GRALAND COUNTRY DAY SCHOOL FOUNDATION: Form 990, tax year 2023
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- Organization
- GRALAND COUNTRY DAY SCHOOL FOUNDATION (EIN 84-1229992)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-31
- IRS object ID
- 202403059349301930
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T13:33:00-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841229992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRALAND COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAL | BusinessNameControlTxt |
| Phone | 3033163000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 CHERRY CREEK NORTH DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL WALLACH | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3033163000 | PhoneNum |
| Signature | 2024-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARSHALL WALLACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 CHERRY CREEK NORTH DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,964,121 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NONE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | ADMINISTER THE ENDOWMENT FUNDS OF THE GRALAND COUNTRY DAY SCHOOL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $5,748 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,174 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $264,842 | PYContributionsGrantsAmt |
| CY Contributions Grants | $172,603 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,228,857 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,791,518 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,493,699 | PYTotalRevenueAmt |
| CY Total Revenue | $1,964,121 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,098,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,156,520 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $217,935 | PYOtherExpensesAmt |
| CY Other Expenses | $224,534 | CYOtherExpensesAmt |
| PY Total Expenses | $2,316,435 | PYTotalExpensesAmt |
| CY Total Expenses | $2,381,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,177,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$416,933 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,256,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,363,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,103 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,251,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,357,775 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO OWN AND ADMINISTER THE ENDOWMENT FUNDS OF THE GRALAND COUNTRY DAY SCHOOL AND TO MAKE PERIODIC DISTRIBUTIONS TO THE SCHOOL FOR ITS EDUCATIONAL, OPERATIONAL, AND CAPITAL NEEDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,156,520 | ExpenseAmt |
| Grant | $2,156,520 | GrantAmt |
| Desc | THE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO OWN AND ADMINISTER THE ENDOWMENT FUNDS OF THE GRALAND COUNTRY DAY SCHOOL AND TO MAKE PERIODIC DISTRIBUTIONS TO THE SCHOOL FOR ITS EDUCATIONAL, OPERATIONAL, AND CAPITAL NEEDS. | Desc |
| Total Program Service Expenses | $2,156,520 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL WALLACH | PersonNm |
| Phone | 3033163000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 CHERRY CREEK NORTH DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARSHALL WALLACH | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE P CAULKINS III | ||||||
| VP & SECRETA | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF SUSMAN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM FARVER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA LOVE KOURLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BERNIE DVORAK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNTRINSIC INVESTMENT COUNSEL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3840 YORK STREET 100 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVEST. ADVISOR | ServicesDesc |
| Compensation | $134,085 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $172,603 | RelatedOrganizationsAmt |
| Total Contributions | $172,603 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,506,224 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,630 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,500,594 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $285,294 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $285,294 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,294 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $118 | UnrelatedBusinessRevenueAmt |
| Exclusion | $285,176 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,964,121 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,748 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,785,770 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,156,520 | TotalAmt |
| Program Services | $2,156,520 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,645 | TotalAmt |
| Management And General | $46,645 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,762 | TotalAmt |
| Management And General | $136,762 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| CONTRACT LABOR | $31,080 | $31,080 |
| FED/STATE TAX PRIOR YEAR | $8,371 | $8,371 |
| ADMINISTRATIVE FEES | $1,676 | $1,676 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,381,054 | TotalAmt |
| Program Services | $2,156,520 | ProgramServicesAmt |
| Management And General | $224,534 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,166 | BOYAmt |
| EOY | $194,703 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,712,132 | BOYAmt |
| EOY | $57,590,589 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,360,147 | BOYAmt |
| EOY | $3,578,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,256,445 | BOYAmt |
| EOY | $61,363,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,516 | BOYAmt |
| EOY | $6,103 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,516 | BOYAmt |
| EOY | $6,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,251,929 | BOYAmt |
| EOY | $61,357,775 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,251,929 | BOYAmt |
| EOY | $61,357,775 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,256,445 | BOYAmt |
| EOY | $61,363,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$416,933 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,522,779 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,090,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,594,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $514,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,603 | CurrentTaxYearAmt |
| Total | $5,637,326 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,090,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,594,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $514,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,603 | CurrentTaxYearAmt |
| Total | $5,637,326 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,637,326 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,523,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,443,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,719,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,959,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,500,594 | CurrentTaxYearAmt |
| Total | $10,147,052 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $20,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,630 | CurrentTaxYearAmt |
| Total | $77,824 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,862,202 | TotalSupportAmt |
| Public Support CY170 | 0.35540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,251,929 | BeginningYearBalanceAmt |
| Contributions | $172,603 | ContributionsAmt |
| Investment Earnings Or Losses | $7,177,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,156,520 | OtherExpendituresAmt |
| Administrative Expenses | $87,772 | AdministrativeExpensesAmt |
| End Year Balance | $61,357,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,957,245 | BeginningYearBalanceAmt |
| Contributions | $264,842 | ContributionsAmt |
| Investment Earnings Or Losses | $6,218,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,098,500 | OtherExpendituresAmt |
| Administrative Expenses | $89,945 | AdministrativeExpensesAmt |
| End Year Balance | $56,251,929 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,342,663 | BeginningYearBalanceAmt |
| Contributions | $514,700 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,809,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,027,369 | OtherExpendituresAmt |
| Administrative Expenses | $62,919 | AdministrativeExpensesAmt |
| End Year Balance | $51,957,245 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,214,449 | BeginningYearBalanceAmt |
| Contributions | $1,594,843 | ContributionsAmt |
| Investment Earnings Or Losses | $18,338,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,757,934 | OtherExpendituresAmt |
| Administrative Expenses | $47,173 | AdministrativeExpensesAmt |
| End Year Balance | $66,342,663 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,798,482 | BeginningYearBalanceAmt |
| Contributions | $3,090,338 | ContributionsAmt |
| Investment Earnings Or Losses | $24,257 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,645,408 | OtherExpendituresAmt |
| Administrative Expenses | $53,220 | AdministrativeExpensesAmt |
| End Year Balance | $48,214,449 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOLUB CAPITAL PARTNERS INTL | $2,700,000 | F |
| SFW CAPITAL PARTNERS FD II LP | $635,620 | F |
| INTEREST IN LPS-PRIVATE EQUITY | $187,213 | F |
| INTEREST IN LPS-MULTI-STRATEGY | $55,753 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,578,586 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $7,350,138 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,522,779 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,522,779 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,827,359 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $136,762 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $136,762 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,964,121 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,244,292 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,244,292 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $136,762 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $136,762 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,381,054 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE USED FOR THE EDUCATIONAL, OPERATIONAL, AND CAPITAL NEEDS OF GRALAND COUNTRY DAY SCHOOL. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARRIBBEAN | RegionTxt |
| Type Of Activities Conducted | PASSIVE INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,888,506 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $2,888,506 | SubtotalSpentAmt |
| Total Spent | $2,888,506 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARRIBBEAN 0 2,888,506 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRALAND COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BIRCH STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 840402699 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $2,156,520 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE FUNDS IS ACCOMPLISHED BY AN INDEPENDENT AUDIT OF THE SCHOOL DONE ANNUALLY BY CERTIFIED PUBLIC ACCOUNTANTS, AS WELL AS BY THE ATTENDANCE AT SCHOOL BOARD MEETINGS BY SEVERAL DIRECTORS OF THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION WAS ESTABLISHED EXCLUSIVELY TO OWN AND ADMINISTER THE ENDOWMENT FUNDS OF THE GRALAND COUNTRY DAY SCHOOL AND TO MAKE PERIODIC DISTRIBUTIONS TO THE SCHOOL FOR ITS EDUCATIONAL, OPERATIONAL, AND CAPITAL NEEDS. |
| FORM 990, PART VI | THE FOUNDATION HAS NO EXECUTIVE DIRECTOR OR TOP MANAGEMENT, THEREFORE NO POLICY IS NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 8B | IS NOT APPLICABLE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THE RESPONSIBILITY TO REVIEW THE FORM 990 BEFORE BEING FILED TO AN OFFICER OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO FORMALLY DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. ADDITIONALLY, ANY CONFLICTS OF INTEREST ARE DISCLOSED AT BOARD MEETINGS. THERE HAVE BEEN NO CONFLICTS OF INTEREST TO DATE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRALAND COUNTRY DAY SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BIRCH STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840402699 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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