NINER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NINER FOUNDATION INC (EIN 06-1468635)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349101994
- Schema version
- 2017v2.3
- 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
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T15:17:49-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461336065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSEN & FLANAGAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1845 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061468635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NINER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O RICHARD T NINER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NINE | BusinessNameControlTxt |
| Phone | 3077333938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6754 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA S NINER | PersonNm |
| Person Title | VICE PRESIDENT & DIR | PersonTitleTxt |
| Phone | 2035613130 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER S FLANAGAN CPA | PreparerPersonNm |
| PTIN | P00393821 | PTIN |
| Phone | 3077333938 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $12,396,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $196,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,410,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,460,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,410,835 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,607,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,607,275 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $207 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,955 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,292 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,228 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $190 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $39,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,066,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,607,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $718,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,592,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $310,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $310,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,030,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,061,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,049,342 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,337 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,148 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,148 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,342,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,408,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,396,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,342,265 | CapitalStockBOYAmt |
| Retained Earning EOY | $11,408,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,342,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,408,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,342,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,408,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,342,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,066,403 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,408,668 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,408,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 45,000 S INTEL CORP | P | 2008-07-17 | 2017-04-17 | $1,589,985 | $963,548 | $626,437 | $626,437 |
| 2,083.681 S VANGUARD TAX MANAGED SM | P | 2017-04-17 | 2017-10-09 | $124,985 | $113,092 | $11,893 | $11,893 |
| 13,200 S KINDER MORGAN INC. | P | 2014-09-12 | 2017-04-17 | $281,861 | $506,896 | -$225,035 | -$225,035 |
| 77,000 S LEUCADIA NATL CORP | P | 2014-09-05 | 2017-04-17 | $1,964,055 | $2,036,021 | -$71,966 | -$71,966 |
| 11,491 S PFIZER INC | P | 2004-12-22 | 2017-04-17 | $390,334 | $294,062 | $96,272 | $96,272 |
| 20,000 S VMWARE INC. | P | 2011-08-12 | 2017-04-07 | $1,816,766 | $1,810,536 | $6,230 | $6,230 |
| 3,621 S ZOETIS INC. | P | 2004-12-22 | 2017-04-17 | $193,136 | $93,609 | $99,527 | $99,527 |
| 4,000 S STEELCASE INC. | P | 1998-07-07 | 2017-04-17 | $64,393 | $107,200 | -$42,807 | -$42,807 |
| 1,400 S TRANSDIGM GROUP INC. | P | 2014-03-06 | 2017-04-17 | $333,729 | $226,028 | $107,701 | $107,701 |
| MP SECURITIZED CR OFF PL. | P | 2013-07-01 | 2017-04-20 | $3,354,080 | $3,030,000 | $324,080 | $324,080 |
| 2,776.492 S DFA EMERGING MARKETS SMA | P | 2017-04-17 | 2017-05-25 | $59,990 | $59,393 | $597 | $597 |
| 12,360 S HURCO COMPANIES INC. | P | 2010-11-01 | 2017-07-11 | $422,800 | $243,616 | $179,184 | $179,184 |
| 3,185.873 S AM FDS EUROPACIFIC GROWT | P | 2017-04-17 | 2017-09-08 | $174,985 | $157,161 | $17,824 | $17,824 |
| 3,486.75 S AM FDS NEW PERSPECTIVE FD | P | 2017-04-17 | 2017-09-08 | $149,985 | $134,590 | $15,395 | $15,395 |
| 12,653.651 S DFA INTERNATIONAL CORE | P | 2017-04-17 | 2017-09-08 | $174,990 | $158,173 | $16,817 | $16,817 |
| 3,237.503 S DFA US LARGE CAP VALUE 1 | P | 2017-04-17 | 2017-10-09 | $124,990 | $115,872 | $9,118 | $9,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,410,835 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,644 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $532,023 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,934,374 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $546,096 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,388,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $536,399 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,334,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043486 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $470,116 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,646,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,439 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,466,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048743 | DistributionYr5Rt |
| Total Distribution | 0.243887 | TotalDistributionRt |
| Average Distribution | 0.048777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,628,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $518,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,073 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $534,517 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $507,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,146 | SubtotalAmt |
| Tax Based On Investment Income | $32,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,330 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,330 | TotalPaymentsAndCreditsAmt |
| Tax Due | $30,816 | 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 | WY | OrgReportOrRegisterStateCd |
| 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 | CHRIS FLANAGAN | IndividualWithBooksNm |
| Phone | 3077333938 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1845 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD T NINER | ||||||||
| PO BOX 6754 | JACKSON | WY | 83002 | CHAIRMAN, PR | 000.00 | $0 | $0 | $0 |
| PAMELA S NINER | ||||||||
| PO BOX 6754 | JACKSON | WY | 83002 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| ANDREW S NINER | ||||||||
| 2705 ANDERSON RD | PASO ROBLES | CA | 93446 | TREASURER & | 000.00 | $0 | $0 | $0 |
| KATHRYN S NINER | ||||||||
| 50 ABSAROKA PO BOX 12911 | JACKSON | WY | 83002 | SECRETARY & | 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 | $10,542,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,281 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,790,733 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,790,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $161,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,628,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $531,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $531,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,146 | TotalTaxAmt |
| Distributable Before Adj | $499,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $499,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $499,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $507,955 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $507,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $445,469 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $20,062 | TotalForPriorYearsAmt |
| Qualifying Distributions | $507,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $445,469 | AppliedToYear1Amt |
| Applied To Prior Years | $20,062 | AppliedToPriorYearsAmt |
| Applied To Current Year | $42,424 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $456,874 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD T NINER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD T NINER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6754 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035613130 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT MUST INCLUDE VERIFICATION THAT IT IS A QUALIFIED CHARITABLE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 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 |
|---|---|---|---|---|---|---|---|---|
| AFRICAN PEOPLE & WILDLIFE FUND | ||||||||
| PO BOX 624 | BERNARDSVILLE | NJ | 07924 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| BRUNSWICK SCHOOL | ||||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 1051 LAS TABLAS ROAD | TEMPLETON | CA | 93465 | N/A | PC | SUPPORT OF ORGANIZATION | $3,000 | |
| CATHOLIC CHARITIES USA | ||||||||
| 2050 BALLENGER AVE STE 40 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT OF ORGANIZATION | $30,000 | |
| COLBY COLLEGE | ||||||||
| 4335 MAYFLOWER HILL | WATERVILLE | ME | 049018843 | N/A | PC | SUPPORT OF ORGANIZATION | $3,000 | |
| OLD BILL'S FUN RUN - CFJH | ||||||||
| PO BOX 574 245 E SIMPSON | JACKSON | WY | 83001 | N/A | PC | SUPPORT OF ORGANIZATIONS | $70,000 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | N/A | PC | SUPPORT OF ORGANIZATION | $25,000 | |
| GREENWICH ACADEMY | ||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 068309922 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| GREENWICH LAND TRUST | ||||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| MUST CHARITIES | ||||||||
| PO BOX 1540 | TEMPLETON | CA | 93446 | N/A | PC | SUPPORT OF ORGANIZATION | $50,000 | |
| NATIONAL MUSEUM OF WILDLIFE ART | ||||||||
| PO BOX 6825 | JACKSON | WY | 83002 | N/A | PC | SUPPORT OF ORGANIZATION | $25,000 | |
| PENFED FOUNDATION | ||||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT OF ORGANIZATION | $60,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 46 | PRINCETON | NJ | 085430046 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| REACH PREP | ||||||||
| ONE DOCK STREET STE 100 | STAMFORD | CT | 06902 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | |
| TANZANIAN CHILDREN'S FUND | ||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT OF ORGANIZATION | $4,000 | |
| WOMEN'S JUSTICE INITIATIVE | ||||||||
| PO BOX 669004 | MIAMI | FL | 33266 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| THE COMMUNITY FOUNDATION | ||||||||
| 550 DANA STREET | SAN LUIS OBISPO | CA | 93401 | N/A | PC | SUPPORT OF ORGANIZATION | $10,000 | SAN LUIS OBISPO COUNTY |
| VINEYARD TEAM | ||||||||
| 5915 EL CAMINO REAL | ATASCADERO | CA | 93422 | N/A | PC | SCHOLARSHIPS | $30,000 | |
| STUDIOS ON THE PARK | ||||||||
| PO BOX 3000 | ROBLES | CA | 93447 | N/A | PC | SUPPORT OF ORGANIZATION | $4,000 | |
| HINDS HOSPICE | ||||||||
| 1416 W TWAIN | FRESNO | CA | 93711 | N/A | PC | SUPPORT OF ORGANIZATION | $4,000 | |
| THE WILLIAMS SYNDROME ASSOCIATION | ||||||||
| 570 KIRTS BLVD 223 | TROY | MI | 48084 | N/A | PC | SUPPORT OF ORGANIZATION | $3,500 | |
| THE GIVEFITNESS FOUNDATION | ||||||||
| 7175 EL CAMINO REAL | ATASCADERO | CA | 93422 | N/A | PC | SUPPORT OF ORGANIZATION | $2,200 | |
| OPERATION HOMEFRONT INC | ||||||||
| 1355 CENTRAL PKWY S STE | SAN ANTONIO | TX | 78232 | N/A | PC | SUPPORT OF ORGANIZATION | $2,100 | |
| THE LAND CONSERVANCY | ||||||||
| PO BOX 12206 | SAN LUIS OBISPO | CA | 93406 | N/A | PC | SUPPORT OF ORGANIZATION | $2,100 | OF SAN LUIS OBISPO COUNTY |
| PLANNED PARENTHOOD FOUNDATION | ||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | N/A | PC | SUPPORT OF ORGANIZATION | $2,050 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| NCSPASF | ||||||||
| PO BOX 2291 | PASO ROBLES | CA | 93447 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| TRANSITIONS-MENTAL HEALTH ASSOCIATI | ||||||||
| PO BOX 15408 | SAN LUIS OBISPO | CA | 93406 | N/A | PC | SUPPORT OF ORGANIZATION | $2,000 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDA | ||||||||
| 9300 VALLEY CHILDRENS PL | MADERA | CA | 93636 | N/A | PC | SUPPORT OF ORGANIZATION | $1,000 | |
| COMMUNITY ACTION PARTNERSHIP | ||||||||
| 1030 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | N/A | PC | SUPPORT OF ORGANIZATION | $1,000 | OF SAN LUIS OBISPO COUNTY |
| LUCIA MAR UNIFIED SCHOOL DISTRICT | ||||||||
| 602 ORCHARD STREET | ARROYO GRANDE | CA | 93420 | N/A | PC | SUPPORT OF ORGANIZATION | $5,050 | SHELL BEACH ELEMENTARY SCHOOL |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 101183299 | N/A | PC | SUPPORT OF ORGANIZATION | $25,000 | |
| WAVENY LIFECARE NETWORK | ||||||||
| 3 FARM ROAD | NEW CANAAN | CT | 06840 | N/A | PC | SUPPORT OF ORGANIZATION | $50,000 | |
| THE CENTER FUND | ||||||||
| PO BOX 860 | JACKSON | WY | 83001 | N/A | PC | SUPPORT OF ORGANIZATION | $20,000 | |
| THE JAMES CANCER HOSPITAL | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | N/A | PC | SUPPORT OF ORGANIZATION | $25,000 | OH STATE UNIVERSITY FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,440 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,410,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,607,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,607,275 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $6,955 | Amt |
| Disbursements Charitable Prps | $6,955 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE ATTACHED STATEMENT. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO FILING REQUIREMENT IN WYOMING. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12.360 S HURCO COMPANIES INC | ||
| 45,000 S INTEL CORP.COM | ||
| 13,200 S KINDER MORGAN INC. | ||
| 77,000 S LEUCADIA NAT CP | ||
| 11,491 S PFIZER INC.COM | ||
| 4,000 S STEELCASE, INC.COM | ||
| 1,400 S TRANSDIGM GROUP INC | ||
| 20,000 S VMWARE INC-CL A COM | ||
| 3,621 S ZOETIS INC-CLASS A COM | ||
| 271,530 S ADVISEN LTD, CONV PFD | $310,915 | $310,915 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3000 S MP SECURITIZED CREDIT FUND, | AT COST | ||
| AMERICAN EUROPACIFIC GROWTH FUND | AT COST | $1,814,836 | $2,037,421 |
| AMERICAN NEW PERSPECTIVE FUND | AT COST | $1,741,818 | $1,927,625 |
| DFA EMG MKTS SMALL CAP PORT | AT COST | $247,328 | $271,249 |
| DFA INTER GOVT FIXED INC PORT | AT COST | $1,792,420 | $1,767,764 |
| DFA INTERNATIONAL CORE EQUITY | AT COST | $1,168,191 | $1,350,348 |
| DFA US LARGE CAP VALUE FUND | AT COST | $1,010,944 | $1,099,479 |
| MFS VALUE FD CL 1 | AT COST | $616,001 | $666,651 |
| VANGUARD 500 INDEX FUND | AT COST | $1,293,025 | $1,469,138 |
| VANGUARD MID CAP VALUE INDEX | AT COST | $361,745 | $395,852 |
| VANGUARD SHORT-TERM BD INDEX | AT COST | $560,840 | $555,471 |
| VANGUARD TAX-MANAGED SMALL | AT COST | $454,211 | $508,344 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $207 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $257 | $818 | $818 |
| FEDERAL INCOME TAX | $1,080 | $1,330 | $1,330 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $190 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,292 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF TAXES | $1,250 |
| 4720 | $6,019 |
| FOREIGN TAX ON DIVIDENDS | $5,959 |
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