HUGHES CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HUGHES CHARITABLE FOUNDATION (EIN 81-0891916)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-17
- IRS object ID
- 202110769349100311
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-17T14:31:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810891916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUGH | BusinessNameControlTxt |
| Phone | 8057521331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12649 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY HUGHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057521331 | PhoneNum |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MOLLY | PersonFirstNm |
| Person Last | HUGHES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON C CARTER | PreparerPersonNm |
| PTIN | P01242412 | PTIN |
| Phone | 8592552341 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $61,500 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,080,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,986 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,986 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,282,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,039 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,173 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,317 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,856 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,850 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,071 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,875 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,185 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,190 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,190 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,064 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,626,889 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,626,889 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,900,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,861,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,618,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,141,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,500 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $551,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,696,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,500 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $80,000 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $80,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,616,267 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,500 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,616,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,696,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,616,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,618,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,000 | OtherIncreasesAmt |
| Subtotal | $61,959 | SubtotalAmt |
| Other Decreases | $459 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - DETAIL AVAILABLE UPON REQUEST | 2020-12-31 | 2020-12-31 | $808,276 | $620,266 | $188,010 | $188,010 | |
| CAPITAL GAINS DIVIDENDS | $1,343 | $1,343 | $1,343 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,353 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $188,010 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,270 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,270 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $821 | 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 | $821 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,449 | 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 | CA | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOLLY HUGHES | IndividualWithBooksNm |
| Phone | 8057521331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CREAMERY LN | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY WAYNE HUGHES JR | ||||||||
| 1200 CREAMERY LANE | JACKSON | WY | 83001 | CHAIR | 1.00 | $0 | $0 | $0 |
| MOLLY HUGHES | ||||||||
| 1200 CREAMERY LANE | JACKSON | WY | 83001 | PRESIDENT | 40.00 | $135,000 | $0 | $0 |
| TY GREEN | ||||||||
| 1150 OSOS STREET SUITE 203 | SAN LUIS OBISPO | CA | 93401 | SECRETARY/TREASURER | 10.00 | $18,173 | $0 | $0 |
| JAN BERDAR | ||||||||
| 1150 OSOS STREET SUITE 203 | SAN LUIS OBISPO | CA | 93401 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA HEINBOCKEL | ||||||||
| 1150 OSOS STREET SUITE 203 | SAN LUIS OBISPO | CA | 93401 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $619,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $817,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,437,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,437,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,415,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,270 | TotalTaxAmt |
| Distributable Before Adj | $68,526 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $64,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,526 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,526 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,861,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,861,634 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,861,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,601,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,211,963 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,025,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,610,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,449,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,861,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,526 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,729,108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,179,068 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,179,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,601,786 | ExcessFromYear4Amt |
| Excess From Year3 | $1,211,963 | ExcessFromYear3Amt |
| Excess From Year2 | $1,025,892 | ExcessFromYear2Amt |
| Excess From Year1 | $2,610,319 | ExcessFromYear1Amt |
| Excess From Current Year | $2,729,108 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY WAYNE HUGHES JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ART PARTNERS | |||||||
| PO BOX 2188 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $81,000 |
| BECOMING JACKSON WHOLE | |||||||
| PO BOX 4717 | JACKSON | WY | 83001 | NONE | POF | UNRESTRICTED SUPPORT | $36,039 |
| BOYS & GIRLS CLUB OF DOUGLAS | |||||||
| 802 RIVERBEND DR | DOUGLAS | WY | 82633 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| BOYS & GIRLS CLUB OF MID-CENTRAL COAST | |||||||
| 901 N RAILROAD AVE | SANTA MARIA | WY | 93458 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| BRAIN EDUCATION STRATEGIES & TECHNOLOGY | |||||||
| 24310 MOULTON PKWY STE O | LAGUNA HILLS | CA | 92637 | NONE | PC | UNRESTRICTED SUPPORT | $36,250 |
| BUFFALO BILL CENTER FOR THE WESTMIDDLETON UC BERKELEY RESEARCH | |||||||
| 720 SHERIDAN AVENUE | CODY | WY | 82414 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| CALIFORNIA MID STATE HERITAGE FOUNDATION INC | |||||||
| PO BOX 8 | PASO ROBLES | CA | 93447 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| CATHEDRAL HOME FOR CHILDREN | |||||||
| 4989 N 3RD STREET | LARAMIE | WY | 82072 | NONE | PC | UNRESTRICTED SUPPORT | $100,000 |
| CHILDREN ADVOCACY PROJECT INC | |||||||
| 350 NORTH ASH | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $40,000 |
| CHRISTIAN FOOD STORE HOUSE INC | |||||||
| 303 WEBBWOOD | RIVERTON | WY | 82501 | NONE | PC | UNRESTRICTED SUPPORT | $2,500 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST ST | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $100,000 |
| COMMUNITY ENTRY SERVICES INC | |||||||
| 2441 PECK AVE | RIVERTON | WY | 82501 | NONE | PC | UNRESTRICTED SUPPORT | $32,685 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $25,000 |
| CULTIVATE | |||||||
| PO BOX 641 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| DOWNRANGE WARRIORS | |||||||
| PO BOX 2251 | CODY | WY | 82414 | NONE | PC | UNRESTRICTED SUPPORT | $12,000 |
| EAGLES HOPE TRANSITIONS | |||||||
| 720 W MAIN | RIVERTON | WY | 82501 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| EASTERN SHOSHONE TRIBAL | |||||||
| 14 NORTH FORK RD | FORT WASHAKIE | WY | 82514 | NONE | GOV | UNRESTRICTED SUPPORT | $10,000 |
| FAMILY PROMISE OF CHEYENNE | |||||||
| 2950 SPRUCE DR | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| FIRST LIGHT BRIDGE INC | |||||||
| PO BOX 548 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY | |||||||
| 1180 KENDALL ROAD | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $75,000 |
| FRIDAY FOOD BAGCHEYENNE | |||||||
| 600 E CARLSON ST SUITE F | CHEYENNE | WY | 82003 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| FRIENDS OF PATHWAYS | |||||||
| PO BOX 2062 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $45,000 |
| FUND FOR PUBLIC EDUCATION | |||||||
| PO BOX 1048 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| GAP | |||||||
| PO BOX 6971 | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $20,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| HOLE FOOD RESCUE | |||||||
| 1524 MARTIN LN | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $160,325 |
| INTERFAITH OF NATRONA CO | |||||||
| 140 EAST K STREET SUITE 100 | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| JACKSON HOLE COMMUNITY COUNSELING CENTER | |||||||
| PO BOX 1868 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $25,000 |
| JOSHUA'S STOREHOUSE AND DISTRIBUTION CENTER | |||||||
| 201 E 2ND STREET | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| LANDER CARE AND SHARE FOODBANK | |||||||
| 281 GARFIELD ST | LANDER | WY | 82520 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| LANDER PET CONNECTION INC | |||||||
| 120 CHITTIM RD | LANDER | WY | 82520 | NONE | PC | UNRESTRICTED SUPPORT | $75,000 |
| MEDICAL DEBT RESOLUTIONS INC | |||||||
| 80 THEODORE FREMD AVENUE | RYE | NY | 10580 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| MIMI'S HOUSE CASPER | |||||||
| PO BOX 2006 | CASPER | WY | 82602 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| NATIONAL ASSOCIATION OF COUNCILS ON DEVELOPMENT DISABILITIES | |||||||
| 1825 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | PC | UNRESTRICTED SUPPORT | $15,000 |
| NORTHERN WYOMING COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 6328 WHITNEY WAY | SHERIDAN | WY | 82801 | NONE | PC | UNRESTRICTED SUPPORT | $3,000 |
| ONE 22 INC | |||||||
| PO BOX 1232 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $115,113 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | UNRESTRICTED SUPPORT | $65,000 |
| PAWS OF JACKSON HOLE | |||||||
| 320 E BROADWAY AVE 2B | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $25,000 |
| ROTARY CLUB OF JH FOUNDATION | |||||||
| PO BOX 3315 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| SAN LUIS OBISPO COUNTY YMCA | |||||||
| 1020 SOUTHWOOD DRIVE | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $84,000 |
| SAN LUIS OBISPO REPERTORY THEATRE | |||||||
| 888 MORRO ST | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $332,000 |
| SETON HOUSE CASPER | |||||||
| 919 N DURBIN ST | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $20,000 |
| SLOW FOOD IN THE TETONS | |||||||
| PO BOX 7290 | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| SPREAD THE LOVE COMM | |||||||
| PO BOX 13743 | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| ST JOHN'S HOSPITAL FOUNDATION | |||||||
| 555 E BROADWAY AVE 213 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $203,000 |
| ST JOSEPH'S CHILDREN'S HOME | |||||||
| PO BOX 1117 | TORRINGTON | WY | 82240 | NONE | PC | UNRESTRICTED SUPPORT | $80,000 |
| TETON LITERACY CENTER | |||||||
| 1715 HIGH SCHOOL RD 260 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| TETON YOUTH & FAMILY SERVICES | |||||||
| 510 SOUTH CACHE | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $65,000 |
| TRIBE JH | |||||||
| PO BOX 6818 | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| UNITED CHURCH OF CHRIST SAN LUIS OBISPO | |||||||
| 1124 LOS OSOS VALLEY ROAD | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WIND RIVER DEVELOPMENT FUND | |||||||
| 3 ETHETE ROAD | FT WASHAKIE | WY | 82514 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WIND RIVER FAMILY & COMMUNITY HEALTHCARE | |||||||
| 14 GREAT PLAINS ROAD | ARAPAHOE | WY | 82501 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WOMENTUM INC | |||||||
| PO BOX 1983 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $34,750 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | UNRESTRICTED SUPPORT | $27,035 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 5150 RESERVE DR | EVANSVILLE | WY | 82636 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WYOMING FOOD FOR THOUGHT PROJECT | |||||||
| 900 SAINT JOHN ST | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| WYOMING GOVERNOR'S RESIDENCE FOUNDATION | |||||||
| 5001 CENTRAL AVE | CHEYENNE | WY | 82009 | NONE | PC | UNRESTRICTED SUPPORT | $65,192 |
| WYOMING L YOUTH CONFERENCEUW FOUNDATION | |||||||
| 222 S 22ND STREET | LARAMIE | WY | 82070 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WYOMING WILDLIFE FOUNDATION | |||||||
| 1472 N 5TH STREET | LARAMIE | WY | 82072 | NONE | PC | UNRESTRICTED SUPPORT | $2,000 |
| YES HOUSE FOUNDATION | |||||||
| 905 NORTH GURLEY AVE | GILLETTE | WY | 82716 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| YOUTH CRISIS CENTER INC | |||||||
| 1656 EAST 12TH STREET | CASPER | WY | 82601 | NONE | PC | UNRESTRICTED SUPPORT | $15,000 |
| YOUTH DEVELOPMENT SERVICES | |||||||
| PO BOX 1328 | DOUGLAS | WY | 82633 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,626,889 | 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 | $2,986 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $189,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,039 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY WAYNE HUGHES JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CREAMERY LANE | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,080,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,200 | Amt |
| Net Investment Income | $10,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,600 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,700 | LegalFeesAmt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $2,556 | $0 | $0 |
| ACCRUED INTEREST | $644 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $459 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL SERVICE FEE | $1,236 | $0 | $0 | $1,236 |
| INSURANCE | $3,648 | $0 | $0 | $3,648 |
| TELEPHONE | $1,537 | $0 | $0 | $1,537 |
| OFFICE EXPENSE | $2,960 | $0 | $0 | $2,960 |
| OTHER CONTRACT SERVICES | $13,133 | $0 | $0 | $13,133 |
| ANNUAL FILINGS | $550 | $0 | $0 | $550 |
| LOCAL COVID-19 RELIEF SUPPORT | $1,000 | $0 | $0 | $1,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF AMOUNT PREVIOUSLY TREATED AS QUALIFYING DISTRIBUTION | Desc |
| Amt | $64,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,071 | Amt |
| Net Investment Income | $7,071 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $12,417 | $1,242 | $0 | $11,175 |
| FOREIGN TAXES | $633 | $633 | $0 | $0 |
| CALIFORNIA FTB TAX | $10 | $0 | $0 | $10 |