WASHAKIE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-10
- IRS object ID
- 201801009349100410
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-10T12:23:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 R WEEKS | PersonNm |
| Person Title | preseident | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-03-26 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520181005000022 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,288,919 | 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 | $323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $948,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $212,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,690 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,212 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $734 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,419 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $391,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $266,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $266,834 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $230,669 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $185,538 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $191,691 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,134,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,907,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,259,514 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $589,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $589,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $570,880 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,128,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,949,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,288,919 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,128,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,949,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,128,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,949,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,128,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,949,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,128,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,949,392 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,949,392 | 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 | $948,722 | GrossSalesPriceAmt |
| Cost Or Other Basis | $883,849 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,873 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $342,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,625,583 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $374,682 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,063,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053043 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $359,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,421,249 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $371,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,309,730 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,505,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050289 | DistributionYr5Rt |
| Total Distribution | 0.254281 | TotalDistributionRt |
| Average Distribution | 0.050856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,879,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $349,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,506 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,013 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,013 | SubtotalAmt |
| Tax Based On Investment Income | $3,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,095 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,095 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,918 | 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 |
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 | $61,212 | 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 | $6,786,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,983,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,983,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,879,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,013 | TotalTaxAmt |
| Distributable Before Adj | $340,941 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $340,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $340,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,805 | 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 | $328,805 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $328,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $322,047 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $328,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $322,047 | AppliedToYear1Amt |
| Applied To Current Year | $6,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $334,183 | 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 (36 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 SOCIETY FOR THE ROYAL ACADEMY OF MUSIC IN | |||||||
| 15 W 81ST ST | NEW YORK | NY | 10024 | N/A | PC | London-based Athena Scholarship Fund | $5,000 |
| AUROVILLE INTERNATIONAL USA | |||||||
| PO BOX 188158 | SACRAMENTO | CA | 95818 | N/A | PC | WasteLess Program | $2,500 |
| 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 |
| BRIDGE STREET TR | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | SO I | General & Unrestricted | $10,000 |
| 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 | $1,500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $2,500 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,500 |
| DENVER RESCUE MISSION | |||||||
| 6100 SMITH RD | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $1,500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| 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 | The Intercept program | $2,500 |
| FRIENDS OF BOROUME INC | |||||||
| 2600 HUDSON ST | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $1,500 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DR STE 6000 | HOUSTON | TX | 77056 | N/A | PC | Quantum Energy Partners Hurricane Harvey Relief Fund | $5,000 |
| GREATER YELLOWSTONE COALITION INC | |||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $2,500 |
| 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 |
| 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 |
| MOZILLA FOUNDATION | |||||||
| 331 E EVELYN AVE | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 184 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $2,500 |
| 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 | $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 | $2,500 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | General & Unrestricted | $84,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | benefit of Sequoia ForestKeeper at the sole discretion of its Executive Director, Ara Marderosian | $10,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $10,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 13075 WOOLMAN LN | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $94,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $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 | $296,500 | 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 | $323 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,481 | 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 | $64,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $212,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,690 | 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 (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOSTON PROPERTIES - 5.625% - 1 | $57,257 | $54,077 |
| CARDINAL HEALTH INC NOTE - 4.6 | $54,293 | $52,717 |
| CISCO SYSTEMS - 4.950% - 02/15 | $105,356 | $103,243 |
| DEVON ENERGY CORP NOTE - 6.300 | $59,025 | $51,858 |
| GOLDMAN SACHS GROUP INC - 5.37 | $55,488 | $53,017 |
| HEWLETT-PACKARD CO - 4.050% - | $49,403 | $52,082 |
| JPMORGAN CHASE & CO SR NT - 6. | $106,098 | $100,139 |
| MURPHY OIL CORP FR - 4.000% - | $49,980 | $50,125 |
| WHIRLPOOL CORP - 4.700% - 06/0 | $52,833 | $53,622 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $135,476 | $183,708 |
| ALPHABET INC CL A | $141,577 | $316,020 |
| ANADARKO PETROLEUM CORP | $184,883 | $112,644 |
| APPLE INC | $105,777 | $329,998 |
| BLACKROCK INC | $138,350 | $179,799 |
| CHUBB LIMITED | $137,800 | $146,130 |
| DOMINION ENERGY INC | $137,800 | $162,120 |
| FACEBOOK INC | $150,973 | $317,628 |
| HOME DEPOT INC | $135,277 | $189,530 |
| ILLINOIS TOOL WORKS | $80,966 | $150,165 |
| INTEL CORP | $126,285 | $152,328 |
| INVESCO PLC | $123,825 | $131,544 |
| JOHNSON & JOHNSON | $94,642 | $100,598 |
| LOCKHEED MARTIN CORP | $145,213 | $184,604 |
| MEDTRONIC PLC | $141,233 | $145,350 |
| MERCK & CO INC | $138,380 | $135,048 |
| MICROSOFT CORP | $128,728 | $196,742 |
| NOVARTIS AG ADR | $137,441 | $151,128 |
| PALO ALTO NETWORKS INC | $154,895 | $159,434 |
| PEPSICO INC | $141,635 | $155,896 |
| PRAXAIR INC | $150,816 | $185,616 |
| ROCKWELL AUTOMATION INC | $135,668 | $225,803 |
| SCHLUMBERGER LTD | $132,835 | $121,302 |
| SPDR DOUBLELINE TOTAL RETURN T | $249,287 | $243,200 |
| SPDR GOLD SHARES | $624,608 | $680,074 |
| STARBUCKS CORP COM | $91,022 | $155,061 |
| TJX COMPANIES INC | $144,530 | $152,920 |
| UNION PACIFIC | $131,678 | $191,093 |
| UNITED TECHNOLOGIES CORP | $140,810 | $165,841 |
| V F CORP | $140,213 | $168,350 |
| VISA INC | $155,458 | $216,638 |
| WALT DISNEY HOLDINGS CO | $129,206 | $153,202 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $185,538 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $191,691 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,280 | $32,280 | |
| Bank Charges | $114 | $114 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $61,212 | Amt |
| Net Investment Income | $61,212 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $1,000 | |
| Foreign Tax Paid | $734 | $734 |