W J D FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- W J D FOUNDATION (EIN 74-2398199)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-03
- IRS object ID
- 202111549349100006
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-03T09:10:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cherokee Financial Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 256 | AddressLine1Txt |
| City | Franktown | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80116 | 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 | 742398199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WJD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN M DEEVY | InCareOfNm |
| Business Name Control | WJDF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DEEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038073839 | PhoneNum |
| Signature | 2021-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | DEEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heidi S MacIntyre | PreparerPersonNm |
| PTIN | P00417390 | PTIN |
| Phone | 3032730053 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $10,994,575 | 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 | $104,437 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,336 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,913,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,414 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $390,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,096 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,187 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$132,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $355,112 | CashBOYAmt |
| Cash EOY | $351,829 | CashEOYAmt |
| Cash EOYFMV | $351,829 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,480,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,350,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,642,746 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,835,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,702,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,994,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,685,614 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,685,614 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,149,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,017,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,835,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,702,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,835,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,702,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,835,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$132,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,702,627 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,702,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| LIBERTY BROADBAND - .4 SHS | P | 2020-12-22 | $63 | $0 | $63 | $63 | |
| BAIRD #0763 - SEE ATTACHED | P | $17,538 | $18,113 | -$575 | -$575 | ||
| BAIRD #0763 - SEE ATTACHED | P | $32,746 | $34,864 | -$2,118 | -$2,118 | ||
| BAIRD #5651 - SEE ATTACHED | P | $2,830 | $2,973 | -$143 | -$143 | ||
| BAIRD #5651 - SEE ATTACHED | P | $44,090 | $33,852 | $10,238 | $10,238 | ||
| BAIRD #5689 - SEE ATTACHED | P | $70,802 | $74,995 | -$4,193 | -$4,193 | ||
| BAIRD #5689 - SEE ATTACHED | P | $235,238 | $240,137 | -$4,899 | -$4,899 | ||
| BAIRD #6760 - SEE ATTACHED | P | $53,173 | $60,708 | -$7,535 | -$7,535 | ||
| BAIRD #6760 - SEE ATTACHED | P | $13,449 | $14,293 | -$844 | -$844 | ||
| BAIRD #8468 - SEE ATTACHED | P | $48,611 | $36,719 | $11,892 | $11,892 | ||
| GS #48246 - SEE ATTACHED | P | $93,559 | $102,363 | -$8,470 | -$8,804 | ||
| PETROLEO BRAS PET - 500 SHS | D | 2020-11-23 | $4,631 | $1,536 | $3,095 | $3,095 | 2016-01-19 |
| PETROLEO BRAS - 710 SHS | D | 2020-11-23 | $6,477 | $1,730 | $4,747 | $4,747 | 2016-02-23 |
| GS #75426 - SEE ATTACHED | P | $576,641 | $634,815 | -$58,174 | -$58,174 | ||
| GS #75426 - SEE ATTACHED | P | $620,438 | $481,936 | $138,502 | $138,502 | ||
| GS #75426 - SEE ATTACHED | P | $51,938 | $20,415 | $31,523 | $31,523 | ||
| T-MOBILE - 112 SHS | P | 2020-08-07 | $0 | $36 | -$36 | -$36 | 2020-06-24 |
| LIBERTY BROADBAND -.34 SHS | 2020-12-23 | $53 | $7 | $46 | $46 | 2012-10-17 | |
| PLAINS ALL AMERICAN - 2000 SHS | P | 2020-06-25 | $17,474 | $25,147 | -$7,673 | -$7,673 | 2003-01-14 |
| QURATE RETAIL INC - .6 SHS | P | 2020-09-15 | $60 | $92 | -$32 | -$32 | 2005-08-24 |
| T-MOBILE - .405 SHS | P | 2020-04-02 | $35 | $271 | -$236 | -$236 | 2005-08-24 |
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 | |||||
| CAPITAL GAIN DIVIDENDS | P | $23,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,782 | SubtotalAmt |
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,618 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | AppliedToESTaxAmt |
| Refund | $818 | RefundAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN M DEEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038073839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN M DEEVY | ||||||||
| 1 LITTLERIDGE LANE | ENGLEWOOD | CO | 80113 | DIRECTOR/PRESIDENT | 0 | $0 | $0 | $0 |
| CARYN OSTERGARD | ||||||||
| 1 LITTLERIDGE LANE | ENGLEWOOD | CO | 80113 | VP/SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE-GRANTS ONLY | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,056,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,410,182 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,410,182 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,254,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,782 | TotalTaxAmt |
| Distributable Before Adj | $509,919 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $509,919 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $509,919 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $422,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $422,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $509,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $359,215 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $422,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $359,215 | AppliedToYear1Amt |
| Applied To Current Year | $63,285 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $446,634 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN DEEVY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION & GENERAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $422,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,336 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,936 | 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 | BRIAN CARYN DEEVY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $104,437 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC - 85 SHS | $7,925 | 2020-12-21 |
| 1 | ASML HOLDING - 73 SHS | $34,475 | 2020-12-21 |
| 1 | DEXCOM INC - 10 SHS | $3,489 | 2020-12-21 |
| 1 | LULULEMON ATHLETICA INC - 11 SHS | $4,107 | 2020-12-21 |
| 1 | NVIDIA CORP - 35 SHS | $18,665 | 2020-12-21 |
| 1 | SERVICENOW INC - 10 SHS | $5,508 | 2020-12-21 |
| 1 | STMICROELECTRONICS - 225 SHS | $8,077 | 2020-12-21 |
| 1 | TECK RESOURCES LIMITED - 555 SHS | $9,951 | 2020-12-21 |
| 1 | VALE S A - 720 SHS | $12,240 | 2020-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $6,300 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD #0226 | $246,329 | $1,127,353 |
| BAIRD #0763 | $127,832 | $175,364 |
| BAIRD #5651 | $552,718 | $707,161 |
| BAIRD #5689 | $326,311 | $403,449 |
| BAIRD #6760 | $111,549 | $155,062 |
| BAIRD #8468 | $273,368 | $420,445 |
| GOLDMAN SACHS #48245 | $294,655 | $720,891 |
| GOLDMAN SACHS #48246 | $370,482 | $607,362 |
| GOLDMAN SACHS #75426 | $1,609,524 | $3,105,151 |
| SCHWAB | $1,438,030 | $3,220,508 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSE | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PLAINS ALL AMERICAN PIPELINE, LP | $1,419 | $1,419 |
| INCOME TAX REFUND | $0 | $0 |
| OTHER INCOME | $2,995 | $2,995 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $83,096 | Amt |
| Net Investment Income | $83,096 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $559 | $559 |
| INCOME TAXES | $10,628 | $10,628 |
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