DIAMONDS IN THE ROUGH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIAMONDS IN THE ROUGH FOUNDATION (EIN 84-1551428)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349108550
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T19:11:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | 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 | 841551428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYDE PARK FOUNDATION - | BusinessNameLine1Txt |
| Business Name Line2 | DIAMONDS IN THE ROUGH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYDE | BusinessNameControlTxt |
| Phone | 3033200220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 MONROE STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL POLLAK | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 3033200220 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,148,164 | 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 | $32,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,862 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,969 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $101,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,869 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,865 | CashBOYAmt |
| Cash EOY | $26 | CashEOYAmt |
| Cash EOYFMV | $26 | CashEOYFMVAmt |
| Other Investments BOY | $1,320,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,148,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,148,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,380,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,148,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,380,195 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,148,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,148,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,218,111 | SubtotalAmt |
| Other Decreases | $69,947 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,164 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2023-12-31 | $175,000 | $175,000 | $0 | $0 |
| CAPITAL GAIN | P | 2023-12-31 | $7,314 | $7,314 | $7,314 | |
| 1231 GAIN | P | 2023-12-31 | $712 | -$712 | -$712 | |
| CAPITAL GAINS DIVIDENDS | P | $260 | $260 | $260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,862 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $118 | OverpaymentAmt |
| Applied To ES Tax | $118 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAUD CAPITAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7206479879 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FILLMORE ST SUITE 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R POLLAK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 MONROE STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,137,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $834 | TotalTaxAmt |
| Distributable Before Adj | $55,594 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,594 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,594 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,074 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $388,224 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,531 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,462 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,056 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $982,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $198,480 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,180,550 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $388,224 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $792,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,531 | ExcessFromYear4Amt |
| Excess From Year3 | $79,797 | ExcessFromYear3Amt |
| Excess From Year2 | $62,462 | ExcessFromYear2Amt |
| Excess From Year1 | $124,056 | ExcessFromYear1Amt |
| Excess From Current Year | $198,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GIRLS INCORPORATED OF METRO DENVER | |||||||||||
| 1499 JULIAN ST | DENVER | CO | 80204 | NONE | PC | INSPIRE ALL GIRLS TO BE STRONG, SMART AND BOLD. | $2,500 | ||||
| JEWISH NATIONAL FUND UNITED STATES | |||||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | TO SUPPORT DEVELOPMENT IN ISRAEL. | $5,000 | ||||
| MOVING PICTURE INSTITUTE | |||||||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | NONE | PC | CREATE HIGH-IMPACT FILMS DESIGNED TO ENTERTAIN, INSPIRE AND EDUCATE. | $7,500 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | THE SIMON WIESENTHAL CENTER IS A GLOBAL HUMAN RIGHTS ORGANIZATION RESEARCHING THE HOLOCAUST AND HATE IN HISTORIC AND CONTEMPORARY CONTEXT. | $10,000 | ||||
| SWC MUSEUM CORP | |||||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | THE SWC MUSEUM CORP IS AN ORGANIZATION BUILDING A MUSEUM IN ISRAEL TO BE A WORLD CENTER FOCUSING ON ISSUES OF HUMAN DIGNITY ADN RESPONSIBILITY AND PROMOTING UNITY AND RESPECT AMONG JEWS AND BETWEEN PEOPLE OF ALL FAITHS. | $50,000 | ||||
| UNIVERSITY OF DENVER | |||||||||||
| 2601 EAST COLORADO AVE | DENVER | CO | 80208 | NONE | PC | TO FURTHER EDUCATE YOUNG MINDS AND ENHANCE LIVES | $25,000 | ||||
| ROSE COMMUNITY FOUNDATION | |||||||||||
| 4500 CHERRY CREEK S DR | DENVER | CO | 80246 | NONE | PC | WE WORK TO ADVANCE INCLUSIVE, ENGAGED AND EQUITABLE GREATER DENVER COMMUNITIES THROUGH VALUES-DRIVEN PHILANTHROPY. | $25,000 | ||||
| CENTRAL FUND OF ISRAEL | |||||||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | NONE | PC | CHARITABLE SUPPORT | $10,000 | ||||
| FRIENDS OF WORLD LIKUD | |||||||||||
| 222 BROADWAY | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE SUPPORT | $10,000 | ||||
| THE JEWISH EXPERIENCE | |||||||||||
| 399 S MONACO ST PKWY | DENVER | CO | 80224 | NONE | PC | TO PROVIDE YOU WITH MEANINGFUL, JEWISH PROGRAMMING AND EDUCATION - FOR ALL YOUR PHASES OF LIFE. | $5,000 | ||||
| JEWISH PARTISAN EDUCATIONAL FOUNDATION | |||||||||||
| 2266 CALIFORNIA STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | JPEF DEVELOPS AND DISTRIBUTES EFFECTIVE EDUCATIONAL MATERIALS ABOUT THE JEWISH PARTISANS AND THEIR LIFE LESSONS, BRINGING THE CELEBRATION OF HEROIC RESISTANCE AGAINST TYRANNY INTO EDUCATIONAL AND CULTURAL ORGANIZATIONS. | $1,000 | ||||
| GVNGORG | |||||||||||
| 369 S DOHENY DR 50 | BEVERLY HILLS | CA | 90211 | NONE | PC | CHARITABLE SUPPORT | $1,074 | ||||
| OPENDOOR MEDIA | |||||||||||
| 11110 W OAKLAND PARK BLVD 288 | SUNRISE | FL | 333516808 | NONE | PC | TO STRENGTHEN THE UNDERSTANDING AND ENDURING PERSONAL CONNECTION OF ALL YOUNG JEWS AND THEIR PEERS TO JUDAISM, ISRAEL AND THE JEWISH PEOPLE, AND TO ADDRESS THE CHALLENGES YOUNG JEWS FACE TODAY. | $1,000 | ||||
| HILLEL COLORADO | |||||||||||
| 2390 S RACE ST | DENVER | CO | 80210 | NONE | PC | STUDENT-LED, STAFF SUPPORTED PROGRAMS AT HILLEL ARE FILLED WITH CELEBRATION, CONNECTING WITH OURSELVES AND EACH OTHER WHILE BUILDING COMMUNITY, EMPOWERING TOMORROW'S LEADERS TODAY, EXPLORING OUR RELATIONSHIP WITH ISRAEL, AND NEW VIRTUAL HILLEL OPPORTUNITIES. | $1,000 | ||||
| AMUTAT YAMAM LEDORUTEHA | |||||||||||
| NONE | PC | MENTAL HEALTH SUPPORT FOR SOLDIERS | $100,000 | AHAD HAAM STREET 14 | TEL AVIV | IS | 6514211 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,074 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,862 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| FROM PARTNERSHIP K-1 | 16 | -$979 | $0 |
| FROM PARTNERSHIP K-1 | 16 | -$789 | $0 |
| FROM PARTNERSHIP K-1 | 16 | -$730 | $0 |
| FROM PARTNERSHIP K-1 | 16 | -$25 | $0 |
| FROM PARTNERSHIP K-1 | 14 | -$446 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM GOLDBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 589 5TH AVE 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN PARTNERSHIPS | AT COST | $6,419 | $6,419 |
| INVESTMENTS IN SECURITIES | AT COST | $1,141,719 | $1,141,719 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASS-THROUGH ENTITIES | $2,511 |
| CHANGE IN MARKET VALUE | $67,436 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $470 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PARTNERSHIP K-1 | -$979 | -$979 | $0 |
| FROM PARTNERSHIP K-1 | -$789 | -$789 | $0 |
| FROM PARTNERSHIP K-1 | -$730 | -$730 | $0 |
| FROM PARTNERSHIP K-1 | -$25 | -$25 | $0 |
| FROM PARTNERSHIP K-1 | -$446 | -$446 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $8,409 | Amt |
| Net Investment Income | $8,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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