THE ROBERTS FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERTS FAMILY FOUNDATION (EIN 74-2269660)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-27
- IRS object ID
- 201131179349100003
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-27T07:22:09-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARKER MELLINGER CPAs LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 Sugarland Dr Ste 1 | AddressLine1 |
| City | Sheridan | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742269660 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEROBERTS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THER | NameControl |
| Phone | 3076720785 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DRIVE SUITE 1 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD B ROBERTS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-04-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALICIA HIPPLE CPA | Name |
| Phone | 3076720785 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2178256 | 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 | 157 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 157 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 157 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 44447 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 44447 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 44447 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 8980 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 159664 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8980 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 7480 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 53584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 53584 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 52084 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1050 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 840 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 210 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 334 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 267 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 67 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 2713 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2170 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 543 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4097 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3277 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 820 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 134268 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 134268 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 138365 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3277 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 135088 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -84781 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50307 | NetInvestmentIncome |
| Adjusted Net Income | 52084 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 64435 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 68037 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 68037 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 334 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 1313088 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1225039 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2110219 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1377857 | TotalAssetsBOY |
| Total Assets EOY | 1293076 | TotalAssetsEOY |
| Total Assets EOYFMV | 2178256 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1377857 | RetainedEarningsBOY |
| Retained Earnings EOY | 1293076 | RetainedEarningsEOY |
| Total Net Assets BOY | 1377857 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1293076 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1377857 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1293076 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1377857 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -84781 | ExcessOfRevenueOverExpenses |
| Subtotal | 1293076 | Subtotal |
| Total Net Assets Fund Balances EOY | 1293076 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (49 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| L/T CAP GAINS | P | 2001-01-01 | 2010-12-31 | 247 | 247 | 247 | |
| 117.2230 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-12-09 | 1204 | -2 | -2 | 1206 |
| 31.3460 SIMT REAL RETURN FUND CLASS A | P | 2009-11-03 | 2010-12-16 | 326 | 3 | 3 | 323 |
| 406.8140 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-12-09 | 4581 | 562 | 562 | 4019 |
| 371.0730 SEI INST TR US MGD VOLATILITY-A | P | 2009-11-03 | 2010-12-09 | 4215 | 690 | 690 | 3525 |
| 158.8220 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-08-03 | 1699 | 65 | 65 | 1634 |
| 104.3270 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-07-30 | 1116 | 43 | 43 | 1073 |
| 845.9230 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-07-02 | 8960 | 255 | 255 | 8705 |
| 1272.0250 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-06-16 | 13344 | 255 | 255 | 13089 |
| 219.0780 SIMT US FIXED INCOME FUND CLASS A | P | 2009-11-03 | 2010-02-25 | 2265 | 11 | 11 | 2254 |
| 101.0920 SIMT REAL RETURN FUND CLASS A | P | 2009-11-03 | 2010-08-03 | 1060 | 17 | 17 | 1043 |
| 28.4970 SIMT REAL RETURN FUND CLASS A | P | 2009-11-03 | 2010-07-30 | 298 | 4 | 4 | 294 |
| 408.6400 SIMT REAL RETURN FUND CLASS A | P | 2009-11-03 | 2010-07-02 | 4246 | 29 | 29 | 4217 |
| 20.9950 SIMT REAL RETURN FUND CLASS A | P | 2009-11-03 | 2010-03-16 | 219 | 2 | 2 | 217 |
| 66.3860 SIMT MULTI-STRATEGY ALT FUND CL A | P | 2010-06-16 | 2010-12-16 | 667 | 10 | 10 | 657 |
| 98.6270 SIMT MULTI-STRATEGY ALT FUND CL A | P | 2010-06-16 | 2010-08-03 | 976 | 1 | 1 | 975 |
| 70.3130 SIMT MULTI-STRATEGY ALT FUND CL A | P | 2010-06-16 | 2010-07-30 | 695 | 695 | ||
| 516.7730 SIMT MULTI-STRATEGY ALT FUND CL A | P | 2010-06-16 | 2010-07-02 | 5090 | -21 | -21 | 5111 |
| 22.9700 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-08-03 | 241 | 14 | 14 | 227 |
| 165.6810 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-07-30 | 1708 | 71 | 71 | 1637 |
| 301.6710 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-07-02 | 2896 | -85 | -85 | 2981 |
| 382.1120 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-06-16 | 4020 | 245 | 245 | 3775 |
| 96.7350 SIMT LARGE CAP FUND-A | P | 2009-11-03 | 2010-03-16 | 1058 | 102 | 102 | 956 |
| 95.5070 SEI SHORT-DURATION GOVT FUND #45 | P | 2009-11-03 | 2010-08-03 | 1020 | 22 | 22 | 998 |
| 60.3360 SEI SHORT-DURATION GOVT FUND #45 | P | 2009-11-03 | 2010-07-30 | 645 | 14 | 14 | 631 |
| 501.3180 SEI SHORT-DURATION GOVT FUND #45 | P | 2009-11-03 | 2010-07-02 | 5339 | 100 | 100 | 5239 |
| 22.9010 SEI SHORT-DURATION GOVT FUND #45 | P | 2009-11-03 | 2010-03-16 | 242 | 3 | 3 | 239 |
| 1.8630 SEI REAL ESTATE FUND #74 | P | 2010-03-29 | 2010-07-02 | 19 | -1 | -1 | 20 |
| 609.3760 SEI REAL ESTATE FUND #74 | P | 2009-11-03 | 2010-06-16 | 6916 | 1413 | 1413 | 5503 |
| 149.0860 SEI REAL ESTATE FUND #74 | P | 2009-11-03 | 2010-06-16 | 1692 | 352 | 352 | 1340 |
| 517.1880 SEI REAL ESTATE FUND #74 | P | 2009-11-03 | 2010-06-11 | 5736 | 1086 | 1086 | 4650 |
| 129.4310 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-08-03 | 1358 | 128 | 128 | 1230 |
| 220.3860 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-07-30 | 2288 | 194 | 194 | 2094 |
| 210.3200 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-07-02 | 2067 | 69 | 69 | 1998 |
| 1237.0540 SEI INTL HIGH YIELD BOND FUND | P | 2009-11-03 | 2010-06-16 | 12964 | 1212 | 1212 | 11752 |
| 159.9600 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-02-25 | 1633 | 113 | 113 | 1520 |
| 166.9720 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-08-03 | 1199 | 89 | 89 | 1110 |
| 198.1080 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-07-30 | 1418 | 101 | 101 | 1317 |
| 976.3290 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-07-02 | 6795 | 302 | 302 | 6493 |
| 458.9590 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-06-16 | 3190 | 138 | 138 | 3052 |
| 392.4120 SEI INST HIGH YIELD BOND FUND #59 | P | 2009-11-03 | 2010-02-25 | 2727 | 117 | 117 | 2610 |
| 176.1700 SEI GLOBAL MANAGED VOLATILITY FUND A | P | 2009-11-03 | 2010-08-03 | 1416 | 72 | 72 | 1344 |
| 228.9110 SEI GLOBAL MANAGED VOLATILITY FUND A | P | 2009-11-03 | 2010-07-03 | 1831 | 84 | 84 | 1747 |
| 1060.3630 SEI GLOBAL MANAGED VOLATILITY FUND A | P | 2009-11-03 | 2010-07-02 | 8303 | 212 | 212 | 8091 |
| 154.6910 SEI GLOBAL MANAGED VOLATILITY FUND A | P | 2009-11-03 | 2010-02-25 | 1227 | 47 | 47 | 1180 |
| 138.6270 SEI ENHANCED INCOME FUND #77 | P | 2009-11-03 | 2010-08-03 | 1030 | 24 | 24 | 1006 |
| 415.4860 SEI ENHANCED INCOME FUND #77 | P | 2009-11-03 | 2010-07-02 | 3066 | 50 | 50 | 3016 |
| 3000.5900 SEI ENHANCED INCOME FUND #77 | P | 2009-11-03 | 2010-06-11 | 22264 | 480 | 480 | 21784 |
| 290.2140 SEI ENHANCED INCOME FUND #77 | P | 2009-11-03 | 2010-02-25 | 2148 | 41 | 41 | 2107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8980 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 7480 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82139 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1362020 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06031 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89657 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1710014 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05243 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 60355 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1868419 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03230 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65164 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1692835 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03849 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46398 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1553637 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02986 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.21340 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04268 | AverageDistributionRatio |
| Net Noncharitable Assets | 1394468 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 59516 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 503 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 60019 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 135088 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 503 | InvestmentIncomeExciseTax |
| Subtotal | 503 | Subtotal |
| Tax Based On Investment Income | 503 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Tax Due | 513 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD B ROBERTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3076720785 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 SUGARLAND DR SUITE 1 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DONALD B ROBERTS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 CEMETERY ROAD | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1339250 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 76454 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1415704 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1415704 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21236 | CashDeemedCharitable |
| Net Noncharitable Assets | 1394468 | NetNoncharitableAssets |
| Minimum Investment Return | 69723 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69723 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 503 | TaxBasedOnInvestmentIncome |
| Total Tax | 503 | TotalTax |
| Distributable Amount Before Adj | 69220 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 69220 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 69220 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 135088 | ExpensesAndContributions |
| Qualifying Distributions | 135088 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 503 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 134585 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69220 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 66416 | UndistributedIncomePriorYear |
| Qualifying Distributions | 135088 | QualifyingDistributions |
| Applied To Year1 | 66416 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 68672 | AppliedToCurrentYear |
| Undistributed Income CY | 548 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JOY JUNCTION | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | PUBLIC | GENERAL | $7,500 |
| METHODIST CHURCH | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $10,000 |
| SHERIDAN INN | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | PUBLIC | GENERAL | $25,000 |
| VOLUNTEERS OF AMERICA | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $25,000 |
| BIG HORN SCHOOL | |||||||
| GENERAL | BIG HORN | WY | 82833 | none | SCHOOL | GENERAL | $5,000 |
| SHERIDAN SENIOR CENTER | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $10,000 |
| SCOTTISH RITE CHILDHOOD | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $2,000 |
| CENTER FOR DISPUTE RESOLUTION | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $25,000 |
| SHERIDAN COUNTY HISTORICAL SOCIETY | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $5,000 |
| WYOMING INDEPENDENT LIVING | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $3,080 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $4,000 |
| CVC | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $10,000 |
| CHILDREN'S CENTER INC | |||||||
| GENERAL | SHERIDAN | WY | 82801 | none | 501(c) | GENERAL | $2,000 |
| OTHER UNDER 5000 | |||||||
| VARIOUS | SHERIDAN | WY | 82801 | none | NONE | MISC ASSISTANCE | $688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 134268 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $157 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $44,447 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8980 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,604 | ExclusionAmount |
| Related Or Exempt Function Income | 8980 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 53584 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | Category |
| Amount | $1,050 | Amount |
| Net Investment Income | 840 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 210 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Bank Charges | 125 | 100 | 25 |
| Annual fees | 2588 | 2070 | 518 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $334 | Amount |
| Net Investment Income | 267 | NetInvestmentIncome |
| Disbursements Charitable Prps | 67 | DisbursementsCharitablePrps |
Comments