HOLLAND M WARE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLLAND M WARE CHARITABLE FOUNDATION (EIN 59-3666403)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349102819
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T17:36:34-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841369227 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE MORRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 WEST BANNOCK SUITE 1050 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593666403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND M WARE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLL | BusinessNameControlTxt |
| Phone | 2083442666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2797 W SUGARBERRY DRIVE | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA THUESON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2084840454 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J YEARGAIN | PreparerPersonNm |
| PTIN | P00041071 | PTIN |
| Phone | 2083442666 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $375,309,303 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,247,587 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,085,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,085,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,122,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,578,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,122,538 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,799,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,799,684 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,303,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,055,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $240,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $176,646 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $176,646 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $108,505 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $928,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $928,086 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,312,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,312,592 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,765,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,765,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,432,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,432,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,198,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,765,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,432,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,894,787 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,289,928 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,396,385 | CashBOYAmt |
| Cash EOY | $21,025,119 | CashEOYAmt |
| Cash EOYFMV | $21,025,119 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $199,956,376 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $200,239,897 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $199,956,376 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $354,284,184 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $216,636,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,981,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,309,303 | 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 | $216,636,282 | RetainedEarningBOYAmt |
| Retained Earning EOY | $220,981,495 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,636,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,981,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,636,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $220,981,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,636,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,894,787 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,240,000 | OtherIncreasesAmt |
| Subtotal | $220,981,495 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $220,981,495 | 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 |
|---|---|---|---|---|---|---|---|
| UBS #15816 | P | 2019-12-11 | 2024-12-31 | $26,397,974 | $20,949,851 | $5,448,123 | $5,448,123 |
| QUARRY INCOME | D | 2017-01-01 | 2024-12-31 | $780,787 | $38,835 | $741,952 | $741,952 |
| TIMBER SALES | D | 2016-01-01 | 2024-12-31 | $8,186,869 | $7,467,300 | $719,569 | $719,569 |
| UBS | P | 2019-12-11 | 2024-12-31 | $544,317 | $544,317 | $544,317 | |
| CAPITAL GAINS DIVIDENDS | P | $668,577 | $668,577 | $668,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,122,538 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $262,688 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $362,688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $289,158 | OverpaymentAmt |
| Applied To ES Tax | $289,158 | 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 | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2083442666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2797 W SUGARBERRY DRIVE | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRENDA THUESON | ||||||||
| 2797 W SUGARBERRY DRIVE | EAGLE | ID | 83616 | TRUSTEE | 55.00 | $240,000 | $0 | $0 |
| ED BODILY | ||||||||
| 2797 W SUGARBERRY DRIVE | EAGLE | ID | 83616 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILLIAMS FOREST CHEM | |||||
| 1324 11TH AVE | COLUMBUS | GA | 31901 | FORESTRY | $533,299 |
| UBS | |||||
| 1161 WEST RIVER STREET | BOISE | ID | 83702 | INVESTMENT | $529,707 |
| J&M FORESTRY AND GRADING INC | |||||
| 542 VERIBEST ROAD | LEXINGTON | GA | 30648 | FORESTRY | $460,181 |
| HB TUTEN JR LOGGING INC | |||||
| 3947 FOLEY CUT OFF RD | PERRY | FL | 32348 | FORESTRY | $376,137 |
| MCGHEES CLEARING & GRADING | |||||
| 1124 CORINTH RD | HOGANSVILLE | GA | 30230 | FORESTRY | $267,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 12 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROMOTES THE PREVENTION OF CRUELTY, ASSISTS COMMUNITIES IN THE CARE OF THE NEEDY, AND ASSISTS LOCAL LAW ENFORCEMENT AGENCIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | THE FOUNDATION PROMOTES THE CONSERVATION OF LAND THROUGH PRESERVING LAND IN ITS NATURAL STATE. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | THE FOUNDATION PROMOTES THE ADVANCEMENT OF PREVENTION, DIAGNOSIS AND TREATMENT OF HUMAN DISEASE BY SUPPORTING MEDICAL CLINICS, FACILITIES AND ORGANIZATIONS. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $96,620,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,605,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,293,299 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $366,519,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $366,519,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,497,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $361,021,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,051,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,051,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,530 | TotalTaxAmt |
| Distributable Before Adj | $17,977,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,977,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,977,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,432,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,432,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,977,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $13,551,584 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $13,551,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,432,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,977,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,454,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,006,328 | 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 | $51,006,328 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,551,584 | ExcessFromYear3Amt |
| Excess From Current Year | $37,454,744 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1ST QUARTER FOUNDATION | ||||||
| 337 LA VALLE STRADA | POCATELLO | ID | 83201 | POF | GENERAL OPERATIONS | $10,000 |
| 1318 LAND TRUST INC | ||||||
| BLDG 1 STE 200 4200 NORTHSIDE PKWAY | ATLANTA | GA | 30327 | PC | CONSERVATION AND PROTECTION OF GRANITE DEPOSIT AND NATURAL RESOURCES. | $53,240,000 |
| ABOR DAY FOUNDATION | ||||||
| PO BOX 80208 | LINCOLN | NE | 68501 | PC | GENERAL OPERATIONS | $250,000 |
| ADA COUNTY SHERIFFS EMP ASSOC | ||||||
| PO BOX 45009 | BOISE | ID | 83711 | PC | GENERAL OPERATIONS | $10,000 |
| ADA COUNTY VICTIM SERVICES CENTER | ||||||
| 417 S 6TH STREET | BOISE | ID | 83702 | GOV | SHELTER/FOOD/MEDICAL | $20,000 |
| ANIMAL HEALTH CLINIC | ||||||
| 311 OLD MORGAN ST | LAGRANGE | GA | 30241 | NC | ANIMAL RESCUE | $625 |
| AUBURN UNIVERSITY SMALL ANIMAL HOSPITAL | ||||||
| 1220 WIRE RD | AUBURN UNIVERSITY | AL | 36849 | GOV | ANIMAL RESCUE | $51,746 |
| BENCH ANIMAL HOSPITAL | ||||||
| 5402 W FRANKLIN ST | BOISE | ID | 83705 | NC | ANIMAL RESCUE | $500 |
| BLUE RIBBON MEMORIALS LLC | ||||||
| 1031 RIVER RD | ELBERTON | GA | 30635 | NC | GENERAL OPERATIONS | $584 |
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PC | GENERAL OPERATIONS | $250,000 |
| BOISE STATE ATHLETIC ASSOCIATION | ||||||
| 1464 W UNIVERSITY DR | BOISE | ID | 83706 | POF | BRONCOBOLD MENTAL HEALTH AWARENESS | $147,612 |
| BUILDING HOPE TODAY | ||||||
| 802 W BANNOCK ST STE 206 | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $31,200 |
| CAMP GRACE | ||||||
| 2995 WALKERS CHAPEL ROAD | ROBERTA | GA | 31078 | PC | GENERAL OPERATIONS | $15,000 |
| CAMP RAINBOW GOLD | ||||||
| 1120 S FIVE MILE RD | BOISE | ID | 83709 | PC | GENERAL OPERATIONS | $160,000 |
| CASCADE ACADEMY | ||||||
| 19860 TUMALO RESERVOIR RD | BEND | OR | 97703 | PC | GENERAL OPERATIONS | $100,000 |
| CATCH | ||||||
| 503 S AMERICANA BLVD | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $10,000 |
| CHESTERFIELD COUNTY ANIMAL SHELTER | ||||||
| PO BOX 148 | CHESTERFIELD | VA | 23832 | GOV | ANIMAL RESCUE | $5,500 |
| CHRISTIAN OUTREACH MULTIMEDIA EVENTS INC (COME) | ||||||
| 20080 LANTERN ST | CALDWELL | ID | 83607 | PC | GENERAL OPERATIONS | $67,000 |
| COCOMADRE | ||||||
| 30 N GOULD ST STE N | SHERIDAN | WY | 82801 | PC | GENERAL OPERATIONS | $20,000 |
| CONNECTION IS THE CURE | ||||||
| 6070 N MOOSE CREEK | MERIDIAN | ID | 83646 | PC | GENERAL OPERATIONS | $5,000 |
| DIAMONDS IN THE RUFF CSRA INC | ||||||
| 3005 LEANING OAK WAY | MARTINEZ | GA | 30907 | PC | ANIMAL RESCUE | $12,000 |
| DREAMHAVEN RANCH | ||||||
| 14540 ANGEL LANE | BAKER CITY | OR | 97814 | PC | GENERAL OPERATIONS | $15,000 |
| EAGLE ANIMAL CLINIC | ||||||
| 435 S EAGLE ROAD 115 | EAGLE | ID | 83616 | NC | EMERGENCY ANIMAL CARE | $7,500 |
| EDUCATION FOUNDATION OF WEST ADA SCHOOL DISTRICT | ||||||
| 1303 E CENTRAL DR | MERIDIAN | ID | 83642 | GOV | GENERAL OPERATIONS | $50,000 |
| ELEVATION OF 5 C'S OF PROPHET INC | ||||||
| 3331 MALATCHE DR | COLUMBUS | GA | 31907 | PC | EDUCATION | $20,540 |
| FIRENUGGETS INC | ||||||
| PO BOX 3156 | WALNUT CREEK | CA | 34598 | PC | GENERAL OPERATIONS | $10,000 |
| FIRST RESPONDER'S HEALTH INSTITUTE | ||||||
| PO BOX 44828 | BOISE | ID | 83711 | PC | GENERAL OPERATIONS | $275,000 |
| FORGOTTEN NOW FAMILY RESCUE | ||||||
| 19905 CATAMARAN CT | CORNELIUS | NC | 28031 | PC | GENERAL OPERATIONS | $1,100 |
| FOSTER AND HEART | ||||||
| PO BOX 8656 | BOISE | ID | 83707 | PC | GENERAL OPERATIONS | $16,885 |
| FRANCIS BURNS UMC SUMMER BREAK CAFE | ||||||
| 5616 FARROW RD | COMUMBIA | SC | 29203 | PC | GENERAL OPERATIONS | $10,000 |
| GARDEN CITY COMMUNITY CATS PROJECT | ||||||
| 9169 W STATE ST 1535 | GARDEN CITY | ID | 83714 | PC | GENERAL OPERATIONS | $6,000 |
| GENESIS CLINIC COMMUNITY HEALTH | ||||||
| 215 W 35TH ST | GARDEN CITY | ID | 83714 | PC | MEDICAL RESCUE | $30,000 |
| HAND IN HAND MENTORING | ||||||
| PO BOX 1715 | EAGLE | ID | 83616 | PC | GENERAL OPERATIONS | $1,250 |
| HELP HOPE LIVE | ||||||
| 2 RADNOR CORPORATE CTR STE 100 | RADNOR | PA | 19087 | PC | GENERAL OPERATIONS | $2,750 |
| HOOPS 4 KIDS IDAHO | ||||||
| 1455 S COUNTRY TERRACE WAY | MERIDIAN | ID | 83642 | PC | GENERAL OPERATIONS | $90,000 |
| HUMANITY CORPS | ||||||
| POBOX 1596 | MERIDIAN | ID | 83680 | PC | SCHOLARSHIPS | $15,000 |
| IDAHO ANIMAL RESCUE NETWORK | ||||||
| 2021 RIPON AVE | LEWISTON | ID | 83501 | PC | ANIMAL RESCUE | $4,000 |
| IDAHO COMMUNITY OUTREACH BEHAVIORAL SERVICES | ||||||
| 8601 W EMERALD ST | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $37,350 |
| IDAHO DEPARTMENT OF HEALTH AND WELFARE | ||||||
| 1720 WESTGATE DR | BOISE | ID | 83704 | GOV | GENERAL OPERATIONS | $30,000 |
| IRON P HOMESTEAD ZOO | ||||||
| 684 HIGHTOWER RD | HOGANSVILLE | GA | 30230 | PC | GENERAL OPERATIONS | $61,835 |
| JERRY COOK | ||||||
| 10532 122ND AVE N | LARGO | FL | 33773 | I | SHELTER/FOOD/MEDICAL | $2,500 |
| LAGRANGE POLICE DEPARTMENT | ||||||
| 200 RIDLEY AVE | LAGRANGE | GA | 30240 | GOV | ANIMAL PROTECTION | $75,223 |
| LIFE'S KITCHEN | ||||||
| 1025 S CAPITOL BLVD | BOISE | ID | 83706 | PC | GENERAL OPERATIONS | $20,000 |
| LME ROBOTICS INC | ||||||
| 3918 N GREENWICH WAY | MERIDIAN | ID | 83646 | PF | GENERAL OPERATIONS | $5,000 |
| MADISON OGLETHORPE ANIMAL SHELTER | ||||||
| PO BOX 453 | DANIELSVILLE | GA | 30633 | GOV | ANIMAL RESCUE | $10,000 |
| MERIWETHER COUNTY ANIMAL SHELTER | ||||||
| 263 MCLAUGHLIN ROAD | GREENVILLE | GA | 30222 | GOV | ANIMAL RESCUE | $40,000 |
| NORTH COWETA HUMANE SOCIETY | ||||||
| 12 THE CRESCENT | NEWNAN | GA | 30263 | PC | ANIMAL RESCUE | $15,000 |
| OLD FELLAS RESCUE | ||||||
| PO BOX 1437 | WAYNESBORO | GA | 30830 | PC | ANIMAL RESCUE | $28,000 |
| PUPPY PIPELINE RESCUE OF GEORGIA | ||||||
| 410 NEWBURGH COURT | ROSWELL | GA | 30075 | PC | ANIMAL RESCUE | $20,668 |
| PUTTS FOR PATRIOTS | ||||||
| 3866 E MURCHISON ST | MERIDIAN | ID | 83642 | PC | GENERAL OPERATIONS | $25,000 |
| SYRINGA HOSPITAL FOUNDATION | ||||||
| 607 W MAIN ST | GRANGEVILLE | ID | 83530 | POF | GENERAL OPERATIONS | $27,200 |
| THE CLOSET | ||||||
| 10338 W FAIRVIEW AVE | BOISE | ID | 83704 | PC | GENERAL OPERATIONS | $26,000 |
| THE REFUGE UTAH | ||||||
| 1433 E 840 N | OREM | UT | 84097 | PC | ANIMAL RESCUE | $1,500 |
| UNIVERSITY OF UTAH | ||||||
| 201 PRESIDENTS CIRCLE ROOM 201 | SALT LAKE CITY | UT | 84112 | GOV | GENERAL OPERATIONS | $7,500 |
| WEST GA TECH COLLEGE FOUNDATION | ||||||
| 401 ADAMSON SQUARE | CARROLLTON | GA | 30117 | POF | SCHOLARSHIPS | $17,436 |
| WOMEN'S & CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PC | GENERAL OPERATIONS | $20,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,432,302 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,085,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,934 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,122,538 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTING LEASES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,799,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,055,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,055,757 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND WARE ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2797 W SUGARBERRY DRIVE | AddressLine1Txt |
| City | EAGLE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,247,587 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF COMMON STOCK FROM VARIOUS PUBLICLY TRADED COMPANIES. | NoncashPropertyDesc |
| Fair Market Value | $1,247,587 | FairMarketValueAmt |
| Received | 2024-03-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $108,505 | Amt |
| Net Investment Income | $108,505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $176,646 | LegalFeesAmt |
| Net Investment Income | $176,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $263 | $263 | $0 |
| INSURANCE | $76,946 | $76,946 | $0 |
| OFFICE SUPPLIES | $17,148 | $17,148 | $0 |
| PROPERTY MANAGEMENT | $910,242 | $910,242 | $0 |
| TRAVEL | $11,502 | $11,502 | $0 |
| IRC 194(A) AMORTIZATION EXPENSE | $2,766,784 | $2,766,784 | $0 |
| INVESTMENT EXPENSES | $529,707 | $529,707 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HUNTING LEASES | Desc |
| Revenue And Expenses Per Books | $1,799,684 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,799,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,799,684 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON 2024 QUALIFYING DISTRIBUTIONS | Desc |
| Amt | $53,240,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $838,739 | $838,739 | $0 |
| TIMBER TAX | $75,228 | $75,228 | $0 |
| PAYROLL TAXES | $13,943 | $13,943 | $0 |
| FOREIGN TAXES | $176 | $176 | $0 |
Comments