MORGENSTERN-DAVIS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORGENSTERN-DAVIS FAMILY FOUNDATION (EIN 46-3018163)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202611209349100121
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T10:44:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208347100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKINSON & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3210 | AddressLine1Txt |
| City | ALPINE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463018163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGENSTERN-DAVIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 2022703368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD D MORGENSTERN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2022703368 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF E WILKINSON | PreparerPersonNm |
| PTIN | P00115795 | PTIN |
| Phone | 3077331658 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $763,602 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,829 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,701 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $506 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,846 | CashBOYAmt |
| Cash EOY | $58,858 | CashEOYAmt |
| Cash EOYFMV | $58,858 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $12,373 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $12,373 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $12,373 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $12,373 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $429,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $416,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $692,371 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $581,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $487,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $763,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $581,887 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $487,824 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $487,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $581,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $487,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,129 | ExcessRevenueOverExpensesAmt |
| Subtotal | $510,758 | SubtotalAmt |
| Other Decreases | $22,934 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $487,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RJ - ST COVERED | P | 2025-12-31 | $188,887 | $166,235 | $22,652 | $22,652 |
| RJ - ST NOT COVERED | P | 2025-12-31 | $2,485 | $2,278 | $207 | $207 |
| RJ - LT COVERED | P | 2025-12-31 | $134,654 | $138,595 | -$3,941 | -$3,941 |
| RJ - LT NOT COVERED | P | 2025-12-31 | $46,621 | $32,131 | $14,490 | $14,490 |
| RJ - UNDETERMINED | P | 2025-12-31 | $69 | $69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $586 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $586 | SubtotalAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $616 | TaxDueAmt |
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 |
| Individual With Books | RICHARD D MORGENSTERN | IndividualWithBooksNm |
| Phone | 2022703368 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD D MORGENSTERN | ||||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DEVRA LEE DAVIS | ||||||||
| PO BOX 58 | TETON VILLAGE | WY | 83025 | TRUSTEE | 000.00 | $0 | $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 | $766,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,373 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $783,768 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $783,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $772,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $586 | TotalTaxAmt |
| Distributable Before Adj | $38,015 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,015 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,530 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,015 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $813 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $22,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,539 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,530 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,515 | RemainingDistriFromCorpusAmt |
| Total Corpus | $248,097 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $813 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $247,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,683 | ExcessFromYear3Amt |
| Excess From Year2 | $14,539 | ExcessFromYear2Amt |
| Excess From Year1 | $36,547 | ExcessFromYear1Amt |
| Excess From Current Year | $173,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD D MORGENSTERN | ContributingManagerNm |
| Contributing Manager | DEVRA DAVIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADAS ISREAL | ||||||
| 2850 QUEBEC ST NW | WASHINGTON | DC | 20008 | PC | GENERAL PURPOSE | $1,000 |
| ALYN HOSPITAL | ||||||
| 122 E 42ND ST STE 1519 | NEW YORK | NY | 10168 | PC | GENERAL PURPOSE | $1,000 |
| COMMUNITY FOUNDATION OF JH | ||||||
| 245 E SIMPSON | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $7,400 |
| GRAND TETON MUSIC FESTIVAL | ||||||
| 175 S KING STREET STE 200 | JACKSON | WY | 83002 | PC | GENERAL PURPOSE | $7,000 |
| HILL HAVURAH | ||||||
| 212 EAST CAPITAL ST NE | WASHINGTON | DC | 20003 | PC | GENERAL PURPOSE | $3,600 |
| HOUSE OF RUTH | ||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE | $1,000 |
| JACKSON HOLE JEWISH COMMUNITY | ||||||
| 610 W BROADWAY | JACKSON | WY | 83001 | PC | GENERAL SUPPORT | $50,000 |
| JACKSON HOLE JEWISH COMMUNITY | ||||||
| 610 W BROADWAY | JACKSON | WY | 83001 | PC | GENERAL PURPOSE | $125,000 |
| JEWISH AGENCY | ||||||
| 633 THIRD AVE FL 21 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $500 |
| JEWISH AGENCY | ||||||
| 633 THIRD AVE FL 21 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $500 |
| JEWISH AGENCY | ||||||
| 633 THIRD AVE FL 21 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $500 |
| JEWISH AGENCY FUND | ||||||
| 633 THIRD AVE FL 21 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $500 |
| JEWISH AGENCY FUND | ||||||
| 633 THIRD AVE FL 21 | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $500 |
| MERCY SHIPS | ||||||
| 15862 STATE HIGHWAY 110 N | LINDALE | TX | 75771 | PC | GENERAL PURPOSE | $1,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K ST NW SUITE 700 | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE | $250 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PC | GENERAL PURPOSE | $1,000 |
| SONOMA FAMILY MEAL | ||||||
| 1370 REDWOOD WAY | PETALUMA | CA | 94954 | PC | GENERAL PURPOSE | $5,000 |
| WETA PBS | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | GENERAL PURPOSE | $1,080 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | PC | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,830 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $33,408 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,408 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,701 | TotalIncomeProducingActyAmt |
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 |
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 Person | RICHARD MORGENSTERN DEVRA DAVIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 58 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,829 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 221 SHARES OF IWF | NoncashPropertyDesc |
| Fair Market Value | $100,829 | FairMarketValueAmt |
| Received | 2025-04-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILKINSON & ASSOCIATES | CategoryTxt |
| Amt | $1,200 | Amt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGED-TRADED FUNDS | $416,593 | $692,371 |
| REITS |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TO TAX BASIS STOCK CONTRIBUTION | Desc |
| Amt | $22,934 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $5,068 | $5,068 | |
| OFFICE EXPENSE | $2,500 | $2,500 | |
| BOARD MEETING EXP |
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 LOAN REC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $12,373 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $506 | $506 |
| 2024 TAX | $2,555 |