THE JOSEPH J SCOTT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSEPH J SCOTT FOUNDATION (EIN 26-3374979)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349102689
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:42:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205409237 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPA CONSULTING GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH DURBIN SUITE 300 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263374979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH J SCOTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 3075774040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH FOREST DR SUITE 600 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH J SCOTT | PersonNm |
| Person Title | PRESIDENT/DIREC | PersonTitleTxt |
| Phone | 3077240443 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORDELL FONNESBECK CPA | PreparerPersonNm |
| PTIN | P01055873 | PTIN |
| Phone | 3075774040 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.127.155.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 16:42:55 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E29323363881DC76931FBB66191C5E5EDC10BF7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E29323363881DC76931FBB66191C5E5EDC10BF7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,285,150 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $144,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $749,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,725 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,408 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $300,972 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,053 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $16,040 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $38,227 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,227 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $996 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,263 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,629 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,977 | CashBOYAmt |
| Cash EOY | $61,962 | CashEOYAmt |
| Cash EOYFMV | $61,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $277,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $247,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $247,281 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,961,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,130,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,552,336 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $408,289 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $312,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $423,571 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,664,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,752,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,285,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,664,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,752,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,664,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,752,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,664,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,752,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,664,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,857 | OtherIncreasesAmt |
| Subtotal | $3,756,314 | SubtotalAmt |
| Other Decreases | $4,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,752,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,725 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $506,197 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,849,730 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $787,156 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,042,227 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $470,153 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,390,357 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087221 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $527,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,766,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091442 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $697,443 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,844,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119341 | DistributionYr5Rt |
| Total Distribution | 0.558493 | TotalDistributionRt |
| Average Distribution | 0.111699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,960,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $554,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,505 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,629 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,757 | SubtotalAmt |
| Tax Based On Investment Income | $2,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,173 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,173 | TotalPaymentsAndCreditsAmt |
| Tax Due | $584 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CORDELL FONNESBECK | IndividualWithBooksNm |
| Phone | 3075774040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 KINGSBURY | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH J SCOTT | ||||||||
| PO BOX 2983 | CASPER | WY | 82602 | PRESIDENT/DI | 000.00 | $0 | $0 | $0 |
| CORDELL FONNESBECK | ||||||||
| 1644 KINGSBURY | CASPER | WY | 82609 | V.P./DIRECTO | 000.00 | $0 | $0 | $0 |
| MARK PETRIE | ||||||||
| 300 NORTH FOREST | CASPER | WY | 82609 | VP/DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,799,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,036,438 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,036,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,960,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,757 | TotalTaxAmt |
| Distributable Before Adj | $245,288 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,288 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,629 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,629 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $159,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,288 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $411,699 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $529,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $472,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $542,481 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,223,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,629 | QualifyingDistributionsAmt |
| Applied To Current Year | $159,629 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $85,659 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $85,659 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,137,726 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $326,040 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,811,686 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $529,609 | ExcessFromYear4Amt |
| Excess From Year3 | $472,280 | ExcessFromYear3Amt |
| Excess From Year2 | $542,481 | ExcessFromYear2Amt |
| Excess From Year1 | $267,316 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH J SCOTT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2983 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3078512520 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORM IS REQUIRED. APPLICATION FOR GRANT SHOULD STATE PURPOSE, AMOUNT REQUESTED AND VERIFICATION OF 501(C) (3) STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OTHER THAN ENTITY MAKING REQUEST FOR GRANT MUST BE A 501(C)(3) ORGANIZATION AND FUNDS USED IN ACCORDANCE WITH EXEMPT PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WYOMING DINOSAUR CENTER | ||||||||
| 110 CARTER RANCH ROAD | THERMOPOLIS | WY | 82443 | NONE | 501(C) (3) | EDUCATIONAL EQUIPMENT | $11,000 | |
| TWO FLY FOUNDATION | ||||||||
| 2231 MIRACLE DRIVE | CASPER | WY | 82609 | NONE | 501(C) (3) | GENERAL & UNRESTRICTED | $10,000 | |
| SAINT ANTHONY TRI-PARISH CATHOLIC S | ||||||||
| 1145 W 20TH STREET | CASPER | WY | 82604 | NONE | 501(C) (3) | EDUCATIONAL GRANT | $10,000 | |
| CHILD DEVELOPMENT CENTER OF | ||||||||
| 2020 EAST 12TH | CASPER | WY | 82601 | NONE | 501(C) (3) | GENERAL & UNRESTRICTED | $20,000 | NATRONA COUNTY |
| JASON'S FRIENDS FOUNDATION | ||||||||
| 340 WEST B STREET | CASPER | WY | 82601 | NONE | 501(C) (3) | GENERAL & UNRESTRICTED | $25,000 | |
| CASPER ARTIST'S GUILD | ||||||||
| 321 WEST MIDWEST AVE | CASPER | WY | 82601 | NONE | 501(C) (3) | GENERAL & UNRESTRICTED | $5,500 | |
| LARAMIE AMERICAN LEGION | ||||||||
| PO BOX 626 | LARAMIE | WY | 82073 | NONE | 501(C) (3) | SUMMER YOUTH BASEBALL PROGRAM | $2,500 | |
| CENTENNIAL HIGH SCHOOL | ||||||||
| 1303 E CENTRAL DRIVE | MERIDIAN | ID | 83642 | NONE | 501(C) (3) | MOUNTAIN BIKE CLUB | $2,500 | C/O JOINT SCHOOL DISTRICT NO 2 |
| KAYCEE SENIOR HOUSING | ||||||||
| PO BOX 372 | KAYCEE | WY | 82639 | NONE | 501(C) (3) | GENERAL & UNSTRICTED | $3,500 | |
| MEAD MIDDLE SCHOOL | ||||||||
| 620 WELKER AVE | MEAD | CO | 80542 | NONE | 501(C)(3) | SPECIAL EDUCATION CLASSROOM SUPPLIES | $3,000 | |
| SHERIDAN COUNTY FOUNDATION | ||||||||
| 2 CARDIFF CT | SHERIDAN | WY | 82801 | NONE | 501(C)(3) | BASEBALL FIELD CONSTRUCTION | $25,000 | |
| ARC OF NATRONA COUNTY | ||||||||
| 355 N LINCOLN ST | CASPER | WY | 82601 | NONE | 501(C)(3) | BUILDING REMODEL | $11,629 | |
| ST HENRY'S CATHOLIC CHURCH | ||||||||
| PO BOX 872 | BRIGHAM CITY | UT | 84302 | NONE | 501(C)(3) | BUILDING CONSTRUCTION | $25,000 | |
| CLIMB WYOMING | ||||||||
| 632 SOUTH DAVID ST | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,629 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,920 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,408 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,644 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $200,972 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,972 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING, ETC. | CategoryTxt |
| Amt | $16,040 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL DOES NOT REQUIRE SUBMISSION OF FORM 990-PF | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| M4R-SHORT TERM LOSS | PURCHASE | $4,349 | $4,437 | -$88 |
| M4R-LONG TERM LOSS | PURCHASE | $103,439 | $132,682 | -$29,243 |
| M4R-LONG TERM GAIN | PURCHASE | $170,108 | $165,116 | $4,992 |
| GM2-SHORT TERM LOSS | PURCHASE | $18,077 | $24,634 | -$6,557 |
| GM2-LONG TERM LOSS | PURCHASE | $179,321 | $179,855 | -$534 |
| GM2-LONG TERM GAIN | PURCHASE | $244,790 | $189,441 | $55,349 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-CORPORATE BONDS | BondNm |
| EOY Book Value | $312,229 | EOYBookValueAmt |
| EOYFMV | $423,571 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS-CORPORATE STOCKS | $1,390,002 | $2,594,110 |
| INVESTMENTS-MUTUAL FUNDS | $1,740,772 | $1,958,226 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEARS TAXES | Desc |
| Amt | $4,068 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| BANK FEES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,408 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,408 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $5,857 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $38,227 | Amt |
| Net Investment Income | $38,227 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $996 | Amt |
| Net Investment Income | $996 | NetInvestmentIncomeAmt |
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