LAMB WESTON CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAMB WESTON CHARITABLE FOUNDATION (EIN 83-0562671)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-24
- IRS object ID
- 202502689349100500
- Schema version
- 2024v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-24T13:28:00-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830562671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMB WESTON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMB | BusinessNameControlTxt |
| Phone | 2089381047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 S RIVERSHORE LN | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836164979 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erin Gardiner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2089381047 | PhoneNum |
| Signature | 2025-09-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,061,310 | 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 | $483,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,574 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,839,751 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $958,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $483,635 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $463 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $463 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,002 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,945 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,945 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,807 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,217 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,343,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,343,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,587,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,524,262 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$628,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $450,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,137,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,983,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,983,990 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $80 | PrepaidExpensesBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $5,402,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,927,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,077,320 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,539,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,911,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,061,310 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,539,943 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,911,542 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,539,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,911,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,539,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,911,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,539,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$628,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,911,542 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,911,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| Capital Gains Dividend | P | 2024-09-01 | 2024-12-31 | $14,411 | $0 | $0 | $14,411 | $14,411 |
| Public Traded Securities | $8,825,340 | $0 | $8,864,420 | -$39,080 | -$39,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$24,669 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,262 | SubtotalAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,550 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,750 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,512 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Carrie Cereghino | IndividualWithBooksNm |
| Phone | 2089381047 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 S RIVERSHORE LN | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836164979 | 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 | Yes (true) | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Erin Gardiner | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | President | 0.00 | $0 | $0 | $0 |
| Carrie Cereghino | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Interim President | 0.00 | $0 | $0 | $0 |
| Shelby Sanders | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | President | 0.00 | $0 | $0 | $0 |
| Eryk Spytek | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Director | 0.00 | $0 | $0 | $0 |
| Phuong Lam | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Secretary | 0.00 | $0 | $0 | $0 |
| Gregory Jones | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Treasurer | 0.00 | $0 | $0 | $0 |
| Mark McCoy | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Director | 0.00 | $0 | $0 | $0 |
| Linda Baird | ||||||||
| 599 S Rivershore Lane | Eagle | ID | 836164979 | Director | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carrie Cereghino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 S Rivershore Lane | AddressLine1Txt |
| City | Eagle | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836164979 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Manager | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,495 | CompensationAmt |
| Employee Benefits | $25,069 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY PROGRAMS: GRANT-MAKING TO 501C3 TAX-EXEMPT CHARITIES THAT SUPPORT THE COMMUNITIES WHERE LAMB WESTON OPERATES AND ITS EMPLOYEES LIVE AND WORK. | Description1Txt |
| Expenses1 | $1,162,513 | Expenses1Amt |
| Description2 | EMPLOYEE MATCHING: FUND A MATCHING GIFTS PROGRAM FOR EMPLOYEES OF LAMB WESTON. | Description2Txt |
| Expenses2 | $93,532 | Expenses2Amt |
| Description3 | EMPLOYEE SCHOLARSHIP PROGRAM: GRANT-MAKING TO STUDENTS OF EMPLOYEES WHO ARE ATTENDING A QUALIFYING UNIVERSITY OR COLLEGE. | Description3Txt |
| Expenses3 | $87,000 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,835,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,724,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,559,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,559,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,356,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $667,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $667,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $6,262 | TotalTaxAmt |
| Distributable Before Adj | $661,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $661,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $661,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,524,262 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,524,262 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $661,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $397,742 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $575,902 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $500,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,851 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,405,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,524,262 | QualifyingDistributionsAmt |
| Applied To Current Year | $661,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $862,697 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,267,800 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $397,742 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,870,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $575,902 | ExcessFromYear4Amt |
| Excess From Year3 | $268,729 | ExcessFromYear3Amt |
| Excess From Year2 | $500,879 | ExcessFromYear2Amt |
| Excess From Year1 | $661,851 | ExcessFromYear1Amt |
| Excess From Current Year | $862,697 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Australian Online Giving Foundation | ||||||||||||||
| Unit 13 15 | 56 Neridah Street | Chatswood | NSW | AS | 02067 | None | PC | Various educational and community support | $29,913 | |||||
| Canadian Online Giving Foundation | ||||||||||||||
| 700 611 Meredith Road NE | Calgary | AB | CA | T2E 2W5 | None | PC | Various educational and community support | $40,565 | ||||||
| American Online Giving Foundation | ||||||||||||||
| None | PC | Various educational and community support | $795,172 | 40 East Main Street Suite 887 | Newark | DE | 19711 | |||||||
| North Country Food Bank Inc | ||||||||||||||
| None | PC | Community Support | $25,000 | 1011 11th Ave NE | East Grand Forks | MN | 56721 | |||||||
| Northern Illinois Food Bank | ||||||||||||||
| None | PC | Community Support | $25,000 | 273 Dearborn Court | Geneva | IL | 60134 | |||||||
| The Idaho Foodbank | ||||||||||||||
| None | PC | Community Support | $110,000 | 3630 E Commercial Court | Meridian | ID | 83642 | |||||||
| Second Harvest Inland Northwest | ||||||||||||||
| None | PC | Community Support | $100,000 | 1234 E Front Ave | Spokane | WA | 992022148 | |||||||
| Scholarship America Inc | ||||||||||||||
| None | PC | Community Support | $87,000 | 7900 International Drive Suite 500 | Minneapolis | MN | 55425 | |||||||
| Oregon Food Bank Inc | ||||||||||||||
| None | PC | Community Support | $100,000 | 7900 NE 33rd Dr | Portland | OR | 97211 | |||||||
| Foodbank Australia Ltd | ||||||||||||||
| Building A Level 2 11 | Telavera Road | North Ryde | NSW | AS | 01670 | No Relationship | PC | Community Support | $25,395 | |||||
| Beta Alpha Psi Zeta Psi Chapter | ||||||||||||||
| No Relationship | PC | VARIOUS EDUCATIONAL AND COMMUNITY SUPPORT | $5,000 | 1910 University Drive | Boise | ID | 83725 | MS 1610 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,343,045 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $458,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,966 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lamb Weston Holdings Inc | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 S Rivershore Lane | AddressLine1Txt |
| City | Eagle | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836164979 | 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 | Accounting Fees | CategoryTxt |
| Amt | $463 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $463 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Australian Online Giving Foundation | |||||||||||||
| Unit 13 15 | 56 Neridah Street | Chatswood | NSW | AS | 02067 | 2024-12-31 | $29,913 | Educational and community support as part of the Lamb Weston Charitable Foundation matching gifts program. | $29,913 | Grantee has not diverted funds | 07/01/2025 | 2025-07-01 | Amounts verified. |
| Canadian Online Giving Foundation | |||||||||||||
| 700 | 611 Meredith Road NE | Calgary | AB | CA | T2E 2W5 | 2024-12-31 | $40,565 | Educational and community support as part of the Lamb Weston Charitable Foundation matching gifts program. | $40,565 | Grantee has not diverted funds | 07/01/2025 | 2025-07-01 | Amounts verified. |
| Foodbank Australia Ltd | |||||||||||||
| Building A Level 2 | 11 Telavera Road | North Ryde | NSW | AS | 01670 | 2024-02-20 | $25,395 | Support immediate food needs in communities employees reside. | $25,395 | Grantee has not diverted funds. | 10/15/2024 | 2024-10-15 | Amounts Verified. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (50 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| ALLSPRING CORE BOND FUND | $0 | $0 | |
| DIMENSIONAL INTERNATIONAL VA ETF | $0 | $0 | |
| DODGE & COX INCOME FUND FD #147 | $0 | $0 | |
| DOUBLELINE TOTAL RETURN BOND FUND CLASS R6 | $0 | $0 | |
| ISHARES CORE S&P 500 ETF | $0 | $0 | |
| ISHARES U S TREASURY BOND ETF | $0 | $0 | |
| LSV SMALL CAP FUND-INST | $0 | $0 | |
| MFS EMERGING MKTS DEBT FD-R6 | $0 | $0 | |
| NUANCE MID CAP VALUE-Z | $0 | $0 | |
| OAKMARK INTL SM CAP-R6 | $0 | $0 | |
| PGIM ULTRA SHORT BOND ETF | $0 | $0 | |
| SCHWAB SHORT TERM US TREASURY ETF | $0 | $0 | |
| SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS FD # 11602 | $0 | $0 | |
| TOUCHSTONE MID CAP-R6 | $0 | $0 | |
| TRIBUTARY SMALL COMPANY FD INST PLUS FD# 1705 | $0 | $0 | |
| VANGUARD FUNDS LIMITED TERM TAX-EXEMPT FD#531 ADMIRAL SHARES | $0 | $0 | |
| VANGUARD ULTRA-SHORT TERM BOND FUND | $0 | $0 | |
| WASATCH INTL OPPORTUNIT-INST | $0 | $0 | |
| WCM FOCUSED INTL GROWTH-INS | $0 | $0 | |
| SPYGLASS GROWTH FUND-INST | $0 | $0 | |
| WESTERN ASSET CORE PLUS BOND FUND CLASS IS | $0 | $0 | |
| LONGLEAF PARTNERS FDS TR INTL FD #4428 | $0 | $0 | |
| ISHARES S&P SMALL CAP 600 GROWTH ETF | $0 | $0 | |
| TOUCHSTONE SANDS EM GR-R6 | $0 | $0 | |
| BLACKROCK LOW DURATION BOND PORTFOLIO CL INSTL | $0 | $0 | |
| PZENA EMERG MKTS VALUE-INST | $33,176 | $37,537 | FMV |
| WISDOMTREE U.S. QUALITY DIVI ETF | $158,059 | $181,040 | FMV |
| ISHARES MSCI USA MIN VOL FACTOR ETF | $164,864 | $177,314 | FMV |
| ISHARES MSCI INTL QUALITY FACTOR ETF | $140,100 | $140,908 | FMV |
| BAIRD AGGREGATE BOND FUND FD #72 | $5,370,000 | $5,189,785 | FMV |
| WCM FOCUSED INTL GROWTH-INS | $81,463 | $82,466 | FMV |
| ISHARES CORE S&P MID-CAP ETF | $212,896 | $228,055 | FMV |
| ISHARES CORE MSCI EAFE ETF ETF | $324,482 | $308,951 | FMV |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $176,051 | $172,953 | FMV |
| MFS EMERGING MKTS DEBT FD-R6 | $125,109 | $121,004 | FMV |
| PRINCIPAL MIDCAP FUND-R6 | $50,000 | $53,118 | FMV |
| USA TREASURY NOTES 02.625% DUE 03 31 2025 | $82,958 | $83,669 | FMV |
| USA TREASURY NOTES 03.000% DUE 09 30 2025 | $82,749 | $83,235 | FMV |
| USA TREASURY BONDS 02.625% DUE 12 31 2025 | $82,215 | $82,719 | FMV |
| USA TREASURY NOTES 02.25% DUE 03 31 2026 | $82,547 | $82,947 | FMV |
| USA TREASURY NOTE 01.875% DUE 06 30 2026 | $82,704 | $83,081 | FMV |
| USA TREASURY NOTES 02.750% DUE 06 30 2025 | $82,776 | $83,398 | FMV |
| USA TREASURY NOTES 00.875% DUE 09 30 2026 | $82,593 | $83,045 | FMV |
| USA TREASURY NOTES 01.250% DUE 12 31 2026 | $82,830 | $82,999 | FMV |
| USA TREASURY NOTES 02.500% DUE 03 31 2027 | $85,104 | $84,735 | FMV |
| USA TREASURY NOTES 03.250% DUE 06 30 2027 | $82,701 | $82,030 | FMV |
| USA TREASURY NOTES 04.125% DUE 09 30 2027 | $83,397 | $81,676 | FMV |
| VANGUARD INTERNATIONAL VALUE FUND #46 | $50,000 | $44,886 | FMV |
| PGIM HIGH YIELD FUND CLASS R6 | $125,181 | $121,843 | FMV |
| ISHARES CORE S&P 500 ETF | $1,003,597 | $1,303,926 | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Subscriptions and Dues | $9,050 | $0 | $0 | $9,050 |
| Advertising | $20,560 | $0 | $0 | $0 |
| Software and Office Supplies | $34,757 | $0 | $0 | $34,757 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Income | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $33,101 | $33,101 | $0 | $0 |
| Translation Services | $20,438 | $0 | $0 | $20,438 |
| Consulting Fees | $112,564 | $0 | $0 | $112,564 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lamb Weston Holdings Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 599 S Rivershore Ln | AddressLine1Txt |
| City | Eagle | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 836164979 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $9,444 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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