SHUMAKER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHUMAKER FAMILY FOUNDATION (EIN 86-1735448)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101310
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:26:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 OAKBROOK DR STE 400 | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861735448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHUMAKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUM | BusinessNameControlTxt |
| Phone | 3133937575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE ST 6 FL FORD FIELD | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SHUMAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3133937575 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON PARISHO | PreparerPersonNm |
| PTIN | P01345359 | PTIN |
| Phone | 7346659494 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,679,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,762 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,763 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $457 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,361 | CashBOYAmt |
| Cash EOY | $46,368 | CashEOYAmt |
| Cash EOYFMV | $46,368 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,255,428 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,316,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,580,859 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $48,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,346 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,392 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,343,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,410,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,679,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,343,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,410,756 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,343,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,343,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,410,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,343,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $327 | OtherIncreasesAmt |
| Subtotal | $1,410,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,878 | $2,674 | $1,204 | $1,204 |
| PUBLICLY TRADED SECURITIES | $344,308 | $257,799 | $86,509 | $86,509 |
| PUBLICLY TRADED SECURITIES | $16,372 | $861 | $15,511 | $15,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,684 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,684 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,684 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,397 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,397 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $707 | OverpaymentAmt |
| Applied To ES Tax | $707 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON SHUMAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3138848419 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CAMERON PLACE | AddressLine1Txt |
| City | GROSSE POINT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2024 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2023 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON SHUMAKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 SAINT ANTOINE STREET 6TH FLOOR | AddressLine1Txt |
| Address Line2 | AT FORD FIELD | AddressLine2Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/TREASURER/SECRETARY/DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,491,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,521,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,521,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,498,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,684 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,684 | TotalTaxAmt |
| Distributable Before Adj | $73,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,374 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Total For Prior Years | $1,971 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,163 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,971 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $1,971 | Taxable1Amt |
| Taxable2 | $15,211 | Taxable2Amt |
| Undistributed Income CY | $73,249 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON SHUMAKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MUSIC LAND | ||||||
| 5903 LISMORE VALLEY LANE | CHARLOTTE | NC | 28226 | PC | GENERAL FUND | $5,000 |
| WAR MEMORIAL | ||||||
| 32 LAKE SHORE DR | GROSS POINTE FARMS | MI | 48236 | PC | GENERAL FUND | $900 |
| PATRON OF THE ARTS IN THE VATICAN | ||||||
| 41780 SIX MILE RD STE 100 | NORTHVILLE | MI | 48168 | PC | GENERAL FUND | $10,000 |
| GROSSE POINTE CHAMBER FOUNDATION | ||||||
| 106 KERCHEVAL AVE | GROSSE POINT FARMS | MI | 48236 | PC | GENERAL FUND | $6,000 |
| TCSAR FOUNDATION | ||||||
| 300 RESCUE WAY | JACKSON | WY | 83001 | PC | GENERAL FUND | $5,000 |
| CLIMB WYOMING | ||||||
| 123 EAST 17TH STREET | CHEYENNE | WY | 82001 | PC | GENERAL FUND | $5,000 |
| JACKSON HOLE SKI CLUB | ||||||
| 110 SNOW KING AVE | JACKSON | WY | 83001 | PC | GENERAL FUND | $2,500 |
| GIRLS ACTIVELY PARTICIPATING | ||||||
| PO BOX 6971 | JACKSON | WY | 83002 | PC | GENERAL FUND | $5,000 |
| CITY MEALS ON WHEELS | ||||||
| 360 LEXINGTON AVE NINTH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL FUND | $5,000 |
| FILM FORUM | ||||||
| 209 WEST HOUSTON ST | NEW YORK | NY | 10014 | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,520 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,525 | Amt |
| Net Investment Income | $3,762 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,763 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS AND CHEMICALS INC | $13,631 | $12,351 |
| ALCOA CORP COM | $19,777 | $31,884 |
| ALCON INC | $11,977 | $11,821 |
| ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 | $17,372 | $19,212 |
| APTIV PLC COM | $20,890 | $19,022 |
| BK OF AMERICA CORP | $14,700 | $27,500 |
| BOEING CO | $31,460 | $32,568 |
| BRISTOL-MYERS SQUIBB CO | $38,642 | $37,758 |
| CF INDUSTRIES HOLDINGS INC COM | $5,708 | $5,800 |
| CHARTER COMMUNICATIONS INC | $28,313 | $13,569 |
| CHEVRON CORP NEW | $15,959 | $19,051 |
| CITIGROUP INC | $14,876 | $35,007 |
| CLEVELAND-CLIFFS INC NEW COM | $20,340 | $19,920 |
| COCA-COLA CO | $14,202 | $17,478 |
| COMCAST CORP | $28,735 | $20,923 |
| INTERNATIONAL BUS MACH CORP COM | $12,038 | $29,621 |
| COMPAGNIE FINANCIERE RICHEMONT SA. SPON | $7,600 | $10,765 |
| FREEPORT-MCMORAN INC COM | $16,516 | $20,316 |
| CVS HEALTH CORPORATION COM | $31,150 | $31,744 |
| DIAGEO ADR EACH REPR | $37,346 | $25,881 |
| DISNEY WALT CO COM | $4,809 | $5,689 |
| ELANCO ANIMAL HEALTH INC COM | $20,174 | $38,471 |
| EOG RESOURCES INC | $2,721 | $7,876 |
| ESTEE LAUDER COMPANIES INC COM | $38,359 | $36,652 |
| EXXON MOBIL CORP COM | $13,523 | $18,051 |
| FERRARI N V | $4,233 | $7,391 |
| GE AEROSPACE COM NEW | $4,412 | $23,102 |
| INTERNATIONAL FLAVORS &FRAGRANCES | $22,803 | $16,847 |
| GENERAL MTRS CO COM | $19,323 | $32,528 |
| GRAIL INC | $3,911 | $21,398 |
| HERSHEY COMPANY COM USD | $24,148 | $22,747 |
| IHEARTMEDIA INC COM CL A | $19,940 | $31,200 |
| ILLUMINA INC COM USD | $20,227 | $26,232 |
| DELTA AIR LINES INC | $15,233 | $27,760 |
| SALESFORCE INC COM | $11,997 | $13,246 |
| JOHNSON &JOHNSON COM | $28,645 | $36,216 |
| SMUCKER J M CO COM NEW | $22,841 | $19,562 |
| REINSURANCE GRP OF AMERICA INC COM NEW | $18,510 | $30,519 |
| KYNDRYL HLDGS INC COMMON STOCK | $10,147 | $21,248 |
| LAMB WESTON HLDGS INC COM | $35,828 | $25,134 |
| MACY S INC COM | $20,609 | $22,050 |
| MARATHON PETROLEUM CORP COM | $4,534 | $12,197 |
| MERCK &CO. INC COM | $31,863 | $42,104 |
| MODERNA INC COM | $35,823 | $23,592 |
| MORGAN STANLEY COM | $6,475 | $13,315 |
| NESTLE ADR | $38,215 | $34,573 |
| NUCOR CORP COM | $15,520 | $16,311 |
| ORGANON &CO COMMON STOCK | $34,457 | $17,925 |
| PAYPAL HLDGS INC COM | $12,473 | $11,676 |
| PEPSICO INC | $29,915 | $28,704 |
| QUALCOMM INC | $21,478 | $29,934 |
| RBC BEARINGS INC. COM USD | $7,346 | $11,211 |
| WARNER BROS DISCOVERY INC COM | $41,369 | $57,640 |
| SCHLUMBERGER LIMITED COM | $12,301 | $19,190 |
| RXT CORPORATION COM | $15,985 | $36,680 |
| MARTIN MARIETTA MATERIALS INC COM | $5,650 | $6,227 |
| STRATSYS LTD | $25,618 | $13,020 |
| TECK RESOURCES LTD ISIN | $14,236 | $16,761 |
| TRANSDIGM GROUP INC | $5,888 | $13,298 |
| TRUIST FINL CORP COM | $28,009 | $34,447 |
| UNITED AIRLS HLDGS INC COM | $13,055 | $33,546 |
| US BANCORP | $26,002 | $34,684 |
| WHEATON PRECIOUS METALS CORP COM NPV | $6,682 | $17,628 |
| JPMORGAN CHASE & CO | $16,220 | $37,055 |
| WILLSCOT HOLDINGS CORPORATION CLASS A | $13,425 | $9,415 |
| WORKDAY INC COM USD | $17,564 | $16,109 |
| ZIMMER BIOMET HOLDINGS INC COM | $33,062 | $26,976 |
| ZOEITIS INC | $7,007 | $6,291 |
| EXPEDITORS INTERNATIONAL OF | $12,098 | $14,901 |
| GARTNER INC COM | $5,216 | $5,046 |
| INGERSOLL RAND INC COM | $8,011 | $7,922 |
| NIKE INC | $6,920 | $6,371 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN TOWER CORP NEW COM | FMV | $5,493 | $4,389 |
| HEALTHPEAK PROPERTIES INC COM | FMV | $5,479 | $4,020 |
| KIMCO REALTY CORP COM | FMV | $17,719 | $16,216 |
| SIMON PROPERTY GROUP INC | FMV | $19,655 | $27,767 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO FMV FOR BOOKS | Desc |
| Amt | $327 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,120 | Amt |
| Net Investment Income | $10,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES WITHHELD | $457 | $457 | $0 |
| FEDERAL INCOME TAX | $650 | $0 | $0 |