WHEELER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FAMILY FOUNDATION (EIN 83-0331386)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201221359349101297
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T12:06:55-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830220400 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FIRST ST SUITE 800 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | 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 | 830331386 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHEELER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEE | NameControl |
| Phone | 3074721000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT ST | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD WHEELER | Name |
| Title | PRESIDENT | Title |
| Phone | 3072348171 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS R HOWARD CPA | Name |
| PTIN | P00426077 | PTIN |
| Phone | 3072654311 | 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 | 1957695 | 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 |
| Dividends Rev And Expnss | 31331 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30731 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 153501 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2489398 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 153501 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 285 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 285 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 185117 | TotalRevenueAndExpenses |
| Total Net Investment Income | 184517 | 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 | 2985 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2985 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5673 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2008 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 21420 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 21420 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30078 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 26413 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 104000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 104000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 134078 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 26413 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 104000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 51039 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 158104 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13326 | CashBOY |
| Cash EOY | 18577 | CashEOY |
| Cash EOYFMV | 18577 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 56411 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 42598 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 42598 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1779600 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1839201 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1896520 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1849337 | TotalAssetsBOY |
| Total Assets EOY | 1900376 | TotalAssetsEOY |
| Total Assets EOYFMV | 1957695 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2563624 | CapitalStockBOY |
| Capital Stock EOY | 1849337 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -714287 | RetainedEarningsBOY |
| Retained Earnings EOY | 51039 | RetainedEarningsEOY |
| Total Net Assets BOY | 1849337 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1900376 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1849337 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1900376 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1849337 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 51039 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1900376 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1900376 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB ACCT #9398-6383 | P | 2010-12-31 | 2011-07-01 | 914748 | 841037 | 73711 | 73711 |
| CHARLES SCHWAB ACCT #9502-3869 | P | 2010-12-31 | 2011-07-01 | 728790 | 694006 | 34784 | 34784 |
| CHARLES SCHWAB ACCT #9502-3873 | P | 2010-12-31 | 2011-07-01 | 845826 | 800854 | 44972 | 44972 |
| CAPITAL GAINS DIVIDENDS | P | 34 | 34 | 34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 153501 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 106000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2036902 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052040 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 154986 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1837259 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084357 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 152000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2632249 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057745 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 151000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3202591 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047149 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2903023 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051670 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.292961 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058592 | AverageDistributionRatio |
| Net Noncharitable Assets | 2178756 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 127658 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1581 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 129239 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 104000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3162 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3162 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3162 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1880 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1880 | TotalCreditsAndPayments |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 1283 | 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 | 0 | 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 | RICHARD E WHEELER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3074721000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5940 S CHESTNUT STREET | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82601 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD E WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| LINDA S WHEELER | ||||||||
| 5940 S CHESTNUT ST | CASPER | WY | 82601 | SECRETARY | 0.00 | 0 | 0 | 0 |
| RICHARD S WHEELER | ||||||||
| 4409 E 24TH ST | CASPER | WY | 82609 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PAULA M WHEELER | ||||||||
| 4409 E 24TH ST | CASPER | WY | 82601 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| WENDY W FENTON | ||||||||
| 6130 EAST LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STEVEN L FENTON | ||||||||
| 6130 EAST LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID N WHEELER | ||||||||
| 3150 W LAUREL HURST DR NE | SEATTLE | WA | 98105 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CATHRINE J WHEELER | ||||||||
| 3150 W LAUREL HURST DR NE | SEATTLE | WA | 98105 | DIRECTOR | 0.00 | 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 | 2073689 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 138246 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2211935 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2211935 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33179 | CashDeemedCharitable |
| Net Noncharitable Assets | 2178756 | NetNoncharitableAssets |
| Minimum Investment Return | 108938 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 108938 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3162 | TaxBasedOnInvestmentIncome |
| Total Tax | 3162 | TotalTax |
| Distributable Amount Before Adj | 105776 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 105776 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 105776 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 104000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 104000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 104000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 105776 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7715 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 20401 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 63151 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6026 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 97293 | TotalExcessDistriCarryover |
| Qualifying Distributions | 104000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 104000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1776 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1776 | ExcessDistriCyovAppliedCY |
| Total Corpus | 95517 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5939 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 89578 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 20401 | ExcessFromYear3 |
| Excess From Year2 | 63151 | ExcessFromYear2 |
| Excess From Year1 | 6026 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD E WHEELER | ContributingManager |
| Contributing Manager | LINDA S WHEELER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASA OF NATRONA COUNTY | |||||||
| 1701 EAST E STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| 230 N PARK ST | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CHILDHAVEN | |||||||
| 316 BROADWAY | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| CLIMB WYOMING OUR FAMILIES OUR FUTURE | |||||||
| 1720 S POPLAR | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| CROSSROADS URBAN CENTER | |||||||
| 347 S 400 E | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| ENGLISH SKILLS LEARNING CENTER | |||||||
| 175 NORTH 600 WEST | SALT LAKE CITY | UT | 84116 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| FOOD LIFELINE | |||||||
| 1702 NE 150TH STREET | SHORELINE | WA | 98155 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| GTNP FUND - YOUTH CONSERVATION PROGRAM | |||||||
| PO DRAWER 170 | MOOSE | WY | 83012 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| HABITAT FOR HUMANITY HEART OF WYOMING | |||||||
| 442 W COLLINS DR | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| HIGH COUNTRY COUNSELING | |||||||
| 389 ADAMS STREET | AFTON | WY | 83110 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| KOSTOPOLUS DREAM FOUNDATION | |||||||
| 2500 EMIGRATION CANYON | SALT LAKE CITY | UT | 84108 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| MEALS ON WHEELS | |||||||
| 1760 EAST 12TH STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| NEIGHBORCARE HEALTH | |||||||
| 905 SPRUCE STREE SUITE 300 | SEATTLE | WA | 98104 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| NEW BEGINNINGS | |||||||
| PO BOX 75125 | SEATTLE | WA | 98175 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| RAINBOW RESCUES INC | |||||||
| 3055 TULIP | CASPER | WY | 82604 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1135 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| RONALD MCDONALD HOUSE | |||||||
| 5000 40TH AVENUE NE | SEATTLE | WA | 98105 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| SALT LAKE DONATED DENTAL SERVICES | |||||||
| 1383 SOUTH 900 WEST STE 128 | SALT LAKE CITY | UT | 84104 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| SENIOR SERVICES | |||||||
| 2208 2ND AVENUE | SEATTLE | WA | 98121 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| SPECIAL OLYMPICS OF WYOMING | |||||||
| 350 W A STREET SUITE 101 | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $4,000 |
| THE MARKET FOUNDATION | |||||||
| 85 PIKE STREET 500 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | GENERAL FUND | $2,000 |
| THE TEAM IN TRAINING | |||||||
| 6130 E LAST CAMP CIRCLE | SALT LAKE CITY | UT | 84108 | NONE | 501(C)(3) | GENERAL FUND | $3,000 |
| WYOMING MEDICAL CENTER FOUNDATION | |||||||
| 1233 E SECOND STREET | CASPER | WY | 82601 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| WYOMING PUBLIC TELEVISION FOUNDATION | |||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 104000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31,331 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $285 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $153,501 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $185,117 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 185117 | 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 FEES | Category |
| Amount | $2,985 | Amount |
| Net Investment Income | 2985 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 1839201 | EOYBookValue |
| EOYFMV | 1896520 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 21308 | 21308 | 0 |
| LICENSES AND PERMITS | 25 | 25 | 0 |
| BANK CHARGES | 74 | 74 | 0 |
| MAGELLAN MIDSTREAM PARTNERS, L.P.OPERATING LOSS | 13 | 13 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SALE OF MAGELLAN MIDSTREAM PARTNERS PTP | Description |
| Revenue And Expenses Per Books | 285 | RevenueAndExpensesPerBooks |
| Net Investment Income | 285 | NetInvestmentIncome |
| Adjusted Net Income | 285 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $2,008 | 2008 | 0 |
| FEDERAL EXCISE TAX | $3,665 | 0 | 0 |
Comments