POWER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POWER FOUNDATION INC (EIN 46-4327757)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-30
- IRS object ID
- 202001219349100200
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T02:18:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET SUITE 1400 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837027717 | 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 | 464327757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 2087883456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 SOUTH COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KEMP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2087883456 | PhoneNum |
| Signature | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN EADS | PreparerPersonNm |
| PTIN | P00653966 | PTIN |
| Phone | 2083429361 | PhoneNum |
| Preparation | 2020-04-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.155.240.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-29 | IPDt |
| IP Tm | 10:38:45 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9032858F2362494EC084ED19AA18D1ED25479E01 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,996,156 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $544,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,967 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,988 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,435 | CashBOYAmt |
| Cash EOY | $65,494 | CashEOYAmt |
| Cash EOYFMV | $65,494 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,846,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,171,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,970,719 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $902,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $981,472 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $959,943 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,875,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,218,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,996,156 | 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 | $2,875,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,218,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,875,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,218,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,875,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,218,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,875,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,218,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,218,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,422 SH. AT & T INC | P | 2016-06-06 | 2019-08-09 | $48,949 | $55,991 | -$7,042 | -$7,042 |
| 15.73 SH. AT & T INC | P | 2016-08-01 | 2019-08-09 | $541 | $682 | -$141 | -$141 |
| 18.653 SH. AT & T INC | P | 2016-11-01 | 2019-08-09 | $642 | $690 | -$48 | -$48 |
| 16.87 SH. AT & T INC | P | 2017-02-01 | 2019-08-09 | $581 | $714 | -$133 | -$133 |
| 385.747 SH. AT & T INC | P | 2017-12-20 | 2019-08-09 | $13,279 | $14,890 | -$1,611 | -$1,611 |
| 20.253 SH. AT & T INC | P | 2017-12-20 | 2019-08-09 | $6,893 | $7,730 | -$837 | -$837 |
| 4,389.816 SH. PUTNAM MULTI ASSET ABSOLUTE RETURN FUND | P | 2016-06-06 | 2019-05-23 | $50,000 | $48,859 | $1,141 | $1,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,166,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,167,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,922 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,986,887 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,547,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042736 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,524,560 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011097 | DistributionYr5Rt |
| Total Distribution | 0.173470 | TotalDistributionRt |
| Average Distribution | 0.034694 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,319,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,183 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $202 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,038 | 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 | $202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $998 | OverpaymentAmt |
| Applied To ES Tax | $998 | 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 | MICHAEL HANSEN | IndividualWithBooksNm |
| Phone | 2087883456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 S COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRET MOFFETT | ||||||||
| 2401 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | VP & CHAIRMAN | 1.00 | $0 | $0 | $0 |
| CHARLES KEMP | ||||||||
| 1583 WEST COVENANT HILL CT | EAGLE | ID | 83616 | TREASURER | 1.00 | $0 | $0 | $0 |
| GERARD MURRAY | ||||||||
| 2756 SOUTH KNAPP AVENUE | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG REED | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAYNES | ||||||||
| 5317 MANCHESTER CT | STEVENS POINT | WI | 54482 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN KUMM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KACEY MCEWAN | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICE NORDSTROM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | CORPORATE SECRETARY | 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 | $3,329,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,370,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,370,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,319,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202 | TotalTaxAmt |
| Distributable Before Adj | $165,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,797 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $202 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $166,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,854 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,854 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,184 | 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 | $143,613 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||
| 704 W GIBSON | AUSTIN | TX | 78704 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| BIRDS OF A FEATHER 4-H CLUB | |||||||
| 3204 ROSE HILL STREET | BOISE | ID | 83705 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| BLAINE COUNTY EDUCATION FOUNDATION | |||||||
| 1250 FOX ACRES DRIVE | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| BLAINE COUNTY SCHOOL DISTRICT 61 | |||||||
| 900 2ND AVENUE NORTH | HAILEY | ID | 83333 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| BOISE STATE UNIVERSITY | |||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $4,000 |
| BOYS & GIRLS CLUB OF GREATER LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| CARING HEARTS AND HANDS OF HOPE | |||||||
| PO BOX 7152 | BOISE | ID | 83707 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| COUNTY OF GOODING SCHOOL DISTRICT #231 | |||||||
| 1045 7TH AVE WEST | GOODING | ID | 83330 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,600 |
| DISCOVERY CENTER OF IDAHO | |||||||
| 131 MYRTLE STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| DISCOVERY ELEMENTARY SCHOOL PTO | |||||||
| 500 DISCOVERY PATH LANE | ST CHARLES | MO | 63301 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| EDGAR P KABLE FOUNDATION FUND | |||||||
| PO BOX 1095 | YORK | PA | 17405 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| EDUCATION FOUNDATION FOR THE JOINT SCHOOL DISTRICT NO 2 | |||||||
| 1303 EAST CENTRAL DRIVE | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $6,050 |
| ELDER GROVE SCHOOL DISTRICT | |||||||
| 1532 S 64TH ST W | BILLINGS | MT | 59106 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,500 |
| EMERSON ELEMENTARY PTA | |||||||
| 175 LINWOOD AVE | EMERSON | NJ | 07630 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| FAMILY ADVOCATES | |||||||
| 3010 W STATE STREET | BOISE | ID | 83703 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| FORT ZUMWALT SCHOOL DISTRICT | |||||||
| 200 MERIWETHER LEWIS DRIVE | OFALLON | MO | 63368 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $925 |
| FRANCIS HOWELL SCHOOL DISTRICT | |||||||
| 141 WEISS ROAD | ST PETERS | MO | 63376 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $433 |
| FRIENDS OF SATURDAY ACADEMY | |||||||
| 5000 N WILLIAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| FUTURE PUBLIC SCHOOL | |||||||
| 511 E 43RD STREET | GARDEN CITY | ID | 83714 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| GIRLS IN STEM | |||||||
| 9249 S BROADWAY 200-266 | HIGHLANDS RANCH | CO | 80129 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| IDAHO MUSEUM OF MINING AND GEOLOGY | |||||||
| 2455 OLD PENITENTIARY ROAD | BOISE | ID | 83712 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| IDAHO SOCIETY OF PROFESSIONAL ENGINEERS | |||||||
| PO BOX 170239 | BOISE | ID | 83717 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $300 |
| IDAHO STATE UNIVERSITY | |||||||
| 921 W 8TH AVENUE STOP 8380 | POCATELLO | ID | 83209 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| IDAHO STATE UNIVERSITY FOUNDATION | |||||||
| 921 SOUTH 8TH AVENUE 8065 | POCATELLO | ID | 83209 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| IDAHO STEM ACTION CENTER FOUNDATION | |||||||
| 802 WEST BANNOCK STREET SUITE 900 | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $41,100 |
| INDEPENDENT SCHOOL DISTRICT OF BOISE | |||||||
| 1725 WARM SPRINGS AVE | BOISE | ID | 83712 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,995 |
| JOINT SCHOOL DISTRICT NO 2 | |||||||
| 11711 WEST LAKE HAZEL ROAD | BOISE | ID | 83709 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $400 |
| MAINE SCHOOL OF SCIENCE AND MATHEMATICS | |||||||
| 95 HIGH STREET | LIMESTONE | ME | 04750 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| MATHCOUNTS FOUNDATION | |||||||
| MONTANA MATHCOUNTS PO BOX 20996 | BILLINGS | MT | 59104 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| METROPOLITAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| PIERCE PARK PTO | |||||||
| 5015 N PIERCE PARK LANE | BOISE | ID | 83714 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| REUSEUM EDUCATIONAL INC | |||||||
| 3145 W CHINDEN BLVD | GARDEN CITY | ID | 83714 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| RIVERWALK ACADEMY | |||||||
| 5750 MT GALLANT ROAD | ROCK HILL | SC | 29732 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| ROCKWOOD R-VI SCHOOL DISTRICT | |||||||
| 111 E NORTH STREET EUREKA | EUREKA | MO | 63025 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 500 BARTHOLOMEW ROAD SUITE 405 | PISCATAWAY | NJ | 08854 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| SHAWNEE MISSION SCHOOL DISTRICT 512 | |||||||
| 6301 W 78TH STREET | OVERLAND PARK | KS | 66204 | NONE | GOV | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,750 |
| SUN VALLEY CENTER FOR THE ARTS INC | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| THE MAGIC HOUSE | |||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| TREASURE VALLEY HOMESCHOOL OLYMPIAD TEAM | |||||||
| 3125 W SUGARBERRY DR | EAGLE | ID | 83616 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| UNION STATION KANSAS CITY INC | |||||||
| 30 WEST PERSHING ROAD SUITE 400 | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,000 |
| UNIVERSITY OF IDAHO FOUNDATION | |||||||
| PO BOX 443147 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $21,725 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| US FOUNDATION FOR THE INSPIRATION & RECOGNITION SCIENCE & TECHNOLOGY | |||||||
| 17185 VALLEY VIEW ROAD | EDEN PRAIRIE | MN | 55346 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| VICTORY CHARTER SCHOOL | |||||||
| 9779 KRIS JENSEN LANE | NAMPA | ID | 83686 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,210 |
| WOOD RIVER COMMUNITY YMCA | |||||||
| PO BOX 6801 | KETCHUM | ID | 83340 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| WORCESTER POLYTECHNICAL INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01606 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| YOUNG MENS CHRISTIAN ASSN OF BOISE (YMCA) | |||||||
| 1177 W STATE STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,988 | 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 | $52,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,296 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER ENGINEERS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 S COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $79,132 | $75,354 |
| ACCENTURE PLC IRELAND | $22,540 | $31,164 |
| AMERICAN TOWER CORP REIT | $79,346 | $158,767 |
| AMERICAN WATER WORKS CO | $45,032 | $44,963 |
| AMERISOURCE BERGEN CORP | $79,070 | $83,684 |
| ANALOG DEVICES INC | $56,815 | $116,956 |
| AUTOMATIC DATA PROCESSING | $57,016 | $110,676 |
| BLACKROCK INC | $79,403 | $100,472 |
| CISCO SYSTEMS INC | $22,643 | $28,057 |
| COLGATE-PALMOLIVE CO | $79,199 | $75,149 |
| COMCAST CORP NEW CL A | $45,147 | $44,970 |
| COMMERCE BANCSHARES INC | $45,061 | $44,976 |
| COSTCO WHOLESALE CORP | $78,921 | $144,345 |
| ECOLAB, INC | $79,076 | $123,752 |
| EVERSOURCE ENERGY | $56,877 | $86,359 |
| EXXON MOBIL | $79,509 | $63,475 |
| FACTSET RESEARCH SYSTEMS INC | $22,575 | $30,854 |
| HONEYWELL INTERNATIONAL INC | $45,037 | $45,135 |
| J.M. SMUCKER CO | $79,214 | $63,811 |
| JOHNSON & JOHNSON | $79,367 | $94,769 |
| L3HARRIS TECHNOLOGIES | $44,958 | $44,521 |
| LOWES COMPANIES | $79,082 | $116,514 |
| MICROSOFT CORP | $79,326 | $212,663 |
| NEXTERA ENERGY INC | $22,598 | $35,598 |
| NIKE, INC | $78,954 | $140,690 |
| PEPSICO INCORPORATED | $79,339 | $101,366 |
| S&P GLOBAL INC | $44,872 | $45,053 |
| STRYKER CORP | $79,133 | $134,782 |
| SYSCO CORPORATION | $45,027 | $44,909 |
| TEXAS INSTRUMENTS INC | $22,570 | $27,582 |
| TJX COS INC | $78,968 | $127,119 |
| UNITED HEALTH GROUP | $44,926 | $44,979 |
| UNITED PARCEL SERVICE | $79,375 | $86,332 |
| UNITED TECHNOLOGIES CORP | $79,335 | $110,512 |
| V F CORPORATION | $44,846 | $44,847 |
| WEC ENERGY GROUP | $56,840 | $85,564 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUTNAM ABSOLUTE RETURN | AT COST | $853,234 | $831,705 |
| FEDERATED US TREASURY | AT COST | $128,238 | $128,238 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $32,284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |