L HEART FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- L HEART FOUNDATION INC (EIN 81-0522506)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-25
- IRS object ID
- 202602379349100710
- Schema version
- 2025v4.1
- Note
- A later return for the same period supersedes this one.
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-25T09:47:05-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810347988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holmes & Turner | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1283 N 14th Avenue Ste 201 | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810522506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L HEART FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LHEA | BusinessNameControlTxt |
| Phone | 4065814025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 S 9th Avenue | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William B Thompson | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2026-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Thomas | PreparerPersonNm |
| PTIN | P00516147 | PTIN |
| Phone | 4065874265 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Interest On Sav Rev And Expnss | $249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $249 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $249 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $126,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,447 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $126,447 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $958,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,909 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $391,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $389,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $126,696 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,125 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,691 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,691 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,316 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,094 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $126,696 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,961 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $4,822,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,664,875 | CorporateStockEOYAmt |
| Total Assets BOY | $4,840,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,786,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,830,171 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,786,836 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,830,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,786,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,840,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,786,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,830,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,786,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,786,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SN - 0306 | P | 2025-01-01 | 2025-06-30 | $184,722 | $223,728 | -$39,006 | -$39,006 |
| SN - 0306 | P | 2020-01-01 | 2025-06-30 | $774,272 | $472,112 | $302,160 | $302,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,154 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$39,006 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,080 | SubtotalAmt |
| Tax Based On Investment Income | $4,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $3,295 | OverpaymentAmt |
| Applied To ES Tax | $3,295 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Willy Thompson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066824424 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 414 S 9th Avenue | AddressLine1Txt |
| City | Bozeman | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Theodore A Thompson | ||||||
| 29 Kean Drive | Bozeman | MT | 59718 | Director | 0.00 | $0 |
| William B Thompson | ||||||
| 414 S 9th Ave | Bozeman | MT | 59715 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,772,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,898,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,898,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,765,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,080 | TotalTaxAmt |
| Distributable Before Adj | $434,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $434,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $434,187 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,094 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $435,094 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $344,087 | UndistributedIncomePYAmt |
| Qualifying Distributions | $435,094 | QualifyingDistributionsAmt |
| Applied To Year1 | $344,087 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,007 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $343,180 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DUCKS UNLIMITED | |||||||
| One Waterfowl Way | Memphis | TN | 38120 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $20,000 |
| The Nature Conservancy | |||||||
| 40 E Main St 200 | Bozeman | MT | 59715 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $40,000 |
| Madison Valley Medical Center | |||||||
| 305 N Main | Ennis | MT | 59729 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $10,000 |
| Montana Friends of MT PBS | |||||||
| PO Box 10715 | Bozeman | MT | 59719 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $10,000 |
| Ocean Conservancy | |||||||
| 1300 19th Street NW | Washington | DC | 20036 | NONE | PC | Further tax exempt purpose. | $5,000 |
| Wave Hill Public Garden | |||||||
| 4900 Independence Ave | the Bronx | NY | 10471 | NONE | PC | Further tax exempt purpose. | $32,500 |
| Bozeman Film Society | |||||||
| 17 W Main St | Bozeman | MT | 59715 | NONE | PC | Further tax exempt purpose. | $11,250 |
| Hazelden Betty Ford | |||||||
| 1901 N Esther St | Newberg | OR | 97132 | NONE | PC | Further tax exempt purpose. | $10,000 |
| WLI - MT | |||||||
| 111 S Grand Ave Suite 202 | Bozeman | MT | 59715 | NONE | PC | Further tax exempt purpose. | $5,000 |
| Fellowship Hall | |||||||
| 2165 Durston Rd | Bozeman | MT | 59715 | NONE | PC | Further tax exempt purpose. | $10,000 |
| The ICCF Group | |||||||
| 1200 Potomac Street NW | Washington | DC | 20007 | NONE | PC | To further tax exempt purpose. | $5,000 |
| The Cody Dieruf Foundation | |||||||
| PO Box 7361 | Bozeman | MT | 59771 | NONE | GOV | To further tax exempt purpose. | $1,500 |
| Love Inc | |||||||
| PO Box 127 | Jenison | MI | 49429 | NONE | PC | To further tax exempt purpose. | $50,000 |
| Our Lady of Victory Charities | |||||||
| 780 Ridge Road | Lackawanna | NY | 14218 | NONE | PC | To further tax exempt purpose. | $10,000 |
| Tunnel For Towers | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | NONE | PC | To further tax exempt purpose. | $10,000 |
| Trinity Church | |||||||
| 4720 Classical Way | Bozeman | MT | 59718 | NONE | PC | To further tax exempt purpose. | $5,000 |
| Bridger Bowl | |||||||
| 15795 Bridger Canyon Rd | Bozeman | MT | 59715 | NONE | PC | To further tax exempt purpose. | $2,500 |
| WHYY Inc | |||||||
| 150 North Sixth Street | Philadelphia | PA | 19106 | NONE | PC | To further tax exempt purpose. | $5,000 |
| Big Sky Youth Empowerment BYEP | |||||||
| 225 E Mendenhall St | Bozeman | MT | 59715 | NONE | PC | Further Tax Exemt Purpose | $5,000 |
| Bozeman Health Foundation | |||||||
| 875 S Cottonwood Rd Suite 350 | Bozeman | MT | 59718 | NONE | PC | To further tax exempt purpose. | $10,000 |
| Church on the Go | |||||||
| PO Box 10338 | Lahaina | HI | 96761 | NONE | PC | To further tax exempt purpose. | $30,000 |
| Glurwood Center | |||||||
| 2823 Glenwood Ave | Rockford | IL | 61101 | NONE | PC | To further tax exempt purpose. | $2,500 |
| Hickory Hills | |||||||
| 115 Rockwood Ln | Hazard | KY | 41701 | NONE | PC | To further tax exempt purpose. | $10,000 |
| Jefferson Public Radio JPR | |||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97525 | NONE | PC | To further tax exempt purpose. | $5,000 |
| Museum of the Rockies | |||||||
| 600 W Kagy Blvd | Bozeman | MT | 59717 | NONE | PC | To further tax exempt purpose. | $20,000 |
| 5 Gyres Institute | |||||||
| PO Box 5699 | Santa Monica | CA | 90409 | PO Box 5699 | PC | To further tax exempt purpose. | $5,459 |
| Compassionate Aide Informed Resolut | |||||||
| 500 W Main | Bozeman | MT | 59718 | NONE | PC | To further tax exempt purpose. | $2,000 |
| Connecticut Humane Society | |||||||
| 701 Russell Rd | Newington | CT | 06111 | NONE | PC | To further tax exempt purpose. | $2,000 |
| Best Friends Animal Society | |||||||
| 2005 S 1100 E | Salt Lake City | UT | 84106 | NONE | PC | To further tax exempt purpose. | $1,569 |
| Turning Point USA | |||||||
| 4940 East Beverly Road | Phoenix | AZ | 85044 | NONE | PC | To further tax exempt purpose. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,778 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,447 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,909 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $263,154 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $263,154 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,759 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,909 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $87,125 | Amt |
| Net Investment Income | $87,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87,125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,691 | Amt |
| Net Investment Income | $6,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,691 | DisbursementsCharitablePrpsAmt |
Comments