THE EQUIPOISE FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE EQUIPOISE FUND (EIN 90-0104102)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202011749349100526
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T14:57:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208347100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKINSON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 627 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900104102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EQUIPOISE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EQUI | BusinessNameControlTxt |
| Phone | 3077344202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1569 | AddressLine1Txt |
| City | WILSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE BABCOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3077344202 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF E WILKINSON | PreparerPersonNm |
| PTIN | P00115795 | PTIN |
| Phone | 3077331658 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,338 | 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 | $34,586 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $25,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,597 | 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 | $1,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,355 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $23 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $23 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $575 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $67 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $67 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,645 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,006 | CashBOYAmt |
| Cash EOY | $941 | CashEOYAmt |
| Cash EOYFMV | $941 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,397 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,166 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,338 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FEDEX CORP | 2003-04-07 | 2019-01-02 | $8,007 | $1,599 | $6,408 | $6,408 |
| FEDEX CORP | 2003-04-07 | 2019-04-22 | $3,937 | $640 | $3,297 | $3,297 |
| FEDEX CORP | 2003-04-07 | 2019-06-04 | $4,615 | $959 | $3,656 | $3,656 |
| FEDEX CORP | 2003-04-07 | 2019-06-20 | $8,387 | $1,599 | $6,788 | $6,788 |
| FEDEX CORP | 2003-04-07 | 2019-10-08 | $7,040 | $1,599 | $5,441 | $5,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.402268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,222 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.715483 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.151096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,483 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.513754 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,880 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,574 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.085647 | DistributionYr5Rt |
| Total Distribution | 19.868248 | TotalDistributionRt |
| Average Distribution | 3.973650 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $250 | 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 | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WY | 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 | WWW.EQUIPOISEFUND.ORG | WebsiteAddressTxt |
| Individual With Books | MICHELLE B BABCOCK | IndividualWithBooksNm |
| Phone | 3077344202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 LAKOTA LANE | 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 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MICHELLE B BABCOCK | |||||||||
| PO BOX 688 | WILSON | WY | 83014 | PRESIDENT | 20.00 | $0 | $0 | $0 | |
| LEE S DUNCAN | |||||||||
| 3200 CLUB TOWER DRIVE | MEMPHIS | TN | 38111 | SECRETARY | 1.00 | $0 | $0 | $0 | |
| JEAN L MARTIN KIRK | |||||||||
| 9050 COLLIERVILLE-ARLINGTON RD | ARLINGTON | TN | 38002 | DIRECTOR | 1.00 | $0 | $0 | $0 | NORTH |
| 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 | GRANT MAKING TO QUALIFIED ORGANIZATIONS WHICH SERVE WOMEN AND GIRLS IN THE STATE OF WYOMING. | Description1Txt |
| Expenses1 | $10,976 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $416,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,567 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $449,659 | 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 | $88,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $360,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,300 | ExcessFromYear4Amt |
| Excess From Year3 | $78,360 | ExcessFromYear3Amt |
| Excess From Year2 | $91,392 | ExcessFromYear2Amt |
| Excess From Year1 | $28,339 | ExcessFromYear1Amt |
| Excess From Current Year | $33,567 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELLE B BABCOCK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APG SIGNATURE EVENTS | |||||||
| 103 W SUMMER STREET | GREENEVILLE | TN | 37743 | NONE | PC | SUPPORT WYOMING WOMEN OF INFLUENCE CONFERENCE | $750 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 SOUTH 22ND ST | LARAMIE | WY | 82070 | NONE | PC | GRANT TO SUPPORT MUSIC | $2,750 |
| WOMENTUM INC | |||||||
| PO BOX 1983 | JACKSON | WY | 83001 | NONE | PC | GRANT TO SUPPORT WOMENTORING AND EMPOWERING WOMEN TO LEAD | $8,500 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | GRANT TO SUPPORT CONNECT 2 WOMEN CONFERENCE AND LATINA CONFERENCE | $1,500 |
| WYOMING WOMENS LEGISLATIVE CAUCUS | |||||||
| PO BOX 2702 | JACKSON | WY | 83001 | NONE | PC | SUPPORT WOMEN IN LEADERSHIP | $3,500 |
| GAP | |||||||
| PO BOX 6971 | JACKSON | WY | 83001 | NONE | PC | COURAGE TO RUN AND LUNCHEON SPONSORSHIP | $1,500 |
| SHERIDAN PRESS | |||||||
| 144 GRINNELL PLAZA | SHERIDAN | WY | 82801 | NONE | PC | SUPPORT FAB CONFERENCE | $500 |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE SOUTH 56651 | NEW YORK | NY | 10003 | NONE | PC | GRANT TO SUPPORT LADY MACBETH | $1,000 |
| TETON HABITAT FOR HUMANITY | |||||||
| 850 W BROADWAY | JACKSON | WY | 83001 | NONE | PC | GRANT TO SUPPORT WOMEN BUILD 2019 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,500 | 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 | $7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHELLE B BABCOCK | |||||||
| 1 | BOX 688 | WILSON | WY | 83014 | $2,500 | Yes (X) | |
| MICHELLE B BABCOCK | |||||||
| 2 | BOX 688 | WILSON | WY | 83014 | $31,986 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 200 SHARES OF FEDEX CORP | NoncashPropertyDesc |
| Fair Market Value | $31,986 | FairMarketValueAmt |
| Received | 2019-10-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,355 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,355 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $168 | $0 | $168 |
| DUES & SUBSCRIPTIONS | $196 | $0 | $196 |
| WEBSITE MAINTENANCE | $7,380 | $0 | $7,380 |
| OFFICE SUPPLIES | $168 | $0 | $168 |
| POSTAGE | $204 | $0 | $204 |
| COMMUNICATIONS EXPENSE | $3,529 | $0 | $3,529 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $575 | Amt |
| Net Investment Income | $575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |