THE ORPHIFLAMME FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ORPHIFLAMME FOUNDATION (EIN 30-0117191)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202431359349103513
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T11:48:59-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1560 Mission Street Suite 1600AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300117191EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Orphiflamme FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE ORPHIFLAMME FOUNDATIONInCareOfNm
Business Name ControlORPHBusinessNameControlTxt
Phone8584568500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12525 Arapahoe Ave Ste E-4AddressLine1Txt
CityBoulderCityNm
State AbbreviationCOStateAbbreviationCd
ZIP803026746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJorian SchutzPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8584568500PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJorianPersonFirstNm
Person LastSchutzPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYanyi LinPreparerPersonNm
PTINP00311199PTIN
Phone4158948000PhoneNum
Preparation2024-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$786,595FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$216,751ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,417InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,417InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$240NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,578GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$240CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$237,089TotalRevAndExpnssAmt
Total Net Invst Incm$20,338TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,489AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,489AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,801OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,201OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,600OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$538OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$538OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,828TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,739TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,089TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$848,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$848,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$860,828TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,739TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$857,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$623,739ExcessRevenueOverExpensesAmt
Net Investment Income$16,599NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$306,294SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,894SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$63,462CorporateBondsBOYAmt
Corporate Bonds EOY$65,552CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,065CorporateBondsEOYFMVAmt
Other Investments BOY$728,069OtherInvestmentsBOYAmt
Other Investments EOY$529,223OtherInvestmentsEOYAmt
Other Investments EOYFMV$673,636OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,097,825TotalAssetsBOYAmt
Total Assets EOY$657,669TotalAssetsEOYAmt
Total Assets EOYFMV$786,595TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$3,713,049AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$4,113,622AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,615,224RetainedEarningBOYAmt
Retained Earning EOY-$3,455,953RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,097,825TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$657,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,097,825TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$657,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,097,825TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$623,739ExcessRevenueOverExpensesAmt
Other Increases$183,951OtherIncreasesAmt
Subtotal$658,037SubtotalAmt
Other Decreases$368OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$657,669TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNYES LEDGE CAPITAL PARTNERS (LP)PropertyDesc
How AcquiredPHowAcquiredCd
Sold2022-12-31SoldDt
Gross Sales Price$257,578GrossSalesPriceAmt
Cost Or Other Basis$257,338CostOrOtherBasisAmt
Gain Or Loss$240GainOrLossAmt
Gains Minus Excess Or Losses$240GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$240CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$231InvestmentIncomeExciseTaxAmt
Subtotal$231SubtotalAmt
Tax Based On Investment Income$231TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,143EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,143TotalPaymentsAndCreditsAmt
Overpayment$1,912OverpaymentAmt
Applied To ES Tax$1,912AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORPHIFLAMME FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8584568500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12525 ARAPAHOE AVE PMB 317 STE E-4AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP803026746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JORIAN SCHUTZ
2525 ARAPAHOE AVE PMB 317 STE E-4BOULDERCO803026746PRESIDENT/SECRETARY/TREAS1.0$0$0$0
STEPHEN SCHUTZ
2525 ARAPAHOE AVE PMB 317 STE E-BOULDERCO803026746ASS'T SECRETARY/TREASURER1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$757,580AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,036,053TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,036,053AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,541CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,020,512NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$231TaxBasedOnInvestmentIncomeAmt
Total Tax$231TotalTaxAmt
Distributable Before Adj$50,795DistributableBeforeAdjAmt
Distributable Before Ded$50,795DistributableBeforeDedAmt
Distributable As Adjusted$50,795DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$857,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$857,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,795DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$227,813ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$102,698ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$307,644ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$356,191ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$484,420ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,478,766TotalExcessDistributionCyovAmt
Qualifying Distributions$857,089QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$50,795AppliedToCurrentYearAmt
Remaining Distri From Corpus$806,294RemainingDistriFromCorpusAmt
Total Corpus$2,285,060TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$227,813ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,057,247ExcessDistriCyovToNextYrAmt
Excess From Year4$102,698ExcessFromYear4Amt
Excess From Year3$307,644ExcessFromYear3Amt
Excess From Year2$356,191ExcessFromYear2Amt
Excess From Year1$484,420ExcessFromYear1Amt
Excess From Current Year$806,294ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJORIAN SCHUTZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ALLEGHENY MOUNTAIN INSTITUTE
P O BOX 542STAUNTONVA24402NONEPCCULTIVATE HEALTHY COMMUNITIES THROUGH FOOD AND EDUCATION$20,000
CHABAD OF CHARLOTTESVILLE
2014 LEWIS MT RDCHARLOTTESVILLEVA22903NONEPCGENERAL SUPPORT$65,000
SEFARIA INC
228 PARK AVE SOUTH 79262NEW YORKNY10003NONEPCGENERAL SUPPORT$75,000
IYYUN CENTER
232 BERGEN STBROOKLYNNY11217NONEPCGENERAL SUPPORT$125,000
FRACTURED ATLAS INC
248 WEST 35TH STREET SUITE 1202NEW YORKNY10001NONEPCGENERAL SUPPORT$18,000
AMERICAN FRIENDS OF BAT AYIN YESHIVA
641 LEXINGTON AVENUE 14TH FLOORNEW YORKNY10022NONEPCGENERAL SUPPORT$10,000
LUBAVITCH ON THE PALISADES
11 HAROLD STTENAFLYNJ07670NONEPCGENERAL SUPPORT$25,000
JEWISH STUDIO PROJECT
940 DWIGHT WAYBERKELEYCA94710NONEPCGENERAL SUPPORT$18,000C/O JEFF KASOWITZ
THE 613 FOUNDATION
1401 FLORAL ST NWWASHINGTONDC20012NONEPCGENERAL SUPPORT$50,000C/O SHMUEL HERZFELD
JEWISH CREATIVITY INTERNATIONAL
1150 SOUTH OLIVE STREET SUITE 1800LOS ANGELESCA90015NONEPCGENERAL SUPPORT$100,000
LIVING EARTH SCHOOL
101 ROCKY BOTTOM LNAFTONVA22920NONEPCGENERAL SUPPORT$50,000
SUKKAT SHALEYM INC
655 THIRD AVENUE 28TH FLOORNEW YORKNY10017NONEPCGENERAL SUPPORT$45,000C/O ARC
HEALING HARVEST FOREST FOUNDATION
8014 BEAR RIDGE ROAD SECOPPER HILLVA24709NONEPCGENERAL SUPPORT$18,000
YAD YAAKOV
349 STARLING ROADENGLEWOODNJ07631NONEPCGENERAL SUPPORT$15,000
UNITED PLANT SAVERS
35703 LOOP RDRUTLANDOH45775NONEPCGENERAL SUPPORT$15,000
AMIGOS DEL CENTRO DE EDUCACION AMBIENTAL DE LA PEN
328 FULTON STPALO ALTOCA94301NONEPCGENERAL SUPPORT$15,000C/O CINDY WILBER
VIRGINIA ORGANIZING
989 THORN ROSE LANECHARLOTTESVILLEVA22902NONEPCGENERAL SUPPORT$10,000ATTN DEVIN FLOYD
CHABAD EAST DC JEWISH CENTER
630 MASSACHUSETTS AVE NEWASHINGTONDC200026006NONEPCGENERAL SUPPORT$15,000
THE RABINOWITZ INSTITUTE - MACHON YAKOV
NONEPCGENERAL SUPPORT$10,00010 LBN DENANHAR NOFJERUSALEMIS95400
SIN BARRERAS
PO BOX 6433CHARLOTTESVILLEVA22906NONEPCGENERAL SUPPORT$10,000
ROCKFISH VALLEY COMMUNITY CENTER
PO BOX 106NELLYSFORDVA22958NONEPCGENERAL SUPPORT$8,000
CONGREGATION BETH ISRAEL
301 E JEFFERSON STREETCHARLOTTESVILLEVA22931NONEPCGENERAL SUPPORT$4,000
COVESVILLE CHILD DEVELOPMENT CENTER
PO BOX 123COVESVILLEVA22931NONEPCGENERAL SUPPORT$5,000
AYIN PRESS LIMITED
515 WESTMINSTER ROADBROOKLYNNY11218NONEPCGENERAL SUPPORT$100,000
CHASDEI YISROEL
10-10 MOSS PLFAR ROCKAWAYNY11691NONEPCGENERAL SUPPORT$15,000
WOMEN MAKE MOVIES INC
115 WEST 29TH STREET STE 1200NEW YORKNY10001NONEPCGENERAL SUPPORT$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$848,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,417ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,681ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$240ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,338ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,338TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJorian SchutzContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12525 ARAPAHOE AVE STE E-4AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP803026746ZIPCd
FieldValueIRS element (for citing)
Total Contributions$216,751TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryERNST & YOUNG, LLPCategoryTxt
Amt$6,489Amt
Disbursements Charitable Prps$6,489DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTCW EMRG MRKTS INC-IBondNm
EOY Book Value$65,552EOYBookValueAmt
EOYFMV$50,065EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE DEVELOPED ETFAT COST$160,163$180,471
S&P 500 ETF SHAT COST$269,926$408,502
NUVEEN PREFERRED SECURITIES$99,134$84,663
NYES LEDGE CAP OFFSHORE FUND$0$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$368Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CUSTODY FEES$426$426
BANK CHARGES$112$112

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTRUEUP FOR PRIOR YEARSDesc
Amt$183,951Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$3,201$3,201
EDUCATOR EXPENSES$2,600$2,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.