THE KIRBY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE KIRBY FOUNDATION (EIN 47-2236472)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349105355
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:03:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841565922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILMAS & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1371 HECLA DRIVE SUITE D110 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800272329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472236472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRBY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRB | BusinessNameControlTxt |
| Phone | 9704122805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 12TH STREET SW | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805376311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J KIRBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9704122805 | PhoneNum |
| Signature | 2025-05-14 | 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 | ARIC T HILMAS CPA | PreparerPersonNm |
| PTIN | P00075447 | PTIN |
| Phone | 3036042191 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,765 | 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 | $400,634 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,306 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,306 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,079 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17,079 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $421,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,385 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,385 | 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 |
| Legal Fees Rev And Expnss | $6,552 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $655 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $655 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,897 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,793 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $479 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $479 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,314 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $513,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20,544 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $493,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $524,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,678 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $503,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $524,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,678 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,598 | CashBOYAmt |
| Cash EOY | $46,654 | CashEOYAmt |
| Cash EOYFMV | $46,654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,764 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $161,168 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,347 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $230,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,765 | 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 | $230,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $139,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $230,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $230,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $230,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,031 | OtherIncreasesAmt |
| Subtotal | $139,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 230 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-04-17 | 2024-06-10 | $79,770 | $74,575 | $5,195 | $5,195 |
| 80 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-04-17 | 2024-06-28 | $29,360 | $25,939 | $3,421 | $3,421 |
| 11 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-06-14 | 2024-06-28 | $4,037 | $3,994 | $43 | $43 |
| 189 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-06-14 | 2024-06-28 | $69,363 | $68,626 | $737 | $737 |
| 80 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-06-14 | 2024-08-06 | $27,265 | $29,048 | -$1,783 | -$1,783 |
| 150 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-08-06 | 2024-08-07 | $50,750 | $50,454 | $296 | $296 |
| 220 SHS ISHARES RUSSELL 1000 GROWTH ETF | D | 2024-08-06 | 2024-11-05 | $83,169 | $73,999 | $9,170 | $9,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,079 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,079 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | 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 | WWW.THEFUSEPATHWAY.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRBY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9704122805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 12TH STREET SW | AddressLine1Txt |
| City | LOVELAND | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805376311 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J KIRBY | ||||||||
| 155 12TH STREET SW | LOVELAND | CO | 805376311 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHRIS BURTON | ||||||||
| 155 12TH STREET SW | LOVELAND | CO | 805376311 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NGNG ENTERPRISES | |||||
| 1671 ILLINGWORTH DRIVE | WINDSOR | CO | 80550 | MARKETING, WEB | $154,063 |
| CHRIS BURTON MARKETING STRATEGY LLC | |||||
| 3847 BUCKTHORN DRIVE | LONGMONT | CO | 80503 | MARKETING | $117,000 |
| FRUITION GROWTH LLC | |||||
| 616 E SPEER BOULEVARD | DENVER | CO | 80203 | MARKETING | $84,218 |
| GREENLEAF BOOK GROUP LLC | |||||
| 4005 BANISTER LANE | AUSTIN | TX | 78704 | MARKETING, PUBLISHING | $79,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED TO SHARE WITH THE GENERAL PUBLIC THE CREATIVE AND ARTISTIC ACCOMPLISHMENTS OF PAUL KIRBY; TO EDUCATE, EXCITE AND INSPIRE THE GENERAL PUBLIC ABOUT UNIQUE OPPORTUNITIES POSSIBLE, ARTISTIC AND OTHERWISE, THAT MAY ARISE WHEN CREATIVELY FUSING ART, SCIENCE AND TECHNOLOGY; TO ENCOURAGE INDIVIDUALS TO EXPAND THEIR BOUNDARIES, SEEK THEIR OWN OPPORTUNITIES, AND PERHAPS FULFILL THEIR OWN DREAMS, BY CREATIVELY FUSING MULTIPLE DISCIPLINES IN MANNERS THEY MAY NOT HAVE PREVIOUSLY CONSIDERED; AND TO PRESERVE THE ART, TECHNOLOGY AND CREATIVITY OF PAUL KIRBY.THE KIRBY FOUNDATION EDUCATES, INSPIRES, FASCINATES AND ENCOURAGES THROUGH LECTURES, WRITING, SEMINARS, SUMMITS, STUDIO TOURS AND CONVERSATION WITH FUSIONEERS NEAR AND FAR. | Description1Txt |
| Expenses1 | $503,266 | Expenses1Amt |
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 | $93,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $162,567 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $162,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $160,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $503,266 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-08-28 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $13 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $13 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $11 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $11 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $503,266 | CurrentYearAmt |
| Year1 | $238,091 | Year1Amt |
| Year2 | $695,832 | Year2Amt |
| Year3 | $172,958 | Year3Amt |
| Total | $1,610,147 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $503,266 | CurrentYearAmt |
| Year1 | $238,091 | Year1Amt |
| Year2 | $695,832 | Year2Amt |
| Year3 | $172,958 | Year3Amt |
| Total | $1,610,147 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,337 | CurrentYearAmt |
| Year1 | $5,301 | Year1Amt |
| Year2 | $6,475 | Year2Amt |
| Year3 | $5,769 | Year3Amt |
| Total | $22,882 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL J KIRBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $3,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,385 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PAUL KIRBY | ||||||
| 1 | 155 12TH STREET SW | LOVELAND | CO | 805376311 | $100,514 | Yes (X) |
| PAUL KIRBY | ||||||
| 2 | 155 12TH STREET SW | LOVELAND | CO | 805376311 | $101,668 | Yes (X) |
| PAUL KIRBY | ||||||
| 3 | 155 12TH STREET SW | LOVELAND | CO | 805376311 | $198,452 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 310 SHS ISHARES RUSSELL 1000 GROWTH ETF | $100,514 | 2024-04-17 |
| 2 | 280 SHS ISHARES RUSSELL 1000 GROWTH ETF | $101,668 | 2024-06-14 |
| 3 | 590 SHS ISHARES RUSSELL 1000 GROWTH ETF | $198,452 | 2024-08-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,793 | Amt |
| Net Investment Income | $479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $479 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,314 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 220 SHS ISHARES RUSSELL 1000 GROWTH ETF | StockNm |
| EOY Book Value | $88,347 | EOYBookValueAmt |
| EOYFMV | $88,347 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,552 | LegalFeesAmt |
| Net Investment Income | $655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $655 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,897 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETING, FILM PRODUCTION, PUBLISHING | Desc |
| Revenue And Expenses Per Books | $513,599 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,544 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $493,055 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $13,031 | Amt |
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