GRETCHEN SWANSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRETCHEN SWANSON FAMILY FOUNDATION INC (EIN 47-6024650)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202443029349100719
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T11:36:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470698853 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAND & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 REGENCY PARKWAY | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 | 476024650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN SWANSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRET | BusinessNameControlTxt |
| Phone | 4024637500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4935 BATTLEFIELD DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68152 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA L BUCHOLZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4024637500 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE MULLER | PreparerPersonNm |
| PTIN | P01798781 | PTIN |
| Phone | 4023978822 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,907,977 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $487,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,634,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,869,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,634,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,121,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,118,162 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,939 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,939 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,433,227 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,433,227 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,613,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,433,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$491,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,937,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,124 | CashBOYAmt |
| Cash EOY | $125,689 | CashEOYAmt |
| Cash EOYFMV | $125,689 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $665,301 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $384,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $384,866 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,825,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,012,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,893,760 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,387,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,455,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,314,822 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $896,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,295,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,188,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,785,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,274,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,907,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,785,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,274,119 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,785,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,274,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,785,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,274,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,785,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$491,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,293,363 | SubtotalAmt |
| Other Decreases | $19,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,274,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ST COVERED | 2023-01-01 | 2023-12-31 | $1,121,350 | $1,836,377 | -$715,027 | -$715,027 | |
| ST NON COVERED | 2023-01-01 | 2023-12-31 | $54,104 | $54,104 | $0 | $0 | |
| LT COVERED | 2022-01-01 | 2023-12-31 | $4,446,745 | $4,216,333 | $230,412 | $230,412 | |
| LT NON COVERED | 2022-01-01 | 2023-12-31 | $2,244,442 | $128,755 | $2,115,687 | $2,115,687 | |
| CAPITAL GAINS DIVIDENDS | $3,074 | $3,074 | $3,074 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,634,146 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$715,027 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,937 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,937 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,937 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,138 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,138 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,201 | OverpaymentAmt |
| Applied To ES Tax | $13,201 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3073265490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HCR 63 BOX 17 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA L BUCHOLZ | ||||||||
| HC 63 BOX 17 | SARATOGA | WY | 82331 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAWRENCE K SHEEHAN | ||||||||
| 9290 WEST DODGE ROAD 303 | OMAHA | NE | 68114 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN P EHLY | ||||||||
| 4930 BATTLEFIELD DRIVE | OMAHA | NE | 68152 | TREASURER | 1.00 | $0 | $0 | $0 |
| FREDERICK S BUCHOLZ | ||||||||
| 4930 BATTLEFIELD DRIVE | OMAHA | NE | 68152 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BESSIE JOHNS BUCHOLZ | ||||||||
| HC 63 BOX 17 | SARATOGA | WY | 82331 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN F BUCHOLZ | ||||||||
| HC 63 BOX 17 | SARATOGA | WY | 82331 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,888,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,251,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,139,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,139,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $482,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,657,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,582,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,582,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,937 | TotalTaxAmt |
| Distributable Before Adj | $1,555,940 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,555,940 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,555,940 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,433,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,433,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,555,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $697,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,433,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $697,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,555,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $179,561 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $179,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $179,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA BUCHOLZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HCR 63 BOX 17 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4024537500 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN LEGION POST #54 | ||||||
| 626 S 3RD ST | FERNANDINA BEACH | FL | 32034 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $25,000 |
| BUFFALO BILL HISTORICAL CENTER | ||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | N/A | SUPPORT OF THE CODY FIREARMS MUSEUM | $75,000 |
| CAMP MISHAWAKA INC | ||||||
| 21525 MISHAWAKA RD | GRAND RAPIDS | MN | 55744 | N/A | UN | $50,000 |
| COCO POINT FUND | ||||||
| 7101 WISCONSIN AVENUE | BETHESDA | MD | 20814 | N/A | HURRICANE IRMA RELIEF FUND | $100,000 |
| CORBETT MEDICAL FOUNDATION | ||||||
| PO BOX 343 | SARATOGA | WY | 82331 | N/A | GRETCHEN VELDE EF, BRUSH CREEK BASH | $530,727 |
| EAGLE MOUNT | ||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | N/A | GENERAL | $50,000 |
| ENCAMPMENT PRESCHOOL | ||||||
| PO BOX 718 | ENCAMPMENT | WY | 82325 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| GRAND ENCAMPMENT MUSEUM | ||||||
| PO BOX 43 | ENCAMPMENT | WY | 82325 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| KING RANCH INSTITUTE FOR RANCH MANAGMENT | ||||||
| 700 UNIVERSITY BLVD MSC 137 | KINGSVILLE | TX | 78363 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $10,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | ||||||
| PO BOX 273 | CASPER | WY | 82602 | N/A | MAKE-A-WISH PROGRAM | $5,000 |
| MD ANDERSON CANCER CENTER | ||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $10,000 |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $25,000 |
| NORTH PLATTE VALLEY MEDICAL CENTER | ||||||
| 1300 W BRIDGE AVE | SARATOGA | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $50,000 |
| PLATTE VALLEY COMMUNITY CENTER | ||||||
| PO BOX 128 | SARATOGA | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $105,000 |
| PLATTE VALLEY MARTIAL ARTS | ||||||
| PO BOX 1270 | SARATOGA | WY | 82331 | N/A | GENERAL | $10,000 |
| RIVERSIDE-ENCAMPMENT VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 5 | ENCAMPMENT | WY | 82325 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| RYAN PARK VOLUNTEER FIRE DEPARTMENT | ||||||
| 15 FIRE FOX DR | RYAN PARK | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| SAN ANTONIO BOTANICAL SOCIETY | ||||||
| PO BOX 6569 | SAN ANTONIO | TX | 78209 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $25,000 |
| SARATOGA HISTORICAL & CULTURAL ASSN | ||||||
| POBOX 1131 | SARATOGA | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| SARATOGA VOLUNTEER FIRE DEPARTMENT | ||||||
| 16628 FARM TO MARKET RD 770 | SARATOGA | TX | 77585 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| TEXAS CHILDRENS HOSPITAL | ||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | N/A | IN HONOR OF DR. C. D. FRASER, JR | $10,000 |
| TEXAS CHRISTIAN UNIVERSITY | ||||||
| TCU BOX 298240 | FORT WORTH | TX | 76129 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $50,000 |
| UNIVERSITY OF VIRGINIA | ||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | N/A | HISTORIC BUILDING & GROUNDS FUND | $50,000 |
| UNIVERSITY OF WYOMING | ||||||
| 222 SOUTH 22ND ST | LARAMIE | WY | 82070 | N/A | WATERSHED GRADUATE ASSISTANTSHIP | $872,500 |
| VALLEY VILLAGE | ||||||
| PO BOX 128 | SARATOGA | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $100,000 |
| WESTERN LANDOWNERS ALLIANCE | ||||||
| PO BOX 6278 | SANTE FE | NM | 87502 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $25,000 |
| WOODBERRY FOREST SCHOOL | ||||||
| 440 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | N/A | KURT S BUCHOLZ FAMILY SCHOLARSHIP FU | $100,000 |
| WYOMING AGRICULTURE IN THE CLASSROOM | ||||||
| PO BOX 347 | CHEYNNE | WY | 82003 | N/A | GENERAL | $2,500 |
| WYOMING NATURAL RESOURCE | ||||||
| 517 E 19TH STREET | CHEYENNE | WY | 82001 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| WYOMING STOCK GROWERS AGRICULTURAL LAND TRUST | ||||||
| 113 E 20TH STREET | CHEYENNE | WY | 82003 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $105,000 |
| YELLOW DOG CONSERVATION & COMM FUND | ||||||
| 213 SOUTH WILSON | BOZEMAN | MT | 59715 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| SOUTH CENTRAL WYOMING EMS | ||||||
| 1402 S RIVER ST | SARATOGA | WY | 82331 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $5,000 |
| RIBBONS OF HOPE | ||||||
| PO BOX 5456 | DE PERE | WI | 54115 | N/A | UNRESTRICTED -GENERAL OPERATING FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,433,227 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $487,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,634,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,121,615 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,121,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,939 | Amt |
| Net Investment Income | $2,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,455,609 | EOYBookValueAmt |
| EOYFMV | $4,314,822 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,012,799 | EOYBookValueAmt |
| EOYFMV | $25,893,760 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGED TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,295,156 | BookValueAmt |
| EOYFMV | $3,188,840 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $19,244 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES - 5023 | $12,238 | $12,238 | $0 | $0 |
| INVESTMENT FEES - 5031 | $156,338 | $156,338 | $0 | $0 |
| INVESTMENT FEES - 5049 | $8,494 | $8,494 | $0 | $0 |
| OFFICE SUPPLIES | $209 | $209 | $0 | $0 |
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