THE RAY & KAY LITTLER TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE RAY & KAY LITTLER TRUST (EIN 83-0320342)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202121379349102732
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T17:40:22-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823848283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828341814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830320342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITT -THE RAY AND KAY LITTLER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 3076847867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GL GODDARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3076847867 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLEY J PEARSON | PreparerPersonNm |
| PTIN | P00447440 | PTIN |
| Phone | 3072789075 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,019,720 | 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 | $39 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,230 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,230 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,000 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $5 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $54,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,274 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,050 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $256 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $256 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $86 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,050 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,050 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,224 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,340 | CashBOYAmt |
| Cash EOY | $5,756 | CashEOYAmt |
| Cash EOYFMV | $5,756 | CashEOYFMVAmt |
| Corporate Stock BOY | $621,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $620,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,013,964 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $623,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $626,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,720 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $623,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $626,153 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $623,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $626,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $623,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $626,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $623,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,285 | ExcessRevenueOverExpensesAmt |
| Subtotal | $626,269 | SubtotalAmt |
| Other Decreases | $116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $626,153 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,774 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,007,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,372 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,004,858 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,402 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $898,351 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $833,530 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,989 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $885,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046272 | DistributionYr5Rt |
| Total Distribution | 0.247021 | TotalDistributionRt |
| Average Distribution | 0.049404 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,020,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,462 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $142 | SubtotalAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $142 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072789075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DD OSBORN | ||||||||
| 77 ROBINSON CANYON ROAD | BUFFALO | WY | 82834 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| GL GODDARD | ||||||||
| 412 N MAIN STREET | BUFFALO | WY | 82834 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| MICHEAL R JOHNSON | ||||||||
| 2533 YEARLING ST | LAKEWOOD | CA | 90712 | TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| THOMAS BERRY | ||||||||
| PO BOX 172 | BUFFALO | WY | 82834 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,032,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,036,336 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,036,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,020,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142 | TotalTaxAmt |
| Distributable Before Adj | $50,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,462 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,462 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,028 | UndistributedIncomePYAmt |
| Qualifying Distributions | $51,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,028 | AppliedToYear1Amt |
| Applied To Current Year | $26,434 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,464 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GL GODDARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 N MAIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3076849595 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DEMONSTRATING FINANCIAL NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ON OR AROUND MARCH 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS SERVING JOHNSON COUNTY, WY AND RESIDENTS OF JOHNSON COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | ||||||||
| 58 N ADAMS | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR OPERATIONS | $7,500 | |
| BREAD OF LIFE FOOD PANTRY | ||||||||
| PO BOX 909 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FOOD TO INDIVIDUALS IN NEED | $10,000 | |
| BUFFALO CHILDREN'S CENTER | ||||||||
| PO BOX 238 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE CHILDCARE SUPPLIES | $1,320 | |
| BUFFALO LIONS CLUB | ||||||||
| PO BOX 64 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR ORG OPERATIONS | $750 | |
| BUFFALO SENIOR CENTER | ||||||||
| PO BOX 941 | BUFFALO | WY | 82834 | NONE | NONE | SUPPORT SERVICES FOR SENIORS | $6,000 | |
| CUB SCOUT PACK 2415 | ||||||||
| 990 N ADAMS AVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR SCOUT ACTIVITIES | $2,500 | |
| FAMILY CRISIS CENTER | ||||||||
| PO BOX 1001 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT AND SUPPLIES | $3,000 | |
| JOHNSON COUNTY ADULT SPECIAL | ||||||||
| PO BOX 400 | BUFFALO | WY | 82834 | NONE | NONE | GRANT TO SUPPORT TRAVEL & ACTIVITY | $2,000 | OLYMPICS TEAM |
| JOHNSON COUNTY YMCA | ||||||||
| PO BOX 95 | BUFFALO | WY | 82834 | NONE | NONE | ASSIST WITH MEMBERSHIP PROGRAM | $4,000 | |
| LEARNING TREE PRESCHOOL | ||||||||
| 820 W FETTERMAN ST | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT & SUPPLIES | $2,100 | |
| PARENTS HELPING PARENTS | ||||||||
| 238 N MAIN STREET 5 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE OPERATING FUNDS | $1,000 | |
| ST FRANCIS ANIMAL SHELTER | ||||||||
| 109 FLATIRON DRIVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE CARE FOR ANIMALS IN NEED | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,792 | ExclusionAmt |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,797 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN THE STATE OF WYOMING | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY INT'L GROWTH FUND | 2015-03 | PURCHASE | 2019-04 | $6,000 | $5,072 | $928 |
| FIDELITY MID CAP INDEX FUND | 2013-01 | PURCHASE | 2019-04 | $6,000 | $3,611 | $2,389 |
| FIDELITY SMALL CAP INDEX FUND | 2013-01 | PURCHASE | 2019-04 | $6,000 | $4,489 | $1,511 |
| FIDELITY 500 INDEX FUND | PURCHASE | 2019-04 | $24,000 | $13,629 | $10,371 | |
| FIDELITY 500 INDEX FUND | 2008-08 | PURCHASE | 2020-05 | $44,000 | $19,676 | $24,324 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $620,397 | EOYBookValueAmt |
| EOYFMV | $1,013,964 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYMENTS | Desc |
| Amt | $116 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POST OFFICE BOX RENTAL | $76 | $76 |
| SAFETY DEPOSIT BOX RENTAL | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5 | AdjustedNetIncomeAmt |