SIMPLOT COMPANY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIMPLOT COMPANY FOUNDATION INC (EIN 82-0522113)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-04-01
- IRS object ID
- 202210919349100521
- Schema version
- 2020v4.2
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-01T04:14:15-00:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820522113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R Simplot Company Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JRSI | BusinessNameControlTxt |
| Phone | 2083362110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 27 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R SIMPLOT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2022-03-31 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SIMPLOT | PersonLastNm |
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 | 2020 | 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 | $73,957,979 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $951,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $951,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,985,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,028,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,824,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,936,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,775,609 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $14,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,617 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $133,374 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $107,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,099 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $254,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,670,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,548,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,925,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,563,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,011,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,668,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840,992 | CashBOYAmt |
| Cash EOY | $483,973 | CashEOYAmt |
| Cash EOYFMV | $483,973 | CashEOYFMVAmt |
| Acct Rcvbl | $56,133 | AcctRcvblAmt |
| Acct Rcvbl BOY | $84,117 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $56,133 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $56,133 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $44,688,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,417,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,417,873 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $45,613,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,957,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,957,979 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,454 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,278 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,065,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,180,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $13,004 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $130,378 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,080,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,312,656 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $43,533,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,645,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,533,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,645,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,613,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,957,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,533,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,011,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,100,699 | OtherIncreasesAmt |
| Subtotal | $72,645,323 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $72,645,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3M Co 115 shrs | P | 2016-11-02 | 2020-04-01 | $15,508 | $18,888 | -$3,380 | -$3,380 |
| Accenture Plc 153 shrs | P | 2020-03-30 | 2020-07-16 | $33,518 | $25,789 | $7,729 | $7,729 |
| Amgen Inc 92 shrs | P | 2019-04-25 | 2020-04-01 | $18,910 | $16,527 | $2,383 | $2,383 |
| Amgen Inc 207 shrs | P | 2017-08-14 | 2020-04-01 | $42,547 | $35,515 | $7,032 | $7,032 |
| Amgen Inc 660 shrs | P | 2018-03-29 | 2020-04-01 | $135,656 | $112,757 | $22,899 | $22,899 |
| Amgen Inc 539 shrs | P | 2017-04-20 | 2020-04-01 | $110,786 | $87,631 | $23,155 | $23,155 |
| Amgen Inc 1753 shrs | P | 2016-11-02 | 2020-04-01 | $360,310 | $245,788 | $114,522 | $114,522 |
| Applied Materials Inc 3989 shrs | P | 2019-04-25 | 2020-04-01 | $186,960 | $179,559 | $7,401 | $7,401 |
| Bank of America Corp 1503 shrs | P | 2019-04-25 | 2020-11-19 | $40,348 | $45,489 | -$5,141 | -$5,141 |
| Bhp Billiton Limited - Adr 8653 shrs | P | 2018-04-23 | 2020-04-01 | $319,894 | $410,006 | -$90,112 | -$90,112 |
| Bhp Billiton Limited - Adr 1433 shrs | P | 2019-04-25 | 2020-04-01 | $52,977 | $76,612 | -$23,635 | -$23,635 |
| Broadcom Inc 88 shrs | P | 2019-04-25 | 2020-04-01 | $20,724 | $27,086 | -$6,362 | -$6,362 |
| Broadcom Inc 1587 shrs | P | 2018-04-23 | 2020-04-01 | $373,740 | $374,041 | -$301 | -$301 |
| C H Robinson Worldwide Inc 178 shrs | P | 2017-04-20 | 2020-09-16 | $18,675 | $13,564 | $5,111 | $5,111 |
| Canadian Nat Res Ltd 1046 shrs | P | 2019-04-25 | 2020-11-19 | $22,302 | $31,892 | -$9,590 | -$9,590 |
| Canadian Nat Res Ltd 887 shrs | P | 2019-04-25 | 2021-03-12 | $28,561 | $27,044 | $1,517 | $1,517 |
| Canadian Natl RR Co Com 221 shrs | P | 2020-03-30 | 2020-07-16 | $20,721 | $16,585 | $4,136 | $4,136 |
| Canon Inc - Adr 6319 shrs | P | 2018-04-23 | 2020-04-01 | $142,206 | $226,056 | -$83,850 | -$83,850 |
| Canon Inc - Adr 2121 shrs | P | 2019-04-25 | 2020-04-01 | $47,732 | $58,558 | -$10,826 | -$10,826 |
| Carrier Global Corp 2717 shrs | P | 2016-11-02 | 2020-04-08 | $37,538 | $47,423 | -$9,885 | -$9,885 |
| Carrier Global Corp 605 shrs | P | 2018-03-29 | 2020-04-08 | $8,359 | $13,014 | -$4,655 | -$4,655 |
| Carrier Global Corp 358 shrs | P | 2017-04-20 | 2020-04-08 | $4,946 | $6,998 | -$2,052 | -$2,052 |
| Carrier Global Corp 253 shrs | P | 2017-08-14 | 2020-04-08 | $3,495 | $5,076 | -$1,581 | -$1,581 |
| Carrier Global Corp 45 shrs | P | 2019-04-25 | 2020-04-08 | $622 | $1,077 | -$455 | -$455 |
| Caterpillar Inc 360 shrs | P | 2018-04-23 | 2020-07-16 | $49,907 | $55,791 | -$5,884 | -$5,884 |
| Chevron Corp 5471 shrs | P | 2019-04-25 | 2020-04-01 | $385,741 | $646,637 | -$260,896 | -$260,896 |
| China Petroleum Chemical Cor-Adr 3890 shrs | P | 2017-04-21 | 2020-04-01 | $185,087 | $314,015 | -$128,928 | -$128,928 |
| China Petroleum Chemical Cor-Adr 788 shrs | P | 2018-03-29 | 2020-04-01 | $37,450 | $69,719 | -$32,269 | -$32,269 |
| China Petroleum Chemical Cor-Adr 902 shrs | P | 2019-04-25 | 2020-04-01 | $42,867 | $69,104 | -$26,237 | -$26,237 |
| China Petroleum Chemical Cor-Adr 629 shrs | P | 2017-04-21 | 2020-04-01 | $29,893 | $50,775 | -$20,882 | -$20,882 |
| China Petroleum Chemical Cor-Adr 52 shrs | P | 2018-04-23 | 2020-04-01 | $2,471 | $4,972 | -$2,501 | -$2,501 |
| China Petroleum Chemical Cor-Adr 71 shrs | P | 2017-08-14 | 2020-04-01 | $3,374 | $5,322 | -$1,948 | -$1,948 |
| Chubb Limited 175 shrs | P | 2019-04-25 | 2020-07-16 | $23,669 | $24,800 | -$1,131 | -$1,131 |
| Cisco Systems Inc 1458 shrs | P | 2016-11-02 | 2021-03-12 | $71,085 | $44,374 | $26,711 | $26,711 |
| Citigroup Inc 421 shrs | P | 2019-04-25 | 2020-11-19 | $21,939 | $29,099 | -$7,160 | -$7,160 |
| Citigroup Inc 628 shrs | P | 2019-04-25 | 2021-03-12 | $46,950 | $43,407 | $3,543 | $3,543 |
| Coca-Cola Femsa Sab De CV 167 shrs | P | 2017-04-20 | 2020-11-19 | $7,652 | $12,222 | -$4,570 | -$4,570 |
| Coca-Cola Femsa Sab De CV 200 shrs | P | 2017-04-20 | 2021-03-12 | $9,558 | $14,637 | -$5,079 | -$5,079 |
| Colgate Palmolive Co 591 shrs | P | 2016-11-02 | 2020-04-01 | $38,512 | $41,947 | -$3,435 | -$3,435 |
| Comcast Corp Class A 1467 shrs | P | 2020-03-30 | 2020-09-16 | $68,944 | $51,541 | $17,403 | $17,403 |
| Conocophillips 535 shrs | P | 2020-03-30 | 2020-11-19 | $21,103 | $15,548 | $5,555 | $5,555 |
| Conocophillips 398 shrs | P | 2020-03-30 | 2021-03-12 | $23,539 | $11,567 | $11,972 | $11,972 |
| Crh Plc - Adr 333 shrs | P | 2016-11-02 | 2020-04-01 | $8,478 | $10,620 | -$2,142 | -$2,142 |
| Crh Plc - Adr 750 shrs | P | 2016-11-02 | 2020-07-16 | $28,556 | $23,920 | $4,636 | $4,636 |
| Cummins Inc 24 shrs | P | 2016-11-02 | 2020-04-01 | $3,248 | $2,933 | $315 | $315 |
| CVS Health Corporation 3474 shrs | P | 2017-04-20 | 2020-04-01 | $202,165 | $276,051 | -$73,886 | -$73,886 |
| CVS Health Corporation 1126 shrs | P | 2018-03-29 | 2020-04-01 | $65,526 | $69,898 | -$4,372 | -$4,372 |
| CVS Health Corporation 236 shrs | P | 2018-04-23 | 2020-04-01 | $13,734 | $15,487 | -$1,753 | -$1,753 |
| CVS Health Corporation 1474 shrs | P | 2019-04-25 | 2020-04-01 | $85,778 | $78,955 | $6,823 | $6,823 |
| Dow Inc 3480 shrs | P | 2019-04-25 | 2020-04-01 | $98,100 | $193,603 | -$95,503 | -$95,503 |
| Eaton Corp Plc 279 shrs | P | 2016-11-02 | 2020-07-16 | $26,089 | $16,944 | $9,145 | $9,145 |
| Ecopetrol Sa 910 shrs | P | 2019-04-25 | 2020-11-19 | $10,715 | $17,215 | -$6,500 | -$6,500 |
| Emerson Electric Co 291 shrs | P | 2016-11-02 | 2020-11-19 | $22,449 | $14,841 | $7,608 | $7,608 |
| Eog Resources Inc 247 shrs | P | 2020-03-30 | 2020-11-19 | $11,237 | $8,541 | $2,696 | $2,696 |
| Eog Resources Inc 357 shrs | P | 2020-03-30 | 2021-03-12 | $26,792 | $12,345 | $14,447 | $14,447 |
| Equinor Asa 13168 shrs | P | 2019-04-25 | 2020-04-01 | $149,028 | $299,874 | -$150,846 | -$150,846 |
| Fifth Third Bancorp 456 shrs | P | 2016-11-02 | 2021-03-12 | $17,761 | $9,917 | $7,844 | $7,844 |
| General Dynamics Corp 63 shrs | P | 2019-04-25 | 2020-11-19 | $9,460 | $11,268 | -$1,808 | -$1,808 |
| General Mills Inc 155 shrs | P | 2016-11-02 | 2020-04-01 | $8,252 | $9,552 | -$1,300 | -$1,300 |
| Genuine Parts Co 184 shrs | P | 2016-11-02 | 2020-09-16 | $18,732 | $16,375 | $2,357 | $2,357 |
| Gilead Sciences Inc 981 shrs | P | 2017-04-20 | 2020-07-16 | $74,997 | $65,319 | $9,678 | $9,678 |
| Halliburton Co 5073 shrs | P | 2019-04-25 | 2020-04-01 | $31,896 | $150,671 | -$118,775 | -$118,775 |
| Honeywell International Inc 298 shrs | P | 2017-04-20 | 2020-09-16 | $50,511 | $35,610 | $14,901 | $14,901 |
| Intel Corp 843 shrs | P | 2016-11-02 | 2020-11-19 | $38,377 | $29,062 | $9,315 | $9,315 |
| International Business Machs Corp 98 shrs | P | 2016-11-02 | 2020-04-01 | $10,933 | $14,965 | -$4,032 | -$4,032 |
| International Business Machs Corp 311 shrs | P | 2016-11-02 | 2021-03-12 | $39,515 | $47,491 | -$7,976 | -$7,976 |
| Johnson Johnson 1040 shrs | P | 2015-08-24 | 2020-04-01 | $137,485 | $97,278 | $40,207 | $40,207 |
| Johnson Controls International Plc 843 shrs | P | 2018-04-23 | 2020-07-16 | $31,362 | $28,979 | $2,383 | $2,383 |
| JPMorgan Chase Co 663 shrs | P | 2016-11-02 | 2020-11-19 | $76,430 | $45,660 | $30,770 | $30,770 |
| Kellogg Co 2234 shrs | P | 2018-04-23 | 2020-04-01 | $135,117 | $135,329 | -$212 | -$212 |
| Kellogg Co 314 shrs | P | 2019-04-25 | 2020-04-01 | $18,991 | $18,280 | $711 | $711 |
| Keycorp New 5899 shrs | P | 2018-04-23 | 2020-04-01 | $61,927 | $117,428 | -$55,501 | -$55,501 |
| Keycorp New 1788 shrs | P | 2019-04-25 | 2020-04-01 | $18,770 | $30,795 | -$12,025 | -$12,025 |
| Kimberly Clark Corp Com 70 shrs | P | 2016-11-02 | 2020-04-01 | $9,104 | $7,977 | $1,127 | $1,127 |
| Kla-Tencor Corp Com 11 shrs | P | 2017-04-20 | 2020-04-01 | $1,611 | $1,086 | $525 | $525 |
| Kla-Tencor Corp Com 131 shrs | P | 2017-04-20 | 2020-07-16 | $25,738 | $12,937 | $12,801 | $12,801 |
| Lam Research Corp Com 696 shrs | P | 2019-04-25 | 2020-04-01 | $178,405 | $144,292 | $34,113 | $34,113 |
| Linde Public Limited Company 256 shrs | P | 2020-03-30 | 2020-07-16 | $61,095 | $44,721 | $16,374 | $16,374 |
| Lockheed Martin Corp 102 shrs | P | 2016-11-02 | 2020-04-01 | $35,258 | $24,980 | $10,278 | $10,278 |
| Lyondellbasell Industries Nv 466 shrs | P | 2016-11-02 | 2020-09-16 | $35,894 | $36,385 | -$491 | -$491 |
| Magna Intl Inc Cl A 51 shrs | P | 2016-11-02 | 2020-04-01 | $1,585 | $2,040 | -$455 | -$455 |
| Medtronic Plc 905 shrs | P | 2017-04-20 | 2020-04-01 | $83,348 | $73,405 | $9,943 | $9,943 |
| Merck Co Inc New 1626 shrs | P | 2016-11-02 | 2020-04-01 | $124,423 | $96,000 | $28,423 | $28,423 |
| Mondelez International Inc 9 shrs | P | 2018-04-23 | 2020-04-01 | $450 | $363 | $87 | $87 |
| Nucor Corp 347 shrs | P | 2016-11-02 | 2021-03-12 | $24,229 | $16,627 | $7,602 | $7,602 |
| Nutrien Ltd 3220 shrs | P | 2019-04-25 | 2020-04-01 | $101,199 | $171,684 | -$70,485 | -$70,485 |
| Occidental Pete Corp 3727 shrs | P | 2019-04-25 | 2020-04-01 | $41,128 | $233,548 | -$192,420 | -$192,420 |
| Oracle Corporation 1017 shrs | P | 2020-03-30 | 2020-09-16 | $61,831 | $51,803 | $10,028 | $10,028 |
| Otis Worldwide Corp 1358 shrs | P | 2016-11-02 | 2020-04-08 | $57,175 | $71,104 | -$13,929 | -$13,929 |
| Otis Worldwide Corp 303 shrs | P | 2018-03-29 | 2020-04-08 | $12,757 | $19,512 | -$6,755 | -$6,755 |
| Otis Worldwide Corp 179 shrs | P | 2017-04-20 | 2020-04-08 | $7,536 | $10,492 | -$2,956 | -$2,956 |
| Otis Worldwide Corp 127 shrs | P | 2017-08-14 | 2020-04-08 | $5,347 | $7,611 | -$2,264 | -$2,264 |
| Otis Worldwide Corp 22 shrs | P | 2019-04-25 | 2020-04-08 | $926 | $1,615 | -$689 | -$689 |
| Parker Hannifin Corp 64 shrs | P | 2020-03-31 | 2020-11-19 | $17,180 | $8,338 | $8,842 | $8,842 |
| Petroleo Brasileiro S.A. - Adr 25725 shrs | P | 2019-04-25 | 2020-04-01 | $131,938 | $363,188 | -$231,250 | -$231,250 |
| Pfizer Inc 978 shrs | P | 2016-11-02 | 2020-04-01 | $31,460 | $30,234 | $1,226 | $1,226 |
| Pfizer Inc 1267 shrs | P | 2016-11-02 | 2020-11-19 | $45,783 | $39,169 | $6,614 | $6,614 |
| Phillips 66 1983 shrs | P | 2019-04-25 | 2020-04-01 | $106,814 | $188,939 | -$82,125 | -$82,125 |
| Pnc Financial Services Corp 83 shrs | P | 2020-03-30 | 2020-11-19 | $10,789 | $8,272 | $2,517 | $2,517 |
| Ppg Industries Inc 158 shrs | P | 2020-03-31 | 2020-09-16 | $20,531 | $13,408 | $7,123 | $7,123 |
| Raytheon Company 0.231 shrs | P | 2016-11-02 | 2020-04-29 | $16 | $13 | $3 | $3 |
| Raytheon Company 668 shrs | P | 2016-11-02 | 2020-09-16 | $41,980 | $38,897 | $3,083 | $3,083 |
| Rio Tinto Plc-Adr 6589 shrs | P | 2018-04-23 | 2020-04-01 | $292,518 | $366,994 | -$74,476 | -$74,476 |
| Rio Tinto Plc-Adr 1192 shrs | P | 2019-04-25 | 2020-04-01 | $52,919 | $71,016 | -$18,097 | -$18,097 |
| Rockwell Automation Inc 50 shrs | P | 2019-04-25 | 2020-11-19 | $12,467 | $8,892 | $3,575 | $3,575 |
| Rogers Communications Inc Cl B 346 shrs | P | 2019-04-25 | 2021-03-12 | $16,467 | $17,057 | -$590 | -$590 |
| Stanley Black Decker Inc 190 shrs | P | 2020-03-31 | 2020-07-16 | $28,912 | $19,075 | $9,837 | $9,837 |
| Suncor Energy Inc New F 1060 shrs | P | 2018-04-23 | 2020-11-19 | $16,310 | $35,348 | -$19,038 | -$19,038 |
| Suncor Energy Inc New F 1188 shrs | P | 2018-04-23 | 2021-03-12 | $27,894 | $39,616 | -$11,722 | -$11,722 |
| Sysco Corp 333 shrs | P | 2016-11-02 | 2020-04-01 | $15,418 | $15,993 | -$575 | -$575 |
| Sysco Corp 563 shrs | P | 2016-11-02 | 2020-09-16 | $38,467 | $27,039 | $11,428 | $11,428 |
| Te Connectivity Ltd 300 shrs | P | 2019-04-25 | 2020-09-16 | $30,464 | $28,637 | $1,827 | $1,827 |
| Texas Instruments Inc 448 shrs | P | 2016-11-02 | 2020-07-16 | $59,095 | $31,071 | $28,024 | $28,024 |
| Tyson Foods Inc Cl A Del 276 shrs | P | 2019-04-25 | 2021-03-12 | $20,792 | $20,317 | $475 | $475 |
| Unilever PLC-ADR 537 shrs | P | 2012-05-31 | 2020-04-01 | $26,960 | $16,938 | $10,022 | $10,022 |
| Unilever PLC-ADR 770 shrs | P | 2009-02-23 | 2020-04-01 | $38,658 | $14,951 | $23,707 | $23,707 |
| Union Pacific Corp 97 shrs | P | 2016-11-02 | 2020-04-01 | $13,466 | $8,524 | $4,942 | $4,942 |
| United Parcel Service-Cl B 1942 shrs | P | 2016-11-02 | 2020-04-01 | $188,753 | $207,537 | -$18,784 | -$18,784 |
| United Parcel Service-Cl B 964 shrs | P | 2018-03-29 | 2020-04-01 | $93,696 | $100,752 | -$7,056 | -$7,056 |
| United Parcel Service-Cl B 612 shrs | P | 2019-04-25 | 2020-04-01 | $59,483 | $65,139 | -$5,656 | -$5,656 |
| United Parcel Service-Cl B 214 shrs | P | 2017-08-14 | 2020-04-01 | $20,800 | $24,323 | -$3,523 | -$3,523 |
| United Parcel Service-Cl B 394 shrs | P | 2017-04-20 | 2020-04-01 | $38,295 | $41,524 | -$3,229 | -$3,229 |
| United Technologies Corp 22 shrs | P | 2016-11-02 | 2020-04-01 | $2,173 | $2,241 | -$68 | -$68 |
| V F Corp 229 shrs | P | 2016-11-02 | 2020-07-16 | $14,330 | $11,550 | $2,780 | $2,780 |
| V F Corp 364 shrs | P | 2016-11-02 | 2020-09-16 | $27,911 | $18,359 | $9,552 | $9,552 |
| Viatris Inc 1 shrs | P | 2016-11-02 | 2020-12-02 | $10 | $10 | $10 | |
| Walgreens Boots Alliance Inc 3784 shrs | P | 2018-04-23 | 2020-04-01 | $170,966 | $244,421 | -$73,455 | -$73,455 |
| Walgreens Boots Alliance Inc 1607 shrs | P | 2019-04-25 | 2020-04-01 | $72,607 | $85,655 | -$13,048 | -$13,048 |
| Walmart Stores Inc 1034 shrs | P | 2016-11-02 | 2020-04-01 | $117,255 | $71,619 | $45,636 | $45,636 |
| Waste Management Inc 120 shrs | P | 2016-11-02 | 2020-04-01 | $11,316 | $7,676 | $3,640 | $3,640 |
| Waste Management Inc 204 shrs | P | 2016-11-02 | 2021-03-12 | $24,841 | $13,049 | $11,792 | $11,792 |
| Wells Fargo Co 1320 shrs | P | 2016-11-02 | 2021-03-12 | $52,589 | $60,620 | -$8,031 | -$8,031 |
| Western Digital Corp 1134 shrs | P | 2017-04-20 | 2020-04-01 | $49,311 | $95,861 | -$46,550 | -$46,550 |
| Western Digital Corp 457 shrs | P | 2018-03-29 | 2020-04-01 | $19,872 | $41,920 | -$22,048 | -$22,048 |
| Western Digital Corp 313 shrs | P | 2017-08-14 | 2020-04-01 | $13,611 | $25,911 | -$12,300 | -$12,300 |
| Western Digital Corp 28 shrs | P | 2019-04-25 | 2020-04-01 | $1,218 | $1,492 | -$274 | -$274 |
| Xilinx Inc 1453 shrs | P | 2020-03-31 | 2020-10-28 | $179,843 | $115,016 | $64,827 | $64,827 |
| MICRON 100,000 shrs | P | 2003-09-12 | 2020-12-15 | $7,254,074 | $16,000 | $7,238,074 | $7,238,074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,824,047 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,084,687 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,692 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,692 | SubtotalAmt |
| Tax Based On Investment Income | $92,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,139 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $95,139 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $95,139 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,447 | OverpaymentAmt |
| Applied To ES Tax | $2,447 | 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 | false | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JR Simplot Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083362110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 W Front Street | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|
| Gay C Simplot | ||||||
| 1099 W Front Street | Boise | ID | 83702 | DIRECTOR/PRESIDENT | 000.00 | $0 |
| James Alderman | ||||||
| 1099 W Front Street | Boise | ID | 83702 | Secretary | 000.00 | $0 |
| Scott R Simplot | ||||||
| 1099 W Front Street | Boise | ID | 83702 | Director | 000.00 | $0 |
| John Edward Simplot | ||||||
| 1099 W Front Street | Boise | ID | 83702 | Director | 000.00 | $0 |
| JOHN D Simplot | ||||||
| 1099 W Front Street | Boise | ID | 83702 | Director | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Ronald McDonald House Charities Contribution | Description1Txt |
| Expenses1 | $510,875 | Expenses1Amt |
| Description2 | United Way of Treasury Valley Contribution | Description2Txt |
| Expenses2 | $417,970 | Expenses2Amt |
| Description3 | Washington State University Contribution | Description3Txt |
| Expenses3 | $250,000 | Expenses3Amt |
| Description4 | University of Idaho Foundation Contribution | Description4Txt |
| Expenses4 | $205,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,743,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,035,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $63,495 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,842,371 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $57,842,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $867,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,974,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,848,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,848,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,692 | TotalTaxAmt |
| Distributable Before Adj | $2,756,045 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,756,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,756,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,563,377 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,563,377 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,563,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,756,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,463,340 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,563,377 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,463,340 | AppliedToYear1Amt |
| Applied To Current Year | $100,037 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,656,008 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald McDonald House Charities | |||||||||||
| 2915 Jorie Blvd | Oak Brook | IL | 60523 | PC | Donation | $510,875 | |||||
| United Way of Treasure Valley | |||||||||||
| 1276 River Street Ste 100 | Boise | ID | 83707 | PC | Donation | $417,970 | |||||
| Washington State University | |||||||||||
| P O Box 641927 | Pullman | WA | 99164 | PC | Education | $250,000 | |||||
| University of Idaho Foundation | |||||||||||
| P O Box 444260 | Moscow | ID | 83844 | PC | Education | $205,000 | |||||
| Idaho Food Bank | |||||||||||
| 3562 S TK Ave | Boise | ID | 83705 | PC | Donation | $162,000 | |||||
| Nutrients for Life | |||||||||||
| 820 First St NE Ste 430 | Washington | DC | 20002 | PC | Donation | $94,775 | |||||
| Terry Reilly Health Services | |||||||||||
| 211 16th Ave N | Nampa | ID | 83653 | PC | Donation | $80,000 | |||||
| Treasure Valley Family YMCA | |||||||||||
| 1177 W State St | Boise | ID | 83702 | PC | Donation | $50,000 | |||||
| National Museum of Forestry | |||||||||||
| 1615 S Catlin Street | Missoula | MT | 59801 | PC | Education | $50,000 | |||||
| Ballet Idaho | |||||||||||
| 501 S 8th St Ste A | Boise | ID | 83702 | PC | Education | $50,000 | |||||
| American Red Cross | |||||||||||
| North Central District | Boise | ID | 83702 | PC | Donation | $50,000 | |||||
| Boys & Girls Club of Ada County | |||||||||||
| 610 E 42nd St | Garden City | ID | 83714 | PC | Education | $45,000 | |||||
| Women's & Children's Alliance | |||||||||||
| 720 W Washington | Boise | ID | 83702 | PC | Education | $40,000 | |||||
| Idaho FFA Foundation Inc | |||||||||||
| P O Box 827 | Star | ID | 83669 | PC | Education | $40,000 | |||||
| Wassmuth Center for Humanities | |||||||||||
| 777 S 8th St | Boise | ID | 83702 | PC | Education | $30,000 | |||||
| Ola Parents Teachers Organization | |||||||||||
| 11475 Ola School Road | Ola | ID | 83657 | PC | Education | $25,000 | |||||
| American Farmland Trust | |||||||||||
| 1150 Connecticut Ave NW Ste 600 | Washington | DC | 20036 | PC | Education | $25,000 | |||||
| Idaho Defense Alliance | |||||||||||
| 168 N 9th St Ste 200 | Boise | ID | 83702 | PC | Education | $25,000 | |||||
| Boise Art Museum | |||||||||||
| 670 Julia Davis Drive | Boise | ID | 83702 | PC | Education | $22,000 | |||||
| Idaho State University Foundation | |||||||||||
| 4985 Clearwater Ave | Pocatello | ID | 83204 | PC | Education | $20,000 | |||||
| Success in Education Foundation | |||||||||||
| 111 E Broadway Ste 900 | Salt Lake City | UT | 84111 | PC | Education | $15,000 | |||||
| Henry's Fork Foundation Inc | |||||||||||
| 801 Main St | Ashton | ID | 83420 | PC | Education | $15,000 | |||||
| Big Brothers & Big Sisters of SW Idaho | |||||||||||
| 110 N 27th St Ste 100 | Boise | ID | 83702 | PC | Education | $13,000 | |||||
| Create Common Good | |||||||||||
| 2513 S Federal Way Ste 104 | Boise | ID | 83705 | PC | Education | $10,000 | |||||
| Boise Philharmonic Association Inc | |||||||||||
| 516 S 9th Ste C | Boise | ID | 83702 | PC | Education | $10,000 | |||||
| Idaho Business for Education | |||||||||||
| P O Box 1681 | Boise | ID | 83701 | PC | Education | $10,000 | |||||
| Opera Idaho | |||||||||||
| 513 S 8th St | Boise | ID | 83702 | PC | Education | $9,200 | |||||
| United Way of Central Plains | |||||||||||
| PC | Education | $9,000 | 20 Saskatchewan Ave E | Portage la Prairie | MB | CA | R1N3C4 | ||||
| Idaho Shakespeare Festival | |||||||||||
| P O Box 9365 | Boise | ID | 83705 | PC | Education | $8,800 | |||||
| Camp Rainbow | |||||||||||
| Washington Trust Bank | Meridian | ID | 83642 | PC | Education | $8,000 | |||||
| California Foundation for Ag | |||||||||||
| 2300 River Plaza Dr | Sacramento | CA | 95833 | PC | Education | $7,500 | |||||
| Bingham Memorial Hospital | |||||||||||
| 98 Poplar St | Blackfoot | ID | 83221 | PC | Education | $7,500 | |||||
| Zoo Boise | |||||||||||
| 355 Julia Davis Dr | Boise | ID | 83702 | PC | Education | $6,300 | |||||
| Salvation Army | |||||||||||
| 4308 W State St | Boise | ID | 83703 | PC | Education | $5,500 | |||||
| Saint Alphonsus Foundation | |||||||||||
| 1055 N Curtis Road | Boise | ID | 83706 | PC | Education | $5,000 | |||||
| College of Eastern Idaho Foundation | |||||||||||
| 1600 S 25th E | Idaho Falls | ID | 83404 | PC | Education | $5,000 | |||||
| American Foundation for Suicide Prevention | |||||||||||
| 199 Water St Fl 11 | New York | NY | 10038 | PC | Education | $5,000 | |||||
| Learning Lab | |||||||||||
| 308 E 36th St | Garden City | ID | 83714 | PC | Education | $5,000 | |||||
| Canyon County Festival of Trees | |||||||||||
| 311 3rd St S | Nampa | ID | 83651 | PC | Education | $5,000 | |||||
| Great Plains Food Bank | |||||||||||
| 412 2nd Ave N | Grand Forks | MN | 56721 | PC | Education | $5,000 | |||||
| Junior Achievement of Idaho | |||||||||||
| 4800 W Fairview Ave Ste B | Boise | ID | 83706 | PC | Education | $5,000 | |||||
| Boise Rescue Mission | |||||||||||
| 575 S 13th St | Boise | ID | 83702 | PC | Education | $5,000 | |||||
| Valley Childrens Healthcare | |||||||||||
| 9300 Valley Children Pl | Madera | CA | 93636 | PC | Education | $5,000 | |||||
| Euzkaldunak Charities Inc | |||||||||||
| Caldwell Basque | Huston | ID | 83630 | PC | Education | $5,000 | |||||
| Metro Meals on Wheels | |||||||||||
| P O Box 140334 | Boise | ID | 83714 | PC | Education | $5,000 | |||||
| Washington State University Foundation | |||||||||||
| P O Box 641927 | Pullman | WA | 99164 | PC | Education | $5,000 | |||||
| Boys & Girls Club of Western TV | |||||||||||
| P O Box 876 | Ontario | OR | 97914 | PC | Education | $5,000 | |||||
| Idaho State University | |||||||||||
| c/o University | Pocatello | ID | 83209 | PC | Education | $5,000 | |||||
| Fertilizer Canada | |||||||||||
| PC | Education | $4,840 | 350 Sparks St Ste 907 | Ottawa | ON | CA | KIR7S8 | ||||
| PCHD Foundation | |||||||||||
| 510 Roosevelt St | American Falls | ID | 83211 | PC | Education | $4,500 | |||||
| North Dakota Museum of Art | |||||||||||
| 261 Centennial Dr | Grand Forks | ND | 58202 | PC | Education | $3,000 | |||||
| Log Cabin Literary Center(The Cabin) | |||||||||||
| 801 S Capitol Blvd | Boise | ID | 83702 | PC | Education | $3,000 | |||||
| Southwest Idaho Society of Women | |||||||||||
| P O Box 5641 | Boise | ID | 83705 | PC | Education | $3,000 | |||||
| Girl Scout of Silver Sage | |||||||||||
| 1410 Etheridge Lane | Boise | ID | 83704 | PC | Education | $2,500 | |||||
| St Lukes Health Foundation | |||||||||||
| 190 E Bannock St | Boise | ID | 83721 | PC | Education | $2,500 | |||||
| Mountain View Christian Center | |||||||||||
| 317 Mountain View Lane | Burley | ID | 83318 | PC | Education | $2,500 | |||||
| Leukemia & Lymphoma Society | |||||||||||
| 340 W Fallbrook Ave Ste 101 | Fresno | CA | 93711 | PC | Education | $2,500 | |||||
| First Tee | |||||||||||
| 425 S Legacy Trl | Saint Augustine | FL | 32092 | PC | Education | $2,500 | |||||
| Idaho STEM Action Center | |||||||||||
| 802 W Bannock St Ste 900 | Boise | ID | 83702 | PC | Education | $2,500 | |||||
| Lifes Kitchen Inc | |||||||||||
| P O Box 6286 | Boise | ID | 83707 | PC | Education | $2,500 | |||||
| Twin Falls Senior Citizens Fnd | |||||||||||
| 530 Shoshone St W | Twin Falls | ID | 83301 | PC | Education | $2,000 | |||||
| Idaho Diaper Bank Inc | |||||||||||
| 621 E King St Ste 100 | Meridian | ID | 83642 | PC | Education | $2,000 | |||||
| Plenty | |||||||||||
| 192 Elephant Curve Rd NW | Floyd | VA | 24091 | PC | Education | $1,000 | |||||
| Idaho Community Foundation | |||||||||||
| 210 W State St | Boise | ID | 83702 | PC | Education | $1,000 | |||||
| Grace Giving Foundation | |||||||||||
| 4466 Lakeshore Ct | Brighton | MI | 48116 | PC | Education | $1,000 | |||||
| CATCH | |||||||||||
| 503 S Americana Blvd | Boise | ID | 83702 | PC | Education | $1,000 | |||||
| Readers Theater Works Inc | |||||||||||
| 6166 Glencrest Avenue | Boise | ID | 83714 | PC | Education | $1,000 | |||||
| American Heart Association | |||||||||||
| Attn Kimberly Becker | Boise | ID | 83702 | PC | Education | $1,000 | |||||
| Treasure Valley Christian Center | |||||||||||
| dba Oasis Food Center | Caldwell | ID | 83605 | PC | Education | $1,000 | |||||
| Chrysalis Womens Transitional | |||||||||||
| P O Box 7494 | Boise | ID | 83707 | PC | Education | $1,000 | |||||
| Other Miscellaneous Charities (1000 each) | |||||||||||
| P O BOX 27 | BOISE | ID | 83707 | PC | Other Philanthropic | $103,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,548,760 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Farmland Trust | ||||||
| 1150 Connecticut Ave NW Ste 600 | Washington | DC | 20036 | PC | Education | $50,000 |
| Ballet Idaho | ||||||
| 501 S 8th S Ste A | Boise | ID | 83702 | PC | Donation | $100,000 |
| Idaho Defense Alliance | ||||||
| 168 N 9th St Ste 200 | Boise | ID | 83702 | PC | Donation | $25,000 |
| Northwest Nazarene University | ||||||
| 623 Holly St | Nampa | ID | 83686 | PC | Education | $5,000 |
| Ronald McDonald House | ||||||
| 101 Warm Springs Ave | Boise | ID | 83712 | PC | Donation | $400,000 |
| University of Idaho-Idaho Center for Ag | ||||||
| P O Box 444260 | Moscow | ID | 83844 | PC | Education | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,180,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,985,046 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,936,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,936,608 | 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 | J.R. Simplot Company | CategoryTxt |
| Amt | $14,440 | Amt |
| Disbursements Charitable Prps | $14,617 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300000 shares of Micron Technology | $26,463,000 | $26,463,000 |
| 3802 shares of IShares Barclays Aggregate Bond Fund | $432,782 | $432,782 |
| 2217 shares of IShares MSCI EAFE Index | $168,204 | $168,204 |
| 1251 shares of IShares Tr Russell 2000 Index | $276,396 | $276,396 |
| 5120 shares of IShares TR Russell Midcap Ind | $378,522 | $378,522 |
| 2197 shares of IShares TR SP Index | $874,011 | $874,011 |
| 458453 shares of Manning Napier | $37,175,097 | $37,175,097 |
| 63803 shares of Wells Fargo Wellstrade | $7,649,861 | $7,649,861 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Brokerage Fees | $106,885 | $106,885 |
| bank service charges | $214 | $214 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $25,100,699 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise Tax Payable | Desc |
| BOY Book Value | $13,004 | BOYBookValueAmt |
| EOY Book Value | $130,378 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $133,374 | Amt |