WITZEL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WITZEL FAMILY FOUNDATION (EIN 26-3239496)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201442269349101129
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2014-08-14T17:20:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830232295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT 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 | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263239496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITZEL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITZ | BusinessNameControlTxt |
| Phone | 3076726494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J NICOLARSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3076726494 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNETTE M RINALDO | PreparerPersonNm |
| PTIN | P00406360 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2014-08-14 | PreparationDt |
| 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 | $3,104,754 | 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 |
| Dividends Rev And Expnss | $61,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,700,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $364,673 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,509 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $464,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $390 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,510 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,538 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,158 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,280 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,535 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $680 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $281 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $19 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $175 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,670 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,508 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $312,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,527 | CashBOYAmt |
| Cash EOY | $191,045 | CashEOYAmt |
| Cash EOYFMV | $191,045 | CashEOYFMVAmt |
| US Government Obligations BOY | $9,187 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,724,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,400,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,676,899 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $483,271 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,015,018 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $974,919 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $261,891 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $212,905 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,891 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,760 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,559,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,818,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,104,754 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $50 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $53,108 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $53,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,506,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,818,947 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,506,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,818,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,559,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,818,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,506,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $312,061 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,818,947 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,818,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (147 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 840.122-AMERICAN EUROPACIFIC GROWTH | P | 2012-11-13 | 2013-01-16 | $35,142 | $33,000 | $2,142 | $2,142 |
| 48-INTERNATIONAL BUSINESS MACHINES C | P | 2012-09-13 | 2013-01-16 | $9,240 | $9,908 | -$668 | -$668 |
| 119-ABBOTT LABORATORIES | P | 2010-06-16 | 2013-01-16 | $3,890 | $2,786 | $1,104 | $1,104 |
| 500-CISCO SYSTEMS INC | P | 2009-05-14 | 2013-01-16 | $10,477 | $9,125 | $1,352 | $1,352 |
| 2234.637-EATON VANCE PARAMETRIC TAX | P | 2010-04-28 | 2013-01-16 | $108,796 | $100,000 | $8,796 | $8,796 |
| 501-GENERAL ELECTRIC COMPANY | P | 2011-03-03 | 2013-01-16 | $10,536 | $10,438 | $98 | $98 |
| 26-MCDONALDS CORPORATION | P | 2008-10-22 | 2013-01-16 | $2,370 | $1,444 | $926 | $926 |
| 595-ORACLE CORPORATION | P | 2009-01-28 | 2013-01-16 | $20,595 | $10,609 | $9,986 | $9,986 |
| 1795.332-T ROWE PRICE MID CAP VALUE | P | 2010-11-16 | 2013-01-16 | $44,632 | $40,000 | $4,632 | $4,632 |
| 209-U S BANCORP DEL | P | 2010-10-19 | 2013-01-16 | $6,931 | $4,745 | $2,186 | $2,186 |
| 169-APACHE CORPORATION | P | 2012-08-20 | 2013-01-16 | $13,617 | $15,111 | -$1,494 | -$1,494 |
| 469-JP MORGAN CHASE & COMPANY | P | 2012-05-25 | 2013-01-16 | $21,804 | $15,772 | $6,032 | $6,032 |
| 178-ABBVIE INC | P | 2009-01-28 | 2013-01-16 | $6,297 | $5,052 | $1,245 | $1,245 |
| 238-CISCO SYSTEMS INC | P | 2011-01-06 | 2013-01-16 | $4,987 | $4,981 | $6 | $6 |
| 1005.834-EATON VANCE PARAMETRIC TAX | P | 2010-11-16 | 2013-01-16 | $48,970 | $50,000 | -$1,030 | -$1,030 |
| 1943.701-HARBOR INTERNATIONAL FUND | P | 2009-01-28 | 2013-01-16 | $122,006 | $71,703 | $50,303 | $50,303 |
| 145-MCDONALDS CORPORATION | P | 2009-01-28 | 2013-01-16 | $13,219 | $8,490 | $4,729 | $4,729 |
| 103-PEPSICO INC | P | 2008-10-22 | 2013-01-16 | $7,360 | $5,585 | $1,775 | $1,775 |
| 1091.245-T ROWE PRICE MID CAP VALUE | P | 2011-11-04 | 2013-01-16 | $27,128 | $24,891 | $2,237 | $2,237 |
| 303-UNITEDHEALTH GROUP INC | P | 2011-05-19 | 2013-01-16 | $16,199 | $15,348 | $851 | $851 |
| 325-BAKER HUGHES INC | P | 2012-03-05 | 2013-01-16 | $13,772 | $15,617 | -$1,845 | -$1,845 |
| 55-MCDONALDS CORPORATION | P | 2012-08-03 | 2013-01-16 | $5,014 | $4,947 | $67 | $67 |
| 119-ABBVIE INC | P | 2010-06-16 | 2013-01-16 | $4,210 | $3,021 | $1,189 | $1,189 |
| 366.9-CITIGROUP INC | P | 2010-04-09 | 2013-01-16 | $15,571 | $16,804 | -$1,233 | -$1,233 |
| 191-EMC CORPORATION | P | 2008-10-22 | 2013-01-16 | $4,609 | $2,024 | $2,585 | $2,585 |
| 64-ILLINOIS TOOL WORKS INC | P | 2008-10-22 | 2013-01-16 | $3,976 | $2,142 | $1,834 | $1,834 |
| 15-MCDONALDS CORPORATION | P | 2010-06-16 | 2013-01-16 | $1,367 | $1,054 | $313 | $313 |
| 210-PEPSICO INC | P | 2009-01-28 | 2013-01-16 | $15,006 | $10,943 | $4,063 | $4,063 |
| 83-TARGET CORPORATION | P | 2009-01-28 | 2013-01-16 | $5,091 | $2,914 | $2,177 | $2,177 |
| 13.82-VANGUARD 500 INDEX FUND - SIGN | P | 2010-12-03 | 2013-01-10 | $1,549 | $1,292 | $257 | $257 |
| 186-BAKER HUGHES INC | P | 2012-04-05 | 2013-01-16 | $7,882 | $7,677 | $205 | $205 |
| 230-MCKESSON CORPORATION | P | 2012-09-13 | 2013-01-16 | $23,509 | $20,223 | $3,286 | $3,286 |
| 1980.888-AMERICAN EUROPACIFIC GROWTH | P | 2010-04-28 | 2013-01-16 | $82,861 | $74,699 | $8,162 | $8,162 |
| 52.3-CITIGROUP INC | P | 2010-05-13 | 2013-01-16 | $2,220 | $2,170 | $50 | $50 |
| 610-EMC CORPORATION | P | 2009-01-28 | 2013-01-16 | $14,720 | $7,021 | $7,699 | $7,699 |
| 150-ILLINOIS TOOL WORKS INC | P | 2009-01-28 | 2013-01-16 | $9,318 | $5,250 | $4,068 | $4,068 |
| 79-MCDONALDS CORPORATION | P | 2010-09-13 | 2013-01-16 | $7,202 | $5,861 | $1,341 | $1,341 |
| 253-PHILIP MORRIS INTERNATIONAL | P | 2011-09-26 | 2013-01-16 | $22,382 | $16,277 | $6,105 | $6,105 |
| 99-TARGET CORPORATION | P | 2010-06-16 | 2013-01-16 | $6,072 | $5,372 | $700 | $700 |
| 345.408-VANGUARD 500 INDEX FUND - SI | P | 2011-08-01 | 2013-01-16 | $38,734 | $33,860 | $4,874 | $4,874 |
| 396-BB&T CORPORATION | P | 2012-04-12 | 2013-01-16 | $12,014 | $12,317 | -$303 | -$303 |
| 482-MICROSOFT CORPORATION | P | 2012-10-17 | 2013-01-16 | $13,001 | $14,270 | -$1,269 | -$1,269 |
| 45-APPLE COMPUTER INC | P | 2009-01-28 | 2013-01-16 | $22,722 | $4,183 | $18,539 | $18,539 |
| 68.1-CITIGROUP INC | P | 2010-10-19 | 2013-01-16 | $2,890 | $2,799 | $91 | $91 |
| 269-EMC CORPORATION | P | 2010-06-16 | 2013-01-16 | $6,491 | $5,179 | $1,312 | $1,312 |
| 104-ILLINOIS TOOL WORKS INC | P | 2011-01-06 | 2013-01-16 | $6,460 | $5,626 | $834 | $834 |
| 299-MONDELEZ INTERNATIONAL INC | P | 2009-01-28 | 2013-01-16 | $8,288 | $5,778 | $2,510 | $2,510 |
| 86-PROCTER & GAMBLE COMPANY | P | 2009-01-28 | 2013-01-16 | $5,954 | $4,936 | $1,018 | $1,018 |
| 106-TARGET CORPORATION | P | 2010-09-13 | 2013-01-16 | $6,502 | $5,628 | $874 | $874 |
| 164.64-VANGUARD 500 INDEX FUND - SIG | P | 2011-08-01 | 2013-01-10 | $18,451 | $16,140 | $2,311 | $2,311 |
| 56-CATERPILLAR INC | P | 2012-08-03 | 2013-01-16 | $5,329 | $4,811 | $518 | $518 |
| 229-MONDELEZ INTERNATIONAL INC | P | 2012-11-02 | 2013-01-16 | $6,348 | $6,126 | $222 | $222 |
| 28-APPLE COMPUTER INC | P | 2010-02-23 | 2013-01-16 | $14,138 | $5,527 | $8,611 | $8,611 |
| 94.7-CITIGROUP INC | P | 2011-01-06 | 2013-01-16 | $4,019 | $4,715 | -$696 | -$696 |
| 150-EMERSON ELECTRIC COMPANY | P | 2008-10-22 | 2013-01-16 | $8,182 | $4,937 | $3,245 | $3,245 |
| 156-INTEL CORPORATION | P | 2010-06-16 | 2013-01-16 | $3,437 | $3,367 | $70 | $70 |
| 108-MONDELEZ INTERNATIONAL INC | P | 2010-06-16 | 2013-01-16 | $2,994 | $2,084 | $910 | $910 |
| 352-PROCTER & GAMBLE COMPANY | P | 2010-02-23 | 2013-01-16 | $24,370 | $22,285 | $2,085 | $2,085 |
| 1166.73-TEMPLETON GLOBAL BOND FUND- | P | 2010-03-03 | 2013-01-16 | $15,634 | $15,203 | $431 | $431 |
| 253.499-VANGUARD 500 INDEX FUND - SI | P | 2011-11-03 | 2013-01-16 | $28,427 | $24,359 | $4,068 | $4,068 |
| 254-CELGENE CORP | P | 2012-12-11 | 2013-01-16 | $25,107 | $21,027 | $4,080 | $4,080 |
| 2296.71-OPPENHEIMER DEVELOPING MARKE | P | 2012-08-17 | 2013-01-16 | $81,763 | $74,000 | $7,763 | $7,763 |
| 240-BERKSHIRE HATHAWAY INC - CL B | P | 2010-02-18 | 2013-01-16 | $22,763 | $18,279 | $4,484 | $4,484 |
| 50000-CITIGROUP INC 5 | P | 2010-05-19 | 2013-01-16 | $50,448 | $52,947 | -$2,499 | -$2,499 |
| 225-EMERSON ELECTRIC COMPANY | P | 2009-01-28 | 2013-01-16 | $12,273 | $7,886 | $4,387 | $4,387 |
| 63-INTERNATIONAL BUSINESS MACHINES C | P | 2009-05-14 | 2013-01-16 | $12,128 | $6,381 | $5,747 | $5,747 |
| 285-NEXTERA ENERGY INC | P | 2010-06-16 | 2013-01-16 | $20,302 | $14,726 | $5,576 | $5,576 |
| 94-QUALCOMM INC | P | 2008-10-22 | 2013-01-16 | $6,103 | $3,529 | $2,574 | $2,574 |
| 2274.45-TEMPLETON GLOBAL BOND FUND- | P | 2010-03-19 | 2013-01-16 | $30,478 | $30,000 | $478 | $478 |
| 7434.944-VANGUARD HIGH YIELD CORP PO | P | 2009-11-18 | 2013-01-16 | $45,725 | $40,000 | $5,725 | $5,725 |
| 195-CITIGROUP INC | P | 2012-08-03 | 2013-01-16 | $8,276 | $5,370 | $2,906 | $2,906 |
| 1801.802-OPPENHEIMER DEVELOPING MARK | P | 2012-11-13 | 2013-01-16 | $64,144 | $60,000 | $4,144 | $4,144 |
| 60-BHP BILLITON LIMITED ADR | P | 2008-10-22 | 2013-01-16 | $4,575 | $2,009 | $2,566 | $2,566 |
| 142-COSTCO WHOLESALE CORPORATION | P | 2009-01-28 | 2013-01-16 | $14,371 | $6,845 | $7,526 | $7,526 |
| 15-EMERSON ELECTRIC COMPANY | P | 2010-06-16 | 2013-01-16 | $818 | $710 | $108 | $108 |
| 32-INTERNATIONAL BUSINESS MACHINES C | P | 2010-06-16 | 2013-01-16 | $6,160 | $4,171 | $1,989 | $1,989 |
| 80-NORTHERN TRUST CORPORATION | P | 2008-10-22 | 2013-01-16 | $4,034 | $4,321 | -$287 | -$287 |
| 270-QUALCOMM INC | P | 2009-01-28 | 2013-01-16 | $17,529 | $9,937 | $7,592 | $7,592 |
| 374.251-TEMPLETON GLOBAL BOND FUND- | P | 2010-03-31 | 2013-01-16 | $5,015 | $5,000 | $15 | $15 |
| 8196.721-VANGUARD HIGH YIELD CORP PO | P | 2010-01-25 | 2013-01-16 | $50,410 | $45,000 | $5,410 | $5,410 |
| 89-DISNEY WALT CO HOLDINGS | P | 2012-05-09 | 2013-01-16 | $4,592 | $4,020 | $572 | $572 |
| 5229.794-OPPENHEIMER INTERNATIONAL B | P | 2012-03-22 | 2013-01-16 | $34,569 | $33,000 | $1,569 | $1,569 |
| 110-BHP BILLITON LIMITED ADR | P | 2009-01-28 | 2013-01-16 | $8,387 | $4,648 | $3,739 | $3,739 |
| 115-DEERE & COMPANY | P | 2011-07-11 | 2013-01-16 | $10,294 | $9,617 | $677 | $677 |
| 257-EXELON CORPORATION | P | 2010-06-16 | 2013-01-16 | $7,615 | $10,585 | -$2,970 | -$2,970 |
| 500-IPATH DJ - UBS COMMODITY INDEX T | P | 2011-01-21 | 2013-01-10 | $20,491 | $24,525 | -$4,034 | -$4,034 |
| 235-NORTHERN TRUST CORPORATION | P | 2009-01-28 | 2013-01-16 | $11,851 | $13,975 | -$2,124 | -$2,124 |
| 65-SCHLUMBERGER LIMITED | P | 2008-10-22 | 2013-01-16 | $4,755 | $3,315 | $1,440 | $1,440 |
| 518.519-TEMPLETON GLOBAL BOND FUND- | P | 2010-11-16 | 2013-01-16 | $6,948 | $7,000 | -$52 | -$52 |
| 8912.656-VANGUARD HIGH YIELD CORP PO | P | 2010-08-10 | 2013-01-16 | $54,813 | $50,000 | $4,813 | $4,813 |
| 278-EXELON CORPORATION | P | 2012-09-27 | 2013-01-16 | $8,237 | $9,966 | -$1,729 | -$1,729 |
| 178-ROCHE HOLDINGS LTD SPONS ADR | P | 2012-12-12 | 2013-01-16 | $9,400 | $9,026 | $374 | $374 |
| 38-BHP BILLITON LIMITED ADR | P | 2010-06-16 | 2013-01-16 | $2,897 | $2,562 | $335 | $335 |
| 124-DEERE & COMPANY | P | 2011-08-26 | 2013-01-16 | $11,100 | $9,453 | $1,647 | $1,647 |
| 140-EXELON CORPORATION | P | 2011-10-05 | 2013-01-16 | $4,148 | $5,682 | -$1,534 | -$1,534 |
| 1650-IPATH DJ - UBS COMMODITY INDEX | P | 2011-07-28 | 2013-01-10 | $67,620 | $81,789 | -$14,169 | -$14,169 |
| 3986.711-OPPENHEIMER INTERNATIONAL B | P | 2010-02-23 | 2013-01-16 | $26,352 | $25,116 | $1,236 | $1,236 |
| 170-SCHLUMBERGER LIMITED | P | 2009-01-28 | 2013-01-16 | $12,437 | $7,444 | $4,993 | $4,993 |
| 735.835-TEMPLETON GLOBAL BOND FUND- | P | 2010-12-03 | 2013-01-16 | $9,860 | $10,000 | -$140 | -$140 |
| 1757.469-VANGUARD HIGH YIELD CORP PO | P | 2010-12-03 | 2013-01-16 | $10,808 | $10,000 | $808 | $808 |
| 2009-FORD MOTOR COMPANY | P | 2012-07-05 | 2013-01-16 | $28,356 | $19,306 | $9,050 | $9,050 |
| 174-ROCHE HOLDINGS LTD SPONS ADR | P | 2012-12-11 | 2013-01-16 | $9,189 | $8,833 | $356 | $356 |
| 188-CATERPILLAR INC | P | 2009-10-14 | 2013-01-16 | $17,889 | $10,249 | $7,640 | $7,640 |
| 145-DISNEY WALT CO HOLDINGS | P | 2009-01-28 | 2013-01-16 | $7,481 | $3,244 | $4,237 | $4,237 |
| 233-EXXON MOBIL CORPORATION | P | 2008-03-04 | 2013-01-16 | $20,775 | $20,213 | $562 | $562 |
| 528-JOHNSON CONTROLS INC | P | 2011-07-28 | 2013-01-16 | $16,608 | $20,127 | -$3,519 | -$3,519 |
| 3110.42-OPPENHEIMER INTERNATIONAL BO | P | 2010-03-19 | 2013-01-16 | $20,560 | $20,000 | $560 | $560 |
| 66-SCHLUMBERGER LIMITED | P | 2010-06-16 | 2013-01-16 | $4,828 | $4,023 | $805 | $805 |
| 1170.96-TEMPLETON GLOBAL BOND FUND- | P | 2011-11-15 | 2013-01-16 | $15,691 | $15,000 | $691 | $691 |
| 70.207-VANGUARD INFLATION PROTECTED | P | 2011-11-15 | 2013-01-16 | $1,018 | $1,005 | $13 | $13 |
| 532-FORD MOTOR COMPANY | P | 2012-08-03 | 2013-01-16 | $7,509 | $4,841 | $2,668 | $2,668 |
| 136-U S BANCORP DEL | P | 2012-02-28 | 2013-01-16 | $4,510 | $3,969 | $541 | $541 |
| 35-CHEVRON CORP | P | 2008-10-22 | 2013-01-16 | $3,993 | $2,233 | $1,760 | $1,760 |
| 163-DISNEY WALT CO HOLDINGS | P | 2010-06-16 | 2013-01-16 | $8,410 | $5,666 | $2,744 | $2,744 |
| 78-EXXON MOBIL CORPORATION | P | 2010-06-16 | 2013-01-16 | $6,955 | $4,870 | $2,085 | $2,085 |
| 493-JP MORGAN CHASE & COMPANY | P | 2009-05-14 | 2013-01-16 | $22,920 | $17,330 | $5,590 | $5,590 |
| 778.816-OPPENHEIMER INTERNATIONAL BO | P | 2010-03-31 | 2013-01-16 | $5,148 | $5,000 | $148 | $148 |
| 82-SCHLUMBERGER LIMITED | P | 2010-10-19 | 2013-01-16 | $5,999 | $5,161 | $838 | $838 |
| 176-TEVA PHARMACEUTICAL INDUSTRIES L | P | 2010-06-16 | 2013-01-16 | $6,669 | $9,583 | -$2,914 | -$2,914 |
| 860.215 VANGUARD 500 INDEX FUND | P | 2013-01-28 | 2013-10-30 | $140,000 | $119,120 | $20,880 | $20,880 |
| 146-GILEAD SCIENCES INC. | P | 2012-05-04 | 2013-01-16 | $11,263 | $7,407 | $3,856 | $3,856 |
| 256-UNITEDHEALTH GROUP INC | P | 2012-09-27 | 2013-01-16 | $13,686 | $14,428 | -$742 | -$742 |
| 150-CHEVRON CORP | P | 2009-01-28 | 2013-01-16 | $17,112 | $10,931 | $6,181 | $6,181 |
| 230-DU PONT E I DE NEMOURS & COMPANY | P | 2010-10-19 | 2013-01-16 | $10,543 | $10,577 | -$34 | -$34 |
| 57-EXXON MOBIL CORPORATION | P | 2011-03-03 | 2013-01-16 | $5,082 | $4,873 | $209 | $209 |
| 500-LIMONEIRA COMPANY | P | 2008-03-04 | 2013-01-16 | $10,425 | $9,875 | $550 | $550 |
| 1051.051-OPPENHEIMER INTERNATIONAL B | P | 2010-11-16 | 2013-01-16 | $6,947 | $7,000 | -$53 | -$53 |
| 10000-ST JOSEPH CNTY IN HOSP AUTH | P | 2008-03-04 | 2013-01-16 | $9,849 | $9,187 | $662 | $662 |
| 164-TEVA PHARMACEUTICAL INDUSTRIES L | P | 2010-07-07 | 2013-01-16 | $6,215 | $8,730 | -$2,515 | -$2,515 |
| 2024-HUNTINGTON BANCSHARES INC | P | 2012-02-28 | 2013-01-16 | $13,409 | $12,164 | $1,245 | $1,245 |
| 7183.098-VANGUARD INFLATION PROTECTE | P | 2012-03-22 | 2013-01-16 | $104,155 | $102,000 | $2,155 | $2,155 |
| 104-CHEVRON CORP | P | 2010-09-13 | 2013-01-16 | $11,864 | $8,223 | $3,641 | $3,641 |
| 93-DU PONT E I DE NEMOURS & COMPANY | P | 2011-03-03 | 2013-01-16 | $4,263 | $5,084 | -$821 | -$821 |
| 339-GENERAL ELECTRIC COMPANY | P | 2009-01-28 | 2013-01-16 | $7,129 | $4,678 | $2,451 | $2,451 |
| 1472.439-LKCM SMALL CAP EQ INSTITUTI | P | 2010-06-16 | 2013-01-16 | $34,779 | $26,003 | $8,776 | $8,776 |
| 1515.152-OPPENHEIMER INTERNATIONAL B | P | 2010-12-03 | 2013-01-16 | $10,015 | $10,000 | $15 | $15 |
| 355.64-T ROWE PRICE MID CAP VALUE FU | P | 2010-05-10 | 2013-01-16 | $8,841 | $7,888 | $953 | $953 |
| 190-U S BANCORP DEL | P | 2009-01-28 | 2013-01-16 | $6,301 | $2,818 | $3,483 | $3,483 |
| 513-INTEL CORPORATION | P | 2012-05-04 | 2013-01-16 | $11,304 | $14,382 | -$3,078 | -$3,078 |
| 178-ABBOTT LABORATORIES | P | 2009-01-28 | 2013-01-16 | $5,820 | $4,662 | $1,158 | $1,158 |
| 463-CISCO SYSTEMS INC | P | 2009-01-28 | 2013-01-16 | $9,702 | $7,931 | $1,771 | $1,771 |
| 1346.499-EATON VANCE PARAMETRIC TAX | P | 2010-03-31 | 2013-01-16 | $65,556 | $60,000 | $5,556 | $5,556 |
| 33-GENERAL ELECTRIC COMPANY | P | 2010-06-16 | 2013-01-16 | $694 | $529 | $165 | $165 |
| 2069.322-LKCM SMALL CAP EQ INSTITUTI | P | 2010-11-16 | 2013-01-16 | $48,877 | $40,000 | $8,877 | $8,877 |
| 127-ORACLE CORPORATION | P | 2008-10-22 | 2013-01-16 | $4,396 | $2,209 | $2,187 | $2,187 |
| 2325.581-T ROWE PRICE MID CAP VALUE | P | 2010-06-16 | 2013-01-16 | $57,814 | $50,000 | $7,814 | $7,814 |
| 99-U S BANCORP DEL | P | 2010-06-16 | 2013-01-16 | $3,283 | $2,298 | $985 | $985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $364,673 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,503 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,716,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,804,223 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,592 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,045,033 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072335 | DistributionYr3Rt |
| Total Distribution | 0.164947 | TotalDistributionRt |
| Average Distribution | 0.054982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,883,467 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162,754 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,354 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,429 | SubtotalAmt |
| Tax Based On Investment Income | $8,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,485 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,585 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,156 | OverpaymentAmt |
| Applied To ES Tax | $2,156 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WITZELFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT RINALDO JOHNSON & | BusinessNameLine1 |
| Business Name Line2 | GODWIN LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076746494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH MAIN | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A MEYER | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY BETH EVERS | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | VICE PRES | 1.00 | $0 | $0 | $0 |
| KAREN E NICOLARSEN | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID J NICOLARSEN | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | TREASURER | 5.00 | $3,900 | $0 | $0 |
| MICHAEL J EVERS | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| FREDERICK E KEHRWALD | ||||||||
| PO BOX 603 | SHERIDAN | WY | 82801 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,573,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $261,890 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,927,378 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,927,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,883,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,429 | TotalTaxAmt |
| Distributable Before Adj | $135,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $135,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $135,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,354 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,354 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $137,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,744 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,712 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,354 | QualifyingDistributionsAmt |
| Applied To Current Year | $135,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,610 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,322 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,712 | ExcessFromYear1Amt |
| Excess From Current Year | $1,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WITZEL FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S TSCHIRGI ST | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3077517723 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE ON-LINE AT WWW.WITZELFAMILYFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PROVIDES EDUCATIONAL SCHOLARSHIPS AND OTHER MEANS OF FINANCIAL SUPPORT FOR STUDENTS FROM SHERIDAN COUNTY, WYOMING WHO ATTEND ACCREDITED UNIVERSITIES, COLLEGES, VOCATIONAL SCHOOLS, AND WELL ESTABLISHED EDUCATIONAL INSTITUTIONS OFFERING POST-HIGH SCHOOL EDUCATION, INCLUDING EDUCATIONAL ORGANIZATIONS IDENTIFIED BY THE FOUNDER, SARAH E. WITZEL, AND BY THE DIRECTORS, WITH SPECIAL CONSIDERATION TO AND PREFERENCE TO (BUT NOT RESTRICTED TO) ASSISTANCE TO STUDENTS WHO HAVE SPECIAL NEEDS, AND STUDENTS WHO PURSUE INTERESTS IN MUSIC EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST PETER'S EPISCOPAL CHURCH | |||||||
| 1 S TSCHIRGI ST | SHERIDAN | WY | 82801 | NONE | EXEMPT | MUSIC PROGRAM | $10,000 |
| SHERIDAN HIGH SCH DRAMA CLUB | |||||||
| 1056 LONG DRIVE | SHERIDAN | WY | 82801 | NONE | EXEMPT | UNRESTRICTED | $520 |
| WYO THEATER INC | |||||||
| 42 N MAIN | SHERIDAN | WY | 82801 | NONE | EXEMPT | MET OPERA LIVE SERIES | $2,500 |
| SHERIDAN ARTS COUNCIL | |||||||
| PO BOX 844 | SHERIDAN | WY | 82801 | NONE | EXEMPT | CONCERT SUPPORT | $300 |
| ST PETER'S EPISCOPAL CHURCH | |||||||
| 1 S TSCHIRGI ST | SHERIDAN | WY | 82801 | NONE | EXEMPT | JAMES MALLES OUTREACH | $2,200 |
| MUSIC SCHOLARSHIPS TO | |||||||
| EIGHTEEN STUDENTS | SHERIDAN | WY | 82801 | NONE | N/A | MUSIC SCHOLARSHIPS | $113,580 |
| SHERIDAN HIGH SCHOOL | |||||||
| 1056 LONG DRIVE | SHERIDAN | WY | 82801 | NONE | EXEMPT | SUMMER MUSIC PROGRAM | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,673 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMCO DEL MAR, LTD | Desc |
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $38,509 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $38,509 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $425,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,498 | 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 |
|---|---|---|---|
| MOHATT, RINALDO, JOHNSON & GODWI | $2,260 | $1,130 | $1,130 |
| PAYROLL BOOKKEEPING | $278 | $28 | $150 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| JOHN A MEYER |
| MARY BETH EVERS |
| KAREN E NICOLARSEN |
| DAVID J NICOLARSEN |
| MICHAEL J EVERS |
| FREDERICK E KEHRWALD |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEGINNING OF YEAR | ||
| VANGUARD TOTAL BOND MKT INDEX | $1,015,018 | $974,919 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEGINNING OF YEAR | ||
| VANGUARD SMALL CAP INDEX FUND | $251,620 | $319,339 |
| VANGUARD TOT INTL STOCK | $382,300 | $416,170 |
| VANGUARD 500 INDEX FUND | $766,109 | $941,390 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2.65936% INTEREST IN LIMCO DEL MAR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $212,905 | BookValueAmt |
| EOYFMV | $261,891 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $7,760 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS ADMIN | $60 | $60 | |
| BANK CHARGES | $25 | $13 | $12 |
| SCH. K-1 CHARITABLE DEDUCTION | $1,149 | $1,149 | |
| OFFICE & POSTAGE | $80 | $40 | $40 |
| PENALTIES | $83 | ||
| CASUAL LABOR | $273 | $246 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMCO DEL MAR, LTD | Desc |
| Revenue And Expenses Per Books | $38,509 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $638 | $638 | |
| 990PF EXCISE TAXES | $1,266 | ||
| 990T TAXES | $6,173 | ||
| CALIFORNIA INCOME TAXES | $3,135 | ||
| WY SECY OF STATE | $25 | $12 | $13 |
| PAYROLL TAXES | $298 | $30 | $268 |