THE SMELEK FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SMELEK FAMILY FOUNDATION INC (EIN 82-0524659)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-25
- IRS object ID
- 201731459349100608
- Schema version
- 2016v3.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-25T12:11:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 CANDACE P 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 | PO BOX 371 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXIS BAEYEN | PersonNm |
| Person Title | SIGNING OFFICER | PersonTitleTxt |
| Phone | 2083456498 | PhoneNum |
| Signature | 2017-05-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXIS BAEYEN | PreparerPersonNm |
| PTIN | P01647867 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2017-05-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.116.169.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-22 | IPDt |
| IP Tm | 10:35:23 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92A010263B7A9984F81528030DBF7FD808C4C17E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F65EF076F577F8FF8F655346296AF78F8A609551 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,357 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,093 | 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 | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,517 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $133 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,384 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,691 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,640 | CashBOYAmt |
| Cash EOY | $1,653 | CashEOYAmt |
| Cash EOYFMV | $1,653 | CashEOYFMVAmt |
| Corporate Stock BOY | $214,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $199,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $250,704 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $216,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $200,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,357 | 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 | $216,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $200,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $200,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $200,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,326 | OtherIncreasesAmt |
| Subtotal | $200,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $200,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS | P | 2016-01-27 | $1,680 | $1,911 | -$231 | -$231 |
| VANGUARD FTSE DEVELOPED MARKETS | P | 2016-01-27 | $3,222 | $3,776 | -$554 | -$554 |
| WESTPAC BANKING | P | 2016-02-25 | $4,601 | $5,853 | -$1,252 | -$1,252 |
| EMBRAER | P | 2016-05-06 | $1,917 | $2,905 | -$988 | -$988 |
| EMBRAER | P | 2016-05-06 | $2,248 | $3,014 | -$766 | -$766 |
| COGNIZANT TECHNOLOGY | P | 2016-09-30 | $1,394 | $1,863 | -$469 | -$469 |
| COGNIZANT TECHNOLOGY | P | 2016-09-30 | $2,230 | $2,983 | -$753 | -$753 |
| VERSUM MATERIALS INC | P | 2016-10-04 | $464 | $481 | -$17 | -$17 |
| VERSUM MATERIALS INC | P | 2016-10-04 | $171 | $173 | -$2 | -$2 |
| BANCO DE CHILE | P | 2016-11-14 | $3,430 | $4,322 | -$892 | -$892 |
| BANCO DE CHILE | P | 2016-11-14 | $1,249 | $1,604 | -$355 | -$355 |
| BANCO DE CHILE | P | 2016-11-14 | $2,322 | $2,280 | $42 | $42 |
| HARTFORD FINANCIAL SERVICES GROUP, INC | P | 2016-11-21 | $1,977 | $1,999 | -$22 | -$22 |
| HDFC BANK | P | 2016-11-21 | $1,989 | $1,068 | $921 | $921 |
| UNION PACIFIC | P | 2016-11-21 | $2,008 | $610 | $1,398 | $1,398 |
| MOHAWK INDUSTRIES | P | 2016-11-21 | $1,987 | $2,029 | -$42 | -$42 |
| BALL | P | 2016-11-21 | $1,966 | $588 | $1,378 | $1,378 |
| APACHE | P | 2016-11-21 | $1,503 | $1,942 | -$439 | -$439 |
| BLADEX | P | 2016-11-22 | $1,283 | $1,006 | $277 | $277 |
| TENARIS | P | 2016-11-01 | $1,298 | $2,179 | -$881 | -$881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $266,346 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057666 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $303,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $280,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,916 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $264,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $280,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040966 | DistributionYr5Rt |
| Total Distribution | 0.239467 | TotalDistributionRt |
| Average Distribution | 0.047893 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $248,005 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,878 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,965 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $779 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $779 | TotalPaymentsAndCreditsAmt |
| Overpayment | $779 | OverpaymentAmt |
| Applied To ES Tax | $779 | 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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CANDACE P SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL R LINDSTROM | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL J SMELEK | ||||||||
| PO BOX 371 | BOISE | ID | 83706 | VICE 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 |
| 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 | $248,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $251,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $251,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,400 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $12,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,965 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,263 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,263 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $702 | 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 | $11,698 | 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) |
|---|---|---|
| Contributing Manager | CANDACE P SMELEK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS CANDACE P 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROSEHILL CHRISTIAN SCHOOL | |||||||
| 19830 FM 2920 | TOMBALL | TX | 77377 | NONE | PUBLIC | EDUCATIONAL SUPPORT - TO ENHANCE TECHNOLOGY | $2,691 |
| TREASURE VALLEY YMCA | |||||||
| 1050 W STATE ST | BOISE | ID | 83702 | NONE | PUBLIC | TO SUPPORT Y CAMP LODGE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,691 | 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 | $5,093 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,647 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,446 | 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 | $2,650 | Amt |
| Net Investment Income | $2,517 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $133 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING | $3,147 | $6,227 |
| L-3 COMMUNICATIONS HOLDINGS INC. | $5,239 | $5,172 |
| AIRPRODUCT & CHEMICALS | $6,968 | $7,479 |
| ALBEMARLE CORP. | $3,862 | $4,390 |
| ECOLAB INC. | $5,550 | $5,392 |
| APACHE | $6,007 | $5,522 |
| CHEVRON CORPORATION | $3,982 | $5,179 |
| TENARIS | $6,822 | $7,071 |
| CLOROX | $6,640 | $7,321 |
| COLGATE-PALMOLIVE | $5,812 | $5,824 |
| ESTEE LAUDER COMPANIES | $5,503 | $4,819 |
| MCCORMIK & COMPANY | $4,875 | $5,786 |
| AETNA INC. | $5,386 | $5,456 |
| AMGEN | $3,210 | $6,287 |
| BECTON DICKINSON | $4,843 | $5,629 |
| CELGENE | $5,081 | $6,366 |
| MEDTRONIC | $6,630 | $6,197 |
| STRYKER | $3,029 | $6,470 |
| UNIVERSAL HEALTH SERVICES | $4,805 | $3,511 |
| AMERICAN EXPRESS | $2,801 | $5,334 |
| BANK OF NOVA SCOTIA | $7,123 | $7,461 |
| BLADEX | $5,260 | $6,624 |
| HDFC BANK | $3,136 | $5,704 |
| HARTFORD FINANCIAL SERVICES GROUP, INC. | $5,959 | $6,242 |
| US BANCORP | $4,900 | $6,319 |
| ADECOAGRO | $4,194 | $5,232 |
| BALL | $1,763 | $5,855 |
| WHIRLPOOL | $6,209 | $7,089 |
| MASCO CORP. | $5,526 | $7,209 |
| MOHAWK INDUSTRIES | $5,691 | $5,990 |
| 3M CO. | $5,745 | $6,607 |
| CUMMINS | $5,097 | $6,697 |
| EATON | $4,523 | $6,441 |
| WALT DISNEY CO. | $6,202 | $6,149 |
| APPLE | $7,095 | $6,254 |
| AVAGO TECHNOLOGIES | $4,263 | $6,187 |
| CHECK POINT SOFTWARE TECHNOLOGIES | $4,243 | $6,166 |
| FEDEX | $2,486 | $5,958 |
| PACCAR | $3,528 | $5,304 |
| UNION PACIFIC | $2,107 | $6,428 |
| REPUBLIC SERVICE | $3,979 | $9,356 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT TO COST BASIS | Desc |
| Amt | $1,326 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,510 | Amt |
| Net Investment Income | $2,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $126 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $134 | Amt |
| Net Investment Income | $127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7 | DisbursementsCharitablePrpsAmt |
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