PAMELA AND WAYNE GARRISON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PAMELA AND WAYNE GARRISON FAMILY FOUNDATION (EIN 46-5587018)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349103147
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T19:47:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN HARDWICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 N FRONTAGE RD STE 2 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72703 | 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 | 465587018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela and Wayne Garrison Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALEXANDRA GARRISON | InCareOfNm |
| Business Name Control | GARR | BusinessNameControlTxt |
| Phone | 3076901442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXANDRA GARRISON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3076901442 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEXANDRA | PersonFirstNm |
| Person Last | GARRISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH HARDWICK | PreparerPersonNm |
| PTIN | P00632203 | PTIN |
| Phone | 4795878080 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,860,467 | 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 | $625 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $241,863 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $241,863 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $513,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,953,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,677,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,953,794 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $931 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,710,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,709,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,512 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $37 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $20,600 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $206,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,712 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $656 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,520 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $451,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,471,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,471,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,922,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,471,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,787,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,477,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,117,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,941,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,941,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,416,250 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,675,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,562,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,503,188 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,794,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,503,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,860,467 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,608 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$15,977 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$15,977 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $27,791,231 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,519,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,791,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,519,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,794,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,503,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,791,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,787,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,579,009 | SubtotalAmt |
| Other Decreases | $59,348 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,519,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 900 SHS - JBHT | $107,979 | $23 | $107,956 | $107,956 | |
| 18,352 SHS - JBHT | $2,196,585 | $459 | $2,196,126 | $2,196,126 | |
| 33,349 SHS - JBHT | $3,991,604 | $834 | $3,990,770 | $3,990,770 | |
| 16,739 SHS - JBHT | $1,998,542 | $418 | $1,998,124 | $1,998,124 | |
| GOLDMAN SACHS (GWK) | $1,020,146 | $1,071,526 | -$51,380 | -$51,380 | |
| GOLDMAN SACHS (GWK) | $293,318 | $367,851 | -$74,533 | -$74,533 | |
| GOLDMAN SACHS (EQ INC STRAT) | $1,952,508 | $1,830,492 | $122,016 | $122,016 | |
| GOLDMAN SACHS (EQ INC STRAT) | $4,191,682 | $4,399,331 | -$207,649 | -$207,649 | |
| GOLDMAN SACHS (SHAPIRO) | $2,298,304 | $2,043,157 | $269,741 | $255,147 | |
| GOLDMAN SACHS (SHAPIRO) | $1,108,045 | $1,008,312 | $116,427 | $99,733 | |
| GOLDMAN SACHS (GOV/CORP) | $274,995 | $274,807 | $188 | $188 | |
| GOLDMAN SACHS (GOV/CORP) | $5,765,036 | $5,533,080 | $231,956 | $231,956 | |
| GOLDMAN SACHS (GOV/CORP) | $944,028 | $908,089 | $35,939 | $35,939 | |
| GOLDMAN SACHS (GOV/CORP) | $433,299 | $424,750 | $8,549 | $8,549 | |
| GOLDMAN SACHS (DRY) | $971,651 | $964,665 | $6,986 | $6,986 | |
| GOLDMAN SACHS (DRY) | $5,403,998 | $5,319,989 | $84,009 | $84,009 | |
| GOLDMAN SACHS (PUT) | $84,219 | $575 | $83,644 | $83,644 | |
| GOLDMAN SACHS (JENNISON) | $3,639,055 | $3,610,094 | $32,723 | $28,961 | |
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P | |||
| CAPITAL GAIN DIVIDENDS | $2,202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,953,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131,744 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $131,744 | SubtotalAmt |
| Tax Based On Investment Income | $131,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $82,788 | TotalPaymentsAndCreditsAmt |
| Tax Due | $48,956 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDRA GARRISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076901442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE GARRISON | ||||||||
| PO BOX 744 | BIG HORN | WY | 82833 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| PAMELA GARRISON | ||||||||
| PO BOX 744 | BIG HORN | WY | 82833 | VICE-PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| ALEXANDRA GARRISON | ||||||||
| PO BOX 744 | BIG HORN | WY | 82833 | SECRETARY/TREASURER/DIRECTOR | 0 | $187,512 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,447,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,020,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,468,184 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,468,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $592,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,876,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,943,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,943,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131,744 | TotalTaxAmt |
| Distributable Before Adj | $1,812,064 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,812,064 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,812,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,471,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,471,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,471,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,812,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,607,208 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $283,654 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,471,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,471,250 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $283,654 | PriorYearUndistributedIncmAmt |
| Taxable1 | $283,654 | Taxable1Amt |
| Taxable2 | $135,958 | Taxable2Amt |
| Undistributed Income CY | $1,812,064 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MD ANDERSON CANCER CENTER (UNIVERSITY OF TEXAS) | |||||
| 1840 OLD SPANISH TRAIL | HOUSTON | TX | 77054 | PROVIDE FUNDS TO SUPPORT MISSION | $750,000 |
| THE 52ND STREET PROJECT | |||||
| 789 10TH AVE | NEW YORK | NY | 10019 | PROVIDE FUNDS TO ADVANCE MISSION | $8,000 |
| CRYSTAL BRIDGES MUSEUM | |||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | PROVIDE FUNDS TO ADVANCE MISSION | $657,250 |
| BOYS & GIRLS CLUB OF PBC | |||||
| 800 NORTHPOINT PKWY | WEST PALM BEACH | FL | 33407 | PROVIDE FUNDS TO ADVANCE MISSION | $10,000 |
| POLO TRAINING FOUNDATION | |||||
| 70 CLINTON ST | TULLY | NY | 13159 | PROVIDE FUNDS TO ADVANCE MISSION | $500 |
| KIDS DREAMS | |||||
| 1760 N JOG RD STE 150 | WEST PALM BEACH | FL | 33411 | PROVIDE FUNDS TO ADVANCE MISSION | $10,000 |
| SUFFIELD ACADEMY | |||||
| 185 N MAIN ST | SUFFIELD | CT | 06078 | PROVIDE FUNDS TO ADVANCE MISSION | $10,000 |
| PALM BEACH DAY ACADEMY | |||||
| 241 SEAVIEW AVE | PALM BEACH | FL | 33480 | PROVIDE FUNDS TO ADVANCE MISSION | $25,000 |
| NORTON MUSEUM OF ART | |||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | PROVIDE FUNDS TO ADVANCE MISSION | $275 |
| FLAGLER MUSEUM | |||||
| 1 WHITEHALL WAY | PALM BEACH | FL | 33480 | PROVIDE FUNDS TO ADVANCE MISSION | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,471,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,863 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $931 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,953,794 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,709,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,709,866 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | WAYNE GARRISON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,530,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 25,000 SHS - JBHT COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,530,500 | FairMarketValueAmt |
| Received | 2020-08-24 | ReceivedDt |
Charitable Contributions Detail CharitableContributionsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Gift Purpose | N/A | GiftPurposeTxt |
| Gift Use | N/A | GiftUseTxt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JBHT | StockNm |
| EOY Book Value | $625 | EOYBookValueAmt |
| EOYFMV | $3,416,250 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS (ADV BKG) | $6,013,047 | $7,439,010 |
| GOLDMAN SACHS (GWK) | $0 | $0 |
| GOLDMAN SACHS (EQ INC STRAT) | $7,581,196 | $10,528,607 |
| GOLDMAN SACHS (SHAPRIO) | $6,190,746 | $7,797,817 |
| GOLDMAN SACHS (GOV/CORP) | $769,798 | $798,881 |
| GOLDMAN SACHS (DRY POWDER) | $0 | $0 |
| GOLDMAN SACHS (JENNISON) | $6,007,243 | $6,938,873 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $59,348 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $1,587 | $1,417 |
| AMORTIZATION | $23,103 | $23,103 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $931 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $931 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES & FWH PAYABLE | $3,608 | -$3,665 |
| DUE FROM | $0 | -$12,312 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDMAN SACHS | CategoryTxt |
| Amt | $206,712 | Amt |
| Net Investment Income | $206,712 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE GARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 744 | AddressLine1Txt |
| City | BIG HORN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL | $11,256 | |
| FOREIGN | $656 | $656 |