MURIEL AND SEYMOUR THICKMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MURIEL AND SEYMOUR THICKMAN FAMILY CHARITABLE FOUNDATION (EIN 83-0290571)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202531279349103603
- Schema version
- 2024v5.1
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T15:01:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830290571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURIEL AND SEYMOUR THICKMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIC | BusinessNameControlTxt |
| Phone | 8887914075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30918 | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA UECKER | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 8887914075 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,132,884 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,406,951 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $159,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,709 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,875,058 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,466 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,736,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,591 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,443 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,148 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,563 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,469,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,169 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,221 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,170,942 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,447,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,946,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,201,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,634,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,132,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,201,938 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,634,116 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,201,938 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,634,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,201,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,634,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,201,938 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,469,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $108,882 | OtherIncreasesAmt |
| Subtotal | $5,780,402 | SubtotalAmt |
| Other Decreases | $146,286 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,634,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 409.056 NORTHERN MM GLBL LST INFRA | 2023-04-06 | 2024-02-27 | $4,741 | $4,974 | -$233 | -$233 | |
| 514.453 INVESCO DEVELOP MRKTS-R6 | 2024-03-20 | $20,244 | $24,327 | -$4,083 | -$4,083 | ||
| 696. ISHARES CORE MSCI EUROPE ETF | 2024-03-20 | $40,157 | $39,723 | $434 | $434 | ||
| 1226.043 INVESCO DEVELOP MRKTS-R6 | 2024-03-21 | $48,233 | $38,723 | $9,510 | $9,510 | ||
| 231. ISHARES CORE MSCI EUROPE ETF | 2021-05-05 | 2024-03-21 | $13,334 | $13,180 | $154 | $154 | |
| 3002.773 GLDMN SCHS INTL S/C INSG-INS | 2024-04-30 | $37,775 | $32,648 | $5,127 | $5,127 | ||
| 2950.716 GLDMN SCHS INTL S/C INSG-INS | 2024-05-07 | $38,212 | $29,951 | $8,261 | $8,261 | ||
| 3139.014 ARTISAN HIGH INCOME-INST | 2024-05-31 | $28,000 | $27,498 | $502 | $502 | ||
| 417.038 DFA EMERGING MARKETS SML CAP | 2024-05-31 | $9,913 | $9,367 | $546 | $546 | ||
| 2351.185 GLDMN SCHS E/M EQ INSG-INST | 2024-03-21 | 2024-05-31 | $20,432 | $20,244 | $188 | $188 | |
| 3587.97 GLDMN SCHS E/M EQ INSG-INST | 2024-05-31 | $31,179 | $27,879 | $3,300 | $3,300 | ||
| 103. ISHARES CORE S&P 500 ETF | 2021-11-12 | 2024-05-31 | $54,200 | $48,183 | $6,017 | $6,017 | |
| 1296. ISHARES PREFERRED & INCOME S | 2024-05-31 | $40,901 | $49,388 | -$8,487 | -$8,487 | ||
| 225.61 VANGUARD 500 INDEX-ADM | 2016-05-04 | 2024-05-31 | $110,109 | $42,742 | $67,367 | $67,367 | |
| 3894.328 DFA GLBL RL EST SECS | 2020-11-12 | 2024-06-05 | $38,749 | $41,007 | -$2,258 | -$2,258 | |
| 10237.641 DFA GLBL RL EST SECS | 2024-06-06 | $102,069 | $107,566 | -$5,497 | -$5,497 | ||
| 3638.806 DFA EMERGING MARKETS SML CAP | 2023-12-21 | 2024-07-01 | $87,659 | $81,182 | $6,477 | $6,477 | |
| 266.625 FIDELITY INTL INDX | 2024-03-22 | 2024-07-01 | $13,321 | $13,334 | -$13 | -$13 | |
| 2461.941 FIDELITY INTL INDX | 2024-07-01 | $122,999 | $115,426 | $7,573 | $7,573 | ||
| 11081.775 GLDMN SCHS INTL S/C INSG-INS | 2023-12-21 | 2024-07-01 | $141,625 | $133,203 | $8,422 | $8,422 | |
| 720. SPDR S&P 500 ETF TRUST | 2023-12-21 | 2024-07-01 | $392,162 | $339,052 | $53,110 | $53,110 | |
| 308. VANGUARD S/T CORP BOND ETF | 2023-12-21 | 2024-07-01 | $23,695 | $23,828 | -$133 | -$133 | |
| 38. INDUSTRIAL SELECT SECT SPDR | 2023-08-09 | 2024-07-22 | $4,766 | $4,153 | $613 | $613 | |
| 146. INDUSTRIAL SELECT SECT SPDR | 2024-07-22 | $18,312 | $16,295 | $2,017 | $2,017 | ||
| 93.697 NORTHERN MM GLBL LST INFRA | 2023-05-12 | 2024-07-30 | $1,166 | $1,145 | $21 | $21 | |
| 6513.477 ARTISAN HIGH INCOME-INST | 2024-08-12 | $58,426 | $58,201 | $225 | $225 | ||
| 1200. VANGUARD INTERMEDIATE-TERM T | 2024-05-31 | 2024-08-12 | $71,692 | $69,300 | $2,392 | $2,392 | |
| 2201. VANGUARD INTERMEDIATE-TERM T | 2024-08-12 | $131,495 | $130,764 | $731 | $731 | ||
| 650. VANGUARD INTERMEDIATE-TERM T | 2024-05-31 | 2024-08-20 | $38,981 | $37,538 | $1,443 | $1,443 | |
| 1016.574 DFA GLBL RL EST SECS | 2024-09-19 | $11,802 | $10,636 | $1,166 | $1,166 | ||
| 264. FINANCIAL SELECT SECTOR SPDR | 2024-09-19 | $12,046 | $8,992 | $3,054 | $3,054 | ||
| 41. INDUSTRIAL SELECT SECT SPDR | 2020-11-12 | 2024-09-19 | $5,493 | $3,451 | $2,042 | $2,042 | |
| 45. GOLDMAN SACHS GROUP INC | 2024-10-18 | $23,824 | $12,762 | $11,062 | $11,062 | ||
| 184. SCHWAB (CHARLES) CORP | 2024-07-01 | 2024-10-18 | $13,138 | $13,542 | -$404 | -$404 | |
| 140. SCHWAB (CHARLES) CORP | 2023-04-12 | 2024-10-18 | $9,996 | $7,273 | $2,723 | $2,723 | |
| 1. COMCAST CORP-CLASS A | 2024-08-20 | 2024-11-27 | $43 | $40 | $3 | $3 | |
| 325. COMCAST CORP-CLASS A | 2024-11-27 | $13,843 | $14,930 | -$1,087 | -$1,087 | ||
| 80. NIKE INC -CL B | 2024-07-01 | 2024-11-27 | $6,271 | $6,158 | $113 | $113 | |
| 215. NIKE INC -CL B | 2024-11-27 | $16,853 | $26,789 | -$9,936 | -$9,936 | ||
| 79. AMAZON.COM INC | 2020-11-12 | 2024-11-29 | $16,268 | $12,262 | $4,006 | $4,006 | |
| 79. AMAZON.COM INC | 2024-11-29 | $16,304 | $12,223 | $4,081 | $4,081 | ||
| 390. GLOBAL X US INFRASTRUCTURE | 2024-12-04 | $17,617 | $15,267 | $2,350 | $2,350 | ||
| 43. GLOBAL X US INFRASTRUCTURE | 2024-01-30 | 2024-12-04 | $1,942 | $1,493 | $449 | $449 | |
| 5671.55091 GMO RESOURCES FUND-I | 2024-12-19 | $104,470 | $127,526 | -$23,056 | -$23,056 | ||
| 658.82309 GMO RESOURCES FUND-I | 2024-05-31 | 2024-12-19 | $12,136 | $15,153 | -$3,017 | -$3,017 | |
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,419 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,466 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $933 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $933 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,170 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FIRST INTERSTATE FIN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076721498 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 MAIN STREET | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FIRST INTERSTATE BANK | ||||||
| PO BOX 2007 | SHERIDAN | WY | 82801 | TRUSTEE | 2 | $36,591 |
| MICHELLE SULLIVAN | ||||||
| PO BOX 2007 | SHERIDAN | WY | 82801 | TRUSTEE | 0 | $0 |
| STUART HEALY | ||||||
| PO BOX 2007 | SHERIDAN | WY | 82801 | TRUSTEE | 0 | $0 |
| BARBARA WALTER | ||||||
| PO BOX 2007 | SHERIDAN | WY | 82801 | ADVISORY BOARD MEMBER | 0 | $0 |
| RICHARD URBATCHKA | ||||||
| PO BOX 2007 | SHERIDAN | WY | 82801 | ADVISORY BOARD MEMBER | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $4,370,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,704,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,704,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,633,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,103 | TotalTaxAmt |
| Distributable Before Adj | $227,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $231,438 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,861 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,773 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,773 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,234 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,678 | ExcessFromYear1Amt |
| Excess From Current Year | $3,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 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 |
|---|---|---|---|---|---|---|---|---|
| WYO THEATRE | ||||||||
| 42 NORTH MAIN STREET | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| SHERIDAN COLLEGE FOUNDATION | ||||||||
| PO BOX 6328 | SHERIDAN | WY | 82801 | NONE | PC | SUPPORT CONCERT AND THEATRE | $10,000 | |
| SHERIDAN COUNTY YMCA | ||||||||
| 417 N JEFFERSON ST | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| THE BRINTON MUSEUM | ||||||||
| P O BOX 460 | BIG HORN | WY | 82833 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| SHERIDAN COUNTY LIBRARY FOUNDATION | ||||||||
| 335 WEST ALGER ST | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SHERIDAN MEMORIAL HOSPITAL FOUNDATION | ||||||||
| PO BOX 391 | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| THE FOOD GROUP INC | ||||||||
| P O BOX 6702 | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| WYOMING PBS | ||||||||
| 2660 PECK AVENUE | RIVERTON | WY | 82501 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| WYOMING PUBLIC MEDIA | ||||||||
| 1000 E UNIVERSIRTY AVE | LARAMIE | WY | 82071 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SAGE COMMUNITY ARTS | ||||||||
| 21 W BRUNDAGE | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| CHILD DEVELOPMENT CENTER | ||||||||
| 345 SOUTH LINDEN | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CENTER FOR VITAL COMMUNITY | ||||||||
| 245 BROADWAY | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| SHERIDAN CIVIC THEATRE GUILD | ||||||||
| 419 DELPHI | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| HABITAT FOR HUMANITY OF EASTERN BIGHORNS | ||||||||
| 1141 CROOK ST | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| CIRCLE OF HOPE HEALTH CARE SERVICES | ||||||||
| 918 E 2ND ST | CASPER | WY | 82601 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SHERIDAN COMMUNITY LAND TRUST | ||||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| TANDEM PRODUCTIONS | ||||||||
| PO BOX 3055 | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ADVOCACY & RESOURCES CENTER | ||||||||
| 136 COFFEEN AVE | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| ONE HEALTH | ||||||||
| 201 E 5TH ST | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| PIATIGORSKY FOUNDATION | ||||||||
| 225 WEST 34TH ST STE 151 | NEW YORK | NY | 10122 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| THE HUB ON SMITH STREET | ||||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PC | PROGRAM SUPPORT | $15,000 | FKA SENIOR CITIZENS COUNCIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,975 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $329,441 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SEYMOUR THICKMAN RVOC FAM TR | ||||||||
| 1 | 2040 South Clayton St | Denver | CO | 80210 | $3,061,848 | Yes (X) | Yes (X) | |
| SEYMOUR THICKMAN IRA | ||||||||
| 2 | C/O FIRST INTERSTATE BANK PO BOX 2 | SHERIDAN | WY | 82801 | $177,103 | Yes (X) | Yes (X) | |
| SEYMOUR THICKMAN | ||||||||
| 3 | C/O MEG THICKMAN | DENVER | CO | 80210 | $168,000 | Yes (X) | 2040 SOUTH CLAYTON ST | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Various securites transfered from Seymour Thickman Rvoc Fam Tr | $2,116,683 | 2024-06-07 |
| 2 | VARIOUS SECURITIES HELD IN IRA ACCOUNT | $171,058 | 2024-03-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,290 | Amt |
| Disbursements Charitable Prps | $1,290 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 INCOME TAXED IN 2024 | $3,037 |
| PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT | $99 |
| IRA ADJ FOR FMV AND COST BASIS RECEIVED | $12,758 |
| FAMILY TR ADJ FOR FMV AND COST BASIS REC | $130,389 |
| ROUNDING ADJUSTMENT | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 INCOME TAXED IN 2023 | $1,015 |
| INSURANCE POLICY BV ADJUSTMENT | $107,867 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $433 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $933 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,067 | $4,067 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,496 | $2,496 | $0 |