KIM & JODY BROWN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KIM & JODY BROWN FAMILY FOUNDATION (EIN 46-1474327)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202041769349100919
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T11:05:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES H HELM CPA | PreparerPersonNm |
| PTIN | P00348085 | PTIN |
| Phone | 3073674468 | PhoneNum |
| Preparation | 2020-06-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.91.63.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 11:05:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E3A992A0AE44EB5225038F445EA2279A59ED9625 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73F00E5B883A7C7159F6C6F8C79935BBB1DFD4AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,592,476 | 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 | $14 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $677,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $284,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,985 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,421 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,421 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,003 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $386 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $386 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,999 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,999 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,983 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $257,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,288 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,840 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,840 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,104,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,106,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,674,708 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $630,843 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $528,490 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $531,928 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,794,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,038,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,273,712 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,789,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,785,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,592,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,789,812 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,785,501 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,789,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,789,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,785,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,789,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,310 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,785,502 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,785,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2019-04-22 | 2019-10-16 | $5,199 | $5,380 | -$181 | -$181 |
| PUBLICLY TRADED SECURITIES WFA 3100 | P | $354,030 | $284,925 | $69,105 | $69,105 | ||
| PUBLICLY TRADED SECURITIES WFA 3100 | P | 2011-11-11 | 2019-12-20 | $10,389 | $7,704 | $2,685 | $2,685 |
| PUBLICLY TRADED SECURITIES WFA 4108 | P | 2019-11-20 | 2019-12-23 | $239,000 | $239,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,553 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$181 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $255,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,242,048 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048734 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $240,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,223,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $231,533 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,785,385 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048383 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $272,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,928,623 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $242,217 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,375,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045058 | DistributionYr5Rt |
| Total Distribution | 0.243425 | TotalDistributionRt |
| Average Distribution | 0.048685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,194,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $252,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,530 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,307 | 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 | $2,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,530 | SubtotalAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $310 | OverpaymentAmt |
| Applied To ES Tax | $310 | 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 | ||||||||
| 4711 PARDEE ROAD | WEBBERVILLE | MI | 48892 | VICE PRES | 1.00 | $0 | $0 | $0 |
| MORGAN GIOCELEA | ||||||||
| PO BOX 34 | 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 | $5,088,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,520 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,273,942 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,273,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,194,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,530 | TotalTaxAmt |
| Distributable Before Adj | $257,212 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,212 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,212 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,307 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $257,307 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,530 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $254,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $256,675 | UndistributedIncomePYAmt |
| Qualifying Distributions | $257,307 | QualifyingDistributionsAmt |
| Applied To Year1 | $256,675 | AppliedToYear1Amt |
| Applied To Current Year | $632 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $256,580 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||
| 2232 DELL RANGE ROAD | CHEYENNE | WY | 82009 | CHARITABLE PURPOSE FUNDING | $1,000 |
| BIG SANDY CLINIC | |||||
| PO BOX 359 | FARSON | WY | 82932 | CHARITABLE PURPOSE FUNDING | $32,500 |
| BOWLS OF SHARING | |||||
| PO BOX 263 | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 |
| CHILD DEVELOPMENT CENTER | |||||
| 1715 HITCHING POST | GREEN RIVER | WY | 82935 | CHARITABLE PURPOSE FUNDING | $8,000 |
| 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 | $6,000 |
| HOSPICE OF SWEETWATER COUNTY | |||||
| 333 BROADWAY SUITE 220 | ROCK SPRINGS | WY | 82932 | 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 |
| PRIMARY CHILDREN'S HOSPITAL | |||||
| 100 N MARIO CAPECCHI DR | SALT LAKE CITY | UT | 84158 | CHARITABLE PURPOSE FUNDING | $25,000 |
| RAY LAVATO RECYCLING CENTER | |||||
| 220 B STREET | ROCK SPRINGS | WY | 82902 | CHARITABLE PURPOSE FUNDING | $20,000 |
| RONALD MCDONALD HOUSE | |||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | CHARITABLE PURPOSE FUNDING | $30,000 |
| WYOMING AG IN THE CLASSROOM | |||||
| PO BOX 347 | CHEYENNE | WY | 82003 | CHARITABLE PURPOSE FUNDING | $52,000 |
| WYOMING COMMUNITY FOUNDATION | |||||
| 1472 N 5TH 201 | LARAMIE | WY | 82072 | CHARITABLE PURPOSE FUNDING | $45,000 |
| WYOMING HUMANITIES COUNCIL | |||||
| 1315 E LEWIS STREET | LARAMIE | WY | 82072 | CHARITABLE PURPOSE FUNDING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $284,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,999 | 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 | $1,421 | Amt |
| Disbursements Charitable Prps | $1,421 | 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 | $528,490 | EOYBookValueAmt |
| EOYFMV | $531,928 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO ACCOUNT 3100 | StockNm |
| EOY Book Value | $1,106,475 | EOYBookValueAmt |
| EOYFMV | $1,674,708 | EOYFMVAmt |
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 | $493,425 | $535,765 |
| WELLS FARGO ACCOUNT 4108 | AT COST | $2,544,983 | $2,737,947 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CORRECTIONS INVESTMENT STMTS | -$3,020 | -$3,020 |
| INVESTMENT FEES | $28,019 | $28,019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID WFA 3100 | $2,608 | $2,608 |
| FOREIGN TAX PAID WFA 4108 | $1,589 | $1,589 |
| INCOME TAX | $2,806 | $2,806 |