GARAMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GARAMAN CHARITABLE FOUNDATION (EIN 87-3828285)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-05
IRS object ID
202541259349101364
Schema version
2024v5.0
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)
Return2025-05-05T12:27:04-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line1174 EMERGER AVEAddressLine1Txt
CityALPINECityNm
State AbbreviationWYStateAbbreviationCd
ZIP83128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-25SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFF E WILKINSONPreparerPersonNm
PTINP00115795PTIN
Phone3077331658PhoneNum
Preparation2025-04-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,847,558FMVAssetsEOYAmt
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$68,513InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$68,513InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,676DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,676DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,269NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,269CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$160,458TotalRevAndExpnssAmt
Total Net Invst Incm$160,458TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,131AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,131AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,419TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,419TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$31,924OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,184OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,621OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,474TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,603TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,752TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$269,455ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$269,455ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$308,929TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,603TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$274,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$148,471ExcessRevenueOverExpensesAmt
Net Investment Income$130,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$705,498CashBOYAmt
Cash EOY$451,351CashEOYAmt
Cash EOYFMV$451,351CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,604,464SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$86,014SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$86,014SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$831,128CorporateStockBOYAmt
Corporate Stock EOY$1,772,866CorporateStockEOYAmt
Corporate Stock EOYFMV$2,024,902CorporateStockEOYFMVAmt
Corporate Bonds BOY$548,817CorporateBondsBOYAmt
Corporate Bonds EOY$1,146,004CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,155,629CorporateBondsEOYFMVAmt
Other Investments BOY$38,935OtherInvestmentsBOYAmt
Other Investments EOY$124,136OtherInvestmentsEOYAmt
Other Investments EOYFMV$129,662OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,728,842TotalAssetsBOYAmt
Total Assets EOY$3,580,371TotalAssetsEOYAmt
Total Assets EOYFMV$3,847,558TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,728,842RetainedEarningBOYAmt
Retained Earning EOY$3,580,371RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,728,842TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,580,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,728,842TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,580,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,728,842TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$148,471ExcessRevenueOverExpensesAmt
Subtotal$3,580,371SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,580,371TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$16,269CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,819InvestmentIncomeExciseTaxAmt
Subtotal$1,819SubtotalAmt
Tax Based On Investment Income$1,819TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Overpayment$981OverpaymentAmt
Applied To ES Tax$981AppliedToESTaxAmt

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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
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$1,423,664AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,403,860AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,827,524TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,827,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,770,111NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,506MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,506MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,819TaxBasedOnInvestmentIncomeAmt
Total Tax$1,819TotalTaxAmt
Distributable Before Adj$186,687DistributableBeforeAdjAmt
Distributable Before Ded$186,687DistributableBeforeDedAmt
Distributable As Adjusted$186,687DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$274,207ExpensesAndContributionsAmt
Qualifying Distributions$274,207QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$186,687DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$25,946ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$76,428ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$102,374TotalExcessDistributionCyovAmt
Qualifying Distributions$274,207QualifyingDistributionsAmt
Applied To Current Year$186,687AppliedToCurrentYearAmt
Remaining Distri From Corpus$87,520RemainingDistriFromCorpusAmt
Total Corpus$189,894TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$189,894ExcessDistriCyovToNextYrAmt
Excess From Year2$25,946ExcessFromYear2Amt
Excess From Year1$76,428ExcessFromYear1Amt
Excess From Current Year$87,520ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FUND FOR PUBLIC EDUCATION
PO BOX 1048JACKSONWY83001JHSS SPEECH AND DEBATE TEAM$10,000
COMMUNITY FOUNDATION OF JACKSON HOL
PO BOX 674JACKSONWY83001OLD BILLS 2022$155,000
FRIENDS OF PATHWAYS
PO BOX 2062JACKSONWY83001MAINTAIN PUBLIC PATHWAYS$54,455
OPEN SPACE INSTITUTE LAND TRUST
142 WILLIAM STCHARLESTONSC29403PROTECT BLACK RIVER BASIN$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$269,455TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,513ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,676ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,269ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$160,458ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,458TotalIncomeProducingActyAmt

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$2,131Amt
Disbursements Charitable Prps$2,131DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$1,146,004EOYBookValueAmt
EOYFMV$1,155,629EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$1,772,866EOYBookValueAmt
EOYFMV$2,024,902EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ASSETSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$124,136BookValueAmt
EOYFMV$129,662EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$72$72
TRUSTEE FEES$24,184$24,184
OFFICE EXPENSE$375$375
MEALS$43$43
ADVERTISING$7,250$2,131

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
IRS INCOME TAXES$5,218$5,218
FOREIGN TAXES$201$201

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