EYAS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EYAS FOUNDATION (EIN 83-0321698)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349100408
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T02:14:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,145,238 | 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 | $48,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $873,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $177,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,906 | 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 | $12,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,332 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,332 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $27,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,552 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,954 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$27,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$27,877 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $118,037 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $118,037 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,531,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,732,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,757,220 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $243,627 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,409 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $129,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,449 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,937,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,988,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,145,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,937,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,988,480 | 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 | $1,937,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,988,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,937,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,988,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,937,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,988,480 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,988,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SOLD 468 SHARES OF ARCHER DANIELS MIDLAND | P | 2023-08-04 | 2024-01-23 | $24,917 | $40,449 | -$15,532 | -$15,532 |
| SOLD 414 SHARES OF SPDR BLOOMBERG 1-3 MO T-B | P | 2023-03-15 | 2024-02-20 | $37,939 | $37,943 | -$4 | -$4 |
| SOLD 1,845 SHARES OF SPDR BLOOMBERG 1-3 MO T-B | P | 2023-02-16 | 2024-02-20 | $169,074 | $169,011 | $63 | $63 |
| SOLD 72 SHARES OF BROADCOM INC | P | 2021-09-08 | 2024-02-29 | $93,388 | $35,602 | $57,786 | $57,786 |
| SOLD 124 SHARES OF AIR PROD & CHEM INC | P | 2021-03-19 | 2024-03-20 | $29,593 | $33,753 | -$4,160 | -$4,160 |
| SOLD 764 SHARES OF PFIZER INC | P | 2022-04-28 | 2024-04-17 | $19,530 | $38,559 | -$19,029 | -$19,029 |
| SOLD 180 SHARES OF VISA INC CL A | P | 2022-07-12 | 2024-05-31 | $48,582 | $37,015 | $11,567 | $11,567 |
| BANK OF AMERICA SEC SETTLEMENT | P | 2024-06-10 | $62 | $62 | $62 | ||
| SOLD 1,143 SHARES OF CORNING INC | P | 2023-06-16 | 2024-06-26 | $45,037 | $40,325 | $4,712 | $4,712 |
| SOLD 285 SHARES OF REPUBLIC SERVICES INC | P | 2023-03-14 | 2024-07-23 | $57,665 | $37,488 | $20,177 | $20,177 |
| SOLD 843 SHARES OF WALMART INC | P | 2022-08-25 | 2024-08-02 | $58,881 | $38,057 | $20,824 | $20,824 |
| SOLD 282 SHARES OF MICROSOFT CORP | P | 2020-11-20 | 2024-08-28 | $115,443 | $61,298 | $54,145 | $54,145 |
| SOLD 148 SHARES OF THE CIGNA GROUP | P | 2023-05-10 | 2024-09-26 | $50,780 | $39,141 | $11,639 | $11,639 |
| SOLD 1,443 SHARES OF VERIZON COMM | P | 2022-12-21 | 2024-11-11 | $58,721 | $62,503 | -$3,782 | -$3,782 |
| SOLD 332 SHARES OF MEDTRONIC PLC SHS | P | 2022-08-26 | 2024-11-11 | $29,347 | $34,590 | -$5,243 | -$5,243 |
| SOLD 237 SHARES OF CHEVRON CORP | P | 2023-09-07 | 2024-12-19 | $34,086 | $39,570 | -$5,484 | -$5,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,741 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,431 | 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 | $3,431 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,387 | OverpaymentAmt |
| Applied To ES Tax | $1,387 | 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 | $1,964,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,165,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,165,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,133,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,673 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,673 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,044 | TotalTaxAmt |
| Distributable Before Adj | $104,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,629 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,629 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,004 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $576 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,992 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,004 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,476 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,476 | 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 | $19,159 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN BRITTANY RESCUE INC | |||||
| 822 WILD GINGER RD | SUGAR GROVE | IL | 60554 | RESCUE OF BRITTANY DOGS | $500 |
| ARCHIVES OF FALCONRY | |||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | COLLECT, PRESERVE & INTERPRET GLOBAL FALCONRY HISTORY, ART, LITERATURE AND MATERIAL CULTURE | $25,000 |
| BIG HORN BASEBALL CLUB | |||||
| 2 CARDIFF CT | SHERIDAN | WY | 82801 | YOUTH BASEBALL | $10,000 |
| COWBOY JOE CLUB | |||||
| 1000 E UNIVERSITY AVE STE 3414 | LARAMIE | WY | 82071 | PROVIDING THE UNIVERSITY OF WYOMING STUDENT-ATHLETE WITH THE OPPORTUNITY TO SUCCEED IN THE CLASSROOM, COMPETITION AND LIFE | $5,000 |
| DELTA WATERFOWL FOUNDATION | |||||
| PO BOX 3128 | BISMARCK | ND | 58502 | DUCK CONSERVATION | $10,000 |
| EARTHSPAN | |||||
| 14990 HONODEL RD | WAYNESBORO | PA | 17268 | PEREGRINE RESEARCH | $5,000 |
| 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 | |||||
| 1785 EAST 1450 SOUTH STE 210 | CLEARFIELD | UT | 84015 | ENSURE THE CONSERVATION OF MULE DEER, BLACK-TAILED DEER & THEIR HABITAT | $10,000 |
| NATIONAL WORLD WAR II MUSEUM | |||||
| PO BOX 758590 | TOPEKA | KS | 66675 | PRESERVATION & HONOR THE HISTORY OF WORLD WAR II | $100 |
| SHERIDAN DOG & CAT SHELTER | |||||
| 84 E RIDGE RD | SHERIDAN | WY | 82801 | SAFE HAVEN FOR STRAY & SURRENDERED PETS UNTIL THEY CAN BE ADOPTED, REHABILITATED OR RETURNED TO THEIR OWNER | $500 |
| SHERIDAN HIGH SCHOOL BOOSTER CLUB | |||||
| 1056 LONG DRIVE | SHERIDAN | WY | 82801 | TRACK - POLE VAULT EQUIPMENT | $1,566 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | ADVANCE CURES & MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASED THROUGH RESEARCH & TREATMENT | $1,000 |
| TUNNEL TO TOWERS | |||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER AS WELL AS MILITARY & FIRST RESPONDERS WHO CONTINUE TO MAKE THE SUPREME SACRIFICE OF LIFE & LIMB FOR OUR COUNTRY | $2,500 |
| 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 NATURAL RESOURCE FOUNDATION | |||||
| 517 E 19TH ST | CHEYENNE | WY | 82001 | CONSERVATION OF WYOMING'S NATURAL RESOURCES, HERITAGE, & CULTURE | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,666 | 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 | $48,039 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,126 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,741 | ExclusionAmt |
| Related Or Exempt Function Incm | $111 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,780 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,237 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,017 | 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 | $12,663 | Amt |
| Net Investment Income | $6,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,332 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| SECTION 897 CAPITAL GAIN | 2023-01 | PURCHASED | 2024-12 | $107 | COST | $0 | $107 |
| DISTRIBUTION | 2024-01 | PURCHASED | 2024-12 | $4 | COST | $0 | $4 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PROLOGICS PERPETUAL PFD | BondNm |
| EOY Book Value | $36,673 | EOYBookValueAmt |
| EOYFMV | $35,409 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $31,629 | $52,244 |
| AMGEN INC | $28,995 | $35,708 |
| APPLE INC | $14,069 | $33,306 |
| BANK OF AMERICA CORP | $19,574 | $32,171 |
| BLACKROCK INC | $39,484 | $64,582 |
| CME GROUP INC | $40,368 | $45,285 |
| COLGATE-PALMOLIVE CO | $39,158 | $47,000 |
| CROWN CASTLE INTL CORP | $28,763 | $16,609 |
| EXXON MOBIL CORP | $24,686 | $38,187 |
| GABELLI NAT RES | $77,193 | $26,450 |
| HOME DEPOT INC | $30,433 | $43,956 |
| HONEYWELL INTL INC | $38,147 | $47,663 |
| JOHNSON & JOHNSON | $53,921 | $49,605 |
| JPMORGAN CHASE & CO | $37,244 | $77,187 |
| NEXTERA ENERGY INC | $30,179 | $28,963 |
| NORTHROP GRUMMAN | $30,986 | $30,973 |
| PEABODY ENERGY CORP | $194,697 | $41,880 |
| PROCTER & GAMBLE CO | $41,001 | $53,145 |
| SCHLUMBERGER LTD | $60,220 | $29,905 |
| SEMPRA | $32,702 | $39,474 |
| SHERWIN WILLIAMS CO | $39,320 | $53,369 |
| T-MOBILE US INC COM | $38,072 | $61,142 |
| UNITEDHEALTH GP INC | $24,194 | $36,422 |
| WELLS FARGO & CO NEW | $10,136 | $27,815 |
| ALPHABET INC CI A | $51,480 | $54,140 |
| ANALOG DEVICES INC | $46,531 | $43,129 |
| AT&T INC | $48,173 | $48,819 |
| BANK OF NEW YORK MELLOM CORP | $47,980 | $48,096 |
| CHENIERE ENERGY INC NEW | $46,979 | $59,089 |
| CHUBB LTD | $42,429 | $48,629 |
| CONSTELLATION ENERGY CORP | $39,750 | $45,413 |
| DELL INC | $46,776 | $47,364 |
| EATON CORP | $51,326 | $45,798 |
| FREEPORT MCMORAN COPPER & GOLD | $50,209 | $37,014 |
| GENL DYNAMICS CORP | $39,523 | $35,308 |
| GOLDMAN SACHS | $45,026 | $63,561 |
| M&T BANK CORP | $38,725 | $41,926 |
| MCDONALDS | $37,568 | $39,715 |
| MERCK & CO INC | $48,338 | $41,284 |
| STARBUCKS CORP WASHINGTON | $46,463 | $44,894 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $118,037 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $118,037 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $262,449 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $19,477 | $19,477 | $0 |
| BANK SERVICE CHARGES | $25 | $13 | $0 |
| OFFICE RENT | $8,100 | $4,050 | $0 |
| SAFE DEPOSIT BOX | $25 | $12 | $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 | $1,126 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,126 | AdjustedNetIncomeAmt |