PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG (EIN 72-0545551)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202243059349100319
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T09:07:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721042866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER LAGRAIZE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 WEST ESPLANADE AVENUE STE 100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720545551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERCIVAL STERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERC | BusinessNameControlTxt |
| Phone | 5047221259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY S BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5047221259 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PERRY | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DAVID KUSHNER | PreparerPersonNm |
| PTIN | P00949927 | PTIN |
| Phone | 5048389991 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,553,635 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $149,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,470 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,002 | CashBOYAmt |
| Cash EOY | $3,716 | CashEOYAmt |
| Cash EOYFMV | $3,716 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $389,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,165 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $831,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,030,448 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,299,754 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,566 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,223,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,284,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,553,635 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,223,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,284,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,223,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,284,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,223,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,284,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,223,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,285,290 | SubtotalAmt |
| Other Decreases | $961 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,284,329 | 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 |
|---|---|---|---|---|---|
| MUNICIPAL BONDS | $142,835 | $114,862 | $27,973 | $27,973 | |
| CAPITAL GAINS DIVIDENDS | $90,644 | $90,644 | $90,644 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,617 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,956 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,956 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,072 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,072 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,116 | OverpaymentAmt |
| Applied To ES Tax | $2,116 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PERRY BROWN | IndividualWithBooksNm |
| Phone | 5047221259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PERRY S BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | GARDEN CITY | ID | 83714 | PRESIDENT | 1.50 | $10,833 | $0 | $0 |
| MARK S STEIN | ||||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN R BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | GARDEN CITY | ID | 83714 | TREASURER | 0.00 | $0 | $0 | $0 |
| DR PERRY S BROWN JR | ||||||||
| 1608 NORTH 26TH ST | BOISE | ID | 83702 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEFFREY S BROWN | ||||||||
| 9109 WOODEN BRIDGE ROAD | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAURA A SARDILLI | ||||||||
| 2201 KERRYDALE COURT | CLARKSBURG | MD | 20871 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,505,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,510,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,510,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,488,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,956 | TotalTaxAmt |
| Distributable Before Adj | $72,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,501 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,371 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,897 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,897 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,474 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84 | ExcessFromYear3Amt |
| Excess From Year1 | $1,390 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOISE ART MUSEUM | ||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,050 |
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| BOYS AND GIRLS CLUBS OF ADA COUNTY | ||||||
| 610 E 42ND STREET | BOISE | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| CAMP RAINBOW GOLD | ||||||
| 216 WEST JEFFERSON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| CONGREGATION AHAVATH BETH ISRAEL | ||||||
| 11 NORTH LATAH STREET | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $4,000 |
| CONGREGATION OR CHADASH | ||||||
| PO BOX 88 | DEMASCUS | MD | 20872 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| CONSERVATION VOTERS FOR IDAHO | ||||||
| 413 W IDAHO STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| FACES OF HOPE | ||||||
| 417 SOUTH 6TH STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| FAMILY ADVOCATES | ||||||
| 3010 W STATE STREET | BOISE | ID | 83703 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| GARDEN CITY PUBLIC LIBRARY FOUNDATION | ||||||
| 6015 GLENWOOD STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| IDAHO CONSERVATION LEAGUE | ||||||
| PO BOX 844 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO FOOD BANK | ||||||
| 3562 S TK AVE | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO HUMANE SOCIETY | ||||||
| 4775 W DORMAN STREET | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO SHAKESPEARE FESTIVAL | ||||||
| PO BOX 9365 | BOISE | ID | 83707 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| INTERFAITH SANCTUARY HOUSING SERVICES | ||||||
| 1620 W RIVER STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| ISIDORE NEWMAN SCHOOL | ||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| JDRF (FORMERLY JUVENILE DIABETES RESEARCH FOUNDATION) | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 5342 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||
| 3747 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JUNIOR ACHIEVEMENT OF GREATER NEW ORLEANS | ||||||
| 5100 ORLEANS AVENUE | NEW ORLEANS | LA | 70124 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| LEARNING LAB | ||||||
| 308 E 36TH STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| OSHER LIFELONG LEARNING INSTITUTE AT BOISE STATE UNIVERSITY | ||||||
| 220 E PARKCENTER BLVD | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| SECOND HARVEST FOOD BANK | ||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| ST LUKE'S CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 190 E BANNOCK STREET | BOISE | ID | 83712 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| TEMPLE EMANUEL | ||||||
| 306 NORTH 18TH AVENUE | POCATELLO | ID | 83201 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| THE PEREGRINE FUND | ||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| UNITED WAY OF THE TREASURE VALLEY | ||||||
| 3100 S VISTA AVE 100 | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| WASSMUTH CENTER FOR HUMAN RIGHTS | ||||||
| 777 S 8TH ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| WOMEN'S AND CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| YOUNG ARTISTS OF AMERICA STRATHMORE | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| ZOO BOISE | ||||||
| 355 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $300 |
| AMERICAN CIVIL LIBERTIES UNION OF IDAHO FOUNDATION (ACLU) | ||||||
| PO BOX 1897 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| AGENCY FOR NEW AMERICANS | ||||||
| 1614 W JEFFERSON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| ANXIETY AND DEPRESSION ASSOCIATION OF AMERICA (ADAA) | ||||||
| 8701 GEORGIA AVENUE SUITE 412 | SILVER SPRING | MD | 20910 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| THE FRIENDS OF IDAHO PUBLIC TELEVISION | ||||||
| 1455 N ORCHARD ST | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $100 |
| HABITAT FOR HUMANITY | ||||||
| 9438 W FAIRVIEW AVENUE | BOISE | ID | 83704 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $100 |
| IMAGINE H2O | ||||||
| 88 KEARNY ST STE 2100 | SAN FRANCISCO | CA | 94108 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| IMPACT MELANOMA | ||||||
| ONE CONCORD FARMS 490 VIRGINIA ROAD | CONCORD | MA | 01742 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON | ||||||
| 919 18TH STREET NW | WASHINGTON | DC | 20006 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| NATIONAL FEDERATION OF FAMILIES | ||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20855 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| NATIONAL FOUNDATION FOR INFECTIOUS DISEASES | ||||||
| 7201 WISCONSIN AVENUE SUITE 750 | BETHESDA | MD | 20814 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| NATIONAL PUBLIC RADIO (NPR) | ||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $7,000 |
| SUNFLOWER BAKERY | ||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,550 | 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 | $30,921 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,725 | Amt |
| Net Investment Income | $4,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,030,448 | BookValueAmt |
| EOYFMV | $1,299,754 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $961 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,678 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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