TOM & HELEN TONKIN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TOM & HELEN TONKIN FOUNDATION (EIN 83-6002200)
- Tax period
- 2010-08-01 to 2011-07-31
- Filed
- 2011-10-11
- IRS object ID
- 201132849349100313
- Schema version
- 2010v3.4
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-11T11:23:59-05:00 | Timestamp |
| Tax Period End Date | 2011-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leo Riley & Co CPA's | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 S Center St Ste 200 | AddressLine1 |
| City | Casper | City |
| State | WY | State |
| ZIP Code | 826012519 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836002200 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom & Helen Tonkin Foundation | BusinessNameLine1 |
| Business Name Line2 | C/O Wells Fargo Bank NA (#60731700) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOM& | NameControl |
| Phone | 2062923758 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 21927 | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 98111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stacy J Corbin | Name |
| Title | Regional Fiduciary Tax Manager | Title |
| Phone | 2062923758 | Phone |
| Date Signed | 2011-10-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leo A Riley | Name |
| Phone | 3072653800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3588437 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 229 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 229 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 134644 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 134644 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -25643 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 350000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 34617 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 32347 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 143847 | TotalRevenueAndExpenses |
| Total Net Investment Income | 167220 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 29843 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 28351 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1492 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 995 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 995 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 781 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15118 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15118 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 46737 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44464 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1492 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 204241 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 204241 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 250978 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44464 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 205733 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -107131 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 122756 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 345014 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 409302 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 409302 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 377183 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 582784 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 609674 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 61600 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 61600 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 892502 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1768737 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1393094 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1527211 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 29 | OtherAssetsBOY |
| Other Assets EOY | -4233 | OtherAssetsEOY |
| Other Assets EOYFMV | 149748 | OtherAssetsEOYFMV |
| Total Assets BOY | 2552564 | TotalAssetsBOY |
| Total Assets EOY | 2442547 | TotalAssetsEOY |
| Total Assets EOYFMV | 3588437 | TotalAssetsEOYFMV |
| Deferred Revenue BOY | 2886 | DeferredRevenueBOY |
| Total Liabilities BOY | 2886 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2549678 | CapitalStockBOY |
| Capital Stock EOY | 2442547 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 2549678 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2442547 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2552564 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2442547 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2549678 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -107131 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2442547 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2442547 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Caterpillar Finl Serv 5.050% | 2006-11-20 | 2010-12-01 | 100000 | 0 | 99722 | 278 | 278 |
| Dayton Hudson Corp (10,000 shares) | 1992-04-15 | 2011-01-03 | 200000 | 0 | 225500 | -25500 | -25500 |
| SBC Communications 5.3% | 2007-09-25 | 2010-11-15 | 50000 | 0 | 50421 | -421 | -421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -25643 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 230330 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3456541 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066636 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 160042 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3398315 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047095 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 273696 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3858444 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070934 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 102061 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3718058 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.027450 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 125324 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3520622 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035597 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247712 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049542 | AverageDistributionRatio |
| Net Noncharitable Assets | 3247661 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 160896 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 162124 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 205733 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1228 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1228 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1228 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Overpayment | 1972 | Overpayment |
| Amount Credited To Next Year | 1240 | AmountCreditedToNextYear |
| Amount To Be Refunded | 732 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK WYOMING NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3072357744 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2799 CASPER WY | AddressLine1 |
| City | Seattle | City |
| State | WA | State |
| ZIP Code | 82602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | WELLS FARGO BANK WYOMING INVESTMENT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2799 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 40.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 29843 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3066480 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 90353 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 140285 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3297118 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3297118 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49457 | CashDeemedCharitable |
| Net Noncharitable Assets | 3247661 | NetNoncharitableAssets |
| Minimum Investment Return | 162383 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 162383 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1228 | TaxBasedOnInvestmentIncome |
| Total Tax | 1228 | TotalTax |
| Distributable Amount Before Adj | 161155 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 161155 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 161155 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 205733 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 205733 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1228 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 204505 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 161155 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 100004 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 205733 | QualifyingDistributions |
| Applied To Year1 | 100004 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 105729 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 55426 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WELLS FARGO BANK WYOMING NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2799 | AddressLine1 |
| City | CASPER | City |
| State | WY | State |
| ZIP Code | 82602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3072357744 | RecipientPhoneNumber |
| Form And Info And Materials | LETTERS OF APPLICATION STATING NEED AND QUALIFICATIONS | FormAndInfoAndMaterials |
| Submission Deadlines | CONTINUOUS | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO ACTIVITIES FOR THE BENEFIT OF YOUTH IN WYOMING | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Adventures in Christian Kamping | |||||||
| PO Box 398 | Casper | WY | 82602 | None | None | General Purpose | $5,010 |
| Boys and Girls Club of Central Wyoming | |||||||
| 1701 East K Street | Casper | WY | 82601 | None | None | General Purpose | $6,500 |
| CASA of Natrona County | |||||||
| 1701 East E Street | Casper | WY | 82601 | None | None | General Purpose | $10,000 |
| Casper Children's Theator | |||||||
| PO Box 4735 | Casper | WY | 82604 | None | None | General Purpose | $3,500 |
| Casper College Foundation | |||||||
| 125 College Drive | Casper | WY | 82601 | None | None | General Purpose | $7,500 |
| Casper Family YMCA | |||||||
| 315 E 15th Street | Casper | WY | 82601 | None | None | General Purpose | $12,000 |
| Child Evangelism Fellowship | |||||||
| PO Box 1866 | Glenrock | WY | 82637 | None | None | General Purpose | $2,500 |
| Community Recreation Foundation | |||||||
| 1804 E 4th Street | Casper | WY | 82601 | None | None | General Purpose | $7,500 |
| Dubois Youth Activities | |||||||
| PO Box 65 | Dubois | WY | 82513 | None | None | General Purpose | $4,953 |
| Kelly Walsh Last Blast | |||||||
| 950 Waterford | Casper | WY | 82601 | None | None | General Purpose | $1,000 |
| Lander Children's Museum | |||||||
| PO Box 533 | Lander | WY | 82520 | None | None | General Purpose | $6,000 |
| Natrona County Last Blast | |||||||
| 930 S Elm | Casper | WY | 82601 | None | None | General Purpose | $1,000 |
| Natrona County SD Center Services | |||||||
| 1230 W 15th | Casper | WY | 82604 | None | None | General Purpose | $2,750 |
| Nicolaysen Art Museum | |||||||
| 40 E Collins | Casper | WY | 82601 | None | None | General Purpose | $5,000 |
| Our Camp | |||||||
| PO Box 7100 | Sheridan | WY | 82801 | None | None | General Purpose | $2,050 |
| Renewed Hope Foundation | |||||||
| PO Box 616 | Casper | WY | 82602 | None | None | General Purpose | $4,870 |
| Science Zone | |||||||
| 111 W Midwest Ave | Casper | WY | 82601 | None | None | General Purpose | $4,168 |
| Special Olympics of Wyoming | |||||||
| 232 E 2nd St Suite 201 | Casper | WY | 82602 | None | None | General Purpose | $3,000 |
| Sue Jorgensen Library Foundation | |||||||
| 1560 S Walnut | Casper | WY | 82601 | None | None | General Purpose | $15,000 |
| Wyoming Independent Living Rehab | |||||||
| 305 W 1st | Casper | WY | 82602 | None | None | General Purpose | $70,588 |
| Wyoming FFA Foundation | |||||||
| PO Box 7100 | Cheyenne | WY | 82003 | none | none | General Purpose | $5,000 |
| Wyoming Medical Center Foundation | |||||||
| 1233 E 2nd Street | Casper | WY | 82601 | None | None | General Purpose | $13,500 |
| Youth Crises Center | |||||||
| 915 S McKinley | Casper | WY | 82601 | None | none | General Purpose | $10,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 204241 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $229 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $134,644 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $32,347 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$25,643 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Return of prior year grant | Description |
| Related Or Exempt Function Income | 2270 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $141,577 | ExclusionAmount |
| Related Or Exempt Function Income | 2270 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143847 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumber |
| Relationship Statement | THESE FUNDS ARE PRIOR YEAR UNUSED RETURNED GRANTS. THESE FUNDS WILL BE USED TO PROVIDE ADDITIONAL BENEFITS TO DESERVING ORGANIZATIONS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $995 | Amount |
| Net Investment Income | 995 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (15 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ATLANTIC RICHFIELD 8.5% 4/1/12 | 110500 | 105060 |
| IBM CORP 8.375% 11/1/19 | 109250 | 137207 |
| WAL MART STORES 7.25% 6/1/13 | 99984 | 111893 |
| E.I Du Pont De Nemours 12/15/16 | 99654 | 115258 |
| Target Corp 6.000% 1/15/18 | 49597 | 59048 |
| United Parcel Service 5.500% 1/15/18 | 49901 | 57746 |
| Wal MART STORES 4.250% 4/15/13 | 98283 | 106244 |
| Bellsouth Corp 4.750 11/15/12 | 102191 | 104987 |
| Coco-Cola 5.35 11/15/17 | 106040 | 118336 |
| Hewlett-Packard Co 5.5 03/01/18 | 105000 | 114930 |
| Honeywell International 4.25 03/01/13 | 104482 | 105721 |
| Proctor & Gamble 4.7 02/15/19 | 100657 | 112801 |
| SBC Communications 5.625 06/15/16 | 104300 | 115283 |
| Walt Disney 4.5 12/15/13 | 103428 | 108499 |
| Shell International 9/22/19 | 49827 | 54198 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EXXON MOBIL CORP (5,300 SHS) | 8790 | 319160 |
| DOW CHEM CO (6,300 SHARES) | 15604 | 219681 |
| CONOCOPHILLIPS (1,088 SHARES) | 610 | 78325 |
| BANK OF AMERICA (400 SHARES) | 10824 | 10000 |
| CITIGROUP CAP IX (400 SHARES) | 10228 | 9248 |
| GENERAL ELEC CAP (400 SHARES) | 10528 | 10128 |
| PROCTOR & GAMBLE CO (4,000 shares) | 5016 | 245960 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 582784 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 609674 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OIL & GAS PROPERTIES | Description |
| BOY Book Value | 29 | BOYBookValue |
| EOY Book Value | -4233 | EOYBookValue |
| EOYFMV | 149748 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Mineral Interest Expense | Description |
| Revenue And Expenses Per Books | 15118 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15118 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTY INCOME | 32347 | 32347 | 32347 |
| Return of prior year grant | 2270 | 2270 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $781 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |