POWER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- POWER FOUNDATION INC (EIN 46-4327757)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349100004
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T02:49:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WEST MAIN STREET SUITE 1400 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837027717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464327757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 2087883456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2041 SOUTH COBALT POINT WAY | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES KEMP | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2087883456 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN EADS | PreparerPersonNm |
| PTIN | P00653966 | PTIN |
| Phone | 2083429361 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.24.120.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 15:57:39 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E8A6128CB300F3677CFB775E5BAAE2A1650364B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $2,995,319 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $92,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,251 | 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 |
| Legal Fees Rev And Expnss | $694 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $694 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,226 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $968 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,258 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,167 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,411 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,648 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,648 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,011 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,859 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,382 | CashBOYAmt |
| Cash EOY | $126,435 | CashEOYAmt |
| Cash EOYFMV | $126,435 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,927,125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,846,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,034,815 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $902,093 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $902,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $834,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,926,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,875,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,995,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,926,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,875,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,926,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,875,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,926,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,875,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,926,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,875,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,875,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SOUTH JERSEY INDS INC | P | 2017-12-20 | 2018-07-27 | $24,517 | $22,637 | $1,880 | $1,880 |
| SOUTH JERSEY INDS INC | P | 2016-06-06 | 2018-07-27 | $64,601 | $56,024 | $8,577 | $8,577 |
| SOUTH JERSEY INDS INC | P | 2016-07-05 | 2018-07-27 | $537 | $505 | $32 | $32 |
| SOUTH JERSEY INDS INC | P | 2016-10-04 | 2018-07-27 | $590 | $509 | $81 | $81 |
| SOUTH JERSEY INDS INC | P | 2016-12-29 | 2018-07-27 | $529 | $530 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,167,489 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044669 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,986,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040225 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,547,564 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,524,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011097 | DistributionYr4Rt |
| Total Distribution | 0.138727 | TotalDistributionRt |
| Average Distribution | 0.034682 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,166,440 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,407 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,011 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $677 | 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 | MICHAEL HANSEN | IndividualWithBooksNm |
| Phone | 2087883456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1066 | AddressLine1Txt |
| City | HAILEY | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833331066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRET MOFFETT | ||||||||
| 2401 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | VP & CHAIRMAN | 1.00 | $0 | $0 | $0 |
| CHARLES KEMP | ||||||||
| 1583 WEST COVENANT HILL CT | EAGLE | ID | 83616 | TREASURER | 1.00 | $0 | $0 | $0 |
| GERARD MURRAY | ||||||||
| 2756 SOUTH KNAPP AVENUE | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREG REED | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HAYNES | ||||||||
| 5317 MANCHESTER CT | STEVENS POINT | WI | 54482 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN KUMM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KACEY MCEWAN | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICE NORDSTROM | ||||||||
| 2041 SOUTH COBALT POINT WAY | MERIDIAN | ID | 83642 | CORPORATE SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,178,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,214,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,214,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,166,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $157,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $157,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $157,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,011 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,011 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,011 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,720 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,011 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,291 | 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 | $144,854 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN SCIENCE EDUCATION FOUNDATION | |||||||
| 704 W GIBSON | AUSTIN | TX | 78704 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| BANANAS ROBOTICS TREASURE VALLEY HOMESCHOOL SCIENCE OLYMPIAD TEAM | |||||||
| 5892 W WALTON POND DRIVE | EAGLE | ID | 83616 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| BANANAS ROBOTICS INC | |||||||
| 5892 W WALTON POND DRIVE | EAGLE | ID | 83616 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| BIDDEFORD EDUCATION FOUNDATION | |||||||
| 18 MAPLEWOOD AVENUE | BIDDEFORD | ME | 04005 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| BLAINE COUNTY EDUCATION FOUNDATION | |||||||
| PO BOX 253 | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,575 |
| BLAINE COUNTY SCHOOL DISTRICT 61 | |||||||
| PO BOX 253 | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| BOISE PUBLIC SCHOOLS EDUCATION FOUNDATION INC | |||||||
| 8169 W VICTORY ROAD | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,700 |
| BOYS & GIRLS CLUB OF WEBER-DAVIS | |||||||
| 2302 SOUTH WASHINGTON SUITE 200 | OGDEN | UT | 84401 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| CENTRAL ACADEMY EDUCATIONAL FOUNDATION FOR JOINT SCHOOL DISTRICT NO 2 | |||||||
| 6055 N LOCUST GROVE | MERIDIAN | ID | 83646 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| COLUMBIA HIGH SCHOOL | |||||||
| 301 SOUTH HAPPY VALLEY ROAD | NAMPA | ID | 83687 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| CONNECTICUT SCIENCE & ENGINEERING FAIR | |||||||
| 36 LAUREL WOOD DRIVE | DEEP RIVER | CT | 06417 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| COUNTY OF GOODING SCHOOL DISTRICT #231 | |||||||
| 507 IDAHO STREET | GOODING | ID | 83330 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| DISCOVERY ELEMENTARY SCHOOL PTO | |||||||
| 500 DISCOVERY PATH LANE | ST CHARLES | MO | 63301 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $428 |
| EDUCATION FOUNDATION FOR JOINT SCHOOL DISTRICT NO 2 | |||||||
| PO BOX 627 | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,250 |
| EDUCATION FOUNDATION OF THE WEST ADA SCHOOL DISTRICT | |||||||
| PO BOX 627 | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,025 |
| EMPOWERMENT CHURCH OF GOD IN CHRIST | |||||||
| 395 CHURCH STREET | LAKE HELEN | FL | 32744 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| ENVIRONMENTAL LEARNING FOR KIDS | |||||||
| PO BOX 21679 | DENVER | CO | 80221 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| FRIENDS OF SATURDAY ACADEMY | |||||||
| 5000 N WILLIAMETTE BLVD | PORTLAND | OR | 97203 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| GIRL SCOUTS OF SILVER SAGE COUNCIL INC | |||||||
| 8948 W BARNES ST | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,500 |
| GLORIA GREAT BASIN | |||||||
| 2617 CASTRO WAY | SACRAMENTO | CA | 95818 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| GOODING ELEMENTARY SCHOOL | |||||||
| 1045 7TH AVENUE WEST | GOODING | ID | 83330 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $700 |
| HOMEDALE MIDDLE SCHOOL | |||||||
| 3437 JOHNSTONE ROAD | HOMEDALE | ID | 83628 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| I HAVE A DREAM FOUNDATION - IDAHO | |||||||
| PO BOX 4282 | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| IDAHO SOCIETY OF PROFESSIONAL ENGINEERS FOUNDATION INC | |||||||
| PO BOX 170239 | BOISE | ID | 83717 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $300 |
| IDAHO STATE UNIVERSITY FOUNDATION INC | |||||||
| 921 SOUTH 8TH AVENUE 8065 | POCATELLO | ID | 83209 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| IDAHO STEM ACTION CENTER FOUNDATION | |||||||
| 802 W BANNOCK STREET SUITE 900 | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,500 |
| ISD #719 PRIOR LAKE SAVAGE AREA SCHOOLS JEFFERS POND ELEMENTARY | |||||||
| 14800 JEFFERS PASS NW | PRIOR LAKE | MN | 55372 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| JEFFREY CLARK SCHOOL | |||||||
| 7 QUAKER ROAD | MICKLETON | NJ | 08056 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,290 |
| KENTUCKY ORGANIZATION OF PROFESSIONAL ARCHAEOLOGISTS INC | |||||||
| 535 DUNN STORE ROAD | MORGANTOWN | KY | 42261 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| LAKE HAZEL ELEMENTARY SCHOOL | |||||||
| 11711 LAKE HAZEL ROAD | BOISE | ID | 83709 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $400 |
| LEWISTON INDEPENDENT FOUNDATION FOR EDUCATION | |||||||
| 3429 12TH STREET | LEWISTON | ID | 83501 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,100 |
| MICHIGAN TECHNOLOGICAL UNIVERSITY MICHIGAN TECH FUND | |||||||
| 1400 TOWNSEND DR | HOUGHTON | MI | 49931 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $500 |
| OPEN LAB IDAHO | |||||||
| 3145 S EL RIO DRIVE | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| PASTOR OF ST CHARLES CATHOLIC PARISH | |||||||
| 929 18TH STREET | SAN DIEGO | CA | 92154 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| ROCK CREEK ELEMENTARY SCHOOL | |||||||
| 8970 MEXICO ROAD | OFALLON | MO | 63366 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $2,005 |
| ST MICHAEL THE ARCHANGEL CATHOLIC HIGH SCHOOL | |||||||
| 2901 NW LEES SUMMIT ROAD | LEES SUMMIT | MO | 64064 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| SUN VALLEY CENTER FOR THE ARTS INC | |||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,500 |
| THE MAGIC HOUSE | |||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| UNIVERSITY OF IDAHO FOUNDATION | |||||||
| 875 PERIMETER DRIVE MS 1011 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $20,425 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $5,000 |
| US FOUNDATION FOR THE INSPIRATION & RECOGNITION SCIENCE & TECHNOLOGY TALON | |||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| WASHINGTON FIRST ROBOTICS | |||||||
| 21238 68TH AVENUE SOUTH | KENT | WA | 98032 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| WEST ADA SCHOOL DISTRICT | |||||||
| 920 W KODIAK DRIVE | MERIDIAN | ID | 83642 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,000 |
| WOOD RIVER COMMUNITY YMCA | |||||||
| PO BOX 6801 | KETCHUM | ID | 83340 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $3,000 |
| WOOD RIVER HIGH SCHOOL | |||||||
| 1250 FOX ACRE ROAD | HAILEY | ID | 83333 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $400 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF BOISE | |||||||
| 1177 W STATE STREET | BOISE | ID | 83702 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $20,000 |
| INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC | |||||||
| 875 PERIMETER DRIVE MS 1023 | MOSCOW | ID | 83844 | NONE | PC | CHARITABLE AND/OR EDUCATIONAL PURPOSES | $1,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,648 | 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 | $81,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,251 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,226 | Amt |
| Net Investment Income | $968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,258 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $79,132 | $81,385 |
| ACCENTURE PLC IRELAND | $22,540 | $20,869 |
| AMERICAN TOWER CORP REIT | $79,346 | $109,283 |
| AMERISOURCE BERGEN CORP | $79,070 | $73,231 |
| ANALOG DEVICES INC | $56,815 | $84,469 |
| AT&T INC | $80,697 | $58,771 |
| AUTOMATIC DATA PROCESSING | $57,016 | $85,114 |
| BLACKROCK INC | $79,403 | $78,511 |
| COLGATE-PALMOLIVE CO | $79,199 | $64,975 |
| COSTCO WHOLESALE CORP | $78,921 | $100,042 |
| ECOLAB INC | $79,076 | $94,486 |
| EVERSOURCE ENERGY | $56,877 | $66,026 |
| EXXON MOBILE | $79,509 | $62,028 |
| J.M. SMUCKER CORP | $79,214 | $57,291 |
| JOHNSON & JOHNSON | $79,367 | $83,842 |
| LOWES COMPANIES | $79,082 | $89,856 |
| MICROSOFT CORP | $79,326 | $136,970 |
| NIKE INC | $78,954 | $102,959 |
| PEPSICO INCORPORATED | $79,339 | $81,941 |
| STRYKER CORP | $79,133 | $100,634 |
| TJX COS INC | $78,968 | $93,143 |
| UNITED PARCEL SERVICE | $79,375 | $71,929 |
| UNITED TECHNOLOGIES CORP | $79,335 | $78,575 |
| WEC ENERGY GROUP | $56,840 | $64,254 |
| CISCO SYSTEMS INC | $22,643 | $25,348 |
| FACTSET RESEARCH SYSTEMS INC | $22,575 | $23,015 |
| NEXTERA ENERGY INC | $22,598 | $25,551 |
| TEXAS INSTRUMENTS INC | $22,570 | $20,317 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUTNAM ABSOLUTE RETURN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $902,093 | BookValueAmt |
| EOYFMV | $834,069 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $694 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $694 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $33,578 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,167 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,411 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $257 | Amt |
| Net Investment Income | $257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |