FREE LUNCH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FREE LUNCH FOUNDATION (EIN 06-1482552)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-05
- IRS object ID
- 201342179349100404
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-05T09:55:25-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 | 061482552 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREE LUNCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FREE | NameControl |
| Phone | 3077391898 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11450 950 UPPER CACHE CREEK | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID WALSH | Name |
| Title | PRESIDENT | Title |
| Phone | 3077391898 | Phone |
| Date Signed | 2013-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK C SCHOFER | Name |
| PTIN | P00423537 | PTIN |
| Phone | 7815478800 | Phone |
| Date Prepared | 2013-08-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 607633 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150170 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 169 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 169 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15185 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15185 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 42281 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 316382 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 131386 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -3923 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 203882 | TotalRevenueAndExpenses |
| Total Net Investment Income | 146740 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3 | InterestRevAndExpnss |
| Interest Net Invst Incm | 3 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3458 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 629 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 302 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7090 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1805 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 120830 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 120830 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 127920 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1805 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 122330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 75962 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 144935 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7090 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 112162 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 112162 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 338258 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 289264 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 339865 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 120391 | InvestmentsOtherBOY |
| Investments Other EOY | 140515 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 155606 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 465739 | TotalAssetsBOY |
| Total Assets EOY | 541941 | TotalAssetsEOY |
| Total Assets EOYFMV | 607633 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 465739 | RetainedEarningsBOY |
| Retained Earnings EOY | 541941 | RetainedEarningsEOY |
| Total Net Assets BOY | 465739 | TotalNetAssetsBOY |
| Total Net Assets EOY | 541941 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 465739 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 541941 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 465739 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 75962 | ExcessOfRevenueOverExpenses |
| Other Increases | 1140 | OtherIncreases |
| Subtotal | 542841 | Subtotal |
| Other Decreases | 900 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 541941 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | P | 2012-01-01 | 2012-12-31 | 54539 | 56279 | -1740 | -1740 |
| GOLDMAN SACHS | P | 2011-12-31 | 2012-12-31 | 261403 | 129162 | 132241 | 132241 |
| ALLIANCEBERNSTEIN HOLDING LP | 2012-01-01 | 2012-12-31 | 118 | 118 | |||
| ALLIANCEBERNSTEIN HOLDING LP | 2011-12-31 | 2012-12-31 | 327 | 327 | |||
| CAPITAL GAINS DIVIDENDS | P | 440 | 440 | 440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 131386 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 105496 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 556543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.189556 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 220810 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 586624 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.376408 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 146878 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 482438 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.304449 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 101759 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 678021 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.150082 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 133561 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 864541 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.154488 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.174983 | TotalDistributionRatio |
| Average Distribution Ratio | 0.234997 | AverageDistributionRatio |
| Net Noncharitable Assets | 520306 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 122270 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1449 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 123719 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 122330 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2899 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2899 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2899 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Tax Due | 1699 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KAHN LITWIN RENZA CO LTD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7815478800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID WALSH | ||||||||
| PO BOX 11450 | JACKSON | WY | 83002 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JADE WALSH | ||||||||
| PO BOX 11450 | JACKSON | WY | 83002 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FREE LUNCH FOUNDATION MAKES GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY FOCUS IS FURTHERING EDUCATION AND/OR PROTECTING THE ENVIRONMENT. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 484486 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43743 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 528229 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 528229 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7923 | CashDeemedCharitable |
| Net Noncharitable Assets | 520306 | NetNoncharitableAssets |
| Minimum Investment Return | 26015 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26015 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2899 | TaxBasedOnInvestmentIncome |
| Total Tax | 2899 | TotalTax |
| Distributable Amount Before Adj | 23116 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 23116 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 23116 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 122330 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 122330 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 122330 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23116 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 93086 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 68982 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 123050 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 190239 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 78780 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 554137 | TotalExcessDistriCarryover |
| Qualifying Distributions | 122330 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 23116 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 99214 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 653351 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 93086 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 560265 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 68982 | ExcessFromYear4 |
| Excess From Year3 | 123050 | ExcessFromYear3 |
| Excess From Year2 | 190239 | ExcessFromYear2 |
| Excess From Year1 | 78780 | ExcessFromYear1 |
| Excess From Current Year | 99214 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID WALSH | ContributingManager |
| Contributing Manager | JADE WALSH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN BIRD CONSERVANCY | |||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||
| 255 E SIMPSON STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| DANCER'S WORKSHOP OF JACKSON HOLE | |||||||
| PO BOX 1500 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| NATIONAL MUSEUM OF WILDLIFE ART | |||||||
| PO BOX 6825 | JACKSON HOLE | WY | 83002 | NONE | PUBLIC CHARITY | GENERAL | $18,748 |
| OFF SQUARE THEATRE | |||||||
| 240 SOUTH GLENWOOD STREET | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $29,512 |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK | MISSOULA | MT | 59808 | NONE | PUBLIC CHARITY | GENERAL | $300 |
| TETON LITERACY CENTER | |||||||
| 1715 HIGH SCHOOL ROAD | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | GENERAL | $7,000 |
| THE AMERICAN MUSEUM OF FLY FISHING | |||||||
| 4104 MAIN STREET | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | GENERAL | $12,500 |
| THE CHIER FOUNDATION | |||||||
| PO BOX 681626 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| THE UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| WELLFLEET ADUBON SOCIETY | |||||||
| PO BOX 236 | SOUTH WELLFLEET | MA | 02663 | NONE | PUBLIC CHARITY | GENERAL | $6,000 |
| WELLFLEET BAY WILDLIFE SANCTUARY | |||||||
| PO BOX 236 | SOUTH WELLFLEET | MA | 02663 | NONE | PUBLIC CHARITY | GENERAL | $1,200 |
| BOY SCOUTS | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| WOUNDED WARRIORS FAMILIES | |||||||
| 920 S 107TH AVE SUITE 250 | OMAHA | NE | 68114 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| FINE ARTS WORK CENTER | |||||||
| 24 PEARL STREET | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| PITTSBURGH FOUNDATION | |||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| ALZHEIMERS ASSOCIATION | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL | $120 |
| BOSTON JIMMY FUND | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| PROVINCETOWN DOG PARK ASSOCIATION | |||||||
| PO BOX 1898 | PROVINCETOWN | MA | 02657 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| MCCARTHY CARE CENTER | |||||||
| 765 ATTUCKS LANE | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 120830 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $169 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,185 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $42,281 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORD INCOME FROM LPS | Description |
| Business Code | 211110 | BusinessCode |
| Unrelated Business Income | -$3,923 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$3,923 | UnrelatedBusinessIncomeAmount |
| Exclusion | $57,635 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 53712 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DAVID WALSH | PO BOX 11450 | JACKSON | WY | 83002 | 27036 | X |
| 2 | DAVID WALSH | PO BOX 11450 | JACKSON | WY | 83002 | 36764 | X |
| 3 | DAVID WALSH | PO BOX 11450 | JACKSON | WY | 83002 | 86370 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 300 SHS PHILIP MORRIS INT'L INC. | 27036 | 2012-07-13 |
| 2 | 400 SHS PHILIP MORRIS INT'L INC. | 36764 | 2012-09-24 |
| 3 | 1,000 SHS PHILIP MORRIS INT'L INC. | 86370 | 2012-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOT LABORATORIES | 0 | 0 |
| ALBEMARLE CORPORATION | 0 | 0 |
| AT&T | 39268 | 33710 |
| BANK OF AMERICA CORPORATION | 16271 | 23220 |
| CITIGROUP INC | 24284 | 35604 |
| ENDURANCE SPECIALTY | 18021 | 19845 |
| EVEREST RE GROUP LTD | 6914 | 10995 |
| GENERAL MOTORS COMPANY | 20900 | 23064 |
| HESS CORP | 0 | 0 |
| JP MORGAN CHASE & CO | 29040 | 43969 |
| M.D.C. HOLDINGS INC | 18487 | 33084 |
| MARATHON OIL CORPORATION | 0 | 0 |
| MICROSOFT CORPORATION | 25422 | 26710 |
| MORGAN STANLEY | 25106 | 19120 |
| PHILIP MORRIS INTL INC | 34548 | 33456 |
| PPG INDUSTRIES | 0 | 0 |
| ENSCO PLC SPON ADR | 9634 | 11856 |
| NYSE EURONEXT | 21369 | 25232 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ALLIANCEBERNSTEIN HOLDING LP | AT COST | 15342 | 15687 |
| ANNALY CAPITAL MANAGEMENT INC | AT COST | 32019 | 28080 |
| ENERGY TRANSFER PARTNERS | AT COST | 16365 | 21465 |
| MARKET VECTORS ETF TRUST | AT COST | 16837 | 9895 |
| NISKA GAS STORAGE PARTNERS | AT COST | 17234 | 13080 |
| REGENCY ENERGY PARTNERS LP | AT COST | 3929 | 21680 |
| SPDR GOLD TRUST | AT COST | 9244 | 16202 |
| BUCKEYE PARTNERS LP | AT COST | 29545 | 29517 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS TAXED IN 2012 RECEIVED IN 2013 | Description |
| Amount | $900 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NONDEDUCTIBLE PARTNERSHIP EXPENSES | 327 | 0 | 0 |
| BANK SERVICES CHARGES | 270 | 270 | 0 |
| OFFICE EXPENSE | 32 | 32 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORD INCOME FROM LPS | Description |
| Revenue And Expenses Per Books | -3923 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | -3923 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS TAXED IN 2011 RECEIVED IN 2012 | Description |
| Amount | $1,140 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $3,458 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments