POWER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POWER FOUNDATION INC (EIN 46-4327757)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-30
- IRS object ID
- 202501509349101205
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-30T12:28:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2355 E CAMELBACK RD STE 900 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850169065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464327757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 2087883456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 S SILVERSTONE WAY 200 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA FERRAL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2087883456 | PhoneNum |
| Signature | 2025-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN L PECK CPA | PreparerPersonNm |
| PTIN | P00487608 | PTIN |
| Phone | 4803151040 | PhoneNum |
| Preparation | 2025-05-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,908,222 | 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 | $178,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $886,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,784 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,426 | 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 |
| Other Prof Fees Rev And Expnss | $70,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,224 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $554 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,699 | CashBOYAmt |
| Cash EOY | $84,733 | CashEOYAmt |
| Cash EOYFMV | $84,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $56,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,774,448 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,450,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,431,797 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,110,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,335,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,335,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,990,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,925,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,908,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,990,698 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,925,993 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,990,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,925,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,990,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,925,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,990,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,925,993 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,925,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $886,618 | $634,996 | $251,622 | $251,622 | |
| CAPITAL GAINS DIVIDENDS | $162 | $162 | $162 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,999 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,999 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,322 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,677 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,999 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL HANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087883456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1032 S SILVERSTONE WAY 200 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KUMM | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM HAYNES | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | VP / CHAIRMAN / DIRECTOR - THRU 3-7-24 | 1.00 | $0 | $0 | $0 |
| GERRY MURRAY | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | VP / CHAIRMAN/DIR - FROM 3-7 THRU 12-1 | 1.00 | $0 | $0 | $0 |
| MARIA FERRAL | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | TREASURER / DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICE NORDSTROM | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | SECRETARY / DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAYCE MCEWAN | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANET METZGER | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINO GIUMARRO | ||||||||
| 1032 S SILVERSTONE WAY STE 200 | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO CLEARING SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 MARKET STREET | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $70,224 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,990,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,102,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,102,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,995,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $349,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $349,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,999 | TotalTaxAmt |
| Distributable Before Adj | $344,785 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $344,785 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $344,785 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $344,785 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $287,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $287,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $210,300 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAMS ELEMENTARY SCHOOL | ||||||||
| 1725 E WARM SPRINGS | BOISE | ID | 83712 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| ASM MATERIALS EDUCATION FOUNDATION | ||||||||
| 9639 KINSMAN ROAD | MATERIALS PARK | OH | 44073 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| AUSTIN SCIENCE EDUCATION FOUNDATION | ||||||||
| 704 W GIBSON | AUSTIN | TX | 78704 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| BROWN COUNTY FIRST ROBOTICS | ||||||||
| 2814 WOLLMER STREET | MANITOWOC | WI | 54220 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| BROWNSBORO INDEPENDENT SCHOOL DISTRICT | ||||||||
| 14134 SH 31 EAST | BROWNSBORO | TX | 75756 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| BULLBOTS ROBOTICS COMPANY | ||||||||
| 3694 S CREEKWOOD WAY | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| CAMDEN COUNTY TECH SCHOOLS FIRST ROBOTICS BOOSTERS | ||||||||
| 343 BERLIN-CROSS KEYS RD | SICKLEVILLE | NJ | 08081 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| CEDAR CLIFF HIGH SCHOOL | ||||||||
| 1301 CARLISLE ROAD | CAMP HILL | PA | 17011 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| CHILDREN'S MUSEUM OF IDAHO | ||||||||
| 790 S PROGRESS AVENUE | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| CLARKSON UNIVERSITY | ||||||||
| 8 CLARKSON AVENUE | POTSDAM | NY | 13699 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||||
| UNION BUILDING STE 501 2121 EUCLID | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $119,170 | AVENUE |
| COLUMBIA HIGH SCHOOL | ||||||||
| 301 S HAPPY VALLEY RD | NAMPA | ID | 83687 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| DENVER PUBLIC SCHOOLS FOUNDATION | ||||||||
| 1860 LINCOLN ST 10TH STREET | DENVER | CO | 802032907 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| EMERSON PARENTS FOR STEM | ||||||||
| 133 MAIN STREET | EMERSON | NJ | 07630 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| ERNEST B DESILVA ELEMENTARY PTA | ||||||||
| 278 AINAKO AVENUE | HILO | HI | 96720 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| EXPLORATIONWORKS INC | ||||||||
| 995 CAROUSEL WAY | HELENA | MT | 59601 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,250 | |
| FORT ZUMWALT WEST BAND BOOSTERS | ||||||||
| 19 WINTER HILL COURT | OFALLON | MO | 63366 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,976 | |
| FREEPORT HIGH SCHOOL | ||||||||
| 30 HOLBROOK STREET | FREEPORT | ME | 04032 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $7,294 | |
| GIRAFFE LAUGH LEARNING CENTERS | ||||||||
| 4094 W CHINDEN BLVD STE 100 | GARDEN CITY | ID | 83714 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 | |
| GOODING ELEMENTARY SCHOOL | ||||||||
| 1045 7TH AVE WEST | GOODING | ID | 83330 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| GOODING ELEMENTARY SCHOOL | ||||||||
| 1045 7TH AVE WEST | GOODING | ID | 83330 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| HAWKWATCH INTERNATIONAL INC | ||||||||
| 2240 S 900 E | SALT LAKE CITY | UT | 84106 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| HEART MATH TUTORING | ||||||||
| PO BOX 30623 | CHAROLOTTE | NC | 28230 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| HERITAGE COMMUNITY CHARTER SCHOOL | ||||||||
| 1803 E USTICK ROAD | CALDWELL | ID | 83605 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| IDAHO BOTANICAL GARDEN | ||||||||
| 2355 OLD PENITENTIARY ROAD | BOISE | ID | 83712 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 | |
| IDAHO REGIONAL ROBOTICS INC | ||||||||
| 573 E WHITEHALL ST | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| IDAHO SOCIETY OF PROFESSIONAL ENGINEERS FOUNDATION | ||||||||
| PO BOX 170239 | BOISE | ID | 83717 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 | |
| IDAHO STEM ACTION CENTER FOUNDATION | ||||||||
| 802 WEST BANNOCK ST | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| ISD 272 EDEN PRAIRIE SCHOOLS | ||||||||
| 17185 VALLEY VIEW ROAD | EDEN PRAIRIE | MN | 55346 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| KLAMATH COUNTY SCHOOL DISTRICT | ||||||||
| 4727 HOMEDALE ROAD | KLAMATH FALLS | OR | 97603 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| MARY INSTITUTE OF SAINT LOUIS COUNTRY DAY SCHOOL | ||||||||
| 101 N WARSON ROAD | ST LOUIS | MO | 63124 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| MAZAMA HIGH SCHOOL | ||||||||
| 3009 SUMMERS LANE | KLAMATH FALLS | OR | 97603 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| MOORESTOWN TOWNSHIP PUBLICI SCHOOL | ||||||||
| 803 N STANWICK ROAD | MOORESTOWN | NJ | 08057 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| MOUNTAIN VIEW HIGH SCHOOL | ||||||||
| 2000 S MILLENNIUM WAY | MERIDIAN | ID | 83642 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,650 | |
| MSU DENVER FOUNDATION INC | ||||||||
| PO BOX 173362 | DENVER | CO | 80217 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| NATIONAL SOCIETY OF BLACK ENGINEERS | ||||||||
| 13201 E BETHANY PLACE | AURORA | CO | 80014 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,100 | |
| OPEN LAB IDAHO | ||||||||
| 3145 S EL RIO DR | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| PICKERINGTON LOCAL SCHOOL DISTRICT | ||||||||
| 500 SYCAMORE CREEK STREET | PICKERINGTON | OH | 43147 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $6,550 | |
| PINECREST ACADEMY OF LEWISTON | ||||||||
| 1212 9TH AVENUE | LEWISTON | ID | 83501 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| RIO VISTA ELEMENTARY SCHOOL | ||||||||
| 1451 N CALIFORNIA STREET | SAN BERNADINO | CA | 92411 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| RIVERSTONE INTERNATIONAL SCHOOL | ||||||||
| 5221 E WARM SPRINGS AVENUE | BOISE | ID | 83716 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| SC SCIENCE TECHNOLOGYROBOTIC CLUB | ||||||||
| PO BOX 248 | SANDY CREEK | NY | 13145 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 | |
| SCHOOL DISTRICT OF WISCONSIN RAPIDS | ||||||||
| 510 PEACH STREET | WISCONSIN RAPIDS | WI | 54494 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,033 | |
| SCIENCE MUSEUM OF WESTERN VIRGINIA | ||||||||
| 1 MARKET SQUARE SE FLOOR 4 | ROANOKE | VA | 24011 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 | |
| SHOSHONE SCHOOL DISTRICT | ||||||||
| 61 E HIGHWAY 24 | SHOSHONE | ID | 83352 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 | |
| SYRACUSE CITY SCHOOL DISTRICT | ||||||||
| 725 HARRISON STREET | SYRACUSE | NY | 13210 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| TEXAS ALLIANCE FOR MINORITIES IN ENGINEERING | ||||||||
| 10100 BURNET RD R9200 BLDG 16 RM 22 | AUSTIN | TX | 78758 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| THE MAGIC HOUSE | ||||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DR MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $30,830 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DR MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DR MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DR MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF IDAHO FOUNDATION | ||||||||
| 875 PERIMETER DR MS 1012 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 | |
| UNIVERSITY OF MAINE FOUNDATION | ||||||||
| TWO ALUMNI PLACE | ORONO | ME | 044695792 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $6,000 | |
| UNT NSBE | ||||||||
| 1155 UNION CIRCLE SUITE 345 | DENTON | TX | 76203 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $15,000 | |
| WOOD RIVER HIGH SCHOOL | ||||||||
| 1250 FOX ACRES RD | HAILEY | ID | 83333 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,353 | 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 | $178,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,426 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND SHARES CLASS A | $62,557 | $106,240 |
| AMERICAN WATER WORKS CO INC | $85,050 | $78,927 |
| AMGEN INC | $59,957 | $57,601 |
| ANALOG DEVICES INC | $56,815 | $209,092 |
| AUTOMATIC DATA PROCESSING | $57,016 | $190,019 |
| BLACKROCK INC COM NEW | $79,060 | $203,997 |
| CARRIER GLOBAL CORP | $14,828 | $50,371 |
| CENCORA INC | $79,070 | $221,150 |
| CINTAS CORP | $59,935 | $98,658 |
| CISCO SYSTEMS INC | $72,625 | $100,581 |
| COLGATE-PALMOLIVE CO | $119,137 | $143,242 |
| COMCAST CORP NEW CL A | $135,193 | $105,384 |
| COMMERCE BANCSHARES INC | $135,046 | $149,793 |
| COSTCO WHSL CORP NEW | $102,766 | $346,443 |
| DISNEY WALT COMPANY | $79,900 | $49,551 |
| ECOLAB INC | $79,076 | $150,255 |
| EXXON MOBIL CORP | $119,509 | $201,117 |
| FACTSET RESEARCH SYSTENMS | $102,556 | $136,880 |
| HONEYWELL INTERNATIONAL INC | $122,739 | $141,181 |
| ILLINOIS TOOL WORKS INC | $119,819 | $141,740 |
| JOHNSON & JOHNSON | $79,367 | $93,957 |
| LINDE PLC NEW | $60,142 | $76,198 |
| LOWES COMPANIES INC | $79,082 | $240,110 |
| L3HARRIS TECHNOLOGIES INC | $124,781 | $132,476 |
| MICROSOFT CORP | $39,997 | $276,306 |
| MONDELEZ INTL INC | $129,982 | $124,238 |
| NEXTERA ENERGY INC | $62,599 | $80,221 |
| NIKE INC | $78,954 | $105,083 |
| OTIS WORLDWIDE CORP | $20,684 | $34,080 |
| PEPSICO INCORPORATED | $79,339 | $112,780 |
| PROCTER & GAMBLE CO | $60,032 | $67,060 |
| PROLOGIS INC | $60,051 | $52,322 |
| S&P GLOBAL INC | $74,766 | $128,990 |
| STRYKER CORP | $79,133 | $231,152 |
| SYSCO CORPORATION | $45,027 | $40,142 |
| T ROWE PRICE GROUP INC | $59,885 | $57,224 |
| TARGET CORP | $59,977 | $49,746 |
| TEXAS INSTRUMENTS INC | $62,611 | $86,817 |
| TRACTOR SUPPLY COMPANY | $60,054 | $72,162 |
| UNION PACIFIC CORP | $119,931 | $126,106 |
| UNITED PARCEL SERVICE-B | $79,375 | $92,999 |
| UNITEDHEALTH GROUP | $74,723 | $120,901 |
| WEC ENERGY GROUP INC | $56,840 | $87,243 |
| ZOETIS INC CLASS A | $60,015 | $61,262 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARKWAY BANK & TR CO | AT COST | $174,913 | $175,263 |
| FEDERATED HERMES ULTRASHORT BOND FUND | AT COST | $270,000 | $271,464 |
| GOLDMAN SACH FINL SQUARE TREAS OBLIGS | AT COST | $307,776 | $307,776 |
| FEDERATED HERMES US TREASURY CASH RESERVES CL IS | AT COST | $238,284 | $238,284 |
| BLACKROCK RESOURCES & COMMODITIES STRATEGY TR | AT COST | $344,262 | $342,881 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $70,224 | Amt |
| Net Investment Income | $70,224 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,000 | $0 | $0 |
| FOREIGN TAX | $554 | $554 | $0 |