JOHN P ELLBOGEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P ELLBOGEN FOUNDATION (EIN 83-0355691)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201843099349100029
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T11:18:52-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830328852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL HOMAR CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W 2ND ST STE 408 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826012464 | 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 | 830355691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN P ELLBOGEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3072343360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1735 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE OTT | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Homar | PreparerPersonNm |
| PTIN | P01226467 | PTIN |
| Phone | 3072341122 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,533,860 | 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 | $26,231 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $634 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $634 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $719,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $719,483 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $719,483 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $359,700 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $359,700 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $359,700 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $359,700 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $642,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,203,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $644,174 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,513,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,513,003 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,513,003 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,261,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,236,994 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,592,820 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,029 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $85,353 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $85,353 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $201,676 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $358,889 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $358,889 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $358,889 | LegalFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $1,259 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,259 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,259 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $15,810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,056 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,056 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,754 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $108,143 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $108,143 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $108,143 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,047 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,047 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,186 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $528,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $328,345 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $328,345 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,309,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $890,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $890,092 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,352,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,352,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,661,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $890,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $890,092 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,615,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,599,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,346,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,702,728 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $234,324 | CashBOYAmt |
| Cash EOY | $60,858 | CashEOYAmt |
| Cash EOYFMV | $60,858 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $739,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,207,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,039,255 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,187,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,732,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,243,807 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,456,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $460,289 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,018,089 | LandBOYAmt |
| Land EOY | $3,996,020 | LandEOYAmt |
| Land EOYFMV | $4,808,144 | LandEOYFMVAmt |
| Other Assets BOY | $1,098,003 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,098,003 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,381,796 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,276,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,094,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,533,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $29,276,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,094,749 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,276,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,094,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,276,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,094,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,276,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,599,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $221,539 | OtherIncreasesAmt |
| Subtotal | $39,097,659 | SubtotalAmt |
| Other Decreases | $2,910 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,094,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCOTTRADE-PUBLICLY TRADED SECURITIES | P | 2017-06-30 | 2017-11-15 | $980,667 | $998,179 | -$17,512 | -$17,512 |
| SCOTTRADE-PUBLICLY TRADED SECURITIES | P | 2016-02-08 | 2017-11-01 | $617,322 | $548,007 | $69,315 | $69,315 |
| VANGUARD | P | 2017-04-21 | 2017-12-19 | $6,100,000 | $6,106,268 | -$6,268 | -$6,268 |
| VANGUARD | P | 2016-02-15 | 2017-10-01 | $4,036,028 | $3,572,265 | $463,763 | $463,763 |
| OPPENHEIMER AND CO | P | 2017-02-15 | 2017-07-15 | $52,240 | $52,240 | $52,240 | |
| OPPENHEIMER AND CO | P | 2015-06-15 | 2017-07-01 | $78,360 | $78,360 | $78,360 | |
| OPPENHEIMER AND CO | P | 2017-02-17 | 2017-08-15 | $1,971,933 | $2,273,281 | -$301,348 | -$301,348 |
| TD AMERITRADE-LT | P | 2016-06-15 | 2017-07-18 | $434,378 | $419,677 | $14,701 | $14,701 |
| TD AMERITRADE-ST | P | 2017-03-18 | 2017-09-15 | $563,092 | $494,336 | $68,756 | $68,756 |
| VANGUARD-CAP GAIN DIST | P | 2015-02-15 | 2017-06-15 | $114,581 | $114,581 | $114,581 | |
| VANGUARD | P | 2015-02-15 | 2017-06-17 | $6,507 | $6,507 | $6,507 | |
| VANGUARD | P | 2017-02-15 | 2017-09-15 | $168,522 | $149,158 | $19,364 | $19,364 |
| MATISSE ABSOLUTE RETURN FUND | P | 2016-03-03 | 2017-09-15 | $79,818 | $79,818 | $79,818 | |
| Wash Sale | $1,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $644,174 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$182,871 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,942,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,043,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06258 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,022,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,739,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05994 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,965,339 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,945,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05046 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,671,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,843,778 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04537 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,914,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,849,252 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05829 | DistributionYr5Rt |
| Total Distribution | 0.276643 | TotalDistributionRt |
| Average Distribution | 0.055329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,543,072 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,077,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113,469 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,190,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,615,508 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $226,938 | SubtotalAmt |
| Tax Based On Investment Income | $226,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $240,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $240,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,062 | OverpaymentAmt |
| Applied To ES Tax | $13,062 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072343360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1735 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY E GARLAND | ||||||
| PO BOX 1670 | LARAMIE | WY | 82073 | President | 40.00 | $207,529 |
| SPENCER GARLAND | ||||||
| PO BOX 773455 | STEAMBOAT SPRINGS | CO | 804773455 | Director | 0.00 | $4,000 |
| RAE LYNN JOB | ||||||
| 8315 WESTEDT ROAD | CHEYENNE | WY | 82009 | Vice President | 0.00 | $4,000 |
| STEVE OTT | ||||||
| 3572 MEADOWLARK DRIVE | CASPER | WY | 82601 | Treasurer | 20.00 | $65,000 |
| DR MARTIN H ELLBOGEN | ||||||
| 1042 BROOKVIEW | CASPER | WY | 82604 | Director | 0.00 | $2,500 |
| THERESA A ELLBOGEN | ||||||
| 903 8TH STREET | BOULDER | CO | 80302 | Secretary | 0.00 | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,398,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,088,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,626,952 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,114,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $38,114,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $571,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,543,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,877,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,877,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226,938 | TotalTaxAmt |
| Distributable Before Adj | $1,650,216 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,650,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,650,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,615,508 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,615,508 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,615,508 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,650,216 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $199,754 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $390,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $590,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,615,508 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,615,508 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $34,708 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,708 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $555,590 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $555,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $165,046 | ExcessFromYear2Amt |
| Excess From Year1 | $390,544 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1735 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072343360 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING-CLEARLY OUTLINING REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATRONA CO SCHOOL DISTRICT | ||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $11,411 |
| UNIV OF WYOMING FOUNDATION | ||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $740,000 |
| LARAMIE CO COMMUNITY COLLEGE | ||||||
| 1400 E COLLEGE DR | CHEYENNE | WY | 82001 | NONE | GENERAL SUPPORT | $50,000 |
| SHERIDAN CO SCHOOL DIST 2 | ||||||
| PO BOX 919 | SHERIDAN | WY | 82801 | NONE | GENERAL SUPPORT | $40,000 |
| CASPER COLLEGE FOUNDATION | ||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $17,000 |
| INTERFAITH OF NATRONA COUNTY | ||||||
| 441 S CENTER SUITE 200 | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $15,000 |
| CENTRAL WY RESCUE MISSION | ||||||
| PO BOX 2030 | CASPER | WY | 82602 | NONE | GENERAL SUPPORT | $17,500 |
| SETON HOUSE | ||||||
| PO BOX 1557 | CASPER | WY | 82602 | NONE | GENERAL SUPPORT | $21,250 |
| WYOMING FOOD BANK OF THE ROCKIES | ||||||
| PO BOX 116 | MILLS | WY | 82644 | NONE | GENERAL SUPPORT | $50,000 |
| HOLY CROSS CENTER | ||||||
| 1030 N LINCOLN | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $16,250 |
| HAWAII PREPARATORY ACADEMY | ||||||
| 65-1692 | KAHALA MOUNTAIN ROAD | HI | 96743 | NONE | GENERAL SUPPORT | $2,500 |
| WYOMING EARLY CHILDHOOD PARTNERSHIP | ||||||
| 3116 OLD FAITHFUL ROAD SUITE 100 | CHEYENNE | WY | 82001 | NONE | GENERAL SUPPORT | $90,000 |
| SELF-HELP CENTER INC | ||||||
| 918 EAST 2ND STREET | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $5,000 |
| INTERFAITH-GOOD SAMARITAN | ||||||
| 710 EAST GARFIELD STREET ROOM 217 | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $12,500 |
| MERCER FAMILY RESOURCE CENTER | ||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $46,000 |
| CASPER ROTARY CLUB FOUNDATION | ||||||
| PO BOX 2655 | CASPER | WY | 82602 | NONE | GENERAL SUPPORT | $1,000 |
| NBPTS | ||||||
| 1525 WILSON BLVD SUITE 700 | ARLINGTON | VA | 22209 | NONE | GENERAL SUPPORT | $6,300 |
| THE ARC OF NATRONA COUNTY | ||||||
| PO BOX 393 | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $5,000 |
| FUND FOR TEACHERS | ||||||
| 2000 POST OAK BLVD SUITE 100 | HOUSTON | TX | 77056 | NONE | GENERAL SUPPORT | $20,000 |
| WYOMING PUBLIC MEDIA | ||||||
| 1000 EAST UNIVERSITY DEPT 3984 | LARAMIE | WY | 82071 | NONE | GENERAL SUPPORT | $30,000 |
| WYOMING WOMEN'S FOUNDATION | ||||||
| 313 SOUTH 2ND STREET | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $25,000 |
| BIG BROTHERS BIG SISTERS OF NW WYOM | ||||||
| PO BOX 1757 | WORLAND | WY | 82401 | NONE | GENERAL SUPPORT | $10,000 |
| LARAMIE SOUP KITCHEN | ||||||
| 104 SO 4TH ST SUITE 100 | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $2,500 |
| EXPONENT PHILANTHROPY | ||||||
| PO BOX 247 | WINOOSKI | VT | 05404 | NONE | GENERAL SUPPORT | $500 |
| WYOMING BUSINESS ALLIANCE | ||||||
| 145 SO DURBIN SUITE 101 | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $5,000 |
| WYOMING FOOD FOR THOUGHT | ||||||
| 900 SAINT JOHN | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $20,000 |
| CHIEF THEATRE | ||||||
| PO BOX 776121 | STEAMBOAT SPRINGS | CO | 80477 | NONE | GENERAL SUPPORT | $2,500 |
| CARBON CO SCH DISTRICT 1 | ||||||
| 615 RODEO | RAWLINS | WY | 82301 | NONE | GENERAL SUPPORT | $40,000 |
| GREATER CHEYENNE FOUNDATION | ||||||
| 121 WEST 15TH STREET SUITE 204 | CHEYENNE | WY | 82001 | NONE | GENERAL SUPPORT | $3,500 |
| WY WOMEN'S LEGISLATIVE CAUCUS | ||||||
| PO BOX 2702 | JACKSON | WY | 83001 | NONE | GENERAL SUPPORT | $2,500 |
| U OF W COLLEGE OF EDUCATION | ||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $3,000 |
| BOULDER HIGH SCHOOL | ||||||
| 1604 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | GENERAL SUPPORT | $1,500 |
| EARTHLINKS | ||||||
| 2746 W 13TH AVENUE | DENVER | CO | 80204 | NONE | GENERAL SUPPORT | $2,500 |
| GREEN RIVER VALLEY PROGRAM | ||||||
| PO BOX 1580 | PINEDALE | WY | 82941 | NONE | GENERAL SUPPORT | $5,000 |
| MAGIC CITY FOUNDATION | ||||||
| 1780 WESTLAND ROAD | CHEYENNE | WY | 82001 | NONE | GENERAL SUPPORT | $7,500 |
| MONTESSORI CHILDREN'S HOUSE | ||||||
| 617 SO 4TH STREET | LARAMIE | WY | 82070 | NONE | GENERAL SUPPORT | $2,500 |
| OPERA STEAMBOAT | ||||||
| PO BOX 775576 | STEAMBOAT SPRINGS | CO | 80477 | NONE | GENERAL SUPPORT | $1,000 |
| ROCKY MTN CHILDREN'S LAW CTR | ||||||
| 1325 S COLORADO BLVD SUITE 701 | DENVER | CO | 80222 | NONE | GENERAL SUPPORT | $2,500 |
| WYOMING SYMPHONY ORCHESTRA | ||||||
| 159 N WOLCOTT SUITE 180 | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $5,000 |
| WIND RIVER NATIVE ADVOCACY CTR | ||||||
| PO BOX 2261 | FORT WASHAKIE | WY | 82514 | NONE | GENERAL SUPPORT | $5,000 |
| YOUTH ALTERSPEC FRIENDS | ||||||
| 123 E TALBOT CT | CHEYENNE | WY | 82001 | NONE | GENERAL SUPPORT | $5,000 |
| BOYS AND GIRLS CLUB OF NAT CO | ||||||
| 1761 EAST K STREET | CASPER | WY | 82601 | NONE | GENERAL SUPPORT | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,352,211 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $634 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $719,483 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $359,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $642,277 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionAmt | ExclusionExclusionCd |
|---|---|---|---|
| ORDINARY LOSS-MATISSE | 523000 | -$135,439 | |
| OTHER INCOME | 523000 | 14 | |
| ROYALTIES-OTHER | 523000 | $359,655 | 15 |
| ROYALTY DISTRIBUTIONS-EPM | $10,288,787 | 15 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,592,820 | ExclusionAmt |
| Related Or Exempt Function Incm | $642,277 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,235,097 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CTR FOR COWBOY ETHICS AND LDRSHIP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SAN JACINTO BLVD FSR 1904 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787014477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,231 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REAL ESTATE | PropertyDesc |
| Acquired | 2011-01-01 | AcquiredDt |
| Cost Or Other Basis | $3,686,148 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $664,977 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.0364 | Rt |
| Current Year Expense | $134,028 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $8,375 | $8,375 | ||
| Buildings | $4,447,934 | $451,914 | $3,996,020 | $4,808,144 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $358,889 | LegalFeesAmt |
| Net Investment Income | $358,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $358,889 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INTERESTS | Desc |
| BOY Book Value | $1,098,003 | BOYBookValueAmt |
| EOY Book Value | $1,098,003 | EOYBookValueAmt |
| EOYFMV | $1,381,796 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $2,910 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $6,111 | $6,111 | ||
| DIRECTORS EXPENSES | $18,765 | $15,012 | $3,753 | $3,753 |
| DUES & SUBS. | $1,310 | $1,310 | $1,310 | |
| EMPLOYEE BENEFITS | $15,726 | $10,727 | $4,999 | $4,999 |
| EXCISE TAX | $156,358 | |||
| FOREIGN TAX CREDIT | $3,013 | $3,013 | $3,013 | |
| INVESTMENT FEES | $111,178 | $111,178 | $111,178 | |
| JUNIOR DIRECTOR FEES | $6,350 | $6,350 | ||
| OFFICE EXPENSE | $9,568 | $1,914 | $7,654 | $7,654 |
| OFFICE RENT | $15,675 | $3,135 | $12,540 | $12,540 |
| RENTAL EXPENSES | $182,170 | $182,170 | $182,170 | |
| TELEPHONE | $2,160 | $432 | $1,728 | $1,728 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY LOSS-MATISSE | -$135,439 | -$135,439 | -$135,439 |
| ROYALTIES-OTHER | $359,655 | $359,655 | $359,655 |
| ROYALTY DISTRIBUTIONS-EPM | $10,288,787 | $10,288,787 | $10,288,787 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS MATISSE FUND | $219,643 |
| WASH SALE LOSSES NON DEDUCTIBLE | $1,896 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $15,810 | Amt |
| Net Investment Income | $6,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,056 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,754 | DisbursementsCharitablePrpsAmt |
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