WASHAKIE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-15
- IRS object ID
- 202402289349101150
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T22:33:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261459358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washakie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN R WEEKS | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,000,318 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $785,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,775,504 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $785,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,006,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,006,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $74,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,089 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,043 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $38,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,342 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $534,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $932,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $275,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $544,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $544,242 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,365,052 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,283,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,006,715 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,710 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,002 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $449,361 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,740,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,278,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,000,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,740,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,278,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,740,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,278,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,740,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,278,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,740,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $534,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $6,278,107 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,278,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,775,504 | GrossSalesPriceAmt |
| Cost Or Other Basis | $989,731 | CostOrOtherBasisAmt |
| Gain Or Loss | $785,773 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $785,773 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $785,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,958 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,958 | SubtotalAmt |
| Tax Based On Investment Income | $12,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42 | OverpaymentAmt |
| Applied To ES Tax | $42 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Stephen Weeks | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Tacy Weeks Hahn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $74,089 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,974,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,435,725 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,435,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,309,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,958 | TotalTaxAmt |
| Distributable Before Adj | $402,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $405,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $405,001 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $392,492 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $387,059 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $392,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $387,059 | AppliedToYear1Amt |
| Applied To Current Year | $5,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $399,568 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,500 |
| ANGEL FLIGHT WEST INC | |||||||
| 3161 DONALD DOUGLAS LOOP S | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | FUNDS TO DEVELOP AND EXTEND THE BOYS AND GIRLS CLUB IN CENTRAL WYOMING | $15,000 |
| BOYS AND GIRLS CLUB OF CHEYENNE WYOMING INC | |||||||
| 515 W JEFFERSON RD | CHEYENNE | WY | 82007 | N/A | PC | A PLACE FOR CHEYENNE YOUTH TO GATHER SAFELY AND TO BUILD SKILLS THAT WILL HELP THEM TO LEAD GOOD LIVES | $12,500 |
| BUILDING FOR THE ARTS NY INC | |||||||
| 5TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $3,000 |
| CALIFORNIA PLANNED PARENTHOOD EDUCATION FUND INCOR | |||||||
| 1201 K ST STE 710 | SACRAMENTO | CA | 95814 | N/A | PC | General & Unrestricted | $5,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 3615 S HURON ST STE 206 | ENGLEWOOD | CO | 80110 | N/A | PC | General & Unrestricted | $3,000 |
| CASPER FAMILY YMCA | |||||||
| 1611 CASPER MOUNTAIN RD | CASPER | WY | 82601 | N/A | PC | TO HELP CREATE A POSITIVE ENVIRONMENT FOR CASPER YOUTH, AN ENVIRONMENT THAT WILL HELP THEM GROW INTO GOOD CITIZENS | $12,500 |
| CHARLES ARMSTRONG SCHOOL | |||||||
| 1405 SOLANA DR | BELMONT | CA | 94002 | N/A | PC | General & Unrestricted | $2,500 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 509 W 38TH ST FL 5 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| DENVER RESCUE MISSION | |||||||
| PO BOX 5206 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $15,000 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $10,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | N/A | PC | General & Unrestricted | $2,500 |
| FREEDOM OF THE PRESS FOUNDATION | |||||||
| 49 FLATBUSH AVE 1017 | BROOKLYN | NY | 11217 | N/A | PC | funds Toward the campaign to stop the extradition of Julian Assange | $5,000 |
| GREATER YELLOWSTONE COALITION INC | |||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $2,500 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | FUNDS TO PROMOTE AND ENCOURAGE YOUNG JOURNALISTS TO LEARN THE CRAFT | $5,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 6460 | INDIANAPOLIS | IN | 46206 | N/A | PC | RARE BOOK AND MANUSCRIPT DEPARTMENT OF THE LILLY LIBRARY, ESPECIALLY LETTERS AND DIARIES FROM THE OLD WEST | $3,500 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,500 |
| LEAGUE TO SAVE LAKE TAHOE | |||||||
| 2877 LAKE TAHOE BLVD | S LAKE TAHOE | CA | 96150 | N/A | PC | General & Unrestricted | $5,000 |
| LIFEMOVES | |||||||
| 2550 GREAT AMERICA WAY STE 201 | SANTA CLARA | CA | 95054 | N/A | PC | General & Unrestricted | $5,000 |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS | |||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL CENTER FOR EQUINE FACILITATED THERAPY | |||||||
| 880 RUNNYMEDE RD | WOODSIDE | CA | 94062 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | TO HELP THOSE APPLICANTS WHO NEED FINANCIAL ASSISTANCE TO ATTEND THE NOLS PROGRAMS | $10,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | projects West of the Mississippi | $15,000 |
| NATURE BRIDGE | |||||||
| 1033 FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PC | General & Unrestricted | $5,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | Bridge Street Project | $25,000 |
| PACIFICA FOUNDATION INC | |||||||
| 3729 CAHUENGA BLVD W | LOS ANGELES | CA | 91604 | N/A | PC | General & Unrestricted | $2,500 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY 303 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $5,000 |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 94954 | N/A | PC | General & Unrestricted | $35,000 |
| QUIVIRA COALITION INC | |||||||
| 1413 2ND ST STE 1 | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $5,000 |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $2,500 |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | N/A | PC | General & Unrestricted | $5,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $30,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK RD STE H | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $35,000 |
| SOUL FIRE FARM INSTITUTE INC | |||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | N/A | PC | General & Unrestricted | $5,000 |
| STREETSQUASH INC | |||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $3,000 |
| THE CARTER CENTER INC | |||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $2,500 |
| URBAN TILTH | |||||||
| 323 BROOKSIDE DR | RICHMOND | CA | 94801 | N/A | PC | General & Unrestricted | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,650 |
| WIND RIVER CULTURAL CENTERS FOUNDATION | |||||||
| 450 N 2ND ST RM 320 | LANDER | WY | 82520 | N/A | PC | the Riverton Museum | $3,000 |
| WIND RIVER CULTURAL CENTERS FOUNDATION | |||||||
| 450 N 2ND ST RM 320 | LANDER | WY | 82520 | N/A | PC | the "I Light History" Campaign | $1,500 |
| WIND RIVER CULTURAL CENTERS FOUNDATION | |||||||
| 450 N 2ND ST RM 320 | LANDER | WY | 82520 | N/A | PC | the Pioneer Museum in Lander | $3,000 |
| WOODSIDE-PORTOLA VALLEY FIRE FOUNDATION | |||||||
| 808 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | N/A | PC | General & Unrestricted | $1,500 |
| WORK TO RIDE INC | |||||||
| 98 CHAMOUNIX DR | PHILADELPHIA | PA | 19131 | N/A | PC | General & Unrestricted | $5,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $2,500 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,737 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $785,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,006,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,006,363 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISCOVER BK - 4.800% - 05/16/2 | $149,850 | $149,564 |
| MORGAN STANLEY - 5.100% - 05/0 | $150,120 | $149,879 |
| WELLS FARGO BANK - 5.150% - 05 | $150,032 | $149,918 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $128,651 | $216,958 |
| ACCENTURE PLC | $73,383 | $228,092 |
| ALERIAN MLP ETF | $262,730 | $272,128 |
| ALPHABET INC CL A | $130,774 | $366,686 |
| AMAZON COM | $170,120 | $265,895 |
| APPLE INC | $34,811 | $394,687 |
| AT&T, INC | $161,592 | $125,850 |
| BHP BILLITON LIMITED | $200,465 | $218,592 |
| BROADCOM INC | $158,615 | $334,875 |
| CHEVRON CORP | $143,226 | $208,824 |
| COHEN & STEERS QLTY INCM RLTY | $131,471 | $126,390 |
| DANAHER CORP | $120,383 | $237,124 |
| DOW INC | $151,256 | $153,552 |
| HOME DEPOT INC | $81,166 | $207,930 |
| ISHARES S&P U.S. PREFERRED STO | $278,760 | $233,925 |
| JOHN HANCOCK PFD INCOME FUND I | $102,186 | $71,010 |
| JOHNSON & JOHNSON | $137,264 | $164,577 |
| JP MORGAN CHASE | $168,887 | $255,150 |
| LINDE PLC COM | $112,501 | $236,158 |
| MICROSOFT CORP | $106,174 | $394,842 |
| MONDELEZ INTERNATIONAL INC | $99,648 | $173,832 |
| NVIDIA CORP | $394,351 | $408,557 |
| PALO ALTO NETWORKS INC | $63,316 | $412,832 |
| PFIZER INC | $120,413 | $103,644 |
| PHILLIPS 66 | $190,861 | $239,652 |
| PROCTER GAMBLE CO | $108,687 | $146,540 |
| ROCKWELL AUTOMATION INC | $85,675 | $225,098 |
| SPDR DOUBLELINE TOTAL RETURN T | $249,288 | $201,250 |
| SPDR GOLD SHARES | $336,168 | $535,275 |
| VANGUARD SF REIT ETF | $158,136 | $159,048 |
| VERIZON COMMUNICATIONS | $255,398 | $169,650 |
| VISA INC | $117,169 | $260,350 |
| WILLIAMS COS | $250,338 | $257,742 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $38,317 | $38,317 | |
| Bank Charges | $48 | $48 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $74,089 | Amt |
| Net Investment Income | $74,089 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $3,700 |
| 990-PF Excise Tax for 2022 | $1,343 |