RUTH R ELLBOGEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUTH R ELLBOGEN FOUNDATION (EIN 83-0327143)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349100800
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T08:46:31-06:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830327383 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LENHART MASON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 826011841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830327143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH R ELLBOGEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 3072347800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 70 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L E GARLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3072347800 | PhoneNum |
| Signature | 2017-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK E LENHART | PreparerPersonNm |
| PTIN | P00249002 | PTIN |
| Phone | 3072347800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.88.135.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-31 | IPDt |
| IP Tm | 11:36:01 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6521ABC31EBA6F012115646ED9EB3A1FCCF4244D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,689 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,235 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $538 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $538 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,138 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,192 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,797 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $52 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,441 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$197,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,489 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,449 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,200 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $221,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $357,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $357,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $159,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $357,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $357,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $357,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$197,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,689 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - SCOTTRADE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $424,417 | GrossSalesPriceAmt |
| Cost Or Other Basis | $221,460 | CostOrOtherBasisAmt |
| Gain Or Loss | $202,957 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $202,957 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,957 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,637,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,658,374 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.987270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $301,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,143,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $336,858 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,372,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142013 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $255,317 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,390,457 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,370 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,410,334 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091842 | DistributionYr5Rt |
| Total Distribution | 1.468644 | TotalDistributionRt |
| Average Distribution | 0.293729 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $369,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $108,610 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,996 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,606 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $500,441 | 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 | $1,996 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,996 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,204 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,204 | 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 | Yes (1) | 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 | LENHART MASON ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 3072347800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY L E GARLAND | ||||||||
| P O BOX 1670 | LARAMIE | WY | 82070 | SECRETARY/TREASURER | 2.00 | $1,000 | $0 | $0 |
| THOMAS M ELLBOGEN | ||||||||
| P O BOX 3281 | CASPER | WY | 82602 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN P ELLBOGEN II | ||||||||
| P O BOX 1090 | CASPER | WY | 82602 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| THERESA A ELLBOGEN | ||||||||
| 903 8TH STREET | BOULDER | CO | 80302 | DIRECTOR | 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 | $127,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,950 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $375,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $375,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $369,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,996 | TotalTaxAmt |
| Distributable Before Adj | $16,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,441 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,996 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $498,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $142,450 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $219,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $196,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,569,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,229,311 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $483,949 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,713,260 | 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 | $101,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,611,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,450 | ExcessFromYear4Amt |
| Excess From Year3 | $219,272 | ExcessFromYear3Amt |
| Excess From Year2 | $196,098 | ExcessFromYear2Amt |
| Excess From Year1 | $1,569,938 | ExcessFromYear1Amt |
| Excess From Current Year | $483,949 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FOR CHRISTIAN DISCIPLESHIP CAMPUS VENTURES | |||||||
| 1576 HENRY DR | LARAMIE | WY | 82072 | N/A | PC | REACHING COLLEGE STUDENTS FOR CHRIST FOR GENERAL USE AS NEEDED. | $4,000 |
| CATHEDRAL HOME FOR CHILDREN | |||||||
| P O BOX 520 | LARAMIE | WY | 820700520 | N/A | PC | TO PROVIDE A SAFE, THERAPEUTIC, COMPASSIONATE, AND STRUCTURED ENVIRONMENT FOR YOUTH WHILE FAMILIES WORK THROUGH THE CRISIS WITH THEM. RUTH R ELLBOGEN SCHOLARSHIP ENDOWMENT. | $25,000 |
| CENTRAL WYOMING HOSPICE | |||||||
| 319 S WILSON ST | CASPER | WY | 82601 | N/A | PC | TO PROVIDE END OF LIFE OUTPATIENT CARE, INPATIENT CARE, AND BEREAVEMENT COUNSELING. | $10,000 |
| CENTRAL WYOMING RESCUE MISSION | |||||||
| P O BOX 2030 | CASPER | WY | 82602 | N/A | PC | TO MEET IMMEDIATE CRISIS NEEDS FOR HOMELESS PEOPLE AND PROVIDE THE NECESSARY SERVICES TO HELP THEM ACHIEVE SUCCESSFUL INDEPENDENT LIVING. | $20,000 |
| CHILD EVANGELISM FELLOWSHIP INCORPORATED | |||||||
| 44 IONIA AVE SW | GRAND RAPIDS | MI | 49502 | N/A | PC | TO EVANGELIZE AND DISCIPLE CHILDREN. | $2,000 |
| COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY | |||||||
| 800 WERNER CT 201 | CASPER | WY | 82609 | N/A | PC | TO PROVIDE PERMANENT SUPPORTIVE HOUSING FOR INDIVIDUALS/FAMILIES THAT HAVE BEEN CHRONICALLY HOMELESS IN NATRONA COUNTY AND STRUGGLE WITH MENTAL ILLNESS AND MAY HAVE A SUBSTANCE USE ISSUE. | $50,000 |
| LARAMIE SOUP KITCHEN | |||||||
| 104 S 4TH STREET 100 | LARAMIE | WY | 82070 | N/A | PC | TO OFFER ITS CLIENTS A FRIENDLY AND SAFE ENVIRONMENT IN WHICH TO SATISFY THEIR NEED FOR NUTRITION, INFORMATION AND SOCIAL INTERACTION. THE KITCHEN PROVIDES THIS POSITIVE ATMOSPHERE TO ENHANCE THE CLIENTS' CAPACITY FOR SELF-HELP AND SELF-SUFFICIENCY | $5,000 |
| MERCER FAMILY RESOURCE CENTER | |||||||
| 535 W YELLOWSTONE HWY 100 | CASPER | WY | 82601 | N/A | PC | PROVIDE EDUCATION, COUNSELING, AND REFERRAL SERVICES THAT BUILD STRONGER AND HEALTHIER YOUTH AND FAMILIES. | $25,000 |
| NATRONA COUNTY CHILD DEVELOPMENT CENTER | |||||||
| 2020 E 12TH STREET | CASPER | WY | 82601 | N/A | PC | PROVIDING PREMIER, FAMILY FOCUSED, DEVELOPMENTALLY APPROPRIATE SERVICES FOR CHILDREN BIRTH THROUGH AGE FIVE. | $20,000 |
| NICOLAYSEN ART MUSEUM | |||||||
| 400 E COLLINS DR | CASPER | WY | 82601 | N/A | PC | TO ENCOURAGE CREATIVITY AND EXPLORATION THROUGH VARIOUS ACTIVITY STATIONS AND PROVIDE SPACE FOR ART EDUCATION THROUGH CLASSES AND SPECIAL PROGRAMS. | $10,000 |
| RAISING READERS IN WYOMING | |||||||
| 6 MAXINE PLACE | SHERIDAN | WY | 82801 | N/A | PC | ENCOURAGING PARENTS TO READ TO THEIR CHILDREN BY PROVIDING BEAUTIFUL NEW BOOKS AS PART OF THEIR WELL CHILD HEALTH CARE VISITS. PURCHASE BOOKS FOR DISTRIBUTION TO CHILDREN. | $15,000 |
| THE CRAIG AND SUSAN THOMAS FOUNDATION | |||||||
| 2780 OLIVE DRIVE | CHEYENNE | WY | 82001 | N/A | PF | STUDENT SCHOLARSHIP TO THOSE WHO DO NOT MEET THE HATHAWAY SCHOLARSHIP GUIDELINES BUT WANT TO CONTINUE THEIR EDUCATION IN WYOMING AT COMMUNITY COLLEGES, TRADE AND VOCATIONAL SCHOOLS OR THE UNIVERSITY. | $10,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1200 EAST IVINSON AVE | LARAMIE | WY | 82070 | N/A | PC | GLOBAL STUDIES EXCELLENCE INITIATIVE, INTERNATIONAL FACULTY DEVELOPMENT FUND | $10,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 313 S 2ND ST | LARAMIE | WY | 82070 | N/A | PF | THE WYOMING WOMEN'S FOUNDATION - TO MAKE GRANTS THAT BENEFIT WOMEN AND GIRLS AS WELL AS OUR COMMUNITIES OVERALL, HELPS WOMEN ATTAIN ECONOMIC SELF-SUFFICIENCY. | $5,000 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 4976 PAIGE STREET | MILLS | WY | 82644 | N/A | PC | DISTRIBUTE FOOD AND PRODUCTS TO AGENCIES SERVING WYOMING'S NEEDY CHILDREN, SENIORS AND FAMILIES. FIGHTING HUNGER FEEDING HOPE. | $10,000 |
| YOUTH CRISIS CENTER INC | |||||||
| 915 S MCKINLEY | CASPER | WY | 82601 | N/A | PC | PROVIDE RESIDENTIAL SERVICES TO YOUTH AND THEIR FAMILIES. | $20,000 |
| CASPER COLLEGE FOUNDATION & ALUMNI ASSOCIATION | |||||||
| 125 COLLEGE DRIVE | CASPER | WY | 82601 | N/A | PC | PROVIDING VALUABLE ACADEMIC, CAREER, PERSONAL AND CULTURAL OPPORTUNITIES TO STUDENTS AND FOR THE BENEFIT OF OUR COMMUNITIES. RUTH R. ELLBOGEN SCHOLARSHIP ENDOWMENT. | $100,000 |
| THE HEALTHY BIRTH AND INFANT BRAINS FOUNDATION | |||||||
| 4530 EAST 24TH STREET | CASPER | WY | 82609 | N/A | PC | DEDICATED TO THE PREVENTION OF LEARNING DISABILITIES AND DELAYS AND OTHER NEURODEVELOPMENTAL PROBLEMS. | $25,000 |
| VOLUNTEERS OF AMERICA NORTHERN ROCKIES | |||||||
| 104 S WOLCOTT ST STE 601 | CASPER | WY | 82601 | N/A | PC | TO REACH AND UPLIFT ALL PEOPLE AND BRING THEM TO THE KNOWLEDGE AND ACTIVE SERVICE OF GOD. VOA SERVES PEOPLE AND COMMUNITIES IN NEED AND CREATES OPPORTUNITIES FOR PEOPLE TO EXPERIENCE THE JOY OF SERVING OTHERS. $50,000 FOR YOUTH SERVICES PROGRAMS, $50,000 FOR VETERAN'S SERVICES - WYOMING ONLY | $100,000 |
| SELF HELP CENTER INC | |||||||
| 918 E 2ND ST | CASPER | WY | 82601 | N/A | PC | TO PROVIDE 24 HOUR CRISIS INTERVENTION, EMERGENCY SAFE HOUSE, AND COMPREHENSIVE SUPPORTIVE SERVICES TO DOMESTIC VIOLENCE, SEXUAL ASSAULT, CHILD ABUSE, STALKING, ELDER ABUSE VICTIMS, AND SUBSTANCE USE TREATMENT; AND REDUCE FUTURE CYCLES OF VIOLENCE | $10,000 |
| NATRONA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 307 EAST 2ND ST | CASPER | WY | 82601 | N/A | PC | TO SUPPORT THE LIBRARY IN ITS MISSION OF ADVOCATING FOR LITERACY, EDUCATION AND A THRIVING COMMUNITY. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,000 | 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 | $538 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $208,138 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,138 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH R ELLBOGEN FAMILY 2012 CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 WERNER COURT STE 200 | AddressLine1Txt |
| City | CASPER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,235 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LENHART MASON & ASSOCIATES LLC - ACCOUNTING FOR INVESTMENT ACTIVITIES | $733 | $733 | $0 | $0 |
| LENHART MASON & ASSOCIATES LLC - PREPARATION OF FORM 990-PF & CONSULTING | $3,192 | $0 | $0 | $3,192 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCOTTRADE FINANCIAL SERVICES | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING THE FISCAL YEAR ENDED JULY 31, 2017, THE RUTH R ELLBOGEN FOUNDATION MADE SUBSTANTIAL CASH DISTRIBUTIONS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENTED 86% OF THE FOUNDATION'S NET ASSETS OF $576,229 (AS MEASURED BY FAIR MARKET VALUE) AT AUGUST 1, 2016. THE DISTRIBUTIONS WERE MADE AS PART OF THE FOUNDATION'S PLANS TO SUNSET AND ULTIMATELY TERMINATE. THE FOLLOWING CASH DISTRIBUTIONS WERE MADE ON DECEMBER 30, 2016, ADDRESSES ARE REPORTED ON PART XV UNDER SUPPLEMENTARY INFORMATION: CASPER COLLEGE FOUNDATION 100,000 CATHEDRAL HOME FOR CHILDREN 25,000 CENTRAL WYOMING HOSPICE 10,000 CENTRAL WYOMING RESCUE MISSION 20,000 CHILD EVANGELISM FELLOWSHIP 2,000 COMMUNITY ACTION PARTNERSHIP OF NATRONA COUNTY 50,000 CAMPUS VENTURES 4,000 HEALTHY BIRTH AND BRAINS FOUNDATION 25,000 LARAMIE SOUP KITCHEN 5,000 MERCER FAMILY RESOURCE CENTER 25,000 NATRONA COUNTY CHILD DEVELOPMENT CENTER 20,000 NATRONA COUNTY PUBLIC LIBRARY FOUNDATION 20,000 NICOLAYSEN ART MUSEUM 10,000 RAISING READERS IN WYOMING 15,000 SELF HELP CENTER INC 10,000 CRAIG AND SUSAN THOMAS FOUNDATION 10,000 UNIVERSITY OF WYOMING FOUNDATION 10,000 VOLUNTEERS OF AMERICA 100,000 WYOMING FOOD BANK OF THE ROCKIES 10,000 WYOMING COMMUNITY FOUNDATION 5,000 YOUTH CRISIS CENTER 20,000 TOTAL 496,000 | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $20 | $20 | $0 | $0 |
| CT CORP SYSTEM | $197 | $0 | $0 | $197 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $7,797 | $7,797 | $0 | $0 |
| ANNUAL REPORT | $52 | $0 | $0 | $52 |