BRADFORD S MEAD AND KATHERINE L MEAD CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRADFORD S MEAD AND KATHERINE L MEAD CHARITABLE FOUNDATION (EIN 20-6436522)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-08
- IRS object ID
- 202002529349100035
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-08T16:34:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830254900 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAGNANT LEWIS & BRINDA PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH 5TH STREET | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | 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 | 206436522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD S & KATHERINE L MEAD CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 3077330166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1809 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADFORD S MEAD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3077330166 | PhoneNum |
| Signature | 2020-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH L SWEENEY CPA | PreparerPersonNm |
| PTIN | P00363170 | PTIN |
| Phone | 3073324545 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.44.121.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-01 | IPDt |
| IP Tm | 15:16:49 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 71C3DE06E8D35C9CCE6EE04C4B389ECFC1715E56 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 69783F45C334B41648D439FC0D1DF0F0B114E412 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $815,809 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,420 | 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 | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,955 | CashBOYAmt |
| Cash EOY | $1,139 | CashEOYAmt |
| Cash EOYFMV | $1,139 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $2,000 | AcctRcvblBOYAmt |
| Other Assets BOY | $745,545 | OtherAssetsBOYAmt |
| Other Assets EOY | $814,670 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $814,670 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $756,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $815,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $815,809 | 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 | $756,500 | RetainedEarningBOYAmt |
| Retained Earning EOY | $815,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $756,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $815,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $815,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $756,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,082 | OtherIncreasesAmt |
| Subtotal | $816,562 | SubtotalAmt |
| Other Decreases | $753 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $815,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 676-374475 | P | $147,567 | $148,711 | -$1,144 | -$1,144 |
| FIDELITY 676-374475 | P | $143,591 | $120,753 | $22,838 | $22,838 |
| CAPITAL GAINS DIVIDENDS | P | $1,264 | $1,264 | $1,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,958 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $844,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056224 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $865,856 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,787 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $829,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067218 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,851 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $885,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061956 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,490 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $932,662 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060569 | DistributionYr5Rt |
| Total Distribution | 0.301981 | TotalDistributionRt |
| Average Distribution | 0.060396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $798,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,216 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,000 | 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 | $337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $337 | 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 | $337 | 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 |
| Form990 PF Filed With Atty Gen | 0 | 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 | SARAH L SWEENEY CPA | IndividualWithBooksNm |
| Phone | 3073324545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 SOUTH FIFTH STREET | AddressLine1Txt |
| City | LANDER | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82520 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRADFORD S MEAD | ||||||||
| PO BOX 1809 | JACKSON | WY | 83001 | INITIAL TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE L MEAD | ||||||||
| PO BOX 1809 | JACKSON | WY | 83001 | INITIAL TRUSTEE | 0.00 | $0 | $0 | $0 |
| PETER LAWTON | ||||||||
| PO BOX 1788 | JACKSON | WY | 83001 | SPECIAL TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH WHITLOCK | ||||||||
| PO BOX 1845 | JACKSON | WY | 83001 | SPECIAL TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARA FLITNER | ||||||||
| PO BOX 4717 | JACKSON | WY | 83001 | SPECIAL TRUSTEE | 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 | $801,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $810,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $810,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $798,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $39,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,434 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,610 | 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 | $10,877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,883 | ExcessFromYear4Amt |
| Excess From Year3 | $14,434 | ExcessFromYear3Amt |
| Excess From Year2 | $6,621 | ExcessFromYear2Amt |
| Excess From Year1 | $5,374 | ExcessFromYear1Amt |
| Excess From Current Year | $11,421 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN HOLLINGSWORTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1809 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3077330166 | RecipientPhoneNum |
| Form And Info And Materials | FOR SCHOLARSHIPS, THE APPLICATION IS ATTACHED; THERE IS NO APPLICATION FORM FOR NON-SCHOLARSHIP GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP APPLICANTS MUST BE WYOMING RESIDENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 245 E SIMPSON AVE | JACKSON | WY | 83001 | N/A | PC | COMMUNITY FOUNDATION SUPPORT | $34,500 |
| MOUNT MARTY COLLEGE | |||||||
| 1105 W 8TH ST | YANKTON | SD | 57078 | N/A | PC | SCHOLARSHIP | $6,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST ST 201 | LARAMIE | WY | 82072 | N/A | PC | HOT SPRINGS COUNTY | $8,000 |
| WYOMING STARGAZING | |||||||
| PO BOX 9584 | JACKSON | WY | 83001 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | 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 |
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $18,453 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $22,958 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,420 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,420 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE |
| 4 | INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE |
| 8 | INVESTMENT INCOME ON FUNDS DESIGNATED FOR CHARITABLE PURPOSE |
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 | ACCOUNTING | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE IS NO REQUIREMENT TO FILE WITH THE WYOMING ATTORNEY GENERAL | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $745,545 | BOYBookValueAmt |
| EOY Book Value | $814,670 | EOYBookValueAmt |
| EOYFMV | $814,670 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $627 |
| 2018 INCOME TAX | $126 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $7,740 | $7,740 | $0 |
| BANK FEES | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $80,328 |
| NONDIVIDEND DISTRIBUTIONS | $754 |