MARY H STORER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MARY H STORER FOUNDATION (EIN 83-0335956)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201401369349100805
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-15T16:52:17-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830331229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGEE HEARNE & PAIZ LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1088AddressLine1
CityCHEYENNECity
StateWYState
ZIP Code82003ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830335956EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY H STORER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone3076342151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1088AddressLine1
CityCHEYENNECity
StateWYState
ZIP Code820031088ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY STORERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3076342151PhoneNum
Signature2014-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W HEARNEPreparerPersonNm
PTINP00134005PTIN
Phone3076342151PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,454,882FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$37,364InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,364InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,624DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$174,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,973,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$174,509CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$287,717TotalRevAndExpnssAmt
Total Net Invst Incm$280,501TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,947AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,474AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,473AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,020OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,020OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,682TaxesRevAndExpnssAmt
Taxes Net Invst Incm$38TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$37TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,758TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,758TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$428OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$428OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,960TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,268TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$179,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,960TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,268TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$107,882ExcessRevenueOverExpensesAmt
Net Investment Income$261,541NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50CashBOYAmt
Cash EOY$50CashEOYAmt
Cash EOYFMV$50CashEOYFMVAmt
Sav And Temp Cash Invst BOY$120,976SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,271SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$97,109USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,455,280CorporateStockBOYAmt
Corporate Stock EOY$1,566,724CorporateStockEOYAmt
Corporate Stock EOYFMV$2,043,480CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,034,949CorporateBondsBOYAmt
Corporate Bonds EOY$1,182,808CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,225,350CorporateBondsEOYFMVAmt
Other Investments BOY$109,268OtherInvestmentsBOYAmt
Other Investments EOY$22,661OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,731OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,817,632TotalAssetsBOYAmt
Total Assets EOY$2,925,514TotalAssetsEOYAmt
Total Assets EOYFMV$3,454,882TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,817,632RetainedEarningBOYAmt
Retained Earning EOY$2,925,514RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,817,632TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,925,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,817,632TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,925,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,817,632TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$107,882ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,925,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,925,514TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCK SALESP2013-01-012013-12-31$570,217$556,855$13,362$13,362
STOCK SALESP2012-01-012013-12-31$1,389,087$1,225,837$163,250$163,250
STOCK SALES-K-1SP2013-01-012013-12-31$20-$20-$20
STOCK SALES-K-1SP2012-01-012013-12-31$2$2$2
CAPITAL GAINS DIVIDENDSP2012-01-012013-12-31$14,127$16,617-$2,490-$2,490
CAPITAL GAINS DIVIDENDSP$405$405$405
FieldValueIRS element (for citing)
Capital Gain Net Income$174,509CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$142,976AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,061,280NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046705DistributionYr1Rt
Adjusted Qlfy Distri Yr2$130,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,947,234NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044109DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,046AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,858,812NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048638DistributionYr3Rt
Adjusted Qlfy Distri Yr4$149,066AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,662,634NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055984DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,070AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,915,976NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048035DistributionYr5Rt
Total Distribution0.243471TotalDistributionRt
Average Distribution0.048694AverageDistributionRt
Net Vl Noncharitable Assets$3,308,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$161,109AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,615NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163,724AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$159,268QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,231InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,231SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,231TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,760EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,300AppliedToEsTaxAmt
Total Payments And Credits$7,060TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,829OverpaymentAmt
Applied To ES Tax$1,829AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES W HEARNEIndividualWithBooksNm
Phone3076342151PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1314 W 18TH STREETAddressLine1
CityCHEYENNECity
StateWYState
ZIP Code82001ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY H STORER
314 W 18TH STREETCHEYENNEWY82001DIRECTOR, PRESIDENT2.00$0$0$0
KATHERINE H MANNING
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
LANTSON E ELDRED
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
DAVID C WIND
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
CHARLES B BEGG JR
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
JAMES W HEARNE
314 W 18TH STREETCHEYENNEWY82001DIRECTOR,SECRETARY,TREASUR2.00$0$0$0
ADAM B MANNING
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
PETER S MANNING
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
NATHANIEL B MANNING
314 W 18TH STREETCHEYENNEWY82001DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,155,651AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$203,335AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,358,986TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,358,986AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,308,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$165,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$165,430MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,231TaxBasedOnInvestmentIncomeAmt
Total Tax$5,231TotalTaxAmt
Distributable Before Adj$160,199DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$160,199DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$160,199DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,268ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,268QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,268AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,199DistributableAsAdjustedAmt
Undistributed Income PY$149,850UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$159,268QualifyingDistributionsAmt
Applied To Year1$149,850AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,418AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$150,781UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY H STORERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
CHEYENNE FRONTIER DAYS OLD WEST MUSEUM
4610 CAREY AVENUECHEYENNEWY82001NONEPUBLIC CHARITYGENERAL USE$25,000
HOPE LIVES BREAST CANCER SUPPORT CENTER
2629 REDWING RD SUITE 260FORT COLLINSCO80526NONEPUBLIC CHARITYGENERAL USE$10,000
NORTHWEST THERAPEUTIC RIDING CENTER
1884 KELLY ROADBELLINGHAMWA98226NONEPUBLIC CHARITYGENERAL USE$10,000
SURFERS' HEALING FOUNDATION
PO BOX 1267SAN JUAN CAPISTRANOCA92693NONEPUBLIC CHARITYGENERAL USE$20,000
THE LIVING DESERT
47-900 PORTOLA AVENUEPALM DESERTCA92260NONEPUBLIC CHARITYGENERAL USE$25,000
UNIVERSITY OF WYOMING FOUNDATION
1000 E UNIVERSITY AVELARAMIEWY82071NONEPUBLIC CHARITYGENERAL USE$20,000
WHATCOM LAND TRUST
100 CENTRALBELLINGHAMWA98227NONEPUBLIC CHARITYGENERAL USE$10,000
WILD WHATCOM
PO BOX 1512BELLINGHAMWA98227NONEPUBLIC CHARITYGENERAL USE$5,000
REBOUND OF WHATCOM COUNTY
316 E MCLEOD ROAD STE 102BELLINGHAMWA98226NONEPUBLIC CHARITYGENERAL USE$10,000
NORTHWEST WILDLIFE REHABILITATION CENTER
3671 NUGENTS CORNER RIVER ACCESSEVERSONWA98247NONEPUBLIC CHARITYGENERAL USE$5,000ROAD
INTERNATIONAL SOCIETY FOR THE PROTECTION OF MUSTANGS AND BURRORS
PO BOX 55LANTRYSD57636NONEPUBLIC CHARITYGENERAL USE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,364ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,840ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$4UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$405ExclusionAmt
Related Or Exempt Function Incm$174,104RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4UnrelatedBusinessTaxblIncmAmt
Exclusion$113,609ExclusionAmt
Related Or Exempt Function Incm$174,104RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$287,717TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSALES OF SECURITIESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,947Amt
Net Investment Income$2,474NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,473DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$792,582$824,004
MUTUAL FUND BONDS$390,226$401,346

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$655,379$857,653
STOCKS$911,345$1,185,827

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FOREIGN BONDSAT COST$0$0
FOREIGN STOCKAT COST$22,661$32,731

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 DEDUCTIONS$70$70$0
K-1 OTHER INCOME$358$358$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$16,020Amt
Net Investment Income$16,020NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$75$38$37
FOREIGN TAXES PAID$1,096$0$0
EXCISE TAXES$511$0$0

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