EYAS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EYAS FOUNDATION (EIN 83-0321698)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-14
- IRS object ID
- 202222879349100002
- 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
- Form 990-PF
- Accounting Fees 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 | 2022-10-14T03:22:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-14 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,976,170 | 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 | $43,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $475,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,652 | 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 | $5,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,483 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,121 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,457 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,173 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,850,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,768,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,636,122 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $129,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $181,591 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,138,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,056,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,976,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,138,244 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,056,034 | 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 | $2,138,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,138,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,056,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,138,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,210 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,056,034 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 707 SHARES OF PFIZER INC | P | 2020-11-20 | 2021-02-10 | $24,613 | $26,003 | -$1,390 | -$1,390 |
| 310 SHARES OF JPMORGAN CHASE & CO | P | 2020-11-20 | 2021-03-19 | $47,367 | $35,495 | $11,872 | $11,872 |
| 461 SHARES OF BANK OF AMERICA CORP | P | 2020-11-17 | 2021-04-23 | $17,835 | $12,438 | $5,397 | $5,397 |
| 177 SHARES OF AUTOMATIC DATA PROCESSING INC | P | 2020-11-20 | 2021-06-16 | $35,193 | $30,526 | $4,667 | $4,667 |
| 533 SHARES OF MONDELEZ INTL INC COM | P | 2020-11-20 | 2021-06-16 | $33,880 | $30,464 | $3,416 | $3,416 |
| 182 SHARES OF CROWN CASTLE INTL CORP | P | 2020-11-20 | 2021-09-08 | $35,391 | $30,201 | $5,190 | $5,190 |
| 403 SHARES OF EMERSON ELECTRIC CO | P | 2020-11-20 | 2021-11-09 | $39,330 | $30,485 | $8,845 | $8,845 |
| 280 SHARES OF QUALCOMM INC | P | 2021-05-14 | 2021-12-01 | $50,340 | $36,366 | $13,974 | $13,974 |
| 354 SHARES OF METLIFE INC | P | 2021-01-04 | 2021-12-01 | $21,008 | $16,266 | $4,742 | $4,742 |
| 2,000 SHARES OF JPMORGAN CHASE | P | 2021-07-22 | 2021-12-29 | $50,384 | $50,000 | $384 | $384 |
| 125 SHARES OF PFIZER INC | P | 2018-12-19 | 2021-02-10 | $4,352 | $5,042 | -$690 | -$690 |
| 2,000 SHARES OF APOLLO GLOBAL MGMT INC | P | 2017-02-28 | 2021-03-08 | $51,130 | $50,565 | $565 | $565 |
| 177 SHARES OF BANK OF AMERICA CORP | P | 2020-04-08 | 2021-04-23 | $6,848 | $4,083 | $2,765 | $2,765 |
| HP SECURITIES LITIGATION SETTLEMENT | P | 2020-01-01 | 2021-07-19 | $15 | $15 | $15 | |
| 324 SHARES OF METLIFE INC | P | 2018-05-16 | 2021-12-01 | $19,227 | $14,940 | $4,287 | $4,287 |
| 1,700 SHARES OF US STEEL | P | 2011-07-01 | 2021-12-14 | $38,872 | $125,723 | -$86,851 | -$86,851 |
| REALTY INCOME CORP | P | 2020-01-01 | 2021-12-15 | $84 | $84 | $84 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,308 | 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 | $6,308 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,954 | OverpaymentAmt |
| Applied To ES Tax | $5,954 | 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 | $1,581,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,692,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,692,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,667,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $354 | TotalTaxAmt |
| Distributable Before Adj | $83,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,012 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,588 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,907 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $89 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,904 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $576 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,480 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,907 | ExcessFromYear4Amt |
| Excess From Year3 | $89 | ExcessFromYear3Amt |
| Excess From Year1 | $4,908 | ExcessFromYear1Amt |
| Excess From Current Year | $576 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN BRITTANY RESCUE INC | |||||
| 822 WILD GINGER ROAD | SUGAR GROVE | IL | 60554 | RESCUE & PLACEMENT OF HOMELESS BRITTANY DOGS | $500 |
| AMERICAN CONSTITUTIONAL RIGHTS UNION | |||||
| 3420 PUMP ROAD 407 | RICHMOND | VA | 23233 | DEFENDING THE CONSTITUTIONAL RIGHTS OF ALL AMERICANS | $5,000 |
| ARCHIVES OF FALCONRY | |||||
| 5668 W FLYING HAWK LN | BOISE | ID | 83709 | COLLECT, PRESERVE & INTERPRET GLOBAL FALCONRY HISTORY, ART, LITERATURE | $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 | $2,500 |
| COWBOY JOE CLUB | |||||
| DEPT 3414 - 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | UW ATHLETICS & STUDENT/ATHLETES | $5,000 |
| GOOD FELLOW FUND | |||||
| PO BOX 2006 | SHERIDAN | WY | 82801 | THE SALVATION ARMY | $1,000 |
| JUDICIAL WATCH | |||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PROMOTION OF TRANSPARENCY, ACCOUNTABILITY & 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 |
| SHATTUCK-ST MARY'S SCHOOL | |||||
| PO BOX 218 | FARIBAULT | MN | 55021 | EDUCATIONAL OPERATIONS | $1,000 |
| SHERIDAN COUNTY 4H & FFA LIVESTOCK SALE | |||||
| 3401 COFFEEN AVE | SHERIDAN | WY | 82801 | BREEDING , RAISING AND MARKETING OF LIVESTOCK FOR YOUTH | $6,413 |
| SHERIDAN COMMUNITY LAND TRUST | |||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | BIG HORN MULE DEER MIGRATION RESEARCH | $5,000 |
| SHERIDAN HIGH SCHOOL BOOSTER CLUB | |||||
| 1056 LONG DR | SHERIDAN | WY | 82801 | TRACK CLUB - POLE VAULTS | $3,000 |
| TONGUE RIVER MIDDLE SCHOOL | |||||
| PO BOX 879 | RANCHESTER | WY | 82839 | WRESTLING WARM-UPS | $500 |
| TURNING POINT USA | |||||
| PO BOX 90790 | PHOENIX | AZ | 85066 | IDENTIFY, EDUCATE, TRAIN & ORGANIZE STUDENTS TO PROMOTE FREEDOM. | $1,000 |
| WYOMING RESCUE MISSION | |||||
| PO BOX 2030 | CASPER | WY | 82602 | THANKSGIVING MEALS | $100 |
| WYOMING WILD SHEEP FOUNDATION | |||||
| PO BOX 12 | MOOSE | WY | 83012 | DEVIL'S CANYON BIG HORN SHEEP CAPTURE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,013 | 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 | $43,382 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $270 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $270 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,924 | 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 | $5,150 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $31,629 | $39,808 |
| AIR PROD & CHEM INC | $33,753 | $37,728 |
| AMGEN INC | $28,995 | $30,821 |
| APPLE INC | $27,057 | $53,804 |
| AT&T INC | $34,134 | $26,519 |
| BANK OF AMERICA CORP | $19,574 | $32,567 |
| BRISTOL MYERS SQUIBB CO | $30,783 | $30,614 |
| BROADCOM INC | $35,602 | $47,909 |
| CHEVRON CORP | $30,586 | $41,777 |
| CISCO SYSTEMS INC | $31,991 | $45,436 |
| CITIGROUP INC | $205,711 | $76,091 |
| COCA-COLA COMPANY | $61,012 | $68,151 |
| COMCAST CORP CLASS A NEW | $60,984 | $62,107 |
| CVS HEALTH CORP COM | $30,528 | $47,557 |
| EXELON CORP | $30,468 | $41,703 |
| EXXON MOBIL CORP | $36,809 | $34,389 |
| GABELLI NAT RES | $81,982 | $26,750 |
| GILEAD SCIENCES INC | $32,459 | $34,925 |
| HOME DEPOT INC | $30,433 | $46,896 |
| HONEYWELL INTL INC | $30,458 | $31,485 |
| INTL BUSINESS MACHINES | $29,187 | $34,751 |
| JOHNSON & JOHNSON | $30,225 | $35,582 |
| JPMORGAN CHASE & CO | $25,419 | $35,154 |
| KYNDRYL HOLDINGS INC | $1,280 | $941 |
| LOCKHEED MARTIN CORP | $30,322 | $29,144 |
| MCDONALDS | $36,589 | $45,840 |
| MEDTRONIC INC | $24,423 | $22,862 |
| MERCK & CO INC | $36,610 | $36,404 |
| MICROSOFT CORP | $30,289 | $48,094 |
| MORGAN STANLEY | $7,813 | $20,123 |
| NUTRIEN FKAPOTASHCPSASKATCHEWAN | $47,571 | $30,080 |
| ORION OFFICE REIT | $2,145 | $1,942 |
| PEABODY ENERGY CORP | $194,697 | $20,140 |
| PEPSICO INC NC | $35,989 | $38,737 |
| PNC FINL SVCS GP | $30,325 | $47,323 |
| PROCTER & GAMBLE CO | $41,001 | $51,855 |
| RAYTHEON TECHNOLOGIES CORP | $30,454 | $37,436 |
| REALTY INCOME CORP | $60,347 | $74,453 |
| SCHLUMBERGER LTD | $46,260 | $14,975 |
| UNITEDHEALTH GP INC | $30,242 | $45,193 |
| VALE S.A | $25,844 | $14,020 |
| VERIZON COMMUNICATIONS | $35,913 | $36,892 |
| WELLS FARGO & CO NEW | $30,484 | $57,144 |
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 | $181,591 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE RENT | $2,700 | $1,350 | $0 |
| MANAGEMENT FEES | $14,133 | $14,133 | $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 | $270 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $270 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $138 | Amt |
| Net Investment Income | $138 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |