STEWART CELLERS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEWART CELLERS FOUNDATION INC (EIN 83-0336987)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-28
- IRS object ID
- 201631809349100613
- Schema version
- 2015v2.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-28T14:03:51-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cloud Peak Accounting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 South Main Street | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828341826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830336987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART CELLERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 3074682702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1Txt |
| City | Upton | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diana I White | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracey Jelly | PreparerPersonNm |
| PTIN | P00239536 | PTIN |
| Phone | 3076845519 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,321,038 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,630 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $53,630 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $18,050 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,050 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,965 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,965 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,630 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,016 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,016 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,218 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,507 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,753 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,853 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,630 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,074 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,199,277 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,208,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,214,964 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $178,102 | OtherAssetsBOYAmt |
| Other Assets EOY | $175,394 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,469,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,489,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,321,038 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $804 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,338 | DeferredRevenueEOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $804 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,339 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,468,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,487,471 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,468,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,469,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,489,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,468,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,042 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,487,471 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,487,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST Proceeds Covered | P | 2015-01-01 | 2015-01-01 | $2,514 | $2,376 | $138 | $138 |
| LT Proceeds Covered | P | 2015-01-01 | 2015-01-01 | $277,458 | $232,802 | $44,656 | $44,656 |
| FIB Capital Gains Distributions | P | 2015-01-01 | 2015-01-01 | $8,836 | $8,836 | $8,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,630 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $53,630 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,569,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,480,908 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,034 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,312,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04652 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,856 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,257,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00863 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02825 | DistributionYr5Rt |
| Total Distribution | 0.171342 | TotalDistributionRt |
| Average Distribution | 0.034268 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,556,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,346 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,284 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,740 | 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 | $938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $938 | SubtotalAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,399 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,399 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,461 | OverpaymentAmt |
| Applied To ES Tax | $1,461 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diana L White | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3074682702 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1Txt |
| City | Upton | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82730 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Diana White | ||||||
| PO Box 373 | Upton | WY | 82730 | Trustee | 0.25 | $0 |
| Judy Ludeman | ||||||
| PO Box 286 | Upton | WY | 82730 | Trustee | 0.25 | $0 |
| Liane Sewell | ||||||
| PO Box 358 | Upton | WY | 82730 | Trustee | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,405,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $175,394 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,580,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,580,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,556,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $938 | TotalTaxAmt |
| Distributable Before Adj | $76,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,740 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,740 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $938 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,740 | UndistributedIncomePYAmt |
| Qualifying Distributions | $74,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,740 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $76,898 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Hoofprints of the Past Museum | |||||||
| 344 Nolan Ave | Kaycee | WY | 82639 | none | NonProfit | Operating Expenses | $3,000 |
| Kaycee Branch Library | |||||||
| PO Box 226 | Kaycee | WY | 82639 | none | NonProfit | Operating Expenses | $1,700 |
| Upton History and Preservation Inc | |||||||
| PO Box 289 | Upton | WY | 82730 | none | NonProfit | Operating Expenses | $1,850 |
| Casper College | |||||||
| 125 College Drive | Casper | WY | 82601 | none | none | Tuition and School Expenses | $3,000 |
| University of Wyoming | |||||||
| 1000 E University Ave | Laramie | WY | 82071 | none | none | Tuition and School Expenses | $13,500 |
| Sheridan College | |||||||
| 3059 Coffeen Ave | Sheridan | WY | 82801 | none | none | Tuition and School Expenses | $6,000 |
| Carroll College | |||||||
| 1601 N Benton Ave | Helena | MT | 59625 | none | none | Tuition and School Expenses | $4,500 |
| South Dakota School of Mines | |||||||
| 501 E Saint Joseph Street | Rapid City | SD | 57701 | none | none | Tuition and school expenses | $11,500 |
| Black Hills State University | |||||||
| 1200 University Street | Spearfish | SD | 57799 | none | none | Tuition and school expenses | $9,000 |
| Upton Community Bell Choir | |||||||
| Church Lane | Upton | WY | 82730 | none | nonr | Tuition and school expenses | $2,000 |
| Upton Senior Center | |||||||
| 703 Ash St | Upton | WY | 82730 | none | none | Tuition and school expenses | $3,000 |
| Weston County School District | |||||||
| 116 Casper Ave | Newcastle | WY | 82701 | none | none | Tuition and school expenses | $1,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,266 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $18,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,630 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,630 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,965 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,218 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,218 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney | CategoryTxt |
| Legal Fees | $2,016 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,016 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mineral Interest | Desc |
| BOY Book Value | $178,102 | BOYBookValueAmt |
| EOY Book Value | $175,394 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $60 | $60 | |
| Foreign Taxes | $512 | $512 | |
| Oil Royalty Production Expenses | $2,708 | $2,708 | |
| Royalty Expenses | $2,221 | $149 | $2,072 |
| Supplies | $1,545 | $1,545 | |
| Travel - Liane Sewell | $236 | $236 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $18,050 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,050 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $13,507 | Amt |
| Net Investment Income | $6,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,753 | DisbursementsCharitablePrpsAmt |