LIGHTNER SAMS FOUNDATION OF WYOMING INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTNER SAMS FOUNDATION OF WYOMING INC (EIN 83-0309453)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202021629349102112
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T17:33:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830246322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON PALMER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5 | 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 | 830309453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIGHTNER SAMS FOUNDATION OF WYOMING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIGH | BusinessNameControlTxt |
| Phone | 0030773396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN H LIGHTNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PALMER | PreparerPersonNm |
| PTIN | P00286066 | PTIN |
| Phone | 3077335160 | PhoneNum |
| Preparation | 2020-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.183.166.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 17:33:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 229744AEAC488B02934219C9EAF4D0AB7D1F78E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0499D129F91633B23462142D735E970343EF1F4 | 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 | $8,292,421 | 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 | $20,401 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,401 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $322,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $887,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,929 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $905 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,111 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,756 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,363 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,659 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $385,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,305 | CashBOYAmt |
| Cash EOY | $162,475 | CashEOYAmt |
| Cash EOYFMV | $162,475 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,050 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $15,050 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,050 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,050 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,600 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,613,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,617,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,110,296 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,408 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,818,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,799,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,292,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,818,641 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,799,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,818,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,799,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,818,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,799,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,818,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,526 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,804,115 | SubtotalAmt |
| Other Decreases | $4,690 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,799,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STOCKS - CHARLES SCHWAB | P | 2017-12-31 | 2019-10-31 | $15,112 | $16,040 | -$928 | -$928 |
| STOCKS - WELLS FARGO | P | 2019-01-01 | 2019-12-31 | $271,049 | $270,275 | $774 | $774 |
| STOCKS - WELLS FARGO | P | 2017-12-31 | 2019-12-31 | $598,144 | $548,167 | $49,977 | $49,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,929 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $774 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $334,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,626,258 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043923 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $171,474 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,851,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021838 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,596 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,069,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,627 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,068,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010477 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,130,269 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009774 | DistributionYr5Rt |
| Total Distribution | 0.096480 | TotalDistributionRt |
| Average Distribution | 0.019296 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,960,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,601 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $385,588 | 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 | $3,711 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,711 | SubtotalAmt |
| Tax Based On Investment Income | $3,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $885 | OverpaymentAmt |
| Applied To ES Tax | $885 | AppliedToESTaxAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBIN LIGHTNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077339619 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBIN H LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 20.00 | $6,500 | $0 | $0 |
| CAMILLE L BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $6,500 | $0 | $0 |
| EARL SAMS LIGHTNER JR | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $6,500 | $0 | $0 |
| JAMES J BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $6,500 | $0 | $0 |
| LIZ LIGHTNER | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $6,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $7,809,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,704 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,081,490 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,081,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,960,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,711 | TotalTaxAmt |
| Distributable Before Adj | $394,302 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $394,302 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $394,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $385,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $385,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,711 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $381,877 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $353,338 | UndistributedIncomePYAmt |
| Qualifying Distributions | $385,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $353,338 | AppliedToYear1Amt |
| Applied To Current Year | $32,250 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $362,052 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN LIGHTNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3077339619 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, INCLUDING FINANCIAL INFORMATION AND PROOF OF EXEMPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||||
| PO BOX 13155 | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| ACCESS FUND | |||||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| ALMOST HOME | |||||||||
| 3200 ST VINCENT AVENUE | SAINT LOUIS | MO | 63104 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| LANDER COMMUNITY FOUNDATION | |||||||||
| PO BOX 1131 | LANDER | WY | 828501131 | N/A | PC | GENERAL CHARITABLE SUPPORT | $76,000 | ||
| LEXINGTON SCHOOL | |||||||||
| 1050 LANE ALLEN ROAD | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| AMERICAN SAFE CLIMBING ASSOCIATION | |||||||||
| PO BOX 3691 | BOULDER | CO | 80307 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| ANGELS WITHOUT WINGS INC | |||||||||
| PO BOX 1125 | MOORPARK | CA | 93020 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 | ||
| BACH SOCIETY OF ST LOUIS | |||||||||
| 3547 OLIVE STREET | ST LOUIS | MO | 63103 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | SUITE 120 | |
| BEST FRIENDS ANIMAL SOCIETY | |||||||||
| PO BOX 5001 | KANAB | UT | 84741 | N/A | PC | GENERAL CHARIABLE SUPPORT | $3,500 | ||
| BLUEGRASS LAND CONSERVANCY | |||||||||
| 450 OLD VIND STREET | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | SUITE 105 | |
| CASA OF LEXINGTON INC | |||||||||
| 3245 LOCH NESS DRIVE | LEXINGTON | KY | 40517 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| CHILDREN OF THE AMERICAS | |||||||||
| 838 EAST HIGH STREET 282 | LEXINGTON | KY | 40502 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | CHILDREN OF THE WORLD INC | |
| COMPASSION AND CHOICES | |||||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| DIOCESE OF WEST TEXAS | |||||||||
| 111 TORCIDO DRIVE | SAN ANTONIO | TX | 78209 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| DUCKS UNLIMITED | |||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 381202351 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| EQUINE LAND CONSERVATION RESOURCE | |||||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | SUITE 120 | |
| FAYETTE ALLIANCE FOUNDATION INC | |||||||||
| 63 W SHORT STREET | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 | ||
| FREE INTERNATIONAL | |||||||||
| 928 E SAHARA AVENUE | LAS VEGAS | NV | 89014 | N/A | PC | GENERAL CHARITABLE SUPPORT | $500 | ||
| GRAND TETON MUSIC FESTIVAL | |||||||||
| PO BOX 490 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| GREENHOUSE 17 INC | |||||||||
| PO BOX 55190 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| HOPE CENTER INC | |||||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| JACKSON HOLE THERAPEUTIC RIDING | |||||||||
| PO BOX 415 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,600 | ASSOCIATION | |
| JDRF INTERNATIONAL | |||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | 14TH FLOOR | |
| KENTUCKY HORSE PARK FOUNDATION | |||||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | ||
| KIDSMART | |||||||||
| 2533 COLUMBUS STREET | NEW ORLEANS | LA | 70119 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | SUITE 201 | |
| LANDER CHILDREN'S MUSEUM | |||||||||
| 465 LINCOLN STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| LANDER SENIOR CITIZEN'S CENTER INC | |||||||||
| 205 SOUTH 10TH STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| LEXINGTON HUMANE SOCIETY | |||||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| MAGOFFIN COUNTY YOUTH BASEBALL INC | |||||||||
| PO BOX 31 | SALYERSVILLE | KY | 41465 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,700 | ||
| MASTERSON EQUESTRIAN TRUST | |||||||||
| PO BOX 12042 | LEXINGTON | KY | 40580 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| MISSOURI BOTANICAL GARDEN | |||||||||
| 4344 SHAW BOULEVARD | ST LOUIS | MO | 63110 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | ||
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||||
| PO BOX 6825 | JACKSON | WY | 83002 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| OLD FRIENDS INC | |||||||||
| 1841 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| RUFFED GROUSE SOCIETY | |||||||||
| 451 MCCORMICK ROAD | MOON | PA | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $13,750 | ||
| SAINT EDWARD CATHOLIC CHURCH | |||||||||
| 801 SHERMAN STREET | LITTLE ROCK | AR | 72202 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 | AND SCHOOL | |
| SAINT STEPHENS INDIAN SCHOOL | |||||||||
| PO BOX 345 | SAINT STEPHENS | WY | 82524 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| SALVATION ARMY NATIONAL CORPORATION | |||||||||
| PO BOX 269 | ALEXANDRIA | VA | 22313 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| SAYRE SCHOOL | |||||||||
| 194 NORTH LIMESTONE ST | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $24,000 | ||
| SHRINERS HOSPITALS FOR CHILDREN | |||||||||
| 110 CONN TERRACE | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,500 | MEDICAL CENTER | |
| SINKS CANYON NATURAL RESOURCE | |||||||||
| 379 SINKS CANYON ROAD | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| ST JUDE'S CHILDRENS RESEARCH | |||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL CHARITABLE SUPPORT | $8,000 | ||
| ST LOUIS ART MUSEUM FOUNDATION | |||||||||
| ONE FINE ARTS DRIVE | ST LOUIS | MO | 631101380 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | FOREST PARK | |
| SURGERY ON SUNDAY INC | |||||||||
| 533 WALLER AVENUE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| TROUT UNLIMITED | |||||||||
| 140 S CACHE STREET | JACKSON | WY | 83001 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 | ||
| UNITED STATES PONY CLUBS INC | |||||||||
| 4071 IRON WORKS PIKE | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 | ||
| UNIVERSITY OF KENTUCKY | |||||||||
| 800 ROSE STREET | LEXINGTON | KY | 40536 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 | CC 160 | MARKEY CANCER |
| WYOMING COMMUNITY FOUNDATION | |||||||||
| 1472 N 5TH STREET | LARAMIE | WY | 82072 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | SUITE 201 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||||
| FOURTH AVE EAST 23RD ST | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE SUPPORT | $8,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,401 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,929 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $395,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,835 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF STOCKS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,016 | Amt |
| Net Investment Income | $905 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,111 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE EQUIP | 1995-07-01 | $764 | $764 | S/L | 3.0000 |
| OFFICE EQUIP | 1995-07-01 | $5,019 | $5,019 | 200DB | 5.0000 |
| FURNITURE | 1995-07-01 | $11,800 | $11,800 | 200DB | 7.0000 |
| OFFICE EQUIP | 1996-06-01 | $1,745 | $1,745 | S/L | 3.0000 |
| OFFICE EQUIP | 1996-07-01 | $898 | $898 | 200DB | 5.0000 |
| OFFICE EQUIP | 1997-06-13 | $3,000 | $3,000 | 200DB | 5.0000 |
| DELL COMPUTER | 1998-12-17 | $3,175 | $3,175 | 200DB | 5.0000 |
| HP DESK JET PRINTER-VIKING | 2000-11-15 | $267 | $267 | 200DB | 5.0000 |
| HP SCANNER-VIKING | 2000-11-28 | $250 | $250 | 200DB | 5.0000 |
| OFFICE EQUIPMENT-VIKING | 2001-05-21 | $100 | $100 | 200DB | 5.0000 |
| OFFICE EQUIPMENT-VIKING | 2002-11-19 | $1,313 | $1,313 | 200DB | 5.0000 |
| 2 DRAWER FILE CABINET | 2007-09-17 | $339 | $339 | 200DB | 5.0000 |
| DELL LAPTOP COMPUTER | 2008-01-03 | $738 | $738 | 200DB | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - WELLS FARGO | $2,374,981 | $2,697,711 |
| EQUITIES - CHARLES SCHWAB | $5,242,319 | $5,412,585 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDLINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $29,408 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $29,408 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 INCOME TAXES PAID | Desc |
| Amt | $4,690 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $40,162 | $13,504 | $26,659 |
| MISCELLANEOUS | -$1,141 | -$1,141 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER LOANS RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $15,050 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $25 | $7 | $18 |
| FOREIGN TAXES | $1,749 | $1,749 |