RAKOWICH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RAKOWICH FAMILY FOUNDATION INC (EIN 46-0933919)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-01
- IRS object ID
- 202212139349100471
- Schema version
- 2021v4.2
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T13:44:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GF&R LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5619 DTC Parkway Ste 475 | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460933919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rakowich Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WALTER C RAKOWICH | InCareOfNm |
| Business Name Control | RAKO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Lincoln Street MAC C7300-498 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Walter Rakowich | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7202661040 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Walter | PersonFirstNm |
| Person Last | Rakowich | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON REDMAN | PreparerPersonNm |
| PTIN | P01078042 | PTIN |
| Phone | 7202661040 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,858,078 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,450 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,450 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $480,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $760,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $497,914 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,935 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,935 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,935 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $527,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,385 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,460 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,460 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $600 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $600 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $17,994 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,994 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,994 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,054 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,054 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,331 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,003 | CashBOYAmt |
| Cash EOY | $227,944 | CashEOYAmt |
| Cash EOYFMV | $227,944 | CashEOYFMVAmt |
| US Government Obligations BOY | $686,835 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $662,266 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $662,266 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,773,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,780,335 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,780,335 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $167,016 | OtherAssetsBOYAmt |
| Other Assets EOY | $187,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $187,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,681,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,858,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,858,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,681,044 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,858,078 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,681,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,681,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,858,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,681,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,940 | OtherIncreasesAmt |
| Subtotal | $2,858,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,858,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO #5500 STCG/L COVERED | $58,944 | $48,026 | $10,918 | $10,918 | |
| WELLS FARGO #5500 LTCG/L COVERED | $503,331 | $223,257 | $280,074 | $280,074 | |
| WELLS FARGO #5500 LTCG/L NONCOVERED | $198,628 | $9,432 | $189,196 | $189,196 | |
| CAPITAL GAIN DIVIDENDS | $17,726 | P | |||
| CAPITAL GAIN DIVIDENDS | $17,726 | P | |||
| CAPITAL GAIN DIVIDENDS | $17,726 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $497,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,287 | SubtotalAmt |
| Tax Based On Investment Income | $7,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,604 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,604 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,683 | 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 | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER C RAKOWICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7202661040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 SOUTH LAFAYETTE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER C RAKOWICH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 S LAFEYETTE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFT TO COLORADO OPEN GOLF FOUNDATION | Description1Txt |
| Expenses1 | $75,000 | Expenses1Amt |
| Description2 | GIFT TO COLORADO UPLIFT GPT THE PLEDGE PAYMENT | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | GIFT TO PIVOT FOUNDATION | Description3Txt |
| Expenses3 | $100,000 | Expenses3Amt |
| Description4 | GIFT TO THE GREENWOOD COMMUNITY CHURCH | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,817,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,861,051 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,861,051 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $390,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,470,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,287 | TotalTaxAmt |
| Distributable Before Adj | $66,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,244 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $390,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,158 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,567 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $291,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,273 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $697,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $66,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $324,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,021,811 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,158 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $990,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,567 | ExcessFromYear4Amt |
| Excess From Year3 | $291,976 | ExcessFromYear3Amt |
| Excess From Year2 | $197,273 | ExcessFromYear2Amt |
| Excess From Year1 | $127,656 | ExcessFromYear1Amt |
| Excess From Current Year | $324,181 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CEO Forum Inc | ||||||||
| 15475 Gleneagle Drive | Colorado Springs | CO | 80921 | Unrelated | EOF | unrestricted | $20,000 | |
| Alliance for Choice in Education - ACE | ||||||||
| 5251 DTC Parkway | Greenwood Village | CO | 80111 | Unrelated | EOF | unrestricted | $10,000 | Suite 1150 |
| Pennsylvania State University | ||||||||
| 2583 Gateway Dr | State College | PA | 16801 | Unrelated | EOF | Class Gift Campaign | $12,500 | Suite 130 |
| Downing Street Foundation | ||||||||
| 3680 S Downing St | Englewood | CO | 80113 | Unrelated | EOF | unrestricted | $10,000 | |
| Colorado Uplift | ||||||||
| 400 W 48th Avenue | Denver | CO | 80216 | Unrelated | EOF | UNRESTRICTED | $100,000 | Suite 250 |
| Denver Scholarship Foundation | ||||||||
| 789 Sherman Street Suite 610 | Denver | CO | 80203 | Unrelated | EOF | UNRESTRICTED | $2,000 | |
| Hope Haven Charitable Trust | ||||||||
| 2417 N Perry Park Rd | Sedalia | CO | 801358533 | Unrelated | EOF | student sponsorship | $5,000 | |
| Greenwood Community Church | ||||||||
| 5600 E Belleview Ave | Greenwood Village | CO | 80111 | Unrelated | EOF | Unrestricted | $25,000 | |
| John Lester Foundation | ||||||||
| 105 Glenmoor Lane | Englewood | CO | 80113 | unrelated | EOF | general operating | $10,000 | |
| Spaulding Leadership Institute | ||||||||
| 1620 North Little Raven St Suite 7 | Denver | CO | 80202 | unrelated | EOF | scholarships | $14,925 | |
| Pivot Foundation | ||||||||
| 1312 17th Street Suite 609 | Denver | CO | 80202 | 2021 Pivot Trustee | EOF | Trustee Contribution | $100,000 | |
| Prostrate Cancer Education Council | ||||||||
| 7208 S Tucson Way Suite 230 | Centennial | CO | 80112 | unrelated | EOF | cancer golf event | $5,000 | |
| Colorado Open Golf Foundation | ||||||||
| 20309 E 48th Place | Denver | CO | 80249 | Unrelated | EOF | The Championship Team | $75,000 | |
| Capital Sisters International Inc | ||||||||
| 227 Lamb Ln | Golden | CO | 804019424 | Unrelated | EOF | Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $480,188 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO #66945500 | Desc |
| Unrelated Business Taxbl Incm | $1,935 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,935 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $525,638 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $527,573 | TotalIncomeProducingActyAmt |
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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | During its history the Foundation has always distributed at least $174,504 in grants. As a result, the cash deemed for charitable activities has been raised to this amount. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ASSETS | Desc |
| BOY Book Value | $167,016 | BOYBookValueAmt |
| EOY Book Value | $187,533 | EOYBookValueAmt |
| EOYFMV | $187,533 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES WF #5500 | Desc |
| Revenue And Expenses Per Books | $17,994 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,994 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Wells Fargo #5500 | Desc |
| Revenue And Expenses Per Books | $1,935 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,935 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,935 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,460 | Amt |
| Net Investment Income | $2,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,460 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
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