LIGHTNER SAMS FOUNDATION OF WYOMING INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTNER SAMS FOUNDATION OF WYOMING INC (EIN 83-0309453)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-20
- IRS object ID
- 201802019349100655
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-20T11:13:08-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 4158 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830014158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 3077339619 | 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 |
| Phone | 3077339619 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PALMER | PreparerPersonNm |
| PTIN | P00286066 | PTIN |
| Phone | 3077335160 | PhoneNum |
| Preparation | 2018-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,162,532 | 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 | $235 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $235 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $269,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,518,642 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,330,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,518,642 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,788,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,788,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,564 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $769 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,795 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,829 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,032 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,032 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,555,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,764,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,672 | CashBOYAmt |
| Cash EOY | $219,878 | CashEOYAmt |
| Cash EOYFMV | $219,878 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,050 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| 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 | $11,254 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,423,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,549,280 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,917,407 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,731,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,408 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,185,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,794,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,162,532 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $55,243 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,243 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,185,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,739,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,185,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,739,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,185,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,794,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,185,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,555,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,740,220 | SubtotalAmt |
| Other Decreases | $1,058 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,739,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STOCKS | P | 2017-02-24 | $1,080,836 | $1,022,126 | $58,710 | $58,710 |
| LAND | P | 2017-12-31 | $5,250,000 | $1,790,068 | $3,459,932 | $3,459,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,518,642 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,069,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,068,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010477 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,130,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009774 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,559 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,933,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,646 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,808,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037714 | DistributionYr5Rt |
| Total Distribution | 0.085609 | TotalDistributionRt |
| Average Distribution | 0.017122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,851,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $134,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,117 | 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 | $37,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,197 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,197 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27,446 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBIN LIGHTNER | IndividualWithBooksNm |
| 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| EARL SAMS LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 20.00 | $3,000 | $0 | $0 |
| ROBIN H LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 20.00 | $3,000 | $0 | $0 |
| CAMILLE L BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| LARRY F LIGHTNER | ||||||||
| 5518 VISTA MEADOW | DALLAS | TX | 75248 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUE B LIGHTNER | ||||||||
| 5518 VISTA MEADOW | DALLAS | TX | 75248 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EARL SAMS LIGHTNER JR | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| JAMES J BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| LIZ LIGHTNER | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $3,000 | $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 | $6,338,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,607,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,040 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,971,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,971,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,851,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,643 | TotalTaxAmt |
| Distributable Before Adj | $354,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,956 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,117 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $37,643 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,474 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,285 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,285 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $316,124 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||
| 4185 WALT ROBERTSON ROAD | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $6,270 |
| EQUESTRIAN LAND CONSERVATION | |||||||
| 4037 IRON WORKS PIKE STE 120 | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $8,000 |
| FIRST STOP HELP CENTER | |||||||
| 860 SOUTH 3RD STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| LANDER COMMUNITY FOUNDATION | |||||||
| PO BOX 1131 | LANDER | WY | 828501131 | N/A | PC | GENERAL CHARITABLE SUPPORT | $30,000 |
| LEXINGTON SCHOOL | |||||||
| 1050 LANE ALLEN ROAD | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE STREET | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 |
| AMERICAN SAFE CLIMBING ASSOCIATION | |||||||
| PO BOX 1814 | BISHOP | CA | 935151814 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| BERNESE AUCTION RESCUE | |||||||
| 29122 INDIANAPOLIS ROAD | PAOLA | KS | 66071 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| BLUEGRASS CONSERVANCY | |||||||
| 380 S MILL STREET 205 | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $500 |
| CENTRAL WYOMING CLIMBERS ALLIANCE | |||||||
| PO BOX 1304 | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| CHILDREN'S BEREAVEMENT CENTER | |||||||
| 7600 S RED ROAD SUITE 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| CITY OF LANDER | |||||||
| 240 LINCOLN STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $4,000 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,200 |
| FAYETTE ALLIANCE FOUNDATION INC | |||||||
| 603 W SHORT ST | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| FREMONT COUNTY LIBRARY | |||||||
| 451 N SECOND ST | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| FREMONT COUNTY PIONEER ASSOCIATION | |||||||
| 1445 MAIN STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| GRAND TETON MUSIC FESTIVAL | |||||||
| PO BOX 490 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| GREEN RIVER OUTREACH | |||||||
| 368 SCAB CREEK ACCESS RD | BOULDER | WY | 82923 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,562 |
| GREENHOUSE 17 INC | |||||||
| PO BOX 55190 | LEXINGTON | KY | 40555 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| HOPE CENTER INC | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $6,000 |
| JACKSON HOLE THERAPEUTIC RIDING ASSOCIATION | |||||||
| PO BOX 415 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| KENTUCKY HORSE PARK FOUNDATION | |||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 |
| LANDER UNITED METHODIST CHURCH | |||||||
| 262 N 3RD ST | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| LEXINGTON HUMANE SOCIETY | |||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| MASTERSON EQUESTRIAN TRUST | |||||||
| PO BOX 12042 | LEXINGTON | KY | 40580 | N/A | PC | GENERAL CHARITABLE SUPPORT | $500 |
| 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 RD | GEORGETOWN | KY | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK RD | MOON | PA | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 12502 USF PINE DRIVE | TAMPA | FL | 33612 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| ST JUDE'S CHILDREN'S RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| UNITED STATES PONY CLUBS INC | |||||||
| 4071 IRON WORKS PIKE | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 |
| UNIVERSITY OF KENTUCKY MARKEY CANCER | |||||||
| 800 ROSE ST | LEXINGTON | KY | 40536 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 |
| WYOMING COMMUNITY FOUNDATION | |||||||
| 1472 N 5TH STREET | LARAMIE | WY | 82072 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| WYOMING PBS FOUNDATION | |||||||
| 115 N 5TH ST | RIVERTON | WY | 82501 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,032 | 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 | $235 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,518,642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,788,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,788,869 | 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 | 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 FEES | CategoryTxt |
| Amt | $2,564 | Amt |
| Net Investment Income | $769 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,795 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - WELLS FARGO | $2,852,495 | $3,115,651 |
| EQUITIES - CHARLES SCHWAB | $4,696,785 | $4,801,756 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 INCOME TAXES PAID | $1,057 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,224 | $10,267 | $23,957 |
| SERVICE CHARGES | $5 | $1 | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $28,327 | $8,498 | $19,829 |
| FOREIGN TAXES | $542 | $542 | $0 |