LIGHTNER SAMS FOUNDATION OF WYOMING INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTNER SAMS FOUNDATION OF WYOMING INC (EIN 83-0309453)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-07
- IRS object ID
- 201931589349100813
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-07T12:45:37-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 4158 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830014158 | 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 | 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 | 3077339619 | 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 |
| Phone | 3077339619 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD PALMER | PreparerPersonNm |
| PTIN | P00286066 | PTIN |
| Phone | 3077335160 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.183.166.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 11:39:30 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 28D8BADA5BB33506A58139435E082C38C3DD9A58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B50EE216604D6291704CAADDE542D090FD689B22 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,744,509 | 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 | $19,389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $364,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,575,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,365 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $475,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,315 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $874 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,039 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,425 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,862 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $456,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,878 | CashBOYAmt |
| Cash EOY | $188,305 | CashEOYAmt |
| Cash EOYFMV | $188,305 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,050 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $15,050 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,050 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,050 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,197 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,549,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,613,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,539,654 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,408 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,794,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,818,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,744,509 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,243 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $55,243 | 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 | $7,739,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,818,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,739,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,818,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,794,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,818,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,739,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,856,284 | SubtotalAmt |
| Other Decreases | $37,643 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,818,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STOCKS - CHARLES SCHWAB | P | 2018-10-31 | $13,511 | $13,741 | -$230 | -$230 |
| STOCKS - WELLS FARGO | P | 2018-12-21 | $1,562,227 | $1,470,632 | $91,595 | $91,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,474 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,851,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021838 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,596 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,069,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010468 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,068,791 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010477 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,130,269 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,559 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,933,237 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017176 | DistributionYr5Rt |
| Total Distribution | 0.069733 | TotalDistributionRt |
| Average Distribution | 0.013947 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,626,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,363 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $339,532 | 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 | $4,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $123 | EsPenaltyAmt |
| Tax Due | $3,190 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| 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 | ROBIN LIGHTNER | IndividualWithBooksNm |
| 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 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| EARL SAMS LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| ROBIN H LIGHTNER | ||||||||
| PO BOX 429 | TETON VILLAGE | WY | 83025 | TRUSTEE | 20.00 | $3,000 | $0 | $0 |
| CAMILLE L BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| LARRY F LIGHTNER | ||||||||
| 5518 VISTA MEADOW | DALLAS | TX | 75248 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUE B LIGHTNER | ||||||||
| 5518 VISTA MEADOW | DALLAS | TX | 75248 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EARL SAMS LIGHTNER JR | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| JAMES J BRUNKER | ||||||||
| 3001 CARRICK PIKE | GEORGETOWN | KY | 40324 | DIRECTOR | 5.00 | $3,000 | $0 | $0 |
| LIZ LIGHTNER | ||||||||
| PO BOX 591 | TETON VILLAGE | WY | 83025 | DIRECTOR | 5.00 | $3,000 | $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 |
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 | $7,360,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,583 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,742,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,742,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,626,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $381,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $381,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,567 | TotalTaxAmt |
| Distributable Before Adj | $376,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $376,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $376,746 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $339,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,567 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,965 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $316,124 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $316,124 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $353,338 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL KENTUCKY RIDING FOR HOPE | |||||||
| 4185 WALT ROBERTSON ROAD | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $22,460 |
| EQUESTRIAN LAND CONSERVATION | |||||||
| 4037 IRON WORKS PIKE STE 120 | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $14,000 |
| LANDER COMMUNITY FOUNDATION | |||||||
| PO BOX 1131 | LANDER | WY | 828501131 | N/A | PC | GENERAL CHARITABLE SUPPORT | $68,600 |
| LEXINGTON SCHOOL | |||||||
| 1050 LANE ALLEN ROAD | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE STREET | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $10,000 |
| ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| AMERICAN SAFE CLIMBING ASSOCIATION | |||||||
| PO BOX 1814 | BISHOP | CA | 935151814 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| BLUEGRASS CONSERVANCY | |||||||
| 380 S MILL STREET 205 | LEXINGTON | KY | 40508 | N/A | PC | GENERAL CHARITABLE SUPPORT | $500 |
| CENTRAL WYOMING CLIMBERS ALLIANCE | |||||||
| PO BOX 1304 | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| CITY OF LANDER | |||||||
| 240 LINCOLN STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $500 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 80250 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| FAYETTE ALLIANCE FOUNDATION INC | |||||||
| 603 W SHORT ST | 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 | 40555 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| HOPE CENTER INC | |||||||
| PO BOX 6 | LEXINGTON | KY | 40588 | N/A | PC | GENERAL CHARITABLE SUPPORT | $6,000 |
| JACKSON HOLE THERAPEUTIC RIDING ASSOCIATION | |||||||
| PO BOX 415 | TETON VILLAGE | WY | 83025 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| JDRF INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| KENTUCKY HORSE PARK FOUNDATION | |||||||
| 4037 IRON WORKS PARKWAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $20,000 |
| LANDER UNITED METHODIST CHURCH | |||||||
| 262 N 3RD ST | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 |
| LEXINGTON HUMANE SOCIETY | |||||||
| 1600 OLD FRANKFORT PIKE | LEXINGTON | KY | 40504 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| MASTERSON EQUESTRIAN TRUST | |||||||
| PO BOX 12042 | LEXINGTON | KY | 40580 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| 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 RD | GEORGETOWN | KY | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK RD | MOON | PA | 15108 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 12502 USF PINE DRIVE | TAMPA | FL | 33612 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| ST JUDE'S CHILDREN'S RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| UNITED STATES PONY CLUBS INC | |||||||
| 4071 IRON WORKS PIKE | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $11,500 |
| UNIVERSITY OF KENTUCKY MARKEY CANCER | |||||||
| 800 ROSE ST | LEXINGTON | KY | 40536 | N/A | PC | GENERAL CHARITABLE SUPPORT | $15,000 |
| WYOMING PBS FOUNDATION | |||||||
| 115 N 5TH ST | RIVERTON | WY | 82501 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| ANGELS WITHOUT WINGS INC | |||||||
| PO BOX 1125 | MOORPARK | CA | 93020 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| PO BOX 5001 | KANAB | UT | 84741 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| BIG HORN BASIN CLIMBING ORGANIZATION INC | |||||||
| PO BOX 752 | CODY | WY | 824140752 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| PO BOX 574 | JACKSON | WY | 83001 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| DANNY'S & RON'S RESCUE | |||||||
| PO BOX 604 | CAMDEN | SC | 29021 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOUL WAY | MEMPHIS | TN | 381202351 | N/A | PC | GENERAL CHARITABLE SUPPORT | $3,000 |
| FAYETTE COUNTY ATTORNEY DRIVER | |||||||
| 201 E MAIN STREET STE 600 | LEXINGTON | KY | 40507 | N/A | PC | GENERAL CHARITABLE SUPPORT | $5,000 |
| GLUT 1 DEFICIENCY FOUNDATION | |||||||
| PO BOX 737 | OWINGSVILLE | KY | 40360 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| GOD'S PANTRY FOOD BANK | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| HIPS | |||||||
| PO BOX 90738 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| INTEGRATE HEALTH INC | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| MISSION OF HOPE INC | |||||||
| PO BOX 51824 | KNOXVILLE | TN | 379501824 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| RETT SYNDROME RESEARCH TRUST INC | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| ROCKY MOUNTAIN ELK FOUNDATION INC | |||||||
| 5705 GRANT CREEK ROAD | MISSOULA | MT | 59808 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| SALVATION ARMY NATIONAL CORP | |||||||
| PO BOX 269 | ALEXANDRIA | VA | 22313 | N/A | PC | GENERAL CHARITABLE SUPPORT | $7,000 |
| SINKS CANYON NATURAL RESOURCE | |||||||
| 379 SINKS CANYON ROAD | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| SKY MIND RETREATS | |||||||
| PO BOX 1174 | MOAB | UT | 84532 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| THE MUSEUM OF THE AMERICAN WEST | |||||||
| 1445 MAIN STREET | LANDER | WY | 82520 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| TIDES CENTER | |||||||
| 1014 TORNEY AVENUE SUITE 1 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,000 |
| TROUT UNLIMITED INC | |||||||
| 140 S CACHE STREET | JACKSON | WY | 83001 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| WILLIAM NOVICH GLOBAL CARDIAC ALLIANCE | |||||||
| 1750 MADISON AVENUE SUITE 500 | MEMPHIS | TN | 38104 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| WOODFORD HUMANE SOCIETY INC | |||||||
| 265 THOMAS LANE | VERSAILLES | KY | 40383 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,500 |
| WYOMING CHILDREN'S SOCIETY | |||||||
| 314 EAST 21ST STREET | CHEYENNE | WY | 82001 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||
| FOURTH AVENUE EAST 23RD STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,560 | 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 | $19,389 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $475,315 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,315 | 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 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,913 | Amt |
| Net Investment Income | $874 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,039 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES - WELLS FARGO | $2,623,782 | $2,549,764 |
| EQUITIES - CHARLES SCHWAB | $4,990,004 | $4,989,890 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 INCOME TAXES PAID | Desc |
| Amt | $37,643 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $40,846 | $12,254 | $28,592 |
| SERVICE CHARGES | $39 | $39 | $0 |
| UTILITIES | -$253 | -$76 | -$177 |
| MISCELLANEOUS | -$355 | -$355 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $26 | $8 | $18 |
| FOREIGN TAXES | $1,417 | $1,417 | $0 |