FREE LUNCH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FREE LUNCH FOUNDATION (EIN 06-1482552)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349100815
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T08:06:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061482552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREE LUNCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 3077391898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11450 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WALSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3077391898 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WALSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK SCHOFER | PreparerPersonNm |
| PTIN | P00423537 | PTIN |
| Phone | 5085458405 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $169,846 | 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 | $65,778 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,348 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,031 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,269 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $207 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,471 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $94,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,688 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $41,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,113 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,302 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $153,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $169,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $153,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $112,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $225 | OtherIncreasesAmt |
| Subtotal | $112,815 | SubtotalAmt |
| Other Decreases | $473 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | P | $17,697 | $14,546 | $3,151 | $3,151 |
| GOLDMAN SACHS | P | $47,811 | $49,758 | -$1,947 | -$1,947 |
| MDC HOLDINGS | D | $71,585 | $23,241 | $48,344 | $48,344 |
| CITIGROUP | D | $13,921 | $7,489 | $6,432 | $6,432 |
| ALLIANCEBERSTEIN HOLDING | P | $13,430 | $5,433 | $7,997 | $7,997 |
| ENERGY TRANSFER LP | P | $5,130 | $6,366 | -$1,236 | -$1,236 |
| ALLIANCEBERSTEIN HOLDING DISPOSITION | P | $2,933 | -$2,933 | -$2,933 | |
| CAPITAL GAINS DIVIDENDS | P | $223 | $223 | $223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,031 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $276 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $492 | OverpaymentAmt |
| Applied To ES Tax | $492 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | SCHOFER DILLBERG COMPANY INC | IndividualWithBooksNm |
| Phone | 5085458405 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 NORTH MAIN STREET | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID WALSH | ||||||||
| PO BOX 11450 | JACKSON | WY | 83002 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JADE WALSH | ||||||||
| PO BOX 11450 | JACKSON | WY | 83002 | TRUSTEE | 0.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FREE LUNCH FOUNDATION MAKES GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY FOCUS IS FURTHERING EDUCATION AND/OR PROTECTING THE ENVIRONMENT. | Description1Txt |
| Expenses1 | $122,156 | Expenses1Amt |
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 | $167,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $191,489 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $191,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $873 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,375 | IncomeTaxAmt |
| Total Tax | $2,248 | TotalTaxAmt |
| Distributable Before Adj | $7,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,133 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $674,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,977 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $789,364 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $69,133 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $720,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,390 | ExcessFromYear4Amt |
| Excess From Year3 | $182,200 | ExcessFromYear3Amt |
| Excess From Year2 | $152,120 | ExcessFromYear2Amt |
| Excess From Year1 | $178,544 | ExcessFromYear1Amt |
| Excess From Current Year | $114,977 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID WALSH | ContributingManagerNm |
| Contributing Manager | JADE WALSH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACE SCHOLARSHIPS | |||||||
| 1201 EAST COLFAX AVENUE SUITE 302 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 255 E SIMPSON STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERALGENERAL | $3,200 |
| DANCER'S WORKSHOP OF JACKSON HOLE | |||||||
| PO BOX 1500 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FRIENDS OF HERRING RIVER | |||||||
| PO BOX 565 | SOUTH WELLFLEET | MA | 02663 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| HARVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| JACKSON HOLE JEWISH COMMUNITIES | |||||||
| 610 W BROADWAY | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | TO SUPPORT THE JEWISH COMMUNITY | $250 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| MOUNT VERNON | |||||||
| 3200 MOUNT VERNON HWY | MT VERNON | VA | 22121 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON HOLE | WY | 83002 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| NORTHERN VA COMMUNITY COLLEGE | |||||||
| 8333 LITTLE RIVER TURNPIKE | ANNADALE | VA | 22003 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT TO COLLEGE YOUTH | $3,106 |
| OFF SQUARE THEATRE | |||||||
| 240 SOUTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| RON BURTON TRAINING VILLAGE | |||||||
| 55 MORGAN RD | HUBBARDSTON | MA | 01452 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAOPOLIS | PA | 15108 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| SEDONA INTERNATIONAL FILM FESTIVAL | |||||||
| PO BOX 162 | SEDONA | AZ | 86339 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| TETON LITERACY CENTER | |||||||
| 1715 HIGH SCHOOL ROAD | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $600 |
| TETON SHERIFF'S AUXILLARY | |||||||
| PO BOX 3829 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | TO SUPPORT THE TETON COUNTY POLICE | $1,000 |
| TETON YOUTH AND FAMILY SERVICES | |||||||
| PO BOX 2631 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE EVERGLADES TRUST | |||||||
| 6107 SOUTH DIXIE HIGHWAY SUITE 3 | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| TRURO CONSERVATION TRUST | |||||||
| 15 UNION FIELD ROAD | TRURO | MA | 02666 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,156 | 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 | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,348 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,874 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORD INCOME FROM LIMITED PARTNERSHIPS | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,224 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,224 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,528 | TotalIncomeProducingActyAmt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WALSH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11450 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $65,778 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 664 SHARES OF MDC HOLDINGS | $38,253 | 2021-06-01 |
| 1 | 500 SHARES OF MDC HOLDINGS | $27,525 | 2021-12-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - US STOCKS | $62,683 | $99,622 |
| GOLDMAN SACHS - NON-US EQUITY | $12,690 | $16,066 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCEBERNSTEIN | AT COST | $3,338 | $11,233 |
| SUMMIT MIDSTREAM | AT COST | $1,455 | $9,613 |
| OASIS MIDSTREAM | AT COST | $5,320 | $6,456 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS TAXED IN 2021, RECEIVED IN 2022 | Desc |
| Amt | $473 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MLP EXPENSES | $2,358 | $2,354 | $4 |
| BANK SERVICE CHARGES | $117 | $117 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM MLPS | $4 | $4 | $4 |
| SECTION 1231 GAIN FROM MLPS | $18 | $18 | $18 |
| CAPITAL GAIN/LOSS FROM MLPS | $23 | $23 | $23 |
| ORD INCOME FROM LIMITED PARTNERSHIPS | $7,224 | $7,224 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS TAXED IN 2020, RECEIVED IN 2021 | Desc |
| Amt | $225 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,031 | $0 | $0 |
| FOREIGN TAXES | $207 | $207 | $0 |
Comments