WASHAKIE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WASHAKIE FOUNDATION (EIN 26-1459358)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201731259349101048
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:27:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261459358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washakie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN WEEKS | PersonNm |
| Person Title | co president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171255000129 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $6,511,998 | 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 | $811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,220,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,811 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,634 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,105 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $652 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $252 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,062 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $405,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,405 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $265,770 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $230,669 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $243,692 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,193,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,134,760 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,513,067 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $742,038 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $589,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $581,834 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,368,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,128,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,511,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,368,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,128,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,368,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,128,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,368,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,128,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,368,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,237 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,128,567 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,128,567 | 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 | $2,220,596 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,202,785 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,811 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,811 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,811 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $374,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,063,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053043 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $359,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,421,249 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $371,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,309,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050801 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $377,444 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,505,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050289 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,174 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,673,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045244 | DistributionYr5Rt |
| Total Distribution | 0.247782 | TotalDistributionRt |
| Average Distribution | 0.049556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,625,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $328,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $329,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $343,862 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,036 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,036 | SubtotalAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,131 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,131 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $95 | OverpaymentAmt |
| Applied To ES Tax | $95 | 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 |
| 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 | $61,105 | 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 | $6,272,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,726,480 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,726,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,625,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,036 | TotalTaxAmt |
| Distributable Before Adj | $330,243 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $330,243 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $330,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,862 | 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 | $343,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $342,826 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $335,666 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $343,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $335,666 | AppliedToYear1Amt |
| Applied To Current Year | $8,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $322,047 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY FOR THE ROYAL ACADEMY OF MUSIC IN | |||||||
| 15 W 81ST ST | NEW YORK | NY | 10024 | N/A | PC | The Athena Scholarship | $2,500 |
| AUROVILLE INTERNATIONAL USA | |||||||
| PO BOX 188158 | SACRAMENTO | CA | 95818 | N/A | PC | Grant is for WasteLess Project | $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 |
| CAPITOL HILL COMMUNITY SERVICES | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $2,500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | N/A | PC | General & Unrestricted | $1,000 |
| COMMITTEE TO PROTECT JOURNALISTS INC | |||||||
| 330 7TH AVE 11TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| DEMOCRACY NOW PRODUCTIONS INC | |||||||
| 207 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| DENVER RESCUE MISSION | |||||||
| 6100 SMITH RD | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $2,500 |
| ELECTRONIC FRONTIER FOUNDATION INC | |||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | N/A | PC | General & Unrestricted | $12,500 |
| FRIENDS OF BOROUME INC | |||||||
| 2600 HUDSON ST | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $1,500 |
| GATESTONE INSTITUTE | |||||||
| 750 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 |
| GREENING YOUTH FOUNDATION INC | |||||||
| 100 EDGEWOOD AVE STE 875 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,250 |
| GUN OWNERS FOUNDATION | |||||||
| 8001 FORBES PL STE 102 | SPRINGFIELD | VA | 22151 | N/A | PC | General & Unrestricted | $2,000 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | Intern Program | $1,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | General & Unrestricted | $2,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | Manuscript Department of the Lilly Library | $2,500 |
| INTREPID FALLEN HEROES FUND | |||||||
| 1 INTREPID SQ | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| LABYRINTH INC | |||||||
| 155 BANK ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $3,000 |
| LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS | |||||||
| 518 W MAGNOLIA AVE | AUBURN | AL | 36832 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $1,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | projects West of the Mississippi and within the intercontinental United States | $5,000 |
| NEVADA CITY COMMUNITY BROADCAST GROUP | |||||||
| 120 BRIDGE ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $5,000 |
| NRA CIVIL RIGHTS DEFENSE FUND | |||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | N/A | PC | General & Unrestricted | $1,000 |
| NRA FREEDOM ACTION FOUNDATION | |||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | N/A | PC | General & Unrestricted | $1,000 |
| PACIFICA FOUNDATION RADIO | |||||||
| 1925 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $10,000 |
| PARTNERS IN FOOD SOLUTIONS | |||||||
| 9010 PLYMOUTH AVE N | MINNEAPOLIS | MN | 55427 | N/A | PC | General & Unrestricted | $1,250 |
| PRO PUBLICA INC | |||||||
| 155 AVE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $10,000 |
| PYE GLOBAL | |||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | N/A | PC | General & Unrestricted | $25,000 |
| PYE GLOBAL | |||||||
| PO BOX 1481 | LANGLEY | WA | 98260 | N/A | PC | Elix/Greece Project | $3,800 |
| RIEKES CENTER FOR HUMAN ENHANCEMENT | |||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $5,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | General & Unrestricted | $10,000 |
| SEQUOIA FORESTKEEPER | |||||||
| PO BOX 2134 | KERNVILLE | CA | 93238 | N/A | PC | defrayal of staff salaries and associated benefits as determined by Executive Director Ara Marderosian | $72,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $30,000 |
| SIERRA HARVEST | |||||||
| 313 RAILROAD AVE STE 201 | NEVADA CITY | CA | 95959 | N/A | PC | Assessment and scholarship as discussed with Aimee and Malaika | $30,000 |
| SIERRA STREAMS INSTITUTE | |||||||
| 431 UREN ST | NEVADA CITY | CA | 95959 | N/A | PC | General & Unrestricted | $7,000 |
| WHOLE CHILD INTERNATIONAL | |||||||
| 11726 SAN VICENTE BLVD STE 222 | LOS ANGELES | CA | 90049 | N/A | PC | General & Unrestricted | $2,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $3,500 |
| 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 | $311,800 | 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 | $811 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,012 | 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 | $17,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $165,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,634 | 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 | $55,146 |
| CARDINAL HEALTH INC NOTE - 4.6 | $54,293 | $53,623 |
| CISCO SYSTEMS - 4.950% - 02/15 | $105,356 | $106,898 |
| DEVON ENERGY CORP NOTE - 6.300 | $59,025 | $53,206 |
| GOLDMAN SACHS GROUP INC - 5.37 | $55,488 | $54,250 |
| HEWLETT-PACKARD CO - 4.050% - | $49,403 | $51,747 |
| JPMORGAN CHASE & CO SR NT - 6. | $106,098 | $104,312 |
| MURPHY OIL CORP FR - 4.000% - | $49,980 | $48,075 |
| WHIRLPOOL CORP - 4.700% - 06/0 | $52,833 | $54,577 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $131,242 | $129,937 |
| ACCENTURE PLC | $135,476 | $140,556 |
| ALPHABET INC CL A | $148,514 | $257,546 |
| ANADARKO PETROLEUM CORP | $184,883 | $146,433 |
| APPLE INC | $114,871 | $251,909 |
| BECTON DICKINSON & CO | $157,196 | $165,550 |
| BLACKROCK INC | $138,350 | $133,189 |
| CVS CAREMARK CORP | $152,377 | $118,365 |
| DOMINION RESOURCES INC | $137,800 | $153,180 |
| FACEBOOK INC | $167,446 | $230,100 |
| GILEAD SCIENCES INC | $53,685 | $114,576 |
| HOME DEPOT INC | $135,277 | $134,080 |
| ILLINOIS TOOL WORKS | $98,022 | $134,706 |
| INVESCO PLC | $123,825 | $109,224 |
| LOCKHEED MARTIN CORP | $145,213 | $143,716 |
| MEDTRONIC PLC | $141,233 | $128,214 |
| MERCK & CO INC | $155,752 | $158,949 |
| MICROSOFT CORP | $139,922 | $155,350 |
| NORDSTROM INC | $164,389 | $143,790 |
| NOVARTIS AG ADR | $137,441 | $131,112 |
| PALO ALTO NETWORKS INC | $154,895 | $137,555 |
| PEPSICO INC | $141,635 | $136,019 |
| ROCKWELL AUTOMATION INC | $135,668 | $154,560 |
| SCHLUMBERGER LTD | $132,835 | $151,110 |
| SPDR DOUBLELINE TOTAL RETURN T | $249,288 | $241,950 |
| SPDR GOLD SHARES | $624,608 | $602,854 |
| STARBUCKS CORP COM | $91,022 | $149,904 |
| TJX COMPANIES INC | $144,530 | $150,260 |
| UNION PACIFIC | $131,678 | $147,744 |
| UNITED TECHNOLOGIES CORP | $140,810 | $142,506 |
| V F CORP | $140,213 | $121,371 |
| VISA INC | $155,458 | $148,238 |
| WALT DISNEY HOLDINGS CO | $129,206 | $148,514 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $230,669 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $243,692 | 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 | $32,037 | $32,037 | |
| Bank Charges | $252 | $252 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $61,105 | Amt |
| Net Investment Income | $61,105 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $652 | Amt |
| Net Investment Income | $652 | NetInvestmentIncomeAmt |