DOUBLE 4 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOUBLE 4 FOUNDATION (EIN 27-6378545)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202143169349100144
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T09:16:49-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276378545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUBLE 4 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUB | BusinessNameControlTxt |
| Phone | 3072379301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L TRUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3072379301 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | TRUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
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 | 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 | $9,393,129 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $152,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,592,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $487,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $639,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $639,556 | 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 |
| Taxes Rev And Expnss | $8,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,901 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,765 | CashBOYAmt |
| Cash EOY | $6,592 | CashEOYAmt |
| Cash EOYFMV | $6,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $669,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,724 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,700 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $3,192,103 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,884,386 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,969,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,243,620 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,555,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,370,784 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,166 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $816,066 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $799,269 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,377,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,509,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,393,129 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,622 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,446 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,446 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,375,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,506,047 | 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 | $7,375,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,506,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,377,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,509,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,375,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,506,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,506,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,441,191 | $1,104,923 | $336,268 | $336,268 | |
| CAPITAL GAINS DIVIDENDS | $151,175 | $151,175 | $151,175 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,446 | TaxDueAmt |
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 | DAVID L AND MELANIE A TRUE | IndividualWithBooksNm |
| Phone | 3072379301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N POPLAR | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L TRUE | ||||||||
| PO BOX 2360 | CASPER | WY | 82602 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MALANIE A TRUE | ||||||||
| PO BOX 2360 | CASPER | WY | 82602 | TRUSTEE | 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 | $8,424,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $577,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,002,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,002,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,035 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,867,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,766 | TotalTaxAmt |
| Distributable Before Adj | $434,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $434,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $434,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $491,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $491,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $491,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,607 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $491,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,607 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $434,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,794 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,794 | 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 | $36,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,794 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L TRUE | ContributingManagerNm |
| Contributing Manager | MALANIE A TRUE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L MELANIE A TRUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072379301 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH SUFFICIENT INFORMATION INCLUDED TO SUPPORT THAT THE APPLICANT MEETS RESTRICTIONS SET OUT IN (D) BELOW | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PURPOSE OF THE FOUNDATION IS TO UTILIZE INCOME AND SUCH PORTIONS OF THE PRINCIPAL AS THE TRUSTEES DEEM APPROPRIATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12-24 CLUB INC | ||||||
| 500 S WOLCOTT SUITE 200 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE A MEETING PLACE AND SUPPORT FOR PERSONS IN RECOVERY FROM ALCOHOL AND DRUG ADDICTIONS | $4,000 |
| AMERICANS FOR PROSPERITY FOUNDATION | ||||||
| 1310 N COURTHOUSE RD NO 700 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | EDUCATION OF CITIZENS ABOUT ECONOMIC POLICY AND A RETURN OF FEDERAL GOVERNMENT TO ITS CONSTITUTIONAL LIMITS | $10,000 |
| BOYS AND GIRLS CLUB OF CENTRAL WYOMING | ||||||
| 1701 E K ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO INSPIRE ALL YOUTH, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE, AND CARING CITIZENS | $2,000 |
| BUFFALO BILL CENTER OF THE WEST | ||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | PUBLIC CHARITY | TO INSPIRE, EDUCATE, AND ENGAGE GLOBAL AUDIENCES THROUGH AN AUTHENTIC EXPERIENCE WITH THE AMERICAN WEST | $1,500 |
| CASA OF NATRONA COUNTY | ||||||
| 350 BIG HORN RD | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE INDIVIDUALS TO SPEAK FOR THE BEST INTEREST OF CHILDREN REMOVED FROM THEIR HOME DUE TO ABUSE AND NEGLECT AND BROUGHT BEFORE THE COURT | $24,000 |
| CASPER FAMILY YMCA | ||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | PUBLIC CHARITY | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $105,000 |
| CATHEDRAL HOME | ||||||
| 4989 N 3RD ST | LARAMIE | WY | 82072 | PUBLIC CHARITY | TO HELP YOUTH & FAMILIES ADDRESS TRAUMA AND FIND SAFETY, SUCCESS, AND PEACE | $4,000 |
| CENTRAL WYOMING HOSPICE PROGRAM | ||||||
| 319 S WILSON | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE END OF LIFE CARE FOR INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS | $5,000 |
| CHAPS EQUINE ASSISTED THERAPY | ||||||
| 501 US-14 | SHERIDAN | WY | 82801 | PUBLIC CHARITY | TO PROVIDE HIGH QUALITY EQUINE THERAPIES FOR YOUTH, ADULTS AND VETERANS WITH PHYSICAL, MENTAL, SOCIAL AND/OR PSYCHOLOGICAL DISABILITIES | $5,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | ||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE PREMIERE, FAMILY-FOCUSED, DEVELOPMENTALLY APPROPRIATE SERVICES FOR CHILDREN, FROM BIRTH TO THE AGE OF 21 | $4,000 |
| CHILDREN'S ADVOCACY PROJECT | ||||||
| 350 N ASH ST | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDES COORDINATED FORENSIC AND COMPREHENSIVE SERVICES FOR ALLEGED VICTIMS OF CHILD MALTREATMENT AND CHILDREN WHO WITNESS VIOLENCE IN ORDER TO MINIMIZE TRAUMA TO CHILDREN, TO BREAK THE CYCLE OF ABUSE AND TO FOSTER A MORE EFFECTIVE AND EFFICIENT COMMUNITY RESPONSE TO CHILD MALTREATMENT | $10,000 |
| CLIMB WYOMING | ||||||
| 951 N POPLAR ST 100 | CASPER | WY | 82601 | PUBLIC CHARITY | FOR LOW-INCOME SINGLE MOTHERS TO DISCOVER SELF-SUFFICIENCY THROUGH CAREER TRAINING AND PLACEMENT | $5,000 |
| COMMUNIO INTERNATIONAL CATHOLIC REVIEW | ||||||
| PO BOX 4557 | WASHINGTON | DC | 20017 | PUBLIC CHARITY | FOR THE RENEWAL OF THEOLOGY IN CONTINUITY WITH THE LIVING CHRISTIAN TRADITION, AND THE CONTINUING DIALOGUE OF ALL BELIEVERS, PAST AND PRESENT | $10,000 |
| DIOCESE OF CHEYENNE | ||||||
| 2121 CAPITOL AVE | CHEYENNE | WY | 82001 | PUBLIC CHARITY | CATHOLIC CHURCH | $5,000 |
| FOOD BANK OF WYOMING | ||||||
| 10700 EAST 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | END HUNGER BY PROCURING AND DISTRIBUTING FOOD AND ESSENTIALS TO THE HUNGRY THROUGHOUT CO AND WY | $5,000 |
| HEARTS TO HANDS | ||||||
| 123 S DURBIN ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO DEMONSTRATE GOD'S COMMANDMENT OF LOVING THEIR NEIGHBOR THROUGH OUTREACH OF TIME, TALENT AND TREASURE. TO ACTIVELY USE THEIR SKILLS AND RESOURCES TO MEET THE NEEDS OF PEOPLE IN THE CASPER COMMUNITY AND BEYOND | $12,000 |
| HOPE HOUSE | ||||||
| 4011 S OAK ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE SUCCESSFUL REENTRY INTO THE COMMUNITY BY PROVIDING RECOVERY FOCUSED HOUSING, AND ECONOMIC STABILITY, TO MEN WHO HAVE BEEN RECENTLY RELEASED FROM INCARCERATION/TREATMENT. | $5,000 |
| HUNTING WITH HEROES | ||||||
| PO BOX 51736 | CASPER | WY | 82605 | PUBLIC CHARITY | HELPING DISABLED VETERANS WITH HUNTING AND FISHING OUTDOORS | $12,000 |
| I-REACH | ||||||
| 351 N LENNOX ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE HIGH QUALITY, INNOVATIVE, INDIVIDUALIZED, THERAPEUTIC SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES AND BRAIN INJURIES | $13,000 |
| INSTITUTE OF ENERGY RESEARCH | ||||||
| 1155 15TH ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | SUPPORT RESEARCH AND ANALYSIS OF GLOBAL ENERGY MARKETS | $5,000 |
| INTERFAITH OF NATRONA COUNTY | ||||||
| 140 E K STREET SUITE 100 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE IDENTIFICATION, DRIVERS LICENSES, UTILITY, RENTAL AND PRESCRIPTION ASSISTANCE, GASOLINE, BUS TICKETS, BIRTH CERTIFICATES, CLOTHING AND FOOD TO PERSONS AND FAMILIES LIVING AT OR BELOW THE POVERTY LEVEL | $5,000 |
| IRIS HOUSE | ||||||
| 239 E H ST | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDES OPPORTUNITIES AND RESOURCES FOR FRIENDSHIP, EMPLOYMENT, HOUSING AND EDUCATION IN A CARING AND SAFE ENVIRONMENT | $8,000 |
| JOEY'S FLY FISHING FOUNDATION | ||||||
| 109 S MAIN ST B | SHERIDAN | WY | 82801 | PUBLIC CHARITY | TO DEVELOP A SUPPORTIVE RELATIONSHIP BETWEEN CHILDREN AND QUALIFIED MENTORS THAT WILL LEAD TO LASTING RELATIONSHIPS AND POSITIVE LEARNING | $12,000 |
| MEALS ON WHEELS FOUNDATION INC | ||||||
| 1760 E 12TH | CASPER | WY | 82601 | PUBLIC CHARITY | ASSIST ELDERLY AND HOMEBOUND PEOPLE OF NATRONA COUNTY | $10,000 |
| MERCER FAMILY RESOURCE CENTER | ||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDES EDUCATION, COUNSELING AND REFERRAL SERVICES THAT BUILD STRONGER AND HEALTHIER YOUTH AND FAMILIES | $3,000 |
| MIMI'S HOUSE | ||||||
| PO BOX 2006 | CASPER | WY | 82602 | PUBLIC CHARITY | ASSIST AND INSPIRE HOMELESS YOUTH TO BUILD SELF-SUFFICIENT LIVES | $3,000 |
| NATRONA COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 307 E 2ND STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO ENHANCE LIBRARY FUNDING FOR THE FUTURE, PROPELLING THE LIBRARY TOWARD EXCELLENCE FOR THE BENEFIT OF OUR DESERVING COMMUNITY | $3,000 |
| NICOLAYSEN ART MUSEUM | ||||||
| 400 E COLLINS DRIVE | CASPER | WY | 82601 | PUBLIC CHARITY | TO COLLECT, PRESERVE AND EXHIBIT THE WORK OF CONTEMPORARY ARTISTS AND PRESENT IT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION | $2,500 |
| OUR LADY OF FATIMA CATHOLIC CHURCH | ||||||
| 1401 CY AVE | CASPER | WY | 82604 | PUBLIC CHARITY | CATHOLIC CHURCH | $5,000 |
| PLATTE RIVER TRAILS TRUST | ||||||
| PO BOX 1228 | CASPER | WY | 82602 | PUBLIC CHARITY | TO DEVELOP A RIVER PATHWAY WHILE PRESERVING THE SCENIC, NATURAL AND HISTORIC VALUE OF THE NORTH PLATTE RIVER, AND TO ASSIST WITH THE DEVELOPMENT OF A NETWORK OF TRAILS THAT CONTRIBUTE TO OUR COMMUNITY'S NON-MOTORIZED TRANSPORTATION OPTIONS, ECONOMIC VITALITY AND QUALITY OF LIFE | $1,000 |
| RANCHING HERITAGE ASSOCIATION | ||||||
| BOX 43201 | LUBBOCK | TX | 79409 | PUBLIC CHARITY | TO PRESERVE THE HERITAGE OF THE RANCHING INDUSTRY IN NORTH AMERICA | $2,000 |
| REACH 4A STAR RIDING ACADEMY | ||||||
| 4250 N 6 MILE RD | CASPER | WY | 82604 | PUBLIC CHARITY | TO IMPROVE THE OVERALL HEALTH, WELL-BEING AND QUALITY OF LIFE OF DIFFERENTLY-ABLED CHILDREN AND ADULTS IN OUR COMMUNITY. TO PROVIDE MEANINGFUL OPPORTUNITIES FOR PARTICIPATION IN REMEDIAL AND THERAPEUTIC, EQUINE ASSISTED ACTIVITIES AND EVENTS | $5,000 |
| SAINT ANTHONY OF PADUA CHURCH | ||||||
| 604 S CENTER STREET | CASPER | WY | 82601 | PUBLIC CHARITY | CATHOLIC CHURCH | $5,000 |
| SAINT ANTHONY TRI-PARISH CATHOLIC SCHOOL | ||||||
| 1145 W 20TH STREET | CASPER | WY | 82604 | PUBLIC CHARITY | DEDICATED TO ACHIEVING ACADEMIC EXCELLENCE IN A FAITH FILLED COMMUNITY,LIVING A LIFE COMMITTED TO CHRISTIAN SERVICE | $10,000 |
| SAINT ANTHONY TRI-PARISH CATHOLIC SCHOOL FOUNDATION | ||||||
| 1145 W 20TH STREET | CASPER | WY | 82604 | PUBLIC CHARITY | PROVIDE FINANCIAL AND FUNDRAISING SUPPORT FOR ST. ANTHONY TRI-PARISH CATHOLIC SCHOOL | $5,000 |
| SAINT JOSEPH'S CHILDREN'S HOME | ||||||
| 1419 MAIN STREET | TORRINGTON | WY | 82240 | PUBLIC CHARITY | PROVIDE COMMITMENT TO THE WHOLE CHILD ASSISTING IN SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL GROWTH | $5,000 |
| SETON HOUSE | ||||||
| 919 N DURBIN STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO HELP FAMILIES BECOME INDEPENDENT | $5,000 |
| SIGMA CHI FOUNDATION | ||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | PUBLIC CHARITY | ESTABLISH EXPECTATIONS AND BUILD AND ADMINISTER AN ENDOWMENT THAT SUPPORTS LEADERSHIP AND SCHOLARSHIP PROGRAMS | $1,500 |
| SPECIAL OLYMPICS WYOMING | ||||||
| 239 W 1ST STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE YEAR ROUND PARTICIPATION IN SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF WELL-COACHED OLYMPIC-TYPE SPORTS FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES | $3,000 |
| ST JOSEPH'S SOCIETY CLERGY RETIREMENT FUND OF THE DIOCESE OF CHEYENNE | ||||||
| 2121 CAPITOL AVE | CHEYENNE | WY | 82001 | PUBLIC CHARITY | FUND RETIREMENT PROGRAM OF DIOCESAN PRIESTS AND BISHOPS | $1,000 |
| TROOPERS DRUM & BUGLE CORPS | ||||||
| 1801 EAST E STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE A YOUTH ACTIVITY WITH POSITIVE EDUCATIONAL EXPERIENCES THAT PROMOTE THE GROWTH AND DEVELOPMENT OF SPECIFIC LIFE SKILLS CONSISTENT WITH THE TROOPER TRADITION OF EXCELLENCE | $4,000 |
| TROOPERS FOUNDATION | ||||||
| 302 S DAVID STREET NO 100 | CASPER | WY | 82601 | PUBLIC CHARITY | ACQUIRE AND MANAGE INVESTMENT ASSETS TO PROMOTE AND SUPPORT THE TROOPERS DRUM AND BUGLE CORPS | $5,000 |
| TRUE CARE WOMEN'S RESOURCE CENTER | ||||||
| 1746 S POPLAR STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE WOMEN WITH A COMPASSIONATE AND HOLISTIC APPROACH TO HEALTHCARE, ADDRESSING PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH | $24,000 |
| UNITED WAY OF NATRONA COUNTY | ||||||
| 350 BIG HORN STE 100 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDED RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY | $12,500 |
| UNIVERSITY OF WYOMING COWBOY JOE CLUB | ||||||
| 1000 E UNIVERSITY AVE 3414 | LARAMIE | WY | 82071 | PUBLIC CHARITY | THROUGH FINANCIAL INVESTMENT OF ALUMNI, FANS AND FRIENDS, IS COMMITTED TO PROVIDING THE UNIVERSITY OF WYOMING STUDENT-ATHLETE WITH THE OPPORTUNITY TO SUCCEED IN THE CLASSROOM, IN COMPETITION AND IN LIFE | $1,000 |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||
| 222 S 22ND STREET | LARAMIE | WY | 82070 | PUBLIC CHARITY | SECURING PRIVATE RESOURCES AND PROVIDING SUPPORT FOR THE UNIVERSITY OF WYOMING | $4,000 |
| WESTERN STATE SAGE GROUSE RECOVERY | ||||||
| 1541 DIAMOND DRIVE | CASPER | WY | 82601 | PUBLIC CHARITY | CAPTIVE BREEDING AND RAISING OF THE GREATER SAGE-GROUSE TO ENSURE PRESERVATION OF THE SPECIES AND AVOID LISTING AS ENDANGERED | $50,000 |
| WESTON COUNTY HEALTH SERVICES | ||||||
| 1124 WASHINGTON BLVD | NEWCASTLE | WY | 82701 | PUBLIC CHARITY | TO PROVIDE QUALITY HEALTHCARE IN A CARING ENVIRONMENT TO IMPROVE THE HEALTH OF OUR COMMUNITY | $5,000 |
| WESTON COUNTY SENIOR SERVICES CENTER | ||||||
| 627 PINE ST | NEWCASTLE | WY | 82701 | PUBLIC CHARITY | TO OFFER OUR SENIOR CITIZENS OF WESTON COUNTY, WYOMING, A RANGE OF SERVICES THAT MAY HELP THEM MAINTAIN A CERTAIN PRIDE AND DIGNITY IN THEIR ELDER AGE; TO ENABLE THEM TO ACT FOR THEMSELVES IN A POSITIVE ATMOSPHERE; TO MAKE AVAILABLE TO THEM SERVICES THAT MAY ASSIST THEM IN DWELLING FULFILLED WITHIN THEIR CHOSEN DOMAIN; AND TO BE PEACEFUL AND CONTENTED FOR AS LONG AS IS HUMANLY POSSIBLE | $10,000 |
| WYOMING AND COLORADO CHILDREN'S SOCIETY | ||||||
| 314 E 21ST STREET | CHEYENNE | WY | 82001 | PUBLIC CHARITY | SERVING CHILDREN AND FAMILIES AND STRENGTHENING THE FOUNDATION OF COMMUNITIES BY BUILDING STRONG FAMILIES | $17,000 |
| WYOMING RESCUE MISSION | ||||||
| 230 N PARK ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO OFFER A NURTURING, HEALING SPACE WHERE THOSE EXPERIENCING HOMELESSNESS, HUNGER, ADDICTION OR POVERTY ARE EMPOWERED TO TRANSFORM THEIR LIVES THROUGH THE LOVE OF CHRIST | $5,000 |
| YOUTH CRISIS CENTER | ||||||
| 1656 E 12TH STREET | CASPER | WY | 82609 | PUBLIC CHARITY | PROVIDES AN OPPORTUNITY FOR FAMILIES IN TURMOIL TO HAVE TIME TO UTILIZE EXISTING COMMUNITY RESOURCES TO SOLVE THEIR PRESENT PROBLEMS | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487,443 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INTEREST INCOME - DEPT. OF THE TREASURY IRS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $639,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $639,556 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO LOW DURATION INSTL FD #36 | $142,561 | $137,555 |
| HARBOR BOND FUND CL R | $102,686 | $102,028 |
| PIMCO TOTAL RETURN INSTL #35 | $117,219 | $111,147 |
| VANGUARD SHORT-TERM BOND INDX ADM #5132 | $125,706 | $124,691 |
| VANGUARD INTERMED-TERM BD INDX #5314 ADM | $177,894 | $173,218 |
| FEDERATED HERMES OPPOR HIGH YIELD BND I #77 | $150,000 | $150,630 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INTERNATIONAL STOCK #1048 | $204,209 | $240,474 |
| VANGUARD TOTAL INTL STOCK INDEX ADM #569 | $193,430 | $252,137 |
| VANGUARD DIVIDEND GROWTH #57 | $132,545 | $239,091 |
| VANGUARD 500 INDEX ADMIRAL #540 | $190,523 | $404,378 |
| T ROWE PRICE GROWTH STOCK INSTL | $189,051 | $351,878 |
| DODGE & COX STOCK FUND #145 | $268,813 | $417,837 |
| VANGUARD SELECTED VALUE FUND | $177,509 | $240,336 |
| T ROWE PRICE NEW HORIZONS INSTL | $186,315 | $346,663 |
| HARBOR CAPITAL APPRECIATION CL R | $202,668 | $421,235 |
| VANGUARD GROWTH INDEX ADMIRAL #509 | $229,756 | $401,742 |
| T ROWE PRICE EQUITY INCOME I CLASS | $222,652 | $256,231 |
| VANGUARD VALUE INDEX ADMIRAL #506 | $313,265 | $402,527 |
| VANGUARD MID-CAP INDEX FUND ADMIRAL #5859 | $234,796 | $369,691 |
| VANGUARD MID CAP VALUE INDEX ADMIRAL #5835 | $191,371 | $253,785 |
| CONESTOGA SMALL CAP FUND INSTL | $100,000 | $127,407 |
| VANGUARD SMALL-CAP VALUE INDEX ADM #5860 | $78,438 | $116,425 |
| DELAWARE SMALL CAP CORE INSTL | $50,611 | $82,490 |
| VANGUARD SMALL-CAP INDEX FD ADMIRAL #548 | $103,855 | $156,501 |
| DFA US LARGE COMPANY INSTL | $285,918 | $289,956 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,884,386 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,969,760 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST DEPARTMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,901 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,901 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INTEREST INCOME - DEPT. OF THE TREASURY IRS | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,446 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $8,766 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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