THE ROBERTS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERTS FAMILY FOUNDATION (EIN 74-2269660)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102048
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T14:09:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | PO BOX H | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828010618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742269660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERTS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 3076720785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DRIVE SUITE 1 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD B ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA COX CPA | PreparerPersonNm |
| PTIN | P00633076 | PTIN |
| Phone | 3076720785 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,629,985 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,629 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,629 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,225 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $21,510 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $121,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,857 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,142 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $924 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $231 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,842 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,142 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,335 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,480 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,064 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,064 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,547,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,594,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,547,586 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,647,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,677,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,629,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,647,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,677,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,647,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,677,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,647,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,677,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,647,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,490 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,677,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,677,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PROFESSIONALLY MGD PTFL | P | 2014-02-26 | 2015-01-27 | $36,881 | $35,500 | $1,381 | $1,381 |
| STERLING CAPITAL SPECIAL OPP | P | 2014-12-22 | 2015-01-27 | $2,255 | $2,344 | -$89 | -$89 |
| TETON WESTWOOD MIGHTY MITES | P | 2014-12-22 | 2015-01-27 | $1,129 | $1,202 | -$73 | -$73 |
| ISHARES EEM | P | 2015-01-01 | 2015-01-15 | $2,808 | $1,225 | $1,583 | $1,583 |
| ISHARES EFA | P | 2015-01-01 | 2015-12-31 | $4,129 | $5,150 | -$1,021 | -$1,021 |
| ISHARES IWM | P | 2015-01-01 | 2015-12-31 | $29,855 | $20,191 | $9,664 | $9,664 |
| SPDR TR SPY | P | 2015-01-01 | 2015-12-31 | $98,797 | $88,732 | $10,065 | $10,065 |
| PEAR TREE PANAGORA | P | 2013-12-23 | 2015-01-27 | $190 | $186 | $4 | $4 |
| PRIME CAP ODYSSEY | P | 2013-11-19 | 2015-11-12 | $142,474 | $123,758 | $18,716 | $18,716 |
| PROFESSIONALLY MGD PTFL | P | 2013-11-22 | 2015-01-27 | $29,561 | $27,268 | $2,293 | $2,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,225 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,510 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,519 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,623,497 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042821 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,098 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,402,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,747 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,134,152 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,063,381 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,585 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,394,468 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096514 | DistributionYr5Rt |
| Total Distribution | 0.286769 | TotalDistributionRt |
| Average Distribution | 0.057354 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,557,991 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $896 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,791 | SubtotalAmt |
| Tax Based On Investment Income | $1,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,264 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,264 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,473 | OverpaymentAmt |
| Applied To ES Tax | $8,473 | 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 |
| Individual With Books | DONALD B ROBERTS | IndividualWithBooksNm |
| Phone | 3076720785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DR SUITE 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STACEY ROBERTS | ||||||||
| 20 PINE LANE | SHERIDAN | WY | 82801 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| DONALD B ROBERTS | ||||||||
| 20 PINE LANE | SHERIDAN | WY | 82801 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAY MCGINNIS | ||||||||
| 417 NORTH JEFFERSON STREET | SHERIDAN | WY | 82801 | SECRETARY | 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 | $1,547,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,581,717 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,581,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,557,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,791 | TotalTaxAmt |
| Distributable Before Adj | $76,109 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,109 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,073 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,073 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $60,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,274 | UndistributedIncomePYAmt |
| Qualifying Distributions | $60,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,274 | AppliedToYear1Amt |
| Applied To Current Year | $48,799 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,310 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST PEOPLES CENTER FOR ED | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501 (C) | GENERAL | $5,000 |
| K-LIFE | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C) | GENERAL | $2,500 |
| THE FOOD GROUP | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C) | GENERAL | $1,000 |
| WILR | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C) | GENERAL | $23,500 |
| BIG HORN EDUCATION FUND | |||||||
| GENERAL | BIG HORN | WY | 82833 | NONE | 501(C)3 | GENERAL | $250 |
| VOLUNTEERS OF AMERICA | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C)3 | GENERAL | $12,500 |
| PENNISULA PILATES PROJECT | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C)3 | GENERAL | $2,000 |
| CITY OF SHERIDAN | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C)3 | GENERAL | $250 |
| BIG BROTHERS BIG SISTERS | |||||||
| GENERAL | SHERIDAN | WY | 82801 | NONE | 501(C)3 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,857 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $1,594,923 | EOYBookValueAmt |
| EOYFMV | $1,547,586 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL FEES | $39,212 | $31,370 | $7,842 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $739 | $591 | $148 |
| EXCISE TAX | $416 | $333 | $83 |
Comments