MCMURRY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCMURRY FOUNDATION (EIN 83-0323982)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349109604
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:27:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830323982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McMurry Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MCMU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tayla Trujillo | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Tayla | PersonFirstNm |
| Person Last | Trujillo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,515,528 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,244 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $375,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,091,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,396,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,091,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92,540 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,567,264 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,567,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $128,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $82,739 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $82,739 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,698 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,698 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,107 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $479 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $479 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,539 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,539 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,739 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,565 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $442,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $328,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,251,823 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,248,154 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,694,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,576,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,127,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,470,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,187,440 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,691 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,994 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $7,723,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,402,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,034,814 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,592,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,849,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,324,663 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,438,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,149,651 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,636,770 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $789,590 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,590 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $765,000 | LandBOYAmt |
| Land EOY | $765,000 | LandEOYAmt |
| Land EOYFMV | $98,090 | LandEOYFMVAmt |
| Other Assets BOY | $4,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,715,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,587,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,515,528 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $961 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $961 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $961 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $961 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,713,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,586,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,713,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,586,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,714,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,587,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,713,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,127,240 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,586,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,586,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $4,396,815 | $4,029,658 | $367,157 | $367,157 |
| Passthrough K1 Capital Gain/(Loss) | $217,051 | |||
| DIST IN EXCESS OF BASIS-GLOBAL LONG SHORT | $8,657 | |||
| DIST IN EXCESS OF BASIS - KKR PRINCIPAL OPP | $498,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,091,100 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,438 | SubtotalAmt |
| Tax Based On Investment Income | $20,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,694 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,094 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $158 | EsPenaltyAmt |
| Tax Due | $4,502 | 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 | www.mcmurryfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Trudi Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec*, Treas | 40.0 | $103,000 | $21,016 | $0 |
| Tyler Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 5.0 | $0 | $0 | $0 |
| Alaceia McMurry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan McMurry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Scott Neu | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas*, CO- Pres | 10.0 | $25,000 | $0 | $0 |
| Tayla Trujillo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEANN PORTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 LANDMARK DRIVE | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASSISTANT DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $82,739 | CompensationAmt |
| Employee Benefits | $9,947 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,390,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,008,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,636,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,035,690 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,035,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $390,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,645,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,282,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,282,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,438 | TotalTaxAmt |
| Distributable Before Adj | $1,261,820 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,261,820 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,261,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,576,174 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,668 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,579,842 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,261,820 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $7,270,191 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,621,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,056,662 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,792,539 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,253,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,994,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,579,842 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,261,820 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,318,022 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,312,671 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,270,191 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,042,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,621,355 | ExcessFromYear4Amt |
| Excess From Year3 | $3,056,662 | ExcessFromYear3Amt |
| Excess From Year2 | $1,792,539 | ExcessFromYear2Amt |
| Excess From Year1 | $2,253,902 | ExcessFromYear1Amt |
| Excess From Current Year | $2,318,022 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Susan McMurry | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | grant apps to trudi holthouse | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 landmark dr | AddressLine1Txt |
| City | casper | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072619953 | RecipientPhoneNum |
| Form And Info And Materials | https://fsrequests.com/mcmurryfoundation | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | https://fsrequests.com/mcmurryfoundation | SubmissionDeadlinesTxt |
| Restrictions On Awards | the foundation primarily supports nartona county non-profits | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 12-24 CLUB INC | |||||||
| 500 S WOLCOTT ST STE 200 | CASPER | WY | 82601 | N/A | PC | 12-24 Club Operational Fund | $40,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | operating support for Mission Unstoppable | $50,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Career Works Program | $60,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| CASPER BOXING CLUB | |||||||
| 910 BARBARA ST | CASPER | WY | 82601 | N/A | PC | operating support fund | $50,000 |
| CASPER CHILDRENS CHORALE INCORPORATED | |||||||
| PO BOX 1622 | CASPER | WY | 82602 | N/A | PC | General & Unrestricted (SEE GENERAL EXPLANATION) | $2,379 |
| CASPER CHILDRENS CHORALE INCORPORATED | |||||||
| PO BOX 1622 | CASPER | WY | 82602 | N/A | PC | Casper Children's Chorale - Spring Tour | $10,000 |
| CASPER CIVIC CHORALE INC | |||||||
| PO BOX 50953 | CASPER | WY | 82605 | N/A | PC | Charitable Event | $500 |
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DR | CASPER | WY | 82601 | N/A | PC | 2022 Quantum Science Summer School at Casper | $10,000 |
| CASPER FAMILY YMCA | |||||||
| 1611 CASPER MOUNTAIN RD | CASPER | WY | 82601 | N/A | PC | operating support for Financial Assistance and Scholarship funds | $50,000 |
| CASPER ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 496 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $3,000 |
| CASPER ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 496 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $3,000 |
| CASPER SWIM CLUB | |||||||
| PO BOX 50093 | CASPER | WY | 82605 | N/A | PC | to purchase Swim Club Equipment | $1,000 |
| CENTRAL WYOMING CHAMBER FOUNDATION | |||||||
| 500 N CENTER ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $3,000 |
| CENTRAL WYOMING CHAPTER OF THE AMERICAN PETROLEUM | |||||||
| PO BOX 261 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $3,000 |
| CENTRAL WYOMING HOSPICE PROGRAM | |||||||
| 319 S WILSON ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| CENTRAL WYOMING SENIOR SERVICES INC | |||||||
| 1831 E 4TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $1,500 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $50,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted (SEE GENERAL EXPLANATION) | $1,289 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Hoola Hoops for Art A La Carte event | $1,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | CDC's Dynamic Movement Intervention fund | $25,000 |
| CHILDRENS ADVOCACY PROJECT INC | |||||||
| 350 N ASH ST | CASPER | WY | 82601 | N/A | PC | Operating support fund | $30,000 |
| CHILDRENS ADVOCACY PROJECT INC | |||||||
| 350 N ASH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $2,500 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Fireworks Festival Sponsorship fund | $10,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $3,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | College National Finals Rodeo Sponsorship fund | $5,000 |
| CLIMB | |||||||
| 1709 CAREY AVE | CHEYENNE | WY | 82001 | N/A | PC | Program support: Meeting Critical Needs of Low-income Single Mothers in Natrona County through Work Readiness Resources and Career Training | $10,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| 535 W YELLOWSTONE HWY STE 203 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| COURT-APPOINTED SPECIAL ADVOCATE OF NATRONA COUNTY | |||||||
| 535 W YELLOWSTONE HWY STE 203 | CASPER | WY | 82601 | N/A | PC | Every Child Endowment Campaign | $50,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | General & Unrestricted | $10,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | Charitable Event | $5,000 |
| EASTSIDE UNITED WRESTLING | |||||||
| PO BOX 50414 | CASPER | WY | 82605 | N/A | PC | Eastside United Wrestling Club operating support fund | $1,000 |
| HOPE FOR HAITI CHILDRENS CENTER INCORPORATED | |||||||
| PO BOX 23270 | NASHVILLE | TN | 37202 | N/A | PC | General & Unrestricted | $5,000 |
| I-REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | Charitable Event | $5,000 |
| INTERFAITH OF NATRONA COUNTY INC | |||||||
| 140 E K ST 100 | CASPER | WY | 82601 | N/A | PC | Emergency Services Program | $10,000 |
| JASONS FRIENDS FOUNDATION INC | |||||||
| 340 W B ST STE 101 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $25,000 |
| JOSHUAS STOREHOUSE & DISTRIBUTION CENTER | |||||||
| 334 S WOLCOTT ST | CASPER | WY | 82601 | N/A | PC | General operating support fund | $10,000 |
| JRS HUNT FOR LIFE | |||||||
| 2911 GARDEN CREEK RD | CASPER | WY | 82601 | N/A | PC | Charitable Event | $2,000 |
| KELLY WALSH HIGH SCHOOL | |||||||
| 3500 EAST 12TH ST | CASPER | WY | 82609 | N/A | GOV | Charitable Event | $2,000 |
| KIWANIS CLUB OF CASPER FOUNDATION | |||||||
| PO BOX 272 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $2,500 |
| LIFT WYOMING | |||||||
| 6405 BOOT HILL RD | CASPER | WY | 82604 | N/A | PC | Charitable Event | $5,000 |
| LIONS OF WYOMING FOUNDATION INC | |||||||
| PO BOX 436 | CASPER | WY | 82602 | N/A | PC | Allen H Stewart Lions Camp Children's Camps | $10,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | operational support fund | $5,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Charitable Event | $500 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | 2022 Dancing with the Stars of Casper | $25,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Charitable Event | $1,000 |
| MIMIS HOUSE | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | N/A | PC | Boy's and Girl's Program | $30,000 |
| MIMIS HOUSE | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $5,000 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | operating support fund | $10,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| NATRONA COUNTY ROADS BRIDGES & PARKS | |||||||
| POST OFC DRAWER 848 | MILLS | WY | 82644 | N/A | GOV | Charitable Event | $30,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Roosevelt High School Mental Health Programs | $25,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Natrona County High School Last Blast Class of 2022 | $500 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $500 |
| NEVERFORGOTEN77 SUICIDE SURVIVORS LOSS GROUP | |||||||
| 1725 S JACKSON ST | CASPER | WY | 82601 | N/A | PC | Operating support fund | $5,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| NATRONA COUNTY SCHOOL DISTRICT NO 1 | |||||||
| 970 N GLENN ROAD | CASPER | WY | 82601 | N/A | GOV | General Purpose fund | $2,292 |
| OLIVIA CALDWELL FOUNDATION INC | |||||||
| 400 E 1ST ST STE 203 | CASPER | WY | 82601 | N/A | PC | Annual Fund | $2,000 |
| OUR CAMP INC | |||||||
| PO BOX 51353 | CASPER | WY | 82605 | N/A | PC | Summer Camp Sponsorship fund | $2,000 |
| PROUD TO HOST THE BEST INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | Proud to Host the Best 2022-2026 WHSAA MOU | $25,000 |
| RAISING READERS IN WYOMING | |||||||
| PO BOX 21856 | CHEYENNE | WY | 82003 | N/A | PC | Natrona County Book Funds | $5,000 |
| ROAD RUNNERS CLUB OF AMERICA | |||||||
| PO BOX 52161 | CASPER | WY | 82605 | N/A | PC | Marine LCpl Rilee McCollum Scholarship Fund | $10,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL | |||||||
| 1145 WEST 20TH ST | CASPER | WY | 82604 | N/A | PC | Charitable Event | $10,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL | |||||||
| 1145 WEST 20TH ST | CASPER | WY | 82604 | N/A | PC | St. Anthony Tri-Parish Catholic School & Foundation 2023 Partners In Education fund | $10,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 W 20TH ST | CASPER | WY | 82604 | N/A | PC | St. Anthony Tri-Parish Catholic School & Foundation 2023 Partners In Education Fund | $10,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL FOUNDATION | |||||||
| 1145 W 20TH ST | CASPER | WY | 82604 | N/A | PC | Charitable Event | $5,000 |
| SCOTTSBLUFF COMMUNITY SCHOOLS FOUNDATION INC | |||||||
| 1722 1ST AVE | SCOTTSBLUFF | NE | 69361 | N/A | PC | funds for building a playground | $5,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 WEST 1ST ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 WEST 1ST ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $3,400 |
| Summit Elementary School | |||||||
| 2210 WATERFORD ST | Casper | WY | 82609 | N/A | GOV | Summit L.A.M.P. Banner Drive fund | $1,000 |
| THE CARING CENTER INC | |||||||
| PO BOX 2346 | CASPER | WY | 82602 | N/A | PC | True Care Women's Resource Center's Baby and Me Program | $10,000 |
| TROOPERS DRUM AND BUGLE CORPS INC | |||||||
| 1801 E E ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $6,000 |
| TWO FLY FOUNDATION INC | |||||||
| PO BOX 50338 | CASPER | WY | 82605 | N/A | PC | Charitable Event | $15,000 |
| UNITED WAY OF NATRONA COUNTY INC | |||||||
| PO BOX 2046 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $3,000 |
| UNIVERSITY OF WYOMING - NATRONA COUNTY 4-H COUNCIL | |||||||
| 2011 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | PC | 8th Annual Flannel & Frost event | $1,000 |
| UNIVERSITY OF WYOMING - NATRONA COUNTY 4-H COUNCIL | |||||||
| 2011 FAIRGROUNDS RD | CASPER | WY | 82604 | N/A | PC | 2022 Central Wyoming Junior Livestock fund | $142,963 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | Charitable Event | $20,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | Western Thunder Marching Band fund | $20,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | Veterans Services Center | $20,000 |
| WOMENS SELF-HELP CENTER INC | |||||||
| PO BOX 126 | EVANSVILLE | WY | 82636 | N/A | PC | Charitable Event | $1,500 |
| WYO COMPLEX | |||||||
| PO BOX 3003 | CASPER | WY | 82602 | N/A | PC | General operating support for the Wyo Sports Ranch | $2,000,000 |
| WYOMING BREAST CANCER INITIATIVE FOUNDATION | |||||||
| PO BOX 2541 | CHEYENNE | WY | 82003 | N/A | PC | Charitable Event | $10,000 |
| WYOMING CARES | |||||||
| PO BOX 2575 | CASPER | WY | 82602 | N/A | PC | Client Support Program | $25,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | N/A | PC | Sue Jorgensen Library Foundation "WYOMING READS' PROGRAM | $10,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| PO BOX 942 | CASPER | WY | 82602 | N/A | PC | operating support fund | $25,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Charitable Event | $2,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Executive Director Salary fund | $53,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Charitable Event | $2,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 441 LANDMARK DR STE 330 | CASPER | WY | 82609 | N/A | PC | Charitable Event | $2,500 |
| WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | general operating support fund FOR THE MAY MATCH CAMPAIGN | $30,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 SOUTH DAVID ST SUITE 1B | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| YOUTH CRISIS CENTER INC | |||||||
| 1656 E 12TH ST | CASPER | WY | 82601 | N/A | PC | Emergency Crisis Shelter Program | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,251,823 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,244 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $375,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$11 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,091,100 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$35 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$46 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,567,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,567,264 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Trudi Holthouse |
| *REMOVED FROM POSITION IN 2022 |
| Scott Neu |
| * REMOVED FROM POSITION IN 2022 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|
| ELKHORN CREEK | $765,000 | L | ||
| FURNITURE & FIXTUR | $24,590 | SL | $24,590 | 7 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $3,251,823 Less amount counted as a qualifying distribution on Part XI, Line 2: $3,668 TOTAL Part I, Line 25, Column (d): $3,248,154 |
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF DONATED ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,668 TOTAL BOOK VALUE OF PROPERTY: $3,668 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $3,668 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Seasonal Decorations UNITS: 4 DATE OF DISTRIBUTION: 1/20/2022 GRANT RECIPIENT: CHILD DEVELOPMENT CENTER OF NATRONA COUNTY FMV OF PROPERTY: $1,289 BOOK VALUE OF PROPERTY: $1,289 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,289 DESCRIPTION OF PROPERTY: Grocery/Food Items UNITS: 51 DATE OF DISTRIBUTION: 4/03/2022 GRANT RECIPIENT: CASPER CHILDRENS CHORALE INCORPORATED FMV OF PROPERTY: $2,379 BOOK VALUE OF PROPERTY: $2,379 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $2,379 |
| part I line 6A (990-PF) | PART I LINE 6A (990-PF) | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,091,100 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(11) TOTAL PART I, LINE 6A: $1,091,089 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $4,396,815 BOOK BASIS: $4,029,658 NET GAIN/(LOSS): $367,157 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $217,051 SALES OF OTHER ITEMIZED ASSETS NET GAIN/(LOSS): $506,892 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (115 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE CALL MAKE WHOL | $71,852 | $61,422 |
| AIR LEASE CORP - 3.875% - 07/0 | $26,808 | $24,774 |
| AIR LEASE CORP SER A MTN - 2.8 | $47,202 | $41,675 |
| ALPHABET - 0.800% - 08/15/2027 | $39,864 | $34,344 |
| ALTRIA GROUP - 4.000% - 01/31/ | $58,489 | $54,461 |
| ALTRIA GROUP INC - 4.400% - 02 | $21,941 | $18,617 |
| AMERICAN TOWER CORP - 0.000% - | $53,899 | $45,390 |
| APPLE INC - 3.000% - 02/09/202 | $49,978 | $48,821 |
| ARCH CAPITAL FINANCELLC NOTE - | $39,601 | $33,420 |
| ASTRAZENECA PLC NOTE CALL MAKE | $109,554 | $96,814 |
| AT&T INC NOTE CALL - 1.700% - | $83,094 | $81,257 |
| BANK AMER CORP - 4.450% - 03/0 | $28,875 | $24,517 |
| BANK NOVA SCOTIA B C NOTE - 4. | $90,222 | $87,305 |
| BANK OF AMERICA CORP - 2.015% | $32,105 | $31,538 |
| BANK OF AMERICA CORP NOTE - 3. | $75,000 | $71,678 |
| BANK OF MONTREAL MTN - 3.300% | $99,794 | $98,155 |
| BAT CAP CORP - 3.222% - 08/15/ | $69,600 | $72,217 |
| BERRY GLOBAL INC - 1.570% - 01 | $40,840 | $38,346 |
| BOEING CO - 4.875% - 05/01/202 | $44,785 | $39,632 |
| BOEING CO NOTE CALL MAKE WHOLE | $15,000 | $14,937 |
| BROADCOM INC - 3.500% - 01/15/ | $51,522 | $49,287 |
| BURLINGTON NORTH SF - 3.750% - | $76,354 | $73,820 |
| CANADIAN IMPERIAL BANK - 1.250 | $130,466 | $128,321 |
| CAPITAL ONE - 4.200% - 10/29/2 | $88,126 | $81,369 |
| CARDINAL HEALTH INC - 3.410% - | $49,595 | $42,131 |
| CIGNA CORP NEW SER C NOTE - 3. | $76,420 | $65,764 |
| CITIGROUP INC - 4.125% - 07/25 | $82,503 | $69,947 |
| CONNECTICUT LT &PWR CO SER 202 | $44,982 | $40,297 |
| CONSTELLATION BRANDSINC NOTE - | $49,484 | $42,206 |
| CROWN CASTLE INTL CORP - 4.000 | $55,619 | $47,748 |
| CSX CORP - 3.800% - 03/01/2028 | $31,995 | $27,714 |
| CVS CAREMARK CORP NOTE - 4.300 | $37,486 | $35,788 |
| DELL INTERNATIONAL - 5.850% - | $64,264 | $55,628 |
| DIGITAL RLTY TR LP - 4.450% - | $80,291 | $66,316 |
| DISCOVER FINL SVCS NOTE - 4.50 | $99,840 | $96,534 |
| DOLLAR GEN CORP NOTE - 4.125% | $72,665 | $66,777 |
| DOMINION ENERGY INC SER B NOTE | $79,938 | $68,666 |
| DR PEPPER SNAPPLE GROUP INC - | $50,006 | $49,062 |
| DUKE ENERGY - 0.900% - 09/15/2 | $94,953 | $84,883 |
| DUKE ENERGY CORP - 3.150% - 08 | $32,477 | $28,650 |
| ENERGY TRANSFER PARTNERS - 4.7 | $45,256 | $39,001 |
| ENTERGY CORP - 1.900% - 06/15/ | $43,436 | $42,339 |
| EQUITABLE HLDGS INC SER B NOTE | $66,063 | $55,356 |
| FIDELITY NATL INFORMATION SVCS | $30,490 | $28,147 |
| FIFTH THIRD BANCORP - 3.650% - | $149,720 | $147,731 |
| FISERV INC - 2.250% - 06/01/20 | $46,723 | $40,202 |
| FISERV INC - 3.200% - 07/01/20 | $32,611 | $28,109 |
| FOX CORP SER B - 4.709% - 01/2 | $75,231 | $66,673 |
| GATX CORP NOTE - 4.700% - 04/0 | $70,225 | $69,515 |
| GEN DYNAMICS CP - 3.375% - 05/ | $50,315 | $49,722 |
| GENERAL DYNAMICS - 3.500% - 04 | $44,618 | $43,030 |
| GENERAL MLS INC - 4.000% - 04/ | $73,060 | $63,526 |
| GENERAL MTRS FINL COINC NOTE - | $56,529 | $47,555 |
| GILEAD SCIENCES, INC - 2.500% | $48,134 | $49,172 |
| GLOBAL PAYMENTS INC NOTE - 2.6 | $74,981 | $70,613 |
| HEWLETT PACKARD - 4.900% - 10/ | $69,946 | $59,480 |
| INGERSOL RAND LUXEMBOURG - 3.8 | $32,182 | $31,346 |
| JPMORGAN - 3.960% - 01/29/2027 | $43,711 | $39,125 |
| JPMORGAN CHASE & CO - 2.005% - | $37,713 | $37,049 |
| JPMORGAN CHASE &CO - 1.045% - | $54,361 | $51,084 |
| KEYCORP - 2.550% - 10/01/2029 | $95,397 | $93,624 |
| KEYSIGHT - 4.600% - 04/06/2027 | $34,647 | $29,310 |
| KIMCO REALTY CORP NOTE CALL MA | $69,688 | $58,696 |
| KINDER MORGAN INC - 3.450% - 0 | $44,450 | $43,905 |
| KINDER MORGAN INC - 4.300% - 0 | $31,921 | $28,738 |
| L3HARRIS TECHNOLOGIES INC - 3. | $72,343 | $63,169 |
| LABORATORY CORP AMERHLDGS - 3. | $101,796 | $96,948 |
| MITSUBISHI - 3.741% - 03/07/20 | $28,938 | $27,646 |
| MITSUBISHI UFJ - 4.050% | $36,228 | $35,534 |
| MITSUBISHI UFJ FINANCIAL GROUP | $32,261 | $31,402 |
| MORGAN STANLEY - 3.950% - 04/2 | $33,717 | $28,379 |
| MORGAN STANLEY SER I - 2.188% | $85,000 | $79,047 |
| MPLX LP - 4.125% - 03/01/2027 | $39,059 | $33,082 |
| MPLX LP 4.0% 03/15/2028 - 4.00 | $41,493 | $36,336 |
| NATIONAL RURAL UTIL COOP - 2.9 | $49,903 | $48,872 |
| NEXTERA ENERGY - 1.900% - 06/1 | $33,797 | $29,115 |
| NORFOLK SOUTHERN CORP - 3.850% | $53,359 | $49,511 |
| NORTHROP GRUMMAN CORP - 2.930% | $95,804 | $95,973 |
| NXP B V / NXP FDG LLC / NXP US | $82,846 | $79,093 |
| ORACLE CORP - 2.950% - 05/15/2 | $30,763 | $28,485 |
| PERKINELMER INC NOTE - 1.900% | $82,445 | $81,342 |
| PHILIP MORRIS INTL -0.875% | $19,926 | $17,602 |
| PHILIP MORRIS INTL INC NOTE - | $64,176 | $63,083 |
| PROCTER & GAMBLE - 2.800% - 03 | $39,899 | $37,493 |
| QUEST DIAGNOSTICS INC NOTE - 4 | $32,449 | $32,551 |
| REALTY INCOME CORP - 4.875% - | $64,054 | $54,764 |
| REALTY INCOME CORP NOTE - 3.25 | $40,822 | $40,183 |
| ROYAL BANK OF CANADA - 4.650% | $113,184 | $104,694 |
| ROYALTY PHARMA PLC NOTE - 1.75 | $35,095 | $30,523 |
| RYDER SYS RYDER SYS MTN BE CAL | $74,798 | $74,785 |
| SABINE PASS LIQUEFACTION LLC - | $32,522 | $31,366 |
| SCHWAB CHARLES CORP NOTE CALL | $94,884 | $84,345 |
| SHIRE ACQUISITIONS - 3.200% - | $82,278 | $70,448 |
| SKYWORKS SOLUTIONS, INC - 1.80 | $45,335 | $44,027 |
| SOUTHERN CO - 3.250% - 07/01/2 | $43,480 | $37,612 |
| SPECTRA ENERGY PARTNER - 3.500 | $73,130 | $72,099 |
| STARBUCKS CORP - 3.100% - 03/0 | $74,976 | $74,780 |
| SUMITOMO MITSUI FINANCIAL - 3. | $60,847 | $50,788 |
| SUMITOMO MITSUI FINANCIAL GROU | $33,908 | $28,088 |
| SYNCHRONY FINANCIAL - 4.500% - | $50,679 | $43,135 |
| T MOBILE USA - 3.750% - 04/15/ | $55,652 | $47,159 |
| TELEDYNE TECHNOLOGIES INC - 2. | $31,236 | $26,797 |
| TOTAL CAPITAL - 2.700% - 01/25 | $121,795 | $124,847 |
| TOYOTA MOTOR CORP - 0.681% - 0 | $40,000 | $37,970 |
| TRANSCANADA PIPELINE - 4.250% | $31,394 | $26,561 |
| TRUIST FINL CORP SER H NOTE - | $69,172 | $65,656 |
| U.S. BANCORP - 1.450% - 05/12/ | $94,891 | $88,147 |
| UNITEDHEALTH GROUP INC - 3.875 | $97,666 | $85,047 |
| VERIZON - 0.750% - 03/22/2024 | $39,998 | $37,947 |
| VERIZON - 3.000% - 03/22/2027 | $48,389 | $41,859 |
| VOYA FINL INC NOTE - 3.650% - | $150,247 | $141,437 |
| WELLS FARGO &CO - 3.196% - 06/ | $63,443 | $55,636 |
| WELLS FARGO &CO SER Q MTN - 2. | $35,334 | $34,480 |
| WELLS FARGO CO - 4.100% - 06/0 | $28,781 | $24,226 |
| XILINX INC NOTE - 2.950% - 06/ | $95,959 | $97,318 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $45,320 | $40,827 |
| ADOBE SYSTEMS, INC | $41,707 | $40,384 |
| ALPHABET INC CL A | $57,473 | $74,113 |
| AMAZON COM | $83,475 | $53,592 |
| AON PLC CL A | $15,697 | $24,611 |
| ASML HOLDING NV NY REG SHS | $25,814 | $27,866 |
| ASTRAZENECA | $35,524 | $40,273 |
| AUTODESK, INC | $24,120 | $20,929 |
| BOSTON SCIENTIFIC | $40,223 | $46,131 |
| BURLINGTON STORES, INC | $25,031 | $29,603 |
| CHARLES SCHWAB CORP | $56,882 | $60,197 |
| ENTEGRIS INC | $12,127 | $9,379 |
| EPAM SYSTEMS INC | $48,340 | $42,934 |
| FLEETCOR TECHNOLGIES INC | $25,036 | $18,735 |
| GOLDMAN SACHS SMALL CAP EQUITY | $607,108 | $542,583 |
| INTUIT | $36,646 | $40,090 |
| JOHCM INTERNATIONAL SELECT FUN | $862,016 | $723,459 |
| KEURIG DR PEPPER INC | $12,903 | $12,802 |
| LINDE PLC COM | $25,355 | $26,094 |
| MASTERCARD INC | $27,066 | $29,905 |
| MICROSOFT CORP | $81,598 | $109,358 |
| MONSTER BEVERAGE CORP | $24,067 | $30,357 |
| NEUROCRINE BIOSCIENCES, INC | $31,615 | $38,221 |
| NVIDIA CORP | $18,544 | $18,560 |
| O'REILLY AUTOMOTIVE INC | $21,482 | $26,165 |
| PAYPAL HOLDINGS, INC | $54,684 | $32,120 |
| SOLAREDGE TECHNOLOGIES INC | $23,971 | $24,928 |
| SPDR S&P 500 ETF TRUST | $3,483,275 | $4,322,989 |
| UNITEDHEALTH GROUP INC | $25,998 | $40,294 |
| VANGUARD FTSE EMERGING MARKETS | $493,759 | $445,347 |
| VISA INC | $35,756 | $41,968 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCESS VENTURE PARTNERS FUND I | $0 | $4,643 |
| ACCESS VENTURE PARTNERS III LP | $442,861 | $2,453,090 |
| ACCESS VENTURE PARTNERS IV LP | $816,351 | $1,231,091 |
| ARES SPECIAL OPPORTUNITIES ACC | $733,447 | $1,185,964 |
| BROAD ST RE CREDIT PTNRS II OF | $30,000 | $69,743 |
| CUSTODIA BANK, INC | $249,998 | $249,998 |
| GLOBAL LONG SHORT PARTNERS OFF | $0 | $4,497 |
| MNB ENERGY | $879,064 | $1,301,000 |
| GS CAPITAL PARTNERS VI PARALLE | $101,654 | $42,959 |
| KKR PRINCIPAL OPPORTUNITIES AC | $0 | $721,137 |
| LIBERTY HARBOR SPV II, LTD. | $89,152 | $0 |
| MATISSE ABSOLUTE RETURN FUND L | $1,596,418 | $233,994 |
| MCAR 2008 OFFSHORE FUND LIMITE | $16,477 | $5,574 |
| SILVER POINT DISTRESSED OPP AC | $447,028 | $829,372 |
| VINTAGE R E PTNS II INTL OFFSH | $227,308 | $355,041 |
| VINTAGE VII OFFSHORE SCSP | $340,002 | $945,322 |
| WHITEHALL PARALLEL GLOBAL RE L | $179,891 | $3,345 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| ELKHORN CREEK | $765,000 | $765,000 | $98,090 | |
| FURNITURE & FIXTUR | $24,590 | $24,590 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COWBOY/COWGIRL BOOT SCULPTURE | Desc |
| EOY Book Value | $4,500 | EOYBookValueAmt |
| EOYFMV | $4,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $48,355 | $48,355 | |
| Bank Charges | $16 | $16 | |
| Foundation Dues & Memberships | $2,220 | $2,220 | |
| Indemnification Insurance | $3,453 | $3,453 | |
| K-1 EXP ACCESS VENTURE PRTN II | $1,308 | $1,308 | |
| K-1 Exp ACCESS VENTURE PARTNER | $15,958 | $15,958 | |
| K-1 EXP ACCESS VENTURE PRTN IV | $19,365 | $19,365 | |
| K-1 Exp GS CAPITAL PARTNERS VI | $739 | $739 | |
| K-1 Exp MATISSE ABSOLUTE RETUR | $13,115 | $13,115 | |
| K-1 Exp WHITEHALL PARALLEL GLO | $1,239 | $1,238 | |
| ANNUAL CREDIT CARD FEES | $1,345 | $1,345 | |
| OFFICE EXPENSE | $3,001 | $3,001 | |
| Postage/Delivery Service | $641 | $641 | |
| PROPERTY INSURANCE | $1,941 | $1,941 | |
| ADVERTISING EXPENSE | $3,405 | $3,405 | |
| State or Local Filing Fees | $27 | $27 | |
| Website Hosting/Support | $177 | $177 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCESS VENTURE PARTNERS FUND II LP | $34,018 | $34,018 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS III LP | $490 | $490 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP | $637 | $637 |
| K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P | $252 | $253 |
| K-1 Inc/Loss MATISSE ABSOLUTE RETURN FUND LP | -$577 | -$577 |
| K-1 Inc/Loss WHITEHALL PARALLEL GLOBAL RE LP 2007 | $32 | $66 |
| Int Inc - Broad St RE Credit Ptns II | $57,653 | $57,653 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING | Desc |
| BOY Book Value | $961 | BOYBookValueAmt |
| EOY Book Value | $961 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $45,107 | Amt |
| Net Investment Income | $45,107 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $10,400 | |
| 990-PF Extension for 2021 | $7,300 | |
| Foreign Tax Paid | $114 | $114 |