RUTH A CARVER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUTH A CARVER FOUNDATION (EIN 47-5169797)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202103059349101600
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T16:47:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Anderson | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 W Madison Street Suite 1600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | 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 | 475169797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH A CARVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5632994567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH CARVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5632994567 | PhoneNum |
| Signature | 2021-10-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUTH | PersonFirstNm |
| Person Last | CARVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01360782 | PTIN |
| Phone | 3123761125 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,708,790 | 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 |
| Interest On Sav Rev And Expnss | $35,935 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,935 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,793,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $310,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $387,390 | 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 |
| Legal Fees Rev And Expnss | $3,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,268 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,418 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $341,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,241 | CashBOYAmt |
| Cash EOY | $217,418 | CashEOYAmt |
| Cash EOYFMV | $217,418 | CashEOYFMVAmt |
| Acct Rcvbl | $1,056 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,056 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,056 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,453,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,750,223 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,381,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,099,887 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,019,329 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,053,139 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $161,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $143,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,978,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,131,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,708,790 | 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 | $3,978,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,131,180 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,978,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,131,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,978,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,131,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,978,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,775 | OtherIncreasesAmt |
| Subtotal | $4,152,802 | SubtotalAmt |
| Other Decreases | $21,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,131,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75000 ADT CORP | P | 2015-03-04 | 2020-09-21 | $79,492 | $76,086 | $3,406 | $3,406 |
| SHORT TERM COVERED TRADES 7848 ACCOUNT | P | 2020-01-01 | 2020-12-31 | $407,332 | $463,129 | -$55,797 | -$55,797 |
| LONG TERM COVERED TRADES 7848 ACCOUNT | P | 2019-01-01 | 2020-12-31 | $1,189,393 | $829,500 | $359,893 | $359,893 |
| LONG TERM NON-COVERED TRADES 7848 ACCOUNT | P | 2019-01-01 | 2020-12-31 | $14,639 | $12,942 | $1,697 | $1,697 |
| 50000 DAVITA HEALTHCARE | P | 2017-10-12 | 2020-07-15 | $50,854 | $50,174 | $680 | $680 |
| 50000 GAP SR BOND | P | 2017-06-19 | 2020-05-08 | $51,465 | $50,924 | $541 | $541 |
| SHORT TERM NON-COVERED TRADES 7848 ACCOUNT | P | 2020-01-01 | 2020-12-31 | $16 | $16 | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,616 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,916 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,163 | OverpaymentAmt |
| Applied To ES Tax | $5,163 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | RUTH A CARVER | IndividualWithBooksNm |
| Phone | 5632994567 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH A CARVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,761,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $239,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,000,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,000,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,925,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,753 | TotalTaxAmt |
| Distributable Before Adj | $241,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,634 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,634 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $183,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,634 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,185 | 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 | $193,352 | 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) |
|---|---|---|
| Contributing Manager | RUTH A CARVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A WAY OUT | |||||||
| PO BOX 10825 | ASPEN | CO | 81612 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| ANDERSON RANCH ARTS CENTER (2) | |||||||
| 5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | N/A | 501(C)(3) | GENERAL | $7,400 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES (2) | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | ENVIRONMENTAL | $7,500 |
| ASPEN COMMUNITY CHURCH | |||||||
| 200 EAST BLEEKER STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | RELIGIOUS | $24,940 |
| ASPEN HOPE CENTER | |||||||
| PO BOX 1115 | BASALT | CO | 81621 | N/A | 501(C)(3) | GENERAL | $500 |
| ASPEN FILM FESTIVAL | |||||||
| 113 EAST HALLAM SUITE 103 | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $1,225 |
| ASPEN HISTORICAL SOCIETY (2) | |||||||
| 620 WEST BLEEKER STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 |
| ASPEN HOMELESS SHELTER | |||||||
| 405 CASTLE CREEK RD 12 | ASPEN | CO | 81611 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| ASPEN INSTITUTE (AMFS SCHOOL BENEFIT) | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | EDUCATIONAL | $30,600 |
| ASPEN INSTITUTE (ASPEN WORDS) | |||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ASPEN INSTITUTE | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | EDUCATIONAL | $3,300 |
| ASPEN INSTITUTE SOCIETY OF FELLOWS (PRESIDENT'S SOCIETY) | |||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL | $10,000 |
| ASPEN JOURNALISM | |||||||
| PO BOX 10101 | ASPEN | CO | 81612 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 |
| ASPEN SANTA FE BALLET (5) | |||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $43,600 |
| ASPEN HALL OF FAME | |||||||
| PO BOX 510 | ASPEN | CO | 81612 | N/A | 501(C)(3) | EDUCATIONAL | $150 |
| ASPEN COUNTRY DAY SCHOOL | |||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $100 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| CORNELL COLLEGE | |||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | 501(C)(3) | MEDICAL | $500 |
| DENVER ART MUSEUM (2) | |||||||
| 100 W 14TH AVENUE PKWY | DENVER | CO | 80204 | N/A | 501(C)(3) | EDUCATIONAL | $2,719 |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | |||||||
| 53 W JACKSON BLVD | CHICAGO | IL | 60604 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| FRIENDS OF FLORENCE | |||||||
| 4545 W STREET NW | WASHINGTON | DC | 20007 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| INDEPENDENCE PASS FOUNDATION | |||||||
| PO BOX 1700 | ASPEN | CO | 81612 | N/A | 501(C)(3) | ENVIRONMENTAL | $500 |
| ENGLISH IN ACTION | |||||||
| PO BOX 4856 | BASALT | CO | 81612 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| ROCKY MOUNTAIN PUBLIC BROADCASTING | |||||||
| 1089 BANNOCK STREET | DENVER | CO | 80204 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| UNIVERSITY OF IOWA-MUSEUM OF ART REBUILD | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | N/A | 501(C)(3) | EDUCATIONAL | $25,000 |
| MOUNTAIN RESCUE | |||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | N/A | 501(C)(3) | GENERAL | $500 |
| ARCHAELOGICAL INSTITUTE OF AMERICA | |||||||
| 44 BEACON STREET | BOSTON | MA | 02108 | N/A | 501(C)(3) | EDUCATIONAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,634 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,935 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $310,436 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,390 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75000 NETFLIX SR NOTE 2/21 | $75,056 | $75,281 |
| 100000 REPUBLIC NY 5/21 | $102,247 | $102,929 |
| 100000 JABRIL CIRCUIT NOTE 9/22 | $101,865 | $106,534 |
| 25000 CVS HEALTH COPR 3/21 | $25,017 | $25,137 |
| 100000 BANK OF NEW YORK MELLON 9/21 | $100,409 | $102,131 |
| 50000 CITIGROUP UNSECURED 12/21 | $50,063 | $51,080 |
| 50000 WYNDHAM WORLDWIDE 4.25% 3/22 | $50,348 | $51,125 |
| 100000 BB&T CORP MED TERM NOTE 3/22 | $100,752 | $104,074 |
| 50000 TOYOTA MOTOR CREDIT 1/23 | $49,740 | $52,353 |
| 50000 CAPITAL ONE SR UNSECURED 1/23 | $49,577 | $52,677 |
| 50000 FEDERAL REALTY INV TR 6/23 | $48,897 | $52,202 |
| 100000 DOWDUPONT SR NOTE 11/23 | $105,471 | $110,316 |
| 50000 JP MORGAN CHASE 9/24 | $50,569 | $55,977 |
| 100000 SYSCO CORP 3/25 | $109,318 | $111,323 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MANAGED BROKER ACCOUNT | StockNm |
| EOY Book Value | $2,750,223 | EOYBookValueAmt |
| EOYFMV | $4,381,039 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 187 GROSVENOR GSOCS II | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $143,154 | BookValueAmt |
| EOYFMV | $56,138 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEAL GERBER EISENBERG | $175 | $175 | $0 |
| TAX PREP FEES | $3,775 | $3,775 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 INCOME AND EXPENSE BASIS ADJUSTMENTS | $6,622 |
| 2019 OUTSTANDING CHECKS CASHED IN 2020 | $15,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 OUTSTANDING CHECKS CASHED IN 2021 | Desc |
| Amt | $18,775 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WELLS FARGO FEES 7848 | $33,933 | $33,933 | $0 |
| GCM GSOCS K-1 EXPENSES | $4,276 | $4,276 | $0 |
| WELLS FARGO FEES 7848-ADR FEES | $900 | $900 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WELLS FARGO 7848 FOREIGN TAX | $2,418 | $2,418 | $0 |
| 2020 EXCISE TAX PAYMENTS | $1,000 | $0 | $0 |
| 2019 EXTENSION EXCISE TAX PAYMENT | $1,850 | $0 | $0 |
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