THE RAY & KAY LITTLER TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE RAY & KAY LITTLER TRUST (EIN 83-0320342)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349105094
- Schema version
- 2022v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T18:49:53-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823848283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828341814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830320342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITT -THE RAY AND KAY LITTLER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 3076847867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BERRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3076200892 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | BERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLEY J PEARSON | PreparerPersonNm |
| PTIN | P00447440 | PTIN |
| Phone | 3072789075 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,245,902 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,795 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,795 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,413 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,804 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $900 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $160 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,440 | AccountingFeesChrtblPrpsAmt |
| Printing And Pub Rev And Expnss | $582 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $582 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,060 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,060 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,744 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,203 | CashBOYAmt |
| Cash EOY | $12,935 | CashEOYAmt |
| Cash EOYFMV | $12,935 | CashEOYFMVAmt |
| Corporate Stock BOY | $626,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $574,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,232,967 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $630,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,245,902 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,366 | CapitalStockBOYAmt |
| Retained Earning EOY | $587,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $630,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $630,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $630,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,071 | ExcessRevenueOverExpensesAmt |
| Subtotal | $588,295 | SubtotalAmt |
| Other Decreases | $444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $255 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $255 | SubtotalAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $245 | OverpaymentAmt |
| Applied To ES Tax | $245 | AppliedToESTaxAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072789075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CONNIE GODDARD | ||||||||
| 234 FRENCH CREEK ROAD | BUFFALO | WY | 82834 | TRUSTEE | 0.10 | $3,000 | $0 | $0 |
| THOMAS BERRY | ||||||||
| PO BOX 172 | BUFFALO | WY | 82834 | TRUSTEE | 0.10 | $3,000 | $0 | $0 |
| BARRY CRAGO | ||||||||
| 443 S LOBBAN | BUFFALO | WY | 82834 | TRUSTEE | 0.10 | $3,000 | $0 | $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 | $1,185,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,194,357 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,194,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,176,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $255 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $255 | TotalTaxAmt |
| Distributable Before Adj | $58,567 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,567 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,323 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,323 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,428 | UndistributedIncomePYAmt |
| Qualifying Distributions | $65,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,428 | AppliedToYear1Amt |
| Applied To Current Year | $31,895 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $26,672 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LITTLER TRUST GRANT AWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | S.HUSTON@VERCPA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER DEMONSTRATING FINANCIAL NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ON OR AROUND MAY 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS SERVING JOHNSON COUNTY, WY AND RESIDENTS OF JOHNSON COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIGHORN BLUEGRASS CAMP | ||||||||
| 950 N MAIN ST | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE MUSIC CAMP SCHOLARSHIPS | $550 | |
| BOY SCOUT TROOP 2415 | ||||||||
| 990 N ADAMS AVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR SCOUT ACTIVITIES | $2,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 58 N ADAMS | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR OPERATIONS | $7,500 | |
| BREAD OF LIFE FOOD PANTRY | ||||||||
| PO BOX 909 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FOOD TO INDIVIDUALS IN NEED | $10,000 | |
| BUFFALO CHILDREN'S CENTER | ||||||||
| PO BOX 238 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE CHILDCARE SUPPLIES | $3,000 | |
| BUFFALO CHRISTIAN SCHOOL | ||||||||
| PO BOX 978 | BUFFALO | WY | 82834 | PURCHASE RECREATIONAL EQUIPMENT | $2,000 | |||
| BUFFALO LIONS CLUB | ||||||||
| PO BOX 64 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR ORG OPERATIONS | $750 | |
| BUFFALO SENIOR CENTER | ||||||||
| PO BOX 941 | BUFFALO | WY | 82834 | NONE | NONE | SUPPORT SERVICES FOR SENIORS | $7,500 | |
| FAMILY CRISIS CENTER | ||||||||
| PO BOX 1001 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT AND SUPPLIES | $5,000 | |
| JOHNSON COUNTY 4-H COUNCIL | ||||||||
| 30 FAIRGROUND RD | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE LEARNING OPPS FOR 4-H YOUTH | $1,000 | |
| JOHNSON COUNTY ADULT SPECIAL | ||||||||
| PO BOX 400 | BUFFALO | WY | 82834 | NONE | NONE | GRANT TO SUPPORT TRAVEL & ACTIVITY | $2,000 | OLYMPICS TEAM |
| JOHNSON COUNTY FRIENDS FEEDING | ||||||||
| PO BOX 314 | BUFFALO | WY | 82834 | NONE | PROVIDE FOOD TO HUNGRY CHILDREN | $4,000 | FRIENDS | |
| JOHNSON COUNTY YMCA | ||||||||
| PO BOX 95 | BUFFALO | WY | 82834 | NONE | NONE | ASSIST WITH MEMBERSHIP PROGRAM | $5,000 | |
| LEARNING TREE PRESCHOOL | ||||||||
| 820 W FETTERMAN ST | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT & SUPPLIES | $2,198 | |
| ST FRANCIS ANIMAL SHELTER | ||||||||
| 109 FLATIRON DRIVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE CARE FOR ANIMALS IN NEED | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,998 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,609 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,899 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,899 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,312 | 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 | $1,600 | Amt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $160 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,440 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN THE STATE OF WYOMING | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIDELITY 500 INDEX FUND | AssetDesc |
| Acquired | 2017-07 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2022-12 | SoldDt |
| Gross Sales Price | $7,500 | GrossSalesPriceAmt |
| Basis | $2,601 | BasisAmt |
| Total Net | $4,899 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $574,916 | EOYBookValueAmt |
| EOYFMV | $1,232,967 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYMENTS | Desc |
| Amt | $444 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POST OFFICE BOX RENTAL | $108 | $108 |
| SAFETY DEPOSIT BOX RENTAL | $10 | $10 |
| OFFICE SUPPLIES | $85 | $85 |