Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JA & KATHRYN ALBERTSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)501 BAYBROOK COURT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOISE, ID83706
A Employer identification number

82-6012000
B Telephone number (see instructions)

(208) 424-2600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$848,996,449J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,809,371 17,809,371  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,092,071
b Gross sales price for all assets on line 6a 268,299,948
7 Capital gain net income (from Part IV, line 2)... 62,092,071
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,614,802 498,365 0
12 Total. Add lines 1 through 11........ 82,516,244 80,399,807 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,072,759 253,493 0 819,266
14 Other employee salaries and wages...... 777,096 186,917 0 590,179
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,666 0 0 15,666
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,476 2,520 0 7,956
c Other professional fees (attach schedule)....        
17 Interest............... 192,656 192,656 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,849,553 773,064 0 70,545
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
119,292 0 0
20 Occupancy.............. 137,238 33,010 0 104,228
21 Travel, conferences, and meetings....... 5,774 1,456 0 4,319
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,266,408 6,288,808 0 977,600
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,446,918 7,731,924 0 2,589,759
25 Contributions, gifts, grants paid....... 27,646,262 27,646,262
26 Total expenses and disbursements. Add lines 24 and 25 39,093,180 7,731,924 0 30,236,021
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,423,064
b Net investment income (if negative, enter -0-) 72,667,883
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 472,193 380,982 380,982
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 126,369 -24,579 -24,579
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 553,849,875 Click to see attachment
List of Attached Documents:
// Content
597,390,571 		846,142,441
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow6,612,589
Less: accumulated depreciation (attach schedule) right arrow5,160,872 1,571,009 Click to see attachment
List of Attached Documents:
// Content
1,451,717 		1,451,717
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
812,063 		Click to see attachment
List of Attached Documents:
// Content
1,045,888 		Click to see attachment
List of Attached Documents:
// Content
1,045,888
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 556,831,509 600,244,579 848,996,449
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
989,364 		Click to see attachment
List of Attached Documents:
// Content
750,429
23 Total liabilities (add lines 17 through 22)......... 989,364 750,429
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4 4
27 Paid-in or capital surplus, or land, bldg., and equipment fund 3,041,961 3,041,961
28 Retained earnings, accumulated income, endowment, or other funds 552,800,180 596,452,185
29 Total net assets or fund balances (see instructions)..... 555,842,145 599,494,150
30 Total liabilities and net assets/fund balances (see instructions). 556,831,509 600,244,579
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
555,842,145
2
Enter amount from Part I, line 27a .....................
2
43,423,064
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
228,941
4
Add lines 1, 2, and 3 ..........................
4
599,494,150
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
599,494,150
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a N/T-NORAD P 2024-01-01 2024-12-31
b N/T-FAIRVIEW CAP P 2024-01-01 2024-12-31
c N/T-LUTHER KING P 2024-01-01 2024-12-31
d N/T-SILCHESTER P 2024-01-01 2024-12-31
e N/T-CT CAP P 2024-01-01 2024-12-31
N/T-EAGLE CAPITAL P 2024-01-01 2024-12-31
N/T-SCHRODER GLOBAL P 2024-01-01 2024-12-31
N/T-MS GLOBAL P 2024-01-01 2024-12-31
N/T-NINETY ONE P 2024-01-01 2024-12-31
G/S- CORE HIGH QUALITY P 2024-01-01 2024-12-31
G/S-ALPHA ADV ARTISAN P 2024-01-01 2024-12-31
G/S-INT'L EQUITY W BLAIR P 2024-01-01 2024-12-31
G/S-SSM LC P 2024-01-01 2024-12-31
G/S-TACTICAL ADVISORY P 2024-01-01 2024-12-31
G/S-UNCOV US EQ (PUT) P 2024-01-01 2024-12-31
G/S-PREFED P 2024-01-01 2024-12-31
G/S-POL DYN EQ P 2024-01-01 2024-12-31
G/S-JENNISON P 2024-01-01 2024-12-31
FIDELITY/LYRICAL P 2024-01-01 2024-12-31
FIDELITY/TIETON P 2024-01-01 2024-12-31
FIDELITY/PARAMETRIC P 2024-01-01 2024-12-31
ROCK ACCESS P 2024-01-01 2024-12-31
PAPE VIII P 2024-01-01 2024-12-31
WGI P 2024-01-01 2024-12-31
GVCO II P 2024-01-01 2024-12-31
ANTLER GLOBAL ACCESS FUND P 2024-01-01 2024-12-31
WCM MICROCAP P 2024-01-01 2024-12-31
NEW MOUNTAIN PARTNERS VII P 2024-01-01 2024-12-31
BDT CAPITAL PARTNERS P 2024-01-01 2024-12-31
N/T-NORAD P 2023-01-01 2024-12-31
N/T-FAIRVIEW CAP P 2023-01-01 2024-12-31
CHENIERE ENERGY P 2023-01-01 2024-12-31
N/T-LUTHER KING P 2023-01-01 2024-12-31
N/T-SILCHESTER P 2023-01-01 2024-12-31
N/T-CT CAP P 2023-01-01 2024-12-31
N/T-EAGLE CAPITAL P 2023-01-01 2024-12-31
N/T-SCHRODER GLOBAL P 2023-01-01 2024-12-31
N/T-MS GLOBAL P 2023-01-01 2024-12-31
N/T-NINETY ONE P 2023-01-01 2024-12-31
G/S- CORE HIGH QUALITY P 2023-01-01 2024-12-31
G/S- ALPHA WORLD EQUITY P 2023-01-01 2024-12-31
G/S-ALPHA ADV ARTISAN P 2023-01-01 2024-12-31
G/S-INT'L EQUITY W BLAIR P 2023-01-01 2024-12-31
G/S-SSM LC P 2023-01-01 2024-12-31
G/S-TACTICAL ADVISORY P 2023-01-01 2024-12-31
G/S-ALTERNATIVE II P 2023-01-01 2024-12-31
G/S-PREFED P 2023-01-01 2024-12-31
G/S-POL DYN EQ P 2023-01-01 2024-12-31
G/S-JENNISON P 2023-01-01 2024-12-31
FIDELITY/LYRICAL P 2023-01-01 2024-12-31
FIDELITY/TIETON P 2023-01-01 2024-12-31
ROCK ACCESS P 2023-01-01 2024-12-31
K.A. ENERGY III P 2023-01-01 2024-12-31
K.A. ENERGY IV P 2023-01-01 2024-12-31
K.A. ENERGY V P 2023-01-01 2024-12-31
K.A. ENERGY V - GAIN ON LIQUIDATION P 2023-01-01 2024-12-31
K.A. ENERGY VI P 2023-01-01 2024-12-31
K.A. ENERGY VIII P 2023-01-01 2024-12-31
K.A. ENERGY VII P 2023-01-01 2024-12-31
IVP P 2023-01-01 2024-12-31
PAPE VIII P 2023-01-01 2024-12-31
BRV LOTUS FUND P 2023-01-01 2024-12-31
WGI P 2023-01-01 2024-12-31
WGI P 2023-01-01 2024-12-31
GVCO II P 2023-01-01 2024-12-31
ANTLER GLOBAL ACCESS FUND P 2023-01-01 2024-12-31
BDT CAPITAL PARTNERS P 2023-01-01 2024-12-31
MISC GAIN/LOSS-ROCK ACCESS P 2023-01-01 2024-12-31
MISC GAIN/LOSS-K.A. ENERGY V P 2023-01-01 2024-12-31
MISC GAIN/LOSS-K.A. ENERGY VI P 2023-01-01 2024-12-31
MISC GAIN/LOSS-K.A. ENERGY VIII P 2023-01-01 2024-12-31
MISC GAIN/LOSS-K.A. ENERGY VII P 2023-01-01 2024-12-31
MISC GAIN/LOSS-KEPE CONTINUATION FUND P 2023-01-01 2024-12-31
MISC GAIN/LOSS-PAPE VIII P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-N/T-NORAD P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-N/T-CT CAP P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-N/T-EAGLE CAPITAL P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-N/T-PARAMETIC EQ P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-N/T-SCHRODER GLOBAL P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-G/S-JENNISON P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-LION INDUSTRIAL P 2023-01-01 2024-12-31
CAPITAL GAIN DISTRIBUTION-FIDELITY/PARAMETRIC P 2023-01-01 2024-12-31
SECTION 1256 GAIN(LOSS) P 2023-01-01 2024-12-31
GAIN/LOSS ON DISPOSAL OF ASSETS P 2023-01-01 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,475,000   8,458,395 16,605
b 1,961,765   2,363,476 -401,711
c 469,869   720,711 -250,842
d 37,246     37,246
e 9,747,186   9,368,053 379,133
3,677,359   2,478,795 1,198,564
17,176,404   17,110,910 65,494
543,221   500,999 42,222
19,761,190   18,645,072 1,116,118
14,721,166   14,461,467 259,699
16,041     16,041
    7,908 -7,908
2,704,752   2,415,219 289,533
530,429   493,061 37,368
236,435   6,986 229,449
125,275   125,473 -198
887,418   775,816 111,602
477,936   461,359 16,577
695,964   690,480 5,484
230,001   114,413 115,588
569     569
152     152
    41 -41
    42,931 -42,931
384     384
    2,559 -2,559
    51,020 -51,020
359     359
1,205     1,205
9,141,779   9,263,685 -121,906
19,460,561   10,968,803 8,491,758
    69 -69
14,017,983   5,421,692 8,596,291
1,822,686     1,822,686
16,290,619   12,561,291 3,729,328
17,308,650   5,791,223 11,517,427
6,640,918   6,919,233 -278,315
14,429,339   12,768,652 1,660,687
57,005,314   43,057,418 13,947,896
2,628,377   2,897,762 -269,385
500,000   147,371 352,629
184,819     184,819
493,448     493,448
3,634,089   2,426,465 1,207,624
8,710,325   7,591,835 1,118,490
    88,920 -88,920
85,760   84,266 1,494
1,329,526   1,020,117 309,409
31,011   26,594 4,417
2,641,064   2,322,338 318,726
3,900,842   1,975,356 1,925,486
    20,311 -20,311
111     111
289     289
    90,767 -90,767
547,071     547,071
    118,098 -118,098
    103 -103
    48,652 -48,652
    20,000 -20,000
289,828     289,828
261,010     261,010
2,659,859     2,659,859
    41,044 -41,044
2,885     2,885
    1,610 -1,610
    725,696 -725,696
74     74
6,155     6,155
    143,188 -143,188
16,534     16,534
4,029     4,029
425     425
8,275     8,275
9,774     9,774
1,871     1,871
22,580     22,580
      0
440     440
1,057     1,057
1,545,572     1,545,572
186,598     186,598
    370,174 -370,174
1,075     1,075
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       16,605
b       -401,711
c       -250,842
d       37,246
e       379,133
      1,198,564
      65,494
      42,222
      1,116,118
      259,699
      16,041
      -7,908
      289,533
      37,368
      229,449
      -198
      111,602
      16,577
      5,484
      115,588
      569
      152
      -41
      -42,931
      384
      -2,559
      -51,020
      359
      1,205
      -121,906
      8,491,758
      -69
      8,596,291
      1,822,686
      3,729,328
      11,517,427
      -278,315
      1,660,687
      13,947,896
      -269,385
      352,629
      184,819
      493,448
      1,207,624
      1,118,490
      -88,920
      1,494
      309,409
      4,417
      318,726
      1,925,486
      -20,311
      111
      289
      -90,767
      547,071
      -118,098
      -103
      -48,652
      -20,000
      289,828
      261,010
      2,659,859
      -41,044
      2,885
      -1,610
      -725,696
      74
      6,155
      -143,188
      16,534
      4,029
      425
      8,275
      9,774
      1,871
      22,580
      0
      440
      1,057
      1,545,572
      186,598
      -370,174
      1,075
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 62,092,071
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 3,182,182
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,010,084
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,010,084
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,010,084
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 982,841
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 225,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,207,841
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 346
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 197,411
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow197,411 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowID
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowJKAF.ORG
14
The books are in care ofright arrowBRADY PANATOPOULOS Telephone no.right arrow (208) 424-3862

Located atright arrow501 BAYBROOK COURTBOISEID ZIP+4right arrow83706
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowUK
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOSEPH SCOTT DIRECTOR
2.00 		0 0 0
501 BAYBROOK COURT
BOISE,ID83706
JOHN PREHN DIRECTOR
2.00 		28,000 0 0
501 BAYBROOK COURT
BOISE,ID83706
JAMIE JO SCOTT CHAIRMAN/PRES.
35.00 		187,626 29,021 0
501 BAYBROOK COURT
BOISE,ID83706
SUSAN MORRIS DIRECTOR
2.00 		28,000 0 0
501 BAYBROOK COURT
BOISE,ID83706
BRIAN SCOTT DIRECTOR/SEC'Y
2.00 		34,430 6,360 0
501 BAYBROOK COURT
BOISE,ID83706
BRIAN NAEVE DIR/CIO/TREAS.
25.00 		191,460 23,642 0
501 BAYBROOK COURT
BOISE,ID83706
BRADY PANATOPOULOS DIRECTOR/CEO
30.00 		198,376 26,689 0
501 BAYBROOK COURT
BOISE,ID83706
ROGER QUARLES EXEC. DIRECTOR
50.00 		207,863 55,292 0
501 BAYBROOK COURT
BOISE,ID83706
WILLIAM WHITACRE DIRECTOR
2.00 		28,000 0 0
501 BAYBROOK COURT
BOISE,ID83706
CHRIS PETERSEN DIRECTOR
2.00 		28,000 0 0
501 BAYBROOK COURT
BOISE,ID83706
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
BRYAN MADDEN PROGRAM OFFICER
40.00 		109,443 8,146 0
501 BAYBROOK COURT
BOISE,ID83706
Total number of other employees paid over $50,000...................right arrow 11
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
ENGINEERED STRUCTURES INC CONSTRUCTION SERVICES 4,169,991
3330 E LOUISE DR STE 300
MERIDIAN,ID83642
AMY JEPPESEN CONSULTING ON BEHAVIORAL HEALTH INITIATIVE 254,841
1128 W CHANDLER DR
SAINT GEORGE,UT84770
18NINETY CREATIVE LLC MEDIA & PR SERVICES 182,776
4696 W OVERLAND RD 270
BOISE,ID83705
BARKER RINKER SEACAT ARCHITECTURE ARCHITECTURE SERVICES 113,037
3457 RINGSBY CT UNIT 200
DENVER,CO80216
OAK ROSE GROUP CONSULTING ON WOMEN'S LEADERSHIP INITIATIVE 111,211
7337 E ROSE LANE
SCOTTSDALE,AZ85250
Total number of others receiving over $50,000 for professional services.............right arrow4
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 IDAHO OUTDOOR FIELDHOUSE - A TRAINING AND REHABILITATION FACILITY USED EXCLUSIVELY IN THE TAX-EXEMPT FUNCTION OF PROVIDING PHYSICAL AND MENTAL HEALTH, EDUCATIONAL, EMPLOYMENT AND REHABILITATION SERVICES TO MILITARY VETERANS, FIRST RESPONDERS AND DISABLED INDIVIDUALS. IN CONJUNCTION WITH DELIVERING THE AFOREMENTIONED SERVICES, THE J.A. AND KATHRYN ALBERTSON FOUNDATION ("FOUNDATION") HAS TEAMED WITH THE FOLLOWING 501(C)(3) GRANTEE ORGANIZATIONS: 1) CHALLENGED ATHLETES FOUNDATION, INC., 2) SUMMIT HYPERBARICS AND WELLNESS, LLC AND 3) HIRE HEROES USA. IN ADDITION TO THE DIRECT GRANTS TO THESE CHARITABLE ORGANIZATIONS (DISCLOSED IN THIS FORM 990-PF), THE FOUNDATION PROVIDES RENT-FREE USE OF THE IDAHO OUTDOOR FIELDHOUSE FACILITIES TO CONDUCT THEIR CHARITABLE ACTIVITIES IN DELIVERING THE SERVICES DESCRIBED ABOVE. FOR MORE INFORMATION, SEE WWW.IDAHOFIELDHOUSE.ORG 7,237,605
2 MISSION 43 - PROVIDES POST-911 MILITARY VETERANS, ACTIVE-DUTY SERVICEMEN AND WOMEN, AND MILITARY SPOUSES OPPORTUNITIES TO SUCCEED IN IDAHO AFTER THE MILITARY THROUGH THE PILLARS OF EDUCATION, EMPLOYMENT AND ENGAGEMENT. FOR MORE INFORMATION, SEE WWW.MISSION43.ORG 927,245
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
833,441,523
b
Average of monthly cash balances.......................
1b
241,362
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
833,682,885
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
833,682,885
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,505,243
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
821,177,642
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
41,058,882
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
41,058,882
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,010,084
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,010,084
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,048,798
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
40,048,798
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
40,048,798
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
30,236,021
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
30,236,021
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 40,048,798
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 27,102,436
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 30,236,021
a Applied to 2023, but not more than line 2a 27,102,436
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,133,585
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		36,915,213
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JA KATHRYN ALBERTSON FOUNDATION
501 BAYBROOK COURT
BOISE,ID83706
(208) 424-2600
bThe form in which applications should be submitted and information and materials they should include:
ONE TO THREE PAGE LETTER OF INQUIRY. MAJOR GRANTS ARE MADE THROUGH RFP OR INVITATION TO APPLY. CHECK WEBSITE (JKAF.ORG) FOR CURRENT INVITATIONS AND PROGRAMS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
I.R.C. SECTION 501(C)(3) ORGANIZATIONS, GOVERNMENT ENTITIES, OR EXPENDITURE RESPONSIBILITY REQUIRED.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ANSER CHARTER SCHOOL

202 E 42ND STREET
GARDEN CITY,ID83714 		  501(C)(3) ANSER CHARTER SCHOOL 211,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) BLUUM - 20 IN 10 1,588,800

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - J. KOYLE 135,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - G. LOVE 125,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - C. VANPELT 135,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - S. PRAEGITZER 135,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - K. DEGRAFF 120,000

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - B. BINGHAM 87,500

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) HPM FELLOW - A. OROZCO 107,500

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) NWEA MAP TESTING 2024-2025 145,343

BLUUM INC

702 W IDAHO ST 600
BOISE,ID83702 		  501(C)(3) BLUUM 20 IN 10 INITIATIVE 1,636,500

CARDINAL ACADEMY

9492 W EMERALD
BOISE,ID83704 		  501(C)(3) CARDINAL ACADEMY 175,000

CARDINAL ACADEMY

9492 W EMERALD
BOISE,ID83704 		  501(C)(3) CARDINAL ACADEMY 255,000

CHALLENGED ATHLETES INC

9591 WAPLES ST
SAN DIEGO,CA92121 		  501(C)(3) CAF - IDAHO 1,942,142

CHARTER FUND

PO BOX 91395
DENVER,CO80291 		  501(C)(3) CHARTER SCHOOL GROWTH FUND 450,000

CHILDREN OF FALLEN PATRIOTS FDN

1818 LIBRARY STREET STE 500
RESTON,VA20190 		  501(C)(3) GOLDSTAR SCHOLARSHIPS 138,125

CHILDREN'S HOME SOCIETY

740 WARM SPRINGS
BOISE,ID83712 		  501(C)(3) ANNUAL WORLD TOUR GALA 2,500

COLLEGE OF WESTERN IDAHO

PO BOX 3010 MS 1000
NAMPA,ID83653 		  GOVT ENTITY MISSION43 EDUCATION 220,735

COLLEGE OF WESTERN IDAHO

PO BOX 3010 MS 1000
NAMPA,ID83653 		  GOVT ENTITY M43 ENTRE COURSE 25,000

ELEVATE ACADEMY

1211 S KIMBALL AVENUE
CALDWELL,ID83653 		  501(C)(3) ELEVATE ACADEMY NORTH 65,000

ELEVATE ACADEMY

1212 S KIMBALL AVENUE
CALDWELL,ID83654 		  501(C)(3) ELEVATE ACADEMY NAMPA 61,500

ELEVATE ACADEMY

1213 S KIMBALL AVENUE
CALDWELL,ID83655 		  501(C)(3) ELEVATE ACADEMY EAST 1,493,500

FUTURE PUBLIC SCHOOL

511 E 43RD ST
BOISE,ID83714 		  501(C)(3) EDUCATION ACCELERATION PRIZE 225,000

GEM INNOVATION SCHOOL

PO BOX 86
DEARY,ID83823 		  501(C)(3) GEM TWIN FALLS 650,000

HEADSTRONG PROJECT

4504 162ND ST STE 203
FLUSHING,NY11358 		  501(C)(3) HEADSTRONG PROJECT 315,000

HIRE HEROES USA

13010 MORRIS ROAD STE 175
ALPHARETTA,GA30004 		  501(C)(3) HIRE HEROES - IDAHO 534,600

IDAHO EDUCATION NEWS

555 W BANNOCK
BOISE,ID83702 		  501(C)(3) IDAHO ED NEWS 507,740

IDAHO NOVUS CLASSICAL

PO BOX 921
EAGLE,ID83616 		  501(C)(3) IDAHO NOVUS CLASSICAL 1,007,182

IDOC

1299 N ORCHARD ST
BOISE,ID83706 		  GOVT ENTITY FORENSIC PEER MENTOR PROGRAM 240,000

NAPCS

800 CONNECTICUT AVENUE NW STE 300
WASHINGTON,DC20006 		  501(C)(3) NATIONAL ALLIANCE 225,000

RECIDIVIZ

1322 WEBSTER AVE STE 402
OAKLAND,CA94612 		  501(C)(3) PRESENTENCE INVESTIGATOR TOOL 500,216

RUN IT FORWARD

2015 BLUE SKY LANE
TWIN FALLS,ID83301 		  501(C)(3) MISSION43 - GRANT 500

SUMMIT HYPERBARICS

765 E JAMAICA CT
MERIDIAN,ID83642 		  501(C)(3) SUMMIT HYPERBARICS 2,178,529

SWIMBA

PO BOX 1443
BOISE,ID83701 		  501(C)(3) SWIMBA 250,000

TEACH FOR AMERICA

1120 S RACKHAM WAY STE 300
MERIDIAN,ID83642 		  501(C)(3) TFA-IDAHO 2,150,000

VETERAN ENTREPRENEUR ALLIANCE

2667 W LADLE RAPIDS ST
MERIDIAN,ID83646 		  501(C)(3) VETERAN ENTREPRENEUR ALLIANCE 70,000

BOYS & GIRLS CLUB OF ADA COUNTY

610 E 42ND ST
GARDEN CITY,ID83714 		  501(C)(3) BOYS AND GIRLS KUNA 100,000

IDAHO HIGHSCHOOL RODEO ASSOC

1803 SOUTHSIDE BLVD SOUTH
MELBA,ID83641 		  501(C)(3) IHSRA - DISTRICT 2 20,000

IDAHO YOUTH RANCH

5465 W IRVING ST
BOISE,ID83706 		  501(C)(3) UNITE FOR HOPE GALA 1,500

IMAGINE IDAHO FOUNDATION

PO BOX 3084
KETCHUM,ID83340 		  501(C)(3) BROADBAND INFRASTRUCTURE 250,000

INTERFAITH SANCTUARY

PO BOX 9334
BOISE,ID83707 		  501(C)(3) INTERFAITH PROPERTY PURCHASE 1,000,000

TAM CYCLING

PO BOX 875
KENTFIELD,CA94914 		  501(C)(3) TAM CYCLING 1,000

IDAHO OUTDOOR FIELDHOUSE

3179 EAST BARBER VALLEY DRIVE
BOISE,ID83716 		  501(C)(3) IDAHO OUTDOOR FIELDHOUSE 7,237,605

MISSION43

3179 EAST BARBER VALLEY DRIVE
BOISE,ID83716 		  501(C)(3) VETERANS: MISSION 43 927,245
Total .................................right arrow 3a 27,646,262
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 17,809,371  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 62,092,071  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP K-1 UBTI 		523000 2,017,801      
bPARTNERSHIP-OTHER INCOME     14 498,365  
cTAX EXEMPT INTEREST     14 98,636  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,017,801 80,498,443 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
82,516,244
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,476 2,520 0 7,956

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
SOFA TABLE CONFERENCE ROOM 1996-01-05 2,270 2,270 SL 7.000000000000 0 0 0  
BUFFET TABLE AND GLASS TOP CONFERENCE ROOM 1996-01-29 2,491 2,491 SL 7.000000000000 0 0 0  
BOOKCASE-FOUNDATION RECEPTION AREA 1996-03-08 183 183 SL 10.000000000000 0 0 0  
DESK, RETURN, CHAIR/F. MUNNING 1997-01-11 814 814 SL 7.000000000000 0 0 0  
PAPER SHREDDER 1997-12-31 1,322 1,322 SL 7.000000000000 0 0 0  
STONE TO STONE BRONZE SCULPTURE 1997-12-15 8,188 8,188 SL 7.000000000000 0 0 0  
TEA FOR TWO BRONZE SCULPTURE 1997-12-15 9,279 9,279 SL 7.000000000000 0 0 0  
FIRST TEACHER BRONZE SCULPTURE 1997-12-15 22,707 22,707 SL 7.000000000000 0 0 0  
WARM SPINGS CREEK OIL PAINTING 1997-12-15 7,880 7,880 SL 7.000000000000 0 0 0  
WARMTH OF THE DAY PAINTING 1997-12-15 16,534 16,534 SL 7.000000000000 0 0 0  
REFRAME ARTWORK 1997-12-15 4,301 3,635 SL 7.000000000000 0 0 0  
CHAIRS DAVIS LOWBACK (12) 1997-12-15 12,355 12,355 SL 7.000000000000 0 0 0  
CHAIRS - CHERRY MEDIA ROOM (30) 1997-12-15 14,510 14,510 SL 7.000000000000 0 0 0  
CHAIRS SIDE (24) 1997-12-15 15,864 15,864 SL 7.000000000000 0 0 0  
CHAIRS (SWIVEL LOW BACK) 1 1997-12-15 1,079 1,079 SL 7.000000000000 0 0 0  
CHAIR STORAGE CART (5) 1997-12-15 1,964 1,964 SL 7.000000000000 0 0 0  
LAMPS DONGHIA VASO (2) 1997-12-15 2,565 2,565 SL 7.000000000000 0 0 0  
KRUEGER PLANTER - LARGE 1997-12-15 12,899 12,899 SL 7.000000000000 0 0 0  
KRUGER PLANTER - SMALL 1997-12-15 4,095 4,095 SL 7.000000000000 0 0 0  
WORK STATIONS 4 POD (2) 1997-12-15 163,323 163,323 SL 7.000000000000 0 0 0  
FILES LATERAL SMED 6 AS A UNIT 1997-12-15 14,121 14,121 SL 7.000000000000 0 0 0  
FILES LATERAL SMED 5 AS A UNIT (2) 1997-12-15 19,787 19,787 SL 7.000000000000 0 0 0  
WORK STATIONS 2 POD (2) 1997-12-15 90,126 90,126 SL 7.000000000000 0 0 0  
DAKOTA DINING TABLES (4) 1997-12-15 5,122 5,112 SL 7.000000000000 0 0 0  
DAKOTA DINING CHAIRS (16) 1997-12-15 6,923 6,919 SL 7.000000000000 0 0 0  
BERNHARDT LOBBY CHAIRS (6) 1997-12-15 16,024 16,014 SL 7.000000000000 0 0 0  
TUOHY SOFA (2) 1997-12-15 12,848 12,848 SL 7.000000000000 0 0 0  
TUOHY CHAIRS (4) 1997-12-15 15,932 15,932 SL 7.000000000000 0 0 0  
KRUEGER PLANTER SMALL # 2 (2) 1997-12-15 1,365 1,365 SL 7.000000000000 0 0 0  
METACOR WASTEBASKETS (18) 1997-12-15 3,177 3,177 SL 7.000000000000 0 0 0  
(4) HP 4000 LASERJET PRINTERS 1998-03-17 6,510 6,510 SL 3.000000000000 0 0 0  
CUSTOM BENCHES FOR RESTROOMS (2) 1998-01-30 1,152 1,152 SL 7.000000000000 0 0 0  
(12) LOUNGE CHAIRS (FIRST FLOOR OPEN AREAS) 1998-01-30 47,074 47,074 SL 7.000000000000 0 0 0  
CONNETING TABLES - MULTIMEDIA ROM 1998-01-30 22,377 22,377 SL 7.000000000000 0 0 0  
(3) TABLE TRANSPORT DOLLYS - MULTIMEDIA ROOM 1998-01-30 2,883 2,883 SL 7.000000000000 0 0 0  
OCCATIONAL TABLE - LOBBY 1998-01-30 1,333 1,333 SL 7.000000000000 0 0 0  
(2) OCCATIONAL TABLES - LOBBY 1998-01-30 3,120 3,120 SL 7.000000000000 0 0 0  
(8) OFFICE CHAIRS NO ARMS 1998-01-30 4,925 4,925 SL 7.000000000000 0 0 0  
(4) BLACK CHAIRS CHROMED 1998-01-30 4,640 4,640 SL 7.000000000000 0 0 0  
CHAIR LOW BACK CHROMED 1998-01-30 1,005 1,005 SL 7.000000000000 0 0 0  
ANIGRE PEDISTAL - TEA FOR TWO BRONZE SCULP #38 1998-01-30 557 557 SL 7.000000000000 0 0 0  
INTERIOR DESIGN SERVICES 1998-02-05 2,750 2,750 SL 7.000000000000 0 0 0  
KITCHEN WARE-1ST FL BREAKROOM 1998-02-12 4,288 4,288 SL 7.000000000000 0 0 0  
ART - KATHRYN ALBERTSON PARK - OIL 1998-02-12 7,235 7,235 SL 7.000000000000 0 0 0  
(7) BRUETON CUSTOM TABLES 1998-02-22 21,194 21,194 SL 7.000000000000 0 0 0  
(2) PICTURES - BREAK ROOM 1998-02-22 2,297 2,297 SL 7.000000000000 0 0 0  
WATER FEATURE - LANDSCAPE DESIGN 1998-02-22 1,575 1,575 SL 7.000000000000 0 0 0  
TUOHY CUSTOM DESK WITH CREDENZA/CABINET 1998-03-25 21,305 21,305 SL 7.000000000000 0 0 0  
(3) TUOHY CUSTOM DESKS WITH CABINETS 1998-03-25 30,273 30,273 SL 7.000000000000 0 0 0  
DAVIS CONNECT LEGS 1998-03-25 1,528 1,528 SL 7.000000000000 0 0 0  
(2) BRUETON CONCERTO TABLES 1998-02-22 6,228 6,228 SL 7.000000000000 0 0 0  
BUILDING 501 BAYBROOK COURT - COST IS 50.19 OF TOTAL 1997-12-31 3,978,468 2,586,005 ADS 40.000000000000 99,462 0 99,462  
14 WORKSTATIONS SMEAD 1998-04-06 324,114 324,114 SL 7.000000000000 0 0 0  
WASTEBASKETS METCOR (15) 1998-06-11 1,434 1,434 SL 7.000000000000 0 0 0  
PRIVACY SCREENS FOR RESTROOMS 1998-05-12 2,762 2,762 SL 7.000000000000 0 0 0  
MICROEDGE GRANT MGT SOFTWARE 1998-05-28 39,600 39,600 SL 7.000000000000 0 0 0  
DAVIS CANTILEVER LOW BACK CHAIRS NO ARMS (14) 1998-06-11 8,122 8,122 SL 7.000000000000 0 0 0  
15 DAVIS ARM CHAIRS 1998-08-24 7,314 7,314 SL 7.000000000000 0 0 0  
4 PATIO UMBRELLAS 1998-09-11 1,466 1,466 SL 7.000000000000 0 0 0  
CAMERA PURCHASED BY LISA REED 1998-05-22 631 631 SL 5.000000000000 0 0 0  
DAVIS CANTILEVER SIDE 1998-06-11 5,949 5,949 SL 7.000000000000 0 0 0  
FILE LABEL HOLDERS FOR LATERAL FILES (100) 1998-08-07 830 830 SL 7.000000000000 0 0 0  
PATIO TALBLES AND BENCHES 1998-09-15 6,656 6,656 SL 7.000000000000 0 0 0  
BATHROOM ADDITION FOR MULTI-MEDIA ROOM 1998-09-15 36,656 23,215 ADS 40.000000000000 916 0 916  
BRONZE SCULPTURE MR & MRS A - LAROSE ONE OF A KIND 1998-12-12 91,350 91,350 SL 7.000000000000 0 0 0  
HP LASERJET 5 PRINTER 1998-12-03 827 827 SL 3.000000000000 0 0 0  
HP LASERJET 5 PRINTER 1998-12-03 827 827 SL 3.000000000000 0 0 0  
SHIPPING & REPATINA MR & MRS ALB STATUE 1999-02-25 1,798 1,798 SL 7.000000000000 0 0 0  
COAT RACK 1999-01-05 533 533 SL 7.000000000000 0 0 0  
DIGITAL CAMERA 1999-01-01 461 461 SL 5.000000000000 0 0 0  
HP REFURBISHED LASERJET 4000N PRINTER 1999-05-01 1,232 1,232 SL 3.000000000000 0 0 0  
ANIGRE CONSOLE CART-MULTIMEDIA ROOM 1999-04-28 4,911 4,911 SL 7.000000000000 0 0 0  
WATERFEATURE PUMPS 1999-07-07 1,779 1,779 SL 5.000000000000 0 0 0  
FAS ASSET ACCT SOFTWARE 1999-07-14 1,346 1,346 SL 5.000000000000 0 0 0  
SONY DIGITAL-8 CAMCORDER 1999-08-11 699 699 SL 5.000000000000 0 0 0  
FRONT ALUM GATES 1999-12-22 2,440 2,440 SL 20.000000000000 0 0 0  
VAV BOX/ML KINNEY'S OFFICE 2000-04-25 2,805 2,805 SL 10.000000000000 0 0 0  
LANDSCAPE BOULDERS 2000-05-25 1,556 921 ADS 40.000000000000 39 0 39  
MULTIFLOW DRAINAGE & LANDSCAPE JUNIPERS 2000-05-11 1,176 695 ADS 40.000000000000 29 0 29  
WIRELESS SOUND SYSTEM - MULTMEDIA CONF ROOM 2000-04-06 2,141 2,141 SL 7.000000000000 0 0 0  
OUTDOOR UTILITY SHED 2000-03-30 11,199 6,673 ADS 40.000000000000 280 0 280  
SONY MAVICA DIGITAL CAMERA 2001-04-11 630 630 SL 3.000000000000 0 0 0  
NEW PROJECTOR FOR MULTIMEDIA ROOM/UPGRADE 2002-02-07 14,418 14,418 SL 5.000000000000 0 0 0  
PANEL FOR MULTI MEDIA RM VIEWPOINT 2002-03-14 3,110 3,110 SL 3.000000000000 0 0 0  
HP COLOR LASERJET 5500DTN 2003-03-13 4,655 4,655 SL 7.000000000000 0 0 0  
CANON COPIER 2004-07-09 24,078 24,078 SL 7.000000000000 0 0 0  
SUTDIO MX 2004 CD (DREAMWEAVER FULL VERSION) 2004-09-30 1,793 1,793 SL 5.000000000000 0 0 0  
VISUAL STUDIO NET PRO 2003 MEDIA CD/ADOBE 2004-10-20 1,873 1,873 SL 5.000000000000 0 0 0  
CABINET SHELVES FOR C. OLSON 2004-12-01 361 361 SL 7.000000000000 0 0 0  
SHELVES FOR LIBRARY CUBICLE 2004-12-10 2,821 2,821 SL 7.000000000000 0 0 0  
FIREWALL SOFTWARE 2005-01-20 2,356 2,356 SL 5.000000000000 0 0 0  
UPS- SWITCH ROOM - POWERWARE 9170 2005-02-10 2,046 2,046 SL 5.000000000000 0 0 0  
SHELVES FOR LIBRARY CUBICLE - INSTALLATION 2005-03-23 2,640 2,640 SL 7.000000000000 0 0 0  
GHOST IMAGING SOFTWARE 2006-02-16 1,097 1,097 SL 3.000000000000 0 0 0  
TV / STEREO FOR 1ST FLOOR EXERCISE ROOM 2006-02-23 3,424 3,424 SL 5.000000000000 0 0 0  
GYM EQUIPMENT - ELIPTICAL - PRECOR 2006-02-23 5,845 5,845 SL 5.000000000000 0 0 0  
GYM EQUIPMENT - BENCH,DUMBELLS & STAND 2006-02-23 884 884 SL 5.000000000000 0 0 0  
EQUIPMENT RACK - MULTI MEDIA ROOM 2006-03-02 3,722 3,722 SL 5.000000000000 0 0 0  
EXERCISE ROOM - REMODEL 2006-03-09 6,231 2,778 ADS 40.000000000000 156 0 156  
CISCO SWITCH & WIRELESS 2006-05-03 20,603 20,603 SL 5.000000000000 0 0 0  
MMR ACCORDIAN DOOR 2006-06-22 3,098 3,098 SL 5.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2006-07-24 2,701 2,701 SL 3.000000000000 0 0 0  
DATA CABINET - SWITCH ROOM 2006-09-08 3,566 3,566 SL 5.000000000000 0 0 0  
SOUND SYSTEM UPDATE - MULTIMEDIA ROOM (MICS, SOUND ENHANCE GEAR) 2006-12-20 21,116 21,116 SL 5.000000000000 0 0 0  
GYM EQUIPMENT - CABLE MACHINE 2006-02-23 2,967 2,967 SL 5.000000000000 0 0 0  
FDN LIBRARY & MUSEUM 2007-05-25 15,203 15,203 SL 5.000000000000 0 0 0  
STORAGE SHEVLES AT HANGER 2007-05-04 1,674 1,674 SL 5.000000000000 0 0 0  
ROOF - 501 BAYBROOK 2007-07-24 105,417 43,264 ADS 40.000000000000 2,635 0 2,635  
MPC CLIENT PRO 385 DESKTOP COMPUTER 2007-04-27 1,840 1,840 SL 3.000000000000 0 0 0  
MPC T-2500 LAPTOP 2007-08-17 3,252 3,252 SL 3.000000000000 0 0 0  
MPC T-2500 LAPTOP 2007-08-17 3,252 3,252 SL 3.000000000000 0 0 0  
MPC T-2500 LAPTOP 2007-08-17 3,252 3,252 SL 3.000000000000 0 0 0  
MPC T-2500 LAPTOP 2007-08-17 3,252 3,252 SL 3.000000000000 0 0 0  
BOILER - REPLACEMENT 2008-08-08 8,020 8,020 SL 10.000000000000 0 0 0  
AUXILLARY COOLING - SERVER ROOM 2008-11-06 4,759 4,759 SL 10.000000000000 0 0 0  
MICROSOFT OFFICE 2007 2008-07-31 7,275 7,275 SL 3.000000000000 0 0 0  
SONICWALL FIREWALL 2008-04-30 9,213 9,213 SL 3.000000000000 0 0 0  
KVM SWITCH FOR SERVER ROOM 2008-07-11 1,824 1,824 SL 3.000000000000 0 0 0  
SYMANTEC GHOSTING SOFTWARE 2008-03-27 996 996 SL 3.000000000000 0 0 0  
AVAYA IPO 500 TELEPHONE SYSTEM 2009-07-22 12,624 12,624 SL 5.000000000000 0 0 0  
HD SERIES COLOR CAMERA 2009-09-18 830 830 SL 5.000000000000 0 0 0  
SMART BOARD 680I3 2009-09-17 6,119 6,119 SL 3.000000000000 0 0 0  
SHAREPOINT SOFTWARE & SETUP 2009-07-01 4,542 4,542 SL 3.000000000000 0 0 0  
WEB BLADE PLUS SETUP 2009-07-01 2,198 2,198 SL 3.000000000000 0 0 0  
BARRACUDA SPAM FIREWALL 300 2010-03-30 1,274 1,274 SL 3.000000000000 0 0 0  
ACRONIS BACKUP & RECOVERY 2010-02-22 3,041 3,041 SL 5.000000000000 0 0 0  
CHRIS HP PAVILION DV6T 2010-05-27 2,667 2,667 SL 3.000000000000 0 0 0  
MULTI MEDIA HP PAVILION DV6T SELECT NOTEBOOK PC 2010-06-18 2,932 2,932 SL 3.000000000000 0 0 0  
NEW CARPET 2010-05-19 51,202 51,202 SL 10.000000000000 0 0 0  
EXTERIOR H20 FEATURE STAINING 2010-06-16 12,490 12,393 SL 7.000000000000 0 0 0  
COLUMBIA SOFT-FILING SYSTEM SOFTWARE 2010-09-30 4,552 4,552 SL 7.000000000000 0 0 0  
SAMSUNG 55" TV FOR MULTIMEDIA ROOM 2010-10-20 3,261 3,261 SL 3.000000000000 0 0 0  
MEDIA CENTER FOR 3-D TV 2010-11-04 1,008 1,008 SL 7.000000000000 0 0 0  
METAL SCREENING HVAC ENCLOSURE 2011-01-01 3,262 1,088 SL 39.000000000000 84 0 84  
CONVERT UNDER STAIR SPACE TO STORAGE 2011-03-03 4,529 1,453 ADS 40.000000000000 113 0 113  
CONTROLS FOR AIR HANDLER 2011-03-22 3,233 2,061 SL 20.000000000000 162 0 162  
PLASMA DISPLAY MONITOR W/CONTROLS & INSTALLATION 2011-05-03 41,026 41,026 SL 7.000000000000 0 0 0  
SECTIONAL SOFA 2011-10-21 1,863 1,863 SL 7.000000000000 0 0 0  
HP DV6-6145DX LAPTOP 2011-10-04 868 868 SL 3.000000000000 0 0 0  
AMBIENT MONITOR (BROMINE) 2012-05-10 1,207 1,207 SL 7.000000000000 0 0 0  
HP PAVILION DESKTOP COMPUTER (BRADY) 2012-05-30 1,302 1,302 SL 7.000000000000 0 0 0  
MAC BOOK PRO 2019-11-19 2,430 2,430 SL 3.000000000000 0 0 0  
EXTERIOR POND REPAIR 2012-08-03 14,389 14,389 SL 10.000000000000 0 0 0  
MAGNET GLASS WHITEBOARDS-JAMIE 2012-11-27 1,047 1,047 SL 7.000000000000 0 0 0  
MAGNET GLASS WHITEBOARDS-BLOSSOM 2012-11-27 1,047 1,047 SL 5.000000000000 0 0 0  
MAGNET GLASS WHITEBOARDS-JENNIE SUE 2012-11-27 1,047 1,047 SL 5.000000000000 0 0 0  
MAGNET GLASS WHITEBOARD-LISA 2012-11-27 1,047 1,047 SL 5.000000000000 0 0 0  
MAGNET GLASS WHITEBOARD-LIBRARY 2012-11-27 1,047 1,047 SL 5.000000000000 0 0 0  
JENNIE SUE MAC COMPUTER & MONITOR 2013-04-17 2,934 2,934 SL 7.000000000000 0 0 0  
IPO AVAYA PHONE SYSTEM UPGRADE 2013-09-27 1,109 1,109 SL 3.000000000000 0 0 0  
NEW VAV ADDITION DRAW #1 2013-11-01 6,832 6,832 SL 10.000000000000 0 0 0  
STANDUP DESK FURNITURE 2014-02-03 4,586 4,586 SL 7.000000000000 0 0 0  
TUOHY BENNEY DESK, BRIDGE, CREDENZA, AND HUTCH 2014-10-01 16,164 16,164 SL 7.000000000000 0 0 0  
JKAF CONFERENCE ROOM HW UPDATE 2014-05-02 51,828 51,828 SL 5.000000000000 0 0 0  
MBP 13.3 LAPTOP - NICK GROFF 2014-11-26 1,571 1,571 SL 5.000000000000 0 0 0  
MAC HOME BUSINESS BOOK ROGER QUARLES 2014-06-17 1,912 1,912 SL 5.000000000000 0 0 0  
UPGRADE DDC CONTROLS TO CARRIER IVU SYSTEM 2014-06-10 8,061 5,149 SL 15.000000000000 537 0 537  
CAMERA/DVR REPLACEMENT 2013-08-29 1,388 1,388 SL 7.000000000000 0 0 0  
EXECUTIVE CHAIR/GUEST CHAIR & GLASSBOARDS 2014-11-24 5,171 5,171 SL 7.000000000000 0 0 0  
DEFIBRILLATOR 2014-11-26 2,105 2,105 SL 5.000000000000 0 0 0  
SECURITY CAMERAS 2015-10-08 13,533 13,533 SL 5.000000000000 0 0 0  
SHARP 90' AQUOS FULL HD SMART 3D TV 2016-03-08 8,594 8,594 SL 5.000000000000 0 0 0  
17 NEW VAV BOX CONTROLLERS 2016-03-28 9,949 1,977 SL 39.000000000000 255 0 255  
JKAF HISTORICAL MUSEUM 2016-05-19 602,601 602,601 SL 7.000000000000 0 0 0  
WOODWAY 4 FRONT TREADMILL 2017-02-15 10,494 10,494 SL 5.000000000000 0 0 0  
C-CURE 800 SECURITY SYSTEM SOFTWARE 2017-02-17 3,754 3,754 SL 3.000000000000 0 0 0  
ETHERNET SWITCHES & LICENSES 2018-07-17 6,526 6,526 SL 3.000000000000 0 0 0  
TUOHY "DANZA" ADJUSTABLE HEIGHT WORK TABLE FOR HR OFFICE 2020-05-27 2,683 1,373 SL 7.000000000000 383 0 383  
25 FT COMMERCIAL FLAGPOLE 2020-11-12 1,740 363 SL 15.000000000000 116 0 116  
RALLY VIDEO CONFERENCING EQUIPMENT FOR MMR 2020-07-31 3,491 2,384 SL 5.000000000000 698 0 698  
DELL SYSTEM-WIDE SERVER 2020-08-21 6,453 4,302 SL 5.000000000000 1,291 0 1,291  
CISCO PHONE SYSTEM 2020-01-24 2,611 2,611 SL 5.000000000000 0 0 0  
FORD TRUCK TRANSIT WAGON 2020-04-07 52,843 39,633 SL 5.000000000000 10,569 0 10,569  
HVAV CHILLER SYSTEM 2020-05-31 36,646 3,367 SL 39.000000000000 940 0 940  
BIPOLAR IONIZATION SYSTEM 2021-01-31 9,603 718 SL 39.000000000000 246 0 246  
RECONDITION BOILER AT BAYBROOK 2022-07-20 2,685 101 SL 39.000000000000 69 0 69  
BAYBROOK KITCHEN REMODEL 2022-12-05 12,186 325 SL 39.000000000000 312 0 312  

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TY 2024 ExpenditureResponsibilityStmt
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
BLUUM
  		702 W IDAHO ST 600
BOISE,ID83702 		2024-06-16 3,225,300 SUPPORT BLUUM AS THE NON-PROFIT TO GROW HIGH-PERFORMING LEARNING MODELS FOR IDAHO AND LEAD THE "20 IN 10" INITIATIVE TO CREATE 20,000 HIGH-PERFORMING CHARTER SCHOOL SEATS IN TEN YEARS. BLUUM IS COMMITTED TO THE GOAL OF IMPROVING STUDENT ACHIEVEMENT AND EXPANDING SCHOOL CHOICE OPTIONS IN ALL FORMS AND APPROACHES TO BEST MEET THE NEEDS OF IDAHO'S CHILDREN AND FAMILIES. BLUUM WILL WIDELY SHARE ALL LESSONS LEARNED FROM THIS EFFORT TO GROW NEW SCHOOLS TO HELP SCHOOL DISTRICTS, SCHOOLS AND OTHER ORGANIZATIONS IN IDAHO IMPROVE THEIR PERFORMANCE AND SERVICES FOR STUDENTS AND FAMILIES. 3,225,300 NO   2025-10-31 BLUUM MET OR EXCEEDED ALL EXPECTED OUTCOMES AND EXERCISED APPROPRIATE EXPENDITURE RESPONSIBILITY AS REQUIRED IN THE GRANT AGREEMENT. BLUUM IS COMMITTED TO THE "20 IN 10" INITIATIVE OF THE FOUNDATION TO CREATE 20,000 NEW HIGH-PERFORMING IDAHO SCHOOL SEATS IN 10 YEARS (2024). BLUUM HAS CREATED 19,545 NEW HIGH-PERFORMING SCHOOL SEATS SINCE THE INITIATIVE LAUNCHED IN 2014 AND HAS SUPPORTED 38 IDAHO SCHOOLS.
BLUUM
  		702 W IDAHO ST 600
BOISE,ID83702 		2024-06-15 150,000 AS PART OF THE ALL-DAY KINDERGARTEN INITIATIVE, THIS GRANT PROVIDES FUNDING FOR MAP (MEASURES OF ACADEMIC PROGRESS) TESTING AND ANALYSIS TO MEASURE PERFORMANCE AND ACADEMIC GROWTH. DEMONSTRATE THE IMPORTANCE OF ALL-DAY KINDERGARTEN TO CREATING ACADEMIC ACHIEVEMENT. 150,000 NO   2025-07-31 BLUUM MET OR EXCEED ALL EXPECTED OUTCOMES AND EXERCISED APPROPRIATE EXPENDITURE RESPONSIBILITY AS REQUIRED IN THE GRANT AGREEMENT. BLUUM PAID FOR FALL, WINTER AND SPRING NWEA MAP ASSESSMENTS FOR ALL BLUUM HPM SCHOOL STUDENTS IN GRADES K-12 AND EXTENDED THE OFFER TO PARTICIPATE TO PARTNER CATHOLIC SCHOOLS IN IDAHO.
BLUUM
  		702 W IDAHO ST 600
BOISE,ID83702 		2024-02-02 845,000 BLUUM TO SERVE AS THE INTERMEDIARY FOR THE IDAHO NEW SCHOOL LEADERS FELLOWSHIP. THE FELLOWSHIP IS A HIGHLY SELECTIVE ONE-YEAR EXPERIENCE TO TRAIN AND PREPARE A NEW SCHOOL LEADER WITH THE NECESSARY SKILLS AND KNOWLEDGE TO PLAN, DEVELOP, AND LAUNCH A HIGH-PERFORMING CHARTER SCHOOL. GRANTS EXPENDED DURING 2023 WERE FOR THE DEVELOPMENT OF TWO NEW HIGH-PERFORMING SCHOOL LEADERS. 845,000 NO   2025-07-31 DETERMINED THAT ALL OBJECTIVES AND EXPECTED OUTCOMES OF THE NEW SCHOOL LEADERS FELLOWSHIP WERE MET FOR ALL FELLOWS. FURTHER, WE CONCLUDED THAT EXPENDITURE RESPONSIBILITY WAS APPROPRIATELY EXERCISED BY THE GRANTEE IN ACCORDANCE WITH THE REQUIREMENTS OF THE GRANT AGREEMENT.
IDAHO EDUCATION NEWS (IEN)
  		555 WEST BANNOCK
BOISE,ID83702 		2024-11-15 507,740 TO ENSURE THAT PARENTS, BUSINESS LEADERS, PATRONS AND ALL EDUCATION STAKEHOLDERS WILL HAVE ACCESS TO PERTINENT AND ACCURATE INFORMATION RELATED TO EDUCATIONAL ISSUES. PRIMARY FOCUS IS TO PUBLISH INVESTIGATIVE JOURNALISM THAT PROMOTES TRANSPARENCY AND ACCOUNTABILITY RELATED TO IDAHO'S K-12 AND HIGHER EDUCATION SYSTEMS, THE STATE DEPARTMENT OF EDUCATION, THE STATE BOARD OF EDUCATION, INDIVIDUAL SCHOOLS AND DISTRICTS, SCHOOL BOARDS AND ALL LEGISLATIVE GOVERNING BODIES 507,740 NO   2025-07-31 DETERMINED THAT ALL OBJECTIVES AND EXPECTED OUTCOMES OF THE GRANT AGREEMENT WERE MET OR EXCEEDED AND THAT IEN EXERCISED APPROPRIATE EXPENDITURE RESPONSIBILITY REQUIRED BY THE GRANT AGREEMENT. IEN IS THE ONLY EDUCATION NEWS SOURCE IN THE STATE AND HAS BECOME THE STANDARD FOR ACCOUNTABILITY OF ACADEMIC PERFORMANCE AND THE SPENDING OF STATE TAX DOLLARS. THE IDAHO NEWS OUTLET HAS SEEN THEIR TRAFFIC INCREASE IN EVERY CATEGORY SINCE 2019, PARTICULARLY IN THE AREAS OF EMAIL AND PODCAST SUBSCRIBERS. IEN BOASTS AN ASTOUNDING 900,000 UNIQUE USERS FROM AROUND THE COUNTRY AND THE WORLD.
IMAGINE IDAHO FOUNDATION
  		PO BOX 3084
KETCHUM,ID83340 		2024-10-04 250,000 SERVE AS A RESOURCE AND PROVIDE EXPERTISE TO EDUCATE, COALESCE AND LEVERAGE COMMUNITY LEADERSHIP THROUGHOUT RURAL IDAHO TO DEPLOY SIGNIFICANT FEDERAL AND STATE FUNDING FOR BROADBAND COMMUNICATION INFRASTRUCTURE TO UNSERVED AND UNDERSERVED RURAL SCHOOLS AND COMMUNITIES. 250,000 NO   2025-01-31 DETERMINED THAT ALL OBJECTIVES AND EXPECTED OUTCOMES OF THE GRANT AGREEMENT WERE MET AND THAT THE IMAGINE IDAHO FOUNDATION EXERCISED APPROPRIATE EXPENDITURE RESPONSIBILITY REQUIRED BY THE GRANT AGREEMENT. THE IMAGINE IDAHO TEAM HAS MADE GREAT STRIDES IN SUPPORTING ITS 10 PARTNER PROJECTS COVERING 12 COUNTIES AND ONE CITY FOR A TOTAL OF OVER 195,000 IDAHOANS IMPACTED.

TY 2024 InvestmentsCorpStockSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENT PORTFOLIO-NORTHERN TRUST 398,005,612 537,693,962
INVESTMENT PORTFOLIO-GOLDMAN SACHS 78,625,209 95,727,271
INVESTMENT PORTFOLIO-PARTNERSHIPS/OTHER 120,759,750 212,721,208

TY 2024 LandEtcSchedule2
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SOFA TABLE CONFERENCE ROOM 2,270 2,270 0 0
BUFFET TABLE AND GLASS TOP CONFERENCE ROOM 2,491 2,491 0 0
BOOKCASE-FOUNDATION RECEPTION AREA 183 183 0 0
DESK, RETURN, CHAIR/F. MUNNING 814 814 0 0
PAPER SHREDDER 1,322 1,322 0 0
STONE TO STONE BRONZE SCULPTURE 8,188 8,188 0 0
TEA FOR TWO BRONZE SCULPTURE 9,279 9,279 0 0
FIRST TEACHER BRONZE SCULPTURE 22,707 22,707 0 0
WARM SPINGS CREEK OIL PAINTING 7,880 7,880 0 0
WARMTH OF THE DAY PAINTING 16,534 16,534 0 0
REFRAME ARTWORK 4,301 3,635 666 666
CHAIRS DAVIS LOWBACK (12) 12,355 12,355 0 0
CHAIRS - CHERRY MEDIA ROOM (30) 14,510 14,510 0 0
CHAIRS SIDE (24) 15,864 15,864 0 0
CHAIRS (SWIVEL LOW BACK) 1 1,079 1,079 0 0
CHAIR STORAGE CART (5) 1,964 1,964 0 0
LAMPS DONGHIA VASO (2) 2,565 2,565 0 0
KRUEGER PLANTER - LARGE 12,899 12,899 0 0
KRUGER PLANTER - SMALL 4,095 4,095 0 0
WORK STATIONS 4 POD (2) 163,323 163,323 0 0
FILES LATERAL SMED 6 AS A UNIT 14,121 14,121 0 0
FILES LATERAL SMED 5 AS A UNIT (2) 19,787 19,787 0 0
WORK STATIONS 2 POD (2) 90,126 90,126 0 0
DAKOTA DINING TABLES (4) 5,122 5,112 10 10
DAKOTA DINING CHAIRS (16) 6,923 6,919 4 4
BERNHARDT LOBBY CHAIRS (6) 16,024 16,014 10 10
TUOHY SOFA (2) 12,848 12,848 0 0
TUOHY CHAIRS (4) 15,932 15,932 0 0
KRUEGER PLANTER SMALL # 2 (2) 1,365 1,365 0 0
METACOR WASTEBASKETS (18) 3,177 3,177 0 0
(4) HP 4000 LASERJET PRINTERS 6,510 6,510 0 0
CUSTOM BENCHES FOR RESTROOMS (2) 1,152 1,152 0 0
(12) LOUNGE CHAIRS (FIRST FLOOR OPEN AREAS) 47,074 47,074 0 0
CONNETING TABLES - MULTIMEDIA ROM 22,377 22,377 0 0
(3) TABLE TRANSPORT DOLLYS - MULTIMEDIA ROOM 2,883 2,883 0 0
OCCATIONAL TABLE - LOBBY 1,333 1,333 0 0
(2) OCCATIONAL TABLES - LOBBY 3,120 3,120 0 0
(8) OFFICE CHAIRS NO ARMS 4,925 4,925 0 0
(4) BLACK CHAIRS CHROMED 4,640 4,640 0 0
CHAIR LOW BACK CHROMED 1,005 1,005 0 0
ANIGRE PEDISTAL - TEA FOR TWO BRONZE SCULP #38 557 557 0 0
INTERIOR DESIGN SERVICES 2,750 2,750 0 0
KITCHEN WARE-1ST FL BREAKROOM 4,288 4,288 0 0
ART - KATHRYN ALBERTSON PARK - OIL 7,235 7,235 0 0
(7) BRUETON CUSTOM TABLES 21,194 21,194 0 0
(2) PICTURES - BREAK ROOM 2,297 2,297 0 0
WATER FEATURE - LANDSCAPE DESIGN 1,575 1,575 0 0
TUOHY CUSTOM DESK WITH CREDENZA/CABINET 21,305 21,305 0 0
(3) TUOHY CUSTOM DESKS WITH CABINETS 30,273 30,273 0 0
DAVIS CONNECT LEGS 1,528 1,528 0 0
(2) BRUETON CONCERTO TABLES 6,228 6,228 0 0
BUILDING 501 BAYBROOK COURT - COST IS 50.19 OF TOTAL 3,978,468 2,685,467 1,293,001 1,293,001
14 WORKSTATIONS SMEAD 324,114 324,114 0 0
WASTEBASKETS METCOR (15) 1,434 1,434 0 0
PRIVACY SCREENS FOR RESTROOMS 2,762 2,762 0 0
MICROEDGE GRANT MGT SOFTWARE 39,600 39,600 0 0
DAVIS CANTILEVER LOW BACK CHAIRS NO ARMS (14) 8,122 8,122 0 0
15 DAVIS ARM CHAIRS 7,314 7,314 0 0
4 PATIO UMBRELLAS 1,466 1,466 0 0
CAMERA PURCHASED BY LISA REED 631 631 0 0
DAVIS CANTILEVER SIDE 5,949 5,949 0 0
FILE LABEL HOLDERS FOR LATERAL FILES (100) 830 830 0 0
PATIO TALBLES AND BENCHES 6,656 6,656 0 0
BATHROOM ADDITION FOR MULTI-MEDIA ROOM 36,656 24,131 12,525 12,525
BRONZE SCULPTURE MR & MRS A - LAROSE ONE OF A KIND 91,350 91,350 0 0
HP LASERJET 5 PRINTER 827 827 0 0
HP LASERJET 5 PRINTER 827 827 0 0
SHIPPING & REPATINA MR & MRS ALB STATUE 1,798 1,798 0 0
COAT RACK 533 533 0 0
DIGITAL CAMERA 461 461 0 0
HP REFURBISHED LASERJET 4000N PRINTER 1,232 1,232 0 0
ANIGRE CONSOLE CART-MULTIMEDIA ROOM 4,911 4,911 0 0
WATERFEATURE PUMPS 1,779 1,779 0 0
FAS ASSET ACCT SOFTWARE 1,346 1,346 0 0
SONY DIGITAL-8 CAMCORDER 699 699 0 0
FRONT ALUM GATES 2,440 2,440 0 0
VAV BOX/ML KINNEY'S OFFICE 2,805 2,805 0 0
LANDSCAPE BOULDERS 1,556 960 596 596
MULTIFLOW DRAINAGE & LANDSCAPE JUNIPERS 1,176 724 452 452
WIRELESS SOUND SYSTEM - MULTMEDIA CONF ROOM 2,141 2,141 0 0
OUTDOOR UTILITY SHED 11,199 6,953 4,246 4,246
SONY MAVICA DIGITAL CAMERA 630 630 0 0
NEW PROJECTOR FOR MULTIMEDIA ROOM/UPGRADE 14,418 14,418 0 0
PANEL FOR MULTI MEDIA RM VIEWPOINT 3,110 3,110 0 0
HP COLOR LASERJET 5500DTN 4,655 4,655 0 0
CANON COPIER 24,078 24,078 0 0
SUTDIO MX 2004 CD (DREAMWEAVER FULL VERSION) 1,793 1,793 0 0
VISUAL STUDIO NET PRO 2003 MEDIA CD/ADOBE 1,873 1,873 0 0
CABINET SHELVES FOR C. OLSON 361 361 0 0
SHELVES FOR LIBRARY CUBICLE 2,821 2,821 0 0
FIREWALL SOFTWARE 2,356 2,356 0 0
UPS- SWITCH ROOM - POWERWARE 9170 2,046 2,046 0 0
SHELVES FOR LIBRARY CUBICLE - INSTALLATION 2,640 2,640 0 0
GHOST IMAGING SOFTWARE 1,097 1,097 0 0
TV / STEREO FOR 1ST FLOOR EXERCISE ROOM 3,424 3,424 0 0
EQUIPMENT RACK - MULTI MEDIA ROOM 3,722 3,722 0 0
EXERCISE ROOM - REMODEL 6,231 2,934 3,297 3,297
CISCO SWITCH & WIRELESS 20,603 20,603 0 0
MMR ACCORDIAN DOOR 3,098 3,098 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
MICRON TRANSPORT LAPTOP - T2400- BOARD MEMBERS 2,701 2,701 0 0
DATA CABINET - SWITCH ROOM 3,566 3,566 0 0
SOUND SYSTEM UPDATE - MULTIMEDIA ROOM (MICS, SOUND ENHANCE GEAR) 21,116 21,116 0 0
FDN LIBRARY & MUSEUM 15,203 15,203 0 0
STORAGE SHEVLES AT HANGER 1,674 1,674 0 0
ROOF - 501 BAYBROOK 105,417 45,899 59,518 59,518
MPC CLIENT PRO 385 DESKTOP COMPUTER 1,840 1,840 0 0
MPC T-2500 LAPTOP 3,252 3,252 0 0
MPC T-2500 LAPTOP 3,252 3,252 0 0
MPC T-2500 LAPTOP 3,252 3,252 0 0
MPC T-2500 LAPTOP 3,252 3,252 0 0
BOILER - REPLACEMENT 8,020 8,020 0 0
AUXILLARY COOLING - SERVER ROOM 4,759 4,759 0 0
MICROSOFT OFFICE 2007 7,275 7,275 0 0
SONICWALL FIREWALL 9,213 9,213 0 0
KVM SWITCH FOR SERVER ROOM 1,824 1,824 0 0
SYMANTEC GHOSTING SOFTWARE 996 996 0 0
AVAYA IPO 500 TELEPHONE SYSTEM 12,624 12,624 0 0
HD SERIES COLOR CAMERA 830 830 0 0
SMART BOARD 680I3 6,119 6,119 0 0
SHAREPOINT SOFTWARE & SETUP 4,542 4,542 0 0
WEB BLADE PLUS SETUP 2,198 2,198 0 0
BARRACUDA SPAM FIREWALL 300 1,274 1,274 0 0
ACRONIS BACKUP & RECOVERY 3,041 3,041 0 0
CHRIS HP PAVILION DV6T 2,667 2,667 0 0
MULTI MEDIA HP PAVILION DV6T SELECT NOTEBOOK PC 2,932 2,932 0 0
NEW CARPET 51,202 51,202 0 0
EXTERIOR H20 FEATURE STAINING 12,490 12,393 97 97
COLUMBIA SOFT-FILING SYSTEM SOFTWARE 4,552 4,552 0 0
SAMSUNG 55" TV FOR MULTIMEDIA ROOM 3,261 3,261 0 0
MEDIA CENTER FOR 3-D TV 1,008 1,008 0 0
METAL SCREENING HVAC ENCLOSURE 3,262 1,172 2,090 2,090
CONVERT UNDER STAIR SPACE TO STORAGE 4,529 1,566 2,963 2,963
CONTROLS FOR AIR HANDLER 3,233 2,223 1,010 1,010
PLASMA DISPLAY MONITOR W/CONTROLS & INSTALLATION 41,026 41,026 0 0
SECTIONAL SOFA 1,863 1,863 0 0
HP DV6-6145DX LAPTOP 868 868 0 0
AMBIENT MONITOR (BROMINE) 1,207 1,207 0 0
HP PAVILION DESKTOP COMPUTER (BRADY) 1,302 1,302 0 0
MAC BOOK PRO 2,430 2,430 0 0
EXTERIOR POND REPAIR 14,389 14,389 0 0
MAGNET GLASS WHITEBOARDS-JAMIE 1,047 1,047 0 0
MAGNET GLASS WHITEBOARDS-BLOSSOM 1,047 1,047 0 0
MAGNET GLASS WHITEBOARDS-JENNIE SUE 1,047 1,047 0 0
MAGNET GLASS WHITEBOARD-LISA 1,047 1,047 0 0
MAGNET GLASS WHITEBOARD-LIBRARY 1,047 1,047 0 0
JENNIE SUE MAC COMPUTER & MONITOR 2,934 2,934 0 0
IPO AVAYA PHONE SYSTEM UPGRADE 1,109 1,109 0 0
NEW VAV ADDITION DRAW #1 6,832 6,832 0 0
STANDUP DESK FURNITURE 4,586 4,586 0 0
TUOHY BENNEY DESK, BRIDGE, CREDENZA, AND HUTCH 16,164 16,164 0 0
JKAF CONFERENCE ROOM HW UPDATE 51,828 51,828 0 0
MBP 13.3 LAPTOP - NICK GROFF 1,571 1,571 0 0
MAC HOME BUSINESS BOOK ROGER QUARLES 1,912 1,912 0 0
UPGRADE DDC CONTROLS TO CARRIER IVU SYSTEM 8,061 5,686 2,375 2,375
CAMERA/DVR REPLACEMENT 1,388 1,388 0 0
EXECUTIVE CHAIR/GUEST CHAIR & GLASSBOARDS 5,171 5,171 0 0
DEFIBRILLATOR 2,105 2,105 0 0
SECURITY CAMERAS 13,533 13,533 0 0
SHARP 90' AQUOS FULL HD SMART 3D TV 8,594 8,594 0 0
17 NEW VAV BOX CONTROLLERS 9,949 2,232 7,717 7,717
JKAF HISTORICAL MUSEUM 602,601 602,601 0 0
WOODWAY 4 FRONT TREADMILL 10,494 10,494 0 0
C-CURE 800 SECURITY SYSTEM SOFTWARE 3,754 3,754 0 0
ETHERNET SWITCHES & LICENSES 6,526 6,526 0 0
TUOHY "DANZA" ADJUSTABLE HEIGHT WORK TABLE FOR HR OFFICE 2,683 1,756 927 927
25 FT COMMERCIAL FLAGPOLE 1,740 479 1,261 1,261
RALLY VIDEO CONFERENCING EQUIPMENT FOR MMR 3,491 3,082 409 409
DELL SYSTEM-WIDE SERVER 6,453 5,593 860 860
CISCO PHONE SYSTEM 2,611 2,611 0 0
FORD TRUCK TRANSIT WAGON 52,843 50,202 2,641 2,641
HVAV CHILLER SYSTEM 36,646 4,307 32,339 32,339
BIPOLAR IONIZATION SYSTEM 9,603 964 8,639 8,639
RECONDITION BOILER AT BAYBROOK 2,685 170 2,515 2,515
BAYBROOK KITCHEN REMODEL 12,186 637 11,549 11,549


TY 2024 LegalFeesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,666 0 0 15,666


TY 2024 OtherAssetsSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENTS RECEIVABLE 108,856 836,344 836,344
INVESTMENT IN AFH 700,207 206,544 206,544
INVESTMENT IN IOF 3,000 3,000 3,000


TY 2024 OtherExpensesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING/ BRANDING 18,896 0 0 18,896
AUTO EXPENSE 2,983 0 0 2,983
BANK CHARGE 332 0 0 332
CHARITABLE GRANT EXPENSES 34,994 0 0 34,994
CHARITABLE GRANT EXPENSES - BEHAVIORAL HEALTH INITIATIVE 423,683 0 0 423,683
CHARITABLE GRANT EXPENSES - CHARTER SCHOOL LEADERSHIP RETREAT 234,089 0 0 234,089
CHARITABLE GRANT EXPENSES - WOMEN'S LEADERSHIP INITIATIVE 132,502 0 0 132,502
COMPUTER EXPENSE 46,828 11,264 0 35,564
DUES & SUBSCRIPTIONS 4,140 1,147 0 2,993
EMPLOYEE BENEFITS 979 0 0 979
EQUIPMENT PURCHASE 43,321 0 0 43,321
GIFTS 4,383 0 0 4,383
INSURANCE 21,198 0 0 21,198
INVESTMENT MANAGEMENT EXPENSES 6,269,684 6,269,684 0 0
KITCHEN SUPPLIES 13,008 3,129 0 9,879
MAINTENANCE & REPAIRS 7,031 1,691 0 5,340
OFFICE & OTHER SUPPLIES 3,258 784 0 2,474
POSTAGE & FREIGHT 17 0 0 17
RENTAL EXP-EQUIPMENT 2,325 559 0 1,766
TELEPHONE EXPENSE 2,285 550 0 1,735
TRAINING 472 0 0 472


TY 2024 OtherIncomeSchedule2
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP K-1 UBTI 2,017,801   2,017,801
PARTNERSHIP-OTHER INCOME 498,365 498,365 498,365
TAX EXEMPT INTEREST 98,636   98,636


TY 2024 OtherIncreasesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description Amount
UNREALIZED GAINS 228,941


TY 2024 OtherLiabilitiesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED INTEREST PAYABLE 989,364 750,429


TY 2024 TaxesSchedule
Name:
JA & KATHRYN ALBERTSON FOUNDATION INC
EIN:
82-6012000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 92,887 22,342 0 70,545
STATE INCOME TAXES 17,913 17,913 0 0
FOREIGN TAX 732,809 732,809 0 0
EXCISE TAX 1,005,944 0 0 0