THE RAY & KAY LITTLER TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE RAY & KAY LITTLER TRUST (EIN 83-0320342)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-18
- IRS object ID
- 202611389349100126
- Schema version
- 2024v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T13:15:36-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 828341814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830320342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITT -THE RAY AND KAY LITTLER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITT | BusinessNameControlTxt |
| Phone | 3076847867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BERRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3076200892 | PhoneNum |
| Signature | 2026-05-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLEY J PEARSON | PreparerPersonNm |
| PTIN | P00447440 | PTIN |
| Phone | 6052426617 | PhoneNum |
| Preparation | 2026-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $853,666 | 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 | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $123 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,429 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,429 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,935 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,552 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Printing And Pub Rev And Expnss | $576 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $576 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,552 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$64,335 | CashBOYAmt |
| Cash EOY | -$77,969 | CashEOYAmt |
| Cash EOYFMV | -$77,969 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $638,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $639,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $931,050 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $574,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,666 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $574,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $562,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $574,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $574,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $574,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,974 | ExcessRevenueOverExpensesAmt |
| Subtotal | $562,847 | SubtotalAmt |
| Other Decreases | $502 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $277 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $277 | SubtotalAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $277 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | VERITY GROUP CPA LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3072789075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CONNIE GODDARD | ||||||||
| 234 FRENCH CREEK ROAD | BUFFALO | WY | 82834 | TRUSTEE | 000.00 | $3,000 | $0 | $0 |
| THOMAS BERRY | ||||||||
| PO BOX 172 | BUFFALO | WY | 82834 | TRUSTEE | 000.00 | $3,000 | $0 | $0 |
| BARRY CRAGO | ||||||||
| 443 S LOBBAN | BUFFALO | WY | 82834 | TRUSTEE | 000.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,474,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$70,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,403,516 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,403,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,382,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $277 | TotalTaxAmt |
| Distributable Before Adj | $68,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,156 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,607 | UndistributedIncomePYAmt |
| Qualifying Distributions | $84,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,607 | AppliedToYear1Amt |
| Applied To Current Year | $57,549 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $11,297 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LITTLER TRUST GRANT AWARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 N MAIN ST | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | L.PEARSON@VERCPA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER DEMONSTRATING FINANCIAL NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ON OR AROUND MAY 15 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS SERVING JOHNSON COUNTY, WY AND RESIDENTS OF JOHNSON COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIGHORN BLUEGRASS CAMP | ||||||||
| 950 N MAIN ST | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE MUSIC CAMP SCHOLARSHIPS | $750 | |
| BOY SCOUT TROOP 2415 | ||||||||
| 990 N ADAMS AVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR SCOUT ACTIVITIES | $2,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 58 N ADAMS | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR OPERATIONS | $10,000 | |
| BREAD OF LIFE FOOD PANTRY | ||||||||
| PO BOX 909 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FOOD TO INDIVIDUALS IN NEED | $10,000 | |
| BUFFALO CHILDREN'S CENTER | ||||||||
| PO BOX 238 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE CHILDCARE SUPPLIES | $1,500 | |
| BUFFALO CHRISTIAN SCHOOL | ||||||||
| PO BOX 978 | BUFFALO | WY | 82834 | PURCHASE RECREATIONAL EQUIPMENT | $5,000 | |||
| BUFFALO LIONS CLUB | ||||||||
| PO BOX 64 | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE FUNDING FOR ORG OPERATIONS | $2,000 | |
| BUFFALO SENIOR CENTER | ||||||||
| PO BOX 941 | BUFFALO | WY | 82834 | NONE | NONE | SUPPORT SERVICES FOR SENIORS | $20,000 | |
| FAMILY CRISIS CENTER | ||||||||
| PO BOX 1001 | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT AND SUPPLIES | $7,500 | |
| JOHNSON COUNTY FRIENDS FEEDING | ||||||||
| PO BOX 314 | BUFFALO | WY | 82834 | NONE | PROVIDE FOOD TO HUNGRY CHILDREN | $5,000 | FRIENDS | |
| JOHNSON COUNTY YMCA | ||||||||
| PO BOX 95 | BUFFALO | WY | 82834 | NONE | NONE | ASSIST WITH MEMBERSHIP PROGRAM | $5,000 | |
| LEARNING TREE PRESCHOOL | ||||||||
| 820 W FETTERMAN ST | BUFFALO | WY | 82834 | NONE | NONE | PURCHASE EQUIPMENT & SUPPLIES | $3,000 | |
| ST FRANCIS ANIMAL SHELTER | ||||||||
| 109 FLATIRON DRIVE | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE CARE FOR ANIMALS IN NEED | $2,000 | |
| JOHNSON COUNTY 4-H COUNCIL | ||||||||
| 30 FAIRGROUNDS RD | BUFFALO | WY | 82834 | NONE | NONE | PROVIDE EDUCATIONAL OPP FOR YOUTH | $2,200 | |
| JOHNSON COUNTY SOCCER ASSN | ||||||||
| PO BOX 642 | BUFFALO | WY | 82834 | NONE | NONE | YOUTH SPORTS ORG | $1,000 | |
| BUFFALO YOUTH BASEBALL | ||||||||
| PO BOX 204 | BUFFALO | WY | 82834 | NONE | NONE | YOUTH BASEBALL ORG | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $61,247 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,935 | ExclusionAmt |
| Related Or Exempt Function Incm | $61,247 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,182 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN THE STATE OF WYOMING | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND | PURCHASE | 2024-08 | $75,000 | $17,662 | $57,338 |
| FIDELITY 500 INDEX FUND | PURCHASE | 2024-12 | $5,000 | $1,091 | $3,909 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $639,729 | EOYBookValueAmt |
| EOYFMV | $931,050 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REMITTANCE | Desc |
| Amt | $502 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POST OFFICE BOX RENTAL | $120 | $120 |
| SAFETY DEPOSIT BOX RENTAL | $10 | $10 |