BETA

FREE LUNCH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FREE LUNCH FOUNDATION (EIN 06-1482552)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202411369349104501
Schema version
2023v5.0
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)
Return2024-05-15T14:39:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464122151PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHOFER DILLBERG & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 N MAIN STREET THIRD FLOORAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061482552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREE LUNCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREEBusinessNameControlTxt
Phone3077391898PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11450AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WALSHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3077391898PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastWALSHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK SCHOFERPreparerPersonNm
PTINP00423537PTIN
Phone5085458405PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$105,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,583ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$328InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$328InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,639DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,639DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,643NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,447GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,636CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,070OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$24OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$33,263TotalRevAndExpnssAmt
Total Net Invst Incm$21,627TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,675AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$167TaxesRevAndExpnssAmt
Taxes Net Invst Incm$82TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,172OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,166OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,689TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,923TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,681TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,440ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,440ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,129TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,923TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,121TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,866ExcessRevenueOverExpensesAmt
Net Investment Income$14,704NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,428SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,587SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,587SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$60,899CorporateStockBOYAmt
Corporate Stock EOY$73,640CorporateStockEOYAmt
Corporate Stock EOYFMV$87,321CorporateStockEOYFMVAmt
Other Investments BOY$4,910OtherInvestmentsBOYAmt
Other Investments EOY$3,073OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,155OtherInvestmentsEOYFMVAmt
Total Assets BOY$86,237TotalAssetsBOYAmt
Total Assets EOY$79,300TotalAssetsEOYAmt
Total Assets EOYFMV$105,063TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$86,237RetainedEarningBOYAmt
Retained Earning EOY$79,300RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$86,237TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$79,300TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,237TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$79,300TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,237TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,866ExcessRevenueOverExpensesAmt
Other Increases$531OtherIncreasesAmt
Subtotal$79,902SubtotalAmt
Other Decreases$602OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$79,300TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHSP$17,087$9,283$7,804$7,804
GOLDMAN SACHSP$11,512$10,442$1,070$1,070
MDC HOLDINGS, INCD$4,505$2,032$2,473$2,473
SUMMIT MIDSTREAM$8,338$2,987$5,351$5,351
CRESTWOOD EQUITY PARTNERSP$5$5$5
CAPITAL GAIN/LOSS FROM MLPSP$67-$67-$67
FieldValueIRS element (for citing)
Capital Gain Net Income$16,636CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$204InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$204SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$204TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$204TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCHOFER DILLBERG COMPANY INCIndividualWithBooksNm
Phone5085458405PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID WALSH
PO BOX 11450JACKSONWY83002TRUSTEE0.00$0$0$0
JADE WALSH
PO BOX 11450JACKSONWY83002TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FREE LUNCH FOUNDATION MAKES GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY FOCUS IS FURTHERING EDUCATION AND/OR PROTECTING THE ENVIRONMENT.Description1Txt
Expenses1$31,440Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$89,442AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,471AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$99,913TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$99,913AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$98,414NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$204TaxBasedOnInvestmentIncomeAmt
Total Tax$204TotalTaxAmt
Distributable Before Adj$4,717DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,717DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,717DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,121ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,121QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,717DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$182,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$152,120ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$178,544ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$114,977ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$79,196ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$707,037TotalExcessDistributionCyovAmt
Qualifying Distributions$33,121QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,717AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,404RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$735,441TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$182,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$553,241ExcessDistriCyovToNextYrAmt
Excess From Year4$152,120ExcessFromYear4Amt
Excess From Year3$178,544ExcessFromYear3Amt
Excess From Year2$114,977ExcessFromYear2Amt
Excess From Year1$79,196ExcessFromYear1Amt
Excess From Current Year$28,404ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID WALSHContributingManagerNm
Contributing ManagerJADE WALSHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAROL AND GEORGE OVEREND SCHOLARSHIP FUND
4301 NORTHSIDE PARKWAY NWATLANTAGA30327NONEPUBLIC CHARITYGENERAL$500
COMMUNITY FOUNDATION OF JACKSON HOLE
255 E SIMPSON STREETJACKSONWY83001NONEPUBLIC CHARITYGENERALGENERAL$16,200
CORNELL UNIVERSITY LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPUBLIC CHARITYGENERAL$5,740
DANCER'S WORKSHOP OF JACKSON HOLE
PO BOX 1500JACKSONWY83001NONEPUBLIC CHARITYGENERAL$1,000
JACKSON HOLE HIGH SCHOOL SKI TEAM
1910 HIGH SCHOOL ROADJACKSONWY83001NONEPUBLIC CHARITYGENERAL$250
NATIONAL MUSEUM OF WILDLIFE ART
PO BOX 6825JACKSON HOLEWY83002NONEPUBLIC CHARITYGENERAL$6,500
OFF SQUARE THEATRE
240 SOUTH GLENWOOD STREETJACKSONWY83001NONEPUBLIC CHARITYGENERAL$1,000
TETON LITERACY CENTER
1715 HIGH SCHOOL ROADJACKSONWY83001NONEPUBLIC CHARITYGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,440TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$328ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,639ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,643ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ORD INCOME FROM LIMITED PARTNERSHIPS211100$325
FEDERAL TAX REFUND$721

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$325UnrelatedBusinessTaxblIncmAmt
Exclusion$19,634ExclusionAmt
Related Or Exempt Function Incm$721RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,680TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementFEDERAL TAX REFUND FOR 2022 FORM 990-PFRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID WALSHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11450AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83002ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,583TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,660 SHARES OF CHICOS FAS, INC.NoncashPropertyDesc
Fair Market Value$12,583FairMarketValueAmt
Received2023-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,350Amt
Net Investment Income$1,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,675DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS - US STOCKS$67,436$81,894
GOLDMAN SACHS - NON-US EQUITY$6,204$5,427

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALLIANCEBERNSTEINAT COST$1,208$3,103
ENERGY TRANSFER LPAT COST$1,865$6,679
SUMMIT MIDSTREAMAT COST$0$5,373

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS TAXED IN 2023, RECEIVED IN 2024Desc
Amt$602Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MLP EXPENSES$4,867$4,861$6
BANK SERVICE CHARGES$305$305$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MLPS-$5-$5-$5
SECTION 1231 GAIN FROM MLPS$29$29$29
CAPITAL GAIN/LOSS FROM MLPS$0$0$0
ORD INCOME FROM LIMITED PARTNERSHIPS$325$325
FEDERAL TAX REFUND$721$721

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS TAXED IN 2022, RECEIVED IN 2023Desc
Amt$531Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$82$82$0
FEDERAL TAXES$85$0$0

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