JOE AND MISSY WALSH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JOE AND MISSY WALSH FOUNDATION (EIN 01-0551686)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202113169349103126
Schema version: 2020v4.1
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
Depreciation Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T11:56:02-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8401 GREENSBORO DRIVE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010551686	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOE & MISSY WALSH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% JOSEPH WALSH	InCareOfNm
Business Name Control	JOE&	BusinessNameControlTxt
Phone	3012805105	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11600 PARTRIDGE RUN LANE	AddressLine1Txt
City	POTOMAC	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20854	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH WALSH OFFICER	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	3012805105	PhoneNum
Signature	2021-05-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOSEPH WALSH	PersonFirstNm
Person Last	OFFICER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Mark Paschall	PreparerPersonNm
PTIN	P01253773	PTIN
Phone	7038930600	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	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	$1,886,748	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$17	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$23,871	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$23,871	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$19,277	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$607,881	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,277	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$3,087	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$3,087	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$40,078	TotalRevAndExpnssAmt
Total Net Invst Incm	$40,078	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$143	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$143	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$772	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$762	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$915	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$905	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$138,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$138,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$139,415	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$905	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$138,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$99,337	ExcessRevenueOverExpensesAmt
Net Investment Income	$39,173	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$55,961	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$88,227	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$88,227	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,641,319	CorporateStockBOYAmt
Corporate Stock EOY	$1,508,874	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,798,521	CorporateStockEOYFMVAmt
Total Assets BOY	$1,697,280	TotalAssetsBOYAmt
Total Assets EOY	$1,597,101	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,886,748	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,697,280	CapitalStockBOYAmt
Capital Stock EOY	$1,597,101	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,697,280	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,597,101	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,697,280	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,597,101	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,697,280	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$99,337	ExcessRevenueOverExpensesAmt
Other Increases	$1,558	OtherIncreasesAmt
Subtotal	$1,599,501	SubtotalAmt
Other Decreases	$2,400	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,597,101	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STIFEL, NICOLAUS & COMPANY, INC. #7957 - SEE ATTACHED	P	2020-01-01	2020-12-31	$459,189	$465,518	-$6,329	-$6,329
STIFEL, NICOLAUS & COMPANY, INC. #7957 - SEE ATTACHED	P	2019-01-01	2020-12-31	$148,692	$124,828	$23,864	$23,864
CAPITAL GAIN DIVIDENDS	P					$1,742
CAPITAL GAIN DIVIDENDS	P					$1,742

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,277	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$545	InvestmentIncomeExciseTaxAmt
Subtotal	$545	SubtotalAmt
Tax Based On Investment Income	$545	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$614	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$614	TotalPaymentsAndCreditsAmt
Overpayment	$69	OverpaymentAmt
Applied To ES Tax	$69	AppliedToESTaxAmt

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
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH WALSH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3012805105	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	11600 PARTRIDGE RUN LANE	AddressLine1Txt
City	POTOMAC	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20854	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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
Relying Current Ntc Dsstr Asst1	Yes (X)	RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
JOHN J BUTLER
237 PARK AVENUE	NEW YORK	NY	10017	ASSISTANT SECRETARY	0	$0	$0	$0
MELISSA WALSH
11600 PARTRIDGE RUN LANE	POTOMAC	MD	20854	PRESIDENT/DIRECTOR	0	$0	$0	$0
JOSEPH WALSH
11600 PARTRIDGE RUN LANE	POTOMAC	MD	20854	CHAIRMAN/TREASURER	0	$0	$0	$0
SUE LEE
11600 PARTRIDGE RUN LANE	POTOMAC	MD	20854	SECRETARY	0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,593,232	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$126,670	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,719,902	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,719,902	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$25,799	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,694,103	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$84,705	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$84,705	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$545	TaxBasedOnInvestmentIncomeAmt
Total Tax	$545	TotalTaxAmt
Distributable Before Adj	$84,160	DistributableBeforeAdjAmt
Distributable Before Ded	$84,160	DistributableBeforeDedAmt
Distributable As Adjusted	$84,160	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$138,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$138,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$138,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$84,160	DistributableAsAdjustedAmt
Undistributed Income PY	$635	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$138,500	QualifyingDistributionsAmt
Applied To Year1	$635	AppliedToYear1Amt
Applied To Current Year	$84,160	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$53,705	RemainingDistriFromCorpusAmt
Total Corpus	$53,705	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$53,705	ExcessDistriCyovToNextYrAmt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$53,705	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOSEPH A WALSH	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	NA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	N/A	AddressLine1Txt
City	NA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20854	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3012805105	RecipientPhoneNum
Form And Info And Materials	NONE	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AUTISM SPEAKS INC
1060 State Road	Second Floor	Princeton	NJ	08540	NONE	PC	REASEARCH FUNDING	$1,000
FRAGILE X SYNDROME RESEARCH
10 PRINCE PLACE SUITE 203		NEWBURYPORT	MA	01950	NONE	PC	GENERAL OPERATING	$5,000
BETHESDA HOSPITAL
2815 S SEACREST BLVD		BOYNTON BEACH	FL	33435	NONE	PC	GENERAL OPERATING	$25,000
THE CRC RECOVERY FOUNDATION
309 NE 1st St		DELRAY BEACH	FL	33483	NONE	PC	GENERAL OPERATING	$2,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET		MONTGOMERY	AL	36104	NONE	PC	GENERAL OPERATING	$1,000
SIBLEY MEMORIAL HOSPITAL
5255 LOUGHBORO RD NW		WASHINGTON	DC	20016	NONE	PC	GENERAL OPERATING	$2,000
THE CLUB FOUNDATION
1733 King Street		Alexandria	VA	22314	NONE	PC	GENERAL OPERATING	$9,000
BOYS AND GIRLS CLUB
800 Northpoint Pkwy Suite 204		WEST PALM BEACH	FL	33407	NONE	PC	GENERAL OPERATING	$1,000
FLORIDA COALITION FOR PRESERVATION
4600 N OCEAN BLVD STE 102		Ocean Ridge	FL	334357365	NONE	PC	GENERAL OPERATING	$2,500
THE COMMUNITY FOUNDATION
1325 G Street NW	Suite 480	Washington	DC	20005	NONE	PC	GENERAL OPERATING	$25,000
WORLD CENTRAL KITCHEN
1342 Florida Ave NW		WASHINGTON	DC	20009	NONE	PC	GENERAL OPERATING	$5,000
COMMUNITY OF HOPE
4 Atlantic Street SW		WASHINGTON	DC	20032	NONE	PC	GENERAL OPERATING	$5,000
NOURISH NOW
1111 TAFT ST		Rockville	MD	208501311	NONE	PC	GENERAL OPERATING	$5,000
THRYV SMALL BUSINESS FOUNDATION
2200 W Airfield Dr		DFW AIRPORT	TX	75261	NONE	PC	GENERAL OPERATING	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$138,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,871	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$19,277	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	ENTERPRISE PRODUCT PARTNERS	Desc
Exclusion	18	ExclusionCd
Exclusion	-$3,087	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$40,078	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$40,078	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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STIFEL #7957	StockNm
EOY Book Value	$1,508,874	EOYBookValueAmt
EOYFMV	$1,798,521	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$2,400	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
CT CORP EXPENSE	$762	$762
BANK CHARGES	$10

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	TOTAL INCOME/LOSS FROM K1	Desc
Revenue And Expenses Per Books	-$3,087	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$3,087	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TIMING DIFFERENCE	Desc
Amt	$1,558	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	CategoryTxt
Amt	$143	Amt
Net Investment Income	$143	NetInvestmentIncomeAmt

JOE AND MISSY WALSH FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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