GARAMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GARAMAN CHARITABLE FOUNDATION (EIN 87-3828285)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-04
IRS object ID
202400649349100310
Schema version
2023v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-04T13:05:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208347100PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKINSON & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 627AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873828285EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARAMAN CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARABusinessNameControlTxt
Phone3077333333PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 36AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARENE GARAMANPersonNm
Person TitlePRESIDENT/EX DIRPersonTitleTxt
Signature2024-02-26SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHARENEPersonFirstNm
Person LastGARAMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFF E WILKINSONPreparerPersonNm
PTINP00115795PTIN
Phone3077331658PhoneNum
Preparation2024-03-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,810,489FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$166,481InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$166,481InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,480DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,480DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$288GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$288CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$176,249TotalRevAndExpnssAmt
Total Net Invst Incm$176,249TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$810LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$810LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,153AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,153AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$20,191OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,428OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,763OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,154TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,428TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,726TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$243,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$243,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,428TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,926TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,105ExcessRevenueOverExpensesAmt
Net Investment Income$172,821NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,855CashBOYAmt
Cash EOY$705,498CashEOYAmt
Cash EOYFMV$705,498CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,751,092SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,604,464SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,604,464SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$831,128CorporateStockEOYAmt
Corporate Stock EOYFMV$896,544CorporateStockEOYFMVAmt
Corporate Bonds EOY$548,817CorporateBondsEOYAmt
Corporate Bonds EOYFMV$561,284CorporateBondsEOYFMVAmt
Other Investments EOY$38,935OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,699OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,817,947TotalAssetsBOYAmt
Total Assets EOY$3,728,842TotalAssetsEOYAmt
Total Assets EOYFMV$3,810,489TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,817,947RetainedEarningBOYAmt
Retained Earning EOY$3,728,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,817,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,728,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,817,947TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,728,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,817,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,105ExcessRevenueOverExpensesAmt
Subtotal$3,728,842SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,728,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$288CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,402InvestmentIncomeExciseTaxAmt
Subtotal$2,402SubtotalAmt
Tax Based On Investment Income$2,402TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$2,417TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVERONIKA CHMELAROVAIndividualWithBooksNm
Phone3077333333PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 36AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARC L CUGNON
PO BOX 36JACKSONWY83001VICE PRESIDE000.00$0$0$0
SHARENE GARAMAN
PO BOX 36JACKSONWY83001PRESIDENT/EX000.00$0$0$0
VERONIKA CHMELAROVA
PO BOX 36JACKSONWY83001TREASURER/CF000.00$0$0$0
KATE LUCAS
PO BOX 36JACKSONWY83001ASST TREASUR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$750,264AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,064,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,815,219TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,815,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,757,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$187,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$187,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,402TaxBasedOnInvestmentIncomeAmt
Total Tax$2,402TotalTaxAmt
Distributable Before Adj$185,498DistributableBeforeAdjAmt
Distributable Before Ded$185,498DistributableBeforeDedAmt
Distributable As Adjusted$185,498DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,926ExpensesAndContributionsAmt
Qualifying Distributions$261,926QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185,498DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$25,946ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,946TotalExcessDistributionCyovAmt
Qualifying Distributions$261,926QualifyingDistributionsAmt
Applied To Current Year$185,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,428RemainingDistriFromCorpusAmt
Total Corpus$102,374TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$102,374ExcessDistriCyovToNextYrAmt
Excess From Year1$25,946ExcessFromYear1Amt
Excess From Current Year$76,428ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TETON LITERACY CENTER
PO BOX 465JACKSONWY83001SOAR SUMMER PROGRAM & SOCIAL LEARNIN$88,000
FUND FOR PUBLIC EDUCATION
PO BOX 1048JACKSONWY83001JHSS SPEECH AND DEBATE TEAM$15,000
THAYNE SENIOR CENTER
PO BOX 1033THAYNEWY83127NEW FACILITY DONATION$11,000
COMMUNITY FOUNDATION OF JACKSON HOL
PO BOX 674JACKSONWY83001OLD BILLS 2022$40,000
SOROPTIMIST OF JH
PO BOX 2249JACKSONWY83001TREE DONATION$29,200
ST JOHN'S HEALTH FOUNDATION
PO BOX 428JACKSONWY83001DIABETES FUND$10,000
SENIOR CENTER OF JACKSON HOLE
PO BOX 4677JACKSONWY83001GENERAL DONATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$243,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$166,481ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,480ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$288RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$175,961ExclusionAmt
Related Or Exempt Function Incm$288RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$1,153Amt
Disbursements Charitable Prps$1,153DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$548,817EOYBookValueAmt
EOYFMV$561,284EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$831,128EOYBookValueAmt
EOYFMV$896,544EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ASSETSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$38,935BookValueAmt
EOYFMV$42,699EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$810LegalFeesAmt
Disbursements Charitable Prps$810DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$121$121
ADVERTISING$16,250$16,250
TAXES & LICENSES$392$392
TRUSTEE FEES$3,426$3,426
FOREIGN TAXES$2$2

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