THE SMELEK FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE SMELEK FAMILY FOUNDATION INC (EIN 82-0524659)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349101778
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T16:05:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837025858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820524659 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SMELEK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MIKE SMELEK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMEL | BusinessNameControlTxt |
| Phone | 2083456498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST SUITE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS BAEYEN | PersonNm |
| Person Title | SIGNING OFFICER | PersonTitleTxt |
| Phone | 2083456498 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXIS BAEYEN CPA | PreparerPersonNm |
| PTIN | P01647867 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.24.147.23 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:22:43 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 090A0E82168F88370446085B20728E8609A3AAD4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6ED1301BEF86EBC045FA2487BB6C81A082E6BF48 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $322,576 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,750 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,783 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,612 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,017 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,880 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $137 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,608 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,608 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,190 | CashBOYAmt |
| Cash EOY | $1,075 | CashEOYAmt |
| Cash EOYFMV | $1,075 | CashEOYFMVAmt |
| Corporate Stock BOY | $201,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $210,499 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $321,501 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $202,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $322,576 | 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 | $202,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $211,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $202,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $211,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $202,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $202,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $211,574 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $211,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE | P | 2018-05-21 | 2019-02-13 | $1,574 | $1,500 | $74 | $74 |
| ACADIA HEALTHCARE | P | 2019-03-13 | 2019-07-18 | $3,930 | $3,728 | $202 | $202 |
| DXC TECHNOLOGY | P | 2018-06-04 | 2019-05-29 | $450 | $766 | -$316 | -$316 |
| FISERV INC | P | 2019-01-15 | 2019-11-18 | $229 | $150 | $79 | $79 |
| FISERV INC | P | 2019-01-15 | 2019-11-18 | $457 | $300 | $157 | $157 |
| AIR PROD & CHEMICALS | P | 2015-05-01 | 2019-11-18 | $5,068 | $2,830 | $2,238 | $2,238 |
| APPLE INC | P | 2015-05-27 | 2019-01-15 | $913 | $788 | $125 | $125 |
| BALL CORP | P | 2008-01-30 | 2019-01-02 | $6,993 | $1,763 | $5,230 | $5,230 |
| BANK OF NOVA SCOTIA | P | 2011-10-31 | 2019-01-15 | $2,039 | $2,032 | $7 | $7 |
| BANK OF NOVA SCOTIA | P | 2012-03-14 | 2019-01-15 | $2,952 | $3,019 | -$67 | -$67 |
| BANK OF NOVA SCOTIA | P | 2015-04-01 | 2019-01-15 | $2,200 | $2,072 | $128 | $128 |
| BOEING CO | P | 2013-01-30 | 2019-03-04 | $1,709 | $299 | $1,410 | $1,410 |
| BROADCOM INC | P | 2015-11-05 | 2019-02-27 | $1,901 | $853 | $1,048 | $1,048 |
| CHECK PT SOFTWARE | P | 2013-08-02 | 2019-11-04 | $8,230 | $4,243 | $3,987 | $3,987 |
| CITIGROUP INC | P | 2017-09-21 | 2019-11-15 | $963 | $937 | $26 | $26 |
| CITIGROUP INC | P | 2017-09-21 | 2019-11-18 | $2,011 | $1,946 | $65 | $65 |
| COLGATE-PALMOLIVE | P | 2014-09-17 | 2019-01-15 | $4,284 | $4,506 | -$222 | -$222 |
| COLGATE-PALMOLIVE | P | 2014-09-17 | 2019-02-13 | $1,312 | $1,306 | $6 | $6 |
| DXC TECHNOLOGY | P | 2017-02-03 | 2019-05-29 | $849 | $1,007 | -$158 | -$158 |
| DXC TECHNOLOGY | P | 2017-08-28 | 2019-05-29 | $2,148 | $3,176 | -$1,028 | -$1,028 |
| EDWARDS LIFESCIENCES | P | 2018-08-30 | 2019-11-18 | $1,939 | $1,154 | $785 | $785 |
| ESTEE LAUDER CO | P | 2015-12-09 | 2019-08-19 | $1,607 | $699 | $908 | $908 |
| HARTFORD FINANCIAL | P | 2015-07-31 | 2019-10-22 | $3,158 | $2,617 | $541 | $541 |
| HARTFORD FINANCIAL | P | 2015-07-31 | 2019-10-28 | $1,245 | $1,047 | $198 | $198 |
| HARTFORD FINANCIAL | P | 2016-02-25 | 2019-10-28 | $3,056 | $2,295 | $761 | $761 |
| L3HARRIS TECHNOLOGIES | P | 2016-11-14 | 2019-07-02 | $37 | $24 | $13 | $13 |
| MCCORMICK & CO INC | P | 2015-10-02 | 2019-01-03 | $1,630 | $944 | $686 | $686 |
| MCCORMICK & CO INC | P | 2015-10-02 | 2019-08-23 | $2,427 | $1,179 | $1,248 | $1,248 |
| MCCORMICK & CO INC | P | 2015-10-02 | 2019-11-18 | $1,981 | $944 | $1,037 | $1,037 |
| MEDTRONIC PLC | P | 2015-01-27 | 2019-09-25 | $1,603 | $1,135 | $468 | $468 |
| PACCAR INC | P | 2011-08-01 | 2019-01-15 | $1,068 | $759 | $309 | $309 |
| PACCAR INC | P | 2012-04-12 | 2019-01-15 | $1,365 | $998 | $367 | $367 |
| FSPONSORED ADR | P | 2017-08-28 | 2019-09-12 | $1,597 | $1,603 | -$6 | -$6 |
| FSPONSORED ADR | P | 2017-08-28 | 2019-09-25 | $3,654 | $3,723 | -$69 | -$69 |
| UNITEDHEALTH GROUP INC | P | 2017-12-06 | 2019-09-26 | $5,183 | $5,275 | -$92 | -$92 |
| UNITEDHEALTH GROUP INC | P | 2018-01-18 | 2019-09-26 | $864 | $968 | -$104 | -$104 |
| UNIVERSAL HEALTH SERVICES | P | 2018-01-30 | 2019-02-27 | $1,847 | $1,726 | $121 | $121 |
| UNIVERSAL HEALTH SERVICES | P | 2018-01-30 | 2019-03-13 | $3,721 | $3,453 | $268 | $268 |
| WALT DISNEY CO | P | 2014-04-14 | 2019-11-18 | $148 | $77 | $71 | $71 |
| WALT DISNEY CO | P | 2015-03-03 | 2019-11-18 | $1,918 | $1,373 | $545 | $545 |
| 3M CO | P | 2015-07-02 | 2019-04-30 | $5,418 | $4,503 | $915 | $915 |
| 3M CO | P | 2017-08-11 | 2019-04-30 | $1,682 | $1,860 | -$178 | -$178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,783 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $289,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $279,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $248,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052277 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $266,346 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,266 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $303,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043679 | DistributionYr5Rt |
| Total Distribution | 0.244042 | TotalDistributionRt |
| Average Distribution | 0.048808 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $307,917 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $228 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $192 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN KAISER | IndividualWithBooksNm |
| Phone | 2083456498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R LINDSTROM | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN K KAISER | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | TREASURER | 1.00 | $0 | $0 | $0 |
| STEVE SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | GRANT COORDINATOR | 2.00 | $0 | $0 | $0 |
| KATHY MINTON | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $309,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $312,606 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $312,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $307,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $420 | TotalTaxAmt |
| Distributable Before Adj | $14,976 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,976 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,976 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,844 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,844 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,031 | 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 | $13,945 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR MIKE SMELEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083456498 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS EXIST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S GEOGRAPHICAL FOCUS IS IN THE COMMUNITIES IN WHICH THE DIRECTORS OF THE FOUNDATION RESIDE, SOUTHWESTERN IDAHO, AND THE COUNTIES OF WALLER, TEXAS AND HARRIS, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARBOR CHRISTIAN ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 KRESS STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE GRANT | GrantOrContributionPurposeTxt |
| Amt | $14,608 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,608 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,783 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,612 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING | $2,413 | $3,909 |
| L-3 COMMUNICATIONS HOLDINGS INC. | $5,215 | $8,706 |
| AIRPRODUCT & CHEMICALS | $4,416 | $7,520 |
| ALBEMARLE CORP. | $5,479 | $5,332 |
| ECOLAB INC. | $5,550 | $8,878 |
| CHEVRON CORPORATION | $3,982 | $5,302 |
| SCHLUMBERGER LTD | $3,152 | $3,618 |
| CHURCH & DWIGHT CO | $4,158 | $4,431 |
| CLOROX | $6,936 | $8,598 |
| ESTEE LAUDER COMPANIES | $3,407 | $8,055 |
| MCCORMIK & COMPANY | $4,652 | $7,638 |
| AMGEN | $2,659 | $8,196 |
| BAXTER INTERNATIONAL INC. | $7,432 | $9,784 |
| BECTON DICKINSON | $4,843 | $9,247 |
| EDWARD LIFE SCIENCES CORP | $5,746 | $8,398 |
| HOLOGIC, INC. | $3,149 | $3,289 |
| MEDTRONIC | $5,125 | $7,601 |
| STRYKER | $2,409 | $9,447 |
| TELEFLEX, INC | $4,037 | $5,270 |
| THERMO FISHER SCIENTIFIC, INC | $8,803 | $11,370 |
| DANAHER CORP. | $5,622 | $10,283 |
| AFLAC | $7,759 | $7,776 |
| AMERICAN EXPRESS | $1,673 | $5,353 |
| BANCO DE CHILE | $970 | $819 |
| CITIGROUP INC | $5,332 | $6,551 |
| HDFC BANK | $1,635 | $6,210 |
| US BANCORP | $4,899 | $7,293 |
| MASCO CORP. | $4,288 | $8,494 |
| MOHAWK INDUSTRIES | $5,666 | $4,773 |
| CUMMINS | $6,285 | $8,411 |
| DEERE & CO | $4,143 | $4,678 |
| FORTIVE CORPORATION | $7,530 | $8,021 |
| WALT DISNEY CO. | $5,759 | $7,810 |
| BROADCOM LTD | $3,456 | $7,901 |
| FORTINET INC | $4,682 | $5,445 |
| INTUIT INC | $4,991 | $5,762 |
| MICROSOFT | $5,068 | $6,308 |
| PALO ALTO NETWORKS, INC. | $2,123 | $2,081 |
| ROPER TECHNOLOGIES | $5,231 | $6,730 |
| SALESFORCE | $4,826 | $9,758 |
| SQUARE INC | $4,225 | $4,129 |
| TEXAS INSTRUMENTS, INC | $3,245 | $3,336 |
| ZSCALER INC | $1,418 | $1,488 |
| FISERV INC | $6,749 | $10,407 |
| FEDEX | $4,275 | $6,502 |
| UNION PACIFIC | $1,557 | $7,955 |
| REPUBLIC SERVICE | $3,529 | $12,638 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,017 | Amt |
| Net Investment Income | $2,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $137 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $104 | Amt |
| Net Investment Income | $99 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
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