WOODSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOODSON FAMILY FOUNDATION (EIN 83-0322634)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-13
- IRS object ID
- 202201649349100015
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T11:18:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830322634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JANET K TAYLOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3076347864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7040 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET K TAYLOR | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3076347864 | PhoneNum |
| Signature | 2022-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANET | PersonFirstNm |
| Person Last | TAYLOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVERETT J MOHATT | PreparerPersonNm |
| PTIN | P00404222 | PTIN |
| Phone | 3076726494 | PhoneNum |
| Preparation | 2022-06-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,403,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,561 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,889 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,029 | CashBOYAmt |
| Cash EOY | $17,662 | CashEOYAmt |
| Cash EOYFMV | $17,662 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,226,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,385,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,385,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,249,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,403,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,403,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,249,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,403,423 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,249,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,249,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,403,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,249,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $149,107 | OtherIncreasesAmt |
| Subtotal | $1,403,423 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,423 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | P | 2018-12-10 | 2021-01-28 | $2,811 | $1,627 | $1,184 | $1,184 |
| INTEL CORP | P | 2018-12-10 | 2021-01-07 | $8,847 | $7,973 | $874 | $874 |
| PRINCIPAL MID CAP FUND INSTL | P | 2020-04-28 | 2021-09-23 | $5,000 | $3,089 | $1,911 | $1,911 |
| ACTIVISION BLIZZARD INC | P | 2020-05-20 | 2021-12-15 | $5,420 | $6,813 | -$1,393 | -$1,393 |
| JPMORGAN EMERGING MARKETS EQUITY FND | P | 2021-07-16 | $8,970 | $6,331 | $2,639 | $2,639 | |
| SALESFORCE COM INC | P | 2016-10-26 | 2021-01-28 | $6,156 | $2,026 | $4,130 | $4,130 |
| AMERICAN WTR WKS CO | P | 2020-03-25 | 2021-10-27 | $524 | $314 | $210 | $210 |
| JPMORGAN EMERGING MARKETS EQUITY FND | P | 2013-02-04 | 2021-09-23 | $6,000 | $3,375 | $2,625 | $2,625 |
| SPDR GOLD TR GOLD SHS | P | 2020-12-22 | 2021-12-31 | $78 | $82 | -$4 | -$4 |
| ANTHEM INC | P | 2016-05-20 | 2021-01-28 | $6,650 | $2,977 | $3,673 | $3,673 |
| LAUDER ESTEE COS INC | P | 2018-07-20 | 2021-07-23 | $1,986 | $848 | $1,138 | $1,138 |
| SPDR GOLD TR GOLD SHS | P | 2016-12-28 | 2021-12-31 | $25 | $16 | $9 | $9 |
| ANTHEM INC | P | 2021-04-07 | $6,321 | $4,795 | $1,526 | $1,526 | |
| LAUDER ESTEE COS INC | P | 2018-07-20 | 2021-10-27 | $2,291 | $989 | $1,302 | $1,302 |
| T MOBILE US INC | P | 2020-02-12 | 2021-10-27 | $7,340 | $6,046 | $1,294 | $1,294 |
| ARTISAN INTRENATIONAL SMALL-MID FUND | P | 2021-09-23 | $4,000 | $2,352 | $1,648 | $1,648 | |
| LOCKHEED MARTIN CORP | P | 2021-07-23 | $1,905 | $1,648 | $257 | $257 | |
| UNITEDHEALTH GROUP INC | P | 2017-10-26 | 2021-01-28 | $4,790 | $2,913 | $1,877 | $1,877 |
| BRISTOL MYERS SQUIBB CO | P | 2021-10-27 | $798 | $791 | $7 | $7 | |
| META PLATFORM INC | P | 2015-06-16 | 2021-01-07 | $2,956 | $894 | $2,062 | $2,062 |
| UNITEDHEALTH GROUP INC | P | 2020-02-12 | 2021-04-07 | $1,092 | $905 | $187 | $187 |
| CISCO SYS INC | P | 2020-02-12 | 2021-01-07 | $447 | $498 | -$51 | -$51 |
| MFS CORPORAT BOND FUND | P | 2017-10-26 | 2021-03-04 | $4,251 | $3,971 | $280 | $280 |
| VANGUARD LON-TERM TAX EXEMPT FUND | P | 2020-07-29 | 2021-05-18 | $3,012 | $2,995 | $17 | $17 |
| CISCO SYS INC | P | 2020-02-12 | 2021-01-28 | $1,050 | $1,146 | -$96 | -$96 |
| MFS CORPORATE BOND FUND | P | 2020-06-10 | 2021-09-15 | $7,294 | $7,214 | $80 | $80 |
| VANGUARD LONG-TERM TAX-EXEMPT FUND | P | 2020-03-25 | 2021-04-05 | $6,471 | $6,108 | $363 | $363 |
| CITIGROUP INC | P | 2020-02-12 | 2021-01-28 | $6,555 | $8,590 | -$2,035 | -$2,035 |
| MFS INSTITUTIONAL INTERNATIOAL EQUIT | P | 2020-02-14 | 2021-09-23 | $8,000 | $6,552 | $1,448 | $1,448 |
| VANGUARD LONG-TERM TAX-EXEMPT FUND | P | 2020-03-25 | 2021-05-18 | $2,691 | $2,519 | $172 | $172 |
| FEDERATED HERMES INSTITUTIONAL HIGH | P | 2021-03-04 | $3,071 | $2,952 | $119 | $119 | |
| MICROCHIP TECHNOLOGY INC | P | 2021-01-07 | $2,493 | $1,639 | $854 | $854 | |
| VERTEX PHARMACEUTICALS INC | P | 2017-10-26 | 2021-01-28 | $1,384 | $856 | $528 | $528 |
| FETERATED HERMES INSTITUTIONAL HIGH | P | 2019-01-23 | 2021-03-24 | $431 | $412 | $19 | $19 |
| MONSTER BEVERAGE CORP | P | 2018-12-10 | 2021-01-28 | $2,127 | $1,374 | $753 | $753 |
| VERTEX PHARMACEUTICALS INC | P | 2017-10-26 | 2021-06-23 | $6,752 | $5,135 | $1,617 | $1,617 |
| HOME DEPOT INC | P | 2018-07-20 | 2021-02-03 | $995 | $609 | $386 | $386 |
| NEXTERA ENERGY INC | P | 2017-05-05 | 2021-10-27 | $1,707 | $673 | $1,034 | $1,034 |
| VULCAN MATLS CO | P | 2020-09-14 | 2021-10-27 | $947 | $645 | $302 | $302 |
| HOME DEPOT INC | P | 2018-07-20 | 2021-10-27 | $4,116 | $2,231 | $1,885 | $1,885 |
| ORGANON & CO COMMON STOCK | P | 2019-08-16 | 2021-07-20 | $294 | $389 | -$95 | -$95 |
| HONEYWELL INTERNATIONAL INC | P | 2021-03-04 | $2,258 | $1,500 | $758 | $758 | |
| PRINCIPAL MID CAP FUND INSTL | P | 2021-08-23 | $12,500 | $8,081 | $4,419 | $4,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,492 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,169 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $913 | SubtotalAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $310 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $295 | OverpaymentAmt |
| Applied To ES Tax | $295 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANET K TAYLOR | IndividualWithBooksNm |
| Phone | 3076347864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7040 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANET K TAYLOR | ||||||||
| PO BOX 7040 | SHERIDAN | WY | 82801 | DIRECTOR/PRE | 000.00 | $0 | $0 | $0 |
| BART TAYLOR | ||||||||
| PO BOX 7040 | SHERIDAN | WY | 82801 | DIREC/VP | 000.00 | $0 | $0 | $0 |
| TRACY TAYLOR | ||||||||
| PO BOX 7040 | SHERIDAN | WY | 82801 | DIRECTOR | 000.00 | $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 | $1,305,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,332,475 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,332,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,312,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $913 | TotalTaxAmt |
| Distributable Before Adj | $64,711 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,711 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,711 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,337 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,447 | UndistributedIncomePYAmt |
| Qualifying Distributions | $60,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,447 | AppliedToYear1Amt |
| Applied To Current Year | $51,890 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,821 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 820705204 | EXEMPT | ENDOWMENT | $12,825 | |
| WYO WEST WARRIOR FOUNDATION | |||||||
| 1100 LEOPARD STREET | SHERIDAN | WY | 82801 | EXEMPT | GENERAL SUPPORT | $8,000 | |
| MAKE-A-WISH WOMING | |||||||
| 236 W 1ST STREET | CASPER | WY | 82601 | EXEMPT | GENERAL SUPPORT | $3,000 | |
| BOYS & GIRLS CLUB OF EAST VALLEY | |||||||
| 4309 E BELLEVIEW ST | PHOENIX | AZ | 85003 | EXEMPT | GENERAL SUPPORT | $15,000 | BUILDING 14 |
| SHERIDAN COUNTY YMCA | |||||||
| 417 N JEFFERSON ST | SHERIDAN | WY | 82801 | EXEMPT | GENERAL SUPPORT | $15,000 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | EXEMPT | EXAM ROOM | $2,500 | |
| TACO JOHN'S INTERNATIONAL FOUNDATIO | |||||||
| 808 W 20TH STREET | CHEYENNE | WY | 82001 | EXEMPT | GENERAL SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,664 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF THE WEST STATEMENT ATTACHED | StockNm |
| EOY Book Value | $1,385,761 | EOYBookValueAmt |
| EOYFMV | $1,385,761 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED HOLDING GAINS ON SECURITIES | Desc |
| Amt | $149,107 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $5,889 | Amt |
| Net Investment Income | $5,889 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $516 | $516 | |
| WYOMING CORPORATE FEE | $25 | $13 | $12 |
| FEDERAL EXCISE TAX | $290 |