THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM F WELCH AND LORENE W WELCH FOUNDATION (EIN 83-6033434)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-02-23
- IRS object ID
- 201520549349100312
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2015-02-23T16:21:32-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 RINALDO JOHNSON & GODWIN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 828010603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836033434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F WELCH & | BusinessNameLine1 |
| Business Name Line2 | LORENE W WELCH FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3076741770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX J | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B EBZERY | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3076741770 | PhoneNum |
| Signature | 2015-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVERETT J MOHATT | PreparerPersonNm |
| PTIN | P00404222 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2015-02-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,280,837 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $795,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,001 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $269,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,389 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,896 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $975 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,547,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,507,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,717,547 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $124,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $131,294 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $40,975 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,975 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $335,426 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,700,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,769,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,280,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,700,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,769,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,700,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,769,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,700,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,769,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,700,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,073 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,769,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,769,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| COAL | D | 2014-04-01 | $40,000 | $40,000 | $40,000 | ||
| 250-LORILLARD INC | P | 2014-03-06 | $13,159 | $2,042 | $2,042 | 2023-07-02 | $11,117 |
| 1499.979-TORTOISE ENERGY CAPITAL COR | P | 2013-11-06 | $49,819 | $13,795 | $13,795 | 2010-03-22 | $36,024 |
| 1000-ZIONS BANCORP DEP | P | 2013-09-16 | $25,000 | -$6 | -$6 | 2010-11-30 | $25,006 |
| 200-3D SYSTEMS COP | P | 2013-11-14 | $15,720 | $9,348 | $9,348 | 2013-03-22 | $6,372 |
| 250-MCDONALDS CORP | P | 2014-08-06 | $23,358 | $8,753 | $8,753 | 2008-04-22 | $14,605 |
| 26.643-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $885 | $293 | $293 | 2010-06-01 | $592 |
| 1000-ZIONS BANCORP DEP | P | 2013-09-16 | $25,000 | -$296 | -$296 | 2011-08-22 | $25,296 |
| 400-3D SYSTEMS COP | P | 2014-01-24 | $32,290 | $19,547 | $19,547 | 2013-03-22 | $12,743 |
| 700-OMEGA HEALCARE INVESTORS | P | 2013-11-08 | $21,752 | -$1,465 | -$1,465 | 2013-07-16 | $23,217 |
| 25.712-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $854 | $247 | $247 | 2010-09-01 | $607 |
| 1000-ZIONS BANCORP DEP | P | 2013-09-16 | $25,000 | -$122 | -$122 | 2011-10-05 | $25,122 |
| 200-3D SYSTEMS COP | P | 2014-04-29 | $8,734 | $2,362 | $2,362 | 2013-03-22 | $6,372 |
| 300-OMEGA HEALCARE INVESTORS | P | 2013-11-08 | $9,322 | -$405 | -$405 | 2013-07-29 | $9,727 |
| 24.152-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $802 | $181 | $181 | 2010-11-30 | $621 |
| 1000-ZIONS BANCORP DEP | P | 2013-09-16 | $25,000 | -$390 | -$390 | 2013-06-09 | $25,390 |
| 200-3D SYSTEMS COP | P | 2014-04-29 | $8,734 | -$986 | -$986 | 2013-10-09 | $9,720 |
| 200-PHILIP MORRIS INTL | P | 2014-08-06 | $16,650 | $10,714 | $10,714 | 2005-07-13 | $5,936 |
| 23.023-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $765 | $134 | $134 | 2011-03-01 | $631 |
| 1-VECTOR GROUP | P | 2013-09-27 | $10 | 2011-06-09 | $10 | ||
| 500-ADOBE SYSTEMS | P | 2014-01-07 | $29,199 | $6,050 | $6,050 | 2013-07-02 | $23,149 |
| 300-QUALCOM INC | P | 2013-11-15 | $21,614 | $1,921 | $1,921 | 2013-04-09 | $19,693 |
| 25.257-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $839 | $195 | $195 | 2011-06-01 | $644 |
| 1000-AMERICAN REALTY CAPITAL PRO | P | 2014-05-22 | $12,350 | -$428 | -$428 | 2013-03-05 | $12,778 |
| 300-QUALCOM INC | P | 2014-08-06 | $21,833 | $3,188 | $3,188 | 2013-04-25 | $18,645 |
| 26.881-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $893 | $235 | $235 | 2011-09-01 | $658 |
| 1000-AMERICAN REALTY CAPITAL PRO | P | 2014-05-22 | $12,350 | -$1,448 | -$1,448 | 2013-04-01 | $13,798 |
| 1000-RARE ELEMENT RES LTD | P | 2014-08-06 | $1,175 | -$12,108 | -$12,108 | 2010-10-20 | $13,283 |
| 26.353-TORTOISE ENERGY CAPITAL CORP | P | 2013-11-06 | $875 | $202 | $202 | 2011-11-30 | $673 |
| 1000-EATON VANCE ENHANCED EQUITY | P | 2013-10-29 | $12,350 | $284 | $284 | 2013-05-20 | $12,066 |
| 1000-RARE ELEMENT RES LTD | P | 2014-08-06 | $1,175 | -$8,061 | -$8,061 | 2011-08-16 | $9,236 |
| 125-VANGAURD NATURAL RES | P | 2013-10-31 | $3,487 | -$390 | -$390 | 2011-04-11 | $3,877 |
| 100-EXXON MOBIL | P | 2014-03-06 | $9,337 | $5,588 | $5,588 | 1998-12-23 | $3,749 |
| 500-SALESFORCE.COM INC | P | 2014-08-06 | $26,989 | $6,423 | $6,423 | 2013-04-30 | $20,566 |
| 375-VANGAURD NATURAL RES | P | 2013-10-31 | $10,462 | -$5 | -$5 | 2011-08-03 | $10,467 |
| 700-EXXON MOBIL | P | 2014-03-06 | $65,362 | $18,307 | $18,307 | 2005-02-22 | $47,055 |
| 900-SEADRILL LIMITED | P | 2013-11-06 | $41,946 | $9,442 | $9,442 | 2011-05-31 | $32,504 |
| 600-WHOLE FOODS MARKET, INC. | P | 2014-08-04 | $22,524 | -$3,726 | -$3,726 | 2013-02-14 | $26,250 |
| 500-FIRE EYE INC | P | 2014-04-28 | $19,674 | -$12,123 | -$12,123 | 2014-03-25 | $31,797 |
| 100-SEADRILL LIMITED | P | 2013-11-06 | $4,661 | $1,204 | $1,204 | 2011-06-08 | $3,457 |
| 200-WHOLE FOODS MARKET, INC. | P | 2014-08-04 | $7,508 | -$4,210 | -$4,210 | 2013-11-04 | $11,718 |
| 500-KODIAK OIL & GAS | P | 2014-08-06 | $7,569 | $2,569 | $2,569 | 2012-02-17 | $5,000 |
| 100-SEADRILL LIMITED | P | 2014-08-06 | $3,596 | $140 | $140 | 2011-06-08 | $3,456 |
| 200-WHOLE FOODS MARKET, INC. | P | 2014-08-04 | $7,508 | -$2,900 | -$2,900 | 2014-01-22 | $10,408 |
| 500-LINN ENERGY | P | 2014-03-11 | $14,877 | -$95 | -$95 | 2010-08-10 | $14,972 |
| 400-SEADRILL LIMITED | P | 2014-08-06 | $14,385 | $2,066 | $2,066 | 2011-08-04 | $12,319 |
| 1000-ZIONS BANCORP DEP | P | 2013-09-16 | $25,000 | $571 | $571 | 2010-05-20 | $24,429 |
| 500-LINN ENERGY | P | 2014-08-06 | $15,147 | $175 | $175 | 2010-08-10 | $14,972 |
| 500-SEADRILL LIMITED | P | 2014-08-06 | $17,982 | $2,989 | $2,989 | 2011-09-27 | $14,993 |
| 800-ZIONS BANCORP DEP | P | 2013-09-16 | $20,000 | $1,030 | $1,030 | 2010-06-09 | $18,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,831 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,713 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $187,597 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,708,989 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050579 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,723,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,644,186 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045961 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,922,997 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,598,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024802 | DistributionYr5Rt |
| Total Distribution | 0.192284 | TotalDistributionRt |
| Average Distribution | 0.038457 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,912,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,460 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,582 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,244 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,244 | SubtotalAmt |
| Tax Based On Investment Income | $4,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $617 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $617 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $3,645 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYPRESS CAPITAL MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076741770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WHITNEY LANE | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| 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 | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANK ROTELLINI | ||||||||
| PO BOX J | SHERIDAN | WY | 82801 | CO-TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| WILLIAM B EBZERY | ||||||||
| PO BOX J | SHERIDAN | WY | 82801 | CO-TRUSTEE | 2.00 | $5,000 | $0 | $0 |
| RICHARD M DAVIS JR | ||||||||
| PO BOX J | SHERIDAN | WY | 82801 | CO-TRUSTEE | 2.00 | $5,000 | $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 |
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 | $3,568,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $339,548 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,971,991 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,971,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,912,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,244 | TotalTaxAmt |
| Distributable Before Adj | $191,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,377 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $141,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,711 | UndistributedIncomePYAmt |
| Qualifying Distributions | $141,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,711 | AppliedToYear1Amt |
| Applied To Current Year | $82,539 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $108,838 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WELCH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX J | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076741770 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR A VITAL | |||||||
| COMMUNITY | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $7,500 |
| FAMILY PLANNING OF THE | |||||||
| BIGHORNS | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $500 |
| HOLY NAME CATHOLIC CHURCH | |||||||
| 260 E LOUCKS | SHERIDAN | WY | 82801 | NONE | CHURCH | CHARITABLE | $2,500 |
| SHERIDAN COLLEGE | |||||||
| FOUNDATION | SHERIDAN | WY | 82801 | NONE | PUBLIC | EDUCATIONAL | $10,000 |
| SHERIDAN COUNTY LIBRARY | |||||||
| FOUNDATION | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $5,000 |
| WYO THEATRE INC | |||||||
| 42 N MAIN | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $45,000 |
| WYOMING PUBLIC RADIO | |||||||
| UNIV OF WY | LARAMIE | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CHILD DEVELOPMENT CENTER | |||||||
| 345 SOUTH LINDEN AVENUE | SHERIDAN | WY | 82801 | NONE | PUBLIC | EDUCATIONAL | $1,000 |
| SENIOR CITIZENS COUNCIL | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $20,000 |
| SHERIDAN HEALTH CENTER | |||||||
| 1428 W 5TH STREET | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $3,500 |
| CHILDREN HORSES AND | |||||||
| ADULTS IN PARTNERSHIP | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SHERIDAN COUNTY MEMORIAL | |||||||
| HOSPITAL FOUNDATION | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $28,000 |
| SHERIDAN CHAMBER OF COMMERCE FDN | |||||||
| 171 N MAIN | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,200 |
| SHERIDAN PUBLIC ARTS | |||||||
| 150 SOUTH MAIN | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARTIABLE | $500 |
| WELLNESS COUNCIL | |||||||
| 1401 W 5TH STREET | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PEOPLES ASSISTANCE FOOD BANK | |||||||
| 2560 NORTH MAIN STREET | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CHILD ADVOCACY SERVICES | |||||||
| 429 WEST ALGER STREET | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| DOWNTOWN SHERIDAN ASSOCIATION | |||||||
| 150 SOUTH MAIN | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $1,000 |
| WYO SCOTTISH RITE | |||||||
| 109 S GOULD ST | SHERIDAN | WY | 82801 | NONE | PUBLIC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,831 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (13 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PTP DISTRIBUTIONS | 14 | $43,001 | ||
| NON-DEDUCTIBLE PTP UBTI LOS | 14 | $39,035 | ||
| VARIOUS PTPS PER SCH K-1 | ||||
| KINDERMORGAN ENERGY PARTNER | 900003 | -$9,857 | ||
| ENTERPRISE PRODUCTS PARTNER | 900003 | -$2,696 | ||
| ENBRIDGE ENERGY PARTNERS LP | 900003 | -$11,274 | ||
| ENERGY TRANSFER PARTNERS LP | 900003 | -$1,322 | ||
| PIONEER SW ENERGY PARTNERS | 900003 | $4,682 | ||
| EV ENERGY PARTNERS LP | 900003 | -$531 | ||
| LINN ENERGY LLC | 900003 | -$8,297 | ||
| VANGUARD NAT RESOURCES LLC | 900003 | -$862 | ||
| BREITBURN ENERGY PARTNERS L | 900003 | -$7,514 | ||
| LRR ENERGY | 900003 | -$1,364 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$39,035 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $308,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,933 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $2,100 | $1,050 | $1,050 |
| BOOKKEEPING | $4,800 | $4,800 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| FRANK ROTELLINI |
| WILLIAM B EBZERY |
| RICHARD M DAVIS JR |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAPITAL CORP | $73,927 | $79,154 |
| MI PFD CAPITAL TRUST | $50,090 | $52,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3D SYSTEMS | ||
| ADOBE SYSTEMS | ||
| ALTRIA GROUP INC. | $105,184 | $236,940 |
| AMERICAN REALTY CAP | ||
| AMERICAN RAILCAR IND | $66,404 | $111,580 |
| ANADARKO PETROLEUM CORP | $37,825 | $78,883 |
| APPLE INC | $88,425 | $107,625 |
| BREITBURN ENERGY PARTNERS LP | $64,983 | $80,080 |
| BUCKEYE PARTNERS LP | $10,767 | $23,700 |
| CATERPILLAR INC. | $17,954 | $32,721 |
| CELGENE CORP | $64,440 | $161,534 |
| CERNER CORP | $77,557 | $86,490 |
| CHEVRON CORP | $57,621 | $103,560 |
| COLGATE PALMOLIVE | $36,690 | $129,460 |
| CONOCOPHILLIPS | $61,567 | $81,220 |
| ENBRIDGE ENERGY PARTNERS, LP | $42,014 | $50,848 |
| ENERGY TRANSFER PARTNERS | $30,193 | $34,470 |
| ENTERPRISE PRODS PARTNERS LP | $48,587 | $121,890 |
| EXXON MOBIL | $25,402 | $39,784 |
| FLOTEK | $19,990 | $22,240 |
| GILEAD SCIENCE | $42,905 | $107,560 |
| JOHNSON & JOHNSON | $39,511 | $103,730 |
| KINDER MORGAN ENERGY PARTNERS | $75,035 | $110,837 |
| KINDER MORGAN INC WTS | $2,172 | $5,005 |
| KINDER MORGAN INC | $35,785 | $48,312 |
| KODIAK OIL & GAS CORP | $22,755 | $32,540 |
| LEGACY RESERVES LP | $66,052 | $76,875 |
| LINN ENERGY LLC | $48,400 | $47,580 |
| LORILLARD | $62,095 | $65,670 |
| LRR ENERGY | $37,073 | $38,340 |
| MANNKIND CORP | $10,305 | $7,370 |
| MCDONALDS CORP | $14,605 | $23,430 |
| MERCK & CO | $23,480 | $48,088 |
| NIKE INC | $57,907 | $78,550 |
| NXP SEMICONDUCTORS | $19,522 | $20,556 |
| OMEGA HEALTHCARE INC | ||
| PHILIP MORRIS INTERNATIONAL | $55,559 | $119,812 |
| PHILIPS 66 | $58,054 | $87,020 |
| PIONEER NATURAL RESOURCES | $57,973 | $62,595 |
| QR ENERGY | $34,512 | $38,934 |
| QUALCOMM INC | ||
| QUEST DIAGNOSTICS INC. | $32,580 | $63,210 |
| RARE ELEMENT RESOURCES LTD | ||
| REYNOLDS AMERICAN | $53,359 | $87,705 |
| SALESFORCE.COM, INC | $42,042 | $59,090 |
| SEADRILL LTD | $37,623 | $37,250 |
| SM ENERGY GROUP | $43,593 | $53,424 |
| STARTBUCKS CORP | $60,612 | $77,810 |
| TRINITY IND | $24,060 | $24,190 |
| UBIQUITI NETWORKS INC | $17,891 | $22,680 |
| UNDER ARMOUR INC | $17,566 | $23,926 |
| VALERO | $37,091 | $43,312 |
| VANGUARD NATURAL RESOURCES | ||
| VECTOR GROUP LTD | $39,172 | $62,520 |
| WHOLE FOODS MARKETS, INC | ||
| AMERICAN CAPITAL AGENCY | $125,665 | $130,725 |
| BARCLAYS BANK PLC 7.75% | $48,712 | $51,640 |
| DUPONT FABROS | $75,506 | $76,500 |
| NORTHSTAR REALTY FIN | $47,694 | $51,020 |
| RAIT FINANCIAL TRUST | $48,533 | $50,534 |
| RAIT INVESTMENT TRUST | $49,910 | $50,180 |
| ZIONS BANCORP | ||
| EATON VANCE ENHANCED EQ INC | ||
| ENERGY SEL SECT SPDR FD | $29,940 | $49,370 |
| HEALTH CARE SEL SECT SPDR FD | $56,724 | $76,632 |
| TORTOISE ENERGYCAP CORP |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COINS & BULLION | $32,251 | $32,251 | $74,183 |
| MINERALS | $8,724 | $8,724 | $8,724 |
| COAL | $252,519 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $49 | $49 |
| SAFE DEPOSIT BOX | $160 | $160 |
| STORAGE EXPENSE | $696 | $696 |
| WIRE TRANSFER FEES | $70 | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTP DISTRIBUTIONS | $43,001 | $43,001 |
| NON-DEDUCTIBLE PTP UBTI LOSS | $39,035 | |
| KINDERMORGAN ENERGY PARTNERS | -$9,857 | |
| ENTERPRISE PRODUCTS PARTNERS | -$2,696 | |
| ENBRIDGE ENERGY PARTNERS LP | -$11,274 | |
| ENERGY TRANSFER PARTNERS LP | -$1,322 | |
| PIONEER SW ENERGY PARTNERS LP | $4,682 | |
| EV ENERGY PARTNERS LP | -$531 | |
| LINN ENERGY LLC | -$8,297 | |
| VANGUARD NAT RESOURCES LLC | -$862 | |
| BREITBURN ENERGY PARTNERS LP | -$7,514 | |
| LRR ENERGY | -$1,364 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT. - CYPRESS CAPIT | $36,185 | $36,185 |
| ACCOUNT FEES - MORGAN STANLEY | $7,204 | $7,204 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,896 | Amt |
Comments