NEWELL B SARGENT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEWELL B SARGENT FOUNDATION (EIN 83-0271536)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-04-27
- IRS object ID
- 201831179349100508
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-27T10:51:56-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830220400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER MUIRHEAD CORNIA & HOWARD CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 WEST FIRST ST SUITE 800 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830271536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWELL B SARGENT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHARLES W SMITH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 3075770724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50581 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826050581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES SMITH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3075770724 | PhoneNum |
| Signature | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAINE M CULVER CPA | PreparerPersonNm |
| PTIN | P00509929 | PTIN |
| Phone | 3072654311 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.71.171.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-26 | IPDt |
| IP Tm | 11:28:01 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E7025405C41355628740ED043B9449F0F4AFE8A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE332D875E9B30B8DA46DDB73AFD4B18AFDB769C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,635,266 | 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 |
| Interest On Sav Rev And Expnss | $3,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,676 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $312,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $312,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $966,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,985,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $966,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,282,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,282,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,850 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $170 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,031 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,017 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,882 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $805,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $805,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,069,051 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $897,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,137,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,370,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $635,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $635,447 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $7,780 | InventoriesBOYAmt |
| Inventories EOY | $7,780 | InventoriesEOYAmt |
| Inventories EOYFMV | $7,780 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $10,823 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $13,664,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,646,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,719,938 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,395,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $182,341 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,239,506 | LandBOYAmt |
| Land EOY | $1,213,489 | LandEOYAmt |
| Land EOYFMV | $1,213,489 | LandEOYFMVAmt |
| Other Assets BOY | $58,612 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,612 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,612 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,351,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,561,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,635,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,538 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,993 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $27,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,993 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,323,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,537,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,323,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,537,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,351,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,561,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,323,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,537,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,537,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM SALES | P | 2001-11-01 | 2017-10-31 | $90,650,104 | $90,019,557 | $630,547 | $630,547 |
| CAPITAL GAINS DIVIDENDS | P | $335,869 | $335,869 | $335,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $966,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,642,860 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $674,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,084,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $380,576 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,901,996 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $299,123 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,825,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $518,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,960,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039998 | DistributionYr5Rt |
| Total Distribution | 0.139999 | TotalDistributionRt |
| Average Distribution | 0.028000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,813,143 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $414,768 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,139 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $897,216 | 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 | $11,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,821 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,821 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,450 | OverpaymentAmt |
| Applied To ES Tax | $4,450 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CHARLES W SMITH | IndividualWithBooksNm |
| Phone | 3075770724 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50581 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826093405 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| RON HANSEN | ||||||||
| 1230 185TH NE | BELLEVUE | WA | 98008 | DIRECTOR | 12.00 | $18,000 | $0 | $0 |
| CHARLES W SMITH | ||||||||
| PO BOX 50581 | CASPER | WY | 826093405 | DIRECTOR | 12.00 | $18,000 | $0 | $0 |
| KENT RICHINS | ||||||||
| PO BOX 1858 | WORLAND | WY | 82401 | DIRECTOR | 10.00 | $18,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES W SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50581 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826093405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $75,235 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,082,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $956,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,038,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,038,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,813,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,371 | TotalTaxAmt |
| Distributable Before Adj | $729,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $897,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $897,216 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,371 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $885,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $897,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $729,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,930 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $167,930 | 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 | $167,930 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $167,930 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES W SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50581 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826050581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3075770724 | RecipientPhoneNum |
| Form And Info And Materials | INITIALLY, THE APPLICATION SHOULD BE SUBMITTED BY LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY WASHAKIE COUNTY AND THE STATE OF WYOMING | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST 201 | LARAMIE | WY | 82072 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WYOMING HEALTH BUSINESS COALITION | |||||||
| 2021 CLIFTON AVE | CASPER | WY | 82609 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| NICOLAYSEN ART MUSUEM | |||||||
| 400 EAST COLLINS | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 1275 FAIRFAX ROAD | SALT LAKE CITY | UT | 84103 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 1876 S SHERIDAN AVE | SHERIDAN | WY | 82801 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SHERIDAN HEALTH CENTER | |||||||
| 31 E WHITNEY ST | SHERIDAN | WY | 82801 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WYOMING STATE HISTORICAL SOCIETY | |||||||
| PO BOX 247 | WHEATLAND | WY | 82201 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| CITY OF WORLAND | |||||||
| PO BOX 226 | WORLAND | WY | 82401 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| MONTANA RESCUE MISSION | |||||||
| 2902 MINNESOTA AVE | BILLINGS | MT | 59101 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GREYBULL YOUTH CENTER - THE SHACK | |||||||
| 831 NORTH 6TH STREET | GREYBULL | WY | 82426 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WASHAKIE COUNTY MUSUEM | |||||||
| 2200 BIG HORN AVE | WORLAND | WY | 82401 | NONE | PUBLIC CHARITY | GENERAL FUND | $31,000 |
| AMERICAN LEGION POST #32 | |||||||
| PO BOX 140 | GREYBULL | WY | 82426 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CLIMB GIFT PROCESSING | |||||||
| 1001 W 31ST STREET | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| PO BOX 1757 | WORLAND | WY | 82401 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| FREMONT COUNTY SCHOOL DISTRICT #6 | |||||||
| 223 NORTH CHERRY ST | PAVILLION | WY | 82523 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| CENTRAL WYOMING RESCUE | |||||||
| PO BOX 2030 | CASPER | WY | 82602 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 |
| WYOMING AFTERSCHOOL ALLIANCE | |||||||
| 933 MAIN STREET SUITE 7 | LANDER | WY | 82520 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| PRIMARY CHILDREN'S HOSPITAL | |||||||
| 100 N MEDICAL DRIVE | SALT LAKE CITY | UT | 84158 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| RAINHORSE | |||||||
| PO BOX 55 | HYATTVILLE | WY | 82428 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WORLAND YOUTH LEARNING CENTER | |||||||
| 834 BIG HORN AVENUE | WORLAND | WY | 82401 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| SCHWAB CHARITABLE TRUST | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | GENERAL FUND | $500,000 |
| HOT SPRINGS COUNTY SCHOOL DISTRICT #1 | |||||||
| 415 SPRINGVIEW | THERMOPOLIS | WY | 82443 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CAROL DIMICH SCHOLARSHIP | |||||||
| 2917 LOHOF DR | BILLINGS | MT | 59102 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 |
| CRISIS PREVENTION & RESOURCE CENTER | |||||||
| PO BOX 494 | WORLAND | WY | 82401 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| AUDOBON SOCIETY - WYOMING | |||||||
| 101 GARDEN CREEK RD | CASPER | WY | 82601 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $805,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,676 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $966,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,282,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,282,938 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTER, MUIRHEAD, CORNIA & HOWARD | $13,350 | $13,350 | $0 |
| JOHN FREEMAN | $0 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | RtRt |
|---|---|---|---|---|---|---|---|---|
| 5 ACRE LOT IN WORLAND | 1991-11-01 | $928,660 | L | $0 | $0 | |||
| LANDSCAPING NE CORNER | 2009-10-31 | $5,900 | SL | $393 | $0 | $2,751 | 15.000000000000 | |
| NBSF OFFICE FURNITURE | 2010-07-19 | $5,894 | SL | $589 | $0 | $3,681 | 10.000000000000 | |
| LAND | 2010-10-30 | $13,736 | L | $0 | $0 | |||
| 1/2 ACRE IMPROVEMENT | 2010-10-30 | $161,317 | SL | $16,132 | $0 | $96,792 | 10.000000000000 | |
| KUGEL WORLD MAP & MINI VAULT | 2010-10-30 | $77,483 | SL | $7,748 | $0 | $46,488 | 10.000000000000 | |
| RONALD REGAN BUST | 2011-03-26 | $15,286 | NC | $0 | $0 | 0.000000000000 | ||
| APPLE COMPUTER | 2011-08-05 | $1,804 | SL | $180 | $0 | $945 | 10.000000000000 | |
| ADDITIONAL 1/2 ACRE IMPROVEMENT | 2011-09-27 | $2,000 | SL | $200 | $0 | $1,017 | 10.000000000000 | |
| ADDITIONAL BRUSH LANDSCAPING | 2010-11-01 | $7,750 | SL | $775 | $0 | $4,650 | 10.000000000000 | |
| NEWELL STATUE | 2012-09-01 | $176,000 | NC | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,317 FIDELITY EQUITY INCOME | $1,000,000 | $994,213 |
| 18,336 DODGE AND COX BALANCE FD | $2,000,000 | $2,000,841 |
| 60,125 AGG I SHARES CORE US AGGREGATE | $6,534,466 | $6,581,884 |
| 20,000 SPY S&P 500 SPYDERS | $5,111,825 | $5,143,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 5 ACRE LOT IN WORLAND | $928,660 | $0 | $928,660 |
| LANDSCAPING NE CORNER | $5,900 | $3,144 | $2,756 |
| NBSF OFFICE FURNITURE | $5,894 | $4,270 | $1,624 |
| LAND | $13,736 | $0 | $13,736 |
| 1/2 ACRE IMPROVEMENT | $161,317 | $112,924 | $48,393 |
| KUGEL WORLD MAP & MINI VAULT | $77,483 | $54,236 | $23,247 |
| RONALD REGAN BUST | $15,286 | $0 | $15,286 |
| APPLE COMPUTER | $1,804 | $1,125 | $679 |
| ADDITIONAL 1/2 ACRE IMPROVEMENT | $2,000 | $1,217 | $783 |
| ADDITIONAL BRUSH LANDSCAPING | $7,750 | $5,425 | $2,325 |
| NEWELL STATUE | $176,000 | $0 | $176,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $333 | LegalFeesAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEWELL PROPERTIES LLC | Desc |
| BOY Book Value | $58,612 | BOYBookValueAmt |
| EOY Book Value | $58,612 | EOYBookValueAmt |
| EOYFMV | $58,612 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,494 | $0 | $1,494 |
| LAWN MAINTENANCE | $21,709 | $0 | $21,709 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | C W SMITH | CategoryTxt |
| Amt | $75,235 | Amt |
| Net Investment Income | $75,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $11,452 | $11,452 | $0 |
| PROPERTY TAXES | $1,390 | $1,390 | $0 |
| FOREIGN TAX EXPENSE | $189 | $189 | $0 |