TRUECOS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUECOS FOUNDATION (EIN 46-6471942)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202243189349101804
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:55:29-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466471942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUECOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 3072379301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L TRUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3072379301 | PhoneNum |
| Signature | 2022-10-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | TRUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,311,418 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $324,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,734 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $197,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,746 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,694 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,899 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $274,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,308 | CashBOYAmt |
| Cash EOY | $2,309 | CashEOYAmt |
| Cash EOYFMV | $2,309 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $226,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,780 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,067,982 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $974,195 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $933,225 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,376,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,538,077 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,694,441 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $681,631 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $700,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $615,317 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $642 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,357,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,280,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,311,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,357,292 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,280,844 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,357,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,280,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,357,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,280,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,357,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,280,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,280,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $200,000 | $198,299 | $1,701 | $1,701 | |
| CAPITAL GAINS DIVIDENDS | $124,033 | $124,033 | $124,033 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,694 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,694 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,346 | OverpaymentAmt |
| Applied To ES Tax | $680 | AppliedToESTaxAmt |
| Refund | $666 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | H A TRUE III DAVID L TRUE | IndividualWithBooksNm |
| Phone | 3072379301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N POPLAR | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| H A TRUE III | ||||||||
| PO BOX 2360 | CASPER | WY | 82602 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID L TRUE | ||||||||
| PO BOX 2360 | CASPER | WY | 82602 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,703,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,346 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,834,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,834,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,777,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,694 | TotalTaxAmt |
| Distributable Before Adj | $186,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,167 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,601 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $140,592 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,431 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $383,679 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,167 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $465,113 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $465,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $140,592 | ExcessFromYear3Amt |
| Excess From Year2 | $62,431 | ExcessFromYear2Amt |
| Excess From Year1 | $180,656 | ExcessFromYear1Amt |
| Excess From Current Year | $81,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H A TRUE III | ContributingManagerNm |
| Contributing Manager | DAVID L TRUE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H A TRUE III DAVID L TRUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2360 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072379301 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH SUFFICIENT INFORMATION INCLUDED TO SUPPORT THAT THE APPLICANT MEETS RESTRICTIONS SET OUT IN (D) BELOW, ALSO SEE ATTACHED SCHEDULE I FOR SCHOLARSHIP APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE PURPOSE OF THE FOUNDATION IS TO UTILIZE INCOME AND SUCH PORTIONS OF THE PRINCIPAL AS THE TRUSTEES DEEM APPROPRIATE EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCURACY IN MEDIA | ||||||
| PO BOX 5647 | DERWOOD | MD | 20855 | PUBLIC CHARITY | TO MONITOR THE ACCURACY OF NEWS REPORTING ACTIVITIES BY THE MEDIA, PROMOTE ACCURACY, FAIRNESS AND BALANCE IN NEWS REPORTING | $200 |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CONDUCTS ORIGINAL RESEARCH ON THE WORLD ECONOMY, U.S. FOREIGN POLICY AND INTERNATIONAL SECURITY AND DOMESTIC POLITICAL AND SOCIAL ISSUES | $3,000 |
| BELMONT UNIVERSITY | ||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | PUBLIC CHARITY | TO PROVIDE AN ACADEMICALLY CHALLENGING EDUCATION AND TO BRING TOGETHER THE BEST OF LIBERAL ARTS AND PROFESSIONAL EDUCATION IN A CHRISTIAN COMMUNITY OF LEARNING AND SERVICE. | $2,000 |
| BISMARCK STATE COLLEGE | ||||||
| PO BOX 5587 | BISMARCK | ND | 58506 | PUBLIC CHARITY | OFFERS HIGH QUALITY EDUCATION, WORKFORCE TRAINING, AND ENRICHMENT PROGRAMS REACHING LOCAL AND GLOBAL COMMUNITIES | $2,000 |
| CAPITAL RESEARCH CENTER | ||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | TO PROMOTE A BETTER UNDERSTANDING OF CHARITY AND PHILANTHROPY, TO SUPPORT THE PRINCIPLES OF INDIVIDUAL LIBERTY, A FREE MARKET ECONOMY AND LIMITED CONSTITUTIONAL GOVERNMENT: THESE ARE THE CORNERSTONES OF AMERICAN SOCIETY | $1,000 |
| CASPER COLLEGE FOUNDATION | ||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | PUBLIC CHARITY | TO ENHANCE THE EDUCATIONAL OPPORTUNITIES AND ENVIRONMENT AT CASPER COLLEGE | $46,834 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||
| 13123 EAST 16TH STREET | AURORA | CO | 80045 | PUBLIC CHARITY | TO EDUCATE AND ENGAGE WITH THE COMMUNITY ON THE HOSPITAL'S BEHALF, TO FUNDRAISE FOR THE HOSPITAL AND TO STEWARD FUNDS RAISED FOR CHILDREN AND FAMILIES WHO NEED CHILDREN'S HOSPITAL COLORADO | $4,000 |
| COWBOY JOE CLUB INC | ||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | PUBLIC CHARITY | ADVANCE ATHLETICS AT THE UNIVERSITY OF WYOMING IN ALL ITS ACCREDITED UNDERTAKINGS, FUNCTIONS AND PROGRAMS BY PROVIDING FINANCIAL SUPPORT TO THE UNIVERSITY, IT'S FACULTY AND/OR STAFF AS DETERMINED BY THE BOARD OF DIRECTORS | $5,000 |
| GILLETTE COLLEGE FOUNDATION | ||||||
| 300 W SINCLAIR | GILLETTE | WY | 82718 | PUBLIC CHARITY | ENHANCE THE OFFERINGS AND OPERATIONS OF THE GILLETTE CAMPUS, PROVIDE FUNDING FOR SPECIFIC PROJECTS THAT SUPPORT THE GILLETTE CAMPUS INCLUDING STUDENT AID, EQUIPMENT, AND FACILITIES | $2,000 |
| GOTTSCHE FOUNDATION | ||||||
| 148 E ARAPAHOE ST | THERMOPOLIS | WY | 82443 | PUBLIC CHARITY | PROVIDES DIAGNOSIS AND TREATMENT OF CRIPPLING CONDITIONS FOR CHILDREN AND ADULTS | $15,000 |
| MEDIA INSTITUTE | ||||||
| 2300 CLARENDON BLVD NO 602 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TO FOSTER FREEDOM OF SPEECH, A COMPETITIVE MEDIA AND COMMUNICATIONS INDUSTRY, AND EXCELLENCE IN JOURNALISM | $750 |
| MEDIA RESEARCH CENTER | ||||||
| 1900 CAMPUS COMMONS DR 6TH FLOOR | RESTON | VA | 20191 | PUBLIC CHARITY | BRING BALANCE TO THE NEWS MEDIA | $300 |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||
| 2596 S LEWIS WAY | LAKEWOOD | CO | 80227 | PUBLIC CHARITY | PROVIDE HIGH-QUALITY, EFFECTIVE LEGAL REPRESENTATION FOR THOSE WHO SHARE OUR COMMITMENT TO FIGHT FOR THE RIGHT TO OWN AND USE PROPERTY, LIMITED AND ETHICAL GOVERNMENT, INDIVIDUAL LIBERTY, AND THE FREE ENTERPRISE SYSTEM | $25,000 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| PO BOX 31356 | TAMPA | FL | 33631 | PUBLIC CHARITY | PROVIDE THE HIGHEST QUALITY CARE TO CHILDREN WITH NEUROMUSCULOSKELETAL CONDITIONS, BURN INJURIES AND OTHER SPECIAL HEALTHCARE NEEDS WITHIN A COMPASSIONATE, FAMILY-CENTERED AND COLLABORATIVE CARE ENVIRONMENT, PROVIDE FOR THE EDUCATION OF PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS, CONDUCT RESEARCH TO DISCOVER NEW KNOWLEDGE THAT IMPROVES THE QUALITY OF CARE AND QUALITY OF LIFE OF CHILDREN AND FAMILIES | $2,000 |
| TEACHING AMERICAN CITIZENSHIP TO TEENAGERS FUND | ||||||
| PO BOX 153 | EAST PETERSBURG | PA | 17520 | PUBLIC CHARITY | REACH AND TEACH THE FUNDAMENTAL FACTS, PRINCIPLES AND VALUES OF THE CONSTITUTIONAL REPUBLIC CREATED BY THE FOUNDERS OF THE UNITED STATES OF AMERICA | $500 |
| UNITED WAY OF NATRONA COUNTY | ||||||
| 350 BIG HORN RD 100 | CASPER | WY | 82601 | PUBLIC CHARITY | IMPROVES LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY | $126,417 |
| UNIVERSITY OF MARY | ||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PUBLIC CHARITY | TO SERVE THE RELIGIOUS, ACADEMIC AND CULTURAL NEEDS OF THE PEOPLE IN BISMARCK AND BEYOND | $2,000 |
| UNIVERSITY OF PROVIDENCE | ||||||
| 1801 LIND AVE SW ATTN TAX DEPT | RENTON | WA | 98057 | PUBLIC CHARITY | TO EXPRESS GOD'S HEALING LOVE, WITNESSED THROUGH THE MINISTRY OF JESUS, AND TO BE STEADFAST IN SERVING ALL, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE | $2,000 |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||
| 222 S 22ND STREET | LARAMIE | WY | 82070 | PUBLIC CHARITY | TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING | $14,500 |
| WESTERN STOCK SHOW ASSOCIATION SCHOLARSHIP TRUST | ||||||
| 4655 HUMBOLDT STREET | DENVER | CO | 80216 | PUBLIC CHARITY | PROMOTE THE DEVELOPMENT OF YOUTH INTEREST IN WORKING IN AGRICULTURE AND LIVESTOCK PRODUCTION | $6,600 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | TO HONOR AND EMPOWER WOUNDED WARRIORS | $3,000 |
| WYOMING STATE 4-H FOUNDATION | ||||||
| 1000 E UNIVERSITY DEPT 3354 | LARAMIE | WY | 82071 | PUBLIC CHARITY | PROMOTE 4-H ACTIVITIES ON THE STATE & LOCAL LEVEL | $2,500 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DR 600 | RESTON | VA | 20191 | PUBLIC CHARITY | ENSURE THAT INCREASING NUMBERS OF YOUNG AMERICANS UNDERSTAND AND ARE INSPIRED BY THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE AND TRADITIONAL VALUES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,601 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,734 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $197,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,746 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INVESTMENT GRADE PORTFOLIO | $155,404 | $134,501 |
| FEDERATED HERMES OPPOR HIGH YIELD BND I #77 | $104,864 | $88,107 |
| HARBOR BOND FUND CL R | $52,640 | $45,686 |
| PIMCO LOW DURATION INSTL FD #36 | $77,450 | $71,904 |
| PIMCO TOTAL RETURN INSTL #35 | $104,886 | $90,413 |
| VANGUARD INTERMED-TERM BD INDX #5314 ADM | $103,388 | $90,038 |
| VANGUARD SHORT-TERM BOND INDX ADM #5132 | $101,505 | $94,668 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN MID CAP ADVISOR | $141,296 | $108,196 |
| CONESTOGA SMALL CAP FUND INSTL | $10,734 | $10,594 |
| DODGE & COX INTERNATIONAL STOCK #1048 | $95,923 | $106,492 |
| DODGE & COX STOCK FUND #145 | $199,088 | $264,643 |
| FRANKLIN SMALL CAP VALUE | $72,050 | $70,608 |
| HARBOR CAPITAL APPRECIATION CL R | $184,563 | $171,573 |
| T ROWE PRICE EQUITY INCOME I CLASS | $200,271 | $211,075 |
| T ROWE PRICE GROWTH STOCK INSTL | $148,904 | $180,487 |
| T ROWE PRICE NEW HORIZONS INSTL | $101,758 | $68,464 |
| VANGUARD 500 INDEX ADMIRAL #540 | $112,475 | $208,420 |
| VANGUARD MID CAP VALUE INDEX ADMIRAL #5835 | $59,757 | $67,830 |
| VANGUARD MID-CAP INDEX FUND ADMIRAL #5859 | $76,870 | $89,551 |
| VANGUARD SELECTED VALUE FUND | $106,753 | $106,770 |
| VANGUARD SMALL-CAP INDEX FD ADMIRAL #548 | $10,387 | $12,163 |
| VANGUARD TOTAL INTL STOCK INDEX ADM #569 | $17,248 | $17,575 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $974,195 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $933,225 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES RECEIVABLE | Desc |
| BOY Book Value | $642 | BOYBookValueAmt |
| EOY Book Value | $1,346 | EOYBookValueAmt |
| EOYFMV | $1,346 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST DEPARTMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,899 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,899 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,694 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |