ANNE AND SCOTT NICKERSON FAMILY FOUNDATION TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANNE AND SCOTT NICKERSON FAMILY FOUNDATION TRUST (EIN 84-1409098)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-09-26
- IRS object ID
- 202442709349100309
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-26T15:02:58-04:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841409098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE & SCOTT NICKERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 3076749875 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE NICKERSON | PersonNm |
| Person Title | SECY/TREAS | PersonTitleTxt |
| Phone | 3076749875 | PhoneNum |
| Signature | 2024-09-27 | 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 | TOMMY D DAVIS | PreparerPersonNm |
| PTIN | P01350475 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2024-09-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $4,194,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $75,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $494,763 | GrossSalesPriceAmt |
| Total Rev And Expnss | $159,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,577 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,623 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $47,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,507 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $54,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,722 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $549,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,048 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $238,732 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $238,732 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,543,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,286,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,286,306 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $550,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $654,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $654,565 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,642,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,194,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,194,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,642,329 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,194,651 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,642,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,194,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,642,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,194,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,642,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $637,614 | OtherIncreasesAmt |
| Subtotal | $4,194,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,194,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 40052-LARA EXPLORATION LTD | P | 2023-06-16 | $22,973 | $46,528 | -$23,555 | -$23,555 | |
| 5553-NTHN STAR RES LTD | P | 2024-03-05 | $50,223 | $48,479 | $1,744 | $1,744 | |
| 7418-CES ENERGY SOLUTIONS CORP COM | P | 2023-08-22 | $19,375 | $9,685 | $9,690 | $9,690 | 2021-03-26 |
| 5560-BERRY CORPORATION | P | 2024-03-28 | $44,482 | $20,908 | $23,574 | $23,574 | |
| 3674-EMX RTY CORP COM | P | 2023-11-14 | $5,952 | $7,388 | -$1,436 | -$1,436 | 2013-01-31 |
| 4595-EMX RTY CORP COM | P | 2024-05-15 | $8,731 | $9,240 | -$509 | -$509 | |
| 47-EMX RTY CORP COM | P | 2023-12-05 | $81 | $95 | -$14 | -$14 | 2013-01-31 |
| 2802-EMX RTY CORP COM | P | 2024-05-17 | $5,324 | $5,621 | -$297 | -$297 | |
| 12027-NGX LIMITED NPV | P | 2023-12-20 | $1,099 | $2,041 | -$942 | -$942 | |
| 65213-CORONADO GLOBAL RES INC | P | 2024-05-20 | $48,592 | $69,147 | -$20,555 | -$20,555 | |
| 2635-SANDSTORM GOLD LTD | P | 2024-01-10 | $12,781 | $11,618 | $1,163 | $1,163 | |
| 78620-TURACO GOLD LTD | P | 2024-05-20 | $11,981 | $5,327 | $6,654 | $6,654 | |
| 283-SANDSTORM GOLD LTD | P | 2024-01-16 | $1,408 | $1,763 | -$355 | -$355 | |
| 150-SPDR SERIES TRUST | P | 2023-08-09 | $13,730 | $13,734 | -$4 | -$4 | |
| 4879-SANDSTORM GOLD LTD | P | 2024-01-16 | $24,273 | $24,434 | -$161 | -$161 | |
| 190-SPDR SERIES TRUST | P | 2024-01-12 | $17,399 | $17,396 | $3 | $3 | |
| 6345-SANDSTORM GOLD LTD | P | 2024-01-23 | $30,495 | $39,521 | -$9,026 | -$9,026 | |
| 12-SPDR SERIES TRUST | P | 2024-01-30 | $1,101 | $1,099 | $2 | $2 | |
| 120-SPDR SERIES TRUST | P | 2024-01-23 | $11,002 | $10,987 | $15 | $15 | |
| 2589-BERRY CORPORATION | P | 2024-03-28 | $20,713 | $13,722 | $6,991 | $6,991 | |
| 280-SPDR SERIES TRUST | P | 2024-01-29 | $25,694 | $25,637 | $57 | $57 | |
| 30000-CORANADO GLOBAL RES INC | P | 2024-05-15 | $22,589 | $32,032 | -$9,443 | -$9,443 | |
| 455-SPDR SERIES TRUST | P | 2024-02-09 | $41,642 | $41,660 | -$18 | -$18 | |
| 80-SPDR SERIES TRUST | P | 2024-02-13 | $7,324 | $7,325 | -$1 | -$1 | |
| 250-SPDR SERIES TRUST | P | 2024-02-13 | $22,886 | $22,890 | -$4 | -$4 | |
| 250-SPDR SERIES TRUST | P | 2024-02-21 | $22,913 | $22,890 | $23 | $23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,404 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $73 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,084 | OverpaymentAmt |
| Applied To ES Tax | $1,084 | 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 | 352 WHITNEY LANE STE 201 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT NICKERSON | ||||||||
| PO BOX 278 | BIG HORN | WY | 82833 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ANNE NICKERSON | ||||||||
| PO BOX 278 | BIG HORN | WY | 82833 | SECY/TREAS | 10.00 | $0 | $0 | $0 |
| DAVID NICKERSON | ||||||||
| PO BOX 278 | BIG HORN | WY | 82833 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| GREGORY NICKERSON | ||||||||
| PO BOX 278 | BIG HORN | WY | 82833 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PHILLIP NICKERSON | ||||||||
| PO BOX 278 | BIG HORN | WY | 82833 | DIRECTOR | 2.00 | $0 | $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 | $3,109,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $565,463 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,798,342 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,798,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,741,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $186,752 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,752 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,752 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,891 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,274 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,375 | QualifyingDistributionsAmt |
| Applied To Current Year | $186,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,623 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,588 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,560 | ExcessFromYear4Amt |
| Excess From Year3 | $7,240 | ExcessFromYear3Amt |
| Excess From Year2 | $3,891 | ExcessFromYear2Amt |
| Excess From Year1 | $5,274 | ExcessFromYear1Amt |
| Excess From Current Year | $3,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE SCOTT NICKERSON FAMILY FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076749875 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION, INCLUDING: GENERAL APPLICANT INFORMATION, PROOF OF TAX EXEMPT STATUS UNDER SECTION 501(C)(3), MOST RECENT FINANCIAL REPORT IN THE FORM PROVIDED BY THE IRC OR TREASURY REGULATIONS, AMOUNT REQUESTED, AND PURPOSE (INCLUDING ANTICIPATED BUDGET AND OTHER FINANCIAL RESOURCES). ILLUSTRATIONS, EXHIBITS, OR OTHER WRITTEN EXPLANATORY INFORMATION TO OTHERWISE COMPLETE THE GRANT APPLICATION MAY ALSO BE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR RELIGIOUS, CHARITABLE, OR SCIENTIFIC PURPOSES RELATED TO PUBLIC SAFETY, LITERARY CONCERNS, CHILDREN, AND/OR ANIMALS. | 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 |
|---|---|---|---|---|---|---|---|
| BIG HORN EDUCATION FUND | |||||||
| PO BOX 615 | BIG HORN | WY | 82833 | N/A | EXEMPT | SCHOLARSHIPS | $3,900 |
| CENTER FOR VITAL COMMUNITY | |||||||
| 245 BROADWAY | SHERIDAN | WY | 82801 | N/A | EXEMPT | CIVIC PROJECT, CAMPFIRE, UNRESTRICT | $15,000 |
| DAMIEN HOUSE INC | |||||||
| 4407 NORTH ELSTON | CHICAGO | IL | 60630 | N/A | EXEMPT | UNRESTRICTED | $17,500 |
| EXTREMITY NERVE RESEARCH FOUNDATION | |||||||
| 201 STILLWATER SUITE 8 | WIMBERLY | TX | 78676 | N/A | EXEMPT | DURA RESEARCH PROJECT | $10,000 |
| GATCHELL MEMORIAL MUSEUM | |||||||
| PO BOX 596 | BUFFALO | WY | 82834 | N/A | EXEMPT | CARNEGIE BUILDING REPAIRS | $10,000 |
| NICKERSON FAMILY ASSOCIATION | |||||||
| PO BOX 296 | NORTH CHATHAM | MA | 026502296 | N/A | EXEMPT | BARN PROJECT | $10,000 |
| PROJECT SCHOOLHOUSE | |||||||
| PO BOX 609 | AUSTIN | TX | 78767 | N/A | EXEMPT | AFTER-SCHOOL PROGRAMS | $10,000 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | N/A | EXEMPT | HISTORY PROGRAMS | $10,000 |
| SHERIDAN PUBLIC ARTS COMMITTEE | |||||||
| PO BOX 848 | SHERIDAN | WY | 82801 | N/A | EXEMPT | PUBLIC ARTS COLLECTION | $2,000 |
| STUDENT DIPLOMACY CORPS | |||||||
| 424 WEST 54TH STREET | NEW YORK | NY | 10019 | N/A | EXEMPT | UNRESTRICTED | $10,000 |
| PINE BLUFF POSITIVE YOUTH DEVELOP | |||||||
| 44 DUCLAIR COURT | LITTLE ROCK | AR | 72223 | N/A | EXEMPT | SOAR PROGRAM | $75,000 |
| SCIENCE KIDS | |||||||
| PO BOX 4045 | SHERIDAN | WY | 82801 | N/A | EXEMPT | UNRESTRICTED | $5,000 |
| SHERIDAN COUNTY CHAMBER OF COMMERCE | |||||||
| PO BOX 707 | SHERIDAN | WY | 82801 | N/A | EXEMPT | GODSPEED PODCAST | $3,900 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1200 EAST IVINSON STREET | LARAMIE | WY | 82070 | N/A | EXEMPT | WYOMING MIGRATION INITIATIVE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,173 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANNE SCOTT NICKERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,300 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (102 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $16,350 | $16,350 |
| ABBVIE INC | $8,868 | $8,868 |
| ADOBE INC | $11,119 | $11,119 |
| ADRIATIC METALS PLC | $52,092 | $52,092 |
| AFRICA OIL CORP | $95,000 | $95,000 |
| AGNICO EAGLE MINES LTD | $122,778 | $122,778 |
| AIR PRODUCTS & CHEMICALS | $17,336 | $17,336 |
| ALPHABET INC | $52,188 | $52,188 |
| ALTIUS MINERALS CORP | $115,890 | $115,890 |
| ALTIUS MINERALS CORPORATION | $38,315 | $38,315 |
| AMAZON.COM INC | $52,932 | $52,932 |
| APPLE INC | $38,450 | $38,450 |
| ASML HOLDINGS NV | $9,603 | $9,603 |
| ATALAYA MINING PLC | $6,951 | $6,951 |
| ATALAYA MINING PLC | $46,832 | $46,832 |
| AUTO DATA PROCESSING | $3,674 | $3,674 |
| BERRY COPORATION | ||
| BERRY CORPORATION | ||
| BLACKROCK INC | $15,441 | $15,441 |
| BROADRIDGE FINL SOLU | $8,031 | $8,031 |
| CANADIAN PACIFIC RAILWAY | $5,952 | $5,952 |
| CENTAURUS METALS LIMITED | $59,693 | $59,693 |
| CES ENERGY SOLUTIONS CORP | $100,296 | $100,296 |
| CHEVRON CORP | $24,345 | $24,345 |
| COMCAST CORP | $9,807 | $9,807 |
| CORONADO GLOBAL RESOURCES | ||
| CORONADO GLOBAL RESOURCES | ||
| EMX RTY CORP | ||
| ENDEAVOUR MINING CORPORATION | $89,140 | $89,140 |
| ENTREE RES LTD | ||
| EOG RESOURCES INC | $6,228 | $6,228 |
| ERO COPPER CORP | $118,790 | $118,790 |
| ESTEE LAUDER CO INC | $4,934 | $4,934 |
| EXXON MOBIL CORP | $20,521 | $20,521 |
| FARADAY COPPER CORP | $29,581 | $29,581 |
| FRANCO-NEVADA CORP | $73,537 | $73,537 |
| FRANCO-NEVADA CORP | $27,360 | $27,360 |
| FREEPORT-MCMORAN INC | $158,190 | $158,190 |
| G MINING VENTURES CORP | $63,694 | $63,694 |
| GOGOLD RESOURCES INC | $73,450 | $73,450 |
| HALLIBURTON COMPANY | $29,360 | $29,360 |
| HESS CORP | $21,574 | $21,574 |
| INTEGRA RES CORP | ||
| INTERCONTINENTAL EXC | $14,060 | $14,060 |
| INTUIT INC | $17,293 | $17,293 |
| INTUITIVE SURGICAL | $24,127 | $24,127 |
| JPMORGAN CHASE & CO | $16,210 | $16,210 |
| K92 MNG INC | $55,900 | $55,900 |
| LARA EXPLORATION LTD | ||
| MAG SILVER CORP | ||
| MARRIOTT INTL INC | $17,338 | $17,338 |
| MASTERCARD INC | $15,647 | $15,647 |
| MCDONALDS CORP | $15,533 | $15,533 |
| META PLATFORMS INC | ||
| MICROSOFT CORP | $78,875 | $78,875 |
| MUNDORO CAPITAL INC | $6,784 | $6,784 |
| NESTLE SA | $11,693 | $11,693 |
| NEWMONT MINING CORP | $83,880 | $83,880 |
| NIKE INC | $5,228 | $5,228 |
| NOVO-NORDISK | $33,820 | $33,820 |
| NTHN STAR RES LTD | ||
| OCCIDENTAL PETE CORP | $19,938 | $19,938 |
| OTIS WORLDWIDE CORP | $4,464 | $4,464 |
| OZ MINERALS LTD | ||
| OZ MINERALS LTD | ||
| PAN GLOBAL RESOURCES INC | $11,189 | $11,189 |
| PEPSICO INC | $12,968 | $12,968 |
| PERSEUS MINING LTD | $96,200 | $96,200 |
| PHILIP MORRIS INTL | $14,193 | $14,193 |
| PROGRESSIVE CO OHIO | $11,615 | $11,615 |
| RAYTHEON TECHNOLOGIES CO | ||
| RIO TINTO PLC | $56,080 | $56,080 |
| RTX CORP | $8,625 | $8,625 |
| S&P GLOBAL INC | $19,238 | $19,238 |
| SANDSTORM GOLD LTD COM | ||
| SCHLUMBERGER LTD | $26,983 | $26,983 |
| SHERWIN WILLIAMS CO | $9,114 | $9,114 |
| SIGMA LITHIUM CORP | $76,450 | $76,450 |
| SILVERCREST METALS INC | $89,200 | $89,200 |
| SITIO ROYALTIES CORP | $62,207 | $62,207 |
| SOLARIS RES INC | $65,600 | $65,600 |
| SOVEREIGN METALS LIMITED | $52,920 | $52,920 |
| SPROTT INC | $50,131 | $50,131 |
| 1827 SPROTT PHYSICAL URANIUM TR | $37,636 | $37,636 |
| TAMARACK VALLEY ENERGY LTD | $71,773 | $71,773 |
| TEXAS INSTRUMENTS | $19,501 | $19,501 |
| THE COCA-COLA CO | $15,103 | $15,103 |
| TRILOGY METALS INC NEW | $10,498 | $10,498 |
| TRIPLE FLAG PRECIOUS METALS | $38,501 | $38,501 |
| TURACO GOLD LTD | $34,527 | $34,527 |
| UNION PACIFIC CORP | $20,954 | $20,954 |
| UNITEDHEALTH GRP INC | $27,245 | $27,245 |
| VALEURA ENERGY INC | $35,731 | $35,731 |
| VANECK VECTORS ETF TR GOLD MINERS | ||
| VERISK ANALYTICS INC | $8,847 | $8,847 |
| VISA INC | $23,159 | $23,159 |
| VIZSLA SILVER CORP | $88,358 | $88,358 |
| WHITECAP RESOURCES INC | $74,437 | $74,437 |
| WHITECAP RESOURCES INC | $30,990 | $30,990 |
| WTS OCCIDENTAL PETROLEUM | ||
| ZOETIS INC | $6,782 | $6,782 |
| SITIO ROYALTIES CORP | $30,459 | $30,459 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $238,732 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $238,732 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 14500 SPROTT PHYSICAL SILVER TR | FMV | $148,045 | $148,045 |
| 28000 SPROTT PHYSICAL GOLD TRUST | FMV | $506,520 | $506,520 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $47,482 | $47,482 |
| SAFE DEPOSIT BOX | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $637,614 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,623 | $3,623 |
| EXCISE TAXES | $1,235 |