EYAS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EYAS FOUNDATION (EIN 83-0321698)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-29
- IRS object ID
- 202312419349100301
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-29T04:47:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 WEWATTA STREET SUITE 400 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802026479 | 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 | 830321698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EYAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EYAS | BusinessNameControlTxt |
| Phone | 3076740848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 WETLANDS DRIVE SUITE 102 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAB WIDENER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3076740848 | PhoneNum |
| Signature | 2023-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAB | PersonFirstNm |
| Person Last | WIDENER JR | 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 | PJ KOVACH | PreparerPersonNm |
| PTIN | P00954161 | PTIN |
| Phone | 3032925400 | PhoneNum |
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 | $1,954,367 | 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 | $44,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $694,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,345 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $637 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $637 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $180,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,093 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,547 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,547 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,325 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,547 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $226,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $226,284 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,768,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,734,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,492,260 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $37,765 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $129,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $198,058 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,056,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,954,367 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,056,034 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,126,735 | 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 | $2,056,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,056,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,056,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,126,735 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SOLD 282 SHARES OF VERIZON COMMUNICATIONS | P | 2021-12-01 | 2022-02-17 | $14,902 | $14,264 | $638 | $638 |
| SOLD 128 SHARES OF EXXON MOBIL CORP | P | 2021-11-09 | 2022-08-26 | $12,631 | $8,384 | $4,247 | $4,247 |
| SOLD 461 SHARES OF CVS HEALTH CORP COM | P | 2020-11-20 | 2022-01-27 | $49,163 | $30,527 | $18,636 | $18,636 |
| SOLD 717 SHARES OF CISCO SYS INC | P | 2018-07-17 | 2022-01-27 | $40,305 | $31,991 | $8,314 | $8,314 |
| SOLD 52 SHARES OF KYNDRYL HOLDINGS INC | P | 2021-01-08 | 2022-02-07 | $831 | $1,280 | -$449 | -$449 |
| SOLD 0.667 SHARES OF CONSTELLATION ENERGY CORP | P | 2020-11-20 | 2022-02-07 | $32 | $25 | $7 | $7 |
| SOLD 795 SHARES OF WELLS FARGO & CO NEW | P | 2020-11-20 | 2022-02-17 | $45,071 | $20,348 | $24,723 | $24,723 |
| SOLD 170 SHARES OF APPLE INC | P | 2020-03-11 | 2022-02-17 | $29,113 | $12,988 | $16,125 | $16,125 |
| SOLD 186 SHARES OF CHEVRON CORP | P | 2020-11-20 | 2022-02-17 | $24,836 | $15,980 | $8,856 | $8,856 |
| SOLD 236 SHARES OF PNC FINL SVCS GP | P | 2020-11-17 | 2022-03-03 | $45,792 | $30,325 | $15,467 | $15,467 |
| DISTRIBUTION OF THE NET SETTLEMENT FUND | P | 2021-01-01 | 2022-03-07 | $119 | $119 | $119 | |
| SOLD 170 SHARES OF CHEVRON CORP | P | 2020-11-20 | 2022-03-17 | $26,971 | $14,606 | $12,365 | $12,365 |
| SOLD 240 SHARES OF CONSTELLATION ENERGY CORP | P | 2020-11-20 | 2022-03-31 | $13,554 | $9,006 | $4,548 | $4,548 |
| INITIAL DISTRIBUTION FROM THE RE SIGNET JEWELRY LTD SEC LITIGATION | P | 2021-01-01 | 2022-04-04 | $289 | $289 | $289 | |
| SOLD 0.787 SHARES OF WARNER BROS DISCOVERY | P | 2019-10-01 | 2022-04-14 | $21 | $29 | -$8 | -$8 |
| SOLD 435 SHARES OF RAYTHEON TECHNOLOGIES CORP | P | 2020-11-20 | 2022-04-28 | $42,523 | $30,454 | $12,069 | $12,069 |
| SOLD 363 SHARES OF COMCAST CORP (NEW) CLASS A | P | 2020-11-20 | 2022-05-26 | $15,936 | $17,939 | -$2,003 | -$2,003 |
| SOLD 871 SHARES OF COMCAST CORP (NEW) CLASS A | P | 2020-11-20 | 2022-07-12 | $34,763 | $43,045 | -$8,282 | -$8,282 |
| SOLD 481 SHARES OF GILEAD SCIENCE | P | 2021-02-10 | 2022-07-12 | $29,996 | $32,459 | -$2,463 | -$2,463 |
| SOLD 491 SHARES OF BRISTOL MYERS SQUIBB CO | P | 2020-02-04 | 2022-08-25 | $35,328 | $30,783 | $4,545 | $4,545 |
| SOLD 135 SHARES OF MERCK & CO INC NEW COM | P | 2021-06-16 | 2022-08-26 | $12,196 | $10,405 | $1,791 | $1,791 |
| SOLD 18 SHARES OF UNITEDHEALTH GP INC | P | 2020-11-20 | 2022-08-26 | $9,700 | $6,048 | $3,652 | $3,652 |
| SOLD 171 SHARES OF MCDONALDS CORP | P | 2020-11-20 | 2022-10-04 | $40,870 | $36,589 | $4,281 | $4,281 |
| SOLD 151 SHARES OF HONEYWELL INTL INC | P | 2020-11-20 | 2022-10-04 | $26,713 | $30,458 | -$3,745 | -$3,745 |
| SOLD 722 SHARES OF EXELON CORP | P | 2020-11-20 | 2022-10-26 | $27,339 | $21,438 | $5,901 | $5,901 |
| SOLD 200 SHARES OF NUTRIEN LTD | P | 2012-02-28 | 2022-11-30 | $15,613 | $23,786 | -$8,173 | -$8,173 |
| SOLD 500 SHARES OF VALE S.A | P | 2012-02-28 | 2022-11-30 | $8,015 | $12,922 | -$4,907 | -$4,907 |
| SOLD 189 SHARES OF EXXON MOBIL CORP | P | 2021-11-09 | 2022-12-02 | $21,033 | $12,379 | $8,654 | $8,654 |
| SOLD 282 SHARES OF REALTY INCOME CORP | P | 2020-11-20 | 2022-12-02 | $17,550 | $16,078 | $1,472 | $1,472 |
| SOLD 260 SHARES OF WARNER BROS DISCOVERY | P | 2019-10-01 | 2022-12-02 | $2,982 | $7,986 | -$5,004 | -$5,004 |
| SOLD 104 SHARES OF ORION OFFICE REIT | P | 2021-11-17 | 2022-12-02 | $977 | $2,114 | -$1,137 | -$1,137 |
| SOLD 105 SHARES OF MORGAN STANLEY | P | 2020-03-11 | 2022-12-09 | $9,217 | $3,982 | $5,235 | $5,235 |
| SOLD 82 SHARES OF LOCKHEED MARTIN CORP | P | 2020-11-20 | 2022-12-21 | $39,899 | $30,322 | $9,577 | $9,577 |
| PROLOGIS INC COM. | P | 2021-01-01 | 2022-12-30 | $5 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,345 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,160 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,160 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,160 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,954 | 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 | $5,954 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,794 | OverpaymentAmt |
| Applied To ES Tax | $3,794 | 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 | 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 | KAREN KOYAMA-BREEN | IndividualWithBooksNm |
| Phone | 3076740848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2340 WETLANDS DRIVE SUITE 102 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | 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 |
|---|---|---|---|---|---|---|---|---|
| PAB WIDENER JR | ||||||||
| 568 BEAVER CREEK ROAD | SHERIDAN | WY | 82801 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RONALD W PRESTFELDT | ||||||||
| 4 TURNBERRY DRIVE | SHERIDAN | WY | 82801 | MEMBER | 0.00 | $0 | $0 | $0 |
| LUCY N WIDENER | ||||||||
| 568 BEAVER CREEK ROAD | SHERIDAN | WY | 82801 | MEMBER | 0.00 | $0 | $0 | $0 |
| SAMUEL L WIDENER | ||||||||
| 1070 LOCUST ST | DENVER | CO | 80220 | MEMBER | 0.00 | $0 | $0 | $0 |
| BENJAMIN B WIDENER | ||||||||
| 1110 BIG GOOSE RD | SHERIDAN | WY | 82801 | MEMBER | 0.00 | $0 | $0 | $0 |
| PETER R WIDENER | ||||||||
| 30 HARLEQUIN DR | SHERIDAN | WY | 82801 | MEMBER | 0.00 | $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 | $1,707,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,944,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,944,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,915,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,160 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,160 | TotalTaxAmt |
| Distributable Before Adj | $93,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,147 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,907 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $576 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,480 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,480 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,480 | 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 | $3,992 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN CORNERSTONE INSTITUTE | |||||
| PO BOX 1216 | MERRIFIELD | VA | 22116 | ADVANCEMENT OF FAITH, LIBERTY, COMMUNITY & LIFE. | $1,100 |
| ARCHIVES OF FALCONRY | |||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | COLLECT, PRESERVE & INTERPRET GLOBAL FALCONRY HISTORY, ART, LITERATURE AND MATERIAL CULTURE. | $20,000 |
| BIG HORN BASEBALL CLUB | |||||
| 2 CARDIFF CT | SHERIDAN | WY | 82801 | YOUTH BASEBALL | $10,000 |
| THE BRINTON MUSEUM | |||||
| PO BOX 460 | BIG HORN | WY | 82833 | PRESERVATION OF GROUNDS & ART COLLECTIONS GALA PROJECT | $200 |
| DELTA WATERFOWL FOUNDATION | |||||
| PO BOX 3128 | BISMARCK | ND | 58502 | DUCK CONSERVATION | $10,000 |
| HILLSDALE COLLEGE | |||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | INDEPENDENT INSTITUTION OF HIGHER LEARNING | $1,000 |
| JUDICIAL WATCH | |||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PROMOTION OF TRANSPARENCY, ACCOUNTABILITY AND INTEGRITY IN GOVERNMENT, POLITICS & LAW | $5,000 |
| MULE DEER FOUNDATION | |||||
| 1939 S 4130 W SUITE H | SALT LAKE CITY | UT | 84104 | CONSERVATION OF MULE DEER & THEIR HABITAT | $10,000 |
| THE PEREGRINE FUND | |||||
| 5668 WEST FLYING HAWK LANE | BOISE | ID | 83709 | CONSERVATION OF BIRD OF PREY WORLDWIDE | $10,000 |
| SHATTUCK-ST MARY'S SCHOOL | |||||
| PO BOX 218 | FARIBAULT | MN | 55021 | EDUCATIONAL OPERATIONS | $1,000 |
| SHERIDAN HIGH SCHOOL BOOSTER CLUB | |||||
| 1056 LONG DR | SHERIDAN | WY | 82801 | TRACK CLUB - POLE VAULTS | $1,200 |
| TURNING POINT USA | |||||
| PO BOX 90790 | PHOENIX | AZ | 85066 | IDENTIFY, EDUCATE, TRAIN & ORGANIZE STUDENTS TO PROMOTE FREEDOM. | $1,000 |
| WYOMING AGRICULTURE IN THE CLASSROOM | |||||
| PO BOX 347 | CHEYENNE | WY | 82003 | TO DEVELOP STUDENTS' UNDERSTANDING OF WYOMING'S VAST RESOURCES IN ORDER THAT THEY BECOME INFORMED CITIZENS, CAPABLE OF SERVING AS STEWARDS FOR WYOMING'S FUTURE | $5,000 |
| WYOMING RESCUE MISSION | |||||
| PO BOX 2030 | CASPER | WY | 82602 | THANKSGIVING MEALS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,600 | 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 | $44,445 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $637 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $188 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,789 | ExclusionAmt |
| Related Or Exempt Function Incm | $825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,614 | 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 | 7 | LineNumberTxt |
| Relationship Statement | OTHER INCOME | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,093 | Amt |
| Net Investment Income | $6,547 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,547 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SECTION 897 CAPITAL GAIN | AssetDesc |
| Acquired | 2021-01 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $188 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $188 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PROLOGIS PERPETUAL PFD | BondNm |
| EOY Book Value | $36,673 | EOYBookValueAmt |
| EOYFMV | $37,765 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $31,629 | $47,514 |
| ACCENTURE PLC IRELAND CL A | $36,854 | $35,757 |
| AIR PROD & CHEM INC | $33,753 | $38,224 |
| AMGEN INC | $28,995 | $35,982 |
| APOLLO GLBL MNGMT LLC | $37,836 | $36,488 |
| APPLE INC | $14,069 | $17,281 |
| AT&T INC | $54,790 | $49,191 |
| BANK OF AMERICA CORP | $19,574 | $24,244 |
| BROADCOM INC | $35,602 | $40,257 |
| CITIGROUP INC | $205,711 | $56,990 |
| COCA-COLA COMPANY | $61,012 | $73,215 |
| CROWN CASTLE INTL CORP | $29,651 | $24,822 |
| EATON CORP LC SHS | $38,034 | $38,610 |
| EXXON MOBIL CORP | $24,686 | $39,156 |
| GABELLI NAT RES | $80,302 | $25,600 |
| HOME DEPOT INC | $30,433 | $35,692 |
| INTL BUSINESS MACHINES | $32,904 | $40,576 |
| JOHNSON & JOHNSON | $53,921 | $60,591 |
| JPMORGAN CHASE & CO | $37,244 | $43,180 |
| MEDTRONIC INC | $34,590 | $25,803 |
| MERCK & CO INC | $26,205 | $37,723 |
| MICROSOFT CORP | $30,289 | $34,294 |
| MORGAN STANLEY | $3,831 | $8,502 |
| NEXTERA ENERGY INC | $30,179 | $33,774 |
| NIKE INC B | $35,779 | $47,272 |
| NUTRIEN FKAPOTASHCPSASKATCHEWAN | $23,786 | $14,606 |
| PEABODY ENERGY CORP | $194,697 | $52,840 |
| PEPSICO INC NC | $35,989 | $40,287 |
| PFIZER INCORPORATED | $38,559 | $39,147 |
| PROCTER & GAMBLE CO | $41,001 | $48,044 |
| REALTY INCOME CORP | $44,269 | $48,080 |
| SCHLUMBERGER LTD | $46,260 | $26,730 |
| SHERWIN WILLIAMS CO | $39,320 | $37,261 |
| UNITEDHEALTH GP INC | $24,193 | $38,173 |
| VALE S.A | $12,922 | $8,485 |
| VALERO ENERGY CP | $37,998 | $37,424 |
| VERIZON COMMUNICATIONS | $62,503 | $56,854 |
| VISA INC | $37,015 | $37,397 |
| WAL-MART STORES INC | $38,057 | $39,843 |
| WELLS FARGO & CO NEW | $10,136 | $16,351 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRECIOUS METALS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $129,200 | BookValueAmt |
| EOYFMV | $198,058 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $15,588 | $15,588 | $0 |
| BANK SERVICE CHARGES | $6 | $3 | $0 |
| OFFICE RENT | $5,400 | $2,700 | $0 |
| POSTAGE/SHIPPING | $42 | $21 | $0 |
| SAFE DEPOSIT BOX | $26 | $13 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 1250 GAIN INCOME- MS PLATFORM CREDIT | Desc |
| Revenue And Expenses Per Books | $637 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $637 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $158 | Amt |
| Net Investment Income | $158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |