LIGHTNER SAMS FOUNDATION OF WYOMING INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTNER SAMS FOUNDATION OF WYOMING INC (EIN 83-0309453)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-21
- IRS object ID
- 202132029349100523
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-21T16:53:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830246322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON PALMER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | 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 | 830309453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIGHTNER SAMS FOUNDATION OF WYOMING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIGH | BusinessNameControlTxt |
| Phone | 0030773396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN H LIGHTNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBIN | PersonFirstNm |
| Person Last | LIGHTNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PALMER | PreparerPersonNm |
| PTIN | P00286066 | PTIN |
| Phone | 3077335160 | PhoneNum |
| Preparation | 2021-07-13 | PreparationDt |
| 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 | $8,665,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,051 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $310,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,035,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,631 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $375,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $375,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,124 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $326 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $98 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $228 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,326 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,475 | CashBOYAmt |
| Cash EOY | $328,204 | CashEOYAmt |
| Cash EOYFMV | $328,204 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $15,050 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses BOY | $4,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $885 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $885 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,617,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,462,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,336,227 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,408 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,799,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,791,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,665,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,799,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,791,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,799,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,791,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,799,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,791,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,799,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,408 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,795,017 | SubtotalAmt |
| Other Decreases | $3,717 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,791,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB ST - 6156 | P | $25,000 | $27,174 | -$2,174 | -$2,174 |
| SCHWAB LT - 6156 | P | $9,465 | $10,590 | -$1,125 | -$1,125 |
| WELLS FARGO ST - 0700 | P | $144,354 | $145,855 | -$1,501 | -$1,501 |
| WELLS FARGO LT - 0700 | P | $856,186 | $788,705 | $67,481 | $67,481 |
| LOSS ON UNCOLLECTIBLE LOAN | P | $15,050 | -$15,050 | -$15,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,631 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,993 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,993 | SubtotalAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $885 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $885 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $55 | EsPenaltyAmt |
| Tax Due | $4,163 | TaxDueAmt |
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 |
| 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 | ROBIN LIGHTNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077339619 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBIN H LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 5.00 | $5,000 | $0 | $0 |
| CAMILLE L BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| EARL SAMS LIGHTNER JR | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| JAMES J BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| LIZ LIGHTNER | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,660,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,291 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,906,650 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,906,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,788,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,993 | TotalTaxAmt |
| Distributable Before Adj | $384,410 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $384,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $384,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,584 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $363,584 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $363,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $362,052 | UndistributedIncomePYAmt |
| Qualifying Distributions | $363,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $362,052 | AppliedToYear1Amt |
| Applied To Current Year | $1,532 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $382,878 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN LIGHTNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 429 | AddressLine1Txt |
| City | TETON VILLAGE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830250429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3077339619 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, INCLUDING FINANCIAL INFORMATION AND PROOF OF EXEMPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACCESS FUND | |||||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | GENERAL CHARITABLE SUPPORT | $4,000 | ||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 225 NORTH MICHIGAN AVE | CHICAGO | IL | 606017633 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | 17TH FLOOR | |
| AMERICAN SAFE CLIMBING ASSOCIATION | |||||||||
| PO BOX 3691 | BOULDER | CO | 80308 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| CASA OF LEXINGTON INC | |||||||||
| 3245 LOCH NESS DRIVE | LEXINGTON | KY | 40517 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 | ||
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||||
| PO BOX 13155 | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $25,000 | ||
| COMPASSION AND CHOICES | |||||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| DUCKS UNLIMITED | |||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 381202351 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 | ||
| EQUINE LAND CONSERVATION RESOURCE | |||||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $13,000 | SUITE 120 | |
| EVELYNELAINE | |||||||||
| 3673 RIDGECREST DR | CASPER | WY | 826045032 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| FAYETTE ALLIANCE FOUNDATION INC | |||||||||
| 63 W SHORT STREET | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| GRAND TETON MUSIC FESTIVAL | |||||||||
| PO BOX 490 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| GREENHOUSE 17 INC | |||||||||
| PO BOX 55190 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $6,000 | ||
| HOPE CENTER INC | |||||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| HUMANE SOCIETY OF HARRISON COUNTY | |||||||||
| PO BOX 861 | CYNTHIANA | KY | 41030 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 | ||
| JACKSON HOLE THERAPEUTIC RIDING | |||||||||
| PO BOX 415 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 | ASSOCIATION | |
| JDRF INTERNATIONAL | |||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | 14TH FLOOR | |
| KENTUCKY EQUINE ADOPTION CENTER | |||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | ||
| KENTUCKY HORSE PARK FOUNDATION | |||||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | ||
| LANDER COMMUNITY FOUNDATION | |||||||||
| PO BOX 1131 | LANDER | WY | 828501131 | N/A | PC | GENERAL CHARITABLE SUPPORT | $84,000 | ||
| LEXINGTON HUMANE SOCIETY | |||||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| LEXINGTON SCHOOL | |||||||||
| 1050 LANE ALLEN ROAD | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| MASTERSON EQUESTRIAN TRUST | |||||||||
| PO BOX 12042 | LEXINGTON | KY | 40580 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||||
| PO BOX 6825 | JACKSON | WY | 83002 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| OLD FRIENDS INC | |||||||||
| 1841 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| RUFFED GROUSE SOCIETY | |||||||||
| 451 MCCORMICK ROAD | MOON | PA | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| SAYRE SCHOOL | |||||||||
| 194 NORTH LIMESTONE ST | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,500 | ||
| SENIOR CENTER OF JACKSON HOLE | |||||||||
| PO BOX 4677 | JACKSON | WY | 83001 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | ||
| SENIOR CITIZENS COUNCIL | |||||||||
| 5139 N CATHERINE ST | PLATTSBURGH | NY | 12901 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| SHAKER VILLAGE | |||||||||
| 3501 LEXINGTON RD | HARRODSBURG | KY | 40330 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 | ||
| STRIDER EDUCATION FOUNATION | |||||||||
| 2221 N PLAZA DRIVE | RAPID CITY | SD | 57702 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | ||
| THE NEST FKA CENTER FOR WOMEN | |||||||||
| 530 N LIMESTONE ST | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 | CHILDREN & FAMILIES | |
| TRELLIS FOR TOMORROW | |||||||||
| 35 HALL ST | PHOENIXVILLE | PA | 19460 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | STE 302 | |
| UNITED STATES EVENTING ASSOCIATION | |||||||||
| 525 OLD WATERFORD RD | LEESBURG | VA | 20176 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 | ||
| UNITED STATES PONY CLUBS INC | |||||||||
| 4041 IRON WORKS PIKE | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | ||
| UNIVERSITY OF KENTUCKY | |||||||||
| 800 ROSE STREET | LEXINGTON | KY | 40536 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 | CC 160 | MARKEY CANCER |
| WOODFORD HUMANE SOCIETY | |||||||||
| PO BOX 44 | VERSAILLES | KY | 40383 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| WYOMING DINOSAUR CENTER | |||||||||
| 110 CARTER RANCH RD | THERMOPOLIS | WY | 82443 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| HARRISON COUNTY MINISTERIAL | |||||||||
| PO BOX 624 | CYNTHIANA | KY | 410310624 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| LUV U PROJECT | |||||||||
| PO BOX 60248 | POTOMAC | MD | 208590248 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| FRIENDS OF TOGO LES AMIS | |||||||||
| 405 SCHUYLER RD | SILVER SPRING | MD | 209104238 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 | DU TOGO INCORPORATED | |
| BLUE GRASS COMMUNITY FOUNDATION | |||||||||
| 499 E HIGH ST STE 112 | LEXINGTON | KY | 405071977 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,500 | ||
| CAMILLE PLAYERS INC | |||||||||
| 1 DEAN PORTER PARK | BROWNSVILLE | TX | 785200000 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 | ||
| GODS PANTRY FOOD BANK INC | |||||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 | ||
| TRINITY EPISCOPAL CHURCH | |||||||||
| 120 ALLEGHENY CHURCH | TOWSON | MD | 212040000 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 | ||
| YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||||
| FOURTH AVE EAST 23RD ST | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,051 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,603 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $375,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,285 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAIN ON SALE OF STOCKS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,034 | Amt |
| Net Investment Income | $910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,124 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE EQUIP | 1995-07-01 | $764 | $764 | S/L | 3.0000 |
| OFFICE EQUIP | 1995-07-01 | $5,019 | $5,019 | 200DB | 5.0000 |
| FURNITURE | 1995-07-01 | $11,800 | $11,800 | 200DB | 7.0000 |
| OFFICE EQUIP | 1996-06-01 | $1,745 | $1,745 | S/L | 3.0000 |
| OFFICE EQUIP | 1996-07-01 | $898 | $898 | 200DB | 5.0000 |
| OFFICE EQUIP | 1997-06-13 | $3,000 | $3,000 | 200DB | 5.0000 |
| DELL COMPUTER | 1998-12-17 | $3,175 | $3,175 | 200DB | 5.0000 |
| HP DESK JET PRINTER-VIKING | 2000-11-15 | $267 | $267 | 200DB | 5.0000 |
| HP SCANNER-VIKING | 2000-11-28 | $250 | $250 | 200DB | 5.0000 |
| OFFICE EQUIPMENT-VIKING | 2001-05-21 | $100 | $100 | 200DB | 5.0000 |
| OFFICE EQUIPMENT-VIKING | 2002-11-19 | $1,313 | $1,313 | 200DB | 5.0000 |
| 2 DRAWER FILE CABINET | 2007-09-17 | $339 | $339 | 200DB | 5.0000 |
| DELL LAPTOP COMPUTER | 2008-01-03 | $738 | $738 | 200DB | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - WELLS FARGO | $2,077,540 | $2,531,375 |
| EQUITIES - CHARLES SCHWAB | $5,384,671 | $5,804,852 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $29,408 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $29,408 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD INCOME TAXES | Desc |
| Amt | $3,717 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $40,056 | $12,017 | $28,039 |
| MISCELLANEOUS | -$1,223 | -$367 | -$856 |
| UTILITIES | -$395 | -$119 | -$277 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTHER LOANS RECEIVABLE | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $1,895 | $568 | $1,326 |
| FOREIGN TAXES |