VERNON S AND ROWENA W GRIFFITH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VERNON S AND ROWENA W GRIFFITH FOUNDATION (EIN 23-7135835)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349101723
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T10:48:29-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830276355 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARKER MELLINGER CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 S SHERIDAN AVE | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828016103 | 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 | 237135835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON & ROWENA GRIFFITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH MAIN ST SUITE 401 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROMAN SKATULA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN C HARKER CPA | PreparerPersonNm |
| PTIN | P00153235 | PTIN |
| Phone | 3076720785 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | ADAFEC8EB95D8466B0F1FFD8745F349DED8513D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C601637618305F408B16618C4BFD2874B4D31020 | 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 | $15,045,120 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $276,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $276,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,218,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$145,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $606,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $752,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $300 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,329 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,121 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,815 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,605 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,742 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $839,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,742 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $741,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $661,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,048,776 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $821,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $821,516 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,138 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,183 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,183 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,411,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,409,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,047,982 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,853 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $88,219 | OtherAssetsBOYAmt |
| Other Assets EOY | $88,218 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173,439 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,553,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,320,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,045,120 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $68,909 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $15,553,373 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $15,252,084 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,553,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,320,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,553,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,320,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,553,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,320,993 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,320,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (169 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AGRIUM INC | P | 2016-02-12 | 2016-10-21 | $2,919 | $2,642 | $277 | $277 |
| WOLTERS KLURWER NV ADR | P | 2009-10-09 | 2016-03-03 | $5,152 | $3,133 | $2,019 | $2,019 |
| CARNIVAL CORP PAIRD CTF | P | 2015-11-10 | 2016-07-15 | $64,099 | $75,717 | -$11,618 | -$11,618 |
| INTERCONTINENTAL EXCH | P | 2015-07-01 | 2016-05-05 | $59,991 | $52,160 | $7,831 | $7,831 |
| SCHWAB CHARLES CORP | P | 2016-06-28 | 2016-08-08 | $52,830 | $43,166 | $9,664 | $9,664 |
| HERSHEY COMPANY | P | 2015-11-10 | 2016-12-09 | $45,202 | $39,543 | $5,659 | $5,659 |
| TENENT HLTHCARE CORP NEW | P | 2010-05-20 | 2016-11-08 | $9,989 | $10,974 | -$985 | -$985 |
| FOOT LOCKER INC | P | 2015-12-01 | 2016-02-29 | $2,584 | $2,687 | -$103 | -$103 |
| SERVICENOW INC | P | 2016-06-20 | 2016-09-20 | $979 | $951 | $28 | $28 |
| CVS HEALTH CORP | P | 2015-12-01 | 2016-12-15 | $25,006 | $15,516 | $9,490 | $9,490 |
| MASTERCARD INC A | P | 2012-01-26 | 2016-03-21 | $49,450 | $18,867 | $30,583 | $30,583 |
| FIRST REP BK D | P | 2013-12-27 | 2016-02-29 | $363,382 | $283,971 | $79,411 | $79,411 |
| GLENCORE PLC UNSPON ADR | P | 2015-09-09 | 2016-01-12 | $2,964 | $9,727 | -$6,763 | -$6,763 |
| AFFILIATED MGRS GRP INC | P | 2016-04-27 | 2016-07-05 | $34,155 | $45,236 | -$11,081 | -$11,081 |
| CHEVRON CORP | P | 2016-05-19 | 2016-10-25 | $43,014 | $42,113 | $901 | $901 |
| INTL PAPER COMPANY | P | 2016-10-12 | 2016-11-22 | $47,841 | $45,538 | $2,303 | $2,303 |
| SNAP ON INC | P | 2016-08-17 | 2016-10-26 | $79,458 | $75,318 | $4,140 | $4,140 |
| INTEL CORP | P | 2015-03-11 | 2016-04-28 | $52,811 | $54,389 | -$1,578 | -$1,578 |
| TEJON RANCH CO | P | 2013-09-04 | 2016-09-07 | ||||
| FORTIVE CORP | P | 2016-06-20 | 2016-08-16 | $6,737 | $5,846 | $891 | $891 |
| SKYWORKS SOLUTIONS INC | P | 2015-07-13 | 2016-06-20 | $2,339 | $3,425 | -$1,086 | -$1,086 |
| CELGENE CORP | P | 2011-10-27 | 2016-09-20 | $5,717 | $1,826 | $3,891 | $3,891 |
| MCKESSON CORP | P | 2015-01-21 | 2016-09-22 | $18,164 | $23,166 | -$5,002 | -$5,002 |
| PROSPECT CAP 5.5 | P | 2015-02-03 | 2016-07-19 | $244,995 | $248,374 | -$3,379 | -$3,379 |
| HOME RETAIL GRP PLC ADR | P | 2015-04-13 | 2016-02-02 | $2,290 | $2,719 | -$429 | -$429 |
| ALLSTATE CORP | P | 2015-07-14 | 2016-02-18 | $74,910 | $78,840 | -$3,930 | -$3,930 |
| CISCO SYSTEMS INC | P | 2016-01-19 | 2016-02-23 | $51,370 | $46,724 | $4,646 | $4,646 |
| JETBLUE AIRWAYS CORP | P | 2016-01-06 | 2016-04-20 | $47,425 | $49,190 | -$1,765 | -$1,765 |
| SYSCO CORP | P | 2016-06-16 | 2016-10-21 | $42,826 | $44,146 | -$1,320 | -$1,320 |
| PEPSICO INC | P | 2013-09-06 | 2016-07-07 | $58,498 | $42,851 | $15,647 | $15,647 |
| ACUITY BRANDS INC | P | 2015-10-06 | 2016-09-20 | $25,667 | $18,377 | $7,290 | $7,290 |
| GARNTER INCORP | P | 2016-02-29 | 2016-04-07 | $2,376 | $2,427 | -$51 | -$51 |
| TRANSDIGM GROUP INC | P | 2015-12-01 | 2016-02-29 | $3,240 | $3,531 | -$291 | -$291 |
| CERNER CORP | P | 2015-09-21 | 2016-11-02 | $33,420 | $22,909 | $10,511 | $10,511 |
| MONSTER BEV CORP | P | 2015-06-18 | 2016-09-20 | $3,398 | $2,942 | $456 | $456 |
| QWEST CORP PFD SER A | P | 2011-09-14 | 2016-09-15 | $112,500 | $112,500 | ||
| MANPOWER GROUP INC | P | 2016-07-08 | 2016-11-30 | $2,053 | $1,503 | $550 | $550 |
| ALPHABET INC A | P | 2016-07-05 | 2016-10-17 | $37,351 | $32,449 | $4,902 | $4,902 |
| COMCAST CORP A NEW | P | 2016-01-04 | 2016-05-31 | $81,529 | $73,593 | $7,936 | $7,936 |
| LEAR CORP NEW | P | 2016-02-10 | 2016-12-13 | $38,744 | $27,921 | $10,823 | $10,823 |
| T MOBILE US INC | P | 2015-11-03 | 2016-02-29 | $62,451 | $63,358 | -$907 | -$907 |
| ATWOOD OCEANICS INC | P | 2015-09-24 | 2016-01-21 | $2,345 | $9,036 | -$6,691 | -$6,691 |
| ALBEMARLE CORP | P | 2016-06-29 | 2016-09-20 | $854 | $876 | -$22 | -$22 |
| INTUIT INC | P | 2015-08-19 | 2016-06-20 | $1,905 | $1,916 | -$11 | -$11 |
| ULTA BEAUTY INC | P | 2016-02-29 | 2016-09-20 | $13,358 | $9,078 | $4,280 | $4,280 |
| CITIGROUP INC NEW | P | 2015-03-12 | 2016-09-20 | $5,040 | $6,186 | -$1,146 | -$1,146 |
| PHILLIPS 66 | P | 2015-02-09 | 2016-06-21 | $21,913 | $20,806 | $1,107 | $1,107 |
| BASIS ADJUSTMENT | P | 2010-01-01 | 2016-12-31 | $5,270 | $5,270 | $5,270 | |
| PRAIRIESKY ROYALTY LTD | P | 2016-06-06 | 2016-08-10 | $120 | $116 | $4 | $4 |
| ALTRIA GROUP INC | P | 2015-11-09 | 2016-10-21 | $85,657 | $76,233 | $9,424 | $9,424 |
| CONAGRA BRANDS INC | P | 2016-04-26 | 2016-09-30 | $47,259 | $45,256 | $2,003 | $2,003 |
| LENNOX INTL INC | P | 2016-05-10 | 2016-08-09 | $50,830 | $44,760 | $6,070 | $6,070 |
| TARGET CORP | P | 2015-11-10 | 2016-02-17 | $94,847 | $106,310 | -$11,463 | -$11,463 |
| DANA INC | P | 2015-09-24 | 2016-06-08 | $138 | $176 | -$38 | -$38 |
| ALEXION PHARMS INC | P | 2016-02-29 | 2016-04-07 | $4,152 | $4,662 | -$510 | -$510 |
| JETBLUE AIRWAYS CORP | P | 2016-04-29 | 2016-07-21 | $6,035 | $7,787 | -$1,752 | -$1,752 |
| UNDER ARMOUR INC CL A | P | 2015-08-27 | 2016-06-20 | $2,791 | $3,300 | -$509 | -$509 |
| COGNIZANT TECH SLTNS A | P | 2012-11-12 | 2016-09-30 | $40,715 | $27,861 | $12,854 | $12,854 |
| PRICELINE GROUP INC | P | 2014-05-12 | 2016-06-29 | $30,063 | $17,469 | $12,594 | $12,594 |
| AGRIUM INC | P | 2014-06-02 | 2016-10-21 | $7,712 | $7,337 | $375 | $375 |
| AMAZON.COM INC | P | 2016-08-15 | 2016-10-17 | $28,463 | $26,947 | $1,516 | $1,516 |
| DARDEN RESTAURANTS INC | P | 2016-04-22 | 2016-08-11 | $66,174 | $69,464 | -$3,290 | -$3,290 |
| MSCI INC CL A | P | 2015-11-17 | 2016-07-14 | $59,646 | $50,665 | $8,981 | $8,981 |
| VALERO ENERGY CORP | P | 2015-08-26 | 2016-06-15 | $42,051 | $46,854 | -$4,803 | -$4,803 |
| MRC GLOBAL INC | P | 2015-08-05 | 2016-02-05 | $1,520 | $1,826 | -$306 | -$306 |
| AMAZON.COM INC | P | 2015-08-27 | 2016-06-20 | $5,937 | $4,660 | $1,277 | $1,277 |
| MASTERCARD INC A | P | 2016-02-29 | 2016-03-21 | $6,470 | $6,567 | -$97 | -$97 |
| UNDER ARMOUR INC CL C | P | 2016-04-29 | 2016-09-20 | $5,314 | $7,032 | -$1,718 | -$1,718 |
| COSTCO WHOLESALE | P | 2012-12-12 | 2016-09-20 | $3,267 | $2,062 | $1,205 | $1,205 |
| SALESFORCE.COM INC | P | 2015-04-23 | 2016-09-20 | $3,409 | $2,957 | $452 | $452 |
| H LUNDBECK A/S ADR LVL 1 | P | 2015-01-05 | 2016-03-10 | $10,516 | $6,131 | $4,385 | $4,385 |
| AMERISOURCEBERGEN CORP | P | 2016-01-12 | 2016-02-16 | $43,262 | $47,512 | -$4,250 | -$4,250 |
| DELTA AIRLINES INC NEW | P | 2016-01-06 | 2016-07-12 | $29,417 | $36,336 | -$6,919 | -$6,919 |
| MARATHON PETROLEUM CORP | P | 2015-12-15 | 2016-02-04 | $35,496 | $49,708 | -$14,212 | -$14,212 |
| VERIZON COMMS INC | P | 2016-04-12 | 2016-06-08 | $73,434 | $66,523 | $6,911 | $6,911 |
| WADDEL & REED FINL CL A | P | 2015-08-05 | 2016-02-05 | $22,182 | $49,609 | -$27,427 | -$27,427 |
| AMSURG CORP | P | 2016-04-29 | 2016-09-20 | $11,540 | $13,618 | -$2,078 | -$2,078 |
| MAXIMUS INC | P | 2016-02-29 | 2016-04-07 | $42,036 | $55,035 | -$12,999 | -$12,999 |
| WELLS FARGO & CO NEW | P | 2016-04-29 | 2016-05-02 | $5,355 | $5,498 | -$143 | -$143 |
| DANAHER CORP | P | 2010-05-20 | 2016-09-20 | $1,624 | $653 | $971 | $971 |
| SCHLUMBERGER LTD | P | 2012-09-04 | 2016-09-20 | $4,635 | $4,269 | $366 | $366 |
| HENDERSON LD DEV ADR | P | 2014-12-11 | 2016-07-01 | $3 | $3 | ||
| AMGEN INC | P | 2015-09-01 | 2016-08-02 | $26,327 | $22,639 | $3,688 | $3,688 |
| ETRADE FINL CORP NEW | P | 2016-01-11 | 2016-02-17 | $39,857 | $47,685 | -$7,828 | -$7,828 |
| MASCO CORP | P | 2016-01-13 | 2016-03-31 | $59,034 | $47,969 | $11,065 | $11,065 |
| WYNDHAM WORLDWIDE CORP | P | 2016-08-17 | 2016-12-08 | $75,600 | $69,047 | $6,553 | $6,553 |
| AMERICAN EAGLE OUTFITTERS | P | 2015-08-05 | 2016-09-23 | $19,061 | $15,858 | $3,203 | $3,203 |
| BAKER HUGHES INC | P | 2016-06-21 | 2016-11-01 | $49,483 | $42,325 | $7,158 | $7,158 |
| MCKESSON CORP | P | 2016-04-29 | 2016-09-22 | $3,189 | $3,345 | -$156 | -$156 |
| MYLAN N V | P | 2016-04-08 | 2016-09-20 | $3,083 | $3,319 | -$236 | -$236 |
| FACEBOOK INC CL A | P | 2014-04-02 | 2016-09-20 | $7,069 | $3,836 | $3,233 | $3,233 |
| SKYWORKS SOLUTIONS INC | P | 2015-07-13 | 2016-09-20 | $603 | $806 | -$203 | -$203 |
| HOME RETAIL GRP PLC ADR | P | 2014-06-18 | 2016-02-02 | $5,966 | $5,241 | $725 | $725 |
| APPLE INC | P | 2015-08-25 | 2016-01-29 | $86,657 | $102,527 | -$15,870 | -$15,870 |
| EBAY INC | P | 2016-01-04 | 2016-07-22 | $63,202 | $58,242 | $4,960 | $4,960 |
| MCKESSON CORP | P | 2016-08-08 | 2016-10-10 | $38,967 | $45,769 | -$6,802 | -$6,802 |
| MICHAEL KORS HLDGS LTD | P | 2016-04-26 | 2016-05-19 | $35,764 | $46,005 | -$10,241 | -$10,241 |
| ATWOOD OCEANICS INC | P | 2014-11-04 | 2016-01-21 | $6,604 | $40,928 | -$34,324 | -$34,324 |
| BANK AMERICA CORP | P | 2015-06-05 | 2016-03-21 | $1,277 | $1,588 | -$311 | -$311 |
| MONSTER BEV CORP NEW | P | 2015-06-18 | 2016-03-21 | $1,080 | $1,070 | $10 | $10 |
| ALEXION PHARMS INC | P | 2012-08-21 | 2016-04-07 | $22,901 | $15,704 | $7,197 | $7,197 |
| FOOT LOCKER INC | P | 2013-08-14 | 2016-02-29 | $31,446 | $12,438 | $19,008 | $19,008 |
| STARBUCKS CORP | P | 2012-12-21 | 2016-09-22 | $29,794 | $14,488 | $15,306 | $15,306 |
| MANPOWER GROUP INC | P | 2014-10-06 | 2016-11-30 | $9,497 | $5,000 | $4,497 | $4,497 |
| BANK AMERICAN CORP | P | 2016-09-30 | 2016-11-15 | $43,855 | $35,055 | $8,800 | $8,800 |
| F5 NETWORKS INC | P | 2016-04-25 | 2016-11-15 | $15,317 | $11,280 | $4,037 | $4,037 |
| MOTOROLA SOLUTIONS INC | P | 2016-06-16 | 2016-08-15 | $48,613 | $44,133 | $4,480 | $4,480 |
| LYONDELLBASELL N V CL A | P | 2016-01-06 | 2016-02-22 | $89,576 | $100,107 | -$10,531 | -$10,531 |
| CABELAS INC | P | 2010-05-20 | 2016-10-12 | $31,455 | $8,896 | $22,559 | $22,559 |
| BE AEROSPACE INC | P | 2016-04-29 | 2016-10-24 | $62,715 | $51,269 | $11,446 | $11,446 |
| NETFLIX INC | P | 2015-12-01 | 2016-02-29 | $46,223 | $59,724 | -$13,501 | -$13,501 |
| ALPHABET INC | P | 2011-01-26 | 2016-09-20 | $5,165 | $2,170 | $2,995 | $2,995 |
| FORTIVE CORP | P | 2011-01-07 | 2016-08-16 | $6,952 | $2,638 | $4,314 | $4,314 |
| TRANSDIGM GROUP INC | P | 2012-06-12 | 2016-02-29 | $16,847 | $6,543 | $10,304 | $10,304 |
| NIPPON TEL&TEL SPONS ADR | P | 2009-10-09 | 2016-06-28 | $5,851 | $2,860 | $2,991 | $2,991 |
| BEST BUY COMPANY INC | P | 2015-11-11 | 2016-01-19 | $39,582 | $50,313 | -$10,731 | -$10,731 |
| GENERAL DYNAMICS CORP | P | 2016-06-15 | 2016-08-11 | $71,609 | $66,504 | $5,105 | $5,105 |
| NUCOR CORP | P | 2016-04-11 | 2016-07-15 | $53,523 | $45,393 | $8,130 | $8,130 |
| AMGEN INC | P | 2015-07-06 | 2016-08-02 | $56,881 | $52,442 | $4,439 | $4,439 |
| CORRECTIONS CRP AMER NEW | P | 2013-05-21 | 2016-10-12 | $19,655 | $37,206 | -$17,551 | -$17,551 |
| BRISTOL MYERS SQUIBB CO | P | 2016-08-10 | 2016-09-20 | $449 | $485 | -$36 | -$36 |
| PHILLIPS 66 | P | 2016-04-29 | 2016-06-21 | $22,400 | $25,191 | -$2,791 | -$2,791 |
| AMAZON.COM INC | P | 2015-08-27 | 2016-09-20 | $1,557 | $1,036 | $521 | $521 |
| GARNTER INCORP | P | 2013-03-04 | 2016-04-07 | $16,977 | $9,828 | $7,149 | $7,149 |
| UNDER ARMOUR INC CL A | P | 2015-08-27 | 2016-09-20 | $463 | $578 | -$115 | -$115 |
| ROYAL DUTCH SHELL ADR B | P | 2013-01-15 | 2016-08-01 | $3,074 | $4,219 | -$1,145 | -$1,145 |
| BOEING COMPANY | P | 2016-01-13 | 2016-02-02 | $65,449 | $73,487 | -$8,038 | -$8,038 |
| HARTFORD FINL SVCS GROUP | P | 2016-04-20 | 2016-08-02 | $39,104 | $45,592 | -$6,488 | -$6,488 |
| PPG INDUSTRIES INC | P | 2016-04-28 | 2016-10-12 | $54,904 | $67,466 | -$12,562 | -$12,562 |
| BIOGEN INC | P | 2014-11-25 | 2016-06-15 | $54,124 | $68,899 | -$14,775 | -$14,775 |
| DANA INC | P | 2014-07-21 | 2016-06-08 | $19,766 | $35,844 | -$16,078 | -$16,078 |
| CVS HEALTH CORP | P | 2016-04-29 | 2016-12-15 | $1,767 | $2,272 | -$505 | -$505 |
| PRICELINE GROUP INC | P | 2016-04-29 | 2016-06-29 | $16,139 | $16,731 | -$592 | -$592 |
| AMSURG CORP | P | 2015-09-16 | 2016-09-20 | $33,681 | $43,791 | -$10,110 | -$10,110 |
| HOME DEPOT INC | P | 2012-06-26 | 2016-09-20 | $5,907 | $2,394 | $3,513 | $3,513 |
| UNDER ARMOUR INC CL C | P | 2015-08-27 | 2016-09-20 | $14,945 | $20,776 | -$5,831 | -$5,831 |
| SAP SE SPONS ADR | P | 2015-02-03 | 2016-10-03 | $4,001 | $3,006 | $995 | $995 |
| BOSTON SCIENTIFIC CORP | P | 2016-08-17 | 2016-12-08 | $65,086 | $76,085 | -$10,999 | -$10,999 |
| HERSHEY COMPANY | P | 2015-10-29 | 2016-06-16 | $41,928 | $37,935 | $3,993 | $3,993 |
| PUBLIC STORAGE INC | P | 2016-06-15 | 2016-09-06 | $61,828 | $66,814 | -$4,986 | -$4,986 |
| CITIGROUP INC NEW | P | 2013-06-27 | 2016-01-28 | $63,404 | $74,043 | -$10,639 | -$10,639 |
| FIRST INDUSTRIAL RLTY TR | P | 2010-05-20 | 2016-10-11 | $11,127 | $2,710 | $8,417 | $8,417 |
| CERNER CORP | P | 2016-04-29 | 2016-11-02 | $5,778 | $6,141 | -$363 | -$363 |
| ROYAL DUTCH SHELL ADR B | P | 2016-06-20 | 2016-09-20 | $804 | $868 | -$64 | -$64 |
| APPLE INC | P | 2011-06-28 | 2016-09-20 | $6,821 | $3,213 | $3,608 | $3,608 |
| INTUIT INC | P | 2015-08-19 | 2016-09-20 | $16,293 | $10,894 | $5,399 | $5,399 |
| VISA INC CLASS A | P | 2012-09-04 | 2016-09-20 | $5,301 | $2,184 | $3,117 | $3,117 |
| SEKISUI HOUSE LTD ADR | P | 2009-10-09 | 2016-07-08 | $2,419 | $1,242 | $1,177 | $1,177 |
| CBS CORP NEW CL B | P | 2016-06-28 | 2016-11-22 | $22,457 | $19,359 | $3,098 | $3,098 |
| ILLINOIS TOOL WORKS INC | P | 2016-01-13 | 2016-09-21 | $98,070 | $77,281 | $20,789 | $20,789 |
| RAYTHEON COMPANY NEW | P | 2016-08-11 | 2016-12-05 | $34,215 | $32,096 | $2,119 | $2,119 |
| CITRIX SYSTEMS INC | P | 2015-12-09 | 2016-12-12 | $31,773 | $27,676 | $4,097 | $4,097 |
| MRC GLOBAL INC | P | 2013-12-06 | 2016-02-05 | $10,269 | $31,197 | -$20,928 | -$20,928 |
| COGNIZANT TECH SLTNS A | P | 2016-04-29 | 2016-09-30 | $6,408 | $8,114 | -$1,706 | -$1,706 |
| SALESFORCE.COM INC | P | 2015-04-23 | 2016-03-21 | $1,086 | $1,031 | $55 | $55 |
| BANK AMERICA CORP | P | 2015-06-05 | 2016-09-20 | $3,738 | $4,539 | -$801 | -$801 |
| INTUIT SURGICAL NEW | P | 2011-12-15 | 2016-09-20 | $3,231 | $2,145 | $1,086 | $1,086 |
| VULCAN MATERIALS COMPANY | P | 2015-02-09 | 2016-09-20 | $3,667 | $2,514 | $1,153 | $1,153 |
| SHISEIDO LTD SPONS ADR | P | 2012-08-02 | 2016-03-23 | $6,447 | $4,439 | $2,008 | $2,008 |
| CA INC | P | 2015-12-15 | 2016-02-23 | $51,691 | $49,867 | $1,824 | $1,824 |
| INTEL CORP | P | 2016-01-08 | 2016-04-28 | $25,727 | $25,885 | -$158 | -$158 |
| RED HAT INC | P | 2016-07-12 | 2016-10-04 | $104,671 | $89,775 | $14,896 | $14,896 |
| DELTA AIRLINES INC NEW | P | 2014-07-08 | 2016-07-12 | $50,740 | $44,033 | $6,707 | $6,707 |
| STURM RUGER & CO INC | P | 2009-12-17 | 2016-09-09 | $9,506 | $1,644 | $7,862 | $7,862 |
| EXXON MOBIL CORP | P | 2016-03-21 | 2016-09-20 | $4,294 | $4,020 | $274 | $274 |
| SCHWAB CHARLES CORP NEW | P | 2016-05-02 | 2016-09-20 | $2,949 | $2,873 | $76 | $76 |
| BLACKROCK INC | P | 2011-12-28 | 2016-09-20 | $5,971 | $3,008 | $2,963 | $2,963 |
| JETBLUE AIRWAYS CORP | P | 2015-04-23 | 2016-07-21 | $27,778 | $31,692 | -$3,914 | -$3,914 |
| WELLS FARGO & CO NEW | P | 2012-01-04 | 2016-05-02 | $25,464 | $14,369 | $11,095 | $11,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,981 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$38,873 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $747,842 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,602,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047932 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $833,172 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,599,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $538,471 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,645,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034418 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $520,664 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,309,797 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $492,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,499,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036473 | DistributionYr5Rt |
| Total Distribution | 0.205402 | TotalDistributionRt |
| Average Distribution | 0.041080 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,433,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $592,933 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,617 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $599,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $741,758 | 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 | $6,617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,617 | SubtotalAmt |
| Tax Based On Investment Income | $6,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,183 | OverpaymentAmt |
| Applied To ES Tax | $2,183 | 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 |
| 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 | HARKER MELLINGER CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076720785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DRIVE STE 1 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN C HARKER | ||||||||
| 2020 SUMMIT DRIVE | SHERIDAN | WY | 82801 | ASSISTANT TR | 1.00 | $4,800 | $0 | $0 |
| RICHARD KILPATRICK | ||||||||
| 114 SCOTT DRIVE | SHERIDAN | WY | 82801 | SECRETARY | 1.00 | $4,800 | $0 | $0 |
| ARTHUR FELKER | ||||||||
| 1305 GAGE PLACE | SHERIDAN | WY | 82801 | PRESIDENT | 1.00 | $6,000 | $0 | $0 |
| RONALD J DESTEFANO | ||||||||
| 1110 ABSARAKA | SHERIDAN | WY | 82801 | ASSISTANT SE | 1.00 | $4,800 | $0 | $0 |
| ROMAN SKATULA | ||||||||
| 222 2ND WEST PARKWAY | SHERIDAN | WY | 82801 | TREASURER | 1.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SHERIDAN SENIOR CENTER, SHERIDAN WYOMING SUPPORT FOR GENERAL CENTER OPERATIONS | Description1Txt |
| Description2 | ST PETERS EPISCOPAL CHURCH - PROVIDE FUNDS FOR GENERAL FUNCTIONS | Description2Txt |
| Description3 | SHERIDAN COLLEGE, SHERIDAN, WYOMING - SUPPORT FOR GENERAL EDUCATION AND SCHOOL FUNCTIONS | Description3Txt |
| Description4 | MEMORIAL HOSPITAL OF SHERIDAN COUNTY, SHERIDAN, WYOMING - SUPPORT FOR GENERAL HOSPITAL/MEDICAL FUNCTIONS | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,885,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $767,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,653,421 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,653,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,433,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,617 | TotalTaxAmt |
| Distributable Before Adj | $715,064 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $715,064 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $715,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $741,758 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $741,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,617 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $735,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $715,064 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $14,320 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $14,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $741,758 | QualifyingDistributionsAmt |
| Applied To Current Year | $715,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,694 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,014 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $41,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,320 | ExcessFromYear2Amt |
| Excess From Current Year | $26,694 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRIFFITH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROMAN SKATULA | AddressLine1Txt |
| Address Line2 | 2 NO MAIN STREET SUITE 401 | AddressLine2Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076723535 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT TO THE GRIFFITH FOUNDATION BOARD OF TRUSTEES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SPECIFIC DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL AWARDS AND GRANTS ARE AT THE TOTAL DISCRETION OF THE BOARD OF TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FREE CLINIC | ||||||||
| PO BOX 682 | SHERIDAN | WY | 82801 | NONE | 501(C)(3) | SUPPORT PROVIDING FREE HEALTH CARE | $10,000 | |
| GIRL SCOUTS | ||||||||
| 244 NORTH MAIN | SHERIDAN | WY | 82801 | NONE | 501(C)(3) | SUPPORT GIRL SCOUT PROGRAM | $5,000 | |
| YOUTH INC | ||||||||
| C/O T SMITH | STORY | WY | 82801 | NONE | 501(C)(3) | SUPPORT YOUTH CAMPING | $10,000 | 31 WAGON BOX |
| ST PETERS EPISCOPAL CHURCH | ||||||||
| 1 S TSCIGRI | SHERIDAN | WY | 82801 | NONE | CHURCH | SUPPORT CHURCH ACTIVITES | $25,000 | |
| SHERIDAN COUNTY SENIOR CENTER | ||||||||
| 211 SMITH | SHERIDAN | WY | 82801 | NONE | 501(C)(3) | SUPPORT COMMUNITY SENIOR CENTER | $75,000 | |
| SHERIDAN COLLEGE | ||||||||
| 3059 COFFEEN AVE | SHERIDAN | WY | 82801 | NONE | PUBLIC | SUPPORT FOR SCHOOL FUNCTIONS | $385,000 | |
| SHERIDAN MEMORIAL HOSPITAL | ||||||||
| 1404 WEST 5TH | SHERIDAN | WY | 82801 | NONE | PUBLIC | SUPPORT HOSPITAL FUNCTIONS | $200,000 | |
| CLEARMONT HISTORICAL GROUP | ||||||||
| CLEARMONT | CLEARMONT | WY | 82835 | NONE | PUBLIC | SUPPORT ACTIVITIES | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,374 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,873 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,981 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | ||
| OTHER INVESTMENT INCOME | 14 | -$145,629 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $606,771 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $606,771 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $3,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $14,409,076 | EOYBookValueAmt |
| EOYFMV | $14,047,982 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $25,853 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $25,853 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $400 | LegalFeesAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5TH STREET LAND | $1 | $1 | |
| BRANDS | $100 | $100 | $100 |
| MINERAL RIGHTS | $87,278 | $87,278 | $172,500 |
| PICTURES | $839 | $839 | $839 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $391 | $294 | $97 |
| LICENSES AND PERMITS | $25 | $19 | $6 |
| MEMORIALS | |||
| MISCELLANEOUS | $64 | $48 | $16 |
| OFFICE SUPPLIES | $82 | $62 | $20 |
| SECRETARIAL SERVICES | $1,200 | $900 | $300 |
| SUPPLIES | $180 | $135 | $45 |
| TELEPHONE | $144 | $108 | $36 |
| REPAIRS & MAINTENANCE | $466 | $349 | $117 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LAMAR SIGN LEASE | $150 | $150 |
| LITIGATION PROCEEDS | $22 | $22 |
| OTHER INVESTMENT INCOME | -$145,629 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE - STIFEL NICOLAUS | CategoryTxt |
| Amt | $75,678 | Amt |
| Net Investment Income | $56,758 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,920 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,484 | $3,329 | $1,121 |
| FEDERAL EXCISE TAXES | $6,617 |
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