KIM & JODY BROWN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KIM & JODY BROWN FAMILY FOUNDATION (EIN 46-1474327)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-02
- IRS object ID
- 201941229349102109
- Schema version
- 2018v3.1
- 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 | 2019-05-02T16:54:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-26 | 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 | 2019-04-26 | 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 | 2019-05-02 | IPDt |
| IP Tm | 16:54:20 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73F00E5B883A7C7159F6C6F8C79935BBB1DFD4AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73F00E5B883A7C7159F6C6F8C79935BBB1DFD4AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,955,407 | 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 |
| Dividends Rev And Expnss | $139,222 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $619,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $308,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,545 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,492 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,492 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,095 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $956 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $956 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,887 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $280,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,162 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,409 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,409 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,183 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,200 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,222,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,104,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,388,453 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $681,423 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $630,843 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $606,564 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,804,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,794,902 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,700,781 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,767,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,789,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,955,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,767,913 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,789,812 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,767,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,789,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,767,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,789,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,767,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,290 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,790,203 | SubtotalAmt |
| Other Decreases | $391 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,789,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES WFA 3100 | P | $66,510 | $72,416 | -$5,906 | -$5,906 |
| PUBLICLY TRADED SECURITIES WFA 3100 | P | $284,720 | $226,915 | $57,805 | $57,805 |
| PUBLICLY TRADED SECURITIES WFA 3100 | P | $174,403 | $151,241 | $23,162 | $23,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,323 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $240,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,223,969 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $231,533 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,785,385 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048383 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,928,623 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,375,696 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,813 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,247,894 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.004347 | DistributionYr5Rt |
| Total Distribution | 0.199038 | TotalDistributionRt |
| Average Distribution | 0.039808 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,242,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,806 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $258,273 | 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 | $2,806 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,806 | SubtotalAmt |
| Tax Based On Investment Income | $2,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $607 | 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 |
| 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 129 | 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 | $5,201,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,464 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,321,876 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,321,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,242,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,806 | TotalTaxAmt |
| Distributable Before Adj | $259,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,273 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $258,273 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,806 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $255,467 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $255,652 | UndistributedIncomePYAmt |
| Qualifying Distributions | $258,273 | QualifyingDistributionsAmt |
| Applied To Year1 | $255,652 | AppliedToYear1Amt |
| Applied To Current Year | $2,621 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $256,675 | 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 (19 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 | $500 |
| BIG BROTHERS & BIG SISTERS | |||||
| 1471 DEWAR DRIVE | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 |
| BIG SANDY CLINIC | |||||
| PO BOX 359 | FARSON | WY | 82932 | CHARITABLE PURPOSE FUNDING | $25,000 |
| 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 | $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 |
| FOOD BANK OF SWEETWATER COUNTY | |||||
| 90 N CENTER STREET | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 |
| HOSPICE OF SWEETWATER COUNTY | |||||
| 333 BROADWAY SUITE 220 | ROCK SPRINGS | WY | 82932 | CHARITABLE PURPOSE FUNDING | $10,000 |
| JASON'S FRIENDS FOUNDATION | |||||
| 1340 W B STREET STE 101 | CASPER | WY | 82601 | CHARITABLE PURPOSE FUNDING | $10,000 |
| KD FOUNDATION | |||||
| 904 SILLWATER | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 |
| KICKIN' CANCER | |||||
| PO BOX 687 | PINEDALE | WY | 82941 | CHARITABLE PURPOSE FUNDING | $10,000 |
| RONALD MCDONALD HOUSE | |||||
| 935 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | CHARITABLE PURPOSE FUNDING | $15,325 |
| SWEETWATER FAMILY RESOURCE CENTER | |||||
| 756 PILOT BUTTE | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $5,000 |
| WWCC FOUNDATION | |||||
| PO BOX 428 | ROCK SPRINGS | WY | 82902 | CHARITABLE PURPOSE FUNDING | $50,000 |
| 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 | $55,000 |
| WYOMING HUMANITIES COUNCIL | |||||
| 1315 E LEWIS STREET | LARAMIE | WY | 82072 | CHARITABLE PURPOSE FUNDING | $5,000 |
| YOUNG AT HEART SENIOR CENTER | |||||
| 2400 REAGAN AVENUE | ROCK SPRINGS | WY | 82901 | CHARITABLE PURPOSE FUNDING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,825 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,222 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $308,545 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $308,545 | 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 | $1,492 | Amt |
| Disbursements Charitable Prps | $1,492 | 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 | $630,843 | EOYBookValueAmt |
| EOYFMV | $606,564 | 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 | $1,104,458 | EOYBookValueAmt |
| EOYFMV | $1,388,453 | 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 | $494,919 | $488,441 |
| WELLS FARGO ACCOUNT 4108 | AT COST | $2,299,983 | $2,212,340 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $391 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CORRECTIONS INVESTMENT STMTS | -$7,466 | -$7,466 |
| INVESTMENT FEES | $29,353 | $29,353 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID WFA 3100 | $2,623 | $2,623 |
| FOREIGN TAX PAID WFA 4108 | $1,283 | $1,283 |
| INCOME TAX | $2,189 | $2,189 |