MARNA M KUEHNE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARNA M KUEHNE FOUNDATION (EIN 74-2276741)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-06
- IRS object ID
- 202540659349100914
- Schema version
- 2023v6.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-06T17:32:50-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830232295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 603 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828010603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742276741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARNA M KUEHNE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARN | BusinessNameControlTxt |
| Phone | 3076726889 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6064 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD A HOFFMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3076726889 | PhoneNum |
| Signature | 2025-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOMMY D DAVIS | PreparerPersonNm |
| PTIN | P01350475 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2025-03-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $29,585,099 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $807,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $807,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $380,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,262,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $380,223 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $176,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,365,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,365,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $253,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,916 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,684 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,021 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,510 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,511 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,650 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,005 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,645 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,027 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,507 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $36,890 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,813 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,799 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,800 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,400 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113,964 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $517,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $307,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,135,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,135,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,653,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,442,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,171,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,875 | CashBOYAmt |
| Cash EOY | $19,439 | CashEOYAmt |
| Cash EOYFMV | $19,439 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $754,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $506,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $506,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,953,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,832,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,191,725 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,684,843 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,335,065 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,475,926 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $437,571 | OtherAssetsBOYAmt |
| Other Assets EOY | $391,328 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $391,328 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,894,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,085,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,585,099 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $227,405 | GrantsPayableBOYAmt |
| Grants Payable EOY | $703,730 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $90 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,438 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $227,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $706,168 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,666,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,378,838 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,666,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,378,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,894,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,085,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,666,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,378,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,378,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 62315.634-AMERICAN BEACON AHL MNGD | P | 2022-11-09 | 2023-11-08 | $613,809 | $633,750 | -$19,941 | -$19,941 |
| 360-ISHARES TIPS BOND EFT | P | 2023-03-15 | 2023-12-06 | $37,798 | $39,349 | -$1,551 | -$1,551 |
| 1927.71397858072-MATTHEW ASIAN GROWT | P | 2022-11-09 | 2023-11-08 | $23,267 | $30,542 | -$7,275 | -$7,275 |
| 440-ISHARES TIPS BOND EFT | P | 2023-10-31 | 2023-12-06 | $46,198 | $45,320 | $878 | $878 |
| 39223.0620214193-MATTHEW ASIAN GROWT | P | 2022-11-06 | 2023-11-08 | $473,406 | $621,428 | -$148,022 | -$148,022 |
| 9455-ISHARES 0 TO 3 MNTH TREASURY BN | P | 2023-10-05 | 2023-12-20 | $946,192 | $948,203 | -$2,011 | -$2,011 |
| 6811.731-ALGER SPECTRA CL Z | P | 2022-11-23 | 2023-11-24 | $144,800 | $141,956 | $2,844 | $2,844 |
| 14115-ISHARES MSCI EAF MIN VOL FCT E | P | 2023-04-06 | 2024-02-07 | $965,572 | $966,994 | -$1,422 | -$1,422 |
| 4118.905-AMG YACKMAN FUND I | P | 2022-12-28 | 2023-12-29 | $96,283 | $98,010 | -$1,727 | -$1,727 |
| 1535-ISHARES S&P 500 VALUE ETF | P | 2019-11-14 | 2024-04-03 | $284,970 | $193,422 | $91,548 | $91,548 |
| 100404.643-AMERICAN BEACON SIM HIGH | P | 2023-01-10 | 2024-01-09 | $900,613 | $875,303 | $25,310 | $25,310 |
| 20090-ISHARES MSCI EAFE VALUE ETF | P | 2023-01-18 | 2024-06-18 | $1,046,657 | $991,241 | $55,416 | $55,416 |
| 29962.461-AMG YACKMAN FUND I | P | 2023-01-08 | 2024-01-09 | $697,209 | $720,771 | -$23,562 | -$23,562 |
| 14085-ISHARES MSCI EAFE ETF | P | 2023-02-09 | 2024-07-02 | $1,105,921 | $994,642 | $111,279 | $111,279 |
| 9974.874-VIRTUS ALPHASIMPLEX MANAG F | P | 2023-04-08 | 2024-04-09 | $99,948 | $106,180 | -$6,232 | -$6,232 |
| 4412.685-FIRST EAGLE OVERSEAS CLASS | P | 2023-04-24 | 2024-04-25 | $112,815 | $18,127 | $94,688 | $94,688 |
| 1625.302-JENSEN QUALITY GROWTH FUND | P | 2023-06-13 | 2024-06-14 | $100,427 | $103,748 | -$3,321 | -$3,321 |
| 6642.929-FPA NEW INCOME FUND | P | 2023-07-25 | 2024-07-23 | $65,283 | $64,763 | $520 | $520 |
| 7428.418-T ROWE PRICE CAPITAL APPREC | P | 2023-08-29 | 2024-08-30 | $277,954 | $225,051 | $52,903 | $52,903 |
| 11096.345-DOUBLELINE TOTAL RETURN BO | P | 2023-10-01 | 2024-10-02 | $100,516 | $116,719 | -$16,203 | -$16,203 |
| 6965-ISHARES TIPS BOND EFT | P | 2016-04-11 | 2023-12-06 | $731,327 | $767,234 | -$35,907 | -$35,907 |
| 1405-ISHARES TIPS BOND EFT | P | 2021-06-14 | 2023-12-06 | $147,524 | $179,278 | -$31,754 | -$31,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $380,223 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,492 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,278 | SubtotalAmt |
| Tax Based On Investment Income | $16,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,438 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DIANA MCCALLA | IndividualWithBooksNm |
| Phone | 3076727444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6064 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD A HOFFMAN | ||||||||
| 1949 SUGARLAND DRIVE STE 220 | SHERIDAN | WY | 82801 | PRESIDENT & | 38.00 | $61,600 | $4,928 | $0 |
| ERIN FOOTE | ||||||||
| 515 PARK VIEW BLVD | SHERIDAN | WY | 82801 | DIRECTOR | 6.00 | $37,200 | $2,976 | $0 |
| DAN B RIGGS | ||||||||
| 50 E LOUCKS | SHERIDAN | WY | 82801 | SECRETARY | 6.00 | $37,200 | $2,976 | $0 |
| JACK TARTER | ||||||||
| 582 NORTH DESMET | BUFFALO | WY | 82834 | VICE PRESIDE | 6.00 | $37,200 | $2,976 | $0 |
| RICHARD HAMMER | ||||||||
| PO BOX 6001 | SHERIDAN | WY | 82801 | DIRECTOR | 6.00 | $37,200 | $2,976 | $0 |
| MOLLY H DOW | ||||||||
| 406 BADGER CREEK ROAD | SHERIDAN | WY | 82801 | DIRECTOR | 6.00 | $43,200 | $3,456 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,475,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $541,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $395,175 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,411,999 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,411,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,985,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,399,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,399,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,278 | TotalTaxAmt |
| Distributable Before Adj | $1,383,013 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,383,013 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,383,013 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,442,814 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,442,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,383,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $747,250 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,442,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $747,250 | AppliedToYear1Amt |
| Applied To Current Year | $695,564 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $687,449 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MARNA M KUEHNE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EDWARD A HOFFMAN PRESIDENT | AddressLine1Txt |
| Address Line2 | 5 CATTAIL LANE | AddressLine2Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076726889 | RecipientPhoneNum |
| Form And Info And Materials | CHARITIES WISHING TO RECEIVE GRANT CONSIDERATION SHOULD CONTACT EDWARD HOFFMAN, PRESIDENT OF THE FOUNDATION TO OBTAIN A GRANT APPLICATION AND TO ASK QUESTIONS RELATED TO THE SCOPE OF OPERATIONS FOR THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TEN DAYS BEFORE THE NEXT SCHEDULED BOARD OF DIRECTORS MEETING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WAS ESTABLISHED TO BENEFIT DISABLED VETERANS IN NORTHEASTERN WYOMING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO HIGH SCHOOL | |||||||
| 18 VETERANS AVENUE | BUFFALO | WY | 82834 | NONE | GOV ORG | VETERAN'S ACTIVITY | $3,500 |
| CAMPBELL COUNTY HEALTH | |||||||
| PO BOX 3011 | GILLETTE | WY | 82716 | NONE | 501(C)3 | VETERAN'S PROGRAM GRANT | $59,145 |
| CHAPS | |||||||
| 501 US-14 | SHERIDAN | WY | 82801 | NONE | EXEMPT | VETERANS PROGRAMS | $44,400 |
| GILLETTE COLLEGE FOUNDATION | |||||||
| 300 W SINCLAIR | GILLETTE | WY | 82718 | NONE | EXEMPT | VETERAN'S PROGRAM GRANT | $65,000 |
| SALVATION ARMY | |||||||
| 150 S TSCHIRGI ST | SHERIDAN | WY | 82801 | NONE | EXEMPT | GRANT FOR OPERATIONS | $85,000 |
| SHERIDAN COLLEGE FOUNDATION | |||||||
| 3059 COFFEEN AVE | SHERIDAN | WY | 82801 | NONE | EXEMPT | VETERANS OFFICER & DINING FOR A CAUS | $75,000 |
| SHERIDAN VA MEDICAL CENTER | |||||||
| 1898 FORT RD | SHERIDAN | WY | 82801 | NONE | GOV ORG | HOLIDAY GRANT | $7,500 |
| VETERAN'S HOME OF WY | |||||||
| 700 VETERANS LANE | BUFFALO | WY | 82834 | NONE | GOV ORG | VETERANS PROGRAMS | $255,687 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | 501(C)3 | CHRISTMAS GRANT | $7,500 |
| WYOMING VETERANS' COMMISSION | |||||||
| 5905 CY AVE | CASPER | WY | 82604 | NONE | GOV ORG | VETERAN ACTIVITIES PROGRAM | $50,000 |
| THE HUB ON SMITH STREET | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | EXEMPT | VETERANS PROGRAMS | $75,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND STREET | LARAMIE | WY | 82070 | NONE | EXEMPT | VETERANS PROGRAMS | $375,000 |
| ROOTED IN WYOMING | |||||||
| PO BOX 382 | SHERIDAN | WY | 82801 | NONE | 501(C)3 | VETERANS GARDENING PROGRAM | $30,000 |
| AMERICAN LEGION POST 3 | |||||||
| PO BOX 657 | NEWCASTLE | WY | 82701 | NONE | 501(C)3 | YOUTH SHOOTING SPORTS GRANT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,135,732 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,545 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $807,600 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $176,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $380,223 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL CREDIT RETIREMENT | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,365,872 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,365,872 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SIM HIGH YLD OPPS R5 | ||
| DOUBLINE TOTAL RETURN BOND FD CL I | $675,411 | $559,957 |
| FIDELITY GOVT MMKT PREMIUM CLASS | $397,045 | $397,045 |
| FIDELITY L/T TREAS BD INDEX PREMIUM | $936,766 | $615,375 |
| FPA NEW INCOME FUND | $1,582,706 | $1,597,118 |
| ISHARES CORE US AGG BOND ETF | $1,169,619 | $1,102,895 |
| ISHARES IBOXX INVT GRADE | $1,119,073 | $1,126,412 |
| ISHARES RUSSELL 1000 | $1,113,404 | $1,166,216 |
| ISHARES RUSSELL 3000 | $1,023,721 | $1,210,924 |
| ISHARES S&P 100 ETF | $1,041,819 | $1,222,375 |
| ISHARES TIPS BOND ETF | ||
| ISHARES 0 TO 3 MNTH | ||
| ISHARES MSCI EAF MIN VOL EFAV | ||
| ISHARES MSCI EAFE EFT EFA | ||
| ISHARES MSCI EAFE VALUE EFV | ||
| ISHARES S&P 500 GROWTH IVW | $977,624 | $1,430,930 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | $2,552,894 | $2,324,148 |
| PIMCO TRENDS MANAGED FUTURES STRGY | $636,455 | $478,415 |
| SPDR S&P 500 ETF | $999,601 | $1,245,322 |
| VANGUARD BD INDEX FD INC (SHORT TERM | $1,031,062 | $987,426 |
| VANGUARD BD INDEX FD INC. (INTERMEDI | $1,077,865 | $1,011,368 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALGER SPECTRA CL Z (ASPZX) | $549,421 | $777,203 |
| AMG YACKTMAN FUND | ||
| AMERICAN BEACON AHL MNGD FUTURES | ||
| COLUMBIA SMALL CAP INDEX FUND | $1,362,362 | $1,215,661 |
| FIRST EAGLE GLOBAL CLASS I | $948,954 | $1,187,069 |
| FIRST EAGLE OVERSEAS CLASS I | $675,853 | $823,235 |
| ISHARES S&P 500 VALUE ETF: IVE | $741,554 | $1,145,456 |
| JENSEN QUALITY GROWTH FUND CL Y | $727,421 | $733,750 |
| MATTHEWS ASIAN GROWTH & INCOME | ||
| PARNASSUS CORE EQUITY INST | $853,259 | $930,819 |
| T ROWE PRICE CAP APPRECIATION | $2,161,201 | $2,694,367 |
| VANGUARD EMERGING MRKTS INDEX ADMIRA | $529,709 | $605,024 |
| VICTORY MARKET NEUTRAL INCOME FD I | $1,361,664 | $1,334,115 |
| VIRTUS ALPHASIMPLEX MANAG FUTURE | $921,095 | $745,026 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $58,027 | LegalFeesAmt |
| Net Investment Income | $14,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,520 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERALS | $1,394,252 | $1,394,252 | $1,394,252 |
| NON-PRODUCING MINERALS | $235,520 | $235,520 | $235,520 |
| ACCUMULATED DEPLETION | -$1,216,291 | -$1,252,902 | -$1,252,902 |
| DIVIDEND RECEIVABLE | $18,681 | $14,458 | $14,458 |
| PREPAID FEDERAL INCOME TAX | $5,409 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ASSET MANAGEMENT FEE | $111,955 | $111,955 | |
| INSURANCE | $1,675 | $838 | $837 |
| OFFICE SUPPLIES | $5,857 | $1,171 | $4,686 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES - GROSS | $244,069 | $244,069 |
| O&G PRODUCTION TAXES | -$31,245 | -$31,245 |
| DEPLETION | -$36,610 | -$36,610 |
| CAPITAL CREDIT RETIREMENT | $290 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES PAYABLE | $90 | |
| EXCISE TAX PAYABLE | $2,438 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $16,278 | ||
| PAYROLL TAXES | $20,612 | $3,813 | $16,799 |