WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WHEELER FAMILY FOUNDATION (EIN 83-0331386)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-25
IRS object ID
202222379349100027
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-25T15:56:23-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830220400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PORTER MUIRHEAD CORNIA & HOWARD CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2750AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830331386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WHEELER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone3074721000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16025 RIVER PARK DRAddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP826045319ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD WHEELERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3072621000PhoneNum
Signature2022-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastWHEELERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTABETHA L BERGE CPAPreparerPersonNm
PTINP01262191PTIN
Phone3072654311PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,517,714FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$68,485DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,485DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$888,647NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,675,130GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$888,647CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$957,132TotalRevAndExpnssAmt
Total Net Invst Incm$957,132TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,745AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,745AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,549TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,549TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,454OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,454OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,748TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,748TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$259,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$259,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,748TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,748TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$685,384ExcessRevenueOverExpensesAmt
Net Investment Income$944,384NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,520CashBOYAmt
Cash EOY$62,679CashEOYAmt
Cash EOYFMV$62,679CashEOYFMVAmt
Sav And Temp Cash Invst BOY$112,013SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$187,018SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$187,018SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,757,513CorporateStockBOYAmt
Corporate Stock EOY$3,370,733CorporateStockEOYAmt
Corporate Stock EOYFMV$5,268,017CorporateStockEOYFMVAmt
Total Assets BOY$2,935,046TotalAssetsBOYAmt
Total Assets EOY$3,620,430TotalAssetsEOYAmt
Total Assets EOYFMV$5,517,714TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,053,805CapitalStockBOYAmt
Capital Stock EOY$3,053,805CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$118,759RetainedEarningBOYAmt
Retained Earning EOY$566,625RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,935,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,620,430TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,935,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,620,430TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,935,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$685,384ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,620,430SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,620,430TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,675,130GrossSalesPriceAmt
Cost Or Other Basis$1,786,483CostOrOtherBasisAmt
Gain Or Loss$888,647GainOrLossAmt
Gains Minus Excess Or Losses$888,647GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$888,647CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,127InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,127SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,127TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,780EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,780TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$11,347TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD S WHEELERIndividualWithBooksNm
Phone3072621000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16025 RIVER PARK DRAddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD E WHEELER
5940 S CHESTNUT STCASPERWY82601PRESIDENT0.00$0$0$0
LINDA S WHEELER
5940 S CHESTNUT STCASPERWY82601SECRETARY0.00$0$0$0
RICHARD S WHEELER
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
PAULA M WHEELER
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
WENDY W FENTON
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
STEVEN L FENTON
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
DAVID N WHEELER
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
CATHRINE J WHEELER
5940 S CHESTNUT STCASPERWY82601DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,963,912AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$298,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,262,842TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,262,842AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,183,899NetVlNoncharitableAssetsAmt
Minimum Investment Return$259,195MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$259,195MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,127TaxBasedOnInvestmentIncomeAmt
Total Tax$13,127TotalTaxAmt
Distributable Before Adj$246,068DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$246,068DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$246,068DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$259,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$246,068DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,308ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,638ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,034ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,538ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$39,518TotalExcessDistributionCyovAmt
Qualifying Distributions$259,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$246,068AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,932RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$52,450TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,308ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$39,142ExcessDistriCyovToNextYrAmt
Excess From Year4$13,638ExcessFromYear4Amt
Excess From Year3$3,034ExcessFromYear3Amt
Excess From Year2$9,538ExcessFromYear2Amt
Excess From Current Year$12,932ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD E WHEELERContributingManagerNm
Contributing ManagerLINDA S WHEELERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTCORE
330 S CENTER ST 415CASPERWY82601NONE501(C)(3)GENERAL FUND$2,500
CASA OF NATRONA COUNTY
1701 EAST E STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$7,500
CENTRAL WYOMING HOSPICE AND TRANSITIONS
319 S WILSONCASPERWY82601NONE501(C)(3)GENERAL FUND$10,000
CENTRAL WYOMING RESCUE MISSION
PO BOX 2030CASPERWY82602NONE501(C)(3)GENERAL FUND$12,500
CHAPS
1590 SUGARLAND DRIVE STE BSHERIDANWY82801NONE501(C)(3)GENERAL FUND$1,500
CHILDHAVEN
316 BROADWAYSEATTLEWA98104NONE501(C)(3)GENERAL FUND$8,000
CLIMB WYOMING
1720 S POPLAR STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$10,000
CROSSROADS URBAN CENTER
347 SOUTH 400 EASTSALT LAKE CITYUT84111NONE501(C)(3)GENERAL FUND$11,000
ENGLISH SKILLS LEARNING CENTER
175 NORTH 600 WESTSALT LAKE CITYUT84116NONE501(C)(3)GENERAL FUND$6,000
FARESTART
700 VIRGINIA STREETSEATTLEWA98101NONE501(C)(3)GENERAL FUND$4,000
FOOD LIFELINE
1702 NE 150TH STREETSHORELINEWA98155NONE501(C)(3)GENERAL FUND$12,500
GTNP FUND - YOUTH CONSERVATION PROGRAM
PO DRAWER 170MOOSEWY83012NONE501(C)(3)GENERAL FUND$5,000
HABITAT FOR HUMANITY HEART OF WYO
145 N DURBIN STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$12,500
INTERMOUNTAIN PRIMARY CHILDREN'S HOSPITAL
100 N MARIO CAECCHI DRSALT LAKE CITYUT84113NONE501(C)(3)GENERAL FUND$5,000
MARY BENNION FOUNDATION
2546 E 2ND ST 400CASPERWY82609NONE501(C)(3)GENERAL FUND$3,000
NATRONA COUNTY MEALS ON WHEELS
1760 E 12TH STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$10,000
NEIGHBORCARE HEALTH
905 SPRUCE STREET SUITE 300SEATTLEWA98104NONE501(C)(3)GENERAL FUND$12,500
NEW BEGINNINGS
PO BOX 75125SEATTLEWA98175NONE501(C)(3)GENERAL FUND$10,000
PEOPLE HELPING PEOPLE
205 NORTH 400SALT LAKE CITYUT84103NONE501(C)(3)GENERAL FUND$10,000
RONALD MCDONALD HOUSE
1135 EAST SOUTH TEMPLESALT LAKE CITYUT84102NONE501(C)(3)GENERAL FUND$10,000
RONALD MCDONALD HOUSE
5000 40TH AVENUE NESEATTLEWA98105NONE501(C)(3)GENERAL FUND$5,000
SALT LAKE DONATED DENTAL SERVICES
1383 SOUTH 900 WEST STE 128SALT LAKE CITYUT84104NONE501(C)(3)GENERAL FUND$15,000
SELF HELP CENTER
918 EAST 2ND STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$5,000
SETON HOUSE
PO BOX 1557CASPERWY82602NONE501(C)(3)GENERAL FUND$9,000
SOUND GENERATIONS MEALS ON WHEELS
2208 2ND AVENUESEATTLEWA98121NONE501(C)(3)GENERAL FUND$11,000
SPECIAL OLYMPICS OF WYOMING
350 WEST A STREET SUITE 101CASPERWY82601NONE501(C)(3)GENERAL FUND$6,000
THE ROAD HOME
210 S RIO GRANDE STSALT LAKE CITYUT84101NONE501(C)(3)GENERAL FUND$7,500
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT84119NONE501(C)(3)GENERAL FUND$12,500
WYOMING FOOD BANK OF THE ROCKIES
4976 PAIGE STREETMILLSWY82644NONE501(C)(3)GENERAL FUND$12,500
WYOMING PUBLIC TELEVISION FOUNDATION
2660 PECK AVENUERIVERTONWY82501NONE501(C)(3)GENERAL FUND$5,000
YOUTH CRISIS CENTER
1656 E 12TH STREETCASPERWY82601NONE501(C)(3)GENERAL FUND$4,000
YOUTHCARE
2500 NE 54TH STREETSEATTLEWA981053142NONE501(C)(3)GENERAL FUND$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$259,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$888,647ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$957,132ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$957,132TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,745Amt
Net Investment Income$3,745NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFOLIOStockNm
EOY Book Value$3,370,733EOYBookValueAmt
EOYFMV$5,268,017EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$6,356$6,356$0
LICENSES AND PERMITS$50$50$0
BANK SERVICE CHARGES$48$48$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRICHARD E WHEELERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15940 S CHESTNUT STAddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82604ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,549Amt
Net Investment Income$2,549NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.