DOUBLE 4 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOUBLE 4 FOUNDATION (EIN 27-6378545)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-14
- IRS object ID
- 202503189349101400
- Schema version
- 2024v5.2
- 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
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:28:35-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276378545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUBLE 4 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUB | 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 | 2025-10-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,768,373 | 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 | $152,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,123,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,673 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $721,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $721,879 | 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 | $9,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,590,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,590,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,611,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,590,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$889,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $710,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,551 | CashBOYAmt |
| Cash EOY | $2,821 | CashEOYAmt |
| Cash EOYFMV | $2,821 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,237 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,209,775 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,139,851 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,115,401 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,844,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,019,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,787,053 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $812,354 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $843,447 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $839,016 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,504 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,845 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,845 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,917,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,029,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,768,373 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,887 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,240 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,887 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,240 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,915,636 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,026,321 | 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 | $5,915,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,026,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,917,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,029,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,915,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$889,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,026,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,026,321 | 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 | $3,992,474 | $3,553,784 | $438,690 | $438,690 | |
| CAPITAL GAINS DIVIDENDS | $130,983 | $130,983 | $130,983 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,673 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,640 | 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 | $6,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,240 | TaxDueAmt |
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 | DAVID L AND MELANIE A 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID L TRUE | ||||||||
| PO BOX 2360 | CASPER | WY | 82602 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MELANIE A 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 | $7,030,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,845 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,288,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,288,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,178,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,880 | TotalTaxAmt |
| Distributable Before Adj | $349,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $349,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $349,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,590,203 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,590,203 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $349,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $105,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,447,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,552,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,590,203 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $349,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,241,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,793,692 | 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 | $2,793,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $105,422 | ExcessFromYear2Amt |
| Excess From Year1 | $1,447,137 | ExcessFromYear1Amt |
| Excess From Current Year | $1,241,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID L TRUE | ContributingManagerNm |
| Contributing Manager | MELANIE A TRUE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L MELANIE A 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 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12-24 CLUB INC | ||||||
| 500 S WOLCOTT SUITE 200 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE A MEETING PLACE AND SUPPORT FOR PERSONS IN RECOVERY FROM ALCOHOL AND DRUG ADDICTIONS | $5,000 |
| AMERICANS FOR PROSPERITY FOUNDATION | ||||||
| 1310 N COURTHOUSE RD NO 700 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | EDUCATION OF CITIZENS ABOUT ECONOMIC POLICY AND A RETURN OF FEDERAL GOVERNMENT TO ITS CONSTITUTIONAL LIMITS | $10,000 |
| BUFFALO BILL CENTER OF THE WEST | ||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | PUBLIC CHARITY | TO INSPIRE, EDUCATE, AND ENGAGE GLOBAL AUDIENCES THROUGH AN AUTHENTIC EXPERIENCE WITH THE AMERICAN WEST | $2,000 |
| CASA OF NATRONA COUNTY | ||||||
| 350 BIG HORN RD | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE INDIVIDUALS TO SPEAK FOR THE BEST INTEREST OF CHILDREN REMOVED FROM THEIR HOME DUE TO ABUSE AND NEGLECT AND BROUGHT BEFORE THE COURT | $4,500 |
| CASPER ARTISTS GUILD INC | ||||||
| 321 WEST MIDWEST | CASPER | WY | 82601 | PUBLIC CHARITY | TO NURTURE AND EDUCATE ARTISTS IN WYOMING AS WELL AS TO INCREASE ACCESS TO MEANINGFUL AND EXCITING ARTS EXPERIENCES FOR ALL | $1,000 |
| CASPER COLLEGE FOUNDATION | ||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | PUBLIC CHARITY | TO ENHANCE THE EDUCATIONAL OPPORTUNITIES AND ENVIRONMENT AT CASPER COLLEGE | $500 |
| CASPER FAMILY YMCA | ||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | PUBLIC CHARITY | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $5,000 |
| CATHEDRAL HOME FOR CHILDREN | ||||||
| 4989 N 3RD ST | LARAMIE | WY | 82072 | PUBLIC CHARITY | TO HELP YOUTH & FAMILIES ADDRESS TRAUMA AND FIND SAFETY, SUCCESS, AND PEACE | $2,000 |
| CATHOLIC CHARITIES OF WYOMING | ||||||
| 2121 CAPITOL AVE | CHEYENNE | WY | 82003 | PUBLIC CHARITY | TO FOSTER COMMUNITY ACTION BY CALLING UPON ALL DISCIPLES AND PEOPLE OF GOOD WILL TO JOIN IN COMPASSIONATELY SERVING AND ADVOCATING FOR PERSONS IN NEED | $5,000 |
| CENTRAL WYOMING COUNSELING CENTER | ||||||
| 1430 WILKINS CIRCLE | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE RESIDENTIAL, COMMUNITY, OUTPATIENT SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES | $2,500 |
| CENTRAL WYOMING HOSPICE PROGRAM | ||||||
| 319 S WILSON | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE END OF LIFE CARE FOR INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS | $5,000 |
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | ||||||
| 2020 E 12TH ST | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE PREMIERE, FAMILY-FOCUSED, DEVELOPMENTALLY APPROPRIATE SERVICES FOR CHILDREN, FROM BIRTH TO THE AGE OF 21 | $4,000 |
| CLIMB WYOMING | ||||||
| 951 N POPLAR ST 100 | CASPER | WY | 82601 | PUBLIC CHARITY | FOR LOW-INCOME SINGLE MOTHERS TO DISCOVER SELF-SUFFICIENCY THROUGH CAREER TRAINING AND PLACEMENT | $5,000 |
| COMMUNIO INTERNATIONAL CATHOLIC REVIEW | ||||||
| PO BOX 4557 | WASHINGTON | DC | 20017 | PUBLIC CHARITY | FOR THE RENEWAL OF THEOLOGY IN CONTINUITY WITH THE LIVING CHRISTIAN TRADITION, AND THE CONTINUING DIALOGUE OF ALL BELIEVERS, PAST AND PRESENT | $20,000 |
| DAVID STREET STATION | ||||||
| 139 WEST 2ND STREET SUITE 3C | CASPER | WY | 82601 | PUBLIC CHARITY | TO STRENGTHEN THEIR COMMUNITY AND ITS VISITORS BY OFFERING A VIBRANT GATHERING PLACE THAT HOSTS A WIDE VARIETY OF EVENTS AND ACTIVITIES | $10,000 |
| DELTA DELTA DELTA FOUNDATION | ||||||
| 14951 NORTH DALLAS PKWY STE 500 | DALLAS | TX | 75254 | PUBLIC CHARITY | TO PROVIDE TRANSFORMATIONAL PROGRAMS, SCHOLARSHIPS AND EMERGENCY FINANCIAL SUPPORT TO EMPOWER OUR SISTERS FOR A LIFETIME | $75,000 |
| DIOCESE OF CHEYENNE | ||||||
| 2121 CAPITOL AVE | CHEYENNE | WY | 82001 | PUBLIC CHARITY | CATHOLIC CHURCH | $7,000 |
| FOOD BANK OF WYOMING | ||||||
| 10700 EAST 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | END HUNGER BY PROCURING AND DISTRIBUTING FOOD AND ESSENTIALS TO THE HUNGRY THROUGHOUT CO AND WY | $5,000 |
| FRIENDS OF THE WYOMING VETERANS MUSEUM | ||||||
| 3740 JOURGENSEN AVE | CASPER | WY | 82604 | PUBLIC CHARITY | TO SUPPORT THE WYOMING VETERANS MUSEUM IN PRESERVING AND SHARING HISTORY AND IMPACT OF WYOMING'S VETERANS | $1,000 |
| HOPE HOUSE | ||||||
| 4011 S OAK STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE SUCCESSFUL REENTRY INTO THE COMMUNITY BY PROVIDING RECOVERY FOCUSED HOUSING, AND ECONOMIC STABILITY, TO MEN WHO HAVE BEEN RECENTLY RELEASED FROM INCARCERATION/TREATMENT | $5,000 |
| HUNTING WITH HEROES | ||||||
| PO BOX 51736 | CASPER | WY | 82605 | PUBLIC CHARITY | HELPING DISABLED VETERANS WITH HUNTING AND FISHING OUTDOORS | $5,000 |
| I-REACH 2 INC | ||||||
| PO BOX 1060 | EVANSVILLE | WY | 82636 | PUBLIC CHARITY | PROVIDING HIGH QUALITY, INNOVATIVE, INDIVIDUALIZED AND THERAPEUTIC SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITY AND BRAIN INJURY | $2,000 |
| INSTITUTE FOR ENERGY RESEARCH | ||||||
| 1155 15TH ST NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | SUPPORT RESEARCH AND ANALYSIS OF GLOBAL ENERGY MARKETS | $10,000 |
| INTERFAITH OF NATRONA COUNTY | ||||||
| 140 E K STREET SUITE 100 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDE IDENTIFICATION, DRIVERS LICENSES, UTILITY, RENTAL AND PRESCRIPTION ASSISTANCE, GASOLINE, BUS TICKETS, BIRTH CERTIFICATES, CLOTHING AND FOOD TO PERSONS AND FAMILIES LIVING AT OR BELOW THE POVERTY LEVEL | $5,000 |
| IRIS HOUSE INC | ||||||
| 239 E H STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO SAVE LIVES, REMOVE BARRIERS AND BUILD SUCCESS STORIES FOR PEOPLE WITH MENTAL ILLNESS | $3,000 |
| JAE FOUNDATION | ||||||
| 1881 POLE LINE ROAD E | TWIN FALLS | ID | 83301 | PUBLIC CHARITY | SUICIDE PREVENTION AND AWARENESS; TO PROVIDE CONNECTION, HOPE AND HEALING | $500 |
| LIBERTAS INSTITUTE | ||||||
| 2183 W MAIN ST A102 | LEHI | UT | 84043 | PUBLIC CHARITY | TO GENERATE NON-PARTISAN ANALYSIS AND COMMENTARY, CONDUCT INVESTIGATIVE RESEARCH, AND PUBLISH EDUCATIONAL LITERATURE TO INFORM THE PUBLIC | $85,240 |
| MEALS ON WHEELS FOUNDATION INC | ||||||
| 1760 E 12TH | CASPER | WY | 82601 | PUBLIC CHARITY | ASSIST ELDERLY AND HOMEBOUND PEOPLE OF NATRONA COUNTY | $10,000 |
| MERCER FAMILY RESOURCE CENTER | ||||||
| 535 W YELLOWSTONE | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDES EDUCATION, COUNSELING AND REFERRAL SERVICES THAT BUILD STRONGER AND HEALTHIER YOUTH AND FAMILIES | $3,000 |
| NATIONAL WESTERN STOCK SHOW ASSOCIATION | ||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | PUBLIC CHARITY | EDUCATION OF LIVESTOCK PRODUCTION, DEVELOPMENT OF YOUTH, AND EDUCATING THE GENERAL PUBLIC | $16,666 |
| NATRONA COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 307 E 2ND STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO ENHANCE LIBRARY FUNDING FOR THE FUTURE, PROPELLING THE LIBRARY TOWARD EXCELLENCE FOR THE BENEFIT OF OUR DESERVING COMMUNITY | $5,000 |
| NICOLAYSEN ART MUSEUM | ||||||
| 400 E COLLINS DRIVE | CASPER | WY | 82601 | PUBLIC CHARITY | TO COLLECT, PRESERVE AND EXHIBIT THE WORK OF CONTEMPORARY ARTISTS AND PRESENT IT TO THE COMMUNITY AS A VITAL SOURCE OF INSPIRATION AND EDUCATION | $3,000 |
| OUR LADY OF FATIMA CATHOLIC CHURCH | ||||||
| 1401 CY AVE | CASPER | WY | 82604 | PUBLIC CHARITY | CATHOLIC CHURCH | $10,000 |
| PLATTE RIVER TRAILS TRUST | ||||||
| PO BOX 1228 | CASPER | WY | 82602 | PUBLIC CHARITY | TO DEVELOP A RIVER PATHWAY WHILE PRESERVING THE SCENIC, NATURAL AND HISTORIC VALUE OF THE NORTH PLATTE RIVER, AND TO ASSIST WITH THE DEVELOPMENT OF A NETWORK OF TRAILS THAT CONTRIBUTE TO OUR COMMUNITY'S NON-MOTORIZED TRANSPORTATION OPTIONS, ECONOMIC VITALITY AND QUALITY OF LIFE | $1,000 |
| RANCHING HERITAGE ASSOCIATION | ||||||
| BOX 43201 | LUBBOCK | TX | 79409 | PUBLIC CHARITY | TO PRESERVE THE HERITAGE OF THE RANCHING INDUSTRY IN NORTH AMERICA | $2,000 |
| SAINT JOSEPH'S CHILDREN'S HOME | ||||||
| 1419 MAIN STREET | TORRINGTON | WY | 82240 | PUBLIC CHARITY | PROVIDE COMMITMENT TO THE WHOLE CHILD ASSISTING IN SPIRITUAL, EMOTIONAL, ACADEMIC AND PHYSICAL GROWTH | $7,500 |
| SCIENCE ZONE | ||||||
| 222 E COLLINS DR | CASPER | WY | 82601 | PUBLIC CHARITY | TO INSPIRE THE MIND, TO DELIGHT THE SENSES AND TO IGNITE A PASSION FOR THE TECHNICAL ARTS AND SCIENCES | $3,000 |
| SETON HOUSE | ||||||
| 333 E H STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO HELP FAMILIES BECOME INDEPENDENT | $5,000 |
| SIGMA CHI FOUNDATION | ||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | PUBLIC CHARITY | ESTABLISH EXPECTATIONS AND BUILD AND ADMINISTER AN ENDOWMENT THAT SUPPORTS LEADERSHIP AND SCHOLARSHIP PROGRAMS | $4,000 |
| SLEEP IN HEAVENLY PEASE INC | ||||||
| 669 W QUINN BUILDING 42 | POCATELLO | ID | 83202 | PUBLIC CHARITY | PROVIDE HAND MADE, FULLY FURNISHED BEDS TO CHILDREN IN NEED | $500 |
| SPECIAL OLYMPICS WYOMING | ||||||
| 239 WEST 1ST STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE PHYSICAL FITNESS, SPORTS TRAINING AND ATHLETIC COMPETITION FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES | $6,000 |
| ST ANTHONY OF PADUA CHURCH | ||||||
| 604 S CENTER STREET | CASPER | WY | 82601 | PUBLIC CHARITY | CATHOLIC CHURCH | $6,500 |
| ST ANTHONY TRI-PARISH CATHOLIC SCHOOL FOUNDATION | ||||||
| 1145 W 20TH STREET | CASPER | WY | 82604 | PUBLIC CHARITY | PROVIDE FINANCIAL AND FUNDRAISING SUPPORT FOR ST. ANTHONY TRI-PARISH CATHOLIC SCHOOL | $13,197 |
| ST JOSEPH'S SOCIETY CLERGY RETIREMENT FUND OF THE DIOCESE OF CHEYENNE | ||||||
| 2121 CAPITOL AVE | CHEYENNE | WY | 82001 | PUBLIC CHARITY | FUND RETIREMENT PROGRAM OF DIOCESAN PRIESTS AND BISHOPS | $2,000 |
| TROOPERS DRUM & BUGLE CORPS | ||||||
| 1801 EAST E STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE A YOUTH ACTIVITY WITH POSITIVE EDUCATIONAL EXPERIENCES THAT PROMOTE THE GROWTH AND DEVELOPMENT OF SPECIFIC LIFE SKILLS CONSISTENT WITH THE TROOPER TRADITION OF EXCELLENCE | $10,000 |
| TRUE CARE WOMEN'S RESOURCE CENTER | ||||||
| 1746 S POPLAR STREET | CASPER | WY | 82601 | PUBLIC CHARITY | TO PROVIDE WOMEN WITH A COMPASSIONATE AND HOLISTIC APPROACH TO HEALTHCARE, ADDRESSING PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH | $7,500 |
| UNITED WAY OF NATRONA COUNTY | ||||||
| 350 BIG HORN STE 100 | CASPER | WY | 82601 | PUBLIC CHARITY | PROVIDED RESOURCES TO IMPROVE LIVES AND BUILD A STRONGER COMMUNITY | $6,000 |
| UNIVERSITY OF WYOMING COWBOY JOE CLUB | ||||||
| 1000 E UNIVERSITY AVE 3414 | LARAMIE | WY | 82071 | PUBLIC CHARITY | THROUGH FINANCIAL INVESTMENT OF ALUMNI, FANS AND FRIENDS, IS COMMITTED TO PROVIDING THE UNIVERSITY OF WYOMING STUDENT-ATHLETE WITH THE OPPORTUNITY TO SUCCEED IN THE CLASSROOM, IN COMPETITION AND IN LIFE | $2,000 |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||
| 222 S 22ND STREET | LARAMIE | WY | 82070 | PUBLIC CHARITY | SECURING PRIVATE RESOURCES AND PROVIDING SUPPORT FOR THE UNIVERSITY OF WYOMING | $589,100 |
| UNIVERSITY OF WYOMING | ||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | PUBLIC CHARITY | UNLOCKS THE EXTRAORDINARY IN EVERY PERSON THROUGH EDUCATION, RESEARCH, INNOVATION, ENGAGEMENT, AND SERVICE | $1,000 |
| WESTON COUNTY MUSEUM DISTRICT FOUNDATION | ||||||
| PO BOX 698 | NEWCASTLE | WY | 82701 | PUBLIC CHARITY | PROVIDE PROFESSIONAL CONSERVATOR CARE OF ARTIFACTS OF WESTON COUNTY WHILE MAINTAINING AND CREATING HISTORICAL EXHIBITS WHICH ARE A SIGNIFICANT PART OF WESTON COUNTY HISTORY | $500 |
| WESTON COUNTY SENIOR SERVICES CENTER | ||||||
| 627 PINE STREET | NEWCASTLE | WY | 82701 | PUBLIC CHARITY | TO PROVIDE REDUCED PRICED MEALS, HOME DELIVERED MEALS, TRANSPORTATION, AND SOCIAL ACTIVITIES TO SENIOR CITIZENS. IN ADDITION, TO PROVIDE ELDERLY RENTALS AND COMMUNITY RENTALS | $10,000 |
| WYO COMPLEX | ||||||
| 441 LANDMARK DRIVE SUITE 100 | CASPER | WY | 82609 | PUBLIC CHARITY | TO PROVIDE WYOMING AND THE SURROUNDING COMMUNITY A UNIQUE, STATE-OF-THE-ART FACILITY FOR COMPETITION, TRAINING, AND SPECIAL EVENTS, WHILE EMPHASIZING THE IMPORTANCE OF PHYSICAL AND MENTAL HEALTH AND PROMOTING AN ACTIVE LIFESTYLE FOR OUR YOUTH | $500,000 |
| WYOMING AGRICULTURE LEADERSHIP COUNCIL | ||||||
| PO BOX 5 | CHEYENNE | WY | 82003 | PUBLIC CHARITY | TO PROMOTE WYOMING LEADERSHIP EDUCATION AND DEVELOPMENT (LEAD) TO ENHANCE WYOMING AGRICULTURE AND RURAL COMMUNITIES | $50,000 |
| WYOMING CHILDREN'S SOCIETY | ||||||
| 314 E 21ST STREET | CHEYENNE | WY | 82001 | PUBLIC CHARITY | SERVING CHILDREN AND FAMILIES AND STRENGTHENING THE FOUNDATION OF COMMUNITIES BY BUILDING STRONG FAMILIES | $5,000 |
| WYOMING FCA | ||||||
| PO BOX 2256 | LARAMIE | WY | 82073 | PUBLIC CHARITY | CHRISTIAN MINISTRY TO ATHLETES AND COACHES | $3,000 |
| WYOMING RESCUE MISSION | ||||||
| 230 N PARK ST | CASPER | WY | 82601 | PUBLIC CHARITY | TO OFFER A NURTURING, HEALING SPACE WHERE THOSE EXPERIENCING HOMELESSNESS, HUNGER, ADDICTION OR POVERTY ARE EMPOWERED TO TRANSFORM THEIR LIVES THROUGH THE LOVE OF CHRIST | $7,500 |
| WYOMING STOCK GROWERS ENDOWMENT TRUST | ||||||
| PO BOX 206 | CHEYENNE | WY | 82003 | PUBLIC CHARITY | TO SERVE THE LIVESTOCK BUSINESS AND FAMILIES OF WYOMING BY PROTECTING THEIR ECONOMIC, LEGISLATIVE, REGULATORY, JUDICIAL, ENVIRONMENTAL, CUSTOM, AND CULTURAL INTERESTS | $10,000 |
| YOUTH CRISIS CENTER | ||||||
| 1656 E 12TH STREET | CASPER | WY | 82609 | PUBLIC CHARITY | PROVIDES AN OPPORTUNITY FOR FAMILIES IN TURMOIL TO HAVE TIME TO UTILIZE EXISTING COMMUNITY RESOURCES TO SOLVE THEIR PRESENT PROBLEMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,590,203 | 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 | $152,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,879 | 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 (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED HIGH YIELD TRUST | $170,726 | $158,611 |
| HARBOR CORE PLUS FUND | $118,157 | $100,981 |
| PIMCO TOTAL RETURN FUND | $132,457 | $109,076 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | $198,707 | $169,096 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $223,400 | $301,252 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN MID CAP FUND | $187,172 | $188,779 |
| CONESTOGA SMALL CAP FUND | $110,739 | $122,083 |
| DFA US LARGE COMPANY PORTFOLIO | $168,599 | $220,466 |
| DODGE & COX INTERNATIONAL STOCK FUND | $226,529 | $328,971 |
| DODGE & COX STOCK FUND | $342,103 | $516,375 |
| HARBOR CAPITAL APPRECIATION FUND | $66,320 | $93,809 |
| T ROWE PRICE EQUITY INCOME FUND | $148,924 | $151,788 |
| VANGUARD 500 INDEX FUND | $207,186 | $581,105 |
| VANGUARD DIVIDEND GROWTH FUND | $148,551 | $196,846 |
| VANGUARD GROWTH INDEX FUND | $215,579 | $557,270 |
| VANGUARD MID-CAP GROWTH INDEX FUND/OPEN-END | $118,347 | $145,361 |
| VANGUARD MID-CAP VALUE INDEX FUND/OPEN-END FUND | $150,969 | $224,936 |
| VANGUARD MID-CAP INDEX FUND | $176,135 | $311,030 |
| VANGUARD SELECTED VALUE FUND | $105,007 | $113,555 |
| VANGUARD SMALL-CAP INDEX FUND | $112,327 | $174,413 |
| VANGUARD SMALL-CAP VALUE INDEX FUND | $88,232 | $141,806 |
| VANGUARD VALUE INDEX FUND | $273,421 | $429,165 |
| FIDELITY CONTRAFUND | $173,220 | $289,295 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,139,851 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,115,401 | 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 | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,504 | BOYBookValueAmt |
| EOY Book Value | $10,845 | EOYBookValueAmt |
| EOYFMV | $10,845 | 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 | $11,111 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $1,887 | BOYBookValueAmt |
| EOY Book Value | $3,240 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $9,880 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |