HUGHES CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HUGHES CHARITABLE FOUNDATION (EIN 81-0891916)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-01
- IRS object ID
- 202011539349100401
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-01T07:42:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 STR 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 | 2019-01-01 | 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 | 1150 OSOS STREET NO 203 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOLLY HUGHES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8057521331 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON C CARTER | PreparerPersonNm |
| PTIN | P01242412 | PTIN |
| Phone | 8592552341 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.243.74.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-18 | IPDt |
| IP Tm | 13:16:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3962BDA7D1F5C544F116629DACC40A18A3D1D4E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD7354DB22FB8D2AC589089E7FCD97818B14017D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,780,967 | 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 | $1,900,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,335,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,936,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,413 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,827 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,183 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,644 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,287 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,729 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,150 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $27,179 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,179 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,953 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,836 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $223,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,526,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,526,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,750,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,720,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$814,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,125,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,141,274 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,141,274 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,257,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,493 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,556 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,386,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,696,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,780,967 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,045 | AccountsPayableBOYAmt |
| Deferred Revenue EOY | $80,000 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $6,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,380,205 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,616,267 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,380,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,386,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,696,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,380,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$814,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,090 | OtherIncreasesAmt |
| Subtotal | $1,616,267 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,267 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - DETAIL AVAILABLE UPON REQUEST | P | 2019-01-01 | 2019-12-31 | $2,334,287 | $2,342,354 | -$8,067 | -$8,067 |
| CAPITAL GAINS DIVIDENDS | P | $1,326 | $1,326 | $1,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,741 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,067 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,136,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,215,310 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.512971 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,386,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,510,503 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.395006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,866,261 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,136,693 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.363320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,891,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 1.271297 | TotalDistributionRt |
| Average Distribution | 0.317824 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,212,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $703,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $703,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,720,826 | 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 | $136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $957 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $957 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $821 | OverpaymentAmt |
| Applied To ES Tax | $821 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $125,000 | $0 | $0 |
| TY GREEN | ||||||||
| 1150 OSOS STREET SUITE 203 | SAN LUIS OBISPO | CA | 93401 | SECRETARY/TREASURER | 10.00 | $16,827 | $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 | $1,199,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,047,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,246,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,246,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,212,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136 | TotalTaxAmt |
| Distributable Before Adj | $110,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,720,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,720,826 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $136 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,720,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,601,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,211,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,025,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,839,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,720,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,610,319 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,449,960 | 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 | $6,449,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,601,786 | ExcessFromYear3Amt |
| Excess From Year2 | $1,211,963 | ExcessFromYear2Amt |
| Excess From Year1 | $1,025,892 | ExcessFromYear1Amt |
| Excess From Current Year | $2,610,319 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY & RESOURCE CENTER | |||||||
| 136 COFFEEN AVE | SHERIDAN | WY | 82801 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| AFPSCO CO CHAPTER | |||||||
| PO BOX 14457 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | UNRESTRICTED SUPPORT | $5,500 |
| ALSAC ST JUDES CHILDREN RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED SUPPORT | $2,000 |
| ARRAY FOUNDATION | |||||||
| 106 E LINCOLNWAY SUITE 420 | CHEYENNE | WY | 82001 | NONE | POF | UNRESTRICTED SUPPORT | $10,000 |
| ART PARTNERS | |||||||
| PO BOX 2188 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $33,000 |
| BELLEVUE SANTE FE CHARTER SCHOOL INC | |||||||
| 1401 SAN LUIS BAY DRIVE | SAN LUIS OBISPO | CA | 93405 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| BUFFALO BILL MEMORIAL ASSOCIATION | |||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | NONE | PC | UNRESTRICTED SUPPORT | $65,000 |
| CALIFORNIA MID STATE FAIR HERITAGE FOUNDATION | |||||||
| PO BOX 8 | PASO ROBLES | CA | 93447 | NONE | PC | UNRESTRICTED SUPPORT | $32,186 |
| CALIFORNIA RANGELAND TRUST | |||||||
| 1225 H STREET | SACRAMENTO | CA | 95814 | NONE | PC | UNRESTRICTED SUPPORT | $125,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST ST | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $140,000 |
| COMEA HOUSE & RESOURCE CENTER | |||||||
| 1504 STINSON AVE | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| COMMUNITY ACTION PARTNERSHIP OF SLO COUNTY | |||||||
| 1030 SOUTHWOOD DR | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $150,000 |
| COMMUNITY ENTRY SERVICES INC | |||||||
| 2441 PECK AVE | RIVERTON | WY | 82501 | NONE | PC | UNRESTRICTED SUPPORT | $114,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $25,000 |
| COMMUNITY FOUNDATION OF SLO COUNTY | |||||||
| 550 DANA ST | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $74,100 |
| COMMUNITY SAFETY NETWORK | |||||||
| PO BOX 1328 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| COURTNEY'S HOUSE | |||||||
| 311 6TH STREET | TEMPLETON | CA | 93465 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| CUESTA COLLGE FOUNDATION | |||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| DANCER'S WORKSHOP | |||||||
| 240 S GLENWOOD ST | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $27,000 |
| FAMILY CARE NETWORK INC | |||||||
| 1255 KENDALL RD | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $143,000 |
| GOOD SAMARITAN JACKSON | |||||||
| 285 W PEARL AVE | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| GRAND TETON NATIONAL PARK FOUNDATION | |||||||
| 115 E PEARL AVE 201 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| HABITAT FOR HUMANITY OF THE GREATER TETON AREA | |||||||
| 850 W BROADWAY SUITE D | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $200,000 |
| HOLE FOOD RESCUE | |||||||
| 1524 MARTIN LN | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| HUDSON GUILD | |||||||
| 441 WEST 26TH ST | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| LANDER PET CONNECTION INC | |||||||
| 120 CHITTIM RD | LANDER | WY | 82520 | NONE | PC | UNRESTRICTED SUPPORT | $142,000 |
| ME TO WE FOUNDATION | |||||||
| 6500 MAIN STREET SUITE 5 | WILLIAMSVILLE | NY | 14221 | NONE | PC | UNRESTRICTED SUPPORT | $2,500 |
| PAWS OF JACKSON HOLE | |||||||
| 320 E BROADWAY AVE 2B | JACKSON | WY | 83002 | NONE | PC | UNRESTRICTED SUPPORT | $2,500 |
| POST 33 AMERICAN LEGION | |||||||
| 1320 HUGUR AVE | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $7,500 |
| ROTARY CLUB OF JACKSON HOLE FOUNDATION | |||||||
| PO BOX 3315 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| SAN LUIS OBISPO CHILDREN'S MUSEUM | |||||||
| 1010 NIPOMO ST | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $64,000 |
| SAN LUIS OBISPO INTERNATIONAL FILM FESTIVAL | |||||||
| PO BOX 1449 | SAN LUIS OBISPO | CA | 93406 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| SAN LUIS OBISPO REPERTORY THEATRE | |||||||
| 888 MORRO ST | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $166,000 |
| SLO NOOR FOUNDATION | |||||||
| 1428 PHILLIPS LANE SUITE B-4 | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $100,000 |
| ST JOHN'S HEALTH FOUNDATION | |||||||
| 555 E BROADWAY AVE 213 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $100,000 |
| STUDIOS IN THE PARK | |||||||
| 1130 PINE ST | PASO ROBLES | CA | 93446 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| TETON CO LIBRARY FOUNDATION | |||||||
| PO BOX 1629 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $6,600 |
| TETON CO SEARCH & RESCUE FOUNDATION | |||||||
| PO BOX 1063 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $100,000 |
| TETON LITERACY CENTER | |||||||
| 1715 HIGH SCHOOL RD 260 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| TETON YOUTH & FAMILY SERVICES | |||||||
| 510 SOUTH CACHE | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $30,000 |
| THE FRIDAY FOOD BAG FOUNDATION | |||||||
| 600 E CARLSON ST SUITE F | CHEYENNE | WY | 82003 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| THE LAND CONSERVANCY OF SAN LUIS OBISPO | |||||||
| 1137 PACIFIC ST SUITE A | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $50,000 |
| TRANSITIONS- MENTAL HEALTH | |||||||
| 784 HIGH ST | SAN LUIS OBISPO | CA | 93401 | NONE | PC | UNRESTRICTED SUPPORT | $125,000 |
| UNACCOMPANIED STUDENTS INITIATIVE | |||||||
| PO BOX 22103 | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WIND RIVER DEVELOPMENT FUND | |||||||
| 3 ETHETE ROAD | FT WASHAKIE | WY | 82514 | NONE | PC | UNRESTRICTED SUPPORT | $174,411 |
| WOMENTUM INC | |||||||
| PO BOX 1983 | JACKSON | WY | 83001 | NONE | PC | UNRESTRICTED SUPPORT | $5,000 |
| WYOMING CARES | |||||||
| PO BOX 2575 | CASPER | WY | 82602 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH ST STE 201 | LARAMIE | WY | 82072 | NONE | PC | UNRESTRICTED SUPPORT | $10,557 |
| WYOMING FOOD BANK OF THE ROCKIES | |||||||
| 5150 RESERVE DR | EVANSVILLE | WY | 82636 | NONE | PC | UNRESTRICTED SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,526,854 | 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 | $27,199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,660 | 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 | $1,900,000 | 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 | $4,575 | Amt |
| Net Investment Income | $2,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,288 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #4004 - GOVERNMENT AND AGENCY SECURITIES | AT COST | $50,795 | $53,552 |
| MERRILL LYNCH #4004 - CORPORATE BONDS | AT COST | $29,869 | $31,978 |
| MERRILL LYNCH #4004 - EQUITIES | AT COST | $382,962 | $462,335 |
| MERRILL LYNCH #4004 - MUTUAL FUNDS | AT COST | $88,167 | $88,628 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,750 | LegalFeesAmt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $2,556 | $2,556 | $2,556 |
| ACCRUED INTEREST | $0 | $644 | $644 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL SERVICE FEE | $1,175 | $117 | $0 | $1,058 |
| INSURANCE | $6,039 | $0 | $0 | $6,039 |
| JANITORIAL SERVICE | $3,900 | $0 | $0 | $3,900 |
| TELEPHONE | $2,577 | $0 | $0 | $2,577 |
| OFFICE EXPENSE | $2,072 | $0 | $0 | $2,072 |
| BANK FEES | $180 | $0 | $0 | $180 |
| DUES & SUBSCRIPTIONS | $348 | $0 | $0 | $348 |
| MEALS | $21 | $0 | $0 | $21 |
| OTHER OPERATING EXPENSE | $1,641 | $0 | $0 | $1,641 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - FMV TO COST | Desc |
| Amt | $50,090 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,671 | Amt |
| Net Investment Income | $7,671 | 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 | $17,933 | $1,793 | $0 | $16,140 |
| FOREIGN TAXES | $936 | $936 | $0 | $0 |
| CALIFORNIA FTB TAX | $10 | $0 | $0 | $10 |