LARIMER FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LARIMER FAMILY FOUNDATION (EIN 04-3750127)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-11
IRS object ID
201112849349100106
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-10-11T11:23:59-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Leo Riley & Co CPA'sBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1141 S Center St Ste 200AddressLine1
CityCasperCity
StateWYState
ZIP Code826012519ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043750127EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Larimer Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLARINameControl
Phone3077333840Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 610AddressLine1
CityTeton VillageCity
StateWYState
ZIP Code820250610ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJack LarimerName
TitleTrusteeTitle
Phone3077333840Phone
Date Signed2011-10-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLeo A RileyName
Phone3072653800Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY761804FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss25461DividendsRevAndExpnss
Dividends Net Invst Incm15706DividendsNetInvstIncm
Dividends Adj Net Incm25461DividendsAdjNetIncm
Gross Sales Price371GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses25461TotalRevenueAndExpenses
Total Net Investment Income15706TotalNetInvestmentIncome
Total Adjusted Net Income25461TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss6000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm2280CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm4650CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss481TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm481TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss7044OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2677OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm7044OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss13525TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4957TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm12175TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss13525TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4957TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm12175TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses11936ExcessOfRevenueOverExpenses
Net Investment Income10749NetInvestmentIncome
Adjusted Net Income13286AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY311658SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY28453SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV28453SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY403922InvestmentsCorpStockBOY
Investments Corp Stock EOY702147InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV733351InvestmentsCorpStockEOYFMV
Total Assets BOY715580TotalAssetsBOY
Total Assets EOY730600TotalAssetsEOY
Total Assets EOYFMV761804TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY715580CapitalStockBOY
Capital Stock EOY730600CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY715580TotalNetAssetsBOY
Total Net Assets EOY730600TotalNetAssetsEOY
Total Liabilities Net Assets BOY715580TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY730600TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY715580TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses11936ExcessOfRevenueOverExpenses
Other Increases3084OtherIncreases
Subtotal730600Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY730600TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetFrontier CommuniationsDescriptionOfAsset
Date Acquired2009-10-29DateAcquired
Date Sold2010-07-01DateSold
Gross Sales Price371GrossSalesPrice
Cost Or Other Basis371CostOrOtherBasis
Gain Or Loss0GainOrLoss
Gains Minus Excess Or Losses0GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income0CapitalGainNetIncome
Net Short Term Capital Gain Or Loss0NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year10QualifyingDistributionsYear1
Noncharitable Assets Year1712339NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year27900QualifyingDistributionsYear2
Noncharitable Assets Year2713190NoncharitableAssetsYear2
Distribution Ratio Year20.011077DistributionRatioYear2
Qualifying Distributions Year3719007QualifyingDistributionsYear3
Noncharitable Assets Year31290788NoncharitableAssetsYear3
Distribution Ratio Year30.557030DistributionRatioYear3
Total Distribution Ratio0.568107TotalDistributionRatio
Average Distribution Ratio0.189369AverageDistributionRatio
Net Noncharitable Assets728113NetNoncharitableAssets
Adjusted Noncharitable Assets137882AdjustedNoncharitableAssets
One Percent Net Investment Income107OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One137989AdjNonchrtblAssetsAndOnePct
Qualifying Distributions0QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax215InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal215Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income215TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due215TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithWYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJack and Jan LarimerBooksInCareOfPersonName
Books In Care Of Phone Number3077333840BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 610AddressLine1
CityTeton VillageCity
StateWYState
ZIP Code82025ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
Jack A Larimer
PO Box 610Teton VillageWY83025Trustee1.00150000
Jan Larimer
PO Box 610Teton VillageWY83025Trustee1.00150000
Doug Larimer
PO Box 610Teton VillageWY83025Trustee1.00150000
Amy Larimer
PO Box 610Teton VillageWY83025Trustee1.00150000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances739201AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets739201TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets739201AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable11088CashDeemedCharitable
Net Noncharitable Assets728113NetNoncharitableAssets
Minimum Investment Return36406MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return36406MinimumInvestmentReturn
Tax Based On Investment Income215TaxBasedOnInvestmentIncome
Total Tax215TotalTax
Distributable Amount Before Adj36191DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded36191DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted36191DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted36191DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year3611497ExcessDistriCarryoverYear3
Total Excess Distri Carryover611497TotalExcessDistriCarryover
Qualifying Distributions0QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus36191ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY36191ExcessDistriCyovAppliedCY
Total Corpus575306TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year575306ExcessDistriCyovToNextYear
Excess From Year3575306ExcessFromYear3

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income25461RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income25461RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA25461TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4LineNumber
Relationship StatementDividends earned on funds held for charitable purposesRelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value702147EOYBookValue
EOYFMV733351EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPortfolio Program FeeDescription
Revenue And Expenses Per Books7044RevenueAndExpensesPerBooks
Net Investment Income2677NetInvestmentIncome
Adjusted Net Income7044AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionCost basis adjustement for securitiesDescription
Amount$3,084Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEstimated Tax PaymentCategory
Amount$481Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income481AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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