WASHAKIE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102865
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:19:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261459358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washakie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WEEKS | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000537 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,727,586 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $598,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,909,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $598,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $747,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $747,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $66,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,224 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,850 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $34,504 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $679,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $266,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,261 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $185,538 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $140,407 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $143,361 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,907,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,084,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,549,635 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $589,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $992,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $959,329 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,949,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,292,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,727,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,949,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,292,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,949,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,292,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,949,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,292,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,949,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $6,292,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,292,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,909,512 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,310,791 | CostOrOtherBasisAmt |
| Gain Or Loss | $598,721 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $598,721 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $598,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,879,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $342,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,625,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $374,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,063,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053043 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $359,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,421,249 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048405 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $371,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,309,730 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050801 | DistributionYr5Rt |
| Total Distribution | 0.25179 | TotalDistributionRt |
| Average Distribution | 0.050358 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,253,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $365,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,794 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $372,053 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,588 | SubtotalAmt |
| Tax Based On Investment Income | $13,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $10,488 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Stephen Weeks | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 | $0 | $0 |
| Tacy Weeks Hahn | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $66,224 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,871,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $491,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,363,692 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,363,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,253,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,588 | TotalTaxAmt |
| Distributable Before Adj | $349,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $359,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $359,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $341,004 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $341,004 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $359,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $334,183 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $341,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $334,183 | AppliedToYear1Amt |
| Applied To Current Year | $6,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $352,253 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF VIRGI | |||||||
| 701 E FRANKLIN ST STE 1412 | RICHMOND | VA | 23219 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN RIVERS INC | |||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS AND GIRLS CLUB OF CHEYENNE WYOMING INC | |||||||
| 515 W JEFFERSON RD | CHEYENNE | WY | 82007 | N/A | PC | General & Unrestricted | $5,000 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 3615 S HURON ST | ENGLEWOOD | CO | 80110 | N/A | PC | General & Unrestricted | $1,500 |
| CASPER FAMILY YMCA | |||||||
| 315 E 15TH ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $5,000 |
| CHARLES ARMSTRONG SCHOOL | |||||||
| 1405 SOLANA DR | BELMONT | CA | 94002 | N/A | PC | General & Unrestricted | $3,000 |
| CHOICE EDUCATION FOUNDATION | |||||||
| 5350 S ROSLYN ST STE 100 | GREENWOOD VLG | CO | 80111 | N/A | PC | scholarship fund | $2,500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $1,500 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 |
| DENVER RESCUE MISSION | |||||||
| PO BOX 5206 | DENVER | CO | 80217 | N/A | PC | General & Unrestricted | $2,500 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $5,000 |
| FIRST LOOK MEDIA WORKS INC | |||||||
| 114 5TH AVE 18TH FL | NEW YORK | NY | 10011 | N/A | PC | for projects at the Intercept | $2,500 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 8551 N 125TH E AVE STE 100 | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $3,500 |
| FRIENDS OF THE RIVER FOUNDATION | |||||||
| 1418 20TH ST | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $1,500 |
| GRAND CANYON TRUST INC | |||||||
| 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | N/A | PC | General & Unrestricted | $5,000 |
| GREATER YELLOWSTONE COALITION INC | |||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $2,500 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | intern programs or scholarship funds | $1,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | the Manuscript Department of the Lilly Library | $2,500 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | N/A | PC | Graffiti Cleaning project | $10,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,500 |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS | |||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | projects west of the Mississippi and within the CoNTINENTAL UNITED STATES | $5,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $20,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | The Bridge Street Project | $25,000 |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN ST STE 260 | CHICO | CA | 95928 | N/A | PC | General & Unrestricted | $5,000 |
| PACIFICA FOUNDATION INC | |||||||
| 1925 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $1,500 |
| POINT REYES BIRD OBSERVATORY | |||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 94954 | N/A | PC | Rangeland Watershed Initiative | $5,000 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $2,500 |
| RIVERTON MUSEUM | |||||||
| 700 E PARK AVE | RIVERTON | WY | 82501 | N/A | GOV | General & Unrestricted | $1,500 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | Ara Marderosian Discretionary Fund | $6,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | Ara Marderosian Discretionary Fund | $10,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | Ara Marderosian Discretionary Fund | $66,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 13075 WOOLMAN LN | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $60,000 |
| SIERRA WATCH | |||||||
| 408 BROAD ST 12 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $2,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,500 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,166 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $598,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $747,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $747,485 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMW BK OF NA UT US - 3.000% - | $99,700 | $99,698 |
| BOSTON PROPERTIES - 5.625% - 1 | $57,257 | $51,831 |
| CARDINAL HEALTH INC NOTE - 4.6 | $54,293 | $51,137 |
| CATHAY BANK CA US RT - 2.250% | $99,940 | $99,868 |
| CISCO SYSTEMS - 4.950% - 02/15 | $105,355 | $100,212 |
| CROWN CASTLE INTL CORP - 5.250 | $104,924 | $103,841 |
| DEVON ENERGY CORP NOTE - 6.300 | $59,025 | $50,041 |
| GOLDMAN SACHS GROUP INC - 5.37 | $55,488 | $51,118 |
| HEWLETT-PACKARD CO - 4.050% - | $49,403 | $50,697 |
| MORGAN STANLEY FR - 4.875% - 1 | $104,013 | $103,049 |
| MURPHY OIL CORP FR - 4.000% - | $49,980 | $46,817 |
| WEX BANK UT US - 2.550% - 12/1 | $100,000 | $99,854 |
| WHIRLPOOL CORP - 4.700% - 06/0 | $52,833 | $51,166 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $112,897 | $141,010 |
| ALPHABET INC CL A | $83,543 | $161,969 |
| AMAZON COM | $101,254 | $105,138 |
| ANADARKO PETROLEUM CORP | $216,462 | $113,984 |
| APPLE INC | $71,389 | $189,288 |
| BLACKROCK INC | $122,176 | $117,846 |
| CHEVRON CORP | $96,444 | $87,032 |
| CHUBB LIMITED | $137,800 | $129,180 |
| COMCAST CORP | $123,602 | $125,985 |
| CRANE CO | $139,755 | $108,270 |
| DOMINION ENERGY INC | $137,800 | $142,920 |
| FACEBOOK INC | $52,134 | $78,654 |
| HOME DEPOT INC | $135,277 | $171,820 |
| HONEYWELL INTL | $119,213 | $105,696 |
| INTEL CORP | $126,285 | $154,869 |
| INTERCONTINENTAL EXCHANGE, INC | $101,240 | $105,462 |
| JOHNSON & JOHNSON | $137,264 | $135,503 |
| JP MORGAN CHASE | $202,694 | $175,716 |
| LINDE PLC COM | $122,591 | $117,030 |
| LOCKHEED MARTIN CORP | $82,077 | $85,098 |
| MEDTRONIC PLC | $141,233 | $163,728 |
| MERCK & CO INC | $138,380 | $183,384 |
| MICROSOFT CORP | $95,147 | $172,669 |
| MONDELEZ INTERNATIONAL INC | $99,648 | $96,072 |
| NOVARTIS AG ADR | $137,441 | $154,458 |
| PALO ALTO NETWORKS INC | $118,745 | $160,098 |
| RESIDEO TECHNOLOGIESINC COM | $3,574 | $2,733 |
| ROCKWELL AUTOMATION INC | $106,260 | $135,432 |
| SCHLUMBERGER LTD | $132,835 | $64,944 |
| SPDR DOUBLELINE TOTAL RETURN T | $249,288 | $236,849 |
| SPDR GOLD SHARES | $624,608 | $666,874 |
| SUNTRUST BKS INC | $144,241 | $105,924 |
| TJX COMPANIES INC | $108,547 | $134,220 |
| UNION PACIFIC | $115,315 | $172,788 |
| UNITED TECHNOLOGIES CORP | $140,810 | $138,424 |
| V F CORP | $75,452 | $87,392 |
| VISA INC | $102,275 | $164,925 |
| WALT DISNEY HOLDINGS CO | $129,206 | $156,251 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $140,407 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $143,361 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $34,479 | $34,479 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $10,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $66,224 | Amt |
| Net Investment Income | $66,224 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $3,100 | |
| 990-PF Excise Tax for 2017 | $1,918 | |
| Foreign Tax Paid | $1,850 | $1,850 |