Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SNOW REDFERN MEMORIAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 639
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLIANCE, NE69301
A Employer identification number

47-0491917
B Telephone number (see instructions)

(308) 762-6370
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,719,477
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 19,703
2 Check right arrow.............
3 Interest on savings and temporary cash investments 582 582  
4 Dividends and interest from securities... 206,976 206,976  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,514,950
b Gross sales price for all assets on line 6a 5,510,290
7 Capital gain net income (from Part IV, line 2)... 1,514,950
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,742,211 1,722,508  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,703 4,035   76,668
14 Other employee salaries and wages...... 27,542 0   27,542
15 Pension plans, employee benefits....... 13,315 666   12,649
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 10,542 0   10,542
c Other professional fees (attach schedule).... 70,730 70,730   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 27,683 325   8,387
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,000 0   3,000
21 Travel, conferences, and meetings....... 2,439 0   2,439
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 40,055 0   40,055
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 276,009 75,756   181,282
25 Contributions, gifts, grants paid....... 240,599 240,599
26 Total expenses and disbursements. Add lines 24 and 25 516,608 75,756   421,881
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,225,603
b Net investment income (if negative, enter -0-) 1,646,752
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 318,846 317,332 317,332
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,691 1,436 1,436
10a Investments—U.S. and state government obligations (attach schedule) 1,258,057 Click to see attachment
List of Attached Documents:
// Content
2,910,010
2,910,010
b Investments—corporate stock (attach schedule)....... 2,775,239 0 0
c Investments—corporate bonds (attach schedule)....... 1,351,916 Click to see attachment
List of Attached Documents:
// Content
679,064
679,064
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,998,693 Click to see attachment
List of Attached Documents:
// Content
5,797,606
5,797,606
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
15,481
Click to see attachment
List of Attached Documents:
// Content
14,029
Click to see attachment
List of Attached Documents:
// Content
14,029
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,719,923 9,719,477 9,719,477
Liabilities 17 Accounts payable and accrued expenses.......... 2,855 22,348
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,583
Click to see attachment
List of Attached Documents:
// Content
14,871
23 Total liabilities (add lines 17 through 22)......... 14,438 37,219
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,247,069 9,219,842
25 Net assets with donor restrictions............ 458,416 462,416
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,705,485 9,682,258
30 Total liabilities and net assets/fund balances (see instructions). 8,719,923 9,719,477
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,705,485
2
Enter amount from Part I, line 27a .....................
2
1,225,603
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,931,088
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
248,830
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,682,258
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a ADOBE INC.      
b ALCON INC ORD SHS      
c ALPHABET INC CAP STK CL A      
d AMAZON.COM INC COM      
e AMERICAN TOWER CORPORATION      
APPLE INC COM      
APTARGROUP INC COM      
BERKSHIRE HATHAWAY INC DEL CL B NEW      
BLACKROKC INC COM      
BWX TECHNOLOGIES INC COM      
CABLE ONE INC COM      
CASEYS GEN STORES INC COM      
CHEMED CORP NEW COM      
COPART INC COM      
EDWARDS LIFESCIENCIES CORP COM      
EOG RES INC COM      
GENERAC HLDGS INC COM      
HOME DEPOT INC COM      
INTERNATIONAL EXCHANGE INC COM      
INTUITIVE SURGICAL INC COM NEW      
IQVIA HLDGS INC COM      
ISHARES CORE S&P MID-CAP ETF      
ISHARES CORE S&P SMALL-CAP ETF      
JPMORGAN CHASE & CO COM      
LITHIA MTRS INC CL A COM      
LOWES COS INC COM      
MASTERCARD INC CL A      
META PLATFORM INC      
MICROSOFT CORP COM      
NVIDIA CORP COM      
OLD DOMINION FGHT LINES INC COM      
PALO ALTO NETWORKS INC COM      
PAYPAL HLDGS INC COM      
POOL CORPORATION COM      
PROGRESSIVE CORP OH COM      
S&P GLOBAL INC COM      
SALESFORCE INC      
SERVICENOW INC COM      
SHERWIN WILLIAMS CO COM      
SVB FINL GROUP COM      
TEXAS PAC LD CORP      
THERMO FISHER CORP COM      
TRANSUNION COM      
ULTA BEAUTY INC      
UNION PACIFIC CORP COM      
UNITEDHEALTH GROUP INC COM      
VANGUARD FTSE DEVELOPED MARKETS ETF      
VANGUARD FTSE EMERGING MARKETS ETF      
VANGUARD SHORT-TERM CORPORATE BOND ETF      
VISA INC COM C1 A      
ZOETIS INC CL A      
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 111,384   50,552 60,832
b 77,496   59,378 18,118
c 261,355   113,183 148,172
d 193,951   136,766 57,185
e 32,009   37,411 -5,402
201,942   50,522 151,420
38,706   45,724 -7,018
101,047   58,992 42,055
51,794   35,049 16,745
54,053   48,419 5,634
31,274   69,593 -38,319
66,125   36,874 29,251
47,990   38,690 9,300
34,628   30,821 3,807
39,393   35,549 3,844
73,748   61,258 12,490
32,422   42,009 -9,587
61,814   40,910 20,904
42,649   27,889 14,760
50,081   34,538 15,543
33,615   18,016 15,599
178,719   146,719 32,000
223,436   202,535 20,901
108,440   84,026 24,414
51,556   45,651 5,905
52,379   27,453 24,926
121,690   63,852 57,838
88,752   74,791 13,961
330,427   149,254 181,173
214,024   41,667 172,357
164,548   53,039 111,509
173,204   56,824 116,380
43,563   65,615 -22,052
29,877   26,107 3,770
110,308   56,179 54,129
85,378   64,208 21,170
44,600   39,401 5,199
76,744   53,320 23,424
29,375   15,651 13,724
36   30,736 -30,700
58,240   50,346 7,894
53,951   26,950 27,001
46,140   53,831 -7,691
64,057   42,249 21,808
60,875   41,638 19,237
115,709   56,570 59,139
117,383   102,778 14,605
91,206   101,295 -10,089
987,458   1,049,124 -61,666
120,549   75,241 45,308
30,190   26,147 4,043
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       60,832
b       18,118
c       148,172
d       57,185
e       -5,402
      151,420
      -7,018
      42,055
      16,745
      5,634
      -38,319
      29,251
      9,300
      3,807
      3,844
      12,490
      -9,587
      20,904
      14,760
      15,543
      15,599
      32,000
      20,901
      24,414
      5,905
      24,926
      57,838
      13,961
      181,173
      172,357
      111,509
      116,380
      -22,052
      3,770
      54,129
      21,170
      5,199
      23,424
      13,724
      -30,700
      7,894
      27,001
      -7,691
      21,808
      19,237
      59,139
      14,605
      -10,089
      -61,666
      45,308
      4,043
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,514,950
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,890
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,890
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,890
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,919
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,919
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 18,971
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowSNOWREDFERN.ORG
14
The books are in care ofright arrowSARA WILCOX Telephone no.right arrow (308) 762-6370

Located atright arrow305 BOX BUTTEALLIANCENE ZIP+4right arrow69301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DENISE HARRIS PRESIDENT
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
MARA ANDERSEN VICE PRESIDENT
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
SEAN RIDGEWAY SECRETARY
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
DUSTIN CHESTER TREASURER
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
THOMAS ELLIOTT DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
TERESA SANDERS DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
BROOKE SHELMADINE DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
NATHAN JAGGERS DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
JENNY LANIK DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
ANDREW HUNZEKER DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
LESLIE SHAVER DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
ROB EIRICH DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
KARLA BENNETTS DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
ROSEY HIGGS DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
MEGAN WALTER DIRECTOR
1.00
0 0 0
305 BOX BUTTE
ALLIANCE,NE69301
SARA WILCOX EXECUTIVE DIRECTOR
40.00
77,176 13,315 2,400
1785 LAUREL AVE
GERING,NE69341
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,171,211
b
Average of monthly cash balances.......................
1b
24,120
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,195,331
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,195,331
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
137,930
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,057,401
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
452,870
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
452,870
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,890
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,890
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
429,980
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
429,980
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
429,980
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
421,881
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
421,881
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 429,980
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 2,404
e From 2022...... 34,125
f Total of lines 3a through e ........ 36,529
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 421,881
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 421,881
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 8,099 8,099
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 28,430
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
28,430
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 28,430
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SARA WILCOX
PO BOX 639
ALLIANCE,NE69301
(308) 762-6370
SARA@SNOWREDFERN.ORG
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION RECEIVED ONLINE; NAME, CONTACT PERSON, ADDRESS, PHONE NUMBER, EIN, PURPOSE OF GRANT REUEST, IDENTIFY OUTCOME FOR THE GRANT
cAny submission deadlines:
JULY 1 TO AUGUST 1 EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTEE HAS TO BE BASED IN NEBRASKA, NONPROFIT, 501C3, PROVIDING SERVICES TO DISADVANTAGED AND AT RISK YOUTH IN NEBRASKA
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

BANISTERS LEADERSHIP ACADEMY

PO BOX 4002
OMAHA,NE68104
  PUBLIC CHARITY WELL-BEING 2,000

YWCA ADAMS COUNTY

2525 W 2ND ST 110
HASTINGS,NE68901
  PUBLIC CHARITY EDUCATION 1,500

SUMMER PROGRAM-CAMP SCOTT

415 W 31ST ST
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY EDUCATION 1,600

BRIDGEPORT TEAMMATES

800 Q ST
BRIDGEPORT,NE69336
  PUBLIC CHARITY WELL-BEING 1,000

LEXINGTON PUBLIC SCHOOLS

300 S WASHINGTON ST
LEXINGTON,NE68850
  SCHOOL WELL-BEING 1,500

PRAIRIE LOFT

4705 DLD RD
HASTINGS,NE68901
  PUBLIC CHARITY EDUCATION 3,000

ALLIANCE RECREATION CENTER

1202 E 10TH ST
ALLIANCE,NE69301
  PUBLIC CHARITY EDUCATION 8,100

CASA OF SOUTHCENTRAL NE

1924 W A STREET
HASTINGS,NE68901
  PUBLIC CHARITY WELL-BEING 1,000

PANHANDLE PUBLIC HEALTH

808 BOX BUTTE AVE
HEMINGFORD,NE69348
  PUBLIC HEALTH BASIC NEEDS 4,720

NEBRASKA CASA ASSOCIATION

3701 SUMNER ST
LINCOLN,NE68506
  PUBLIC CHARITY WELL-BEING 20,000

UNITED WAY OF WESTERN NEBRASKA

1517 BROADWAY SUITE 106
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY BASIC NEEDS 2,000

SPOUSE ABUSE SEXUAL ASSAULT CENTER

220 S BURLINGTON AVE SUITE 4
HASTINGS,NE68901
  PUBLIC CHARITY EDUCATION 500

LEXINGTON PUBLIC SCHOOLS

300 S WASHINGTON ST
LEXINGTON,NE68850
  SCHOOL BASIC NEEDS 1,500

THE BRIGGS & BARRETT PROJECT

1108 RIVERSIDE BLVD STE A
NORFOLK,NE68701
  PUBLIC CHARITY WELL-BEING 1,500

TEAMMATES OF SCOTTS BLUFF COUNTY

1306 MOCKINGBIRD DR
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY WELL-BEING 2,000

CARNEGIE ARTS CENTER INC

204 W 4TH ST
ALLIANCE,NE69301
  PUBLIC CHARITY EDUCATION 3,000

CARPENTER CENTER

116 TERRY BLVD
GERING,NE69341
  PUBLIC CHARITY EDUCATION 4,000

CENTRAL PLAINS CENTER FOR SERVICES

610 NORTH 13TH AVE
BROKEN BOW,NE68822
  PUBLIC CHARITY EDUCATION 1,000

PANHANDLE PARTNERSHIP INC

1517 BROADWAY SUITE 106
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY WELL-BEING 6,000

LYONHEART EQUINE ASSISTED LEARNING

3135 WEST 22ND ST
KEARNEY,NE68845
  PUBLIC CHARITY EDUCATION 4,000

GIRL SCOUTS SPIRIT OF NEBRASKA

8230 BEECHWOOD DR
LINCOLN,NE68510
  PUBLIC CHARITY WELL-BEING 1,500

OMAHA CONSERVATORY OF MUSIC

7023 CASS STREET
OMAHA,NE68132
  PUBLIC CHARITY EDUCATION 3,000

FAMILIES CARE INC

4111 4TH AVE SUITE 2
KEARNEY,NE68845
  PUBLIC CHARITY WELL-BEING 5,000

ALLIANCE PUBLIC SCHOOLS

1400 BOX BUTTE AVE
ALLIANCE,NE69301
  SCHOOL EDUCATION 3,000

NEBRASKA CASA ASSOCIATION

3701 SUMNER AVE
LINCOLN,NE68506
  PUBLIC CHARITY WELL-BEING 20,000

PANHANDLE PUBLC HEALTH DISTRICT

PO BOX 337
HEMINGFORD,NE69348
  PUBLIC HEALTH PARTICIPATORY GRANTMAKING 50,000

PANHANDLE PARTNERSHIP

1517 BROADWAY SUITE 106
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY YOUNG WOMEN'S LEADERSHIP 10,000

TWIN CITIES DEVELOPMENT

1620 BROADWAY
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY CAREER CONNECTIONS 10,000

WNCC

2620 COLLEGE PARK
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY SCHOLARSHIP/INTERNSHIP 5,000

PPHD

PO BOX 337
HEMINGFORD,NE69348
  PUBLIC HEALTH CHIP-WELL-BEING/YOUTH VOICE 30,000

PANHANDLE PARTNERSHIP

1517 BROADWAY SUITE 106
SCOTTSBLUFF,NE69361
  PUBLIC CHARITY YOUTH IN POWER 11,179
CARVER HAUPTMAN


2440 COUNTY RD 58
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 1,000
TEGAN RICE


1022 T STREET
BRIDGEPORT,NE69336
  STUDENT TUITION/BOOKS 1,000
ARIELLE LAWRENCE


3711 RIVER ROAD
MARSLAND,NE69354
  STUDENT TUITION/BOOKS 1,000
TYLER COTTON


2820 COUNTY ROAD 68
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 1,000
AVERY DAVIES


7464 ARTHUR RD
HEMINGFORD,NE69348
  STUDENT TUITION/BOOKS 1,000
KASON LOOMIS


14120 RD 104
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 1,000
DELANEY CHILDERS


3041 CR 59
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 1,000
CAMBREE SCHMALTZ


10810 RD 79
BAYARD,NE69334
  STUDENT TUITION/BOOKS 1,000
SHELBY HARDIN


223 E HAMILTON ST PO BOX 474
MORRILL,NE69358
  STUDENT TUITION/BOOKS 2,000
KAYLEE HENTHORN


612 FLACK AVE
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 2,000
REBECCA SHY


PO BOX 582
OSHKOSH,NE69154
  STUDENT TUITION/BOOKS 2,000
GRACE DEAN


9213 ROAD 109
BRIDGEPORT,NE69336
  STUDENT TUITION/BOOKS 2,000
MANDIE YLANDER


5391 CHERRY RD
ALLIANCE,NE69301
  STUDENT TUITION/BOOKS 2,000
KYNDALL SPRAGUE


107 W CARROLL ST
HENRY,NE69358
  STUDENT TUITION/BOOKS 2,000
REGAN ANDERSON


2657 STATE HIGHWAY 250
LAKESIDE,NE69351
  STUDENT TUITION/BOOKS 2,000
Total .................................right arrow 3a 240,599
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 582  
4 Dividends and interest from securities ....     14 206,976  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,514,950  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,722,508 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,722,508
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SNOW REDFERN MEMORIAL FOUNDATION
 
Employer identification number

47-0491917
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SNOW REDFERN MEMORIAL FOUNDATION
 
Employer identification number
47-0491917
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
KEVIN DAHLSTEDT
11617 N FLAT IRON DR
 
TUCSON, AZ85737

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SNOW REDFERN MEMORIAL FOUNDATION
 
Employer identification number

47-0491917
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SNOW REDFERN MEMORIAL FOUNDATION
 
Employer identification number

47-0491917
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 10,542 0   10,542

TY 2023 InvestmentsCorpBondsSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 96,892 96,892
VANGUARD SHORT-TERM CORPORATE BOND ETF 389,171 389,171
VANGUARD SCOTTSDALE FDS LONG-TERM CORPORATE BOND INDEX FUND 193,001 193,001

TY 2023 InvestmentsGovtObligationsSch
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
US Government Securities - End of Year Book Value:

2,910,010
US Government Securities - End of Year Fair Market Value:

2,910,010
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE S&P 500 ETF FMV 2,732,044 2,732,044
ISHARES CORE S&P MID-CAP ETF FMV 1,156,547 1,156,547
ISHARES RUSSELL 1000 VALUE ETF FMV 174,504 174,504
ISHARES CORE S&P SMALL-CAP ETF FMV 576,431 576,431
VANGUARD FTSE DEVELOPED MARKETS ETF FMV 573,679 573,679
VANGUARD FTSE EMERGING MARKETS ETF FMV 584,401 584,401

TY 2023 OtherAssetsSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WESTCO 15,481 14,029 14,029


TY 2023 OtherDecreasesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Description Amount
UNREALIZED LOSSES 247,904
CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 926


TY 2023 OtherExpensesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOARD EXPENSE 4,272 0   4,272
COMMUNICATION EXPENSE 5,376 0   5,376
OFFICE SUPPLIES 1,133 0   1,133
MEMBERSHIP AND DUES 400 0   400
MARKETING 23,795 0   23,795
DONOR SOFTWARE 1,960 0   1,960
INSURANCE 3,115 0   3,115
BANK CHARGES 4 0   4


TY 2023 OtherLiabilitiesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 3,305 3,388
VACATION AND PERSONAL LEAVE PAYABLE 2,940 6,467
ANNUITIES PAYABLE 5,338 5,016


TY 2023 OtherProfessionalFeesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 70,730 70,730   0


TY 2023 TaxesSchedule
Name:
SNOW REDFERN MEMORIAL FOUNDATION
EIN:
47-0491917
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 8,712 325   8,387
FEDERAL EXCISE TAX 18,971 0   0