GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN FAMILY FOUNDATION (EIN 84-1465899)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-12
- IRS object ID
- 202511639349100806
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-12T10:17:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993186618 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAEF & ZINK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 S COLORADO BLVD STE 450-N | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | 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 | 841465899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 3037591766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5910 S UNIVERSITY BLVD C18 362 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART WINGFIELD GILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037591766 | PhoneNum |
| Signature | 2025-06-12 | 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 | MICHAEL C GRAEF | PreparerPersonNm |
| PTIN | P00038238 | PTIN |
| Phone | 7203031865 | PhoneNum |
| Preparation | 2025-05-19 | 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 | $1,292,902 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,506 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $150,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $528 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $528 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,631 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,641 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $208,553 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $217,950 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $218,108 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $493,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $512,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $978,618 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $711,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $802,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,292,902 | 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 | $711,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $802,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $711,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $802,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $711,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $802,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $711,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $802,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $802,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB (DETAILS UPON REQUEST) | P | 2024-01-01 | 2024-12-31 | $124,222 | $139,717 | -$15,495 | -$15,495 |
| CHARLES SCHWAB (DETAILS UPON REQUEST) | P | 2024-01-01 | 2024-12-31 | $394,919 | $254,594 | $140,325 | $140,325 |
| CHARLES SCHWAB MARKET DISCOUNT ADJUSTMENT | P | 2024-01-01 | 2024-12-31 | $1,675 | $1,675 | $1,675 | |
| ENERGY TRANSFER LP (DETAILS UPON REQUEST) | P | 2024-01-01 | 2024-12-31 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $631 | 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 | $631 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,296 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEWART GILMAN | IndividualWithBooksNm |
| Phone | 3037591766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANNE GILMAN PICKARD | |||||||||
| 1900 EAST GIRARD PLACE APT 1004 | ENGLEWOOD | CO | 80113 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| STUART WINGFIELD GILMAN | |||||||||
| 5910 SOUTH UNIVERSITY BLVD SUITE | GREENWOOD VILLAGE | CO | 80121 | DIRECTOR | 0.00 | $0 | $0 | $0 | C18 BOX 362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,178,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,201,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,201,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,183,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,927 | TotalTaxAmt |
| Distributable Before Adj | $57,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,548 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,985 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLACK BELT FOUNDATION | ||||||
| 5135 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 801113302 | PC | CHANGING THE WORLD THROUGH TAEKWONDO | $1,000 |
| BRENT ELEY FOUNDATION | ||||||
| 11980 E 16TH AVE | AURORA | CO | 80010 | PC | SOCIAL SERVICES | $500 |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | ||||||
| 4875 WARD RD SUITE 100 | WHEAT RIDGE | CO | 80033 | PC | TO PROVIDE PERFORMING ARTS TO THE MOUNTAIN COMMUNITY | $1,500 |
| COLORADO PUBLIC RADIO | ||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | PC | NEWS AND EDUCATION | $1,000 |
| DENVER ACADEMY | ||||||
| 4400 EAST ILIFF AVENUE | DENVER | CO | 80222 | PC | EDUCATION | $10,000 |
| DENVER ART MUSEUM | ||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | PC | ART WORKS | $1,000 |
| DENVER BOTANIC GARDENS | ||||||
| 909 YORK ST | DENVER | CO | 80206 | PC | CONNECTING PEOPLE WITH PLANTS | $3,000 |
| DENVER CENTER FOR PERFORMING ARTS | ||||||
| 1101 13TH ST | DENVER | CO | 80204 | PC | PERFORMING ARTS | $2,500 |
| DENVER DUMB FRIENDS LEAGUE | ||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | PC | END PET HOMELESSNESS AND ANIMAL SUFFERING | $1,000 |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | PC | EMPOWERING COMMUNITY THAT LOVES, UNDERSTANDS, AND PROTECTS OUR NATURAL WORLD | $500 |
| HIGH LINE CANAL CONSERVANCY | ||||||
| 4010 E ORCHARD ROAD | CENTENNIAL | CO | 80121 | PC | TO PRESERVE, PROTECT AND ENHANCE THE HIGH LINE CANAL IN THE DENVER COMMUNITY | $500 |
| MESA VERDE FOUNDATION | ||||||
| 8600 RALSTON ROAD SUITE 100 | ARVADA | CO | 80002 | PC | PROMOTE NATIONAL PARKS | $2,100 |
| PERFORMANCE NOW THEATRE COMPANY | ||||||
| 9833 SOUTH ROCK DOVE LANE | LITTLETON | CO | 80129 | PC | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $500 |
| ROCKY MOUNTAIN PBS | ||||||
| PO BOX 173704 | DENVER | CO | 80217 | PC | DYMANIC MULTIFACETED PUBLIC TELECOMMUNICATIONS | $1,000 |
| ST FRANCIS CENTER | ||||||
| 2323 CURTIS STREET | DENVER | CO | 80205 | PC | REFUGE FOR MEN AND WOMEN WHO ARE HOMELESS IN DENVER | $10,000 |
| THACHER SCHOOL | ||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | PC | CHILDHOOD EDUCATION | $2,500 |
| TOWN HALL ARTS CENTER | ||||||
| 2450 W MAIN ST | LITTLETON | CO | 80120 | PC | ARTS | $500 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | PC | COMMUNITY ENGAGEMENT AND FACILITATING PHILANTHROPIC SUPPORT ON BEHALF OF THE CHILDREN AND FAMILIES | $5,000 |
| ROCKY MOUNTAIN REPATORY THEATER | ||||||
| 800 GRAND AVE | GRAND LAKE | CO | 80447 | PC | PROVIDES A DYNAMIC AND FULFILLING THEATRICAL EXPERIENCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,100 | 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 | $23,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,220 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $53,459 | $68,997 |
| ADVANCED MICRO DEVICE IN | $13,730 | $40,465 |
| ALPHABET INC | $18,807 | $56,790 |
| APPLE INC | $9,747 | $46,077 |
| AUTO DATA PROCESSING | $53,918 | $79,037 |
| BERKSHIRE HATHAWAY | $27,702 | $43,062 |
| BROADCOM INC | $30,572 | $104,328 |
| ELI LILLY AND CO | $78,060 | $73,340 |
| HOME DEPOT INC | $27,762 | $54,459 |
| IBM CORP | $59,800 | $91,229 |
| JP MORGAN CHASE & CO | $29,411 | $49,141 |
| MICROSOFT CORP | $25,974 | $69,548 |
| NVIDIA CORP | $2,613 | $73,860 |
| ONEOK INC | $60,216 | $90,360 |
| VISA INC | $20,557 | $37,925 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $217,950 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $218,108 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $63,293 | BookValueAmt |
| EOYFMV | $87,176 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $25 | $0 |
| OTHER CONTRIBUTIONS FROM INVESTMENTS | $3 | $3 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,033 | Amt |
| Net Investment Income | $11,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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