ANNE AND SCOTT NICKERSON FAMILY FOUNDATION TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANNE AND SCOTT NICKERSON FAMILY FOUNDATION TRUST (EIN 84-1409098)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-02-28
- IRS object ID
- 202200599349100010
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-28T09:25:42-06:00 | ReturnTs |
| Tax Period End | 2021-05-31 | 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 | 2020-06-01 | 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 | 2022-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | NICKERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVERETT J MOHATT | PreparerPersonNm |
| PTIN | P00404222 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2022-02-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,940,364 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $397,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,357,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $485,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,836 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $431 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,706 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,603 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $272,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $304,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,970,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,074,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,074,988 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $483,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $570,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $570,610 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,757,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,940,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,940,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,757,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,940,364 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,757,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,940,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,757,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,940,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,757,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $272,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $910,496 | OtherIncreasesAmt |
| Subtotal | $3,940,364 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,940,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100-SAIA INC | P | 2019-12-06 | 2020-11-04 | $15,805 | $9,119 | $6,686 | $6,686 |
| 300-EAGLE MATERIALS INC | P | 2017-08-28 | 2021-03-22 | $38,133 | $27,711 | $10,422 | $10,422 |
| 4789-SANDSTORM GOLD LTD COM | P | 2015-02-24 | 2020-07-20 | $46,779 | $4,821 | $41,958 | $41,958 |
| 1727-SOLARIS RES INC COM NEW | P | 2020-05-01 | 2021-05-03 | $13,996 | $3,483 | $10,513 | $10,513 |
| 2000-FIRST MAJESTIC SILVER F | P | 2020-09-09 | 2021-03-22 | $33,934 | $23,223 | $10,711 | $10,711 |
| 416-EXXON MOBIL CORP | P | 2003-12-12 | 2021-03-22 | $23,529 | $15,785 | $7,744 | $7,744 |
| 299-SANDSTORM GOLD LTD COM | P | 2018-06-25 | 2020-07-20 | $2,921 | $1,318 | $1,603 | $1,603 |
| 10955-ALMADEX MINERALS LTD NEW COM | P | 2020-05-01 | 2021-05-12 | $2,560 | $3,067 | -$507 | -$507 |
| 300-FRANCO NEVADA CORP | P | 2020-09-09 | 2021-03-22 | $37,195 | $45,048 | -$7,853 | -$7,853 |
| 1584-EXXON MOBIL CORP | P | 2005-12-09 | 2021-03-22 | $89,591 | $92,965 | -$3,374 | -$3,374 |
| 1498-VANECK VECTORS ETF TR GOLD | P | 2017-04-13 | 2020-08-12 | $59,685 | $36,979 | $22,706 | $22,706 |
| 2277-OZ MINERALS LTD | P | 2020-05-01 | 2021-05-18 | $45,247 | $15,275 | $29,972 | $29,972 |
| 1000-PAN AMERN SILVER CORP | P | 2020-09-09 | 2021-03-22 | $33,258 | $34,989 | -$1,731 | -$1,731 |
| 177-II-VI INC | P | 2019-10-01 | 2021-03-22 | $12,186 | $6,576 | $5,610 | $5,610 |
| 4202-MAG SILVER CORP | P | 2018-10-25 | 2020-10-01 | $69,918 | $31,370 | $38,548 | $38,548 |
| 490-MMC NORILSK NICKEL PJSC AMERICAN | P | 2020-04-21 | 2020-06-04 | $14,088 | $12,133 | $1,955 | $1,955 |
| 1000-WHEATON PRECIOUS METAL | P | 2020-09-09 | 2021-03-22 | $39,615 | $54,483 | -$14,868 | -$14,868 |
| 400-KIRKLAND LAKE GOLD LIM F | P | 2019-11-20 | 2021-03-22 | $13,996 | $19,574 | -$5,578 | -$5,578 |
| 23651-AMERIGO RESOURCES LTD | P | 2019-04-22 | 2020-12-04 | $15,335 | $17,066 | -$1,731 | -$1,731 |
| 12-CALL COG 11/27/20 | P | 2020-10-12 | 2020-11-27 | $1,080 | $1,080 | $1,080 | |
| 400-APPLE INC | P | 2016-01-12 | 2020-06-11 | $139,310 | $49,341 | $89,969 | $89,969 |
| 500-MICRON TECHNOLOGY | P | 2018-06-01 | 2021-03-22 | $44,984 | $29,762 | $15,222 | $15,222 |
| 12737-AMERIGO RESOURCES LTD | P | 2019-04-22 | 2020-12-15 | $8,347 | $9,191 | -$844 | -$844 |
| 0.5-WTS OCCIDENTAL PETROLEUM | P | 2020-08-03 | 2020-08-03 | $3 | $2 | $1 | $1 |
| 0.28-CHEVRON CORP | P | 2018-04-13 | 2020-10-07 | $20 | $78 | -$58 | -$58 |
| 2000-MUELLER INDS INC | P | 2018-06-01 | 2021-03-22 | $27,240 | $24,632 | $2,608 | $2,608 |
| 6377-AMERIGO RESOURCES LTD | P | 2019-04-22 | 2020-12-23 | $4,188 | $4,601 | -$413 | -$413 |
| 12-CALL COG 2/26/21 | P | 2021-01-13 | 2021-03-01 | $780 | $780 | $780 | |
| 600-NEWMONT CORP | P | 2013-04-12 | 2020-11-17 | $38,819 | $22,674 | $16,145 | $16,145 |
| 100-SAIA INC | P | 2019-12-06 | 2021-03-22 | $21,527 | $9,119 | $12,408 | $12,408 |
| 5451-AMERIGO RESOURCES LTD | P | 2019-04-22 | 2021-01-21 | $3,931 | $3,933 | -$2 | -$2 |
| 12-CALL COG 4/9/21 | P | 2021-03-02 | 2021-04-12 | $780 | $780 | $780 | |
| 624-NEWMONT CORP | P | 2019-04-18 | 2020-11-17 | $40,372 | $21,328 | $19,044 | $19,044 |
| 500-SCHLUMBERGER LTD | P | 2010-05-26 | 2021-03-22 | $13,477 | $30,421 | -$16,944 | -$16,944 |
| 2158-ARDEA RESOURCES LTD | P | 2020-02-15 | 2021-02-16 | $978 | $1,352 | -$374 | -$374 |
| 0.9-SPROTT INC COM NEW | P | 2015-12-29 | 2020-06-05 | $27 | $14 | $13 | $13 |
| 500-ALCOA CORP | P | 2017-12-27 | 2021-01-12 | $12,335 | $26,543 | -$14,208 | -$14,208 |
| 250-VANECK VECTORS JUNIOR GOLD MINER | P | 2009-11-25 | 2021-03-22 | $12,076 | $28,649 | -$16,573 | -$16,573 |
| 32973-AMERIGO RESOURCES LTD | P | 2019-04-22 | 2021-02-25 | $24,154 | $16,203 | $7,951 | $7,951 |
| 587-SOCIEDAD QUIMICA MINERA DE CHILE | P | 2019-05-01 | 2021-01-20 | $35,035 | $15,914 | $19,121 | $19,121 |
| 1000-ARC RESOURCES LTD CA | P | 2007-11-14 | 2021-03-22 | $6,242 | $20,544 | -$14,302 | -$14,302 |
| 250-VANECK VECTORS JUNIOR GOLD MINER | P | 2009-11-27 | 2021-03-22 | $12,076 | $27,890 | -$15,814 | -$15,814 |
| 1779-PAN AMERICAN SILVER CORP | P | 2019-04-11 | 2021-03-08 | $54,091 | $23,893 | $30,198 | $30,198 |
| 769-OZ MINERALS LTD | P | 2019-05-01 | 2021-05-18 | $15,281 | $5,159 | $10,122 | $10,122 |
| 500-APPLIED MATERIALS | P | 2018-06-01 | 2021-03-22 | $58,898 | $26,498 | $32,400 | $32,400 |
| 0.2-INTEGRA RESOURCES CORP COM | P | 2019-10-28 | 2020-07-15 | $1 | $1 | ||
| 33028-ENTRE RES LTD COM | P | 2020-03-15 | 2021-03-18 | $19,803 | $8,587 | $11,216 | $11,216 |
| 200-APPLIED OPTOELECTRON | P | 2017-02-27 | 2021-03-22 | $1,688 | $9,803 | -$8,115 | -$8,115 |
| 2772-SABINA GOLD & SILVER CORPORATIO | P | 2020-02-04 | 2020-10-28 | $5,617 | $3,568 | $2,049 | $2,049 |
| 8257-ENTRE RES LTD COM | P | 2020-03-15 | 2021-04-06 | $4,895 | $2,147 | $2,748 | $2,748 |
| 300-CATERPILLAR INC | P | 2018-06-01 | 2021-03-22 | $67,243 | $46,895 | $20,348 | $20,348 |
| 14944-SABINA GOLD & SILVER CORPORATI | P | 2020-02-18 | 2020-11-05 | $31,010 | $19,301 | $11,709 | $11,709 |
| 11863-ENTRE RES LTD COM | P | 2020-03-15 | 2021-04-15 | $7,070 | $3,084 | $3,986 | $3,986 |
| 5-CHEVRON CORP | P | 2018-04-13 | 2021-03-22 | $521 | $1,385 | -$864 | -$864 |
| 889-PAN AMERICAN SILVER CORP | P | 2019-04-11 | 2020-07-24 | $32,404 | $11,940 | $20,464 | $20,464 |
| 1111-URANIUM ENERGY CORP | P | 2020-04-27 | 2021-04-28 | $3,277 | $3,277 | $3,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,914 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,299 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,313 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,313 | SubtotalAmt |
| Tax Based On Investment Income | $5,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,209 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,209 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $2,136 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHATT JOHNSON & GODWIN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076726494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | $2,434,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $341,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $533,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,309,727 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,309,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,260,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,313 | TotalTaxAmt |
| Distributable Before Adj | $157,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,931 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $164,931 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $164,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,691 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,099 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,931 | QualifyingDistributionsAmt |
| Applied To Current Year | $157,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,240 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,499 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,526 | ExcessFromYear4Amt |
| Excess From Year3 | $5,099 | ExcessFromYear3Amt |
| Excess From Year1 | $2,560 | ExcessFromYear1Amt |
| Excess From Current Year | $7,240 | 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 (15 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 | $2,500 |
| BIG HORN HISTORICAL SOCIETY | |||||||
| PO BOX 566 | BIG HORN | WY | 82833 | N/A | EXEMPT | MISS INDIAN AMERICA PROJECT | $10,000 |
| CENTER FOR VITAL COMMUNITY | |||||||
| 245 BROADWAY | SHERIDAN | WY | 82801 | N/A | EXEMPT | CIVIC PROJECT | $15,000 |
| DAMIEN HOUSE INC | |||||||
| 4407 NORTH ELSTON | CHICAGO | IL | 60630 | N/A | EXEMPT | UNRESTRICTED | $3,000 |
| EXTREMITY NERVE RESEARCH FOUNDATION | |||||||
| 201 STILLWATER SUITE 8 | WIMBERLY | TX | 78676 | N/A | EXEMPT | DURA RESEARCH PROJECT | $5,000 |
| NICKERSON FAMILY ASSOCIATION | |||||||
| PO BOX 296 | NORTH CHATHAM | MA | 026502296 | N/A | EXEMPT | COIN REPLICA PROJECT | $5,000 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | N/A | EXEMPT | UNRESTRICTED | $5,000 |
| SHERIDAN KIDS LIFE | |||||||
| PO BOX 7296 | SHERIDAN | WY | 82801 | N/A | EXEMPT | MORTGAGE RETIREMENT | $20,000 |
| SHERIDAN MEMORIAL HOSPITAL FDN | |||||||
| 1401 WEST 5TH ST | SHERIDAN | WY | 82801 | N/A | EXEMPT | TRANSITIONAL CARE UNIT CAMPAIGN | $50,000 |
| SHERIDAN PUBLIC ARTS COMMITTEE | |||||||
| PO BOX 848 | SHERIDAN | WY | 82801 | N/A | EXEMPT | SCULPTURE ACQUISITION & MAINTENANCE | $2,000 |
| SHERIDAN COUNTY YMCA | |||||||
| 417 N JEFFERSON ST | SHERIDAN | WY | 82801 | N/A | EXEMPT | RENOVATION CAPITAL CAMPAIGN | $20,000 |
| THE HUB | |||||||
| 211 SMITH ST | SHERIDAN | WY | 82801 | N/A | EXEMPT | UNRESTRICTED | $5,000 |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH ST NW STE 550 S | WASHINGTON | DC | 20036 | N/A | EXEMPT | UNRESTRICTED | $2,000 |
| THE STUDENT DIPLOMACY CORPS | |||||||
| 601 WEST 26TH ST STE 325 | NEW YORK | NY | 10001 | N/A | EXEMPT | UNRESTRICTED | $10,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 NORTH 5TH ST | LARAMIE | WY | 82072 | N/A | EXEMPT | PILOT HILL PROJECT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $397,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $430,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,836 | 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 | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,725 | Amt |
| Net Investment Income | $1,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $431 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $18,664 | $18,664 |
| ABBVIE INC | $6,226 | $6,226 |
| ADOBE INC | $12,615 | $12,615 |
| AIR PRODUCTS & CHEMICALS | $16,481 | $16,481 |
| ALCOA CORP | ||
| ALPHABET INC | $36,173 | $36,173 |
| AMAZON.COM INC | $48,346 | $48,346 |
| APPLE INC | $24,922 | $24,922 |
| APPLIED MATERIALS INC | ||
| APPLIED OPTOELECTRONICS INC | ||
| ARC RES LTD CDA | ||
| ASML HOLDINGS NV | $6,755 | $6,755 |
| AUTO DATA PROCESSING | $2,940 | $2,940 |
| BLACKROCK INC | $17,541 | $17,541 |
| BROADRIDGE FINL SOLU | $6,379 | $6,379 |
| CANADIAN PACIFIC RAILWAY | $6,095 | $6,095 |
| CATERPILLAR INC | ||
| CHEVRON CORP | $9,341 | $9,341 |
| CHUBB LTD | $5,950 | $5,950 |
| COMCAST CORP | $14,048 | $14,048 |
| EAGLE MATLS INC | ||
| ESTEE LAUDER CO INC | $12,261 | $12,261 |
| EXXON MOBIL CORP | ||
| FACEBOOK INC | $44,379 | $44,379 |
| II-VI INC | ||
| INTERCONTINENTAL EXC | $11,852 | $11,852 |
| INTUIT INC | $13,173 | $13,173 |
| INTUITIVE SURGICAL | $16,844 | $16,844 |
| JPMORGAN CHASE & CO | $13,139 | $13,139 |
| KIRKLAND LAKE GOLD LIM F | ||
| MARRIOTT INTL INC | $5,743 | $5,743 |
| MASIMO CORP | $5,390 | $5,390 |
| MASTERCARD INC | $12,620 | $12,620 |
| MCDONALDS CORP | $14,033 | $14,033 |
| MICRON TECH INC | ||
| MICROSOFT CORP | $47,439 | $47,439 |
| MUELLER WATER PROD INC SER A | ||
| NESTLE SA | $13,604 | $13,604 |
| NIKE INC | $7,505 | $7,505 |
| NOBLE ENERGY INC | ||
| NOVO-NORDISK | $9,863 | $9,863 |
| OTIS WORLDWIDE CORP | $3,525 | $3,525 |
| PEPSICO INC | $11,095 | $11,095 |
| PHILIP MORRIS INTL | $13,500 | $13,500 |
| PROGRESSIVE CO OHIO | $13,376 | $13,376 |
| RAYTHEON TECHNOLOGIES CO | $7,097 | $7,097 |
| ROCHE HLDG AG | $6,345 | $6,345 |
| S&P GLOBAL INC | $17,076 | $17,076 |
| SAIA INC | ||
| SCHLUMBERGER LTD | ||
| SHERWIN WILLIAMS CO | $8,506 | $8,506 |
| TEXAS INSTRUMENTS | $18,982 | $18,982 |
| THE COCA-COLA CO | $13,270 | $13,270 |
| VANECK VECTORS GOLD | ||
| VANECK VECTORS JUNIOR | ||
| UNION PACIFIC CORP | $12,360 | $12,360 |
| UNITEDHEALTH GRP INC | $22,656 | $22,656 |
| VERISK ANALYTICS INC | $6,049 | $6,049 |
| VISA INC | $19,320 | $19,320 |
| ZOETIS INC | $7,067 | $7,067 |
| BERRY CORPORATION | $52,775 | $52,775 |
| FREEPORT-MCMORAN INC | $128,160 | $128,160 |
| HELMERICH & PAYNE INC | $25,990 | $25,990 |
| NEWMONT MINING CORP | $146,960 | $146,960 |
| ADRIATIC METALS PLC | $148,428 | $148,428 |
| AFRICA OIL CORP | $65,760 | $65,760 |
| AGNICO EAGLE MINES LTD | $129,150 | $129,150 |
| ALMADEX MINERALS LTD COM | ||
| ALTIUS MINERALS CORP | $104,609 | $104,609 |
| AMERIGO RESOURCES LTD | ||
| ARDEA RESOURCES LTD NPV | $4,903 | $4,903 |
| CENTAURUS METALS LIMITED | $75,388 | $75,388 |
| CES ENERGY SOLUTIONS CORP | $38,829 | $38,829 |
| EMX RTY CORP | $74,218 | $74,218 |
| ENDEAVOUR MINING CORPORATION | $45,432 | $45,432 |
| ENTREE RES LTD | $36,991 | $36,991 |
| GOGOLD RESOURCES INC | $103,251 | $103,251 |
| INTEGRA RES CORP | $34,902 | $34,902 |
| LARA EXPLORATION LTD | $23,126 | $23,126 |
| MAG SILVER CORP | $67,371 | $67,371 |
| METAL TIGER PLC | $44,306 | $44,306 |
| MUNDORO CAPITAL INC | $8,561 | $8,561 |
| NTHN STAR RES LTD | $48,966 | $48,966 |
| OZ MINERALS LTD | $43,104 | $43,104 |
| PAN AMERICAN SILVER CORP | ||
| PERSEUS MINING LTD | $67,389 | $67,389 |
| SABINA GOLD & SILVER | ||
| SANDSTORM GOLD LTD COM | $51,459 | $51,459 |
| SOLARIS RES INC | $17,864 | $17,864 |
| SOVEREIGN METALS LIMITED | $68,834 | $68,834 |
| SUNCOR ENERGY INC | $69,739 | $69,739 |
| TRILOGY METALS INC NEW | $58,227 | $58,227 |
| WHITECAP RESOURCES INC | $69,943 | $69,943 |
| VANECK VECTORS ETF TR GOLD MINERS | $315,360 | $315,360 |
| CABOT OIL AND GAS CORP | $19,680 | $19,680 |
| HALLIBURTON COMPANY | $17,960 | $17,960 |
| HELMERICH & PAYNE INC | $27,261 | $27,261 |
| OCCIDENTAL PETE CORP | $7,373 | $7,373 |
| ALTIUS MINERALS CORPORATION | $34,585 | $34,585 |
| MMC NORILSK NICKEL PJSC | ||
| OZ MINERALS LTD | $14,557 | $14,557 |
| RIO TINTO PLC | $42,666 | $42,666 |
| SCHLUMBERGER LTD | $18,422 | $18,422 |
| SOCEDAD QUIMICA MINERA DE CHILE | ||
| SPROTT INC | $51,862 | $51,862 |
| SUNCOR ENERGY INC | $10,811 | $10,811 |
| WHITECAP RESOURCES INC | $18,888 | $18,888 |
| WTS OCCIDENTAL PETROLEUM | $383 | $383 |
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 | $145,290 | $145,290 |
| 28000 SPROTT PHYSICAL GOLD TRUST | FMV | $425,320 | $425,320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| APPRAISAL | $342 | $342 |
| INVESTMENT EXPENSES | $45,236 | $45,236 |
| 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 | $910,496 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,706 | Amt |
| Net Investment Income | $1,706 | NetInvestmentIncomeAmt |