PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG (EIN 72-0545551)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349100813
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T08:23:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721042866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER LAGRAIZE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 WEST ESPLANADE AVENUE STE 100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720545551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERCIVAL STERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERC | BusinessNameControlTxt |
| Phone | 5047221259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY S BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5047221259 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DAVID KUSHNER | PreparerPersonNm |
| PTIN | P00949927 | PTIN |
| Phone | 5048389991 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.177.68.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 07:27:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D68253A5ABEE5962C736B8A72B47E04F6925D8BC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 859631E5E62A6314A88C5552A8CE8EC667517C28 | 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 | $1,312,782 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,983 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,167 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,333 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,991 | CashBOYAmt |
| Cash EOY | $9,369 | CashEOYAmt |
| Cash EOYFMV | $9,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,014 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,236,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,215,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,302,399 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,566 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,242,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,225,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,312,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,242,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,225,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,242,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,242,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,225,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,242,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,225,521 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | $6,500 | $9,985 | -$3,485 | -$3,485 | |
| CAPITAL GAINS DIVIDENDS | $23,168 | $23,168 | $23,168 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,683 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,928 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,327,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,358,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,373,976 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,712 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,408,275 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,298 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,418,295 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050975 | DistributionYr5Rt |
| Total Distribution | 0.249794 | TotalDistributionRt |
| Average Distribution | 0.049959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,300,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,441 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $754 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,954 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,027 | OverpaymentAmt |
| Applied To ES Tax | $1,027 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PERRY BROWN | IndividualWithBooksNm |
| Phone | 5047221259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PERRY S BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | GARDEN CITY | ID | 83714 | PRESIDENT | 1.50 | $9,167 | $0 | $0 |
| MARK S STEIN | ||||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN R BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | GARDEN CITY | ID | 83714 | TREASURER | 0.00 | $0 | $0 | $0 |
| DR PERRY S BROWN JR | ||||||||
| 1608 NORTH 26TH ST | BOISE | ID | 83702 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEFFREY S BROWN | ||||||||
| 9109 WOODEN BRIDGE ROAD | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAURA A SARDILLI | ||||||||
| 2201 KERRYDALE COURT | CLARKSBURG | MD | 20871 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,317,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,035 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,320,426 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,320,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,806 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,300,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $927 | TotalTaxAmt |
| Distributable Before Adj | $64,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,582 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,729 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,729 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,981 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,480 | ExcessFromYear2Amt |
| Excess From Year1 | $1,501 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOISE ART MUSEUM | ||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,550 |
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| BOISE STATE PUBLIC RADIO | ||||||
| 1910 UNIVERSITY DRIVE | BOISE | ID | 83725 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $750 |
| BOISE SUNRISE ROTARY FOUNDATION | ||||||
| PO BOX 8781 | BOISE | ID | 83707 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| BOYS AND GIRLS CLUBS OF ADA COUNTY | ||||||
| 610 E 42ND STREET | BOISE | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| CAMP RAINBOW GOLD | ||||||
| 216 WEST JEFFERSON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,825 |
| CONGREGATION AHAVATH BETH ISRAEL | ||||||
| 11 NORTH LATAH STREET | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| CONGREGATION OR CHADASH | ||||||
| PO BOX 88 | DEMASCUS | MD | 20872 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| CONSERVATION VOTERS FOR IDAHO | ||||||
| 413 W IDAHO STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4621 W NAPOLEON AVENUE 207 | METAIRIE | LA | 70001 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| FACES OF HOPE | ||||||
| 417 SOUTH 6TH STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| FAMILY ADVOCATES | ||||||
| 3010 W STATE STREET | BOISE | ID | 83703 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| FURNITURE BANK OF METRO ATLANTA | ||||||
| 908 MURPHY AVE SW | ATLANTA | GA | 30310 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,750 |
| GARDEN CITY LIBRARY FOUNDATION | ||||||
| 6015 GLENWOOD STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| IDAHO CONSERVATION LEAGUE | ||||||
| PO BOX 844 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| IDAHO FOOD BANK | ||||||
| 3562 S TK AVE | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO HUMANE SOCIETY | ||||||
| 4775 W DORMAN STREET | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO SHAKESPEARE FESTIVAL | ||||||
| PO BOX 9365 | BOISE | ID | 83707 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| IN HONOR OF HER | ||||||
| PO BOX 855 | OLNEY | MD | 20830 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| INTERFAITH SANCTUARY HOUSING SERVICES | ||||||
| 1620 W RIVER STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| ISIDORE NEWMAN SCHOOL | ||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| HABITAT FOR HUMANITY | ||||||
| 4716 W STATE STREET | BOISE | ID | 83703 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JDRF (FORMERLY JUVENILE DIABETES RESEARCH FOUNDATION) | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 5342 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||
| 3747 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JUNIOR ACHIEVEMENT OF GREATER NEW ORLEANS | ||||||
| 5100 ORLEANS AVENUE | NEW ORLEANS | LA | 70124 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| JUNIOR ACHIEVEMENT OF IDAHO | ||||||
| 4800 W FAIRVIEW AVE SUITE B | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| LEARNING LAB | ||||||
| 308 E 36TH STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| NATIONAL WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| NPR | ||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $5,000 |
| OSHER LIFELONG LEARNING INSTITUTE AT BOISE STATE UNIVERSITY | ||||||
| 220 E PARKCENTER BLVD | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,750 |
| ST LUKE'S CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 190 E BANNOCK STREET | BOISE | ID | 83712 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| TEMPLE EMANUEL | ||||||
| 306 NORTH 18TH AVENUE | POCATELLO | ID | 83201 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| THE FRIENDS OF IDAHO PUBLIC TELEVISION | ||||||
| 1455 N ORCHARD ST | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $100 |
| THE JED FOUNDATION | ||||||
| 6 E 39TH STREET SUITE 700 | NEW YORK | NY | 10016 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| THE PEREGRINE FUND | ||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,150 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| UNITED WAY OF THE TREASURE VALLEY | ||||||
| 3100 S VISTA AVE 100 | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| WASSMUTH CENTER FOR HUMAN RIGHTS | ||||||
| 777 S 8TH ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,200 |
| WOMEN'S AND CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| YOUNG ARTISTS OF AMERICA STRATHMORE | ||||||
| 5301 TUCKERMAN LANE | NORTH BETHESDA | MD | 20852 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| ZOO BOISE | ||||||
| 355 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,375 | 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 | $40,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,518 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $4,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,215,138 | BookValueAmt |
| EOYFMV | $1,302,399 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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