| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREPARATION | 350 | 175 | 175 |
| Person Name | Explanation |
|---|---|
| MATTHEW F REDLE | |
| HOMER SCOTT JR | |
| STEVEN W RUCKI | |
| MIKE MCCAFFERTY | |
| BOB KAWULOK | |
| ERNIE ROTELLINI |
| Identifier | Return Reference | Explanation |
|---|---|---|
| GENERAL ELECTIONS | YEAR ENDED: DECEMBER 31, 2010 74-2115160 EDWARD J. REDLE MEMORIAL FOUNDATION % MATTHEW F. REDLE P.O. BOX 342 SHERIDAN, WY 82801 REQUEST FOR ABATEMENT OF FIRST TIER TAXES IN CERTAIN CASES CORRECTIVE ACTION STATEMENT - FORM 4720, LINE B THE ORGANIZATION REQUESTS ABATEMENT OF FIRST TIER TAXES UNDER SECTION 4962 OF THE INTERNAL REVENUE CODE THAT PROVIDES FOR ABATEMENT AND REFUND OF FIRST TIER EXCISE TAX DUE TO REASONABLE CAUSE. THE TRUSTEES INADVERTANTLY MADE THE REMAINING 2009 CHARITABLE DISTRIBUTIONS TOTALLING 534 IN 2011. THE 534 OF DISTRIBUTIONS COVERED THE 2009 UNDISTRIBUTED INCOME OF 534. THE TAXABLE EVENT THAT CAUSED THE TIER 1 EXCISE TAX WAS DUE TO REASONABLE CAUSE AND NOT WILLFUL NEGLECT, AND SUCH EVENT WAS CORRECTED WITHIN THE CORRECTION PERIOD FOR SUCH EVENT. THE FOUNDATION HAS NOT RECEIVED ANY DEFICIENCY NOTICES FROM THE INTERNAL REVENUE SERVICE. |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| AGENCY ACCT. WY COMMUNITY FOUND. | FMV | 46,246 | 46,246 |
| Description | Amount |
|---|---|
| WCF - UNREALIZED GAIN | 2,147 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WCF - INVESTMENT EXPENSES | 750 | 750 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| SECRETARY OF STATE | 25 | 13 | 12 | |
| EXCISE TAXES | 644 |