GARY PHILANTHROPY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GARY PHILANTHROPY (EIN 81-0587194)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-16
- IRS object ID
- 202413219349100321
- Schema version
- 2023v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Acty Not Previously Rpt Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-16T12:55:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PHILANTHROPY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3036283800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANTHOSH RAMDOSS | PersonNm |
| Person Title | PRES/CEO | PersonTitleTxt |
| Phone | 3036283800 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-11-16 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $201,475,691 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,331,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,331,743 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$347,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,478,487 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,718,769 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $984,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,702,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,316,396 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,538,558 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,696 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,461,630 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,779,642 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $235,052 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,540,660 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,517 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,517 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,205 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,166,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $537,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,511,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,048 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $48 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,755 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $343,142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $34,314 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $308,828 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,944,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $892,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,093,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,127,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,513,776 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,072,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $892,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,607,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,369,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,423,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,662,666 | CashBOYAmt |
| Cash EOY | $3,132,997 | CashEOYAmt |
| Cash EOYFMV | $3,132,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,799,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,332 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $487,326 | AcctRcvblAmt |
| Acct Rcvbl EOY | $487,326 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $487,326 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,940 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $44,041 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $44,041 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $47,346,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,796,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,796,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,502,079 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,813,267 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $37,813,267 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $97,938,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,220,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,220,199 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $108,850 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,190 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,415 | LandBOYAmt |
| Land EOY | $4,660 | LandEOYAmt |
| Land EOYFMV | $4,660 | LandEOYFMVAmt |
| Other Assets BOY | $9,992,460 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,578,070 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,578,070 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $213,256,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,475,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $201,475,691 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,385,759 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $715,139 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,195,978 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,743,061 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,581,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,458,200 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $206,675,091 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $198,017,491 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,675,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $198,017,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,256,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $201,475,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,675,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,369,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,712,095 | OtherIncreasesAmt |
| Subtotal | $198,017,491 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $198,017,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ACCESS VENTURE | P | $16,331 | -$16,331 | -$16,331 | |
| SARONA | P | $78,055 | $78,055 | $78,055 | |
| ACHIEVE (PUTTING AMERICA BACK TO WOR | P | $33,995 | $33,995 | $33,995 | |
| SJF VENTURES IV, LP | P | $283,633 | -$283,633 | -$283,633 | |
| BREVET DIRECT LENDING | P | $6,531 | -$6,531 | -$6,531 | |
| SNW ASSET MANAGED | P | $588,769 | -$588,769 | -$588,769 | |
| ETHIC, INC | P | $1,042,196 | $1,042,196 | $1,042,196 | |
| VISION RIDGE | P | $17,127 | -$17,127 | -$17,127 | |
| GENERATION IM GLOBAL EQUITY FUND | P | $561,383 | -$561,383 | -$561,383 | |
| GLOBAL SME GROWTH FUND | P | $134,701 | -$134,701 | -$134,701 | |
| HUNTINGTON CAPITAL | P | $145,852 | $145,852 | $145,852 | |
| IMPACT AMERICA FUND II | P | $13,526 | -$13,526 | -$13,526 | |
| LANDED HOMEOWNERSHIP IMPACT FUND, LP | P | $11,012 | $11,012 | $11,012 | |
| LEARNSTART I | P | $59,237 | -$59,237 | -$59,237 | |
| LEARNSTART II | P | $10,054 | -$10,054 | -$10,054 | |
| LEARN CAPITAL VENTURES | P | $112,025 | -$112,025 | -$112,025 | |
| LYME FOREST FUND IV TE LP | P | $5,811 | $5,811 | $5,811 | |
| NORTH SKY | P | $155,035 | $155,035 | $155,035 | |
| REACH III, LP | P | $22,869 | -$22,869 | -$22,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$354,230 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$354,230 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,686 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,686 | SubtotalAmt |
| Tax Based On Investment Income | $33,686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $643 | EsPenaltyAmt |
| Tax Due | $9,329 | 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 | Yes (true) | 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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GARYCOMMUNITY.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3036283800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET STE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| CHRIS WATNEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | BOARD CHAIR | 000.00 | $0 | $0 | $0 |
| LUIS DURATE THRU 1023 | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VICE CHAIR | 000.00 | $0 | $0 | $0 |
| DAVID YOUNGGREN | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| ROBERT GARY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| NANCY GARY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| TOM GOUGEON | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| JIM KELLEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| GREG MOORE | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| HOLLY VASQUEZ HORVATH | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| AMI DESAI | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | COO | 29.00 | $263,376 | $47,215 | $0 |
| JILL HAWLEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP PHILAN./P | 35.00 | $240,631 | $75,490 | $0 |
| SANTHOSH RAMDOSS | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | PRES/CEO | 26.00 | $513,441 | $82,336 | $0 |
| CHYRISE HARRIS | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP COMM | 31.00 | $250,835 | $47,366 | $0 |
| ASHLEY HILL | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | SECRETARY | 29.00 | $0 | $0 | $0 |
| CAITLIN FINN | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP FIN/LEGAL | 26.00 | $270,275 | $61,986 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| AMANDA SKRZYPCHAK | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 33.00 | $276,669 | $29,869 |
| BRIAN HIATT | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 31.00 | $201,401 | $70,755 |
| STEFF CLOTHIER | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 35.00 | $208,120 | $57,976 |
| JULIE STONE | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 38.00 | $187,286 | $69,832 |
| CATHERINE TONER | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 30.00 | $205,062 | $44,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 24 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE 33RD TALENT CORPORATION | |||||
| 1705 17TH STREET SUITE 200 | DENVER | CO | 80202 | STAFFING AGENCY | $373,126 |
| THE CAPROCK GROUP INC | |||||
| 805 WEST IDAHO STREET SUITE 200 | BOISE | ID | 83702 | INV ADVISOR | $238,333 |
| TRIDENT AMERICAN DREAMS FUND I | |||||
| 15720 BRIXHAM HILL AVE SUITE 206 | CHARLOTTE | NC | 28277 | INV MGR | $221,809 |
| PROSONO LLC | |||||
| 1120 N LINCOLN ST SUITE 704 | DENVER | CO | 80203 | CONSULTING | $100,121 |
| SOCIAL IMPACT SOLUTIONS | |||||
| 147 NORMANS STREET | GOLDEN | CO | 80403 | CONSULTING | $86,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED STATEMENT | Description1Txt |
| Expenses1 | $2,982,232 | Expenses1Amt |
| Total | $2,982,232 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $200,141,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,309,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,431,155 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,881,533 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $205,881,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,088,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,793,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,139,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,139,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,686 | TotalTaxAmt |
| Distributable Before Adj | $10,105,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $820,687 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,926,667 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,926,667 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,607,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,982,232 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,589,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,926,667 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,404,094 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,130,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,886,545 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,427,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,440,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,288,540 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,589,670 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,926,667 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,663,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,951,543 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,404,094 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,547,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,130,026 | ExcessFromYear4Amt |
| Excess From Year3 | $4,886,545 | ExcessFromYear3Amt |
| Excess From Year2 | $3,427,153 | ExcessFromYear2Amt |
| Excess From Year1 | $4,440,722 | ExcessFromYear1Amt |
| Excess From Current Year | $9,663,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $8,513,776 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,513,776 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $1,155,833 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,155,833 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MY SPARK PROGRAM REVENUE | Desc |
| Related Or Exempt Function Incm | $1,817,895 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,331,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,531 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$354,230 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| INTEREST FROM PRIS | 14 | $122,844 | ||
| INCOME FROM PASSTHROUGHS | 14 | $861,809 | ||
| UBTI FROM PASSTHROUGHS | 523000 | -$1,083,779 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,077,248 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,962,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,817,895 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,702,813 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | AFTER-SCHOOL ACTIVITIES FOR DPS MIDDLE SCHOOLERS | RelationshipStatementTxt |
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 | KUNDINGER, CORDER & MONTOYA P.C. | CategoryTxt |
| Amt | $52,450 | Amt |
| Net Investment Income | $3,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,205 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN 2023, THE FOUNDATION FORMED MY SPARK LLC TO BUILD AND RUN A PROGRAM TO INCREASE ACCESS TO AFTER-SCHOOL AND EXTRACURRICULAR ACTIVITIES FOR YOUTH DURING THE 2023-2024 SCHOOL YEAR. THE FOUNDATION IS THE SOLE MEMBER OF THE LLC; ACCORDINGLY, ALL OF THE ACCOUNTS AND ACTIVITY OF THE LLC ARE INCLUDED IN THE FINANCIAL STATEMENTS OF THE FOUNDATION. ALL INTERCOMPANY ACTIVITY HAS BEEN ELIMINATED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MY SPARK LLC EXPERIENCED NET INCOME AS OF DECEMBER 31, 2023, TOTALING 1,226,762. | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $16,366 | PriorYearDepreciationAmt |
| Current Year Expense | $8,755 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SNW ASSET MANAGEMENT LLC | BondNm |
| EOY Book Value | $37,813,267 | EOYBookValueAmt |
| EOYFMV | $37,813,267 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETHIC INC | $44,984,172 | $44,984,172 |
| GENERATION IM GLOBAL EQUITY | ||
| VANGUARD FTSE EMERGING | $4,812,627 | $4,812,627 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCESS VENTURE PARTNERS IV | FMV | $1,170,638 | $1,170,638 |
| ACHIEVE PARTNERS | FMV | $5,718,673 | $5,718,673 |
| ALTHELIA | FMV | $2,211,863 | $2,211,863 |
| APIS & HERITAGE LEGACY FUND I | FMV | $949,453 | $949,453 |
| BETTER WEEKDAYS INC. | FMV | $100,000 | $100,000 |
| BREVET SPECIAL OPPORTUNITY FUND | FMV | $15,278,295 | $15,278,295 |
| BRIDGES VENTURES, LP | FMV | $1,484,381 | $1,484,381 |
| CHAMBA INC. | FMV | $100,000 | $100,000 |
| CIM ENTERPRISE FUND, LP | FMV | $5,136,943 | $5,136,943 |
| ELEVAR EQUITY FUND III | FMV | $6,448,758 | $6,448,758 |
| ESSENTIAL OWNERS FUND, L.P. | FMV | $30,448 | $30,448 |
| EVERYDAY LABS | FMV | $500,000 | $500,000 |
| GLOBAL SME GROWTH FUND LP | FMV | ||
| GREENBACKER RENEWABLE ENERGY CORPORA | FMV | $4,778,617 | $4,778,617 |
| GREYMATTER FUND I | FMV | $344,616 | $344,616 |
| GUARDIANS COLLECTIVE APP INC | FMV | $499,998 | $499,998 |
| HOMETEAM VENTURES FUND I, LP | FMV | $459,973 | $459,973 |
| HONEST JOBS, INC. | FMV | $100,000 | $100,000 |
| HUNTINGTON CAPITAL FUND III | FMV | $27,612 | $27,612 |
| IMPACT AMERICA FUND II, LP | FMV | $656,285 | $656,285 |
| IMPACT AMERICA FUND III, LP | FMV | $105,304 | $105,304 |
| KIMPACT EVERGREEN REAL ESTATE | FMV | $15,477,908 | $15,477,908 |
| KING STREET CAPITAL, LTD. | FMV | $157,592 | $157,592 |
| LANDED EDUCATORS II | FMV | $500,000 | $500,000 |
| LANDED HOMEOWNERSHIP IMPACT | FMV | $2,332,373 | $2,332,373 |
| LEARN CAPITAL VENTURE | FMV | $5,806,748 | $5,806,748 |
| LEARNSTART I | FMV | $2,275,742 | $2,275,742 |
| LEARNSTART II | FMV | $713,974 | $713,974 |
| LENDABLE SIV | FMV | $5,092,314 | $5,092,314 |
| LYME FOREST FUND IV, LP | FMV | $2,302,599 | $2,302,599 |
| MAIN STREET PHOENIX WORKERS | FMV | $115,100 | $115,100 |
| MOSAIC CAPITAL INVESTORS II LP | FMV | $1,358,270 | $1,358,270 |
| NEW ENERGY CAPITAL INFRASTRUCT | FMV | $146,897 | $146,897 |
| NEW MARKETS EDUCATION PTNRS III | FMV | $418,473 | $418,473 |
| NORTH SKY CLEAN GROWTH FUND IV | FMV | $560,498 | $560,498 |
| PARENTPOWERED, PBC | FMV | $220,000 | $220,000 |
| REACH III, LP | FMV | $2,460,851 | $2,460,851 |
| REACH IV, LP | FMV | $212,299 | $212,299 |
| RUTHLESS FOR GOOD FUND I | FMV | $277,156 | $277,156 |
| SARONA FRONTIER MARKETS FND II | FMV | $1,767,754 | $1,767,754 |
| SJF VENTURES IV | FMV | $2,090,969 | $2,090,969 |
| STAKE | FMV | $510,000 | $510,000 |
| TRIDENT | FMV | $2,436,449 | $2,436,449 |
| VISION RIDGE SUSTAINABLE ASSET | FMV | $1,903,686 | $1,903,686 |
| WONDERSCHOOL | FMV | $90,000 | $90,000 |
| ZEAL CAPITAL PARTNERS FUND I | FMV | $1,731,171 | $1,731,171 |
| ZEAL CAPITAL PARTNERS FUND II | FMV | $159,519 | $159,519 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SOFTWARE/EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $108,850 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $104,190 | AccumulatedDepreciationAmt |
| Book Value | $4,660 | BookValueAmt |
| EOYFMV | $4,660 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FAEGRE DRINKER BIDDLE & REACHT L | CategoryTxt |
| Legal Fees | $2,517 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,517 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $9,096,867 | $11,548,333 | $11,548,333 |
| PRI INTEREST RECEIVABLE | $85,908 | $85,908 | |
| INTEREST/DIVIDEND RECEIVABLE | $895,593 | $266,603 | $266,603 |
| INV DISTRIBUTION RECEIVABLE | $677,226 | $677,226 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $23,516 | $2,352 | $21,164 |
| PROFESSIONAL DEVELOPMENT | $15,256 | $1,526 | $13,730 |
| OFFICE EXPENSES | $199,417 | $19,942 | $179,475 |
| OTHER EXPENSES | $7,405 | $740 | $6,665 |
| BAD DEBT EXPENSE | $17,514 | $40 | |
| REFUND OF 2021 INCOME TAXES | -$146,053 | ||
| CHANGE IN EXCISE TAX ACCRUAL | -$89,184 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MY SPARK PROGRAM REVENUE | $1,817,895 | |
| INTEREST FROM PRIS | $122,844 | $122,844 |
| INCOME FROM PASSTHROUGHS | $861,809 | $861,809 |
| UBTI FROM PASSTHROUGHS | -$1,083,779 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,712,095 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER CONSULTING/PROFESSIONAL | $2,511,700 | $2,511,700 | |
| THE CAPROCK GROUP | $238,333 | $178,750 | |
| SNW ASSET MANAGEMENT LLC | $85,352 | $85,352 | |
| ETHIC INC. | $84,574 | $84,574 | |
| NEW MARKETS EDUCATION PARTNERS I | $7,549 | $5,662 | |
| TRIDENT | $221,809 | $166,356 | |
| ZEAL CAPITAL PARTNERS | $3,390 | $2,543 | |
| CHARLES SCHWAB | $14,131 | $14,131 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAX ESTIMATED PAYMENT | $25,000 | |
| DENVER OCC TAX | $48 | $48 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MY SPARK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931377689 | EIN |
| Desc | INITIAL CONTRIBUTION | Desc |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,000 | TotalAmt |
Comments