JWJ FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JWJ FAMILY FOUNDATION (EIN 20-8411928)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-27
- IRS object ID
- 201520869349100602
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-27T09:48:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461491609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELD VINSON & ASSOCIATES CPAS RLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 830011767 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208411928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JWJ FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWJF | BusinessNameControlTxt |
| Phone | 2037836460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7241 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WORTHINGTON JOHNSON JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2037836460 | PhoneNum |
| Signature | 2015-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGENA L FIELD CPA | PreparerPersonNm |
| PTIN | P00115792 | PTIN |
| Phone | 3077338377 | PhoneNum |
| Preparation | 2015-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,888,605 | 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 | $26,991 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,991 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $984,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,720 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,720 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $160,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,880 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,774 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,774 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,936 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,326 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,468 | CashBOYAmt |
| Cash EOY | $15,374 | CashEOYAmt |
| Cash EOYFMV | $15,374 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $452,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $452,062 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $373,792 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $338,428 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $358,756 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,951,794 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,543,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,818,947 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $181,928 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $227,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $243,466 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,556,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,577,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,888,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,556,299 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,577,274 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,556,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,577,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,556,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,577,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,556,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,975 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,577,274 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,577,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,503 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,797 | SubtotalAmt |
| Tax Based On Investment Income | $2,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,940 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,940 | TotalPaymentsAndCreditsAmt |
| Tax Due | $857 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FIELD VINSON CPAS RLLP | IndividualWithBooksNm |
| Phone | 3077338377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WORTHINGTON JOHNSON JR | |||||||||
| PO BOX 30000 | PO BOX 30000 | JACKSON | WY | 83002 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARIA JOHNSON | |||||||||
| PO BOX 30000 | PO BOX 30000 | JACKSON | WY | 83002 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NINA JOHNSON LYNCH | |||||||||
| 1329 BROWNING AVE | 1329 BROWNING AVE | SALT LAKE CITY | UT | 84105 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,535,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,793,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,793,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,751,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,797 | TotalTaxAmt |
| Distributable Before Adj | $134,784 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,784 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,760 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,760 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,868 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,868 | AppliedToYear1Amt |
| Applied To Current Year | $42,892 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $91,892 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANIMAL ADOPTION CENTER | |||||||||
| ANIMAL ADOPTION CENTER | PO BOX 8532 | PO BOX 8532 | JACKSON | WY | 83001 | NONE | CHARITY | SPAYING AND NEUTERING | $3,000 |
| BGCC SCHOLARSHIP FUND | |||||||||
| BOCA GRANDE AREA CHAMBER OF COMMERCE | PO BOX 704 | PO BOX 704 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | SCHOLARSHIPS | $2,000 |
| BOCA GRANDE HEALTH | |||||||||
| BOCA GRANDE HEALTH CLINIC | PO BOX 1072 | PO BOX 1072 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | MEDICAL EQUIPMENT NEEDS | $5,000 |
| CENTER FOR THE ARTS | |||||||||
| CENTER FOR THE ARTS | PO BOX 860 | PO BOX 860 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHAIRTY | PERPETUAL CONTRIBUTION TO CLASS | $1,000 |
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHARITY | JENNIFER W JOHNSON SCHOLARSHIP FUND | $10,000 |
| COLGATE UNIVERSTIY | |||||||||
| COLGATE UNIVERSITY | 13 OAK DRIVE | 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | CHARITY | J W JOHNSON ENDOWED SCHOLARSHIP | $3,000 |
| FAIRFIELD COUNTY DAY | |||||||||
| FAIRFIELD COUNTY DAY SCHOOL | 2970 BRONSON ROAD | 2970 BRONSON ROAD | FAIRFIELD | CT | 06430 | NONE | CHARITY | CONTINUED TECH AS TEACHING TOOL | $2,000 |
| FOUNDATION FIGHTING BLIND | |||||||||
| FOUNDATION FIGHTING BLINDNESS | PO BOX 17279 | PO BOX 17279 | BALTIMORE | MD | 21203 | NONE | CHARITY | RESEARCH FOR TREATING BLINDNESS | $3,000 |
| FRIENDS OF BOCA COMMUNITY CENTER | |||||||||
| FRIENDS OF BOCA COMMUNITY CENTER | PO BOX 1222 | PO BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | OPERATIONS | $1,000 |
| GASPARILLA ISLAND CONSERV | |||||||||
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOC | PO BOX 446 | PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | GENERAL PURPOSES | $1,000 |
| GRAND TETON NATIONAL PARK | |||||||||
| GRAND TETON NATIONAL PARK | PO BOX 249 | PO BOX 249 | MOOSE | WY | 83012 | NONE | CHARITY | YOUTH ENGAGEMENT | $5,000 |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||||
| JACKSON HOLE CONSERVATION ALLIANCE | 685 S CACHE ST | 685 S CACHE ST | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $10,000 |
| JACKSON HOLE LAND TRUST | |||||||||
| JACKSON HOLE LAND TRUST | PO BOX 2897 | PO BOX 2897 | JACKSON | WY | 83001 | NONE | CHARITY | STEWARDSHIP OF LAND CONSERVATION | $10,000 |
| JH HISTORICAL SOCIETY | |||||||||
| JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM | PO BOX 1005 | PO BOX 1005 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $2,000 |
| MIDDLEBURY COLLEGE | |||||||||
| MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | NONE | CHARITY | MAITENANCE OF KOHN FIELD | $6,000 |
| NATIONAL OUTDOOR LEADER | |||||||||
| NATIONAL LEADERSHIP SCHOOL | 284 LINCOLN STREET | 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | CHARITY | WILDERNESS MEDICINE CAMPS | $2,000 |
| NATL MUSEUM OF WILDLIFE A | |||||||||
| NATIONAL MUSEUM OF WILDLIFE ART | PO BOX 6825 | PO BOX 6825 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $1,000 |
| PAWS OF JACKSON HOLE | |||||||||
| PAWS OF JACKSON HOLE | 250 WEST PEARL AVE | 205 WEST PEARL AVE | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $1,000 |
| PUBLIC ART OF JACKSON HOLE | |||||||||
| PUBLIC ART OF JACKSON HOLE | PO BOX 1416 | PO BOX 1416 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $1,000 |
| SENIOR CENTER OF JACKSON HOLE | |||||||||
| SENIOR CENTER OF JACKSON HOLE | PO BOX 4677 | PO BOX 4677 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $3,000 |
| ST JOHN'S MEDICAL CENTER | |||||||||
| ST JOHN'S MEDICAL CENTER FOUNDATION | PO BOX 428 | PO BOX 428 | JACKSON | WY | 83001 | NONE | CHARITY | CRITICAL BLOOD ANALYZER | $5,000 |
| TVRC EDUCATION FOUNDATION | |||||||||
| TVRC EDUCATION FOUNDATION | PO BOX 4915 | PO BOX 4915 | JACKSON | WY | 83001 | NONE | CHARITY | BUILDING ECO-FRIENDLY CABIN | $10,000 |
| UNIVERSITY OF DENVER | |||||||||
| UNIVERSITY OF DENVER | 2190 EAST ASBURY AVENUE | 2190 EAST ASBURY AVENUE | DENVER | CO | 80208 | NONE | CHARITY | LACROSSE SCHOLARSHIP | $10,000 |
| US FIGURE SKATING | |||||||||
| US FIGURE SKATING ASSOCIATION | 20 FIRST STREET | 20 FIRST STREET | COLORADO SPRINGS | CO | 80906 | NONE | CHARITY | PERPETUAL GIFT - FRANCES C JOHNSON | $1,000 |
| WAKEMAN BOYS & GIRLS CLUB | |||||||||
| WAKEMAN BOYS & GIRLS CLUB | PO BOX 118 | PO BOX 118 | SOUTHPORT | CT | 06890 | NONE | CHARITY | REPAIRS FOR WAKEMAN CLUB HOUSE | $2,000 |
| WILSON FIRE DEPTARTMENT | |||||||||
| WILSON FIRE DEPARTMENT | PO BOX 31 | PO BOX 31 | WILSON | WY | 83014 | NONE | CHARITY | CAPITAL EQUIPMENT NEEDS | $1,000 |
| WOMEN FOR WOMEN INTERNAT | |||||||||
| WOMEN FOR WOMEN INTERNATIONAL GLOBAL SUPPORT CENT | PO BOX 9224 | PO BOX 9224 | CENTRAL ISLIP | NY | 11722 | NONE | CHARITY | ASSIST REFUGEE WOMEN | $4,000 |
| WORTHY AND FRAN JOHNSON | |||||||||
| WORTHY AND FRAN JOHNSON SCHOLARSHIP TRUST INC | 2537 POST ROAD STE 101 | 2537 POST ROAD STE 101 | SOUTHPORT | CT | 06890 | NONE | CHARITY | SCHOLARSHIPS FOR CADDIES | $500 |
| WOUNDED WARRIOR PROJECT | |||||||||
| WOUNDED WORRIOR PROJECT | PO BOX 758517 | PO BOX 758517 | TOPEKA | KS | 66675 | NONE | CHARITY | REHABILITATION FOR WOUNDED TROOPS | $4,000 |
| WYOMING PBS | |||||||||
| WYOMING PBS | 2660 PECK AVE | 2660 PECK AVE | RIVERTON | WY | 82501 | NONE | CHARITY | CHANNEL PROGRAM | $1,000 |
| ST JUDE CHILDRENS HOSPITAL | |||||||||
| ST JUDE CHILDRENS HOSPITAL | 501 ST JUDE PLACE | 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | OPERATIONS | $10,000 |
| ST JOHNS EPISCOPAL CHURCH | |||||||||
| ST JOHNS EPISCOPAL CHURCH | PO BOX 1690 | PO BOX 1690 | JACKSON | WY | 83001 | NONE | CHARITY | FOODBANK | $3,000 |
| OUR LADY OF THE MTNS CHURCH | |||||||||
| OUR LADY OF THE MTNS CHURCH | 201 S JACKSON | 201 S JACKSON | JACKSON | WY | 83001 | NONE | CHARITY | CONCERT | $1,000 |
| ENERGY CONSERVATION WORKS | |||||||||
| ENERGY CONSERVATION WORKS | PO BOX 1727 | PO BOX 1727 | JACKSON | WY | 83001 | NONE | CHARITY | CONSERVATION | $1,000 |
| BOCA GRANDE CHAMBER OF COMMERCE | |||||||||
| BOCA GRANDE CHAMBER OF COMMERCE | 480 E RAILROAD AVE | 480 E RAILROAD AVE | BOCA GRANDE | FL | 33921 | NONE | CHARITY | OPERATIONS | $260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,991 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,666 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,720 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,394 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $160,771 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,771 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIELD & MCCLURE CPAS, RLLP | CategoryTxt |
| Amt | $2,774 | Amt |
| Net Investment Income | $2,774 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | 2013-12 | PURCHASE | 2014-09 | $10,121 | $10,139 | -$18 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 2013-12 | PURCHASE | 2014-12 | $10,126 | $10,139 | -$13 |
| KINDER MORGAN INC | 2014-12 | PURCHASE | 2014-12 | $166,666 | $184,914 | -$18,248 |
| KINDER MORGAN INC | 2014-12 | PURCHASE | 2014-12 | $197,027 | $218,599 | -$21,572 |
| STARWOOD WAYPOINT RES TRUST | 2014-02 | PURCHASE | 2014-12 | $51,940 | $57,400 | -$5,460 |
| ISHARES 7-10 YEAR | 2013-06 | PURCHASE | 2014-12 | $24,357 | $23,844 | $513 |
| SEADRILL LTD | 2012-12 | PURCHASE | 2014-12 | $40,424 | $136,178 | -$95,754 |
| EL PASO PIPELINE PARTNER LP | 2011-07 | PURCHASE | 2014-12 | $177,616 | $147,450 | $30,166 |
| EL PASO PIPELINE PARTNER LP | 2011-11 | PURCHASE | 2014-12 | $44,404 | $33,346 | $11,058 |
| KINDER MORGAN ENERGY PARTNERS | 2011-07 | PURCHASE | 2014-12 | $204,030 | $146,253 | $57,777 |
| KINDER MORGAN INC CASH-IN-LIEU | 2014-12 | PURCHASE | 2014-12 | $45 | $45 | |
| EL PASO PIPELINE GAIN ADJUSTMENT | 2011-07 | PURCHASE | 2014-11 | $36,439 | $36,439 | |
| KINDER MORGAN GAIN ADJUSTMENT | 2011-07 | PURCHASE | 2014-12 | $16,958 | $16,958 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40,000 VERIZON COMMUNICATIONS | $39,407 | $46,350 |
| 1,600 GOLDMAN SACHS GROUP INC | $40,000 | $41,376 |
| 50,000 APPLE INC | $46,885 | $48,600 |
| 5,000 VERIZON COMMUNICATIONS 2019 | $5,531 | $5,794 |
| 10,000 VERIZON COMMUNICATIONS 2019 | $11,108 | $11,588 |
| 10,000 VERIZON COMMUNICATIONS 2019 | $11,340 | $11,588 |
| 15,000 MORGAN STANLEY 2016 | $15,428 | $16,106 |
| 2,400 GOLDMAN SACHS GROUP INC 2060 | $58,248 | $62,064 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 BRISTOL-MYERS SQUIBB CO | $157,178 | $295,150 |
| 4,000 EL PASO PIPELINE PARTNER LP | ||
| 1,000 EL PASO PIPELINE PARTNER LP | ||
| 3,100 HEALTH CARE REIT INC | $139,595 | $234,577 |
| 6,295 PFIZER INC | $113,940 | $196,089 |
| 2,000 KINDER MORGAN ENERGY PARTNERS | ||
| 2,170 ISHARE BARCLAYS 20 + YR TREAS | $254,807 | $273,246 |
| 15,000 BLACKROCK KELSO CAP CORP | $145,935 | $123,000 |
| 3,675 SEADRILL LTD | ||
| 15,000 BLACKROCK KELSO CAP CORP | $147,944 | $123,000 |
| 1,525 UNITED TECHNOLOGIES CORP | $98,469 | $93,528 |
| 3,845 GENERAL ELECTRIC | $105,545 | $97,163 |
| 10,000 STARWOOD PPTY TR INC | $279,338 | $232,400 |
| 1,984 ZOETIS INC | $36,280 | $85,372 |
| ISHARES 7-10 TREASURY | $44,577 | $45,576 |
| ISHARES 1-3 TREASURY | $19,855 | $19,846 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $338,428 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $358,756 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| KINDER MORGAN ENERGY PARTNERS | $114 | $114 |
| KINDER MORGAN ENERGY PARTNERS | $1,212 | $1,212 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EL PASO PIPELINE PARTNERS | -$4,157 | -$4,157 |
| EL PASO SECTION 1231 | -$204 | -$204 |
| EL PASO GAIN ON DISPOSITION | $23,614 | $23,614 |
| KINDER MORGAN ENERGY PARTNERS | $2,268 | $2,268 |
| KINDER MORGAN SECTION 1231 | -$225 | -$225 |
| KINDER MORGAN GAIN ON DISPOS. | $82,578 | $82,578 |
| ACC PSHIP INC ADJUSTMENTS | -$72,295 | -$72,295 |
| KINDER MORGAN ENERGY PARTNERS | $141 | $141 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAWRENCE CAP-INVEST ADMIN FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $1,936 | Amt |
| Net Investment Income | $1,936 | NetInvestmentIncomeAmt |
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