BEWS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEWS FOUNDATION (EIN 81-2200028)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-14
- IRS object ID
- 201942269349100904
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T16:06:19-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820476132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIPLEY DOORN & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 837091676 | 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 | 812200028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEWS | BusinessNameControlTxt |
| Phone | 2087314740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GREEN ACRES DRIVE | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 833013319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D BRAGA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2087314740 | PhoneNum |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORY SMITH CPA | PreparerPersonNm |
| PTIN | P00183766 | PTIN |
| Phone | 2083750550 | PhoneNum |
| Preparation | 2019-08-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.216.56.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-14 | IPDt |
| IP Tm | 16:06:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BB9EC4A4B94C834E3B24B6BF2DD5A5C39C48306 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CF44BBCE0D3ABEEF1A32D1C411F78C04B9FFB77 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,822,370 | 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 | $17,011,505 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,019 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,019 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,239 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,239 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $922,829 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,994,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,258 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,258 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,863 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,982 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,881 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,499 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,645 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,854 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $49,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,324 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $385 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,795,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,258 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $104,696 | CashEOYAmt |
| Cash EOYFMV | $104,696 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $902,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $902,704 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $80,721 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $80,721 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $80,721 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations EOY | $377,298 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $376,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $1,040,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $992,640 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,092,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,095,989 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $13,269,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,269,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $16,868,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,822,370 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $73,101 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $73,101 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $16,795,481 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,795,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,868,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $16,795,481 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,795,481 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,795,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4574 N TEN MILE RD, MERIDIAN ID | D | 2009-01-01 | 2018-08-01 | $890,000 | $946,609 | -$56,609 | -$56,609 |
| GAIN ON INSTALLMENT SALE | D | $10,688 | $10,688 | $10,688 | |||
| FORFEITED EARNEST MONEY | P | 2018-02-06 | 2018-02-06 | $10,000 | $10,000 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,000 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEWSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN BERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083750550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 SOUTH ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL W SULLIVAN | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $3,300 | $0 | $0 |
| LARRY D BRAGA | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 4.00 | $40,803 | $0 | $0 |
| BRENDA H QUICK | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $14,108 | $0 | $0 |
| DEREK PICA | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $18,110 | $0 | $0 |
| LOIS K FLETCHER | ||||||||
| 750 GREEN ACRES DRIVE | TWIN FALLS | ID | 83301 | TRUSTEE | 2.00 | $15,870 | $0 | $0 |
| JOHN BERG | ||||||||
| 1140 SOUTH ALLANTE AVE | BOISE | ID | 83709 | TRUSTEE | 2.00 | $15,672 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $185,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,294,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,888,742 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,369,303 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,369,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,273,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,688 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $313,688 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,688 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,764 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,764 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $27,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,688 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $27,764 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,764 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $285,924 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEREK PICA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 S ALLANTE AVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2083364144 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT DEREK PICA AT 208-336-4144 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT DEREK PICA AT 208-336-4144 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT DEREK PICA AT 208-336-4144 | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,019 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$23,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$16,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$16,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BEWS MRTL TR 06262014 | |||||||
| 1 | 888 W BROAD ST | BOISE | ID | 83702 | $5,495,909 | Yes (X) | Yes (X) |
| BEWS SURVIVORS TRUST | |||||||
| 2 | 750 GREEN ACRES DR | TWIN FALLS | ID | 83301 | $11,372,577 | Yes (X) | Yes (X) |
| BEWS FAM TR 062614 | |||||||
| 3 | 888 W BROAD ST | BOISE | ID | 83702 | $143,019 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PRIMELAND INVESTMENT GROUP, LLC | $5,495,110 | 2018-04-11 |
| 2 | NOTE RECEIVABLE | $8,734 | 2018-11-01 |
| 2 | MERCATO CENTER, LLC | $7,538,971 | 2018-10-31 |
| 2 | BEWS APPLE PIE, LLC | $808,360 | 2018-10-31 |
| 2 | RNTL 12080 W HUBBARD RD KUNA, ID | $205,000 | 2018-12-18 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BUCKINGHAM BONDS | BondNm |
| EOY Book Value | $1,092,802 | EOYBookValueAmt |
| EOYFMV | $1,095,989 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BUCKINGHAM STOCK | StockNm |
| EOY Book Value | $1,040,791 | EOYBookValueAmt |
| EOYFMV | $992,640 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $377,298 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $376,050 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIMELAND INVESTMENT GROUP, LLC | FMV | $4,922,240 | $4,922,240 |
| MERCATO CENTER, LLC | FMV | $7,538,971 | $7,538,971 |
| BEWS APPLE PIE, LLC | FMV | $808,359 | $808,359 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $5,499 | LegalFeesAmt |
| Net Investment Income | $3,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,854 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $24 | $24 | |
| DUES & SUBSCRIPTIONS | $750 | $750 | |
| OFFICE SUPPLIES | $6 | $6 | |
| ESCROW FEES | $10 | $10 | |
| WEBSITE | $228 | $228 | |
| TRAINING | $398 | $398 | |
| INVESTMENT FEES | $863 | $863 | |
| INSURANCE EXPENSE | $750 | $750 | |
| OTHER FEES | $290 | $290 | |
| INVESTMENT EXPENSES | $32,169 | $32,169 | |
| MEALS AND ENTERTAINMENT | $518 | $518 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOTE RECEIVABLE - STAGE COACH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $250,000 | LoanOriginalAmt |
| Balance Due | $80,721 | BalanceDueAmt |
| Note | 2011-04 | NoteDt |
| Loan Maturity | 2021-04 | LoanMaturityDt |
| Repayment Terms | MONTHLY INSTALLMENTS 1,439 | RepaymentTermsTxt |
| Interest | 0.0600 | InterestRt |
| Security Provided Borrower | 4802 EMERALD ST., BOISE, ID | SecurityProvidedBorrowerTxt |
| Loan Purpose | PURCHASE OF REAL ESTATE | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING EXPENSES | CategoryTxt |
| Amt | $425 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BEWS MRTL TRUST 06262014 | |||
| 888 W BROAD ST | BOISE | ID | 83702 |
| BEWS SURVIVORS TRUST | |||
| 750 GREEN ACRES DR | TWIN FALLS | ID | 83301 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRIMELAND INVT GROUP- PROP. TAX | $49,191 | $49,191 |
| FOREIGN TAXES | $133 | $133 |