THE ROBERTS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERTS FAMILY FOUNDATION (EIN 74-2269660)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-08
- IRS object ID
- 201440989349100709
- Schema version
- 2013v3.1
- 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 | 2014-04-08T12:32:10-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARKER MELLINGER CPAs LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 Sugarland Dr Ste 1 | AddressLine1 |
| City | Sheridan | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD B ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2014-04-08 | 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 |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,682,151 | 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 | $42,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,924 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,924 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $499,619 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,708,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $499,619 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $574 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $542,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $542,546 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,501 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $298 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $496,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $533,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,501 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,111 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,111 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $800 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,183,609 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,649,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,636,040 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,199,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,696,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,682,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,199,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,696,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,199,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,199,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,696,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,199,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $496,659 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,696,567 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,696,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6.2850 SEI EMERGING MARKETS DEBT FD #98 | P | 2012-06-18 | 2013-01-11 | $73 | $72 | $1 | $1 |
| 36.7220 SEI EMERGING MARKETS DEBT FD #98 | P | 2012-06-18 | 2013-02-04 | $424 | $420 | $4 | $4 |
| 82.9960 SEI MULTI-ASSETT ACCUM-A | P | 2012-06-18 | 2013-02-04 | $871 | $831 | $40 | $40 |
| 60.0550 SEI MULTI-ASSET ACCUM-A | P | 2012-06-18 | 2013-03-11 | $639 | $601 | $38 | $38 |
| 11.3920 SEI MULTI-ASSET ACCUM-A | P | 2012-06-18 | 2013-03-18 | $122 | $114 | $8 | $8 |
| 99.6260 SEI MULTI-ASSET CAP STRAB-A | P | 2012-06-06 | 2013-02-04 | $1,004 | $996 | $8 | $8 |
| 14.1320 SEI MULTI-ASSET CAP STRAB-A | P | 2012-06-06 | 2013-03-11 | $143 | $141 | $2 | $2 |
| 66.7680 SEI MULTI-ASSET INFL-A | P | 2012-01-01 | 2013-01-30 | $673 | $649 | $24 | $24 |
| 53.2750 SEI MULTI-ASSET INFL-A | P | 2012-06-18 | 2013-02-04 | $537 | $521 | $16 | $16 |
| 3.6720 SEI EMERGING MARKETS DEBT FD #98 | P | 2012-06-18 | 2013-10-11 | $38 | $42 | -$4 | -$4 |
| 23.4632 SEI EMERGING MARKETS DEBT FD #98 | P | 2012-06-18 | 2013-10-25 | $251 | $268 | -$17 | -$17 |
| 15.6198 SEI EMERGING MARKETS DEBT FD #98 | P | 2011-01-01 | 2013-10-25 | $167 | $178 | -$11 | -$11 |
| 49.2330 SEI MULTI-ASSET ACCUM-A | P | 2012-06-18 | 2013-10-12 | $511 | $493 | $18 | $18 |
| 65.7560 SEI MULTI-ASSET ACCUM-A | P | 2012-06-18 | 2013-10-25 | $695 | $658 | $37 | $37 |
| 3.2810 SIMT US FIXED INCOME FUND CLASS A | P | 2010-08-26 | 2013-03-11 | $34 | $35 | -$1 | -$1 |
| 8.2090 SIMT US FIXED INCOME FUND CLASS A | P | 2011-01-01 | 2013-06-18 | $85 | $89 | -$4 | -$4 |
| 1.4540 SIMT US FIXED INCOME FUND CLASS A | P | 2010-10-12 | 2013-10-11 | $15 | $16 | -$1 | -$1 |
| 320.2950 SEI GLOBAL MANAGED VOLATILITY FUND-A | P | 2009-11-03 | 2013-01-30 | $3,267 | $2,444 | $823 | $823 |
| 66.0650 SEI GLOBAL MANAGED VOLATILITY FUND-A | P | 2009-11-03 | 2013-02-04 | $673 | $504 | $169 | $169 |
| 364.6190 SEI GLOBAL MANAGED VOLATILITY FUND-A | P | 2009-11-03 | 2013-03-11 | $3,927 | $2,782 | $1,145 | $1,145 |
| 103.5140 SEI GLOBAL MANAGED VOLATILITY FUND-A | P | 2009-11-03 | 2013-04-11 | $1,153 | $790 | $363 | $363 |
| 198.7910 SEI GLOBAL MANAGED VOLATILITY FUND-A | P | 2009-11-03 | 2013-05-30 | $2,211 | $1,517 | $694 | $694 |
| 2.8650 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2013-01-11 | $22 | $19 | $3 | $3 |
| 137.3570 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2013-01-30 | $1,073 | $913 | $160 | $160 |
| 73.0040 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-01-01 | 2013-03-11 | $572 | $490 | $82 | $82 |
| 41.7680 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-01-01 | 2013-09-06 | $319 | $286 | $33 | $33 |
| 105.7010 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-01-30 | $1,519 | $1,004 | $515 | $515 |
| 15.0110 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-02-04 | $215 | $143 | $72 | $72 |
| 132.2520 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-03-11 | $1,986 | $1,256 | $730 | $730 |
| 161.3590 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-05-30 | $2,551 | $1,533 | $1,018 | $1,018 |
| 44.0220 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-07-11 | $710 | $418 | $292 | $292 |
| 53.06000 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2013-10-25 | $887 | $504 | $383 | $383 |
| 1.4415 SEI SHORT-DURATION GOVT FUND #45 | P | 2011-07-08 | 2013-06-18 | $15 | $15 | ||
| 1.5135 SEI SHORT-DURATION GOVT FUND #45 | P | 2011-07-08 | 2013-06-18 | $16 | $16 | ||
| 53.9880 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-02-04 | $657 | $659 | -$2 | -$2 |
| 58.3130 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-03-11 | $739 | $711 | $28 | $28 |
| 6.1750 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-03-18 | $78 | $75 | $3 | $3 |
| 17.7220 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-05-30 | $238 | $216 | $22 | $22 |
| 49.3760 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-06-18 | $663 | $602 | $61 | $61 |
| 31.6150 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-07-11 | $432 | $386 | $46 | $46 |
| 17.5050 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-09-06 | $239 | $214 | $25 | $25 |
| 18.4080 SIMT LARGE CAP FUND-A | P | 2011-07-08 | 2013-09-17 | $260 | $225 | $35 | $35 |
| 99.9600 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-01-30 | $968 | $989 | -$21 | -$21 |
| 16.8190 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-02-04 | $163 | $166 | -$3 | -$3 |
| 12.0426 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-03-11 | $116 | $120 | -$4 | -$4 |
| 4.1544 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-03-11 | $40 | $41 | -$1 | -$1 |
| 14.8380 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-06-18 | $144 | $147 | -$3 | -$3 |
| .8779 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-09-06 | $9 | $9 | ||
| 11.0991 SIMT MULTI-STRATEGY ALT FUND-CLA | P | 2010-06-16 | 2013-09-06 | $108 | $110 | -$2 | -$2 |
| 57.3140 SIMT US FIXED INCOME FUND CLASS A | P | 2011-07-08 | 2013-10-11 | $581 | $600 | -$19 | -$19 |
| 282.822 SEI INSTL MANAGED TR MULTI ASSET CAP | P | 2013-01-01 | 2013-11-19 | $2,831 | $2,835 | -$4 | -$4 |
| 588.656 SEI INSTL MANAGED TR MULTI-INFLATION | P | 2013-01-01 | 2013-11-19 | $5,533 | $5,747 | -$214 | -$214 |
| 390.475 SEI INSTL MANAGED TR MULTI-ASSET ACCUM | P | 2013-01-01 | 2013-11-19 | $4,108 | $4,027 | $81 | $81 |
| 134.011 SEI INSTL MANAGED TR STR ALTERNATIVE | P | 2013-01-01 | 2013-11-19 | $1,329 | $1,287 | $42 | $42 |
| 96.215 SEI INSTL MANAGED TR LARGE CAP A | P | 2013-01-01 | 2013-11-19 | $1,424 | $1,124 | $300 | $300 |
| 132.946 SEL INSTL MANAGED TR REAL RETURN A | P | 2013-01-01 | 2013-11-19 | $1,359 | $1,373 | -$14 | -$14 |
| 254.197 SEI INSTL MANAGED TR FIXED INACOME FD A | P | 2013-01-01 | 2013-11-19 | $2,585 | $2,629 | -$44 | -$44 |
| 184.673 SEI INSTL MANAGED TR SIMT GL MGD | P | 2012-12-27 | 2013-11-19 | $2,118 | $1,788 | $330 | $330 |
| 50.146 SEI INSTL MANAGED TR ENHANCED INCOME A | P | 2013-01-01 | 2013-11-19 | $381 | $379 | $2 | $2 |
| 76.404 SEI INSTL MANAGED TR MANAGED VOLATILITY | P | 2013-01-01 | 2013-11-19 | $1,306 | $1,115 | $191 | $191 |
| 292.013 SEI INSTL MANAGED TR HIGH YIELD BD CL A | P | 2013-01-01 | 2013-11-19 | $2,272 | $2,264 | $8 | $8 |
| 79.788 SEI DAILY INC TR SH TERM GOVT CL A | P | 2013-01-01 | 2013-11-19 | $840 | $843 | -$3 | -$3 |
| 330.334 SEI INTL TR EMERG MKT DEBT FUND | P | 2013-01-01 | 2013-11-19 | $3,412 | $3,630 | -$218 | -$218 |
| 44830. FR INTERSTATE BANCSYSTEM COMMON | P | 2005-01-01 | 2013-11-22 | $1,166,456 | $734,005 | $432,451 | $432,451 |
| 4547.237 SEI INSTL MANAGED TR MULTI ASSET CAP STA | P | 2005-01-01 | 2013-11-19 | $45,518 | $45,496 | $22 | $22 |
| 4482.109 SEI INSTL MANAGED TR MULTI-INFLATION MAN | P | 2005-01-01 | 2013-11-19 | $42,132 | $43,806 | -$1,674 | -$1,674 |
| 4214.522 SEI INSTL MANAGED TR MULTI-ASSET ACCUM | P | 2005-01-01 | 2013-11-19 | $44,337 | $42,189 | $2,148 | $2,148 |
| 3781.510 SEI INSTL MANAGED TR STR ALTERNATIVE | P | 2005-01-01 | 2013-11-19 | $37,513 | $37,578 | -$65 | -$65 |
| 1277.517 SEI INSTL MANAGED TR LARGE CAP A | P | 2005-01-01 | 2013-11-19 | $18,907 | $14,955 | $3,952 | $3,952 |
| 1758.981 SEL INSTL MANAGED TR REAL RETURN A | P | 2005-01-01 | 2013-11-19 | $17,977 | $18,777 | -$800 | -$800 |
| 3525.285 SEI INSTL MANAGED TR FIXED INCOME FD A | P | 2005-01-01 | 2013-11-19 | $35,852 | $36,960 | -$1,108 | -$1,108 |
| 6157.805 SEI INSTL MANAGED TR SIMT GL MGD | P | 2005-01-01 | 2013-11-19 | $70,630 | $53,523 | $17,107 | $17,107 |
| 2437.168 SEI INSTL MANAGED TR ENHANCED INCOME A | P | 2005-01-01 | 2013-11-19 | $18,522 | $18,157 | $365 | $365 |
| 2555.591 SEI INSTL MANAGED TR MANAGED VOLATILITY | P | 2005-01-01 | 2013-11-19 | $43,675 | $31,714 | $11,961 | $11,961 |
| 4722.387 SEI INSTL MANAGED TR HIGH YIELD BD CL A | P | 2005-01-01 | 2013-11-19 | $36,740 | $35,339 | $1,401 | $1,401 |
| 2207.497 SEI DAILY INC TR SH TERM GOVT CL A | P | 2005-01-01 | 2013-11-19 | $23,245 | $23,593 | -$348 | -$348 |
| 1511.183 SEI INTL TR EMERGING MKT DEBT FUND | P | 2005-01-01 | 2013-11-19 | $15,611 | $17,274 | -$1,663 | -$1,663 |
| L/T CAPITAL GAINS | P | 2001-01-01 | 2013-12-31 | $28,608 | $28,608 | $28,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $499,619 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $574 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,134,152 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,063,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08153 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,394,468 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09651 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,139 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,362,020 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06031 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,710,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05243 | DistributionYr5Rt |
| Total Distribution | 0.33024 | TotalDistributionRt |
| Average Distribution | 0.06605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,402,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,338 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,098 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,675 | SubtotalAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $9,877 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD B ROBERTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076720785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DR SUITE 1 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| STACEY ROBERTS | ||||||
| 20 PINE LANE | SHERIDAN | WY | 82801 | Vice President | 0.00 | $0 |
| DONALD B ROBERTS | ||||||
| 20 PINE LANE | SHERIDAN | WY | 82801 | PRESIDENT | 1.00 | $0 |
| JAY MCGINNIS | ||||||
| 417 NORTH JEFFERSON STREET | SHERIDAN | WY | 82801 | Secretary | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,387,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,424,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,424,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,402,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,675 | TotalTaxAmt |
| Distributable Before Adj | $59,459 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,459 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,098 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,098 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,459 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $22,327 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $22,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,098 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,098 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $22,327 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,327 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $34 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CVC | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $5,000 |
| WYOMING INDEPENDENT LIVING | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $3,900 |
| CENTER FOR DISPUTE RESOLUTION | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $7,500 |
| SHERIDAN COUNTY MUSEUM | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $5,000 |
| VOLUNTEERS OF AMERICA | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $12,500 |
| CHILDREN'S CENTER | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | PUBLIC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,900 | 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 | $42,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $499,619 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $542,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,546 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annual fees | Desc |
| Revenue And Expenses Per Books | $9,498 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,598 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $791 | $633 | $158 |
| FOREIGN TAXES | $698 | $558 | $140 |
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