GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC (EIN 39-6044355)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202411359349103031
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:27:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY & LARDNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396044355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marianne and George Markham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELSER ENTERPRISES INC | InCareOfNm |
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 4142252284 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E Wisconsin Avenue Suite 3500 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jason Kohout | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4142712400 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jason | PersonFirstNm |
| Person Last | Kohout | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMMALINE S JURGENA | PreparerPersonNm |
| PTIN | P02299102 | PTIN |
| Phone | 4142712400 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $448,155 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,125 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $203 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $38,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,039 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $399 | AcctRcvblAmt |
| Acct Rcvbl BOY | $289 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $399 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $399 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $354,194 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,875 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $425,717 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $393,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $448,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $313 | CapitalStockBOYAmt |
| Capital Stock EOY | $313 | CapitalStockEOYAmt |
| Retained Earning BOY | $393,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $377,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $393,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $377,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $393,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $377,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $393,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51 | OtherIncreasesAmt |
| Subtotal | $377,315 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $377,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $681 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $155 | SubtotalAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $35 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSER ENTERPRISES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142252284 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10556 N PORT WASHINGTON RD SUITE 2 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH M NICHOLSON | ||||||||
| 10556 N PORT WASHINGTON RD STE 203 | MEQUON | WI | 53092 | PRESIDENT AND TREASURER | 0.5 | $0 | $0 | $0 |
| PHILIP T NICHOLSON | ||||||||
| 10556 N PORT WASHINGTON RD STE 203 | MEQUON | WI | 53092 | VICE PRESIDENT | 0.5 | $0 | $0 | $0 |
| JASON J KOHOUT | ||||||||
| 777 E Wisconsin Avenue STE 3500 | Milwaukee | WI | 532025306 | SECRETARY & ASST TREAS | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $404,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,085 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $427,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $420,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $20,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,260 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,460 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,462 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $20,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,283 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,076 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,260 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,682 | ExcessFromYear4Amt |
| Excess From Year3 | $13,460 | ExcessFromYear3Amt |
| Excess From Year2 | $6,462 | ExcessFromYear2Amt |
| Excess From Year1 | $6,929 | ExcessFromYear1Amt |
| Excess From Current Year | $6,283 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FDN | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $1,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $200 |
| BRIDGE HOUSE | |||||||
| 5345 ARAPAHOE AVE 5 | BOULDER | CO | 80303 | NONE | PC | GENERAL | $200 |
| COLORADO PUBLIC RADIO-KVOD | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | PC | GENERAL | $100 |
| COLORADO PUBLIC RADIO-NEWS | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | PC | GENERAL | $300 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | NONE | PC | GENERAL | $200 |
| DAIRY CENTER OF THE ARTS | |||||||
| 2590 WALNUT ST | BOULDER | CO | 80305 | NONE | PC | GENERAL | $150 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MA | 21741 | NONE | PC | GENERAL | $200 |
| DANCEWAVE | |||||||
| 182 FOURTH AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $500 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | NONE | PC | GENERAL | $200 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL | $250 |
| ESTES PARK MEDICAL CENTER FOUNDATION | |||||||
| 555 PROSPECT AVE | ESTES PARK | CO | 80517 | NONE | PC | GENERAL | $200 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| PO Box 419209 | Boston | MA | 022419209 | NONE | PC | GENERAL | $200 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | GENERAL | $250 |
| INTERCAMBIO DE COMUNIDADES | |||||||
| 4735 WALNUT ST SUITE B | BOULDER | CO | 80301 | NONE | PC | GENERAL | $1,200 |
| LIGHTHOUSE WRITERS WORKSHOP | |||||||
| 1515 RACE ST | DENVER | CO | 80206 | NONE | PC | GENERAL | $800 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PC | GENERAL | $250 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $1,000 |
| NEW YORK TIMES NEEDIEST CASES FUND | |||||||
| PO Box 5193 | New York | NY | 10087 | NONE | PC | GENERAL | $250 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | GENERAL | $200 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH ST | DENVER | CO | 80207 | NONE | PC | GENERAL | $800 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL | $1,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | NONE | PC | GENERAL | $500 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | NONE | PC | GENERAL | $500 |
| PRO PUBLICA INC | |||||||
| 155 Avenue of the Americas 13th Flo | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $600 |
| THE SALVATION ARMY | |||||||
| 1370 PENNSYLVANIA ST | DENVER | CO | 80203 | NONE | PC | GENERAL | $150 |
| SAVE THE HARBORSAVE THE BAY | |||||||
| 212 NORHTERN AVE SUITE 304W | BOSTON | MA | 02210 | NONE | PC | GENERAL | $500 |
| STANFORD MAGAZINE | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL | $100 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL | $1,250 |
| STANFORD UNIVERSITY LAW SCHOOL | |||||||
| 329 Galvez Street | STANFORD | CA | 94305 | NONE | PC | GENERAL | $1,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | BOULDER | CO | 80217 | NONE | PC | GENERAL | $200 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 Mountain Ridge Suite 150 | AUSTIN | TX | 78759 | NONE | PC | GENERAL | $250 |
| WATCH TOWER BIBLE AND TRACT SOCIETY | |||||||
| 625 Red Mills Rd | Wallkill | NY | 12589 | NONE | PC | GENERAL | $5,000 |
| WESTERN NATIONAL PARKS ASSOCIATION | |||||||
| 12880 N VISTOSO VILLAGE Drive | TUCSON | AZ | 85755 | NONE | PC | GENERAL | $200 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | NONE | PC | GENERAL | $600 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| PO Box 55875 | BOSTON | MA | 02205 | NONE | PC | GENERAL | $250 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | GENERAL | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $500 |
| ROCKY MOUNTAIN CONSERVANCY | |||||||
| PO Box 3100 | ESTES PARK | CO | 80517 | NONE | PC | GENERAL | $300 |
| RAICES TEXAS | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 80517 | NONE | PC | GENERAL | $250 |
| TEXAS APPLESEED | |||||||
| 1609 SHOAL CREEK BLVD STE 201 | AUSTIN | TX | 78701 | NONE | PC | GENERAL | $250 |
| COMPASSION & CHOICES | |||||||
| PO Box 485 | Etna | NH | 037500485 | NONE | PC | GENERAL | $200 |
| ROCKY MOUNTAIN PUBLIC MEDIA PHILANTHROPIC GIVING | |||||||
| 1089 Bannock Steet | Denver | CO | 80204 | None | PC | General | $500 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 Metropolis Drive | Austin | TX | 78744 | None | PC | General | $250 |
| SAFE PLACE | |||||||
| PO Box 19454 | Austin | TX | 78760 | None | PC | General | $250 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $250 |
| BOULDER COUNTY AUDUBON SOCIETY | |||||||
| PO BOX 2081 | BOULDER | CO | 80306 | NONE | PC | GENERAL | $1,000 |
| COMMUNITY CYCLES | |||||||
| 2601 SPRUCE STREET UNIT B | BOULDER | CO | 80302 | NONE | PC | GENERAL | $250 |
| THE COMMUNITY FOUNDATION | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 803024001 | NONE | PC | GENERAL | $250 |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||
| 302 NORTH JACKSON STREET | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL | $300 |
| BIRD CONSERVANCY OF THE ROCKIES | |||||||
| 14500 LARK BUNTING LANE | BRIGHTON | CO | 80603 | NONE | PC | GENERAL | $250 |
| BOULDER COUNTY NATURE ASSOCIATION | |||||||
| PO BOX 493 | BOULDER | CO | 80306 | NONE | PC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,806 | 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 | ELSER ENTERPRISES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INTL FUND | $28,875 | $35,164 |
| AMERICAN FUNDS EUROPACIFIC | $32,805 | $35,915 |
| BAIRD INTER BOND FUND | $178,216 | $166,111 |
| PIMCO FOREIGN BOND FUND | $4,137 | $3,896 |
| ISHARES TR S&P 500/BARRA | $15,480 | $35,748 |
| ISHARES TR S&P 500 VALUE | $18,697 | $30,779 |
| ISHARES RUSSELL 2000 VALUE IDX | $12,277 | $15,844 |
| ISHARES RUSSELL 2000 GROWTH ID | $10,254 | $16,142 |
| SPDR TR UNIT SER 1 | $33,972 | $68,445 |
| PIMCO FDS PAC INVT MGMT SER IN | $9,362 | $7,676 |
| VANGUARD FIXED INCOME SECS FD | $10,800 | $9,997 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $168 | $168 | |
| TAX PREPARATION FEE | $75 | $38 | $37 |
| ANNUAL REPORT FEE | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $51 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2023 EXCISE TAX-ESTIMATE | $75 | |
| FOREIGN TAXES | $203 | $203 |
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