MARY H STORER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MARY H STORER FOUNDATION (EIN 83-0335956)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201801349349102550
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:41:42-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830331229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGEE HEARNE & PAIZ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1088AddressLine1Txt
CityCHEYENNECityNm
State AbbreviationWYStateAbbreviationCd
ZIP82003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830335956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY H STORER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone3076342151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1088AddressLine1Txt
CityCHEYENNECityNm
State AbbreviationWYStateAbbreviationCd
ZIP820031088ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE H MANNINGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3076342151PhoneNum
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA J ELLIOTTPreparerPersonNm
PTINP01208382PTIN
Phone3076342151PhoneNum
Preparation2018-05-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.144.123.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-03IPDt
IP Tm15:16:23IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id01F285D37C432E993334EC086FAA9DAE70EECB6BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,278,759FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,461ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$426,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$359,621DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$554,258NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,490,439GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$554,258CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$998,651TotalRevAndExpnssAmt
Total Net Invst Incm$913,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,698AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,697AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$121,299OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$121,299OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,370TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,558TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$12TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$24,842TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$24,842TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,156OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,156OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$168,062TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$130,711TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,551TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$658,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$658,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$826,062TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$130,711TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$685,551TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,589ExcessRevenueOverExpensesAmt
Net Investment Income$783,168NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,064,128SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,076,646SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,076,646SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,664,635USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,868,269USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,837,168USGovtObligationsEOYFMVAmt
Corporate Stock BOY$12,017,444CorporateStockBOYAmt
Corporate Stock EOY$12,461,291CorporateStockEOYAmt
Corporate Stock EOYFMV$15,144,704CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,318,943CorporateBondsBOYAmt
Corporate Bonds EOY$3,374,873CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,338,317CorporateBondsEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$645,336MortgageLoansEOYAmt
Mortgage Loans EOYFMV$637,500MortgageLoansEOYFMVAmt
Other Investments BOY$441,944OtherInvestmentsBOYAmt
Other Investments EOY$253,268OtherInvestmentsEOYAmt
Other Investments EOYFMV$244,424OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,507,094TotalAssetsBOYAmt
Total Assets EOY$20,679,683TotalAssetsEOYAmt
Total Assets EOYFMV$23,278,759TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,507,094RetainedEarningBOYAmt
Retained Earning EOY$20,679,683RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,507,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,679,683TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,507,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,679,683TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,507,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,589ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,679,683SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,679,683TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCK SALESP2017-01-012017-12-31$5,350,707$5,346,637$4,070$4,070
STOCK SALESP2016-01-012017-12-31$7,123,026$6,576,803$546,223$546,223
STOCK SALESP2016-01-012017-12-31$13,145$12,741$404$404
CAPITAL GAINS DIVIDENDSP$3,561$3,561$3,561
FieldValueIRS element (for citing)
Capital Gain Net Income$554,258CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$356,567AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,567,208NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.026282DistributionYr1Rt
Adjusted Qlfy Distri Yr2$197,008AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,835,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025142DistributionYr2Rt
Adjusted Qlfy Distri Yr3$161,783AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,375,063NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047935DistributionYr3Rt
Adjusted Qlfy Distri Yr4$159,268AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,308,601NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048138DistributionYr4Rt
Adjusted Qlfy Distri Yr5$142,976AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,061,280NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046705DistributionYr5Rt
Total Distribution0.194202TotalDistributionRt
Average Distribution0.038840AverageDistributionRt
Net Vl Noncharitable Assets$22,233,911NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$863,565AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,832NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$871,397AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$685,551QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,709EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,709TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$306EsPenaltyAmt
Tax Due$12,260TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRENDA J ELLIOTTIndividualWithBooksNm
Phone3076342151PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1314 W 18TH STREETAddressLine1Txt
CityCHEYENNECityNm
State AbbreviationWYStateAbbreviationCd
ZIP82001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE H MANNING
PO BOX 1088CHEYENNEWY82003DIRECTOR,PRESIDENT2.00$0$0$0
LANSTON E ELDRED
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
DAVID C WIND
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
GORDON W GERDS
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
JAMES W HEARNE
PO BOX 1088CHEYENNEWY82003DIRECTOR,SECRETARY,TREASURER2.00$0$0$0
ADAM B MANNING
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
PETER S MANNING
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
NATHANIEL B MANNING
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
JAMES L WALTER
PO BOX 1088CHEYENNEWY82003DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,810,018AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,762,480AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,572,498TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,572,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$338,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,233,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,111,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,111,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,663TaxBasedOnInvestmentIncomeAmt
Total Tax$15,663TotalTaxAmt
Distributable Before Adj$1,096,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,096,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,096,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$685,551ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$685,551QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$685,551AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,096,033DistributableAsAdjustedAmt
Undistributed Income PY$647,079UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$685,551QualifyingDistributionsAmt
Applied To Year1$647,079AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,472AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,057,561UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BANDON COMMUNITY YOUTH CENTER
101 11TH STREET SWBANDONOR97411NONEPUBLIC CHARITYGENERAL USE$20,000
BOYS & GIRLS CLUB OF FERNDALE
2015 CHERRY STFERNDALEWA98248NONEPUBLIC CHARITYGENERAL USE$15,000
CEDAR TREE MONTESSORI
2114 BROADWAYBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$10,000
CHEETAH CONSERVATION FUND
PO BOX 2496ALEXANDRIAVA22314NONEPUBLIC CHARITYGENERAL USE$20,000
CHEYENNE FRONTIER DAYS OLD WEST MUSEUM
4610 CAREY AVENUECHEYENNEWY82001NONEPUBLIC CHARITYGENERAL USE$50,000
CHILDREN FIRST FOR OREGON
1209 SE BELMONT STPORTLANDOR97214NONEPUBLIC CHARITYGENERAL USE$22,500
CHILDREN'S ADVOCACY OF JACKSON COUNTY
816 W 10TH STREETMEDFORDOR97501NONEPUBLIC CHARITYGENERAL USE$40,000
CHILDREN'S BOOK BANK
1915 NE 7TH AVEPORTLANDOR97212NONEPUBLIC CHARITYGENERAL USE$22,500
CONSERVANCY OF SOUTHWEST FLORIDA
1495 SMITH PRESERVE WAYNAPLESFL34102NONEPUBLIC CHARITYGENERAL USE$25,000
FERNDALE FOOD BANK
1671 MAIN STFERNDALEWA98248NONEPUBLIC CHARITYGENERAL USE$15,000
FRIDAY FOOD BAG FOUNDATION
PO BOX 1186CHEYENNEWY820031186NONEPUBLIC CHARITYGENERAL USE$10,000
FRIENDS OF TREES
3117 NE ML KING JR BLVDPORTLANDOR97212NONEPUBLIC CHARITYGENERAL USE$22,500
INTERNATIONAL SOCIETY FOR THE PROTECTION OF MUSTANGS AND BURROS
PO BOX 55LANTRYSD57636NONEPUBLIC CHARITYGENERAL USE$8,000
KAUAI COMMUNITY CAT PROJECT
PO BOX 560KILAUEAHI96754NONEPUBLIC CHARITYGENERAL USE$7,500
LUMMI ISLAND HERITAGE TRUST
PO BOX 158LUMMI ISLANDWA98262NONEPUBLIC CHARITYGENERAL USE$20,000
MT BAKER PLANNED PARENTHOOD
1530 ELLIS STREETBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$40,000
NEW VENTURE FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC200362656NONEPUBLIC CHARITYGENERAL USE$15,000
NOOKSACK SALMON
3057 E BAKERVIEW RDBELLINGHAMWA982267709NONEPUBLIC CHARITYGENERAL USE$10,000
NORTH WEST YOUTH SERVICES
1020 N STATE STREETBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$30,000
OPPORTUNITY COUNCIL
1419 CORNWALL AVEBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$20,000
OUR FAMILY FARMS
PO BOX 555MEDFORDOR97501NONEPUBLIC CHARITYGENERAL USE$20,000
PALM SPRINGS PATHFINDERS
PO BOX 5005RANCHO MIRAGECA92270NONEPUBLIC CHARITYGENERAL USE$10,000
RESOURCES FOR SUSTAINABLE COMMUNITIES
2309 MERIDIAN STREETBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$20,000
REUSE WORKS
802 MARINE DRBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$15,000
SADIE KELLER FOUNDATION
1409 GOLDENROD CIRCLELANTANATX76226NONEPUBLIC CHARITYGENERAL USE$7,500
SCRAP USA-PDX
1736 SW ALDER STREETPORTLANDOR97205NONEPUBLIC CHARITYGENERAL USE$22,500
SKATE AFTER SCHOOL CO AZ COMMUNITY FOUNDATION
2201 E CAMELBACK RD STE 405BPHOENIXAZ85016NONEPUBLIC CHARITYGENERAL USE$22,500
ST JOSEPH CATHOLIC CHURCH-FOOD PANTRY
603 HOUSE AVECHEYENNEWY82001NONEPUBLIC CHARITYGENERAL USE$10,000
THE FRESHWATER TRUST
700 SW TAYLOR STREET STE 200PORTLANDOR97205NONEPUBLIC CHARITYGENERAL USE$22,500
WHATCOM FAMILY YMCA
1256 N STATE STBELLINGHAMWA98225NONEPUBLIC CHARITYGENERAL USE$15,000
WHATCOM LAND TRUST
100 CENTRALBELLINGHAMWA98227NONEPUBLIC CHARITYGENERAL USE$25,000
WILD WHATCOM
PO BOX 1512BELLINGHAMWA98227NONEPUBLIC CHARITYGENERAL USE$15,000
WYOMING STARBASE FOUNDATION
5410 BISHOP BLVDCHEYENNEWY82009NONEPUBLIC CHARITYGENERAL USE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$658,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$426,932ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$554,258ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$981,190ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$981,190TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALES OF SECURITIESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY H STORER TRUST TUA DTD 9-20-92BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 75000 MC 3302AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48275ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,461TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & ACCOUNTINGCategoryTxt
Amt$5,395Amt
Net Investment Income$2,698NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,697DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,374,873EOYBookValueAmt
EOYFMV$3,338,317EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUND BONDS$130,092$129,052
MUTUAL FUNDS$366,656$374,559
OTHER EQUITIES-MUTUAL FUNDS$6,464,593$7,876,946
STOCKS$5,499,950$6,764,147

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,868,269USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,837,168USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFOREIGN STOCKCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$253,268BookValueAmt
EOYFMV$244,424EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSEDesc
Revenue And Expenses Per Books$1,156RevenueAndExpensesPerBooksAmt
Net Investment Income$1,156NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$121,299Amt
Net Investment Income$121,299NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$25$13$12
FOREIGN TAXES PAID$5,545$5,545$0
FEDERAL TAXES PAID$9,800$0$0

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