MARY H STORER FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARY H STORER FOUNDATION (EIN 83-0335956)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-05
- IRS object ID
- 201201879349100005
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-05T15:11:43-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331229 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1088 | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 82003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830335956 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY H STORER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 3076342151 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 820031088 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY STORER | Name |
| Title | PRESIDENT | Title |
| Phone | 3076342151 | Phone |
| Date Signed | 2012-06-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W HEARNE | Name |
| PTIN | P00134005 | PTIN |
| Phone | 3076342151 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2933332 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 43644 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43644 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 53146 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 53146 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 70825 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1613538 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 70825 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 414 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 414 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 168029 | TotalRevenueAndExpenses |
| Total Net Investment Income | 168029 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5311 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5311 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11973 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11973 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 60 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 60 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 874 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 874 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18248 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18248 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 130000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 130000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 148248 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18248 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 130000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 19781 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 149781 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 50 | CashBOY |
| Cash EOY | 50 | CashEOY |
| Cash EOYFMV | 50 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 68515 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 181995 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 181995 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 299092 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 197437 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 207406 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1493797 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1371993 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1455153 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 777745 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 936454 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 971373 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 134944 | InvestmentsOtherBOY |
| Investments Other EOY | 105995 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 117355 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2774143 | TotalAssetsBOY |
| Total Assets EOY | 2793924 | TotalAssetsEOY |
| Total Assets EOYFMV | 2933332 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2774143 | RetainedEarningsBOY |
| Retained Earnings EOY | 2793924 | RetainedEarningsEOY |
| Total Net Assets BOY | 2774143 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2793924 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2774143 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2793924 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2774143 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 19781 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2793924 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2793924 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | STOCK SALES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2001-01-01 | DateAcquired |
| Date Sold | 2011-07-01 | DateSold |
| Gross Sales Price | 1613538 | GrossSalesPrice |
| Cost Or Other Basis | 1542713 | CostOrOtherBasis |
| Gain Or Loss | 70825 | GainOrLoss |
| Gains Minus Excess Or Losses | 70825 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 70825 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 139046 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2858812 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048638 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 149066 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2662634 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055984 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 140070 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2915976 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048035 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 113152 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3131192 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036137 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 84210 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2283066 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036885 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.225679 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045136 | AverageDistributionRatio |
| Net Noncharitable Assets | 2947234 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 133026 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1498 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 134524 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 130000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2996 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2996 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2996 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6 | TotalCreditsAndPayments |
| Penalty For Underpayment | 23 | PenaltyForUnderpayment |
| Tax Due | 3013 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAMES W HEARNE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3076342151 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 W 18TH STREET | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 82001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARY H STORER | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR, PRESIDENT | 2.00 | 0 | 0 | 0 |
| KATHERINE H MANNING | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| LANTSON E ELDRED | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DAVID C WIND | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CHARLES B BEGG JR | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| JAMES W HEARNE | ||||||||
| 314 W 18TH STREET | CHEYENNE | WY | 82001 | DIRECTOR,SECRETARY,TREASUR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2835625 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 156491 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2992116 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2992116 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 44882 | CashDeemedCharitable |
| Net Noncharitable Assets | 2947234 | NetNoncharitableAssets |
| Minimum Investment Return | 147362 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 147362 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2996 | TaxBasedOnInvestmentIncome |
| Total Tax | 2996 | TotalTax |
| Distributable Amount Before Adj | 144366 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 144366 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 144366 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 130000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 130000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 130000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 144366 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 128892 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 130000 | QualifyingDistributions |
| Applied To Year1 | 128892 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1108 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 143258 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY H STORER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 |
| HOPE LIVES BREAST CANCER SUPPORT CENTER | |||||||
| 2629 REDWING RD SUITE 260 | FORT COLLINS | CO | 80526 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 |
| PAWS2HELP | |||||||
| 2061 INDIAN ROAD | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 |
| ST JUDES RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 |
| THE LIVING DESERT | |||||||
| 47-900 PORTOLA AVENUE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL USE | $20,000 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 4967 PAIGE STREET | MILLS | WY | 82644 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | GENERAL USE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 130000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,644 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $53,146 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $414 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $70,825 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $168,029 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 168029 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $5,311 | Amount |
| Net Investment Income | 5311 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 691454 | 726475 |
| MUTUAL FUND BONDS | 245000 | 244898 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUNDS | 450624 | 452782 |
| STOCKS | 921369 | 1002371 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 197437 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 207406 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FOREIGN BONDS | AT COST | 50494 | 52003 |
| FOREIGN STOCK | AT COST | 55501 | 65352 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HANDLING FEES | Description |
| Revenue And Expenses Per Books | 30 | RevenueAndExpensesPerBooks |
| Net Investment Income | 30 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION SETTLEMENT | Description |
| Revenue And Expenses Per Books | 414 | RevenueAndExpensesPerBooks |
| Net Investment Income | 414 | NetInvestmentIncome |
| Adjusted Net Income | 414 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $11,973 | Amount |
| Net Investment Income | 11973 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEE | $25 | 25 | 0 |
| FOREIGN TAXES PAID | $35 | 35 | 0 |
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