FREE LUNCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FREE LUNCH FOUNDATION (EIN 06-1482552)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201923169349101967
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2019-11-12T15:41:18-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK SCHOFER | PreparerPersonNm |
| PTIN | P00423537 | PTIN |
| Phone | 5085458405 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.44.61.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:48:48 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8121CA463AABFA4EFE5158FD2073B628CA1C8F6D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D6063055A6803F1C5210E032C865658A36853698 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $253,978 | 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 | $30,150 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $947 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,269 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,521 | 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 |
| Accounting Fees Rev And Expnss | $2,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,418 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,417 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $76 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $76 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,739 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $197,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,928 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $119,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,246 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $434,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $253,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $434,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $288,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $434,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $288,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $434,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $434,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $677 | OtherIncreasesAmt |
| Subtotal | $288,824 | SubtotalAmt |
| Other Decreases | $162 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $288,662 | 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 | P | $41,166 | $42,256 | -$1,090 | -$1,090 |
| GOLDMAN | P | $56,101 | $63,188 | -$7,087 | -$7,087 |
| ALLIANCEBERNSTEIN | P | $19,789 | $14,980 | $4,809 | $4,809 |
| ENERGY TRANSFER PARTNERS | P | $4,800 | $6,547 | -$1,747 | -$1,747 |
| CRESTWOOD EQUITY | P | $17,725 | $11,143 | $6,582 | $6,582 |
| ALLIANCEBERNSTEIN | P | $5,410 | $5,282 | $128 | $128 |
| ALLIANCEBERNSTEIN | D | $29,900 | $15,771 | $14,129 | $14,129 |
| CAPITAL GAINS DIVIDENDS | P | $545 | $545 | $545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,269 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $115,170 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $463,480 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.248490 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $457,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $588,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.208911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $682,448 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $670,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.206916 | DistributionYr5Rt |
| Total Distribution | 0.984990 | TotalDistributionRt |
| Average Distribution | 0.196998 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $355,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,223 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,739 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $195 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $268 | OverpaymentAmt |
| Applied To ES Tax | $268 | 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 | $198,300 | 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 | $303,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $360,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $355,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227 | TotalTaxAmt |
| Distributable Before Adj | $17,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,739 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,739 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $227 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,910 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $414,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,739 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,200 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $596,622 | 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 | $107,910 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $488,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,886 | ExcessFromYear4Amt |
| Excess From Year3 | $94,103 | ExcessFromYear3Amt |
| Excess From Year2 | $69,133 | ExcessFromYear2Amt |
| Excess From Year1 | $92,390 | ExcessFromYear1Amt |
| Excess From Current Year | $182,200 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL | $99,400 |
| ANIMAL HUMANE ASSOCIATION | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| BALLET OF WICHITA | |||||||
| 1600 W DOUGLAS AVE | WICHITA | KS | 67203 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 255 E SIMPSON STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERALGENERAL | $32,000 |
| DANCER'S WORKSHOP OF JACKSON HOLE | |||||||
| PO BOX 1500 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| ENOUGH IS ENOUGH | |||||||
| PO BOX 145 | KELLY | WY | 83011 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FRIENDS OF HERRING RIVER | |||||||
| PO BOX 565 | SOUTH WELLFLEET | MA | 02663 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| GLOBAL ARTS CORPS | |||||||
| 790 RIVERSIDE DRIVE WEST | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||
| 685 S CACHE STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | GENERAL | $1,600 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON HOLE | WY | 83002 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| OFF SQUARE THEATRE | |||||||
| 240 SOUTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $6,800 |
| PARK CITY EDUCATION FOUNDATION | |||||||
| PO BOX 681422 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK | MISSOULA | MT | 59807 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| RON BURTON TRAINING VILLAGE | |||||||
| 55 MORGAN RD | HUBBARDSTON | MA | 01452 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| TENNESSEE WILLIAMS FESTIVAL | |||||||
| PO BOX 1721 | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TETON RAPTOR CENTER | |||||||
| 5450 WY-22 | WILSON | WY | 83014 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE EVERGLADES TRUST | |||||||
| 6107 SOUTH DIXIE HIGHWAY SUITE 3 | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| TOM GIDDINGS MEMORIAL SCHOLARSHIP FUND | |||||||
| 114 WINESAP ROAD | PITTSFIELD | MA | 01201 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| UNICEF | |||||||
| 18 TREMONT ST 820 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| WICHITA COLLEGIATE SCHOOL | |||||||
| 9115 E 13TH ST N | WICHITA | KS | 67206 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,300 | 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 | $947 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,828 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,812 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORD INCOME FROM LIMITED PARTNERSHIPS | 211110 | $13,767 |
| FEDERAL TAX REFUND |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,767 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,831 | 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 | 11 | LineNumberTxt |
| Relationship Statement | FEDERAL TAX REFUND | RelationshipStatementTxt |
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 | $30,150 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES OF ALLIANCEBERNSTEIN | NoncashPropertyDesc |
| Fair Market Value | $30,150 | FairMarketValueAmt |
| Received | 2018-09-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,835 | Amt |
| Net Investment Income | $1,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,417 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - US STOCKS | $136,303 | $120,514 |
| GOLDMAN SACHS - NON-US EQUITY | $61,787 | $36,414 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - US REAL ESTATE SECURITIES | AT COST | $21,944 | $20,190 |
| GOLDMAN SACHS - GLOBAL EQUITY | AT COST | $16,837 | $3,778 |
| ALLIANCEBERNSTEIN | AT COST | $10,986 | $16,392 |
| SUMMIT MIDSTREAM PARTNERS | AT COST | $3,717 | $10,050 |
| ENERGY TRANSFER LP | AT COST | $2,284 | $11,836 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS TAXED IN 2018, RECEIVED IN 2019 | Desc |
| Amt | $162 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MLP EXPENSES | $619 | $597 | $22 |
| BANK SERVICE CHARGES | $203 | $203 | $0 |
| MISCELLANEOUS | $432 | $432 | $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 | $249 | $249 | $249 |
| SECTION 1231 GAIN FROM MLPS | $1,393 | $1,393 | $1,393 |
| CAPITAL GAIN/LOSS FROM MLPS | -$165 | -$165 | -$165 |
| ORD INCOME FROM LIMITED PARTNERSHIPS | $13,767 | $13,767 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS TAXED IN 2017, RECEIVED IN 2018 | Desc |
| Amt | $677 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $129 | Amt |
| Net Investment Income | $129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments