MCMURRY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCMURRY FOUNDATION (EIN 83-0323982)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349102477
- Schema version
- 2021v4.2
- 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
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | trudi holthouse | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | trudi | PersonFirstNm |
| Person Last | holthouse | 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 | 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 | $30,303,653 | 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 | $675,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,093 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $792,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $792,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,725,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,018,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,725,596 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,093 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,200,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,524,989 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,622 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,622 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $122,900 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $122,900 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,983 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $495 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $495 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,456 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,456 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,050 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,050 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $551,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,308,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,304,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,860,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,701,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$660,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,402,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $808,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,187,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,187,440 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,994 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,994 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,994 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,099,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,723,366 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,197,787 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,832,231 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,592,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,681,692 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,855,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,438,264 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,048,240 | 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 | $180,000 | LandEOYFMVAmt |
| Other Assets BOY | $13,205 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,374,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,715,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,303,653 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,560 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,560 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,560 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,560 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $23,373,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,714,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,373,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,714,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,375,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,716,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,373,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$660,205 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,713,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,713,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $7,010,780 | $5,791,103 | $1,219,677 | $1,219,677 | |||
| Passthrough K1 Capital Gain/(Loss) | $270,230 | ||||||
| GS MEZZANINE PARTNERS V, LP | $3,812 | $3,812 | $3,812 | P | 2007-12-03 | 2021-11-01 | |
| MCAR 2008 OFFSHORE FUND LIMITED | $3,663 | $9,144 | -$5,481 | -$5,481 | P | 2007-12-27 | 2021-03-31 |
| DISTRIBUTIONS IN EXCESS OF BASIS | $0 | $0 | $237,358 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,725,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,392 | SubtotalAmt |
| Tax Based On Investment Income | $33,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $294 | OverpaymentAmt |
| Applied To ES Tax | $294 | 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 | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Tayla Davis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Trudi Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 40.0 | $103,000 | $91,534 | $0 |
| Tyler Holthouse | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 5.0 | $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 | 10.0 | $27,622 | $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 | $80,166 | CompensationAmt |
| Employee Benefits | $14,415 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3414 Peachtree rd ne ste 600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $55,983 | CompensationAmt |
| 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 | $18,261,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $909,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,000,275 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,171,006 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,171,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $452,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,718,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,485,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,485,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,392 | TotalTaxAmt |
| Distributable Before Adj | $1,452,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,452,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,452,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,701,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,489 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,706,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,452,530 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $4,598,392 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,270,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,621,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,056,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,792,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,339,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,706,432 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,452,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,253,902 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,593,041 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,598,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,994,649 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,270,191 | ExcessFromYear4Amt |
| Excess From Year3 | $4,621,355 | ExcessFromYear3Amt |
| Excess From Year2 | $3,056,662 | ExcessFromYear2Amt |
| Excess From Year1 | $1,792,539 | ExcessFromYear1Amt |
| Excess From Current Year | $2,253,902 | 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 natrona county non-profits | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 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 | Operational Support fund | $60,000 |
| AMERICAN RED CROSS | |||||||
| 318 WEST B ST | CASPER | WY | 82601 | N/A | PC | Natrona County Home Fire Financial Assistance fund | $14,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | General & Unrestricted | $72,500 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | playhouse Project (see attached general Explanation) | $8,705 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| BOYS & GIRLS CLUBS OF CENTRAL WYOMING | |||||||
| 1701 E K ST | CASPER | WY | 82601 | N/A | PC | Operating Support - Forward Together for Our Kids | $175,000 |
| CAMP HOPE INC | |||||||
| 3920 W 45TH ST | CASPER | WY | 82604 | N/A | PC | 2021 Camp SCHOLARSHIP fund | $10,000 |
| CASPER ARTISTS GUILD INC | |||||||
| 321 W MIDWEST AVE | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| CASPER CHILDRENS CHORALE INCORPORATED | |||||||
| PO BOX 1622 | CASPER | WY | 82602 | N/A | PC | Casper Children's Chorale Recording Project | $5,000 |
| CASPER DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 341 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $5,000 |
| CASPER DOWNTOWN DEVELOPMENT AUTHORITY | |||||||
| 341 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | GOV | David Street Station Program | $100,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S WOLCOTT ST STE 102 | CASPER | WY | 82601 | N/A | PC | General operating support | $50,000 |
| CASPER FAMILY CONNECTIONS | |||||||
| 500 S WOLCOTT ST STE 102 | CASPER | WY | 82601 | N/A | PC | Operating Support | $50,000 |
| CASPER FAMILY YMCA | |||||||
| 315 E 15TH ST | CASPER | WY | 82601 | N/A | PC | YMCA Strong Communities Campaign | $75,000 |
| CASPER FAMILY YMCA | |||||||
| 315 E 15TH ST | CASPER | WY | 82601 | N/A | PC | Capital Campaign: Phase 2 of Building Tomorrow Today | $666,667 |
| 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 |
| CATHOLIC CHURCH EXTENSION SOCIETY OF US OF AMER | |||||||
| 150 S WACKER DRIVE | CHICAGO | IL | 60606 | N/A | PC | Seminarian Education fund | $5,000 |
| CENTRAL WYOMING CHAPTER OF THE AMERICAN PETROLEUM | |||||||
| PO BOX 261 | CASPER | WY | 82602 | 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 | $5,000 |
| CENTRAL WYOMING HOSPICE PROGRAM | |||||||
| 319 S WILSON ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $2,500 |
| CENTRAL WYOMING HOSPICE PROGRAM | |||||||
| 319 S WILSON ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $2,500 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | Transformation Smile Project | $5,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | 2021 May Match Campaign | $30,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | N/A | PC | Project Transformation- Phase II | $50,000 |
| 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 | Give Us Hope, Raising Difference Makers Endowment campaign | $250,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | |||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | N/A | PC | HOLIDAY DECORATIONS | $2,290 |
| 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 | Platte River Revival Volunteer Day | $3,000 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $2,500 |
| CITY OF CASPER WYOMING | |||||||
| 200 NORTH DAVID ST | CASPER | WY | 82601 | N/A | GOV | 307 Fireworks fund | $10,000 |
| CLIMB | |||||||
| 1001 W 31ST ST | CHEYENNE | WY | 82001 | N/A | PC | Helping Casper Area Low-Income Single Mothers during the covid-19 pandemic | $20,000 |
| CONSTRUCTION CAREERS FOUNDATION | |||||||
| PO BOX 50568 | CASPER | WY | 82605 | N/A | PC | Central Wyoming Construction and Trades Alliance (cwcta) | $30,000 |
| 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 | General operating support | $30,000 |
| 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 | Wyoming Athletics Summer Bash at David Street Station | $10,000 |
| COWBOY JOE CLUB INC | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | N/A | PC | General & Unrestricted | $10,000 |
| GREATER WYOMING BIG BROTHERS BIG SISTERS - NATRONA | |||||||
| 400 EAST 1ST ST SUITE 310 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $250 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 232 E 2ND ST STE 204 | CASPER | WY | 82601 | N/A | PC | Program Support for Habitat for Humanity, The Heart of wyoming's 44th build in natrona county | $5,000 |
| I-REACH 2 | |||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | N/A | PC | Charitable Event | $1,000 |
| INTERFAITH OF NATRONA COUNTY INC | |||||||
| 140 E K ST 100 | CASPER | WY | 82601 | N/A | PC | Emergency Program SUPPORT | $10,000 |
| IRIS HOUSE INC | |||||||
| 239 EAST H ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $500 |
| JASONS FRIENDS FOUNDATION INC | |||||||
| 340 W B ST STE 101 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $50,000 |
| JRS HUNT FOR LIFE | |||||||
| GARDEN CREEK RD | CASPER | WY | 82601 | N/A | PC | Charitable Event | $1,000 |
| 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 | $1,000 |
| LIFT WYOMING | |||||||
| 6405 BOOT HILL RD | CASPER | WY | 82604 | N/A | PC | Charitable Event | $5,000 |
| LITERACY LEADERSHIP INC | |||||||
| 4600 E 53RD ST | DAVENPORT | IA | 52807 | N/A | PC | 2021 'We Read' fund | $166,666 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | General Operations and Salary Assistance fund | $5,000 |
| MAKE-A-WISH FOUNDATION OF WYOMING | |||||||
| 236 W 1ST ST | CASPER | WY | 82601 | N/A | PC | Charitable Event | $8,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | the Dancing with the Stars of Casper: 2020 event | $14,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | the Casper Christmas Parade | $5,000 |
| MERCER FAMILY RESOURCE CENTER INC | |||||||
| 535 W YELLOWSTONE HWY | CASPER | WY | 82601 | N/A | PC | Charitable Event | $500 |
| MIMIS HOUSE | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $1,000 |
| MIMIS HOUSE | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $5,000 |
| MIMIS HOUSE | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | N/A | PC | General Operating Support | $30,000 |
| MOTHER SETON HOUSING INC | |||||||
| PO BOX 1557 | CASPER | WY | 82602 | N/A | PC | Program support for Seton House Case Management and housing services | $10,000 |
| NATRONA COUNTY HIGH SCHOOL | |||||||
| 930 ELM ST | CASPER | WY | 82601 | N/A | GOV | Charitable Event | $250 |
| NATRONA COUNTY HIGH SCHOOL | |||||||
| 930 ELM ST | CASPER | WY | 82601 | N/A | GOV | EMBRIODERED PULLOVERS | $2,039 |
| 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 | GIFT CARDS | $160 |
| 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 | NCHS and KWHS Mental Health Programs | $50,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Nic Operating Support for Sustainability | $25,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | Charitable Event | $10,000 |
| OILFIELD HELPING HANDS INC | |||||||
| PO BOX 720235 | HOUSTON | TX | 77272 | N/A | PC | Charitable Event | $5,000 |
| OLIVIA CALDWELL FOUNDATION INC | |||||||
| 400 E 1ST ST STE 203 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $1,500 |
| OLIVIA CALDWELL FOUNDATION INC | |||||||
| 400 E 1ST ST STE 203 | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| PROUD TO HOST THE BEST INC | |||||||
| 139 W 2ND ST STE 1B | CASPER | WY | 82601 | N/A | PC | General Operating Support | $25,000 |
| RAISING READERS IN WYOMING | |||||||
| PO BOX 21856 | CHEYENNE | WY | 82003 | N/A | PC | Natrona County Program | $5,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL | |||||||
| 1145 WEST 20TH ST | CASPER | WY | 82604 | N/A | PC | Charitable Event | $15,000 |
| SAINT ANTHONY TRI-PARISH SCHOOL | |||||||
| 1145 WEST 20TH ST | CASPER | WY | 82604 | N/A | PC | Charitable Event | $10,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | WYMSI Architecture - New Facility Design Fund | $126,000 |
| SCIENCE ZONE | |||||||
| 222 E COLLINS DR | 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 | $10,000 |
| 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 |
| THE CARING CENTER INC | |||||||
| PO BOX 2346 | CASPER | WY | 82602 | N/A | PC | Charitable Event | $1,000 |
| TOWN OF EVANSVILLE | |||||||
| PO BOX 158 | EVANSVILLE | WY | 82636 | N/A | GOV | Thermal Imaging Cameras fund | $5,000 |
| TROOPERS DRUM AND BUGLE CORPS INC | |||||||
| 1801 E E ST | CASPER | WY | 82601 | N/A | PC | Underprivileged Scholarship Fund | $5,000 |
| 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 | 2021 fund | $10,000 |
| TWO FLY FOUNDATION INC | |||||||
| PO BOX 50338 | CASPER | WY | 82605 | N/A | PC | Paddle Raise at event - general operating support | $16,500 |
| 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 | 2021 Central Wyoming Junior Livestock Sale fund | $137,391 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | The McMurry Foundation Fund in Mental Health and Integrated care in honor of mary burman | $333,333 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | University of Wyoming Alumni Association - WCCWA initiative | $10,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | N/A | PC | UW Western Thunder Marching Band | $10,000 |
| VOLUNTEERS OF AMERICAN NORTHERN ROCKIES | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | N/A | PC | Charitable Event | $10,000 |
| WYOMING BREAST CANCER INITIATIVE FOUNDATION | |||||||
| PO BOX 2541 | CHEYENNE | WY | 82003 | N/A | PC | for operational costs | $25,000 |
| 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 | Wyoming Reads | $10,000 |
| WYOMING DEMENTIA CARE | |||||||
| PO BOX 1493 | CASPER | WY | 82602 | N/A | PC | Family Caregiver Services fund | $10,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| PO BOX 942 | CASPER | WY | 82602 | N/A | PC | Spring Break Food Bags fund | $10,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 6501 E 2ND ST | CASPER | WY | 82609 | N/A | PC | Charitable Event | $2,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 6501 E 2ND ST | CASPER | WY | 82609 | N/A | PC | Employee Salary Assistance Program | $40,000 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 6501 E 2ND ST | CASPER | WY | 82609 | N/A | PC | Charitable Event | $2,500 |
| WYOMING FOUNDATION FOR CANCER CARE | |||||||
| 6501 E 2ND ST | CASPER | WY | 82609 | N/A | PC | WFCC Operations fund for Director Salary Assistance | $43,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID ST STE 1B | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID ST STE 1B | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| WYOMING SYMPHONY ORCHESTRA | |||||||
| 225 S DAVID ST STE 1B | CASPER | WY | 82601 | N/A | PC | Charitable Event | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,308,751 | 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 | $1,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $792,207 | 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 | $1,725,596 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $55 | 14 | $4,331 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $1,762 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $55 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,524,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,525,044 | 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 | SKMRT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Susan McMurry PO Box 2302 | AddressLine1Txt |
| City | Casper | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $675,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|
| FURNITURE & FIXTUR | $24,590 | $24,590 | SL | 7 | $0 |
| ELKHORN CREEK | $765,000 | L |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| IN-KIND GRANTS | 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 PLAYHOUSE, DECORATIONS, PULLOVERS AND GIFT CARDS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $13,194 TOTAL BOOK VALUE OF PROPERTY: $13,194 toTAL AMOUNT OF GRANTS: $13,194 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: PLAYHOUSE UNITS: 1 DATE OF DISTRIBUTION: 5/31/2021 GRANT RECIPIENT: BOYS & GIRLS CLUBS OF CENTRAL WYOMING FMV OF PROPERTY: $8,705 BOOK VALUE OF PROPERTY: $8,705 TOTAL AMOUNT OF GRANT: $8,705 DESCRIPTION OF PROPERTY: DECORATIONS UNITS: 1 DATE OF DISTRIBUTION: 11/9/2021 GRANT RECIPIENT: CHILD DEVELOPMENT CENTER OF NATRONA COUNTY FMV OF PROPERTY: $2,290 BOOK VALUE OF PROPERTY: $2,290 TOTAL AMOUNT OF GRANT: $2,290 DESCRIPTION OF PROPERTY: PULLOVERS UNITS: 57 DATE OF DISTRIBUTION: 9/23/2021 GRANT RECIPIENT: NATRONA COUNTY HIGH SCHOOL FMV OF PROPERTY: $2,039 BOOK VALUE OF PROPERTY: $2,039 TOTAL AMOUNT OF GRANT: $2,039 DESCRIPTION OF PROPERTY: GIFT CARDS UNITS: 15 DATE OF DISTRIBUTION: 7/25/2021 GRANT RECIPIENT: NATRONA COUNTY MEALS ON WHEELS FMV OF PROPERTY: $160 BOOK VALUE OF PROPERTY: $160 TOTAL AMOUNT OF GRANT: $160 |
| 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: $3,308,751 Less amount counted as a qualifying distribution on Part XI, Line 2: $4,489 TOTAL Part I, Line 25, Column (d): $3,304,262 |
| Form 990-PF | Form 990-PF | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (98 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE CALL MAKE WHOL | $71,852 | $68,934 |
| AIG BOND - 3.750% - 07/10/2025 | $27,506 | $26,762 |
| AIR LEASE CORP - 3.875% - 07/0 | $26,808 | $25,894 |
| AIR LEASE CORP SER A MTN - 2.8 | $47,202 | $46,438 |
| ALLY FINL INC - 4.625% - 05/19 | $37,039 | $35,518 |
| ALPHABET - 0.800% - 08/15/2027 | $39,864 | $38,760 |
| ALTRIA GROUP - 4.000% - 01/31/ | $58,489 | $58,002 |
| ALTRIA GROUP INC - 4.400% - 02 | $21,941 | $20,911 |
| AMERICAN TOWER CORP - 0.000% - | $53,899 | $51,565 |
| ANHEUSER BUSCH INBEV BOND - 3. | $78,664 | $75,191 |
| APPLE INC - 3.000% - 02/09/202 | $49,978 | $52,041 |
| ARCH CAPITAL FINANCELLC NOTE - | $39,601 | $38,424 |
| ASTRAZENECA PLC NOTE CALL MAKE | $109,555 | $106,447 |
| AT&T INC NOTE - 4.050% - 12/15 | $157,768 | $158,726 |
| BANK AMER CORP - 4.450% - 03/0 | $28,875 | $27,565 |
| BANK OF AMERICA CORP NOTE - 3. | $75,000 | $78,930 |
| BANK OF MONTREAL MTN - 3.300% | $99,794 | $104,646 |
| BAT CAP CORP - 3.222% - 08/15/ | $69,600 | $77,966 |
| BIOGEN INC - 3.625% - 09/15/20 | $51,642 | $51,071 |
| BOEING CO - 4.875% - 05/01/202 | $44,785 | $43,780 |
| BOEING CO NOTE CALL MAKE WHOLE | $15,000 | $15,002 |
| BROADCOM INC SER B - 4.700% - | $51,297 | $49,219 |
| BURLINGTON NORTH SF - 3.750% - | $76,354 | $78,910 |
| CAPITAL ONE FINANCIAL CO NOTE | $74,952 | $75,197 |
| CARDINAL HEALTH INC - 3.410% - | $49,595 | $48,292 |
| CBS CORP NEW NOTE - 3.700% - 0 | $77,537 | $79,426 |
| CIGNA CORP NEW SER C NOTE - 3. | $76,420 | $75,246 |
| CITIGROUP INC - 4.125% - 07/25 | $82,503 | $82,365 |
| CONNECTICUT LT &PWR CO SER 202 | $44,982 | $43,757 |
| CONSTELLATION BRANDSINC NOTE - | $49,484 | $48,386 |
| CROWN CASTLE INTL CORP - 4.000 | $55,619 | $54,370 |
| CSX CORP - 3.800% - 03/01/2028 | $31,995 | $31,892 |
| DELL INTERNATIONAL - 5.850% - | $64,264 | $62,366 |
| DIGITAL RLTY TR LP - 4.450% - | $80,291 | $78,958 |
| DISCOVER FINL SVCS NOTE - 4.50 | $99,840 | $109,561 |
| DOMINION ENERGY INC SER B NOTE | $79,938 | $80,301 |
| DOW CHEMICAL CO SER B NOTE - 3 | $71,963 | $70,060 |
| DR PEPPER SNAPPLE GROUP INC - | $50,006 | $51,816 |
| DUKE ENERGY - 0.900% - 09/15/2 | $94,953 | $92,312 |
| DUKE ENERGY CORP - 3.150% - 08 | $32,477 | $32,628 |
| ENERGY TRANSFER PARTNERS - 4.7 | $45,256 | $43,732 |
| EQUITABLE HLDGS INC SER B NOTE | $66,063 | $65,067 |
| FIFTH THIRD BANCORP - 3.650% - | $149,720 | $157,165 |
| FISERV INC - 2.250% - 06/01/20 | $46,723 | $45,812 |
| FISERV INC - 3.200% - 07/01/20 | $32,611 | $31,737 |
| GEN DYNAMICS CP - 3.375% - 05/ | $50,315 | $51,667 |
| GENERAL DYNAMICS - 3.500% - 04 | $44,618 | $49,020 |
| GENERAL MLS INC - 4.000% - 04/ | $73,060 | $69,794 |
| GENERAL MTRS FINL COINC NOTE - | $56,529 | $55,112 |
| GILEAD SCIENCES, INC - 2.500% | $48,134 | $51,193 |
| GLOBAL PAYMENTS INC NOTE - 2.6 | $74,981 | $77,105 |
| HEWLETT PACKARD - 4.900% - 10/ | $69,946 | $66,576 |
| INTERNATIONAL BUSINESS MACHINE | $98,515 | $101,977 |
| JPMORGAN CHASE - 2.972% - 01/1 | $99,558 | $100,069 |
| JPMORGAN CHASE FINL CO LLC - 0 | $499,999 | $557,699 |
| KEYSIGHT - 4.600% - 04/06/2027 | $34,647 | $33,785 |
| KIMCO REALTY CORP NOTE CALL MA | $69,688 | $69,331 |
| KINDER MORGAN ENERGY - 4.150% | $78,407 | $75,416 |
| L3HARRIS TECHNOLOGIES INC - 3. | $72,343 | $69,324 |
| LABORATORY CORP AMERHLDGS - 3. | $101,796 | $104,718 |
| MORGAN STANLEY - 3.950% - 04/2 | $33,717 | $32,929 |
| MORGAN STANLEY SER I - 2.188% | $85,000 | $86,704 |
| MPLX LP - 4.125% - 03/01/2027 | $39,059 | $38,315 |
| NATIONAL RURAL UTIL COOP - 2.9 | $49,903 | $51,807 |
| NEXTERA ENERGY - 1.900% - 06/1 | $33,797 | $33,671 |
| NORFOLK SOUTHERN CORP - 3.850% | $53,359 | $52,391 |
| NORTHROP GRUMMAN CORP - 2.930% | $95,804 | $104,207 |
| PHILIP MORRIS INTL INC NOTE - | $19,926 | $19,287 |
| PROCTER & GAMBLE - 2.800% - 03 | $39,899 | $42,326 |
| REALTY INCOME CORP NOTE - 4.87 | $64,054 | $61,910 |
| ROPER TECHNOLOGIES INC - 3.125 | $61,718 | $60,886 |
| ROYAL BANK OF CANADA - 4.650% | $35,144 | $33,286 |
| ROYAL BK SCDTLND GRP PLC 6.0% | $56,928 | $54,344 |
| ROYALTY PHARMA PLC - 1.750% - | $35,095 | $35,394 |
| RYDER SYS RYDER SYS MTN BE CAL | $74,798 | $76,950 |
| S&P GLOBAL INC - 4.000% - 06/1 | $128,989 | $135,293 |
| SCHWAB CHARLES CORP NOTE CALL | $94,884 | $92,692 |
| SHIRE ACQUISITIONS - 3.200% - | $82,278 | $79,594 |
| SOUTHERN CO - 3.250% - 07/01/2 | $43,480 | $42,336 |
| SPECTRA ENERGY PARTNER - 3.500 | $73,130 | $78,871 |
| STARBUCKS CORP - 3.100% - 03/0 | $74,976 | $76,791 |
| SUMITOMO MITSUI FINANCIAL - 3. | $60,847 | $58,936 |
| SUMITOMO MITSUI FINANCIAL GROU | $33,908 | $32,152 |
| SYNCHRONY FINANCIAL - 4.500% - | $50,679 | $48,640 |
| T MOBILE USA - 3.750% - 04/15/ | $55,652 | $54,179 |
| TELEDYNE TECHNOLOGIES INC - 2. | $31,236 | $31,012 |
| TOTAL CAPITAL - 2.700% - 01/25 | $121,795 | $127,567 |
| TOYOTA MOTOR CORP - 0.681% - 0 | $40,000 | $39,768 |
| TRANSCANADA PIPELINE - 4.250% | $31,394 | $31,247 |
| U.S. BANCORP - 1.450% - 05/12/ | $94,891 | $95,431 |
| V F CORP - 2.050% - 04/23/2022 | $26,995 | $27,137 |
| VERIZON - 0.750% - 03/22/2024 | $39,998 | $39,843 |
| VERIZON - 3.000% - 03/22/2027 | $48,389 | $47,551 |
| VODAFONE GROUP PLC - 4.375% - | $80,384 | $78,824 |
| VOYA FINL INC NOTE - 3.650% - | $150,247 | $161,554 |
| WELLS FARGO &CO - 3.196% - 06/ | $63,443 | $63,287 |
| WELLS FARGO CO - 4.100% - 06/0 | $28,781 | $27,148 |
| XILINX INC NOTE - 2.950% - 06/ | $95,959 | $103,498 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $29,230 | $47,633 |
| ALPHABET INC CL A | $65,106 | $139,058 |
| AMAZON COM | $93,390 | $116,702 |
| AON PLC CL A | $16,954 | $26,750 |
| ASTRAZENECA | $27,533 | $28,310 |
| AUTOMATIC DATA PROCESSING INC | $19,395 | $33,781 |
| BOSTON SCIENTIFIC | $28,063 | $30,756 |
| CHARLES SCHWAB CORP | $80,871 | $89,651 |
| FISERV INC | $25,691 | $24,391 |
| FLEETCOR TECHNOLGIES INC | $41,404 | $36,710 |
| GLOBAL PAYMENTS INC | $38,135 | $30,010 |
| GOLDMAN SACHS SMALL CAP EQUITY | $857,695 | $983,386 |
| INTUIT | $22,598 | $53,387 |
| JOHCM INTERNATIONAL SELECT FUN | $1,022,082 | $1,297,737 |
| KEURIG DR PEPPER INC | $24,618 | $26,318 |
| LINDE PLC COM | $34,073 | $37,761 |
| MASTERCARD INC | $28,653 | $33,057 |
| META PLATFORMS INC | $73,460 | $110,659 |
| MICROSOFT CORP | $96,955 | $182,958 |
| MONSTER BEVERAGE CORP | $32,224 | $41,681 |
| NETFLIX INC | $46,963 | $54,220 |
| NEUROCRINE BIOSCIENCES, INC | $28,411 | $25,210 |
| NVIDIA CORP | $23,868 | $52,940 |
| PAYPAL HOLDINGS, INC | $50,859 | $72,415 |
| SPDR S&P 500 ETF TRUST | $4,047,485 | $6,562,521 |
| UNITED PARCEL SERVICE | $37,265 | $42,868 |
| UNITEDHEALTH GROUP INC | $27,706 | $44,188 |
| VANGUARD FTSE EMERGING MARKETS | $748,145 | $895,226 |
| VISA INC | $38,492 | $47,243 |
| ZOETIS INC | $16,042 | $30,260 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCESS VENTURE PARTNERS FUND I | $24,374 | $293,764 |
| ACCESS VENTURE PARTNERS III LP | $541,709 | $2,546,686 |
| ACCESS VENTURE PARTNERS IV LP | $707,862 | $1,113,615 |
| ARES SPECIAL OPPORTUNITIES ACC | $757,505 | $1,137,056 |
| BROAD ST RE CREDIT PTNRS II OF | $30,000 | $122,317 |
| CUSTODIA BANK, INC | $249,998 | $249,998 |
| GLOBAL LONG SHORT PARTNERS OFF | $19,728 | |
| GOLDMAN SACHS RENEWABLE POWER | $720,508 | $973,590 |
| GS CAPITAL PARTNERS VI PARALLE | $103,405 | $76,681 |
| KKR PRINCIPAL OPPORTUNITIES AC | $0 | $1,391,651 |
| LIBERTY HARBOR SPV II, LTD. | $89,152 | $0 |
| MATISSE ABSOLUTE RETURN FUND L | $1,596,446 | $313,405 |
| MCAR 2008 OFFSHORE FUND LIMITE | $16,477 | $6,450 |
| SILVER POINT DISTRESSED OPP AC | $676,089 | $1,140,817 |
| VINTAGE R E PTNS II INTL OFFSH | $187,873 | $337,926 |
| VINTAGE VII OFFSHORE SCSP | $555,768 | $1,320,013 |
| WHITEHALL PARALLEL GLOBAL RE L | $181,098 | $4,543 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| FURNITURE & FIXTUR | $24,590 | $24,590 | $0 | |
| ELKHORN CREEK | $765,000 | $180,000 | $765,000 |
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 (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $45,890 | $45,890 | |
| Bank Charges | $38 | $38 | |
| Equipment/Furniture Purchase | $2,173 | $2,173 | |
| Foundation Dues & Memberships | $3,115 | $3,115 | |
| ADVERTISING EXPENSE | $125 | $125 | |
| Indemnification Insurance | $3,257 | $3,257 | |
| K-1 Exp ACCESS VENTURE PARTNER | $1,908 | $1,907 | |
| K-1 Exp ACCESS VENTURE PARTNER | $17,664 | $17,664 | |
| K-1 Exp ACCESS VENTURE PARTNER | $26,287 | $26,286 | |
| K-1 Exp GS CAPITAL PARTNERS VI | $583 | $583 | |
| K-1 Exp MATISSE ABSOLUTE RETUR | $18,906 | $18,906 | |
| K-1 Exp WHITEHALL PARALLEL GLO | $1,283 | $1,282 | |
| ANNUAL CREDIT CARD FEES | $300 | $300 | |
| Office Supplies | $598 | $598 | |
| Postage/Delivery Service | $188 | $188 | |
| INSURANCE PREMIUMS | $1,843 | $1,843 | |
| State or Local Filing Fees | $50 | $50 | |
| Website Hosting/Support | $453 | $453 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ACCESS VENTURE PARTNERS FUND II LP | $1,788 | $1,788 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS III LP | $549 | $549 |
| K-1 Inc/Loss ACCESS VENTURE PARTNERS IV LP | $51 | $51 |
| K-1 Inc/Loss GS CAPITAL PARTNERS VI PARALLEL, L.P. | $1,940 | $1,940 |
| K-1 Inc/Loss WHITEHALL PARALLEL GLOBAL RE LP 2007 | $58 | $3 |
| Class Action Lawsuit Proceeds | $1,762 | $1,762 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHOLDINGS | Desc |
| BOY Book Value | $1,560 | BOYBookValueAmt |
| EOY Book Value | $1,560 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $55,983 | Amt |
| Net Investment Income | $55,983 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SKMRT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Susan McMurry PO Box 2302 | AddressLine1Txt |
| City | Casper | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $26,400 | |
| 990-PF Excise Tax for 2020 | $4,702 | |
| Foreign Tax Paid | $63 | $63 |