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $373 | LegalFeesAmt |
| Disbursements Charitable Prps | $280 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW LEAF PROP LLC | $238,170 | ||
| CAPITAL CREDITS | $174 | $174 | |
| PERM REST - WHITE REMAINDER TR ASSET | $127,379 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTRICTED AMOUNT RELEASED IN PRIOR PERIOD | Desc |
| Amt | $127,379 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $144 | $65 | $79 |
| INVESTMENT EXPENSES | $34,304 | $25,728 | $8,576 |
| INSURANCE | $10,783 | $10,783 | |
| OTHER FEES | $35 | $35 | |
| SUPPLIES | $21,702 | $21,702 | |
| MISCELLANEOUS | $242 | $242 | |
| DUES & SUBSCRIPTIONS | $800 | $800 | |
| WEBSITE DESIGN AND PARK ADVER | $7,533 | $7,533 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,379 | $2,379 |
| CAPITAL CREDITS | $174 | $174 |
| SHIRT SALES | $400 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTE RECEIVABLE - NEW LEAF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $197,398 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONTRACT LABOR | CategoryTxt |
| Amt | $1,277 | Amt |
| Disbursements Charitable Prps | $1,277 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LAND RE TAXES | $2,075 | $2,075 | |
| TAXES 990PF | $6 | ||
| FOREIGN TAXES | $71 | $71 |
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