LIGHTNER SAMS FOUNDATION OF WYOMING INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTNER SAMS FOUNDATION OF WYOMING INC (EIN 83-0309453)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-02-18
- IRS object ID
- 201630499349100003
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-18T13:47:21-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-02-08 | 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 | 2016-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,939,990 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,534 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,250 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,250 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,250 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $21,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,233 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,054 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $916 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,138 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $6 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,457 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,926 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,127 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,238 | CashBOYAmt |
| Cash EOY | $3,906 | CashEOYAmt |
| Cash EOYFMV | $3,906 | 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 | $9,983 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,383,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,412,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,176,110 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,731,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,731,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,731,924 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,408 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,144,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,176,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,939,990 | 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 | $4,144,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,176,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,144,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,144,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,176,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,144,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,189,499 | SubtotalAmt |
| Other Decreases | $12,973 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BHP BILLITON LTD - ADR | P | 2015-03-25 | $8,441 | $12,030 | -$3,589 | -$3,589 |
| MAINTSTAY CONVERTIBLE FD CL 1 | P | 2015-06-08 | $8,027 | $8,403 | -$376 | -$376 |
| CELANESE CORP | P | 2015-07-24 | $15,348 | $13,043 | $2,305 | $2,305 |
| COLGATE PALMOLIVE CO | P | 2015-08-10 | $19,105 | $17,786 | $1,319 | $1,319 |
| GENERAL MILLS INC | P | 2015-08-04 | $11,244 | $9,990 | $1,254 | $1,254 |
| GILEAD SCIENCES INC | P | 2015-08-07 | $29,118 | $18,008 | $11,110 | $11,110 |
| STRYKER CORP | P | 2015-09-03 | $19,402 | $16,045 | $3,357 | $3,357 |
| UNITED HEALTH GROUP INC | P | 2015-09-23 | $22,503 | $14,988 | $7,515 | $7,515 |
| BAXALTA INC | P | 2015-10-20 | $5,499 | $5,835 | -$336 | -$336 |
| BAXTER INTERNATIONAL INC | P | 2015-10-20 | $5,864 | $7,190 | -$1,326 | -$1,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,233 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,371 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,130,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,559 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,933,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,808,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,089,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $310,078 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,097,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075672 | DistributionYr5Rt |
| Total Distribution | 0.207984 | TotalDistributionRt |
| Average Distribution | 0.041597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,068,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $873 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,627 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $11,254 | OverpaymentAmt |
| Applied To ES Tax | $11,254 | 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 | 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 | SAM 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 |
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 | $3,000 | $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 | $2,303,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,734,589 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,130,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,130,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,068,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,745 | TotalTaxAmt |
| Distributable Before Adj | $201,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,627 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,408 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $148,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $148,582 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $148,582 | 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 | $10,486 | 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 | SAM 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL KENTUCKY RIDING FOR HOPE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4185 WALT ROBERTSON ROAD | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | GENERAL CHARITABLE SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $3,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,534 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,250 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,024 | 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 | $3,054 | Amt |
| Net Investment Income | $916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,138 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,412,646 | EOYBookValueAmt |
| EOYFMV | $2,176,110 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, JEFFERSON COUNTY, CO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,731,924 | BookValueAmt |
| EOYFMV | $1,731,924 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2014 INCOME TAXES PAID | Desc |
| Amt | $12,973 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $24,262 | $7,279 | $16,983 |
| UTILITIES | -$111 | -$33 | -$78 |
| SERVICE CHARGES | $30 | $9 | $21 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES & LICENSES | CategoryTxt |
| Amt | $10,653 | Amt |
| Net Investment Income | $3,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,457 | DisbursementsCharitablePrpsAmt |