THE BOEDECKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE BOEDECKER FOUNDATION (EIN 20-8495254)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102751
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:04:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840930288 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCK AND COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4949 PEARL EAST CR SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | 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 | 208495254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOEDECKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOED | BusinessNameControlTxt |
| Phone | 3035461513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 ARAPAHOE AVENUE NO 100 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE BOEDECKER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3035461513 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | BOEDECKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC CHRISTOPHER | PreparerPersonNm |
| PTIN | P00669032 | PTIN |
| Phone | 3034442971 | PhoneNum |
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 | $39,444,239 | 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 | $49,012 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,012 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,152,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,674,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,152,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$507,916 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$512,397 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,937,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,932,521 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $440,578 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,914 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $297,664 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $197,971 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $83,985 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,985 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $194,653 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,188 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $134,465 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,237 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,237 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,555 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $167,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $167,490 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $38,517 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $38,517 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,177 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,172 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $36,049 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,049 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,249 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,250 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,250 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,155,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $508,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $624,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,423,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,423,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,578,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $508,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,047,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,641,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,424,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,971 | CashBOYAmt |
| Cash EOY | $159,721 | CashEOYAmt |
| Cash EOYFMV | $159,721 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,091,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,299 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,394 | AcctRcvblAmt |
| Acct Rcvbl BOY | $14,121 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,394 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,394 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,719,026 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,669,147 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,341,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,923,477 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,683,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,585,095 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,995 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,532 | LandBOYAmt |
| Land EOY | $3,360 | LandEOYAmt |
| Land EOYFMV | $3,360 | LandEOYFMVAmt |
| Total Assets BOY | $37,963,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,870,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,444,239 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,548,734 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,548,734 | 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 | $37,963,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,321,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,963,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,321,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,963,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,870,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,963,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,641,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,321,962 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,321,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,578,537 | $4,321,421 | $1,257,116 | $1,257,116 |
| CAPITAL GAINS FROM PARTNERSHIP | P | $799,368 | $799,368 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $55,099 | $55,099 | $55,099 | |
| CAPITAL GAIN REPORTED ON 990-T | P | $40,577 | $40,577 | $40,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,152,160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,125 | 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 | $64,125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $44,329 | OverpaymentAmt |
| Applied To ES Tax | $44,329 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SHELLEY DIEDE | IndividualWithBooksNm |
| Phone | 3035461513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 ARAPAHOE AVE NO 100 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80303 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE BOEDECKER | ||||||||
| 702 SKYVIEW DR | NASHVILLE | TN | 37206 | PRESIDENT/CEO/DIRECTOR | 15.00 | $21,000 | $16,165 | $0 |
| BRAD STOFFER | ||||||||
| 4450 ARAPAHOE AVE STE 100 | BOULDER | CO | 80303 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| STEVE BECK | ||||||||
| 4450 ARAPAHOE AVE STE 100 | BOULDER | CO | 80303 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JEFFREY HUMPHREY | ||||||||
| 2693 TRAILRIDGE DR W | LAFAYETTE | CO | 80026 | SR. VP OF OPERATIONS | 40.00 | $222,828 | $35,932 | $0 |
| JOEL DAVIS | ||||||||
| 800 GRANT PLACE | BOULDER | CO | 80302 | SR. VP OF INVESTMENTS | 40.00 | $78,750 | $261 | $0 |
| BRIANNA BOEDECKER | ||||||||
| 1708 FORREST AVE | NASHVILLE | TN | 37206 | VP OF PROGRAMS | 40.00 | $118,000 | $27,132 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER STAPLETON | ||||||||
| 14340 LIPAN STREET | WESTMINSTER | CO | 80023 | DIR. OF ADMINISTRATI | 40.00 | $88,838 | $37,244 | $0 |
| SHELLEY DIEDE | ||||||||
| 17940 WAGON TRAIL | MEAD | CO | 80542 | CONTROLLER | 40.00 | $79,133 | $15,180 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $167,490 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $20,800,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,765,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,591,848 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,158,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,158,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $707,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,450,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,322,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,322,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,796 | TotalTaxAmt |
| Distributable Before Adj | $2,302,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,302,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,302,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,047,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,047,999 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,047,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,302,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $855,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,465,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $349,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $325,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $456,427 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,452,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,047,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,302,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $745,255 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,198,145 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $855,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,342,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,465,439 | ExcessFromYear4Amt |
| Excess From Year3 | $349,461 | ExcessFromYear3Amt |
| Excess From Year2 | $325,980 | ExcessFromYear2Amt |
| Excess From Year1 | $456,427 | ExcessFromYear1Amt |
| Excess From Current Year | $745,255 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HARPETH VALLEY PTO | |||||||||||
| 7840 LEARNING LANE | NASHVILLE | TN | 37221 | PC | PROGRAM NEEDS | $648 | |||||
| BACKFIELD IN MOTION | |||||||||||
| 920 WOODLAND ST | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $30,000 | |||||
| GOV FRANK G CLEMENT RR HOTEL AND HISTORIC MUSEUM | |||||||||||
| 100 FRANK CLEMENT PL | DICKSON | TN | 37055 | PC | PROGRAM NEEDS | $10,000 | |||||
| FORT LEWIS COLLEGE FOUNDATION | |||||||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | PC | PROGRAM NEEDS | $30,000 | |||||
| HOMEBOUND MEALS PROGRAM | |||||||||||
| 381 W MAIN ST | HENDERSONVILLE | TN | 37075 | PC | PROGRAM NEEDS | $3,000 | |||||
| HOMELAND HEART BIRTH & WELLNESS | |||||||||||
| 2092 RODMAN BLVD | GALLATIN | TN | 37066 | PC | PROGRAM NEEDS | $7,000 | |||||
| KEEP A BREAST FOUNDATION | |||||||||||
| 7168 MOHAWK TRAIL | YUCCA VALLEY | CA | 92284 | PC | PROGRAM NEEDS | $15,000 | |||||
| WORLD SPARK | |||||||||||
| 1635 SE MALDEN STE A | PORTLAND | OR | 97202 | PC | PROGRAM NEEDS | $120,000 | |||||
| SOMETHING NEW | |||||||||||
| 1029 PEACHTREE PARKWAY 269 | PEACHTREE CITY | GA | 30269 | PC | PROGRAM NEEDS | $63,000 | |||||
| THE DAIRY CENTER FOR THE ARTS | |||||||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | PC | PROGRAM NEEDS | $100,000 | |||||
| KEMPE FOUNDATION | |||||||||||
| 13123 E 16TH AVE B390 | AURORA | CO | 80045 | PC | PROGRAM NEEDS | $10,000 | |||||
| NASHVILLE RESCUE MISSION | |||||||||||
| 639 LAFAYETTE ST | NASHVILLE | TN | 37203 | PC | PROGRAM NEEDS | $10,216 | |||||
| THE CHILDREN'S HOSPITAL | |||||||||||
| 123 E 16TH AVE | AURORA | CO | 80045 | PC | PROGRAM NEEDS | $25,000 | |||||
| CHEWELAH PERFORMING AND CULTURAL ARTS CENTER | |||||||||||
| 1500 ROSENCRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | PC | PROGRAM NEEDS | $7,000 | |||||
| PROTECT OUR WINTERS | |||||||||||
| 311 MAPLETON AVE STE 221A | BOULDER | CO | 80304 | PC | PROGRAM NEEDS | $10,000 | |||||
| SONGS FOR SOUND | |||||||||||
| 618 CHURCH ST 520 | NASHVILLE | TN | 37211 | PC | PROGRAM NEEDS | $10,000 | |||||
| RENEWAL HOUSE | |||||||||||
| PO BOX 280356 | NASHVILLE | TN | 37228 | PC | PROGRAM NEEDS | $25,000 | |||||
| EVERY MOTHER COUNTS | |||||||||||
| 180 VARICK ST SUITE 1116 | NEW YORK | NY | 10014 | PC | PROGRAM NEEDS | $50,000 | |||||
| FANNIE BATTLE | |||||||||||
| 108 CHAPEL AVE | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $67,500 | |||||
| INTERFAITH DENTAL CLINIC | |||||||||||
| 600 HILL AVE STE 101 | NASHVILLE | TN | 37210 | PC | PROGRAM NEEDS | $10,000 | |||||
| CHILDREN'S CANCER ASSOCIATION | |||||||||||
| 1200NW NAITO PARKWAY STE 140 | PORTLAND | OR | 97209 | PC | PROGRAM NEEDS | $20,000 | |||||
| LYON'S FIRE FUND | |||||||||||
| PO BOX 695 | LYONS | CO | 80540 | PC | PROGRAM NEEDS | $10,000 | |||||
| ETOWN | |||||||||||
| PO BOX 954 | BOULDER | CO | 80306 | PC | PROGRAM NEEDS | $10,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| 4740 WALNUT STREET | BOULDER | CO | 80301 | PC | PROGRAM NEEDS | $740,000 | |||||
| ST LUKE'S COMMUNITY HOUSE | |||||||||||
| 5601 NEW YORK AVE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $7,500 | |||||
| DENVER URBAN SCHOLARS | |||||||||||
| 720 S COLORADO BLVD | DENVER | CO | 80246 | PC | PROGRAM NEEDS | $10,000 | |||||
| WELL IN THE DESERT | |||||||||||
| 4410 CALLE ENCILIA | PALM SPRINGS | CA | 92262 | PC | PROGRAM NEEDS | $15,000 | |||||
| EQUAL CHANCE FOR EDUCATION | |||||||||||
| 700 BELLE MEAD BLVD | NASHVILLE | TN | 37205 | PC | PROGRAM NEEDS | $65,000 | |||||
| PROJECT LIVE LOVE | |||||||||||
| 123 ROSEWOOD DRIVE | WOODSTOCK | GA | 30188 | PC | PROGRAM NEEDS | $10,000 | |||||
| CENTER FOR NONPROFIT MANAGEMENT | |||||||||||
| 138 2ND AVE NORTH SUITE 200 | NASHVILLE | TN | 37201 | PC | PROGRAM NEEDS | $5,000 | |||||
| THERE WITH CARE | |||||||||||
| 2825 WILDERNESS PLACE | BOULDER | CO | 80301 | PC | PROGRAM NEEDS | $126,000 | |||||
| LA FOUNDACION LACTOT | |||||||||||
| NC | PROGRAM NEEDS | $386,489 | CALLE ESMERALDA S/N ENTRE VIOLETA Y | GRIS COLONIA ARCOIRIS II | LA PAZ | B.C.S. | MX | ||||
| MIDDLE TN DONORS FORUM | |||||||||||
| 100 BLUEGRASS COMMONS BLVD STE 320 | HENDERSONVILLE | TN | 37075 | PC | PROGRAM NEEDS | $5,000 | |||||
| LUBICK FOUNDATION | |||||||||||
| 2221 BALDWIN ST | FORT COLLINS | CO | 80528 | PC | PROGRAM NEEDS | $10,000 | |||||
| THISTLE FARMS | |||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $70,000 | |||||
| NURSES FOR NEWBORNS | |||||||||||
| 50 VANTAGE WAY STE 101 | NASHVILLE | TN | 37228 | PC | PROGRAM NEEDS | $80,000 | |||||
| READY NEST FOUNDATION INC | |||||||||||
| 3014 FOREST WANDER WAY | NASHVILLE | TN | 37206 | PC | PROGRAM NEEDS | $10,000 | |||||
| NASHVILLE FOOD PROJECT | |||||||||||
| 5904 CALIFORNIA AVE | NASHVILLE | TN | 37209 | PC | PROGRAM NEEDS | $65,000 | |||||
| SMALL WORLD YOGA | |||||||||||
| 1701 17TH S | NASHVILLE | TN | 37212 | PC | PROGRAM NEEDS | $25,000 | |||||
| VANDERBUILT UNIV | |||||||||||
| 3322 W 2ND AVE STE 900 | NASHVILLE | TN | 37203 | PC | PROGRAM NEEDS | $140,000 | |||||
| FAMILY AFFAIR MINISTRY | |||||||||||
| 1600 RIVERSIDE DR | NASHVILLE | TN | 37216 | PC | PROGRAM NEEDS | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,423,353 | 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 | $49,012 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 180000 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,577 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,111,583 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| INCOME FROM CLOSELY HELD LLCS | -$268,902 | |||
| INCOME FROM PASSTHROUGH ENTITIES | -$235,869 | |||
| INTEREST FROM NOTES RECEIVABLE | -$7,626 | |||
| PASSTHROUGH INCOME REPORTED ON 990-T | $0 | 523000 | $4,481 | 41 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $45,058 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,891,944 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,937,002 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADP - PAYROLL SERVICE FEES | $3,718 | $0 | $0 | $3,718 |
| BROCK AND COMPANY | $9,675 | $4,838 | $0 | $4,837 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE, FIXTURES, AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $24,355 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $18,823 | PriorYearDepreciationAmt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $2,172 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA FUNDACION CANCTOT AC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CALLE ESMERALDA S/N ENTRE VIOLETA Y | AddressLine1Txt |
| Address Line2 | GRIS | AddressLine2Txt |
| City | LA PAZ BC S | CityNm |
| Province Or State | ARCOIRIS II | ProvinceOrStateNm |
| Country | MX | CountryCd |
| Foreign Postal | 23088 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-01-01 | GrantDt |
| Grant | $386,489 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT. | PurposeOfGrantTxt |
| Expended By Grantee | $386,489 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | THE FOUNDATION IS NOT AWARE OF A DIVERSION OF FUNDS BY THE GRANTEE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MONTHLY REPORTS. | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANT FUNDS WERE SPENT IN ACCORDANCE WITH THE GRANT AGREEMENT. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS AND STOCK FUNDS HELD BY MORGAN STANLEY | StockNm |
| EOY Book Value | $14,669,147 | EOYBookValueAmt |
| EOYFMV | $14,341,370 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AHK INVESTMENTS LLC | AT COST | $4,615 | $4,615 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS X LP | AT COST | $2,642,178 | $2,583,550 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VII | AT COST | $188,396 | $188,230 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VI | AT COST | $82,258 | $136,730 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS V | AT COST | $113,985 | $113,953 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS IV | AT COST | $87,059 | $44,188 |
| MUSIC ROW LLC | AT COST | $2,102,995 | $2,102,995 |
| MIDDLE TENNESSEE FOUNDATION LLC | AT COST | $12,264,317 | $12,264,317 |
| MAROON PEAKS PRIVATE EQUITY FUND V | AT COST | $402,321 | $400,327 |
| MAROON PEAKS PRIVATE EQUITY FUND III | AT COST | $585,645 | $251,792 |
| MAROON PEAKS PRIVATE EQUITY FUND II | AT COST | $312,721 | $382,142 |
| ELDORADO NATURAL RESOURCES FUND II | AT COST | $225,682 | $237,261 |
| ELDORADO NATURAL RESOURCES FUND | AT COST | $182,763 | $210,770 |
| EARTH FX | AT COST | $300,000 | $300,000 |
| ARCHVIEW 11 LLC | AT COST | $2,861 | $2,861 |
| ARAPAHOE PEAK RE FUND LP | AT COST | $395,571 | $424,923 |
| ARAPAHOE PEAK RE FUND II | AT COST | $81,932 | $169,337 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS X PARTNERS | AT COST | $296,313 | $354,941 |
| TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI | AT COST | $4,412,163 | $4,412,163 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $24,355 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $20,995 | AccumulatedDepreciationAmt |
| Book Value | $3,360 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FAIRFIELD & WOODS | CategoryTxt |
| Legal Fees | $2,237 | LegalFeesAmt |
| Net Investment Income | $2,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO EXPENSES | $205 | $0 | $0 | $205 |
| INSURANCE | $6,590 | $0 | $0 | $6,590 |
| TELEPHONE | $12,732 | $0 | $0 | $12,732 |
| SITE VISITS | $3,231 | $0 | $0 | $3,231 |
| BANK CHARGES | $511 | $0 | $0 | $511 |
| NONDEDUCTIBLE EXPENSES | $2,160 | $0 | $0 | $2,160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM CLOSELY HELD LLCS | -$268,902 | -$268,902 | $0 |
| INCOME FROM PASSTHROUGH ENTITIES | -$235,869 | -$235,869 | $0 |
| INTEREST FROM NOTES RECEIVABLE | -$7,626 | -$7,626 | $0 |
| PASSTHROUGH INCOME REPORTED ON 990-T | $4,481 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN ON MORGAN STANLEY INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,548,734 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $167,490 | Amt |
| Net Investment Income | $167,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $8,177 | $8,177 | $0 | $0 |
| EXCISE TAX EXPENSE | $20,241 | $0 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHVIEW 11 LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 ARAPAHOE AVE STE 100 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263470019 | EIN |
| Desc | PAYMENT OF PRINCIPAL AND INTEREST ON NOTE RECEIVABLE. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,204 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDLE TENNESSEE FOUNDATION HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 17TH AVE S | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821629797 | EIN |
| Desc | DEVELOPMENT OF EVENT CENTER. | Desc |
| Amt | $7,054,218 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,054,218 | TotalAmt |
Comments