WASHAKIE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-18
- IRS object ID
- 202311089349101701
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-18T11:24:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 weeks | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | stephen | PersonFirstNm |
| Person Last | weeks | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,846,667 | 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 | $1,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $886,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $77,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,054 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40,683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $434,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $434,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $263,140 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,154 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,402,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,365,052 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,472,009 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $306,959 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,710 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,504 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,954,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,740,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,846,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,954,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,740,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,954,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,740,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,954,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,740,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,954,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,740,916 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,740,916 | 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 | $886,151 | GrossSalesPriceAmt |
| Cost Or Other Basis | $750,626 | CostOrOtherBasisAmt |
| Gain Or Loss | $135,525 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $135,525 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,525 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,658 | SubtotalAmt |
| Tax Based On Investment Income | $3,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,315 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,315 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,343 | TaxDueAmt |
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 | $77,054 | 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 | $8,164,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,605,738 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,605,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,476,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $423,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $423,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,658 | TotalTaxAmt |
| Distributable Before Adj | $420,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $420,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $420,175 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,683 | 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 | $474,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420,175 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $441,567 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $474,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $441,567 | AppliedToYear1Amt |
| Applied To Current Year | $33,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $387,059 | 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 (51 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 | $2,500 |
| 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 | $10,000 |
| 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 | $10,000 |
| 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 | $10,000 |
| 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 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 WEST 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $2,500 |
| DENVER RESCUE MISSION | |||||||
| PO BOX 5206 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $5,000 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $10,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 3336 BRADSHAW RD STE 335 | SACRAMENTO | CA | 95827 | N/A | PC | General & Unrestricted | $2,500 |
| GRAND CANYON TRUST INC | |||||||
| 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | N/A | PC | General & Unrestricted | $2,500 |
| 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 | 46204 | 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 |
| INSTITUTE FOR FREE SPEECH | |||||||
| 1150 CONNECTICUT AVE NW STE 801 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 |
| LABYRINTH INC | |||||||
| 38 COMMERCE ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $2,500 |
| LIFEMOVES | |||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $2,500 |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS | |||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | N/A | PC | General & Unrestricted | $2,500 |
| 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 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | projects West of the Mississippi and within the Intercontinental United States | $2,500 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| KVMR 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| KVMR 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | Bridge Street Project | $25,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | Radiolab programs | $1,500 |
| PACIFICA FOUNDATION INC | |||||||
| 8150 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $2,500 |
| PEN AMERICAN CENTER INC | |||||||
| 588 BROADWAY RM 303 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $5,000 |
| POINT REYES BIRD OBSERVATORY | |||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 94954 | N/A | PC | General & Unrestricted | $27,500 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| QUIVIRA COALITION INC | |||||||
| 1413 2ND ST STE 1 | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $5,000 |
| RIVERTON MUSEUM | |||||||
| 700 EAST PARK AVE | RIVERTON | WY | 82501 | N/A | GOV | General & Unrestricted | $3,500 |
| SAMARITAN HOUSE | |||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | N/A | PC | General & Unrestricted | $5,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | N/A | PC | General & Unrestricted | $2,500 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | Sequoia Forestkeeper projects | $3,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | Sequoia Forestkeeper projects | $3,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | to be employed at the sole discretion of the Executive Director on Forestkeeper projects and expenses | $12,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | Sequoia Forestkeeper projects and expenditures | $3,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | to be used at the sole discretion of the Executive Director for Sequoia Forestkeeper projects/expenditures | $37,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 836 | WELDON | CA | 93283 | N/A | PC | to be used at the sole discretion of the Executive Director for Sequoia Forestkeeper projects/expenditures | $3,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $125,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 117 NEW MOHAWK RD STE H | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $32,500 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Mulatto Meadows Riding Program | $2,500 |
| 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 | $2,500 |
| 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 | $2,500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Sustainable Ranching Initiative fund | $2,500 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| PO BOX 758517 | 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 | $434,000 | 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 | $1,818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,851 | 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 | $135,525 | 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 | $340,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,194 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GENERAL MTRS - 3.700% - 05/09/ | BondNm |
| EOY Book Value | $100,710 | EOYBookValueAmt |
| EOYFMV | $99,504 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $160,814 | $282,818 |
| ACCENTURE PLC | $73,383 | $173,446 |
| ALERIAN MLP ETF | $262,730 | $243,648 |
| ALPHABET INC CL A | $159,744 | $326,451 |
| AMAZON COM | $217,131 | $201,600 |
| APPLE INC | $42,364 | $337,818 |
| AT&T, INC | $161,592 | $138,075 |
| BROADCOM INC | $198,268 | $209,674 |
| CHEVRON CORP | $143,226 | $251,286 |
| COHEN & STEERS QLTY INCM RLTY | $243,603 | $211,232 |
| DANAHER CORP | $136,272 | $272,056 |
| DOW INC | $151,256 | $141,092 |
| HOME DEPOT INC | $81,166 | $189,516 |
| HONEYWELL INTL | $152,183 | $219,658 |
| ISHARES S&P U.S. PREFERRED STO | $278,761 | $228,975 |
| JOHN HANCOCK PFD INCOME FUND I | $102,186 | $70,560 |
| JOHNSON & JOHNSON | $137,264 | $185,483 |
| JP MORGAN CHASE | $168,887 | $201,150 |
| LINDE PLC COM | $132,933 | $228,326 |
| MICROSOFT CORP | $157,945 | $473,644 |
| MONDELEZ INTERNATIONAL INC | $99,648 | $159,960 |
| PALO ALTO NETWORKS INC | $97,055 | $293,034 |
| PFIZER INC | $186,349 | $297,192 |
| PROCTER GAMBLE CO | $108,687 | $151,560 |
| ROCKWELL AUTOMATION INC | $106,260 | $231,813 |
| SPDR DOUBLELINE TOTAL RETURN T | $249,288 | $200,200 |
| SPDR GOLD SHARES | $336,169 | $474,991 |
| TRUIST FINANCIAL CORPORATION | $167,945 | $139,288 |
| UNION PACIFIC | $70,902 | $160,479 |
| VANGUARD SF REIT ETF | $158,136 | $148,464 |
| VERIZON COMMUNICATIONS | $255,398 | $177,300 |
| VISA INC | $117,169 | $207,760 |
| WILLIAMS COS | $250,338 | $243,460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $40,658 | $40,658 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $77,054 | Amt |
| Net Investment Income | $77,054 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $2,300 | Amt |