KIM & JODY BROWN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KIM & JODY BROWN FAMILY FOUNDATION (EIN 46-1474327)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-15
- IRS object ID
- 202111059349100221
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-15T10:58:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452402433 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES H HELM INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1059 | AddressLine1Txt |
| City | PINEDALE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 829411059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461474327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM & JODY BROWN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIM& | BusinessNameControlTxt |
| Phone | 3072739591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 162 | AddressLine1Txt |
| City | FARSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM R BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072739591 | PhoneNum |
| Signature | 2021-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES H HELM CPA | PreparerPersonNm |
| PTIN | P00348085 | PTIN |
| Phone | 3073674468 | PhoneNum |
| Preparation | 2021-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,873,100 | 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 | $612 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $110,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$36,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,784,697 | GrossSalesPriceAmt |
| Total Rev And Expnss | $74,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,384 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,572 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,572 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,581 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $368 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $368 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,417 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $109,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299,460 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,840 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,106,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,114,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,834,325 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $528,490 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $555,529 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $576,644 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,038,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,610,809 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,159,871 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,785,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,583,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,873,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,785,501 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,583,291 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,785,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,583,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,785,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,583,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,785,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,210 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,583,291 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,583,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES WFA 3100 | P | 2020-03-04 | 2020-12-14 | $37,715 | $37,897 | -$182 | -$182 |
| PUBLICLY TRADED SECURTIES WFA 3100 | P | $792,316 | $822,640 | -$30,324 | -$30,324 | ||
| PUBLICLY TRADED SECURITIES WFA 3100 | P | $13,653 | $17,875 | -$4,222 | -$4,222 | ||
| PUBLICLY TRADED SECURITIES WFA 4108 | P | $545,000 | $545,000 | ||||
| PUBLICLY TRADED SECURITIES WFA 4108 | P | $352,881 | $398,053 | -$45,172 | -$45,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$36,768 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$182 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,298 | SubtotalAmt |
| Tax Based On Investment Income | $1,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,502 | OverpaymentAmt |
| Applied To ES Tax | $1,502 | 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 |
| 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 | KIM R BROWN | IndividualWithBooksNm |
| Phone | 3072739591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 129 | AddressLine1Txt |
| City | FARSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82932 | 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 |
|---|---|---|---|---|---|---|---|---|
| KIM R BROWN | ||||||||
| PO BOX 129 | FARSON | WY | 82932 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| JEREMY BROWN | ||||||||
| PO BOX 134 | FARSON | WY | 82932 | VICE PRES | 1.00 | $0 | $0 | $0 |
| MORGAN GIOCELEA | ||||||||
| PO BOX 325 | FARSON | WY | 82932 | SECRETARY | 1.00 | $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 | $5,088,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,820 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,264,419 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,264,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,185,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,298 | TotalTaxAmt |
| Distributable Before Adj | $257,975 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,975 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $259,440 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $259,440 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $256,580 | UndistributedIncomePYAmt |
| Qualifying Distributions | $259,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $256,580 | AppliedToYear1Amt |
| Applied To Current Year | $2,860 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $255,115 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIM BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 129 | AddressLine1Txt |
| City | FARSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3072739591 | RecipientPhoneNum |
| Recipient Email Address | KIM@PREMIERPOWERPLANTS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION FOR APPEALS AVAILABLE ON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE FOR SUBMISSION. CONSIDERED AS RECEIVED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 2232 DELL RANGE ROAD | CHEYENNE | WY | 82009 | CHARITABLE PURPOSE FUNDING | $2,500 | |
| BIG SANDY MEDICAL CLINIC | ||||||
| PO BOX 359 | FARSON | WY | 82932 | CHARITABLE PURPOSE FUNDING | $35,000 | |
| BLUEGRASS BAPTIST CHURCH | ||||||
| PO BOX 1098 | GEORGETOWN | KY | 40324 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| CLIMB WYOMING | ||||||
| 217 SOUTH 1ST STREET | LARAMIE | WY | 82070 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| COWBOYS AGAINST CANCER | ||||||
| 1893 DEWAR DRIVE | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| DANIEL COMMUNITY CENTER | ||||||
| 18 SCHOOL HOUSE LANE | DANIEL | WY | 83115 | CHARITABLE PURPOSE FUNDING | $3,000 | |
| FOOD BANK OF SWEETWATER COUNTY | ||||||
| 90 CENTER STREET | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $2,500 | |
| HOSPICE OF SWEETWATER COUNTY | ||||||
| 333 BROADWAY SUITE 220 | ROCK SPRINGS | WY | 82932 | CHARITABLE PURPOSE FUNDING | $5,000 | |
| JASON'S FRIENDS FOUNDATION | ||||||
| 340 WEST B STREET STE 101 | CASPER | WY | 82601 | CHARITABLE PURPOSE FUNDING | $5,000 | |
| KD FOUNDATION | ||||||
| 904 SILLWATER | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 | |
| KICKIN' CANCER | ||||||
| PO BOX 687 | PINEDALE | WY | 82941 | CHARITABLE PURPOSE FUNDING | $6,000 | |
| NATIONAL CHILD SAFETY COUNCIL | ||||||
| PO BOX 1368 | JACKSON | MI | 49204 | CHARITABLE PURPOSE FUNDING | $1,000 | |
| NATIONAL HAY ASSOCIATION | ||||||
| 4735 MASSILLON ROAD | GREEN | OH | 44232 | CHARITABLE PURPOSE FUNDING | $5,000 | UNIT 769 |
| PRIMARY CHILDREN'S HOSPITAL | ||||||
| 100 N MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84158 | CHARITABLE PURPOSE FUNDING | $5,000 | |
| RAY LAVATO RECYCLING CENTER | ||||||
| 220 B STREET | ROCK SPRINGS | WY | 82902 | CHARITABLE PURPOSE FUNDING | $15,000 | |
| RONALD MCDONALD HOUSE | ||||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | CHARITABLE PURPOSE FUNDING | $30,000 | |
| SWEETWATER COUNTY CHILD DEVELOPMENT | ||||||
| 1715 HITCHING POST | GREEN RIVER | WY | 82935 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| SWEETWATER FAMILY RESOURCE CENTER | ||||||
| 756 PILOT BUTTE AVE | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $2,500 | |
| WWCC FOUNDATION | ||||||
| PO BOX 428 | ROCK SPRINGS | WY | 82902 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| WYOMING AG IN THE CLASSROOM | ||||||
| PO BOX 347 | CHEYENNE | WY | 82003 | CHARITABLE PURPOSE FUNDING | $10,000 | |
| WYOMING COMMUNITY FOUNDATION | ||||||
| 1472 N 5TH 201 | LARAMIE | WY | 82072 | CHARITABLE PURPOSE FUNDING | $70,000 | |
| YWCA OF SWEETWATER COUNTY | ||||||
| 1035 JACKSON STREET | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$36,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,228 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,572 | Amt |
| Disbursements Charitable Prps | $1,572 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ATTORNEY GENERAL OF THE STATE OF WYOMING DOES NOT ACCEPT SUCH FILINGS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO ACCOUNT 3100 | BondNm |
| EOY Book Value | $555,529 | EOYBookValueAmt |
| EOYFMV | $576,644 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO ACCOUNT 3100 | $910,146 | $1,604,053 |
| WELLS FARGO ACCOUNT 4108 | $204,547 | $230,272 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO ACCOUNT 3100 | AT COST | $355,998 | $420,588 |
| WELLS FARGO ACCOUNT 4108 | AT COST | $2,254,811 | $2,739,283 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CORRECTIONS INVESTMENT STMTS | -$14,797 | -$14,797 |
| INVESTMENT FEES | $26,214 | $26,214 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID WFA 3100 | $1,548 | $1,548 |
| FOREIGN TAX PAID WFA 4108 | $1,503 | $1,503 |
| INCOME TAX | $2,530 | $2,530 |