HARRY AND THELMA SURRENA MEMORIAL FUND: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: HARRY AND THELMA SURRENA MEMORIAL FUND (EIN 23-7435554)
Tax period: 2020-11-01 to 2021-10-31
Filed: 2022-09-13
IRS object ID: 202202569349100300
Schema version: 2020v4.0
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
Other Assets Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-13T01:50:54-04:00	ReturnTs
Tax Period End	2021-10-31	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	2020-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237435554	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARRY & THELMA SURRENA MEMORIAL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARR	BusinessNameControlTxt
Phone	3076726494	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 603	AddressLine1Txt
City	SHERIDAN	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	82801	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT WYATT	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3076726494	PhoneNum
Signature	2022-09-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	WYATT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL B JOHNSON	PreparerPersonNm
PTIN	P00912386	PTIN
Phone	3076726494	PhoneNum
Preparation	2022-09-12	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2020	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	$6,957,264	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	$630	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$630	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$124,894	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$124,894	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$563,989	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,170,922	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$563,989	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,439	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$690,952	TotalRevAndExpnssAmt
Total Net Invst Incm	$689,513	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$38,982	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$19,491	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$19,491	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,200	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,650	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$550	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$38,606	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$38,606	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$3,007	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,491	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,491	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$82,795	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$61,238	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$21,532	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$302,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$302,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$384,795	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$61,238	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$323,532	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$306,157	ExcessRevenueOverExpensesAmt
Net Investment Income	$628,275	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$117,031	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$201,191	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$201,195	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$59,474	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$3,571,644	CorporateStockBOYAmt
Corporate Stock EOY	$3,382,396	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,769,958	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,465,930	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,934,926	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,963,129	CorporateBondsEOYFMVAmt
Other Assets BOY	$22,982	OtherAssetsBOYAmt
Other Assets EOY	$22,982	OtherAssetsEOYAmt
Other Assets EOYFMV	$22,982	OtherAssetsEOYFMVAmt
Total Assets BOY	$5,237,061	TotalAssetsBOYAmt
Total Assets EOY	$5,541,495	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,957,264	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$8,481	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$6,758	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$8,481	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,758	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,443,594	CapitalStockBOYAmt
Capital Stock EOY	$2,443,594	CapitalStockEOYAmt
Retained Earning BOY	$2,784,986	RetainedEarningBOYAmt
Retained Earning EOY	$3,091,143	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,228,580	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,534,737	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,237,061	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,541,495	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,228,580	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$306,157	ExcessRevenueOverExpensesAmt
Subtotal	$5,534,737	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,534,737	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (97 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
42-ALEXION PHARMACEUTICALS INC	P	2020-02-21	2021-03-08	$6,315	$4,296	$2,019	$2,019
13-WALT DISNEY CO/THE	P	2015-09-04	2021-03-08	$2,596	$1,310	$1,286	$1,286
24-MCDONALD'S CORP	P	2020-04-22	2021-10-22	$5,741	$4,469	$1,272	$1,272
109-ENERGY SELECT SECTOR SPDR FUND	P	2020-01-07	2021-10-22	$6,268	$6,584	-$316	-$316
413-UBER TECHNOLOGIES INC	P	2019-08-12	2020-11-09	$20,073	$15,606	$4,467	$4,467
151.418-INVESCO DEVELOPING MARKETS F	P	2013-04-11	2021-02-03	$8,470	$5,333	$3,137	$3,137
1863.313-VANGUARD EMERGING MARKETS S	P	2017-06-05	2021-04-21	$81,539	$63,669	$17,870	$17,870
96-ALEXION PHARMACEUTICALS INC	P	2020-02-21	2021-03-24	$14,558	$9,819	$4,739	$4,739
18-META PLATFORMS INC	P	2018-03-27	2021-10-22	$5,837	$2,725	$3,112	$3,112
45-MICROSOFT CORP	P	2013-08-15	2021-10-22	$13,916	$1,429	$12,487	$12,487
180-FINANCIAL SELECT SECTOR SPDR FUN	P	2018-10-31	2021-03-08	$6,153	$4,755	$1,398	$1,398
372-UBER TECHNOLOGIES INC	P	2019-10-16	2020-11-09	$18,080	$11,922	$6,158	$6,158
1268.115-INVESCO DEVELOPING MARKETS	P	2013-04-11	2021-07-12	$69,797	$44,667	$25,130	$25,130
1347.708-VANGUARD EMERGING MARKETS S	P	2017-11-03	2021-04-21	$58,976	$50,000	$8,976	$8,976
96-ALEXION PHARMACEUTICALS INC	P	2020-02-21	2021-03-24	$14,562	$9,819	$4,743	$4,743
27-FEDEX CORP	P	2015-12-14	2021-10-22	$6,314	$3,838	$2,476	$2,476
130-MONDELEZ INTERNATIONAL INC	P	2012-11-02	2021-10-22	$7,849	$3,409	$4,440	$4,440
190-FINANCIAL SELECT SECTOR SPDR FUN	P	2018-10-31	2021-06-09	$7,198	$5,019	$2,179	$2,179
46-UNION PACIFIC CORP	P	2013-11-20	2021-01-13	$9,918	$3,655	$6,263	$6,263
673.963-INVESCO DEVELOPING MARKETS F	P	2013-10-03	2021-07-12	$37,095	$25,000	$12,095	$12,095
550.698-VANGUARD EMERGING MARKETS ST	P	2019-01-28	2021-04-21	$24,099	$18,514	$5,585	$5,585
3-ALPHABET INC	P	2017-07-26	2021-03-08	$6,082	$2,895	$3,187	$3,187
100000-GENERAL MTRS CORP NOTE 7.125%	P	2020-11-27	2021-03-30	$14		$14	$14
49-NIKE INC	P	2016-10-12	2021-03-08	$6,624	$2,578	$4,046	$4,046
150-INDUSTRIAL SELECT SECTOR SPDR FU	P	2020-03-20	2021-03-08	$14,234	$8,029	$6,205	$6,205
23-UNION PACIFIC CORP	P	2013-11-20	2021-03-08	$4,870	$1,828	$3,042	$3,042
388.534-INVESCO DEVELOPING MARKETS F	P	2017-11-03	2021-07-12	$21,385	$16,474	$4,911	$4,911
297.995-VANGUARD 500 INDEX FUND	P	2019-04-05	2021-01-29	$102,230	$79,571	$22,659	$22,659
3-ALPHABET INC	P	2017-07-26	2021-10-22	$8,280	$2,895	$5,385	$5,385
27-GOLDMAN SACHS GROUP INC/THE	P	2018-10-31	2021-03-08	$9,020	$6,115	$2,905	$2,905
38-NIKE INC	P	2016-10-12	2021-10-22	$6,211	$1,999	$4,212	$4,212
21-INDUSTRIAL SELECT SECTOR SPDR FUN	P	2020-04-03	2021-03-08	$1,993	$1,185	$808	$808
15-UNITEDHEALTH GROUP INC	P	2012-09-27	2021-03-08	$5,272	$845	$4,427	$4,427
196.922-EUROPACIFIC GROWTH FUND	P	2015-04-01	2021-03-08	$13,349	$9,892	$3,457	$3,457
167.293-VANGUARD 500 INDEX FUND	P	2019-04-08	2021-01-29	$57,392	$44,717	$12,675	$12,675
2-AMAZON.COM INC	P	2019-02-15	2021-03-08	$5,978	$3,223	$2,755	$2,755
36-GOLDMAN SACHS GROUP INC/THE	P	2018-10-31	2021-03-19	$12,399	$8,154	$4,245	$4,245
12-PALO ALTO NETWORKS INC	P	2020-07-07	2021-10-22	$6,075	$2,854	$3,221	$3,221
143-INDUSTRIAL SELECT SECTOR SPDR FU	P	2020-04-03	2021-06-08	$15,005	$8,068	$6,937	$6,937
1505-VANGUARD INTERMEDIATE-TERM CORP	P	2020-06-05	2021-02-22	$143,366	$141,256	$2,110	$2,110
193.413-EUROPACIFIC GROWTH FUND	P	2017-11-03	2021-03-08	$13,111	$11,083	$2,028	$2,028
289.512-VANGUARD 500 INDEX FUND	P	2019-04-08	2021-04-21	$111,590	$77,387	$34,203	$34,203
2-AMAZON.COM INC	P	2019-02-15	2021-10-22	$6,750	$3,223	$3,527	$3,527
348-ISHARES CORE S&P 500 ETF	P	2020-03-09	2021-04-23	$145,742	$96,022	$49,720	$49,720
256-MATERIALS SELECT SECTOR SPDR FUN	P	2019-02-08	2021-03-08	$19,643	$13,426	$6,217	$6,217
103-TECHNOLOGY SELECT SECTOR SPDR FU	P	2018-08-10	2021-02-08	$14,016	$7,544	$6,472	$6,472
608-VANGUARD INTERMEDIATE-TERM CORPO	P	2020-06-05	2021-07-07	$58,085	$57,065	$1,020	$1,020
488.166-FIDELITY INTERNATIONAL INDEX	P	2018-01-17	2021-02-02	$22,436	$22,133	$303	$303
61.366-VANGUARD 500 INDEX FUND	P	2019-04-08	2021-10-22	$25,762	$16,403	$9,359	$9,359
39-AMERICAN EXPRESS CO	P	2016-03-11	2021-03-08	$5,872	$2,323	$3,549	$3,549
71-ISHARES CORE S&P 500 ETF	P	2020-03-09	2021-10-22	$32,322	$19,591	$12,731	$12,731
145-HEALTH CARE SELECT SECTOR SPDR F	P	2018-08-10	2021-03-08	$16,468	$13,021	$3,447	$3,447
106-TECHNOLOGY SELECT SECTOR SPDR FU	P	2018-08-10	2021-02-08	$14,430	$7,763	$6,667	$6,667
14-WALMART INC	P	2016-01-25	2021-10-22	$2,086	$892	$1,194	$1,194
2203.289-GOLDMAN SACHS INTERNATIONAL	P	2013-08-27	2021-02-03	$28,533	$20,777	$7,756	$7,756
82-APPLE INC	P	2016-04-28	2021-10-22	$12,251	$1,966	$10,285	$10,285
50-ISHARES CORE S&P MID-CAP ETF	P	2020-02-28	2021-10-22	$13,982	$9,025	$4,957	$4,957
113-HEALTH CARE SELECT SECTOR SPDR F	P	2018-08-10	2021-10-22	$14,831	$10,147	$4,684	$4,684
19-TECHNOLOGY SELECT SECTOR SPDR FUN	P	2018-08-10	2021-03-10	$2,472	$1,392	$1,080	$1,080
40-WALMART INC	P	2017-06-29	2021-10-22	$5,961	$3,026	$2,935	$2,935
1370.196-EATON VANCE FLOATING-RATE A	P	2017-11-03	2020-11-19	$14,072	$14,935	-$863	-$863
17-BERKSHIRE HATHAWAY INC	P	2010-02-17	2021-03-08	$4,385	$1,292	$3,093	$3,093
940-ISHARES CORE S&P SMALL-CAP ETF	P	2020-04-02	2021-01-29	$91,576	$49,277	$42,299	$42,299
10-CONSUMER STAPLES SELECT SECTOR SP	P	2018-05-16	2021-03-08	$654	$497	$157	$157
421-TECHNOLOGY SELECT SECTOR SPDR FU	P	2019-02-08	2021-03-10	$54,767	$28,306	$26,461	$26,461
50000-WELLS FARGO & CO 2.5% 04 MAR 2	P	2016-05-26	2021-03-04	$50,000	$50,711	-$711	-$711
4146.098-EATON VANCE FLOATING-RATE A	P	2018-05-24	2020-11-19	$42,580	$45,358	-$2,778	-$2,778
1-BERKSHIRE HATHAWAY INC	P	2010-03-17	2021-03-08	$258	$82	$176	$176
201-ISHARES CORE S&P SMALL-CAP ETF	P	2020-04-02	2021-03-08	$21,928	$10,537	$11,391	$11,391
28-CONSUMER STAPLES SELECT SECTOR SP	P	2020-01-07	2021-03-08	$1,830	$1,744	$86	$86
14-TECHNOLOGY SELECT SECTOR SPDR FUN	P	2019-05-10	2021-03-10	$1,821	$1,058	$763	$763
39-XILINX INC	P	2020-01-13	2020-11-02	$4,580	$3,915	$665	$665
15908.701-EATON VANCE FLOATING-RATE	P	2019-11-21	2020-11-19	$163,382	$168,155	-$4,773	-$4,773
107-BRISTOL-MYERS SQUIBB CO	P	2013-02-05	2021-10-22	$6,183	$3,954	$2,229	$2,229
52-JPMORGAN CHASE & CO	P	2012-05-25	2021-03-08	$7,940	$1,749	$6,191	$6,191
7-CONSUMER DISCRETIONARY SELECT SECT	P	2020-09-17	2021-03-08	$1,106	$1,017	$89	$89
119-TECHNOLOGY SELECT SECTOR SPDR FU	P	2019-05-10	2021-10-22	$18,909	$8,990	$9,919	$9,919
40-XILINX INC	P	2020-01-13	2020-11-02	$4,699	$4,016	$683	$683
484.733-EATON VANCE FLOATING-RATE AD	P	2020-01-07	2020-11-19	$4,978	$5,206	-$228	-$228
118-CISCO SYSTEMS INC	P	2011-10-25	2021-03-08	$5,677	$2,087	$3,590	$3,590
58-JPMORGAN CHASE & CO	P	2012-05-25	2021-03-19	$8,852	$1,951	$6,901	$6,901
113-ENERGY SELECT SECTOR SPDR FUND	P	2018-10-31	2021-03-08	$5,998	$7,667	-$1,669	-$1,669
105-COMMUNICATION SERVICES SELECT SE	P	2018-08-10	2021-03-08	$7,650	$5,180	$2,470	$2,470
39-XILINX INC	P	2020-01-13	2020-11-04	$4,885	$3,915	$970	$970
4523.63-VANGUARD INTERMEDIATE-TERM T	P	2019-09-05	2021-02-22	$52,203	$52,157	$46	$46
129-COMCAST CORP	P	2020-01-10	2021-10-22	$6,962	$5,848	$1,114	$1,114
87-KLA CORP	P	2020-04-03	2021-02-01	$24,962	$11,192	$13,770	$13,770
44-ENERGY SELECT SECTOR SPDR FUND	P	2019-09-24	2021-03-08	$2,336	$2,690	-$354	-$354
176-REAL ESTATE SELECT SECTOR SPDR F	P	2019-03-28	2021-03-08	$6,562	$6,345	$217	$217
40-XILINX INC	P	2020-01-13	2020-11-04	$5,106	$4,016	$1,090	$1,090
642.395-VANGUARD INTERMEDIATE-TERM T	P	2020-01-07	2021-02-22	$7,413	$7,317	$96	$96
32-WALT DISNEY CO/THE	P	2012-05-09	2021-03-08	$6,391	$1,445	$4,946	$4,946
66-LOWE'S COS INC	P	2016-10-19	2021-03-08	$10,827	$4,587	$6,240	$6,240
12-ENERGY SELECT SECTOR SPDR FUND	P	2020-01-07	2021-03-08	$637	$725	-$88	-$88
62-UTILITIES SELECT SECTOR SPDR FUND	P	2020-02-07	2021-03-08	$3,765	$4,275	-$510	-$510
464.519-INVESCO DEVELOPING MARKETS F	P	2012-12-03	2021-02-03	$25,985	$15,781	$10,204	$10,204
1063.23-VANGUARD EMERGING MARKETS ST	P	2017-06-05	2021-02-02	$47,473	$36,331	$11,142	$11,142

Field	Value	IRS element (for citing)
Capital Gain Net Income	$563,989	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$75,093	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,733	InvestmentIncomeExciseTaxAmt
Subtotal	$8,733	SubtotalAmt
Tax Based On Investment Income	$8,733	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,000	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$25	EsPenaltyAmt
Tax Due	$6,758	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MOHATT JOHNSON & GODWIN LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3076726494	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 603	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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 (2 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
JOHN PRADERE
PO BOX 603	SHERIDAN	WY	82801	TRUSTEE	6.00	$19,491	$0	$0
ROBERT WYATT
PO BOX 603	SHERIDAN	WY	82081	TRUSTEE	6.00	$19,491	$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	$6,497,940	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$269,609	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$22,982	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,790,531	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$6,790,531	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$101,858	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,688,673	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$334,434	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$334,434	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,733	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,733	TotalTaxAmt
Distributable Before Adj	$325,701	DistributableBeforeAdjAmt
Distributable Before Ded	$325,701	DistributableBeforeDedAmt
Distributable As Adjusted	$325,701	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$323,532	ExpensesAndContributionsAmt
Qualifying Distributions	$323,532	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$323,532	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$325,701	DistributableAsAdjustedAmt
Undistributed Income PY	$37	UndistributedIncomePYAmt
Qualifying Distributions	$323,532	QualifyingDistributionsAmt
Applied To Year1	$37	AppliedToYear1Amt
Applied To Current Year	$323,495	AppliedToCurrentYearAmt
Undistributed Income CY	$2,206	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	SURRENA MEMORIAL FUND	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 603	AddressLine1Txt
City	SHERIDAN	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	82801	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3077526855	RecipientPhoneNum
Form And Info And Materials	WRITTEN APPLICATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	CHARITABLE, RELIGIOUS, SCIENTIFIC, & EDUCATIONAL PURPOSES IN THE U.S.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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
BREAD OF LIFE
PO BOX 909	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000
BUFFALO SENIOR CENTER
PO BOX 941	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$7,500
CHILDREN'S CENTER
863 HIGHLAND AVE	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$30,000
CHILDREN'S CENTER - BUFFALO
151 KLONDIKE	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$45,000
CLEARMONT COMMUNITY LIBRARY
PO BOX 26	CLEARMONT	WY	82835	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$5,000
GENESIS FOUNDATION
444 CRESCENT DR	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$25,000
JOHNSON COUNTY LIBRARY
171 N ADAMS	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$5,000	FOUNDATION
HABITAT FOR HUMANITY
PO BOX 6196	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$6,000	OF THE EASTERN BIGHORNS
JOHNSON COUNTY YMCA
101 SOUTH KLONDIKE	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$20,000
LUNCH TOGETHER SOUP KITCHEN
102 S CONNER ST	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000
METHODIST CHURCH
132 N ADAMS AVE	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$2,500	OF BUFFALO WYOMING
METHODIST CHURCH
215 W WORKS	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$5,000	OF SHERIDAN WYOMING
SENIOR CITIZENS COUNCIL
211 SMITH STREET	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000
SHERIDAN COLLEGE
3059 COFFEEN AVE	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	SCHOLARSHIPS	$10,000	FOUNDATION
SHERIDAN COUNTY LIBRARY
335 W ALGER	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000	FOUNDATION INC
SHERIDAN COUNTY YMCA
417 NORTH JEFFERSON	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$20,000
STORY BRANCH LIBRARY
PO BOX 188	STORY	WY	82842	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000
STORY COMMUNITY CHURCH
PO BOX 415	STORY	WY	82842	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$5,000
THE FOOD GROUP
51 COFFEEN AVE-SUITE 101	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$10,000
TONGUE RIVER BRANCH
PO BOX 909	RANCHESTER	WY	82839	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$5,000	LIBRARY
TONGUE RIVER CHILD'S
PO BOX 232	RANCHESTER	WY	82839	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$30,000	PLACE
VOLUNTEERS OF AMERICA OF
1876 S SHERIDAN AVE	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	HOMELESS SHELTER	$5,000	WYOMING AND MONTANA
COMPASS-CENTER FOR FAMILIES
PO BOX 6022	SHERIDAN	WY	82801	NONE	EXEMPT ORG.	CASA PROGRAM	$5,000
MOUNTAIN PLAINS HERITAGE PARK
PO BOX 1034	BUFFALO	WY	82834	NONE	EXEMPT ORG.	GENERAL OPERATIONS	$1,000
CHILDHOOD LANGUAGE CLINIC
109 S GOULD STREET	SHERIDAN	WY	82801	NONE	EXPEMPT ORG.	GENERAL OPERATIONS	$10,000	NORTHERN WYOMING SCOTTISH RITE

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$302,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$630	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$124,894	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$563,989	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	EXCISE TAX	Desc
Exclusion	1	ExclusionCd
Exclusion	$1,439	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$690,952	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$690,952	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	ACCOUNTING FEES	CategoryTxt
Amt	$2,200	Amt
Net Investment Income	$1,650	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$550	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EATON VANCE FLOATING RATE FUND	$260,347	$266,088
VANGUARD HIGH YIELD CORPORATE FUND	$420,742	$428,431
NORTHERN ULTRA-SHORT FIXED INCOME FU	$143,277	$142,873
VANGUARD INTERMEDIATE-TERM CORPORATE	$418,331	$419,031
VANGUARD SHORT-TERM CORPORATE BIND	$393,505	$388,521
WELLS FARGO & CO 2.5%
ISHARES PREFERRED & INCOME SECURITIE	$239,594	$259,724
ISHARES JP MORGAN USD EMERGING	$59,130	$58,461

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBOTT LABORATORIES	$11,437	$18,754
ACTIVISION BLIZZARD INC	$22,096	$17,826
ALEXION PHARMACEUTICALS INC
ALPHABET INC CAP STK CL A	$16,407	$50,336
AMAZON.COM INC	$26,668	$53,959
AMERICAN EUROPACIFIC GROWTH FUND
AMERICAN EXPRESS	$8,041	$23,518
APPLE COMPUTER INC	$9,445	$59,021
BERKSHIRE HATHAWAY INC - CL B	$8,161	$28,414
BRISTOL MYERS SQUIBB	$10,533	$16,836
CISCO SYSTEMS	$9,427	$29,832
CITIGROUP INC	$20,969	$19,926
COMCAST CORP	$18,154	$20,881
COMMUNICATION SERVICES SEL SPDR	$26,309	$43,362
CONSUMER DISCRETIONARY SEL SPDR	$6,100	$8,448
CONSUMER STAPLES SEL SECTOR SPDR	$20,171	$22,871
COSTCO WHOLESALE CORP	$14,276	$20,678
DFA EMERGING MARKETS SMALL CAP	$149,083	$182,048
DFA GLOBAL REAL ESTATE SECURITIES	$431,616	$537,295
EMERSON ELECTRIC CO	$5,885	$18,238
ENERGY SELECT SECTOR SPDR	$34,565	$50,803
EXELON CORPORATION	$5,814	$9,255
FACEBOOK INC
FEDEX CORP	$9,666	$16,016
FIDELITY INTERNATIONAL INDEX FUND	$267,147	$333,152
FINANCIAL SELECT SECTOR SPDR	$26,345	$47,265
GOLDMAN SACHS GROUP INC	$14,042	$25,628
GOLDMAN SACHS INTERNATIONAL SMALL CA	$141,143	$178,429
HEALTH CARE SELEC SECTOR SPDR	$91,698	$128,735
HONEYWELL INTERNATIONAL INC	$13,168	$19,894
INDUSTRIAL SELECT SECTOR SPDR	$41,882	$52,976
INTERCONTINENTAL EXCHANGE INC	$12,284	$18,277
ISHARES CORE S&P 500 ETF	$129,457	$207,906
J.P. MORGAN CHASE & CO	$4,641	$23,583
KLS CORP
LOWE'S COS INC	$21,031	$64,755
MASCO CORP	$14,725	$16,781
MATERIALS SELECT SECTOR SPDR	$19,461	$28,430
MCDONALD'S CORP	$13,779	$18,171
META PLATFORMS INC	$9,082	$19,414
MICROSOFT CORPORATION	$14,448	$80,584
MONDELEZ INTERNATIONAL INC	$19,152	$23,506
NIKE INC	$14,469	$46,005
PALO ALTO NETWORKS INC	$10,227	$21,891
PEPSICO	$3,628	$19,069
QUALCOMM INC	$14,099	$12,772
REAL ESTATE SELECT SECTOR SPDR	$25,438	$32,805
SALESFORCE.COM INC	$25,083	$32,966
SKYWORKS SOLUTIONS INC	$3,974	$26,407
SPDR S&P SEMICONDUCTOR ETF	$59,220	$73,918
TECHNOLOGY SELECT SECTOR SPDR	$39,734	$82,219
UBER TECHNOLOGIES INC
UNION PACIFIC	$8,582	$26,071
UNITEDHEALTH GROUP INC	$4,114	$33,614
UTILITIES SELECT SECTOR SPDR FUND	$13,474	$13,783
VANGUARD 500 INDEX FUND	$115,697	$202,657
VANUGARD EMERGING MARKETS STOCK INDE	$158,611	$193,286
WAL-MART STORES INC	$15,887	$31,378
WALT DISNEY	$13,907	$23,332
XILINX INC
ISHARES CORE S&P MID-CAP ETF	$169,137	$236,574
ISHARES COR S&P SMALL-CAP ETF	$111,870	$241,270
INVESCO DEVELOPING MARKETS FUND	$178,526	$218,891
EUROPACIFIC GROWTH FUND	$122,590	$164,260
ISHARES CORE MSCI EUROPE ETF	$147,102	$152,087
ISHARES MSCI CHINA ETF	$408,719	$348,900

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	MINERAL RIGHTS	Desc
BOY Book Value	$22,982	BOYBookValueAmt
EOY Book Value	$22,982	EOYBookValueAmt
EOYFMV	$22,982	EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	EXCISE TAX	Desc
Revenue And Expenses Per Books	$1,439	RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAXES PAYABLE	Desc
BOY Book Value	$8,481	BOYBookValueAmt
EOY Book Value	$6,758	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$38,606	Amt
Net Investment Income	$38,606	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES
PAYROLL TAXES	$2,982	$1,491	$1,491
PENALTY	$25