THE MARTIN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN FAMILY FOUNDATION (EIN 83-0335099)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202142719349100619
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T14:27:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830335099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LARRY BEAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 3072687128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 50190 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826050190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MARTIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3072687128 | PhoneNum |
| Signature | 2021-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY GRAHAM | PreparerPersonNm |
| PTIN | P00249000 | PTIN |
| Phone | 3072347800 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,826,443 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,716,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,987 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $543,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $543,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,052,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,772,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,052,529 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,733 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,733 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,330,064 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,613,711 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $230,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $112,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $118,160 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,434 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,788 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,721 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,101 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,942 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,427 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $23,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,800 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,420 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,420 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,376 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $485,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,858,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,858,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,343,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,023,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,986,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,380,013 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,260,113 | CashBOYAmt |
| Cash EOY | $230,162 | CashEOYAmt |
| Cash EOYFMV | $230,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $619,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,483,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,483,835 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $612 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $17,432 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,918 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,918 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,597,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,690,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,458,130 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,558,710 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,503,079 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,373,326 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $878,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,229,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,245,184 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,674 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $15,419 | LandBOYAmt |
| Land EOY | $9,992 | LandEOYAmt |
| Land EOYFMV | $9,992 | LandEOYFMVAmt |
| Other Assets BOY | $11,896 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,959,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,172,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,826,443 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $251 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $251 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,959,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,172,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,959,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,172,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,959,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,172,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,959,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,986,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,946,289 | SubtotalAmt |
| Other Decreases | $2,773,949 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,172,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| STOCK SETTLEMENT | P | $54 | $54 | $54 | |
| PUBLICLY TRADED SECURITIES | P | $100,737 | $737 | $737 | $100,000 |
| PUBLICLY TRADED SECURITIES | P | $3,713,413 | $211,572 | $211,572 | $3,501,841 |
| PUBLICLY TRADED SECURITIES | P | $7,805,593 | $1,313,261 | $1,313,261 | $6,492,332 |
| PUBLICLY TRADED SECURITIES | P | $174,028 | -$175,972 | -$175,972 | $350,000 |
| PUBLICLY TRADED SECURITIES | P | $3,460,616 | -$101,399 | -$101,399 | $3,562,015 |
| PUBLICLY TRADED SECURITIES | P | $3,327,463 | $281,281 | $281,281 | $3,046,182 |
| PUBLICLY TRADED SECURITIES | P | $71,885 | -$78,115 | -$78,115 | $150,000 |
| PUBLICLY TRADED SECURITIES | P | $2,507,273 | -$327 | -$327 | $2,507,600 |
| PUBLICLY TRADED SECURITIES | P | $1,049,343 | $38,863 | $38,863 | $1,010,480 |
| CAPITAL GAINS DIVIDENDS | P | $562,574 | $562,574 | $562,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,052,529 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,000 | 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 | $47,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,918 | OverpaymentAmt |
| Applied To ES Tax | $13,918 | 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 | MARTINFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | LARRY G BEAN | IndividualWithBooksNm |
| Phone | 3072687128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 LANDMARK DRIVE | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR & PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARI ANN MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN J MARTIN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CINDY BEERS | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LARRY G BEAN | ||||||||
| P O BOX 50190 | CASPER | WY | 86205 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURIE VIEIRA | ||||||||
| 1126 S GRANT | DENVER | CO | 80210 | EXECUTIVE DIRECTOR | 40.00 | $161,706 | $5,404 | $0 |
| ANGELA HELLWEG | ||||||||
| 34349 COLUMBINE TRAIL W | ELIZABETH | CO | 80107 | ASSISTANT | 40.00 | $64,429 | $11,817 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $24,033,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,501,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,534,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,534,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,136,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,306,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,306,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,082 | TotalTaxAmt |
| Distributable Before Adj | $1,273,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,273,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,273,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,023,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,023,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,023,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,273,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,697,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,715,942 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,334,190 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,110,247 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,303,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,160,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,023,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,273,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $749,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,910,272 | 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 | $1,697,086 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,213,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,715,942 | ExcessFromYear4Amt |
| Excess From Year3 | $1,334,190 | ExcessFromYear3Amt |
| Excess From Year2 | $2,110,247 | ExcessFromYear2Amt |
| Excess From Year1 | $1,303,152 | ExcessFromYear1Amt |
| Excess From Current Year | $749,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W MARTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 40 DAYS FOR LIFE | |||||||
| 4112 E 29TH STREET | BRYAN | TX | 77802 | NONE | PC | FALL CAMPAIGN | $5,000 |
| AMERICANS UNITED FOR LIFE | |||||||
| 655 15TH STREET NWSUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | 50 STATE STRATEGIC PLAN | $25,000 |
| ANNUNCIATION SCHOOL | |||||||
| 3536 LAFAYETTE STREET | DENVER | CO | 80205 | NONE | PC | WISH LIST | $2,500 |
| ARCHDIOCESE OF DENVER | |||||||
| 1300 S STEELE STREET | DENVER | CO | 802102599 | NONE | PC | HISPANIC MINISTRIES MATCHING GRANT | $10,000 |
| ARMA DEI ACADEMY INC | |||||||
| 345 E WILDCAT RESERVE PRKWY | HIGHLANDS RANCH | CO | 80126 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | PC | MAGIS NIGHT MATCH | $100,000 |
| BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | NONE | PC | BACK A KID PROGRAM, FOUNDATION GRANT | $5,000 |
| CAMP WOJTYLA | |||||||
| P O BOX 528 | BERTHOUD | CO | 80513 | NONE | PC | FOUNDATION MATCHING GRANT - YEAR 1 OF 3 | $15,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CAPUCHIN PROVINCE OF MID-AMERICA | |||||||
| 3613 WYANDOT STREET | DENVER | CO | 80211 | NONE | PC | FOUNDATION GRANT - YEAR 3 FINAL PAYMENT | $135,000 |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON | HELENA | MT | 59625 | NONE | PC | CATHOLIC STUDIES PROGRAM GRANT - PAYMENT 2 OF 3 | $89,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 WEST A STREET | CASPER | WY | 82601 | NONE | PC | LOVE IN ACTION & GOSPAL OUTREACH | $30,000 |
| CATHOLIC CHARITIES & COMMUNITY SERVICES | |||||||
| 4045 PECOS STREET | DENVER | CO | 80211 | NONE | PC | ST RAPHAEL COUNSELING, TUITION ASSISTANCE | $30,000 |
| CATHOLIC CHARITIES-MARISOL HEALTH | |||||||
| 6240 SMITH ROAD | DENVER | CO | 80216 | NONE | PC | GENERAL OPERATING | $30,000 |
| CHASTITY PROJECT | |||||||
| 9252 E RAINTREE DR 1015 | SCOTTSDALE | AZ | 85260 | NONE | PC | PROGRAM GRANT AND GENERAL OPERATING | $75,000 |
| CHILD BRIDGE | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CHILD EVANGELISM FELLOWSHIP OF WYOMING | |||||||
| P O BOX 801 | THERMOPOLIS | WY | 82443 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| CHRIST IN THE CITY | |||||||
| 609 W 6TH AVENUE | DENVER | CO | 80204 | NONE | PC | LIFELONG MISSION | $40,000 |
| COLORADO FAMILY LIFE CENTER | |||||||
| 651 CHAMBERS RD SUITE 204 | AURORA | CO | 80011 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| COMMUNITY LEADERSHIP & DEVELOPMENT | |||||||
| P O BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | HANNAH HOUSE, YOUTH WORKS | $20,000 |
| COMPANIONS OF CHRIST | |||||||
| 1050 PENNSYLVANIA STREET | DENVER | CO | 80203 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| DENVER DREAM CENTER | |||||||
| 8654 ELDRIDGE STREET | ARVADA | CO | 80005 | NONE | PC | ADOPT-A-BLOCK PROGRAM | $20,000 |
| DOMINICAN HOME HEALTHCARE AGENCY | |||||||
| 2501 GAYLORD STREET | DENVER | CO | 80205 | NONE | PC | DERBY PARTY GALA OPERATING EXPENSES AND IN-HOME CARE PROGRAM | $15,000 |
| DOMUS PACIS FAMILY RESPITE | |||||||
| 619 E MAIN STREET | FRISCO | CO | 804434424 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | NONE | PC | TOUCHLESS WATER FILLING STATIONS, 2020-2021 TUITION ASSISTANCE | $32,575 |
| FAMILY SERVICE INC | |||||||
| P O BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | EXPANDED FOOD OUTREACH | $35,000 |
| FATHER WOODY'S HAVEN OF HOPE | |||||||
| 1101 WEST 7TH AVENUE | DENVER | CO | 80204 | NONE | PC | SUPPORT FOR 5K RUN/WALK AND GENERAL OPERATING | $26,000 |
| GRACE MONTESSORI ACADEMY | |||||||
| 125 N 25TH STREET WEST | BILLINGS | MT | 59106 | NONE | PC | 2020-2021 TUITION ASSISTANCE | $25,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| P O BOX 97 | DOSWELL | VA | 230470097 | NONE | PC | FINAL PAYMENT REPATRIOTE BUILDING #5 | $150,000 |
| HIGHLIGHT CATHOLIC MINISTRIES | |||||||
| P O BOX 19684 | DENVER | CO | 80219 | NONE | PC | SPORTS CAMPS & DISCIPLESHIP PROGRAMS | $25,000 |
| HOUSTON FIRST CHURCH OF GOD | |||||||
| PO BOX 40340 | HOUSTON | TX | 77240 | NONE | PC | FOOD FOR ORPHANS AND TRINITY MISSION SCHOOL | $5,000 |
| INSTITUTE FOR CATHOLIC LIBERAL EDUCATION | |||||||
| P O BOX 4638 | VENTURA | CA | 93007 | NONE | PC | CONSULTANT DEVELOPMENT PROGRAM | $25,000 |
| KENZI'S CAUSES | |||||||
| 730 COLORADO BLVD SUITE 200 | DENVER | CO | 80206 | NONE | PC | OPERATION CHRISTMAS | $10,000 |
| LIFE PERSPECTIVES | |||||||
| P O BOX 600533 | SAN DIEGO | CA | 92160 | NONE | PC | HEALTH CARE OUTREACH | $35,000 |
| LIVE ACTION | |||||||
| 2222 WILSON BLVD SUITE 012 | ARLINGTON | VA | 22201 | NONE | PC | DATABASE DEVELOPMENT AND EXPANSION | $75,000 |
| MILE HIGH MINISTRIES | |||||||
| 2330 W MULBERRY PLACE | DENVER | CO | 80204 | NONE | PC | RENT ASSISTANCE FOR NEEDY FAMILIES AND JOSHUA STATION | $32,500 |
| MOVEMENT 5280 | |||||||
| 3485 S BROADWAY ST | ENGLEWOOD | CO | 80113 | NONE | PC | EQUIPMENT AND THRIVE PROGRAM | $15,000 |
| NOTMYKID INC | |||||||
| 5230 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | PC | GENERAL OPERATING | $10,000 |
| NOTRE DAME PREPARATORY HIGH SCHOOL | |||||||
| 9701 E BELL ROAD | SCOTTSDALE | AZ | 85260 | NONE | PC | 2 OF 3 MATCHING GRANT INSTALLMENTS | $100,000 |
| OUR LADY OF LOURDES CATHOLIC SCHOOL | |||||||
| 2256 S LOGAN STREET | DENVER | CO | 80210 | NONE | PC | TUITION GRANT AND DEV DIRECTOR GRANT | $16,875 |
| PILGRIM PROJECT FOUNDATION | |||||||
| 460 NEW YORK AVENUE 607 | WASHINGTON | DC | 20001 | NONE | PC | SCHOLARSHIP SUPPORT | $2,500 |
| PRINCE OF PEACE PRESCHOOL | |||||||
| 2300 E 15TH STREET | CASPER | WY | 82609 | NONE | PC | TUITION ASSISTANCE | $5,000 |
| SACRED HEART HOUSE OF DENVER | |||||||
| 2844 LAWRENCE STREET | DENVER | CO | 80205 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| SEEDS OF HOPE | |||||||
| 3801 E FLORIDA AVENUE 909 | DENVER | CO | 80210 | NONE | PC | SEMESTER SCHOLARSHIPS AND 2019-2020 GRANT | $150,000 |
| SILVEN RUN SKI TEAM | |||||||
| PO BOX 725 | RED LODGE | MT | 59068 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| SISTERS OF LIFE | |||||||
| 2771 ZENOBIA | DENVER | CO | 80212 | NONE | PC | GENERAL OPERATIONS AND NOVEMBER RETREAT EXPENSES | $25,000 |
| ST GEORGE'S CATHOLIC CHURCH | |||||||
| P O BOX 10 | POST FALLS | ID | 83877 | NONE | PC | TUTORING GRANT | $5,000 |
| ST JOSEPH CATHOLIC SCHOOL | |||||||
| 127 N HOWES STREET | FT COLLINS | CO | 80521 | NONE | PC | TUITION ASSISTANCE | $12,500 |
| ST ROSA OF LIMA | |||||||
| 1345 W DAKOTA AVE | DENVER | CO | 80223 | NONE | PC | CHRISTMAS BONUSES | $11,425 |
| STUDENTS FOR LIFE | |||||||
| 4755 JEFFERSON DAVIS HIGHWAY | FREDERICKSBURG | VA | 22408 | NONE | PC | GRANT AND GENERAL OPERATING SUPPORT | $35,000 |
| THE ALEXANDER HOUSE | |||||||
| P O BOX 529107 | SAN ANTONIO | TX | 78259 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNACCOMPANIED STUDENTS INITIATIVE | |||||||
| 1514 E 12TH SUITE 106 | CASPER | WY | 82609 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| WITNESS TO LOVE | |||||||
| 1039 RUE MALINE ST | MARTINVILLE | LA | 70582 | NONE | PC | UNLEASHING THE MYSTERY | $35,000 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 230 | CASPER | WY | 82602 | NONE | PC | CAPITAL CAMPAIGN GRANTS, GENERL SUPPORT AND MATCHING FOUNDATION GRANT | $138,150 |
| YOUTH DYNAMICS | |||||||
| 2334 LEWIS AVENUE | BILLINGS | MT | 59102 | NONE | PC | BUILDING MAINTENANCE AND UPKEEP BILLINGS LOCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,858,025 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,987 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,052,529 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LONGPOINT MINERALS II | 15 | $7,041 |
| SOUND OF FREEDOM MOVIE LLC | 01 | -$308 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,613,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,613,711 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN AND MARI ANN MARTIN | |||||||
| 1 | PO BOX 50190 | CASPER | WY | 826050190 | $1,025,000 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 2 | PO BOX 50190 | CASPER | WY | 826050190 | $527,930 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 3 | PO BOX 50190 | CASPER | WY | 826050190 | $1,508,880 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 4 | PO BOX 50190 | CASPER | WY | 826050190 | $511,260 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 5 | PO BOX 50190 | CASPER | WY | 826050190 | $989,600 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 6 | PO BOX 50190 | CASPER | WY | 826050190 | $1,910,400 | Yes (X) | |
| JOHN AND MARI ANN MARTIN | |||||||
| 7 | PO BOX 50190 | CASPER | WY | 826050190 | $1,243,283 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 3,250 SHARES SAREPTA | $527,930 | 2020-06-17 |
| 3 | 12,000 SHARES APPLE INC. | $1,508,880 | 2020-12-14 |
| 4 | 2,000 SHARES DEER CO. | $511,260 | 2020-12-14 |
| 5 | 80,000 SHARES INTL BKT LIM ISS CIBC | $989,600 | 2020-12-14 |
| 6 | 160,000 SHARES SP500 CLIMS ISSUER | $1,910,400 | 2020-12-14 |
| 7 | 98,361 SHARES FRANKLIN MANAGED INCOME FUND | $1,243,283 | 2020-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2011-03-23 | $2,680 | $2,680 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| WEBSITE | 2016-09-28 | $15,000 | $10,500 | SL | 5.000000000000 | $3,000 | $0 | $3,000 |
| RECEPTION STATION | 2017-03-20 | $16,986 | $6,067 | SL | 7.000000000000 | $2,427 | $0 | $2,427 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - SCHD E | $3,869,969 | $4,239,016 |
| CORPORATE BONDS - SCHD C | $3,400,000 | $3,702,900 |
| CORPORATE BONDS - SCHD F | $2,000,000 | $2,198,300 |
| FOCUS BONDS-COUGHLIN | $233,110 | $233,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - SCHD A | $4,109,136 | $5,811,590 |
| MUTUAL FUNDS - SCHD B | $6,343,232 | $9,379,328 |
| EQUITIES - SCHD D | $1,492,210 | $1,642,807 |
| FRANKLIN CONVERTIBLE | $1,465,867 | $2,308,005 |
| BANK OF AMERICA | $280,000 | $316,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| YORK TOTAL ACCESS LTD | AT COST | $87,354 | $87,354 |
| LONGPOINT MINERALS II LLC | AT COST | $792,218 | $792,218 |
| SOUND OF FREEDOM MOVIE LLC | AT COST | $999,692 | $999,692 |
| PRUDENTIAL FINANCIAL INC | AT COST | $100,000 | $105,920 |
| COHEN AND STEERS TAX | AT COST | $250,000 | $260,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $2,680 | $2,680 | $0 |
| WEBSITE | $15,000 | $13,500 | $1,500 |
| RECEPTION STATION | $16,986 | $8,494 | $8,492 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OFFICE RENTAL DEPOSIT | $1,896 | $1,896 | $1,896 |
| INSURANCE RESERVE | $10,000 | $10,000 | $10,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFRENCE FMV OVER BASIS FOR DONATED SECURITIES | $2,769,116 |
| LONGPOINT MINERALS ADJUSTMENT FOR CHANGE IN REPORTING BASIS | $4,833 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $270 | $135 | $0 | $135 |
| ANNUAL DUES | $2,431 | $0 | $0 | $2,431 |
| COMPUTER EXPENSES | $2,210 | $1,105 | $0 | $1,105 |
| INSURANCE | $2,158 | $1,079 | $0 | $1,079 |
| OFFICE SUPPLIES | $1,218 | $609 | $0 | $609 |
| COPIER LEASE EXPENSE | $5,663 | $2,832 | $0 | $2,831 |
| LICENSE & PERMITS | $9,332 | $4,666 | $0 | $4,666 |
| ENTERTAIN/MEALS | $562 | $0 | $0 | $0 |
| POSTAGE | $67 | $33 | $0 | $34 |
| TAX PENALTY | $917 | $917 | $0 | $0 |
| MARKETING | $214 | $0 | $0 | $214 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LONGPOINT MINERALS II | $7,041 | $7,041 | $0 |
| SOUND OF FREEDOM MOVIE LLC | -$308 | -$308 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $75,737 | $75,737 | $0 | $0 |
| WEB FEES | $1,038 | $0 | $0 | $1,038 |
| CONSULTING FEES | $408 | $0 | $0 | $408 |
| CONTINUING EDUCATION | $275 | $0 | $0 | $275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $80,068 | $0 | $0 | $0 |
| STATE REPORTING TAX | $37 | $0 | $0 | $37 |
| PAYROLL TAXES | $15,811 | $7,906 | $0 | $7,905 |
| LONGPOINT STATE TAXES | $1,195 | $1,195 | $0 | $0 |
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