JWJ FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JWJ FAMILY FOUNDATION (EIN 20-8411928)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-03
- IRS object ID
- 201400939349100700
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-03T09:48:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELD & MCCLURE CPAS RLLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 830011767 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WORTHINGTON JOHNSON JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2037836460 | PhoneNum |
| Signature | 2014-03-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGENA L FIELD CPA | PreparerPersonNm |
| PTIN | P00115792 | PTIN |
| Phone | 3077338377 | PhoneNum |
| Preparation | 2014-03-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,698,438 | 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 | $17,961 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,961 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$261,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $718,435 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $399 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $399 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$133,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,671 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,267 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,267 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,208 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,489 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$316,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,824 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,443 | CashBOYAmt |
| Cash EOY | $7,468 | CashEOYAmt |
| Cash EOYFMV | $7,468 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,361 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,317 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $329,496 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $373,792 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $291,737 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,043,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,951,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,167,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $443,897 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $181,928 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $190,584 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,826,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,556,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,698,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,826,493 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,556,299 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,826,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,826,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,556,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,826,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$316,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,140 | OtherIncreasesAmt |
| Subtotal | $2,556,459 | SubtotalAmt |
| Other Decreases | $160 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,299 | TotNetAstOrFundBalancesEOYAmt |
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 | $1,936 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,936 | SubtotalAmt |
| Tax Based On Investment Income | $1,936 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,070 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,070 | TotalPaymentsAndCreditsAmt |
| Overpayment | $134 | OverpaymentAmt |
| Applied To ES Tax | $134 | AppliedToESTaxAmt |
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 MCCLURE CPAS RLLP | IndividualWithBooksNm |
| Phone | 3077338377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1767 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
| 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,728,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,757,442 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,757,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,716,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,936 | TotalTaxAmt |
| Distributable Before Adj | $133,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,767 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $151,767 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $151,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,767 | UndistributedIncomePYAmt |
| Qualifying Distributions | $151,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,767 | AppliedToYear1Amt |
| Applied To Current Year | $46,000 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $87,868 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $6,000 |
| FAIRFIELD COUNTY DAY | |||||||||
| FAIRFIELD COUNTY DAY SCHOOL | 2970 BRONSON ROAD | 2970 BRONSON ROAD | FAIRFIELD | CT | 06430 | NONE | CHARITY | CONTINUED TECH AS TEACHING TOOL | $4,000 |
| 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 | $2,000 |
| GASPARILLA ISLAND CONSERV | |||||||||
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOC | PO BOX 446 | PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | GENERAL PURPOSES | $2,000 |
| 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 | $3,000 |
| MIDDLEBURY COLLEGE | |||||||||
| MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | 5370 MIDDLEBURY COLLEGE | MIDDLEBURY | VT | 05753 | NONE | CHARITY | MAITENANCE OF KOHN FIELD | $6,000 |
| MOWGLIS SCHOOL OF THE | |||||||||
| MOWGLIS SCHOOL OF THE OPEN | PO BOX 9 | PO BOX 9 | HEBRON | NH | 03241 | NONE | CHARITY | SCHOLARSHIP FUND | $4,000 |
| NATIONAL OUTDOOR LEADER | |||||||||
| NATIONAL LEADERSHIP SCHOOL | 284 LINCOLN STREET | 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | CHARITY | WILDERNESS MEDICINE CAMPS | $5,000 |
| NATL MUSEUM OF WILDLIFE A | |||||||||
| NATIONAL MUSEUM OF WILDLIFE ART | PO BOX 6825 | PO BOX 6825 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $3,000 |
| 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 |
| STRATTON MOUNTAIN SCHOOL | |||||||||
| STRATTON MOUNTAIN SCHOOL - PATTI KALTSAS FUND | WORLD CUP CIRCLE | WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | CHARITY | SCHOLARSHIPS | $4,000 |
| TVRC EDUCATION FOUNDATION | |||||||||
| TVRC EDUCATION FOUNDATION | PO BOX 4915 | PO BOX 4915 | JACKSON | WY | 83001 | NONE | CHARITY | BUILDING ECO-FRIENDLY CABIN | $11,000 |
| 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 | $5,000 |
| 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 | $1,000 |
| 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 | $2,500 |
| COMMUNITY FOUNDATION OF JH | |||||||||
| COMMUNITY FOUNDATION OF JH | PO BOX 574 | PO BOX 574 | JACKSON | WY | 83001 | NONE | CHARITY | COMMUNITY | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,500 | 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 | $17,961 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,311 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $399 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$261,231 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$133,560 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$133,560 | 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 | $3,267 | Amt |
| Disbursements Charitable Prps | $3,267 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| WORTHINGTON JOHNSON JR |
| MARIA JOHNSON |
| NINA JOHNSON LYNCH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 100,000 ALLY FINCL INC | 2011-08 | PURCHASE | 2013-08 | $100,839 | $100,255 | $584 |
| 100,000 ALLY FINCL INC | 2011-08 | PURCHASE | 2013-08 | $100,839 | $96,000 | $4,839 |
| 65,000 NM BENL MOTORS ACCEPT CO | 2012-05 | PURCHASE | 2013-08 | $65,000 | $64,578 | $422 |
| 10,00 ALLY FINCL INC | 2010-12 | PURCHASE | 2013-08 | $114,272 | $179,199 | -$64,927 |
| 1,500 ALLY FINCL INC | 2011-03 | PURCHASE | 2013-08 | $17,141 | $26,913 | -$9,772 |
| 300 ALLY FINCL INC | 2011-03 | PURCHASE | 2013-08 | $3,428 | $5,358 | -$1,930 |
| 2,250 ALLY FINCL INC | 2011-03 | PURCHASE | 2013-08 | $25,711 | $40,343 | -$14,632 |
| 15,000 ALLY FINCL INC | 2011-06 | PURCHASE | 2013-08 | $171,408 | $281,858 | -$110,450 |
| 1,050 ALLY FINCL INC | 2011-12 | PURCHASE | 2013-08 | $11,999 | $17,882 | -$5,883 |
| 4,800 AMERICAN CAP AGY CORP | 2012-08 | PURCHASE | 2013-08 | $107,798 | $167,280 | -$59,482 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40,000 VERIZON COMMUNICATIONS | $39,407 | $47,016 |
| 1,600 GOLDMAN SACHS GROUP INC | $40,000 | $38,976 |
| 100,000 ALLY FINANCIAL INC 2014 | ||
| 100,000 ALLY FINANCIAL INC 2014 | ||
| 5,000 VERIZON COMMUNICATIONS 2019 | $5,644 | $5,877 |
| 10,000 VERIZON COMMUNICATIONS 2019 | $11,346 | $11,754 |
| 10,000 VERIZON COMMUNICATIONS 2019 | $11,632 | $11,754 |
| 15,000 MORGAN STANLEY 2016 | $15,651 | $16,743 |
| 2,400 GOLDMAN SACHS GROUP INC 2060 | $58,248 | $58,464 |
| 65,000 NM GENL MOTORS ACCEPT CO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 ANNALY CAP MGMT INC | ||
| 1,500 ANNALY CAP MGMT INC | ||
| 300 ANNALY CAP MGMT INC | ||
| 2,250 ANNALY CAP MGMT INC | ||
| 15,000 ANNALY CAP MGMT INC | ||
| 1,050 ANNALY CAP MGMT INC | ||
| 5,000 BRISTOL-MYERS SQUIBB CO | $157,178 | $265,750 |
| 4,000 EL PASO PIPELINE PARTNER LP | $147,450 | $144,000 |
| 1,000 EL PASO PIPELINE PARTNER LP | $33,346 | $36,000 |
| 3,100 HEALTH CARE REIT INC | $143,990 | $166,067 |
| 6,295 PFIZER INC | $113,940 | $192,816 |
| 2,000 KINDER MORGAN ENERGY PARTNERS | $146,253 | $161,320 |
| 2,170 ISHARE BARCLAYS 20 + YR TREAS | $254,807 | $221,036 |
| 4,800 AMERICAN CAP AGY CORP | ||
| 15,000 BLACKROCK KELSO CAP CORP | $150,885 | $139,950 |
| 3,675 SEADRILL LTD | $136,178 | $150,969 |
| 15,000 BLACKROCK KELSO CAP CORP | $147,944 | $139,950 |
| 1,525 UNITED TECHNOLOGIES CORP | $98,622 | $99,842 |
| 3,845 GENERAL ELECTRIC | $105,545 | $107,775 |
| 10,000 STARWOOD PPTY TR INC | $279,376 | $277,000 |
| 1,984 ZOETIS INC | $36,280 | $64,857 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $373,792 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $291,737 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME ADJUSTMENT | Description |
| Amount | $160 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| KINDER MORGAN ENERGY PARTNERS | $20,105 | $20,105 |
| EL PASO PIPELINE PARTNERS LP | $6,384 | $6,384 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EL PASO PIPELINE PARTNERS | $267 | $267 |
| KINDER MORGAN ENERGY PARTNERS | $132 | $132 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP ADJUSTMENTS | Description |
| Amount | $46,140 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAWRENCE CAP-INVEST ADMIN FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $1,208 | Amt |
| Net Investment Income | $1,208 | NetInvestmentIncomeAmt |
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