THE SMELEK FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE SMELEK FAMILY FOUNDATION INC (EIN 82-0524659)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349100824
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T10:19:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820524659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMELEK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMEL | BusinessNameControlTxt |
| Phone | 2083456498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST SUITE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS BAEYEN | PersonNm |
| Person Title | SIGNING OFFICER | PersonTitleTxt |
| Phone | 2083456498 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXIS | PersonFirstNm |
| Person Last | BAEYEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS W BURGESS CPA | PreparerPersonNm |
| PTIN | P00237323 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $372,608 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,615 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,261 | 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 |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,646 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $104 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $116 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,591 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,075 | CashBOYAmt |
| Cash EOY | $2,699 | CashEOYAmt |
| Cash EOYFMV | $2,699 | CashEOYFMVAmt |
| Corporate Stock BOY | $210,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $226,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $369,909 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $211,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,608 | 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 | $211,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $228,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $211,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $211,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $228,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE CORP | 2016-05-06 | 2020-08-26 | $6,709 | $5,480 | $1,229 | $1,229 |
| AMERICAN EXPRESS CO | 2010-05-26 | 2020-08-04 | $4,660 | $2,594 | $2,066 | $2,066 |
| AMGEN INC | 2009-09-22 | 2020-01-15 | $1,206 | $306 | $900 | $900 |
| AMGEN INC | 2009-09-22 | 2020-01-30 | $899 | $245 | $654 | $654 |
| BANCO DE CHILE SANTIAG | 2019-11-15 | 2020-09-11 | $627 | $970 | -$343 | -$343 |
| BAXTER INTERNATIONAL | 2017-09-05 | 2020-03-13 | $761 | $623 | $138 | $138 |
| BROADCOM INC | 2015-11-05 | 2020-01-15 | $2,719 | $1,096 | $1,623 | $1,623 |
| CHEVRON CORP | 2015-12-22 | 2020-11-18 | $948 | $995 | -$47 | -$47 |
| CHURCH & DWIGHT CO | 2019-02-27 | 2020-03-06 | $1,201 | $1,053 | $148 | $148 |
| CHURCH & DWIGHT CO | 2019-02-27 | 2020-03-13 | $763 | $789 | -$26 | -$26 |
| CITIGROUP INC | 2019-02-27 | 2020-01-15 | $1,944 | $1,738 | $206 | $206 |
| CITIGROUP INC | 2019-02-27 | 2020-01-30 | $4,407 | $3,595 | $812 | $812 |
| CLOROX CO | 2015-04-01 | 2020-03-06 | $1,549 | $994 | $555 | $555 |
| CLOROX CO | 2015-04-01 | 2020-03-13 | $800 | $561 | $239 | $239 |
| CUMMINS INC | 2012-05-09 | 2020-01-02 | $1,252 | $760 | $492 | $492 |
| CUMMINS INC | 2012-05-09 | 2020-09-11 | $626 | $326 | $300 | $300 |
| CUMMINS INC | 2012-05-09 | 2020-12-11 | $657 | $374 | $283 | $283 |
| DEERE & CO | 2019-08-19 | 2020-11-13 | $755 | $460 | $295 | $295 |
| DEERE & CO | 2019-08-19 | 2020-11-24 | $788 | $460 | $328 | $328 |
| DEERE & CO | 2019-08-19 | 2020-12-01 | $1,806 | $1,073 | $733 | $733 |
| ESTEE LAUDER CO | 2015-12-09 | 2020-12-01 | $2,968 | $1,048 | $1,920 | $1,920 |
| FEDEX CORP | 2009-11-06 | 2020-09-30 | $4,054 | $1,243 | $2,811 | $2,811 |
| FEDEX CORP | 2009-11-06 | 2020-12-11 | $1,146 | $311 | $835 | $835 |
| FISERV INC | 2019-01-15 | 2020-12-01 | $2,456 | $1,575 | $881 | $881 |
| FORTINET INC | 2019-11-07 | 2020-07-09 | $1,640 | $1,010 | $630 | $630 |
| FORTIVE CORP DISC | 2018-02-08 | 2020-05-21 | $6,179 | $7,530 | -$1,351 | -$1,351 |
| HDFC BANK LTD | 2013-08-02 | 2020-11-13 | $1,077 | $267 | $810 | $810 |
| HDFC BANK LTD | 2013-08-02 | 2020-11-24 | $765 | $184 | $581 | $581 |
| INTUIT INC | 2019-01-15 | 2020-07-09 | $1,227 | $841 | $386 | $386 |
| MASCO CORP | 2015-05-26 | 2020-08-06 | $1,650 | $704 | $946 | $946 |
| MASCO CORP | 2015-05-26 | 2020-09-11 | $996 | $413 | $583 | $583 |
| MASCO CORP | 2015-05-26 | 2020-10-21 | $2,477 | $1,068 | $1,409 | $1,409 |
| MCCORMICK & CO | 2015-10-02 | 2020-12-01 | $1,770 | $747 | $1,023 | $1,023 |
| MICROSOFT CORP | 2019-05-01 | 2020-01-15 | $981 | $780 | $201 | $201 |
| MICROSOFT CORP | 2019-05-01 | 2020-03-13 | $723 | $650 | $73 | $73 |
| MICROSOFT CORP | 2019-05-01 | 2020-07-09 | $854 | $506 | $348 | $348 |
| MOHAWK INDUSTRIES | 2015-08-04 | 2020-05-12 | $3,173 | $6,353 | -$3,180 | -$3,180 |
| PALO ALTO NETWORKS | 2019-11-04 | 2020-02-26 | $1,742 | $2,123 | -$381 | -$381 |
| ROPER TECHNOLOGIES | 2018-02-08 | 2020-10-21 | $2,542 | $1,588 | $954 | $954 |
| SALESFORCE.COM | 2017-02-03 | 2020-01-02 | $1,334 | $643 | $691 | $691 |
| SALESFORCE.COM | 2017-02-03 | 2020-01-15 | $725 | $322 | $403 | $403 |
| SALESFORCE.COM | 2017-02-03 | 2020-07-09 | $995 | $402 | $593 | $593 |
| SALESFORCE.COM | 2017-02-03 | 2020-09-11 | $964 | $322 | $642 | $642 |
| SALESFORCE.COM | 2017-02-03 | 2020-11-24 | $781 | $241 | $540 | $540 |
| SALESFORCE.COM | 2017-02-03 | 2020-12-01 | $1,938 | $643 | $1,295 | $1,295 |
| SALESFORCE.COM | 2017-02-03 | 2020-12-02 | $1,765 | $643 | $1,122 | $1,122 |
| SQUARE INC | 2019-01-15 | 2020-02-26 | $936 | $791 | $145 | $145 |
| SQUARE INC | 2019-01-15 | 2020-03-06 | $576 | $527 | $49 | $49 |
| SQUARE INC | 2019-01-15 | 2020-07-09 | $3,100 | $1,567 | $1,533 | $1,533 |
| SQUARE INC | 2019-01-15 | 2020-11-13 | $885 | $305 | $580 | $580 |
| SQUARE INC | 2019-01-15 | 2020-12-02 | $1,788 | $548 | $1,240 | $1,240 |
| THERMO FISHER SCNTFC | 2018-08-30 | 2020-12-01 | $4,210 | $2,163 | $2,047 | $2,047 |
| ZSCALER INC | 2019-11-04 | 2020-07-09 | $2,557 | $886 | $1,671 | $1,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $439 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $439 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | 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 | 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 |
| Individual With Books | SUSAN KAISER | IndividualWithBooksNm |
| Phone | 2083456498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST SUITE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R LINDSTROM | ||||||||
| 877 W MAIN ST SUITE 800 | BOISE | ID | 83702 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J SMELEK | ||||||||
| 877 W MAIN ST SUITE 800 | BOISE | ID | 83702 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN K KAISER | ||||||||
| 877 W MAIN ST SUITE 800 | BOISE | ID | 83702 | TREASURER | 1.00 | $0 | $0 | $0 |
| STEVE SMELEK | ||||||||
| 877 W MAIN ST SUITE 800 | BOISE | ID | 83702 | GRANT COORDINATOR | 2.00 | $0 | $0 | $0 |
| KATHY MINTON | ||||||||
| 877 W MAIN ST SUITE 800 | BOISE | ID | 83702 | VICE PRESIDENT | 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 |
| 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 | $322,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $323,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $323,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $318,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $439 | TotalTaxAmt |
| Distributable Before Adj | $15,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,247 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302 | 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 | $15,193 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR MIKE SMELEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN STREET STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083456498 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS EXIST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S GEOGRAPHICAL FOCUS IS IN THE COMMUNITIES IN WHICH THE DIRECTORS OF THE FOUNDATION RESIDE, SOUTHWESTERN IDAHO, AND THE COUNTIES OF WALLER, TEXAS AND HARRIS, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROVIDENCE CLASSICAL SCHOOL | |||||||
| 6006 SPRING CYPRESS ROAD | SPRING | TX | 77379 | NONE | PUBLIC | EDUCATIONAL SUPPORT - TO ENHANCE TEACHING | $4,663 |
| ROSEHILL CHRISTIAN SCHOOL | |||||||
| 19830 FM 2920 | TOMBALL | TX | 77377 | NONE | PUBLIC | EDUCATIONAL SUPPORT - TO ENHANCE TECHNOLOGY | $9,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,027 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,261 | 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 | $2,750 | Amt |
| Net Investment Income | $2,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $104 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING | $6,945 | $7,492 |
| L-3 COMMUNICATIONS HOLDINGS INC. | $8,225 | $11,719 |
| AIRPRODUCT & CHEMICALS | $5,271 | $9,563 |
| ECOLAB INC. | $8,099 | $12,765 |
| CHEVRON CORPORATION | $2,986 | $2,787 |
| SCHLUMBERGER LTD | $3,982 | $2,903 |
| CHURCH & DWIGHT CO | $3,733 | $4,536 |
| CLOROX | $6,868 | $9,894 |
| ESTEE LAUDER COMPANIES | $2,359 | $7,187 |
| MCCORMIK & COMPANY | $3,905 | $6,788 |
| AMGEN | $3,059 | $6,668 |
| BAXTER INTERNATIONAL INC. | $7,544 | $9,308 |
| BECTON DICKINSON | $6,491 | $10,259 |
| EDWARD LIFE SCIENCES CORP | $5,746 | $9,853 |
| HOLOGIC, INC. | $4,330 | $6,191 |
| MEDTRONIC | $5,125 | $7,848 |
| STRYKER | $3,182 | $12,252 |
| TELEFLEX, INC | $4,037 | $5,762 |
| THERMO FISHER SCIENTIFIC, INC | $6,640 | $12,110 |
| SCHNEIDER ELECTRIC S E | $6,293 | $9,206 |
| DANAHER CORP. | $5,622 | $14,883 |
| AFLAC | $12,459 | $11,473 |
| HDFC BANK | $2,735 | $7,732 |
| US BANCORP | $6,582 | $7,827 |
| COMPASS GROUP | $5,364 | $5,207 |
| GARMIN | $5,535 | $7,060 |
| MASCO CORP. | $2,103 | $4,779 |
| CUMMINS | $4,825 | $7,721 |
| DEERE & CO | $4,950 | $8,610 |
| IDEX CORP | $4,241 | $5,578 |
| WALT DISNEY CO. | $6,689 | $11,233 |
| AUTODESK, INC | $3,509 | $4,580 |
| BROADCOM LTD | $2,360 | $7,006 |
| FABRINET | $6,211 | $6,828 |
| FORTINET INC | $3,672 | $5,941 |
| INTUIT INC | $4,150 | $6,837 |
| MICROSOFT | $3,132 | $5,561 |
| ROPER TECHNOLOGIES | $3,642 | $5,604 |
| SALESFORCE | $1,609 | $4,451 |
| SQUARE INC | $487 | $1,741 |
| SYNOPSYS | $4,039 | $4,926 |
| TEXAS INSTRUMENTS, INC | $7,019 | $9,027 |
| ZSCALER INC | $1,459 | $5,991 |
| FISERV INC | $7,444 | $10,475 |
| FEDEX | $3,662 | $7,529 |
| UNION PACIFIC | $3,675 | $11,869 |
| REPUBLIC SERVICE | $4,224 | $14,349 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEE | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,084 | Amt |
| Net Investment Income | $2,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $116 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $43 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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