ROWAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROWAN FAMILY FOUNDATION (EIN 46-4386248)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-29
- IRS object ID
- 202102109349100405
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-29T07:50:27-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841241825 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RG Fowler & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5460 S Quebec Street 230 | AddressLine1Txt |
| City | Englewood | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464386248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWA | BusinessNameControlTxt |
| Phone | 4257663625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 E HARVARD AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY ROWAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | ROWAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT G FOWLER | PreparerPersonNm |
| PTIN | P00437791 | PTIN |
| Phone | 3038430323 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $658,707 | 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 | $300,662 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $328,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,331 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,106 | AccountingFeesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,769 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,769 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,231 | CashBOYAmt |
| Cash EOY | $16,908 | CashEOYAmt |
| Cash EOYFMV | $16,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,940 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $58,084 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,330 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,282 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $122,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $176,407 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $397,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $199,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $436,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $658,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $199,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $436,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $199,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $436,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $436,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $199,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,669 | ExcessRevenueOverExpensesAmt |
| Subtotal | $436,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $436,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14157.397 JPM Prime MM Fd - Premier Fund 350 | P | 2020-04-09 | 2020-05-14 | $14,173 | $14,160 | $13 | $13 |
| 29973.024 JPM Prime MM Fd - Premier Fund 350 | P | 2020-04-09 | 2020-07-22 | $30,000 | $29,979 | $21 | $21 |
| 17174.611 JPM Prime MM Fd - Premier Fund 350 | P | 2020-04-09 | 2020-10-07 | $17,188 | $17,178 | $10 | $10 |
| 566.236 JPM Core Bond Fd | P | 2016-01-01 | 2020-10-07 | $6,983 | $6,614 | $369 | $369 |
| JPM Core Bond Fd | P | 2020-01-01 | 2020-10-07 | $27 | $27 | $27 | |
| 1545.515 JPM Core Bond Fd | P | 2016-01-01 | 2020-11-17 | $19,211 | $17,886 | $1,325 | $1,325 |
| 1309.748 JPM Core Bond Fd | P | 2016-01-01 | 2020-12-17 | $16,057 | $15,134 | $923 | $923 |
| JPM Core Bond Fd | P | 2020-01-01 | 2020-12-17 | $1 | $1 | $1 | |
| 145 Anhui Conch Cement | D | 2016-01-01 | 2020-12-17 | $4,520 | $1,705 | $2,815 | $2,815 |
| 212 HDFC Bank LTD | D | 2016-01-01 | 2020-12-17 | $14,844 | $6,012 | $8,832 | $8,832 |
| 85 Netease Inc | D | 2016-01-01 | 2020-12-17 | $7,679 | $2,401 | $5,278 | $5,278 |
| 67 Techtronic Industries | D | 2016-01-01 | 2020-12-17 | $4,619 | $1,140 | $3,479 | $3,479 |
| Capital Gain Dividends | $204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $337 | SubtotalAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,298 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,298 | TotalPaymentsAndCreditsAmt |
| Overpayment | $961 | OverpaymentAmt |
| Applied To ES Tax | $961 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | 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 | BARRY ROWAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4257663625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 E HARVARD AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80231 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BARRY ROWAN | ||||||
| 9191 E HARVARD AVE | DENVER | CO | 80231 | President | 10.00 | $0 |
| LINDA ROWAN | ||||||
| 9191 E HARVARD AVE | DENVER | CO | 80231 | VP/TREASURER | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $297,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $14,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,218 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,218 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $88,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,338 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,806 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $331,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,218 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,880 | RemainingDistriFromCorpusAmt |
| Total Corpus | $405,024 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,806 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $375,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,497 | ExcessFromYear4Amt |
| Excess From Year3 | $51,189 | ExcessFromYear3Amt |
| Excess From Year2 | $88,623 | ExcessFromYear2Amt |
| Excess From Year1 | $102,029 | ExcessFromYear1Amt |
| Excess From Current Year | $73,880 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WORLD VISION | |||||||
| PO Box 9716 | FEDERAL WAY | WA | 98063 | NONE | 501(C)(3) | HUMANITARIAN | $45,000 |
| ARRUPE JESUIT HIGH SCHOOL | |||||||
| 4343 UTICA STREET | DENVER | CO | 80212 | NONE | 501(C)(3) | WORK STUDY PROGRAM | $2,600 |
| AMIGOS DE JESUS ORPHANAGE | |||||||
| 126 WOODLAND AVE | MALVERN | PA | 19355 | NONE | 501(C)(3) | HUMANITARIAN OUTREACH PROGRAM | $16,799 |
| GORDON COLLEGE | |||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| 4WORD | |||||||
| 4516 LOVERS LANE SUITE 205 | DALLAS | TX | 75225 | NONE | 501(C)(3) | MENTORSHIP | $2,050 |
| DENVER INSTITUTE FOR FAITH AND WORK | |||||||
| 600 N GRANT ST WUITE 722 | DENVER | CO | 80203 | NONE | 501(C)(3) | CHRISTIAN MINISTRY IN THE WORKFORCE | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | 501(C)(3) | YOUTH DEVELOPMENT-RELIGIOUS LEADERSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,449 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,331 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARRY AND LINDA ROWAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9191 E HARVARD AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $378,018 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Various Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $203,018 | FairMarketValueAmt |
| Received | 2020-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,106 | Amt |
| Net Investment Income | $4,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM GLBL BD OPP FD - SEL FUND 3294 | $49,241 | $50,192 |
| JPM CORE BD FD - SEL FUND 3720 | ||
| JPM MTGE BACKED SEC | $50,089 | $50,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| US LARGE CAP - SEE ATTACHED | AT COST | $154,135 | $307,358 |
| EMERGING MARKET EQUITY - SEE ATTACHED | AT COST | $22,272 | $90,219 |