THE J C ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE J C ANDERSON FAMILY FOUNDATION (EIN 98-0537572)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-01-17
IRS object ID
202220179349100102
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-01-17T09:21:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN980537572EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JC ANDERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MICHELLE KASPERInCareOfNm
Business Name ControlJCANBusinessNameControlTxt
Foreign Phone4032997202ForeignPhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line12300 335-8TH AVE SWAddressLine1Txt
CityCALGARYCityNm
CountryCACountryCd
Foreign PostalT2P 1C9ForeignPostalCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE KASPERPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2022-01-17SignatureDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Foreign Org Meeting85 Pct TestYes (X)ForeignOrgMeeting85PctTestInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,227,160FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$0InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$0InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$0InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$242,015DividendsRevAndExpnssAmt
Dividends Net Invst Incm$0DividendsNetInvstIncmAmt
Dividends Adj Net Incm$242,015DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$0GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$56,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$848,941GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$0IncmModificationsAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm$0GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$298,221TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$242,015TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$0OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$0PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,168AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,168AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,168AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$0InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$0OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$0TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$0PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,168TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,168TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,168TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$413,716ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$413,716ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$416,884TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,168TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$416,884TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$118,663ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$238,847AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$265,700SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$141,917SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$141,917SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$12,495,649USGovernmentObligationsBOYAmt
US Government Obligations EOY$11,301,245USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$13,085,243USGovtObligationsEOYFMVAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$12,761,349TotalAssetsBOYAmt
Total Assets EOY$11,443,162TotalAssetsEOYAmt
Total Assets EOYFMV$13,227,160TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$12,761,349AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$11,443,162AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$12,761,349TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,443,162TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,761,349TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,443,162TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,761,349TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$118,663ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,642,686SubtotalAmt
Other Decreases$1,199,524OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,443,162TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

How AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
P$0$0
P$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMICHELLE KASPERIndividualWithBooksNm
Phone4032997202PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line12300 335 - 8TH AVE SWAddressLine1Txt
CityCALGARYCityNm
Province Or StateABProvinceOrStateNm
CountryCACountryCd
Foreign PostalT2P1C9ForeignPostalCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE KASPER
2300 355 - 8TH AVE SWCALGARYABCAT2P 1C9DIRECTOR5.00$0$0$0
CATHERINE MCKENZIE
2300 355 - 8TH AVE SWCALGARYABCAT2P 1C9DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE CALGARY FOUNDATION. 105 12 AVE. SE #1180 CALGARY AB T2G 1A1 CANADA PROVIDES AND FACILITATES COLLABORATIVE PHILANTHROPY BETWEEN DONORS AND COMMUNITY ORGANIZATIONS IN THE CALGARY AREADescription1Txt
Expenses1$137,905Expenses1Amt
Description2THE CALGARY FOUNDATION. 105 12 AVE. SE #1180 CALGARY AB T2G 1A1 CANADA PROVIDES AND FACILITATES COLLABORATIVE PHILANTHROPY BETWEEN DONORS AND COMMUNITY ORGANIZATIONS IN THE CALGARY AREADescription2Txt
Expenses2$89,452Expenses2Amt
Description3EASTER SEALS SOCIETY OF ALBERTA 811 MANNING RD NE #103 CALGARY AB T2E 7L4 CANADA SERVICES THAT FOSTER INCLUSION INDEPENDENCE & RECREATION FOR INDIVIDUALS & FAMILIES WITH DISABILITIES & MEDICAL CONDITIONSDescription3Txt
Expenses3$37,272Expenses3Amt
Description4HOMEFRONT SOCIETY FOR THE PREVENTION OF DOMESTIC VIOLENCE 620 7 AVE SW #501 CALGARY AB T2P 0Y8 CANADA ELIMINATING DOMESTIC VIOLENCE BY WORKING WITH THE JUSTICE SYSTEM POLICE & COMMUNITY PARTNERSDescription4Txt
Expenses4$22,363Expenses4Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,102,502AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$320,356AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,422,858TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,422,858AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,343CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,251,515NetVlNoncharitableAssetsAmt
Minimum Investment Return$562,576MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$562,576MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$562,576DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$562,576DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$562,576DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$416,884ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$416,884QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$416,884AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$562,576DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$416,884QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$562,576UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$238,847CurrentYearAmt
Year1$576,582Year1Amt
Year2$529,743Year2Amt
Year3$390,180Year3Amt
Total$1,735,352TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$203,020CurrentYearAmt
Year1$490,095Year1Amt
Year2$450,282Year2Amt
Year3$331,653Year3Amt
Total$1,475,049TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$416,884CurrentYearAmt
Year1$342,371Year1Amt
Year2$300,690Year2Amt
Year3$293,280Year3Amt
Total$1,353,225TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$416,884CurrentYearAmt
Year1$342,371Year1Amt
Year2$300,690Year2Amt
Year3$293,280Year3Amt
Total$1,353,225TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$13,227,160CurrentYearAmt
Year1$12,761,349Year1Amt
Year2$10,653,161Year2Amt
Year3$7,886,143Year3Amt
Total$44,527,813TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$13,227,160CurrentYearAmt
Year1$12,761,349Year1Amt
Year2$10,653,161Year2Amt
Year3$7,886,143Year3Amt
Total$44,527,813TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$375,051CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$375,051TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerN AContributingManagerNm
Shareholder ManagerN AShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE CALGARY FOUNDATION
105 12 AVE SE 1180CALGARYABAFT2G1A1No RelationshipNCCOLLABORATIVE PHILANTHROPY$137,905
THE CALGARY FOUNDATION
105 12 AVE SE 1180CALGARYABAFT2G1A1No RelationshipNCCOLLABORATIVE PHILANTHROPY$89,452
SHOCK TRAUMA AIR RESCUE SOCIETY
1441 AVIATION PARK NECALGARYABAFT2E8M7No RelationshipNCLIFE SAVING TRANSPORT TO CRITICALLY ILL & INJURED PATIENTS$18,636
HOMEFRONT SOCIETY FOR THE PREVENTIO
620 7 AVE SW 501CALGARYABAFT2P0Y8No RelationshipNCELIMINATING DOMESTIC VIOLENCE BY WORKING WITH THE JUSTICE SYSTEM POLICE & COMMUNITY PARTNERS$22,363
FRESH START RECOVERY CENTRE
411 41 AVE NECALGARYABAFT2E2N4No RelationshipNCADDICTION TREATMENT CENTRE$7,454
CALGARY SENIORS RESOURCE SOCIETY
3639 29 ST NECALGARYABAFT1Y5E1No RelationshipNCSERVICES TO SUPPORT ISOLATED AND AT-RISK SENIORS IN THE COMMUNITY$14,909
CAGARY INTER-FAITH FOOD BANK SOCIET
5000 11 ST SECALGARYABAFT2H2Y5No RelationshipNCEMERGENCY FOOD SUPPORT FOR FAMILIES IN CRISIS$3,727
CALGARY SENIORS RESOURCE SOCIETY
3639 26 St NECALGARYABAFT1Y 5E1No RelationshipNCSERVICES TO SUPPORT ISOLATED AND AT-RISK SENIORS IN THE COMMUNITY$18,636
EASTER SEALS ALBERTA SOCIETY
811 MANNING RD NE 103CALGARYABAFT2E 7L4No RelationshipNCSERVICES THAT FOSTER INCLUSION INDEPENDENCE AND RECREATION FOR INDIVIDUALS AND FAMILIES WITH DISABILITIES AND MEDICAL CONDITIONS$37,272
THE CALGARY HUMANE SOCIETY
4455 110 AVE SECALGARYABAFT2C2T7No RelationshipNCANIMAL WELFARE AND ADOPTION SERVICES$7,454
CALGARY HUMANE SOCEITY
4455 110 AVE SECALGARYABAFT2C2T7No RelationshipNCANIMAL WELFARE & ADOPTIONS SERVICES$9,318
BC GUIDE DOG SERVICES
7061 LADNER TRUNK RDDELTABCAFV4K3N3No RelationshipNCTHE RAISING & TRAINING OF GUIDE DOGS FOR INDIVIDUALS WHO ARE VISUALLY IMPAIRED$11,182
CALGARY JOHN HOWARD SOCIETY
4502 BUILDERS RD SE 1000CALGARYABAFT2G4C6No RelationshipNCSUPPORTING THE REDUCTION OF INCIDENCE OF CRIME AND INCREASING COMMUNITY SAFETY$7,454
CALGARY HOMELESS FOUNDATION
615 MACLEOD TRAIL SE 1500CALGARYABAFT2G 4T8No RelationshipNCSERVICES TO REDUCE HOMELESSNESS$9,318
WELLSPRING CALGARY
1404 HOME RD NWCALGARYABAFT3B1G7No RelationshipNCSERVICES TO MEET THE EMOTIONAL SOCIAL & RESTORATIVE NEEDS OF PEOPLE LIVING WITH CANCER$18,636
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$413,716TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (7 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,168Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$3,168AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,168DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNO STATESExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetRBC ROYAL TRUST 464 34721AssetDesc
How AcquiredPurchaseHowAcquiredTxt
Gross Sales Price$848,941GrossSalesPriceAmt
Basis$792,735BasisAmt
Sales Expense$0SalesExpenseAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$12,495,649USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$13,085,243USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$11,301,245StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$13,085,243StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF REVENUE OVER EXPENSES & DISBURSEMENTSDesc
Amt$1,199,524Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF REVENUE OVER EXPENSES & DISBURSEMENTSDesc
Amt$0Amt

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