BEWS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEWS FOUNDATION (EIN 81-2200028)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202041499349100404
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T09:14:31-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820476132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIPLEY DOORN & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837091676 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812200028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEWS | BusinessNameControlTxt |
| Phone | 2087314740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GREEN ACRES DRIVE | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833013319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D BRAGA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2087314740 | PhoneNum |
| Signature | 2020-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MCKENNA THOMPSON CPA | PreparerPersonNm |
| PTIN | P01289585 | PTIN |
| Phone | 2083750550 | PhoneNum |
| Preparation | 2020-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $21,159,243 | 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 | $2,441,098 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $97,884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,884 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $195,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,631 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $215,075 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $215,075 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$32,993 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$277,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,481,499 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $7,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,445 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,679,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516,035 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,375 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $40,771 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,771 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,455 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,455 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $93,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93,073 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $83,450 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $83,450 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,030 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,030 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96,962 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $509,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $440,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $861,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $440,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,818,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,696 | CashBOYAmt |
| Cash EOY | $111,884 | CashEOYAmt |
| Cash EOYFMV | $136,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $902,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,945 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $34,727 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $80,721 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $34,727 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $34,727 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $377,298 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,570,680 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,584,193 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,040,791 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,958,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,436,621 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,092,802 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,207,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,330,589 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,269,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,708,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,583,284 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,868,582 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,645,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,159,243 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $73,101 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $31,449 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $73,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,449 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,795,481 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,613,855 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,795,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,613,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,868,582 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,645,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,795,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,818,374 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,613,855 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,613,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| GAIN ON INSTALLMENT SALE | D | $41,652 | $41,652 | $41,652 | ||||
| 8574 W FAIRVIEW AVE., BOISE ID | D | $750,000 | $58,211 | $58,211 | 2018-10-31 | 2019-08-07 | $6,843 | $698,632 |
| 3015 & 3035 W MCMILLIAN RD | D | $6,820,000 | -$259,681 | -$259,681 | 2018-10-31 | 2019-04-30 | $77,118 | $7,156,799 |
| ACHD LOTS AND BRIDGETOWER | D | $1,632,153 | -$238,033 | -$238,033 | 2018-04-11 | 2019-06-03 | $1,870,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$277,008 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,273,763 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004425 | DistributionYr1Rt |
| Total Distribution | 0.004425 | TotalDistributionRt |
| Average Distribution | 0.004425 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,044,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,697 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,451 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,983 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $754 | SubtotalAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,246 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $8,246 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEWSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083750550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 SOUTH ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL W SULLIVAN | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $19,800 | $0 | $0 |
| LARRY D BRAGA | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 4.00 | $43,800 | $0 | $0 |
| DEREK PICA | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $23,800 | $0 | $0 |
| LOIS K FLETCHER | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $19,800 | $0 | $0 |
| JOHN BERG | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | TRUSTEE | 2.00 | $19,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,415,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,560,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,373,590 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,349,828 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,349,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,044,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,002,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,002,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $754 | TotalTaxAmt |
| Distributable Before Adj | $1,001,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,001,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,001,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,983 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $420,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $754 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,229 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,001,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,924 | UndistributedIncomePYAmt |
| Qualifying Distributions | $420,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,924 | AppliedToYear1Amt |
| Applied To Current Year | $135,059 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $866,416 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEREK PICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083364144 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT DEREK PICA AT 208-336-4144 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT DEREK PICA AT 208-336-4144 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT DEREK PICA AT 208-336-4144 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PC | GENERAL OPERATIONS | $10,000 |
| BOISE STATE UNIVERSITY FOUNDATION | ||||||
| 1173 W UNIVERSITY DRIVE | BOISE | ID | 83706 | PC | SCHOLARSHIP | $50,000 |
| CATHOLIC CHARITIES OF IDAHO | ||||||
| 7255 W FRANKLIN RD | BOISE | ID | 83709 | PC | GENERAL OPERATIONS | $10,000 |
| BRONCO ATHLETIC ASSOCIATION | ||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | PC | SCHOLARSHIP | $100,000 |
| THE IDAHO FOODBANK | ||||||
| 3562 SOUTH TK AVE | BOISE | ID | 83705 | PC | GENERAL OPERATIONS | $10,000 |
| BOISE PUBLIC SCHOOLS FOUNDATION | ||||||
| 8169 W VICTORY RD | BOISE | ID | 83709 | PC | STUDENT AID FUND FOR EMERGENCIES | $10,000 |
| TREASURE VALLEY YMCA | ||||||
| 1177 W STATE ST | BOISE | ID | 83702 | PC | AQUATIC CENTER | $50,000 |
| ASSISTANCE LEAGUE OF BOISE | ||||||
| PO BOX 343 | CALDWELL | ID | 83606 | PC | CHILDREN'S ESSENTIALS | $10,000 |
| COLLEGE OF IDAHO | ||||||
| 2112 CLEVELAND BLVD | CALDWELL | ID | 83605 | PC | SCHOLARSHIP | $50,000 |
| WEST ADA SCHOOLS EDUCATION FOUND | ||||||
| 1303 E CENTRAL DRIVE | MERIDIAN | ID | 83642 | PC | REMODEL ACHIEVEMENT HOUSE | $3,000 |
| WEST ADA SCHOOLS EDUCATION FOUND | ||||||
| 1303 E CENTRAL DRIVE | MERIDIAN | ID | 83642 | PC | AMBASSADOR LEADERSHIP CAMP | $4,500 |
| CORPUS CHRISTI HOUSE | ||||||
| 525 S AMERICANA BLVD | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 |
| INTERFAITH SANCTUARY SHELTER | ||||||
| 1620 W RIVER ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 |
| FIDELITY INV CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | DONOR ADVISED FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,884 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,631 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$32,993 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$277,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$9,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,223 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BEWS SURVIVORS TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GREEN ACRES DR | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,441,098 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING- BEWS FOUNDATION | $14,257 | $14,257 |
| ACCOUNTING- PRIMELAND | $12,011 | $12,011 |
| RENTAL 8574 W FAIRVIEW AVE | $5,575 | $5,575 |
| RENTAL W MCMILLAN RD | $8,928 | $8,928 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIDELITY ACCT 645252230 | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $116,851 | GrossSalesPriceAmt |
| Basis | $117,033 | BasisAmt |
| Total Net | -$182 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BUCKINGHAM BONDS | BondNm |
| EOY Book Value | $3,207,597 | EOYBookValueAmt |
| EOYFMV | $3,330,589 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BUCKINGHAM STOCK | StockNm |
| EOY Book Value | $9,958,625 | EOYBookValueAmt |
| EOYFMV | $10,436,621 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,570,680 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,584,193 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIMELAND INVESTMENT GROUP, LLC | FMV | $3,136,708 | $5,011,146 |
| MERCATO CENTER, LLC | FMV | ||
| BEWS APPLE PIE, LLC | FMV | $572,138 | $572,138 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEGAL EXPENSES- PRIMELAND | $21,214 | $21,214 |
| RENTAL 8574 W FAIRVIEW AVE | $1,335 | $1,335 |
| RENTAL W MCMILLAN RD | $15,826 | $15,826 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL 8574 W FAIRVIEW AVE | |||
| BANK FEES | $5 | $5 | |
| SECURITY EXPENSE | $270 | $270 | |
| UTILITIES | $1,079 | $1,079 | |
| REPAIRS AND MAINTENANCE | $17,001 | $17,001 | |
| INSURANCE REIMBURSEMENT | -$8,228 | -$8,228 | |
| MANAGEMENT FEE | $900 | $900 | |
| RENTAL 12080 W HUBBARD RD | |||
| MANAGEMENT FEE | $1,235 | $1,235 | |
| POSTAGE | $7 | $7 | |
| REPAIRS AND MAINTENANCE | $9,693 | $9,693 | |
| INSURANCE EXPENSE | $829 | $829 | |
| RENTAL W MCMILLAN RD | |||
| BANK FEES | $25 | $25 | |
| INSURANCE REIMBURSEMENT | -$1,798 | -$1,798 | |
| REPAIRS AND MAINTENANCE | $26,432 | $26,432 | |
| MANAGEMENT FEE | $11,781 | $11,781 | |
| LEASE COMMISSIONS | $21,494 | $21,494 | |
| UTILITIES | $12,119 | $12,119 | |
| EXPENSES | |||
| BANK FEES | $40 | $40 | |
| DUES & SUBSCRIPTIONS | $1,847 | $1,847 | |
| OFFICE SUPPLIES | $607 | $607 | |
| ESCROW FEES | $75 | $75 | |
| INSURANCE EXPENSE | $750 | $750 | |
| OTHER FEES | $723 | $723 | |
| MEALS AND ENTERTAINMENT | $356 | $356 | |
| INVESTMENT EXPENSES | $2,437 | $2,437 | |
| BANK FEES- PRIMELAND | $22 | $22 | |
| INSURANCE EXPENSE- PRIMELAND | $214 | $214 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WATER RIGHTS INCOME | Desc |
| Revenue And Expenses Per Books | $7,445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,445 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOTE RECEIVABLE - STAGE COACH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $250,000 | LoanOriginalAmt |
| Balance Due | $34,727 | BalanceDueAmt |
| Note | 2011-04 | NoteDt |
| Loan Maturity | 2021-04 | LoanMaturityDt |
| Repayment Terms | MONTHLY INSTALLMENTS 1,439 | RepaymentTermsTxt |
| Interest | 0.0600 | InterestRt |
| Security Provided Borrower | 4802 EMERALD ST., BOISE, ID | SecurityProvidedBorrowerTxt |
| Loan Purpose | PURCHASE OF REAL ESTATE | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $19,266 | $19,266 |
| RENTAL W MCMILLAN RD | $5,189 | $5,189 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $7,640 | $7,640 |
| FEDERAL EXCISE TAX | $10,000 | $10,000 |
| PRIMELAND INVT GROUP- PROP. TAX | $40,512 | $40,512 |
| RENTAL 8574 W FAIRVIEW AVE | $15,742 | $15,742 |
| RENTAL 12080 W HUBBARD RD | $3,352 | $3,352 |
| RENTAL W MCMILLAN RD | $15,827 | $15,827 |