WITZEL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WITZEL FAMILY FOUNDATION (EIN 26-3239496)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349102253
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T12:22:12-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830232295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828010603 | 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 | 263239496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITZ | BusinessNameControlTxt |
| Phone | 3076726494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S TSCHIRGI ST | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J EVERS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3076726494 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B JOHNSON | PreparerPersonNm |
| PTIN | P00912386 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | B6F0894EE3CE79D3C0F23269B1D9146FC4654C70 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FF077B5EFF7ADADDD53F8BD4364A8803A2A09FC | 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 | $3,114,268 | 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 | $10,075 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $69,591 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $161,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $390 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,510 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,051 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $286 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $597 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $60 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $537 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,053 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,382 | CashBOYAmt |
| Cash EOY | $247,688 | CashEOYAmt |
| Cash EOYFMV | $247,688 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,259,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,219,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,595,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,070,096 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,040,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,009,200 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $205,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,919 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,890 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,739,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,715,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,114,268 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $149 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $149 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,739,285 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,715,054 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,739,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,715,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,739,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,715,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,739,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,715,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,715,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 INDEX FUND ADM | P | 2013-01-28 | 2016-08-25 | $53,400 | $37,435 | $15,965 | $15,965 |
| SMALL CAP INDEX FUND ADM | P | 2013-01-28 | 2016-08-25 | $15,600 | $11,170 | $4,430 | $4,430 |
| TOT INTL STOCK IX ADMIRAL | P | 2013-01-28 | 2016-08-25 | $25,000 | $25,407 | -$407 | -$407 |
| TOTAL BOND MKT INDEX ADM | P | 2013-01-28 | 2016-08-25 | $56,000 | $55,415 | $585 | $585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,715 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,058,287 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051934 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,042,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052755 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,883,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,716,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055284 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,677 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,804,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037328 | DistributionYr5Rt |
| Total Distribution | 0.244936 | TotalDistributionRt |
| Average Distribution | 0.048987 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,993,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,628 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $792 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,420 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $164,121 | 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 | $792 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $792 | SubtotalAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,815 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,815 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,023 | OverpaymentAmt |
| Applied To ES Tax | $1,023 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | WITZELFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076746494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH MAIN | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARY BETH EVERS | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| KAREN E NICOLARSEN | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID J NICOLARSEN | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | TREASURER | 1.00 | $3,900 | $0 | $0 |
| MICHAEL J EVERS | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK E KEHRWALD | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JAY T CRAFT | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH CRAFT | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $0 | $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 |
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 | $2,592,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,890 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,038,784 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,038,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,993,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $792 | TotalTaxAmt |
| Distributable Before Adj | $148,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,121 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $164,121 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $792 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,868 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $7,712 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,247 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,730 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,121 | QualifyingDistributionsAmt |
| Applied To Current Year | $148,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,253 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,552 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,712 | ExcessFromYear4Amt |
| Excess From Year3 | $1,610 | ExcessFromYear3Amt |
| Excess From Year2 | $10,247 | ExcessFromYear2Amt |
| Excess From Year1 | $7,730 | ExcessFromYear1Amt |
| Excess From Current Year | $15,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WITZEL FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S TSCHIRGI ST | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3077517723 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ON-LINE AT WWW.WITZELFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES EDUCATIONAL SCHOLARSHIPS AND OTHER MEANS OF FINANCIAL SUPPORT FOR STUDENTS FROM SHERIDAN COUNTY, WYOMING WHO ATTEND ACCREDITED UNIVERSITIES, COLLEGES, VOCATIONAL SCHOOLS, AND WELL ESTABLISHED EDUCATIONAL INSTITUTIONS OFFERING POST-HIGH SCHOOL EDUCATION, INCLUDING EDUCATIONAL ORGANIZATIONS IDENTIFIED BY THE FOUNDER, SARAH E. WITZEL, AND BY THE DIRECTORS, WITH SPECIAL CONSIDERATION TO AND PREFERENCE TO (BUT NOT RESTRICTED TO) ASSISTANCE TO STUDENTS WHO HAVE SPECIAL NEEDS, AND STUDENTS WHO PURSUE INTERESTS IN MUSIC EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| WYO THEATER INC | |||||||
| 42 N MAIN | SHERIDAN | WY | 82801 | EXEMPT | MET OPERA LIVE SERIES | $2,000 | |
| ST PETER'S EPISCOPAL CHURCH | |||||||
| 1 S TSCHIRGI ST | SHERIDAN | WY | 82801 | EXEMPT | JAMES MALLES OUTREACH | $8,510 | |
| MUSIC SCHOLARSHIPS TO | |||||||
| EIGHTEEN STUDENTS | SHERIDAN | WY | 82801 | N/A | MUSIC SCHOLARSHIPS | $125,090 | NONE |
| SHERIDAN HIGH SCHOOL | |||||||
| 1056 LONG DRIVE | SHERIDAN | WY | 82801 | EXEMPT | WE THE PEOPLE & SUMMER STRING PROG | $2,500 | |
| THE BRINTON MUSEUM | |||||||
| 239 BRINTON ROAD | BIG HORN | WY | 82833 | EXEMPT | GENERAL FUNDING | $1,000 | |
| SHERIDAN COLLEGE FOUNDATION | |||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | EXEMPT | GENERAL FUNDING | $17,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,715 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMCO DEL MAR, LTD | Desc |
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $69,591 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $69,591 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,351 | 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 | NELTJE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 LOWER PINEY CREEK ROAD | AddressLine1Txt |
| City | BANNER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82832 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOHATT, JOHNSON & GODWIN | CategoryTxt |
| Amt | $2,120 | Amt |
| Net Investment Income | $1,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,060 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL BOND MKT INDEX | BondNm |
| EOY Book Value | $1,040,749 | EOYBookValueAmt |
| EOYFMV | $1,009,200 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SMALL CAP INDEX FUND | $196,458 | $287,847 |
| VANGUARD TOT INTL STOCK | $368,125 | $352,153 |
| VANGUARD 500 INDEX FUND | $655,264 | $955,490 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2.65936% INTEREST IN LIMCO DEL MAR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $206,919 | BookValueAmt |
| EOYFMV | $261,890 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS ADMIN | $288 | $29 | $259 |
| OFFICE & POSTAGE | $315 | $157 | $158 |
| SCH. K-1 CHARITABLE DEDUCTION | $1,636 | $1,636 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMCO DEL MAR, LTD | Desc |
| Revenue And Expenses Per Books | $69,591 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $740 | $740 | |
| 990PF EXCISE TAXES | $1,224 | ||
| 990T TAXES | $11,195 | ||
| CALIFORNIA INCOME TAXES | $6,559 | ||
| STATE FILING FEES | $35 | $17 | $18 |
| PAYROLL TAXES | $298 | $30 | $268 |