PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PERCIVAL STERN FOUNDATION 1422 RICHARDS BLDG (EIN 72-0545551)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-06
- IRS object ID
- 201741579349100604
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-06T11:47:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721042866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER LAGRAIZE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 WEST ESPLANADE AVENUE STE 100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | 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 | 720545551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERCIVAL STERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERC | BusinessNameControlTxt |
| Phone | 5047221259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY S BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5047221259 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S DAVID KUSHNER | PreparerPersonNm |
| PTIN | P00949927 | PTIN |
| Phone | 5048389991 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.230.139.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-18 | IPDt |
| IP Tm | 15:18:54 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A7E9521BB35B12FCD4B9C2858790ED207AA8B96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A64A64823D94EFD7922BC87567D28823A7F576BE | 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 | $1,335,766 | 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 | $1,024 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,221 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,017 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,010 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,017 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,642 | CashBOYAmt |
| Cash EOY | $4,383 | CashEOYAmt |
| Cash EOYFMV | $4,383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,312 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,261,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,267,249 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,325,071 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,566 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,291,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,277,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,335,766 | 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 | $1,291,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,277,944 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,291,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,944 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,291,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,277,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,291,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,277,991 | SubtotalAmt |
| Other Decreases | $47 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,277,944 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $20,885 | $20,885 | $20,885 | |
| PUBLICLY TRADED SECURITY | $11,192 | $336 | $336 | $10,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,408,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,418,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050975 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,380,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,629 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,368,467 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,280,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012890 | DistributionYr5Rt |
| Total Distribution | 0.147496 | TotalDistributionRt |
| Average Distribution | 0.029499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,373,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,531 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $590 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,470 | 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 | $590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $756 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,256 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $666 | OverpaymentAmt |
| Applied To ES Tax | $666 | 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 | LA | 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 | PERRY BROWN | IndividualWithBooksNm |
| Phone | 5047221259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9811 WEST TRIBUTARY LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83712 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PERRY S BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | BOISE | ID | 83714 | PRESIDENT | 1.50 | $10,000 | $0 | $0 |
| MARK S STEIN | ||||||||
| 701 POYDRAS STREET | NEW ORLEANS | LA | 70139 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN R BROWN | ||||||||
| 9811 WEST TRIBUTARY LANE | BOISE | ID | 83714 | TREASURER | 0.00 | $0 | $0 | $0 |
| DR PERRY S BROWN JR | ||||||||
| 1608 NORTH 26TH ST | BOISE | ID | 83702 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEFFREY S BROWN | ||||||||
| 9109 WOODEN BRIDGE ROAD | POTOMAC | MD | 20854 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAURA A SARDILLI | ||||||||
| 2201 KERRYDALE COURT | CLARKSBURG | MD | 20871 | TRUSTEE | 0.00 | $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 | $1,390,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,394,900 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,394,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,373,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $68,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $590 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,537 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,639 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,639 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,582 | 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 | $2,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,582 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGENCY FOR NEW AMERICANS | ||||||
| 1614 W JEFFERSON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| ART WITH A HEART | ||||||
| 316 BROADWAY SUITE 316 | SEATTLE | WA | 98122 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| BOISE ART MUSEUM | ||||||
| 670 JULIA DAVIS DRIVE | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| BOISE RESCUE MISSION | ||||||
| PO BOX 1494 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| BOYS AND GIRLS CLUB OF ADA COUNTY | ||||||
| 610 E 42ND ST | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| CAMP RIVER RUN | ||||||
| 1045 S ANCONA AVENUE SUITE 140 | EAGLE | ID | 83616 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| CANCER RESEARCH INSTITUTE | ||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| CONGREGATION AHAVATH BETH ISRAEL | ||||||
| 11 NORTH LATAH STREET | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,750 |
| CONGREGATION OR CHADASH | ||||||
| PO BOX 88 | DEMASCUS | MD | 20872 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| CONSERVATION VOTERS FOR IDAHO | ||||||
| 708 1/2 W FRANKLIN STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4621 W NAPOLEON AVENUE 207 | METAIRIE | LA | 70001 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| EARTHWORKS | ||||||
| 1612 K STREET NW SUITE 904 | WASHINGTON | DC | 20006 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| FAMILY ADVOCATES | ||||||
| 3010 W STATE STREET | BOISE | ID | 83703 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| FISHER HOUSE FOUNDATION | ||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| FURNITURE BANK OF METRO ATLANTA | ||||||
| 908 MURPHY AVENUE SW | ATLANTA | GA | 30310 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| GARDEN CITY LIBRARY FOUNDATION | ||||||
| 6015 GLENWOOD STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $250 |
| GIRLS ON THE RUN | ||||||
| 801 EAST MOREHEAD STREET SUITE 201 | CHARLOTTE | NC | 28202 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $750 |
| GLOBAL TALENT IDAHO | ||||||
| 1607 W JEFFERSON STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| IDAHO CONSERVATION LEAGUE | ||||||
| PO BOX 844 | BOISE | ID | 83701 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO FOOD BANK | ||||||
| 3562 S TK AVE | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| IDAHO HUMANE SOCIETY | ||||||
| 4775 W DORMAN STREET | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| INTERFAITH SANCTUARY HOUSING SERVICES | ||||||
| 1620 W RIVER STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,000 |
| ISIDORE NEWMAN SCHOOL | ||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $12,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 5342 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||
| 3747 WEST ESPLANADE AVENUE | METAIRIE | LA | 70002 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| JUNIOR ACHIEVEMENT OF GREATER NEW ORLEANS | ||||||
| 5100 ORLEANS AVENUE | NEW ORLEANS | LA | 70124 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $2,500 |
| JUNIOR ACHIEVEMENT OF GREATER WASHINGTON DC | ||||||
| 1050 17TH ST NW | WASHINGTON | DC | 20036 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| JUNIOR ACHIEVEMENT OF IDAHO | ||||||
| 4800 W FAIRVIEW AVE SUITE B | BOISE | ID | 83706 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| LEARNING LAB | ||||||
| 308 E 36TH STREET | GARDEN CITY | ID | 83714 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| 1 COLLIN DIBOLL CIRCLE | NEW ORLEANS | LA | 70124 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $520 |
| ST LUKE'S CHILDREN HOSPITAL | ||||||
| 610 W HAYS STREET | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| TEMPLE EMANUEL | ||||||
| 306 NORTH 18TH AVENUE | POCATELLO | ID | 83201 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,500 |
| TEMPLE SINAI | ||||||
| 6227 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $3,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| UNITED WAY OF SOUTHEAST LOUISIANA | ||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 70119 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| UNITED WAY OF THE TREASURE VALLEY | ||||||
| 3100 S VISTA AVE 100 | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| WOMEN'S AND CHILDREN'S ALLIANCE | ||||||
| 720 W WASHINGTON ST | BOISE | ID | 83702 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $500 |
| IDAHO WOMEN'S CHARITABLE FOUNDATION | ||||||
| PO BOX 6164 | BOISE | ID | 83707 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,100 |
| SEMILLA NUEVA | ||||||
| 3909 CAMAS | BOISE | ID | 83705 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $100 |
| THE PEREGRINE FUND | ||||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | PUBLIC | FOR GENERAL PURPOSES OF THE GRANTEE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,470 | 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 | $47,782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,003 | 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 | $4,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,267,249 | BookValueAmt |
| EOYFMV | $1,325,071 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $47 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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