DONOVAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONOVAN FAMILY FOUNDATION (EIN 36-7463172)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349102695
- Schema version
- 2022v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T13:05:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 OTTAWA AVENUE NW SUITE 600 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367463172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOVAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONO | BusinessNameControlTxt |
| Phone | 3072006499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 N PRATT PO BOX 7882 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E DONOVAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3072006499 | PhoneNum |
| Signature | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | DONOVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA PISTRO | PreparerPersonNm |
| PTIN | P00227729 | PTIN |
| Phone | 6163367900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,442,832 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $281 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $828 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $828 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $90,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,577 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $480,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,498 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,927,994 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,944,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,274,334 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,408,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,113,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,442,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,408,835 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,113,305 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,408,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,113,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,408,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,113,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,408,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,121,418 | SubtotalAmt |
| Other Decreases | $8,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,113,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 11,013.216 UNITES JPM INCOME FUND - CL I FUND 3491 | P | 2021-03-18 | 2022-03-09 | $100,000 | $104,359 | -$4,359 | -$4,359 |
| 90 UNITS CSX CORP | P | 2013-01-25 | 2022-11-03 | $2,600 | $668 | $1,932 | $1,932 |
| 3,015.682 UNITS JPM INCOME FUND - CL I FUND 3491 | P | 2021-03-18 | 2022-11-30 | $25,000 | $28,470 | -$3,470 | -$3,470 |
| 2,986.858 UNITS JPM INCOME FUND - CL I FUND 3491 | P | 2021-03-18 | 2022-12-13 | $25,000 | $28,283 | -$3,283 | -$3,283 |
| 5,025.126 UNITS JPM MANAGED INCOME FUND | P | 2021-03-18 | 2022-08-24 | $50,000 | $50,400 | -$400 | -$400 |
| 5,285.412 UNITS JPM UNCONSTRAINED DEBT FUND | P | 2019-07-19 | 2022-08-24 | $50,000 | $52,153 | -$2,153 | -$2,153 |
| 330 UNITS ORGANON & CO | P | 2012-07-09 | 2022-11-03 | $8,515 | $6,653 | $1,862 | $1,862 |
| WCM FOCUSED INTL GROWTH | P | $265 | $265 | $265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,606 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $950 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $950 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $375 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JP MORGAN CHASE BANK NA | IndividualWithBooksNm |
| Phone | 8668885157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL1-0117 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E DONOVAN | ||||||||
| 1905 N PRATT PO BOX 7882 | JACKSON | WY | 83002 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NANCY S DONOVAN | ||||||||
| 1905 N PRATT PO BOX 7882 | JACKSON | WY | 83002 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,358,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,697,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,697,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,641,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,315 | TotalTaxAmt |
| Distributable Before Adj | $180,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $343,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,356 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $87,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $490,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,725 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $652,991 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,356 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $580,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,092 | ExcessFromYear4Amt |
| Excess From Year3 | $68,327 | ExcessFromYear3Amt |
| Excess From Year2 | $183,828 | ExcessFromYear2Amt |
| Excess From Year1 | $78,663 | ExcessFromYear1Amt |
| Excess From Current Year | $162,725 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID E DONOVAN | ContributingManagerNm |
| Contributing Manager | NANCY S DONOVAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHURCH - OUR LADY OF THE MOUNTAINS (JACKSON) | |||||||
| 201 S JACKSON ST | JACKSON | WY | 83001 | NONE | PC | GENERAL | $10,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL | $57,000 |
| DANCERS WORKSHOP | |||||||
| 2510 BELMAR BLVD | BELMAR | NJ | 07719 | NONE | PC | GENERAL | $5,000 |
| FIRST BAPTIST CHURCH JACKSON | |||||||
| 90 W KELLY AVE | JACKSON | WY | 83001 | NONE | PC | GENERAL | $5,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| 3330 CODY LN | TETON VILLAGE | WY | 83025 | NONE | PC | GENERAL | $75,000 |
| GTNPF ANNUAL FUND | |||||||
| PO BOX 249 | MOOSE | WY | 83012 | NONE | PC | GENERAL | $10,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL | $5,000 |
| KILT (VIA CREATIVE VISIONS) | |||||||
| 18820 PACIFIC COAST HIGHWAY 201 | MALIBU | CA | 90265 | NONE | PC | GENERAL | $6,000 |
| LAKE FOREST COLLEGE ANNUAL GIFT | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL | $10,000 |
| NORTH YELLOWSTONE EDUCATION FOUNDATION | |||||||
| PO BOX 166 | GARDINER | MT | 59030 | NONE | PC | GENERAL | $5,000 |
| PESTALOZZI US CHILDREN'S CHARITY | |||||||
| 1202 LEXINGTON AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $5,000 |
| SILICON COULOIR | |||||||
| PO BOX 804 | JACKSON | WY | 83001 | NONE | PC | GENERAL | $5,000 |
| STANFORD UNIVERSITY HOOVER INSTITUTION | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL | $15,000 |
| STATE POLICY NETWORK | |||||||
| 1655 NORTH FORT MYER DRIVE | ARLINGTON | VA | 22209 | NONE | PC | GENERAL | $5,000 |
| TETON COUNTY SEARCH AND RESCUE | |||||||
| 300 SOUTH BATCH PLANT RD | JACKSON | WY | 83001 | NONE | PC | GENERAL | $20,000 |
| TETON PINES CC SCHOLARSHIP FUND | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | GENERAL | $500 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 298200 | FORT WORTH | TX | 76219 | NONE | PC | GENERAL | $60,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82070 | NONE | PC | GENERAL | $10,000 |
| YELLOWSTONE FOREVER | |||||||
| PO BOX 1857 | BOZEMAN | MT | 59771 | NONE | PC | GENERAL | $30,000 |
| YOUNG LIFE | |||||||
| PO BOX 14861 | JACKSON | WY | 83002 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,468 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $90,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,971 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $5,990 | Amt |
| Net Investment Income | $5,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FREEPORT-MCMORAN INC | $69,300 | $76,000 |
| JOHNSON & JOHNSON | $206,320 | $492,854 |
| JPMORGAN CHASE & CO | $1,713,459 | $649,178 |
| MERCK & CO. INC | $132,835 | $366,135 |
| CORTEVA INC | $12,345 | $45,025 |
| DOW INC | $24,106 | $38,599 |
| DUPONT DE NEMOURS INC | $16,811 | $24,981 |
| APPLE INC | $200,491 | $215,034 |
| AMAZON.COM INC | $200,837 | $110,880 |
| FEDEX CORP | $200,408 | $130,766 |
| INTL FLAVORS & FRAGRANCES | $18,566 | $30,194 |
| PEPSICO INC | $200,432 | $272,797 |
| QUALCOMM INC | $200,416 | $168,758 |
| TEXAS INSTRUMENTS INC | $200,692 | $189,177 |
| EAFE EQUITY - WCM FOCUSED INTL GROWTH | $315,913 | $252,980 |
| HEDGE FUND - JPM EQTY PREM INC FD | $231,876 | $210,976 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $8,113 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL AG FILING FEE | Desc |
| Revenue And Expenses Per Books | $115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPM EQUITY PREM INCOME FD | Desc |
| Revenue And Expenses Per Books | $828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $828 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $28,783 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |