MARY H STORER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARY H STORER FOUNDATION (EIN 83-0335956)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-23
- IRS object ID
- 202321749349100907
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-23T12:54:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830331229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | 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 | 830335956 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY H STORER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 3076342151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 820031088 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM B MANNING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3076342151 | PhoneNum |
| Signature | 2023-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADAM | PersonFirstNm |
| Person Last | MANNING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA J ELLIOTT | PreparerPersonNm |
| PTIN | P01208382 | PTIN |
| Phone | 3076342151 | PhoneNum |
| Preparation | 2023-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $22,721,563 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,125,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $660,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $660,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,837 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,053 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,601 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,522 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,522 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,371 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,235,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,235,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,531,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,282,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$870,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $491,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $747,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,831 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,356,165 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,429,556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,316,382 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,241,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,993,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,095,547 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,693,741 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,724,112 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,226,063 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,946,460 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,690,266 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,351,897 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $350,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $686,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $799,843 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,336,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,455,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,721,563 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,336,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,455,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,336,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,455,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,336,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,455,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,336,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$870,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,465,812 | SubtotalAmt |
| Other Decreases | $10,057 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,455,755 | 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 |
|---|---|---|---|---|---|---|---|
| STOCK SALES | 2022-01-01 | 2022-12-31 | $2,959,059 | $3,431,195 | -$472,136 | -$472,136 | |
| STOCK SALES | 2021-01-01 | 2022-12-31 | $4,118,301 | $3,513,950 | $604,351 | $604,351 | |
| INVESCO DB K-1 | 2022-12-31 | $19,122 | $6,336 | $12,786 | $12,786 | ||
| INVESCO DB K-1 | 2022-12-31 | $28,684 | $30 | $28,654 | $28,654 | ||
| CAPITAL GAINS DIVIDENDS | $619 | $619 | $619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,400 | 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 | $38,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,570 | OverpaymentAmt |
| Applied To ES Tax | $7,200 | AppliedToESTaxAmt |
| Refund | $24,370 | 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 | WY | 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 | BRENDA J ELLIOTT | IndividualWithBooksNm |
| Phone | 3076342151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 W 18TH STREET | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82001 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ADAM MANNING | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR,PRESIDENT | 2.00 | $1,000 | $0 | $0 |
| DAVID C WIND | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 2.00 | $1,000 | $0 | $0 |
| GORDON W GERDS | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAMES W HEARNE | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR,SECRETARY,TREASUR | 2.00 | $1,000 | $0 | $0 |
| BLAKE MANNING | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 2.00 | $1,000 | $0 | $0 |
| PETER S MANNING | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 2.00 | $1,000 | $0 | $0 |
| JAMES L WALTER | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KATE MANNING | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR, EXECUTIVE CHAIRMAN | 2.00 | $1,000 | $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 | $23,714,911 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,467,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,467,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,100,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,205,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,205,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,830 | TotalTaxAmt |
| Distributable Before Adj | $1,198,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,198,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,198,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,282,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,282,732 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,198,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,198,509 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,282,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,198,509 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,113,966 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF WASHINGTON | ||||||||
| 19031 33RD AVE W 301 | LYNNWOOD | WA | 98036 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| ANIMALS AND HUMANS IN DISASTER INC | ||||||||
| 610 E BELL RD STE 2-271 | PHOENIX | AZ | 85022 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 2201 E CAMELBACK RD 405B | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| ARIZONA SMALL DOG RESCUE | ||||||||
| 1102 W HATCHER | PHOENIX | AZ | 85021 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| ASANTE | ||||||||
| 2650 SISKIYOU BLVD | MEDFORD | OR | 97504 | NONE | PUBLIC CHARITY | GENERAL USE | $50,000 | |
| BOYS & GIRLS CLUB OF WHATCOM COUNTY | ||||||||
| 1616 CORNWALL AVE 111 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | GENERAL USE | $155,990 | |
| CARE 4 PAWS | ||||||||
| PO BOX 60524 | SANTA BARBARA | CA | 93160 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| CAMP CAVELL CONSERVANCY | ||||||||
| 3335 LAKESHORE RD | LEXINGTON | MI | 48450 | NONE | PUBLIC CHARITY | GENERAL USE | $45,000 | |
| CANINE ANGELS SERVICE TEAMS | ||||||||
| 13475 N APPLEGATE RD | GRANTS PASS | OR | 97527 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 | |
| CHEYENNE FRONTIER DAYS OLD WEST MUSEUM | ||||||||
| 4610 CAREY AVENUE | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 | |
| CHIKONDI HEALTH FOUNDATION | ||||||||
| PO BOX 210161 | MONTGOMERY | AL | 36121 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| CHILDREN'S MUSEUM OF CHEYENNE | ||||||||
| PO BOX 92 | CHEYENNE | WY | 82003 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| CLIMB WYOMING | ||||||||
| 123 EAST 17TH STREET | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| COMEA INC | ||||||||
| 1504 STINSON AVE | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| COWTOWN SKATE | ||||||||
| 215 W UNIVERSITY DR | TEMPE | AZ | 85281 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 | |
| FARMER'S FOOTPRINT | ||||||||
| 9450 SW GEMINI DR PMB 51154 | BEAVERTON | OR | 970087105 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| FRIDAY FOOD BAG FOUNDATION | ||||||||
| PO BOX 1186 | CHEYENNE | WY | 820031186 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| GRACE FOR 2 BROTHERS | ||||||||
| 1603 CAPITOL AVE STE 410 | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| HEALING HEARTS FOUNDATION | ||||||||
| 1384 MADISON AVE | MEMPHIS | TN | 38104 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| K9S 4 MOBILITY | ||||||||
| 11805 CAMPSTOOL ROAD | CHEYENNE | WY | 82007 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| KENYA RELIEF | ||||||||
| 101 1ST AVE NE STE 200 | CULLMAN | AL | 35055 | NONE | PUBLIC CHARITY | GENERAL USE | $55,000 | |
| KITCHEN ON THE STREETS | ||||||||
| 2650 E MOHAWK LN STE 168 | PHOENIX | AZ | 85050 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 | |
| KULSHAN COMMUNITY LAND TRUST | ||||||||
| 1715 C ST STE 201 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 | |
| MAX HIGBEE CENTER | ||||||||
| 1400 N STATE ST SUITE 101 | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| MEALS ON WHEELS OF CHEYENNE INC | ||||||||
| 2015 S GREELEY HWY | CHEYENNE | WY | 82007 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| MT BAKER PLANNED PARENTHOOD | ||||||||
| 1530 ELLIS STREET | BELLINGHAM | WA | 98225 | NONE | PUBLIC CHARITY | GENERAL USE | $75,000 | |
| NORTH PLATTE VALLEY MEDICAL CENTER | ||||||||
| 203 S 1ST ST | SARATOGA | WY | 82331 | NONE | PUBLIC CHARITY | GENERAL USE | $50,000 | |
| OKANOGAN LAND TRUST | ||||||||
| 203 2ND AVE S 120 | OKANOGAN | WA | 98840 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| PARKVIEW ELEMENTARY PTO | ||||||||
| W72N853 HARRISON AVENUE | CEDARBURG | WI | 53012 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| PEPPERMINT RIDGE | ||||||||
| 825 MAGNOLIA AVE | CORONA | CA | 92879 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 | |
| PHOENIX HERPETOLOGICAL SANCTUARY | ||||||||
| 20701 N SCOTTSDALE RD STE 107 PMB | SCOTTSDALE | AZ | 85255 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 | 401 |
| SHELTER FARM SANCTUARY | ||||||||
| 1837 SW COUNTY RD 769 | ARCADIA | FL | 34266 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| SOUTHWEST WILDLIFE CONSERVATION CENTER | ||||||||
| 27026 N 156TH ST | SCOTTSDALE | AZ | 85262 | NONE | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| ST JOSEPH CATHOLIC CHURCH | ||||||||
| 603 HOUSE AVE | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| THE BRIGID ALLIANCE INC | ||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL USE | $75,000 | |
| THE DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| 932 WILSON ST SUITE 2D | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY | GENERAL USE | $50,000 | |
| THE PINK FUND | ||||||||
| PO BOX 607 | SOUTHFIELD | MI | 48037 | NONE | PUBLIC CHARITY | GENERAL USE | $50,000 | |
| UNACCOMPANIED STUDENTS INITIATIVE | ||||||||
| PO BOX 22103 | CHEYENNE | WY | 82003 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| WYOMING AGRICULTURE IN THE CLASSROOM | ||||||||
| 129 E CARLSON ST | CHEYENNE | WY | 82009 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,235,990 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,302 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $660,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $660,839 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALES OF SECURITIES | RelationshipStatementTxt |
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 | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $5,675 | Amt |
| Net Investment Income | $2,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,837 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,320,166 | $2,856,178 |
| FOREIGN BONDS, NOTES, & DEBENTURES | $403,946 | $369,885 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER EQUITIES-MUTUAL FUNDS | $5,557,588 | $7,565,800 |
| STOCKS | $5,435,544 | $6,529,747 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,429,556 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,316,382 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOREIGN STOCK | AT COST | $299,964 | $391,140 |
| PRIVATE PLACEMENTS | AT COST | $66,976 | $54,275 |
| MUTUAL FUNDS | AT COST | $319,918 | $354,428 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE DUE TO K-1 REPORTING | Desc |
| Amt | $10,057 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $10,521 | $0 | $8,371 |
| PENALTIES | $595 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $164,053 | Amt |
| Net Investment Income | $164,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $13 | $12 |
| FOREIGN TAXES PAID | $2,588 | $2,588 | $0 |
| FEDERAL TAXES PAID | $70,538 | $0 | $0 |
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