NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NANCY L GOLDSMITH AND JOHN E GOLDSMITH FAMILY FOUNDATION (EIN 80-0456446)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-30
IRS object ID
202240899349100034
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-30T18:29:56-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS & JOHNSTON CHTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3234AddressLine1Txt
CityKETCHUMCityNm
State AbbreviationIDStateAbbreviationCd
ZIP833403234ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800456446EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY L GOLDSMITH AND JOHN GOLDSMITBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone2083093216PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 NORTHRIDGE DRAddressLine1Txt
CityHAILEYCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY SWANSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2083093216PhoneNum
Signature2022-03-18SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastSWANSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI JOHNSTONPreparerPersonNm
PTINP00521107PTIN
Phone2087269007PhoneNum
Preparation2022-03-18PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,316,773FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,227DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,192NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$390,116GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$145,192CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$201,419TotalRevAndExpnssAmt
Total Net Invst Incm$201,419TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,328AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,328AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,616TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,616TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$23,531OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,531OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$53,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,328TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,147TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$111,628TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,644ExcessRevenueOverExpensesAmt
Net Investment Income$174,272NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,411SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,516SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,516SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,863,918CorporateStockBOYAmt
Corporate Stock EOY$1,881,457CorporateStockEOYAmt
Corporate Stock EOYFMV$2,280,257CorporateStockEOYFMVAmt
Total Assets BOY$1,880,329TotalAssetsBOYAmt
Total Assets EOY$1,917,973TotalAssetsEOYAmt
Total Assets EOYFMV$2,316,773TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,880,329RetainedEarningBOYAmt
Retained Earning EOY$1,917,973RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,880,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,917,973TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,880,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,917,973TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,880,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,644ExcessRevenueOverExpensesAmt
Subtotal$1,917,973SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,917,973TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EDWARD JONESP$8,362$7,603$759$759
EDWARD JONESP$254,450$187,876$66,574$66,574
EDWARD JONESP$80,543$49,445$31,098$31,098
FieldValueIRS element (for citing)
Capital Gain Net Income$145,192CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$759NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,422InvestmentIncomeExciseTaxAmt
Subtotal$2,422SubtotalAmt
Tax Based On Investment Income$2,422TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Tax Due$982TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMY SWANSONIndividualWithBooksNm
Phone2083093216PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11441 NORTHRIDGE DRIVEAddressLine1Txt
CityHAILEYCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83333ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY SWANSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 NORTHRIDGE DRIVEAddressLine1Txt
CityHAILEYCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83333ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$25,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,253,808AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,280,272TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,280,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,204CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,246,068NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,422TaxBasedOnInvestmentIncomeAmt
Total Tax$2,422TotalTaxAmt
Distributable Before Adj$109,881DistributableBeforeAdjAmt
Distributable Before Ded$109,881DistributableBeforeDedAmt
Distributable As Adjusted$109,881DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$111,628ExpensesAndContributionsAmt
Qualifying Distributions$111,628QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,881DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,486ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,920ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,458ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,702ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$74,566TotalExcessDistributionCyovAmt
Qualifying Distributions$111,628QualifyingDistributionsAmt
Applied To Current Year$109,881AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,747RemainingDistriFromCorpusAmt
Total Corpus$76,313TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,486ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$44,827ExcessDistriCyovToNextYrAmt
Excess From Year4$20,920ExcessFromYear4Amt
Excess From Year3$12,458ExcessFromYear3Amt
Excess From Year2$9,702ExcessFromYear2Amt
Excess From Current Year$1,747ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMY SWANSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11441 NORTHRIDGE DRIVEAddressLine1Txt
CityHAILEYCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83333ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2083093216RecipientPhoneNum
Form And Info And MaterialsAPPLICATION FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesYESSubmissionDeadlinesTxt
Restrictions On AwardsYESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
BLAINE CO HUNGER COALITION
121 HONEYSUCKLE STBELLEVUEID83313NONEPUBLICNON-RESTRICTIVE$25,300
HOSPICE AND PALLIATIVE CARE OF THE
PO BOX 4320KETCHUMID83340NONEPUBLICNON-RESTRICTIVE$10,000WR VALLEY
THE NATURE CONSERVANCY IN IDAHO
116 FIRST AVE NORTHHAILEYID83333NONEPUBLICNON-RESTRICTIVE$15,000
WALLKILL VALLEY LAND TRUST
PO BOX 208NEW PALTZNY12561NONEPUBLICNON-RESTRICTIVE$5,000
WOOD RIVER LAND TRUST
119 E BULLION STHAILEYID83333NONEPUBLICNON-RESTRICTIVE$10,000
NORTHRISE UNIVERSITY
PO BOX 18823IRVINECA92623NONEPUBLICNON-RESTRICTIVE$5,000
AMERICAN RED CROSS-DISASTER RELIEF
146 S COLE ROADBOISEID83709NONEPUBLICNON-RESTRICTIVE$10,000OF GREATER IDAHO
AMERICAN CANCER SOCIETY GREAT WEST
PO BOX 8598BOISEID83707NONEPUBLICNON-RESTRICTIVE$10,000BLAINE COUNTY UNIT
NAMI OF WOOD RIVER VALLEY
1050 FOX ACRES ROADHAILEYID83333NONEPUBLICNON-RESTRICTIVE$10,000
AMERICAN FOUNDATION FOR SUICIDE
199 WATER ST 11TH FLOORNEW YORKNY10038NONEPUBLICNON-RESTRICTIVE$10,000PREVENTION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,227ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$145,192RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,227ExclusionAmt
Related Or Exempt Function Incm$145,192RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$201,419TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,328Amt
Disbursements Charitable Prps$1,328DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIESStockNm
EOY Book Value$1,881,457EOYBookValueAmt
EOYFMV$2,280,257EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEES$23,531$23,531

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$728$728
FEDERAL TAX$2,888$2,888

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