HARRY AND THELMA SURRENA MEMORIAL FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND THELMA SURRENA MEMORIAL FUND (EIN 23-7435554)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-09-15
- IRS object ID
- 202442599349100504
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-15T17:36:47-04:00 | ReturnTs |
| Tax Period End | 2023-10-31 | 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 | 2022-11-01 | 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 | 2024-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | MICHAEL B JOHNSON | PreparerPersonNm |
| PTIN | P00912386 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2024-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,354,928 | 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 | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,490,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,386 | 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 | $3,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,978 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $992 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,533 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,491 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,491 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$221,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $178,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,485 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,448 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,397 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,397 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $279,796 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $325,321 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $303,795 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,985,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,802,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,239,452 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $768,072 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $691,190 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $614,817 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $22,982 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,982 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,982 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,242,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,015,661 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,354,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | 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 | $2,798,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,572,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,242,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,015,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,242,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,015,661 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,242,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$221,956 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,020,337 | SubtotalAmt |
| Other Decreases | $4,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,015,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 19,068.88-APHFX-ARTISAN HIGH INCOME | P | 2022-09-19 | 2023-10-16 | $162,848 | $167,043 | -$4,195 | -$4,195 |
| 7,628.00-FXI-ISHARES CHINA LARGE-CAP | P | 2017-12-09 | 2022-12-06 | $219,770 | $297,848 | -$78,078 | -$78,078 |
| 204.00-ATVI-ACTIVISION BLIZZARD INC | P | 2021-06-08 | 2023-10-13 | $6,578 | $6,578 | $6,578 | |
| 532-EMB-ISHARES J.P. MORGAN USD EMER | P | 2021-02-23 | 2022-12-06 | $45,549 | $59,130 | -$13,581 | -$13,581 |
| 34-FDX-FEDEX CORP | P | 2020-06-29 | 2023-08-09 | $9,028 | $4,833 | $4,195 | $4,195 |
| 133-XLE-ENERGY SELECT SECTOR SPDR FU | P | 2018-10-31 | 2022-11-11 | $12,381 | $5,513 | $6,868 | $6,868 |
| 49-MSFT-MICROSOFT CORP | P | 2012-10-17 | 2023-08-09 | $15,891 | $1,556 | $14,335 | $14,335 |
| 216-XLC-COMMUNICATION SERVICES SELEC | P | 2018-08-10 | 2022-11-11 | $10,808 | $10,657 | $151 | $151 |
| 204-00507V109-ACTIVISION BLIZZARD IN | P | 2021-06-08 | 2023-08-09 | $18,722 | $19,772 | -$1,050 | -$1,050 |
| 587-XLF-FINANCIAL SELECT SECTOR SPDR | P | 2018-03-27 | 2022-11-11 | $21,064 | $14,965 | $6,099 | $6,099 |
| 259-XLK-TECHNOLOGY SELECT SECTOR SPD | P | 2018-08-10 | 2023-06-02 | $43,186 | $19,555 | $23,631 | $23,631 |
| 60-META-META PLATFORMS INC | P | 2016-11-18 | 2022-11-11 | $6,851 | $9,082 | -$2,231 | -$2,231 |
| 107-XSD-SPDR S&P SEMICONDUCTOR ETF | P | 2021-01-04 | 2023-04-12 | $20,999 | $18,972 | $2,027 | $2,027 |
| 110-XSD-SPDR S&P SEMICONDUCTOR ETF | P | 2021-01-04 | 2023-04-12 | $21,568 | $19,503 | $2,065 | $2,065 |
| 1,481.00-IJR-ISHARES CORE S&P SMALL- | P | 2020-04-02 | 2023-04-10 | $140,693 | $77,638 | $63,055 | $63,055 |
| 465-QQQ-INVESCO QQQ TRUST SERIES 1 | P | 2022-03-11 | 2023-04-05 | $146,368 | $152,509 | -$6,141 | -$6,141 |
| 466-QQQ-INVESCO QQQ TRUST SERIES 1 | P | 2022-03-11 | 2023-04-05 | $146,445 | $158,509 | -$12,064 | -$12,064 |
| 1,837.00-VCSH-VANGUARD SHORT-TERM CO | P | 2021-02-01 | 2023-03-20 | $138,768 | $152,010 | -$13,242 | -$13,242 |
| 101-XLB-MATERIALS SELECT SECTOR SPDR | P | 2018-06-18 | 2023-03-20 | $7,713 | $5,344 | $2,369 | $2,369 |
| 4,597.66-VEMAX-VANGUARD EMERGING MAR | P | 2017-06-05 | 2023-02-27 | $151,079 | $158,611 | -$7,532 | -$7,532 |
| 2,329.93-FEUPX-EUROPACIFIC GROWTH FU | P | 2017-11-03 | 2023-02-27 | $120,480 | $122,589 | -$2,109 | -$2,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,375 | SubtotalAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,772 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,772 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $1,397 | 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 |
| 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 | $5,450,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,982 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,784,504 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,784,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,697,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,375 | TotalTaxAmt |
| Distributable Before Adj | $283,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $283,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $283,512 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,474 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $319,474 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,215 | UndistributedIncomePYAmt |
| Qualifying Distributions | $319,474 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,215 | AppliedToYear1Amt |
| Applied To Current Year | $278,259 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,253 | 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 | $5,000 | |
| CHILDHOOD LANGUAGE CLINIC | ||||||||
| 109 S GOULD STREET | SHERIDAN | WY | 82801 | NONE | EXPEMPT ORG. | GENERAL OPERATIONS | $5,000 | NORTHERN WYOMING SCOTTISH RITE |
| 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 | $40,000 | |
| CLEARMONT COMMUNITY LIBRARY | ||||||||
| PO BOX 26 | CLEARMONT | WY | 82835 | NONE | EXEMPT ORG. | GENERAL OPERATIONS | $5,000 | |
| COMPASS-CENTER FOR FAMILIES | ||||||||
| PO BOX 6022 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | CASA PROGRAM | $2,500 | |
| GENESIS FOUNDATION | ||||||||
| 444 CRESCENT DR | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | GENERAL OPERATIONS | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| PO BOX 6196 | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | GENERAL OPERATIONS | $3,000 | OF THE EASTERN BIGHORNS |
| JOHNSON COUNTY LIBRARY | ||||||||
| 171 N ADAMS | BUFFALO | WY | 82834 | NONE | EXEMPT ORG. | GENERAL OPERATIONS | $5,000 | FOUNDATION |
| 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 | $2,000 | 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 | $5,000 | 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 | $5,000 | |
| 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 | $10,000 | PLACE |
| VOLUNTEERS OF AMERICA OF | ||||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | HOMELESS SHELTER | $5,000 | THE NORTHERN ROCKIES |
| SENIOR CITIZENS COUNCIL | ||||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | EXEMPT ORG. | GENERAL OPERATIONS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $157,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,386 | 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) |
|---|---|---|
| Amt | $3,970 | Amt |
| Net Investment Income | $2,978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $992 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $43,223 | $43,138 |
| VANGUARD INTERMEDIATE-TERM CORPORATE | $288,526 | $229,306 |
| VANGUARD SHORT-TERM CORPORATE BIND | ||
| ISHARES PREFERRED & INCOME SECURITIE | $120,077 | $118,464 |
| ISHARES JP MORGAN USD EMERGING | ||
| ARTISAN HIGH INCOME FUND | $101,362 | $98,007 |
| DOUBLELINE TOTAL RETURN BOND FUND | $138,002 | $125,902 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $11,437 | $13,710 |
| ACTIVISION BLIZZARD INC | ||
| ALPHABET INC CAP STK CL A | $16,407 | $42,187 |
| AMAZON.COM INC | $49,771 | $73,066 |
| AMERICAN EXPRESS | $8,041 | $19,714 |
| APPLE COMPUTER INC | $9,445 | $67,283 |
| BERKSHIRE HATHAWAY INC - CL B | $8,161 | $33,792 |
| BLACKSTONE INC | $21,004 | $23,180 |
| BRISTOL MYERS SQUIBB | $10,533 | $14,686 |
| CHARLES SCHWAB CORP | $21,664 | $21,701 |
| CISCO SYSTEMS | $9,426 | $27,785 |
| CITIGROUP INC | $20,969 | $11,294 |
| COMCAST CORP | $18,154 | $16,764 |
| COMMUNICATION SERVICES SEL SPDR | $23,320 | $29,965 |
| CONSUMER DISCRETIONARY SEL SPDR | $6,100 | $6,388 |
| CONSUMER STAPLES SEL SECTOR SPDR | $20,171 | $21,783 |
| COSTCO WHOLESALE CORP | $14,276 | $23,202 |
| DFA EMERGING MARKETS SMALL CAP | $149,083 | $144,701 |
| DFA GLOBAL REAL ESTATE SECURITIES | $410,432 | $336,875 |
| EMERSON ELECTRIC CO | $5,885 | $16,726 |
| ENERGY SELECT SECTOR SPDR | $29,052 | $63,978 |
| EUROPACIFIC GROWTH FUND | ||
| EXELON CORPORATION | ||
| FEDEX CORP | $4,833 | $8,163 |
| FIDELITY EMERGING MARKETS INDEX FUND | $150,605 | $146,180 |
| FIDELITY INTERNATIONAL INDEX FUND | $267,147 | $280,072 |
| FINANCIAL SELECT SECTOR SPDR | $11,381 | $18,995 |
| GMO RESOURCES FUND | $214,807 | $175,388 |
| GOLDMAN SACHS EMERGING MARKETS EQUIT | $219,206 | $213,281 |
| GOLDMAN SACHS GROUP INC | $14,042 | $18,824 |
| GOLDMAN SACHS INTERNATIONAL SMALL CA | $141,143 | $135,721 |
| HEALTH CARE SELEC SECTOR SPDR | $72,858 | $93,530 |
| HONEYWELL INTERNATIONAL INC | $13,168 | $16,677 |
| INDUSTRIAL SELECT SECTOR SPDR | $42,091 | $46,524 |
| INTERCONTINENTAL EXCHANGE INC | $12,284 | $14,182 |
| INVESCO DEVELOPING MARKETS FUND | $178,526 | $147,792 |
| INVESCO QQQ TRUST SERIES 1 | ||
| ISHARES BIOTECHNOLOGY ETF | $27,720 | $24,214 |
| ISHARES CHINA LARGE-CAP ETF | ||
| ISHARES COR S&P SMALL-CAP ETF | $183,805 | $174,313 |
| ISHARES CORE MSCI EUROPE ETF | $272,725 | $232,947 |
| ISHARES CORE S&P 500 ETF | ||
| ISHARES CORE S&P 500 ETF | $129,457 | $189,393 |
| ISHARES CORE S&P MID-CAP ETF | $156,141 | $183,372 |
| ISHARES CURRENCY HEDGED MSCI EAFE ET | $120,041 | $120,963 |
| ISHARES MSCI CHINA ETF | ||
| J.P. MORGAN CHASE & CO | $4,641 | $19,190 |
| LOWE'S COS INC | $18,057 | $44,784 |
| MASCO CORP | $14,724 | $13,335 |
| MATERIALS SELECT SECTOR SPDR | $29,952 | $32,173 |
| MCDONALD'S CORP | $13,779 | $19,401 |
| META PLATFORMS INC | ||
| MICROSOFT CORPORATION | $12,892 | $65,593 |
| MONDELEZ INTERNATIONAL INC | $19,152 | $25,623 |
| NIKE INC | $14,469 | $28,262 |
| NORTHERN MULTI-MANAGER GLOBAL LISTED | $217,242 | $187,735 |
| PALO ALTO NETWORKS INC | $10,227 | $31,350 |
| PEPSICO | $3,628 | $19,267 |
| QUALCOMM INC | $14,099 | $10,463 |
| REAL ESTATE SELECT SECTOR SPDR | $25,438 | $22,707 |
| SALESFORCE.COM INC | $25,083 | $22,091 |
| SKYWORKS SOLUTIONS INC | $3,974 | $13,705 |
| SPDR S&P SEMICONDUCTOR ETF | $31,774 | $29,545 |
| TECHNOLOGY SELECT SECTOR SPDR | $48,025 | $75,281 |
| UNION PACIFIC | $8,582 | $22,422 |
| UNITEDHEALTH GROUP INC | $4,114 | $39,096 |
| UTILITIES SELECT SECTOR SPDR FUND | $22,886 | $20,712 |
| VANGUARD 500 INDEX FUND | $115,697 | $184,452 |
| VANUGARD EMERGING MARKETS STOCK INDE | ||
| WAL-MART STORES INC | $15,887 | $34,316 |
| WALT DISNEY | $32,653 | $28,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $325,321 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $303,795 | USGovtObligationsEOYFMVAmt |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX ADJUSTMENT | Desc |
| Amt | $4,676 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $34,533 | Amt |
| Net Investment Income | $34,533 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,375 | ||
| PAYROLL TAXES | $2,982 | $1,491 | $1,491 |
| PENALTY |