JWJ FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JWJ FAMILY FOUNDATION (EIN 20-8411928)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201311289349100756
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-08T14:06:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELD & MCCLURE CPAS RLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208411928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JWJ FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JWJF | NameControl |
| Phone | 2037836460 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WORTHINGTON JOHNSON JR | Name |
| Title | TREASURER | Title |
| Phone | 2037836460 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REGENA L FIELD CPA | Name |
| Phone | 3077338377 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2816444 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 143826 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 143826 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6194 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 509197 | GrossSalesPrice |
| Other Income Rev And Expnss | 65 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 65 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 150085 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143891 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3235 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3235 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3165 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3165 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3972 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3972 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 33372 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 33369 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 43744 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40506 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3238 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 151500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 151500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 195244 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40506 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 154738 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45159 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 103385 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14599 | CashBOY |
| Cash EOY | 2443 | CashEOY |
| Cash EOYFMV | 2443 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 793 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7361 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7361 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 556937 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 329496 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 316938 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1588952 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2043296 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2015962 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 649357 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 443897 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 473740 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2810638 | TotalAssetsBOY |
| Total Assets EOY | 2826493 | TotalAssetsEOY |
| Total Assets EOYFMV | 2816444 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2810638 | UnrestrictedBOY |
| Unrestricted EOY | 2826493 | UnrestrictedEOY |
| Total Net Assets BOY | 2810638 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2826493 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2810638 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2826493 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2810638 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45159 | ExcessOfRevenueOverExpenses |
| Other Increases | 83409 | OtherIncreases |
| Subtotal | 2848888 | Subtotal |
| Other Decreases | 22395 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2826493 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2068 | InvestmentIncomeExciseTax |
| Subtotal | 2068 | Subtotal |
| Tax Based On Investment Income | 2068 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2930 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2930 | TotalCreditsAndPayments |
| Overpayment | 862 | Overpayment |
| Amount Credited To Next Year | 862 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FIELD MCCLURE CPAS RLLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3077338377 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2800237 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12598 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2812835 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2812835 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42193 | CashDeemedCharitable |
| Net Noncharitable Assets | 2770642 | NetNoncharitableAssets |
| Minimum Investment Return | 138532 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 138532 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2068 | TaxBasedOnInvestmentIncome |
| Total Tax | 2068 | TotalTax |
| Distributable Amount Before Adj | 136464 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 136464 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 136464 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 154738 | ExpensesAndContributions |
| Qualifying Distributions | 154738 | QualifyingDistributions |
| Adj Qualifying Distributions | 154738 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 136464 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 124041 | UndistributedIncomePriorYear |
| Qualifying Distributions | 154738 | QualifyingDistributions |
| Applied To Year1 | 124041 | AppliedToYear1 |
| Applied To Current Year | 30697 | AppliedToCurrentYear |
| Undistributed Income CY | 105767 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| ANIMAL ADOPTION CENTER | |||||||||
| ANIMAL ADOPTION CENTER | PO BOX 8532 | PO BOX 8532 | JACKSON | WY | 83001 | NONE | CHARITY | SPAYING AND NEUTERING | $3,500 |
| BGCC SCHOLARSHIP FUND | |||||||||
| BOCA GRANDE AREA CHAMBER OF COMMERCE | PO BOX 704 | PO BOX 704 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | SCHOLARSHIPS | $3,000 |
| BOCA GRANDE HEALTH | |||||||||
| BOCA GRANDE HEALTH CLINIC | PO BOX 1072 | PO BOX 1072 | BOCA GRANDE | FL | 33921 | NONE | CHARITY | MEDICAL EQUIPMENT NEEDS | $4,000 |
| CENTER FOR THE ARTS | |||||||||
| CENTER FOR THE ARTS | PO BOX 860 | PO BOX 860 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,000 |
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHAIRTY | PERPETUAL CONTRIBUTION TO CLASS | $10,000 |
| CHOATE ROSEMARY HALL | |||||||||
| CHOATE ROSEMARY HALL | 333 CHRISTIAN STREET | 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | CHARITY | JENNIFER W JOHNSON SCHOLARSHIP FUND | $1,000 |
| COLGATE UNIVERSTIY | |||||||||
| COLGATE UNIVERSITY | 13 OAK DRIVE | 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | CHARITY | J W JOHNSON ENDOWED SCHOLARSHIP | $2,000 |
| EPISCOPAL CHURCH OF JH | |||||||||
| EPISCOPAL CHURCH OF JACKSON HOLE | PO BOX 1690 | PO BOX 1690 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,000 |
| EPISCOPAL CHURCH OF JH | |||||||||
| EPISCOPAL CHURCH OF JACKSON HOLE | PO BOX 1690 | PO BOX 1690 | JACKSON | WY | 83001 | NONE | CHARITY | FOOD BANK | $10,000 |
| 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 | $1,000 |
| GRAND TETON NATIONAL PARK | |||||||||
| GRAND TETON NATIONAL PARK | PO BOX 249 | PO BOX 249 | MOOSE | WY | 83012 | NONE | CHARITY | YOUTH ENGAGEMENT | $4,000 |
| JACKSON HOLE CONSERVATION ALLIANCE | |||||||||
| JACKSON HOLE CONSERVATION ALLIANCE | 685 S CACHE ST | 685 S CACHE ST | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| JACKSON HOLE LAND TRUST | |||||||||
| JACKSON HOLE LAND TRUST | PO BOX 2897 | PO BOX 2897 | JACKSON | WY | 83001 | NONE | CHARITY | STEWARDSHIP OF LAND CONSERVATION | $8,000 |
| 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 | $5,000 |
| 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 | $4,000 |
| NATL MUSEUM OF WILDLIFE A | |||||||||
| NATIONAL MUSEUM OF WILDLIFE ART | PO BOX 6825 | PO BOX 6825 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,000 |
| PAWS OF JACKSON HOLE | |||||||||
| PAWS OF JACKSON HOLE | 250 WEST PEARL AVE | 205 WEST PEARL AVE | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $500 |
| 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 JH | |||||||||
| SENIOR CENTER OF JACKSON HOLE | PO BOX 4677 | PO BOX 4677 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $4,000 |
| 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 | $6,000 |
| ST JUDE CHILDREN'S RESEAR | |||||||||
| ST JUDE CHILDERN'S RESEARCH HOSPITAL | 262 DANNY THOMAS PLACE | 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | OPERATIONS | $4,000 |
| STRATTON MOUNTAIN SCHOOL | |||||||||
| STRATTON MOUNTAIN SCHOOL - PATTI KALTSAS FUND | WORLD CUP CIRCLE | WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | CHARITY | SCHOLARSHIPS | $8,000 |
| TVRC EDUCATION FOUNDATION | |||||||||
| TVRC EDUCATION FOUNDATION | PO BOX 4915 | PO BOX 4915 | JACKSON | WY | 83001 | NONE | CHARITY | BUILDING ECO-FRIENDLY CABIN | $4,000 |
| TVRC EDUCATION FOUNDATION | |||||||||
| TVRC EDUCATION FOUNDATION | PO BOX 4915 | PO BOX 4915 | JACKSON | WY | 83001 | NONE | CHARITY | OPERATIONS | $5,000 |
| UNIVERSITY OF DENVER | |||||||||
| UNIVERSITY OF DENVER | 2190 EAST ASBURY AVENUE | 2190 EAST ASBURY AVENUE | DENVER | CO | 80208 | NONE | CHARITY | LACROSSE SCHOLARSHIP | $10,000 |
| UNIVERSITY OF DENVER | |||||||||
| UNIVERSITY OF DENVER | 2190 EAST ASBURY AVENUE | 2190 EAST ASBURY AVENUE | DENVER | CO | 80208 | NONE | CHARITY | LACROSSE SCHOLARSHIP | $5,000 |
| 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 | $4,000 |
| WILSON FIRE DEPTARTMENT | |||||||||
| WILSON FIRE DEPARTMENT | PO BOX 31 | PO BOX 31 | WILSON | WY | 83014 | NONE | CHARITY | CAPITAL EQUIPMENT NEEDS | $500 |
| 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 | $3,000 |
| 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 | $3,000 |
| WYOMING PBS | |||||||||
| WYOMING PBS | 2660 PECK AVE | 2660 PECK AVE | RIVERTON | WY | 82501 | NONE | CHARITY | CHANNEL PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 151500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 143826 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 65 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6194 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 150085 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 150085 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIELD & MCCLURE CPAS, RLLP | Category |
| Amount | $3,235 | Amount |
| Disbursements Charitable Prps | 3235 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| WORTHINGTON JOHNSON JR |
| MARIA JOHNSON |
| NINA JOHNSON LYNCH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (9 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 50,000 US TSY 2.75% | 2011-08 | PURCHASE | 2012-06 | 55715 | 52274 | 3441 |
| 55,000 US TSY 1.875% | 2011-08 | PURCHASE | 2012-06 | 56613 | 56489 | 124 |
| 35,000 US TSY 2.625% | 2011-08 | PURCHASE | 2012-06 | 37829 | 37101 | 728 |
| 35,000 US TSY 2.375% | 2011-08 | PURCHASE | 2012-06 | 37445 | 36785 | 660 |
| 50,000 US TSY 1.875% | 2011-08 | PURCHASE | 2012-06 | 51432 | 51444 | -12 |
| 20,000 HERSHEY FOODS COR 6.95% | 2000-06 | PURCHASE | 2012-08 | 20000 | 20000 | |
| 50,000 FNMA | 1950-01 | PURCHASE | 2012-09 | 3 | 3 | |
| 250,000 MORGAN STANLEY CLD | 2010-08 | PURCHASE | 2012-11 | 250000 | 248750 | 1250 |
| GNM AND FNMA RETURN OF PRINC | 1950-01 | PURCHASE | 2012-12 | 160 | 160 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (12 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 20,000 HERSHEY FOODS CORP | ||
| 40,000 VERIZON COMMUNICATIONS | 39407 | 50551 |
| 250,000 MORGAN STANLEY SER MTN | ||
| 1,600 GOLDMAN SACHS GROUP INC | 40000 | 41792 |
| 100,000 ALLY FINANCIAL INC 2014 | 100553 | 102875 |
| 100,000 ALLY FINANCIAL INC 2014 | 96000 | 102875 |
| 5,000 VERIZON COMMUNICATIONS 2019 | 5754 | 6319 |
| 10,000 VERIZON COMMUNICATIONS 2019 | 11576 | 12638 |
| 10,000 VERIZON COMMUNICATIONS 2019 | 11915 | 12638 |
| 15,000 MORGAN STANLEY 2016 | 15866 | 16629 |
| 2,400 GOLDMAN SACHS GROUP INC 2060 | 58248 | 62688 |
| 65,000 NM GENL MOTORS ACCEPT CO | 64578 | 64735 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10,000 ANNALY CAP MGMT INC | 179199 | 140400 |
| 1,500 ANNALY CAP MGMT INC | 26913 | 21060 |
| 300 ANNALY CAP MGMT INC | 5358 | 4212 |
| 2,250 ANNALY CAP MGMT INC | 40343 | 31590 |
| 15,000 ANNALY CAP MGMT INC | 281858 | 210600 |
| 1,050 ANNALY CAP MGMT INC | 17882 | 14742 |
| 5,000 BRISTOL-MYERS SQUIBB CO | 157178 | 162950 |
| 4,000 EL PASO PIPELINE PARTNER LP | 147450 | 147880 |
| 1,000 EL PASO PIPELINE PARTNER LP | 33346 | 36970 |
| 3,100 HEALTH CARE REIT INC | 148136 | 189999 |
| 8,300 PFIZER INC | 150230 | 208158 |
| 2,000 KINDER MORGAN ENERGY PARTNERS | 146253 | 159580 |
| 2,170 ISHARE BARCLAYS 20 + YR TREAS | 254807 | 262961 |
| 4,800 AMERICAN CAP AGY CORP | 167280 | 138720 |
| 15,000 BLACKROCK KELSO CAP CORP | 150885 | 150900 |
| 3,675 SEADRILL LTD | 136178 | 135240 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 329496 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 316938 | USGovtSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME ADJUSTMENT | Description |
| Amount | $22,395 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| CORP SERVICE COMPANY-FILING F | 3 | 3 | |
| KINDER MORGAN ENERGY PARTNERS | 29327 | 29327 | |
| EL PASO PIPELINE PARTNERS LP | 4042 | 4042 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 65 | RevenueAndExpensesPerBooks |
| Net Investment Income | 65 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP ADJUSTMENTS | Description |
| Amount | $83,409 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAWRENCE CAP-INVEST ADMIN FEES | Category |
| Amount | $3,165 | Amount |
| Net Investment Income | 3165 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVESTMENT INCOME | Category |
| Amount | $3,972 | Amount |
| Net Investment Income | 3972 | NetInvestmentIncome |
Comments