BETA

FREE LUNCH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FREE LUNCH FOUNDATION (EIN 06-1482552)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-10
IRS object ID
201713149349101256
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-10T14:44:27-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464122151PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHOFER DILLBERG & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 N MAIN STREET THIRD FLOORAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061482552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FREE LUNCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREEBusinessNameControlTxt
Phone3077391898PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11450AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WALSHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3077391898PhoneNum
Signature2017-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK SCHOFERPreparerPersonNm
PTINP00423537PTIN
Phone5085458405PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.245.59.157IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-10IPDt
IP Tm14:42:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdED74C3CC492C7669DF5238A6B8EA2297914E2AB3AtSubmissionCreationDeviceId
At Submission Filing Device IdB4691C10F3D394B87F34B95931312507CD8FA324AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$489,117FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$60,720ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$623InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$623InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,770DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,585NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,621GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,585CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,400OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,262OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$94,098TotalRevAndExpnssAmt
Total Net Invst Incm$33,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,360AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,360AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$115InterestRevAndExpnssAmt
Interest Net Invst Incm$115InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$379TaxesRevAndExpnssAmt
Taxes Net Invst Incm$379TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$617OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$600OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,454TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,377TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,454TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63ExcessRevenueOverExpensesAmt
Net Investment Income$30,786NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Sav And Temp Cash Invst BOY$147,115SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$134,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$134,363SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$158,490CorporateStockBOYAmt
Corporate Stock EOY$223,177CorporateStockEOYAmt
Corporate Stock EOYFMV$204,078CorporateStockEOYFMVAmt
Other Investments BOY$188,635OtherInvestmentsBOYAmt
Other Investments EOY$137,003OtherInvestmentsEOYAmt
Other Investments EOYFMV$150,676OtherInvestmentsEOYFMVAmt
Total Assets BOY$494,240TotalAssetsBOYAmt
Total Assets EOY$494,543TotalAssetsEOYAmt
Total Assets EOYFMV$489,117TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$494,240RetainedEarningBOYAmt
Retained Earning EOY$494,543RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$494,240TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$494,543TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$494,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$494,543TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$494,240TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63ExcessRevenueOverExpensesAmt
Other Increases$951OtherIncreasesAmt
Subtotal$495,128SubtotalAmt
Other Decreases$585OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$494,543TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHSP$92,934$74,246$18,688$18,688
TARGAP$4,278$13,642-$9,364-$9,364
GOLDMAN SACHSP$95,764$82,148$13,616$13,616
CAPITAL GAINS DIVIDENDSP$645$645$645
FieldValueIRS element (for citing)
Capital Gain Net Income$23,585CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$122,960AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$588,576NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.208911DistributionYr1Rt
Adjusted Qlfy Distri Yr2$82,544AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$682,448NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.120953DistributionYr2Rt
Adjusted Qlfy Distri Yr3$138,815AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$670,876NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.206916DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,330AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$520,306NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.235112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$105,496AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$556,543NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.189556DistributionYr5Rt
Total Distribution0.961448TotalDistributionRt
Average Distribution0.192290AverageDistributionRt
Net Vl Noncharitable Assets$457,636NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$87,999AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$308NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,307AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,707QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$308InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$308SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$308TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$700TotalPaymentsAndCreditsAmt
Overpayment$392OverpaymentAmt
Applied To ES Tax$392AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCHOFER DILLBERG COMPANY INCIndividualWithBooksNm
Phone5085458405PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID WALSH
PO BOX 11450JACKSONWY83002TRUSTEE0.00$0$0$0
JADE WALSH
PO BOX 11450JACKSONWY83002TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FREE LUNCH FOUNDATION MAKES GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY FOCUS IS FURTHERING EDUCATION AND/OR PROTECTING THE ENVIRONMENT.Description1Txt
Expenses1$90,330Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$325,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$139,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$464,605TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$464,605AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,969CashDeemedCharitableAmt
Net Vl Noncharitable Assets$457,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,882MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,882MinimumInvestmentReturnAmt
Tax Based On Investment Income$308TaxBasedOnInvestmentIncomeAmt
Total Tax$308TotalTaxAmt
Distributable Before Adj$22,574DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,574DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,574DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,707ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,707QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$308PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,399AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,574DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,780ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$99,214ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,910ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,886ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$94,103ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$430,893TotalExcessDistributionCyovAmt
Qualifying Distributions$91,707QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,574AppliedToCurrentYearAmt
Remaining Distri From Corpus$69,133RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$500,026TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$78,780ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$421,246ExcessDistriCyovToNextYrAmt
Excess From Year4$99,214ExcessFromYear4Amt
Excess From Year3$107,910ExcessFromYear3Amt
Excess From Year2$50,886ExcessFromYear2Amt
Excess From Year1$94,103ExcessFromYear1Amt
Excess From Current Year$69,133ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID WALSHContributingManagerNm
Contributing ManagerJADE WALSHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BIRD CONSERVANCY
PO BOX 249THE PLAINSVA20198NONEPUBLIC CHARITYGENERAL$20,000
CENTER FOR THE ARTS
265 S CACHE STJACKSONWY83001NONEPUBLIC CHARITYGENERAL$1,000
COMMUNITY ENTRY SERVICES
20 PIONEER LANEJACKSONWY83001NONEPUBLIC CHARITYGENERAL$850
COMMUNITY FOUNDATION OF JACKSON HOLE
255 E SIMPSON STREETJACKSONWY83001NONEPUBLIC CHARITYGENERALGENERAL$15,500
CORNELL UNIVERSITY LAB OF ORNITHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPUBLIC CHARITYGENERAL$2,500
DANCER'S WORKSHOP OF JACKSON HOLE
PO BOX 1500JACKSONWY83001NONEPUBLIC CHARITYGENERAL$2,000
GLOBAL ARTS CORPS
790 RIVERSIDE DRIVE WESTNEW YORKNY10032NONEPUBLIC CHARITYGENERAL$1,000
HARVARD BUSINESS SCHOOL
HARVARD UNIVERSITYCAMBRIDGEMA02138NONEPUBLIC CHARITYGENERAL$1,000
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVDARLINGTONVA22201NONEPUBLIC CHARITYGENERAL$1,000
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPUBLIC CHARITYGENERAL$3,000
MARY KOCH ARTS CENTER
9112 EAST CENTRAL AVEWICHITAKS67206NONEPUBLIC CHARITYGENERAL$1,000
NATIONAL MUSEUM OF WILDLIFE ART
PO BOX 6825JACKSON HOLEWY83002NONEPUBLIC CHARITYGENERAL$3,000
OFF SQUARE THEATRE
240 SOUTH GLENWOOD STREETJACKSONWY83001NONEPUBLIC CHARITYGENERAL$2,400
PARK CITY EDUCATION FOUNDATION
PO BOX 681422PARK CITYUT84068NONEPUBLIC CHARITYGENERAL$10,000
ROCKY MOUNTAIN ELK FOUNDATION
5705 GRANT CREEKMISSOULAMT59807NONEPUBLIC CHARITYGENERAL$300
SEDONA INTERNATIONAL FILM FESTIVAL
PO BOX 162SEDONAAZ86339NONEPUBLIC CHARITYGENERAL$130
SISTERS OF IHM
2300 ADAMS AVESCRANTONPA18509NONEPUBLIC CHARITYGENERAL$500
SLOW FOOD USA INC
PO BOX 1087JACKSONWY83001NONEPUBLIC CHARITYGENERAL$50
TENNESSEE WILLIAMS FESTIVAL
PO BOX 1721PROVINCETOWNMA02657NONEPUBLIC CHARITYGENERAL$6,000
TETON YOUTH AND FAMILY SERVICES
PO BOX 2631JACKSONWY83001NONEPUBLIC CHARITYGENERAL$2,500
UNIVERSITY OF WY FOUNDATION
1000 E UNIVERSITY AVENUELARAMIEWY82071NONEPUBLIC CHARITYGENERAL$10,000
WELLFLEET AUDUBON
291 STATE HIGHWAY ROUTE 6SOUTH WELLFLEETMA02663NONEPUBLIC CHARITYGENERAL$6,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,330TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$623ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,770ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,262ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,585ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ORD INCOME FROM LIMITED PARTNERSHIPS211110-$1,070
FEDERAL TAX REFUND$1,208

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,070UnrelatedBusinessTaxblIncmAmt
Exclusion$33,240ExclusionAmt
Related Or Exempt Function Incm$1,208RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,378TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementFEDERAL TAX REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID WALSHBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11450AddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83002ZIPCd
FieldValueIRS element (for citing)
Total Contributions$60,720TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHARES OF CITIGROUP INCNoncashPropertyDesc
Fair Market Value$60,720FairMarketValueAmt
Received2016-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,720Amt
Net Investment Income$1,360NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,360DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS - US STOCKS$149,205$148,992
GOLDMAN SACHS - NON-US EQUITY$73,972$55,086

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS - US REAL ESTATE SECURITIESAT COST$57,378$54,295
GOLDMAN SACHS - GLOBAL EQUITYAT COST$16,837$3,944
ALLIANCEBERNSTEINAT COST$19,845$28,140
MIDCOAST ENERGY PARTNERSAT COST$28,285$17,625
SUMMIT MIDSTREAM PARTNERSAT COST$10,635$25,150
ENERGY TRANSFER PARTNERSAT COST$4,023$21,522

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS TAXED IN 2016, RECEIVED IN 2017Desc
Amt$585Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MLP EXPENSES$450$433$17
BANK SERVICE CHARGES$167$167$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MLPS$781$781$781
SECTION 1231 GAIN FROM MLPS$85$85$85
CAPITAL GAIN/LOSS FROM MLPS$396$396$396
ORD INCOME FROM LIMITED PARTNERSHIPS-$1,070-$1,070
FEDERAL TAX REFUND$1,208$1,208

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS TAXED IN 2015, RECEIVED IN 2016Desc
Amt$951Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$379Amt
Net Investment Income$379NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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