GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN FAMILY FOUNDATION (EIN 84-1465899)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202131319349101968
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T13:00:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841158905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAUSEY DEMGEN & MOORE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 18TH ST SUITE 2300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802021939 | 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 | 841465899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 3037591766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART WINGFIELD GILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037591766 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STUART | PersonFirstNm |
| Person Last | WINGFIELD GILMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMEY CAMP-CAVANAUGH | PreparerPersonNm |
| PTIN | P01382513 | PTIN |
| Phone | 3032962229 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,018,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $823,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,931 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,737 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,170 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,270 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,614 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $236,177 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $191,304 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $201,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $474,738 | CorporateStockBOYAmt |
| Corporate Stock EOY | $546,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $803,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $765,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $750,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,018,243 | 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 | $765,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $750,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $765,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $750,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $765,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $750,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $765,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $750,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $750,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB (DETAILS UPON REQUEST) | P | 2018-01-01 | 2020-12-31 | $311,628 | $331,499 | -$19,871 | -$19,871 |
| CHARLES SCHWAB (DETAILS UPON REQUEST) | P | 2020-01-01 | 2020-12-31 | $315,748 | $287,104 | $28,644 | $28,644 |
| CHARLES SCHWAB (DETAILS UPON REQUEST) | P | 2020-01-01 | 2020-12-31 | $195,675 | $195,675 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $158 | $158 | $158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,040 | 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 | $2,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,792 | OverpaymentAmt |
| Applied To ES Tax | $1,792 | 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 | STEWART GILMAN | IndividualWithBooksNm |
| Phone | 3037591766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE GILMAN PICKARD | ||||||||
| 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STUART WINGFIELD GILMAN | ||||||||
| 5082 E HAMPDEN AVE 323 | DENVER | CO | 80222 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | $929,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $938,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248 | TotalTaxAmt |
| Distributable Before Adj | $46,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,440 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,440 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,440 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $896 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $896 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,544 | 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 | $18,140 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTHEA CENTER FOR ENGAGED SPIRITUALITY | ||||||
| 1400 WILLIAMS ST | DENVER | CO | 80218 | 501(C)(3) | HORTICULTURAL RESEARCH | $2,000 |
| BLACK BELT FOUNDATION | ||||||
| 5135 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 801113302 | 501(C)(3) | PRESERVE, PROTECT AND ENHANCE CANAL FOR FUTURE GENERATIONS | $500 |
| BRENT ELEY FOUNDATION | ||||||
| 11980 E 16TH AVE | AURORA | CO | 80010 | 501(C)(3) | EDUCATION | $500 |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | ||||||
| 4875 WARD RD SUITE 100 | WHEAT RIDGE | CO | 80033 | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,500 |
| COLORADO PUBLIC RADIO | ||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | 501(C)(3) | SPIRITUAL EDUCATION | $1,000 |
| COLORADO SYMPHONY ASSOCIATION | ||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | 501(C)(3) | USE TAEKWONDO VALUES TO HELP PEOPLE BREAK OUT OF PROVERTY, POOR EDUCATION AND HEALTH | $1,000 |
| DENVER ACADEMY | ||||||
| 4400 EAST ILIFF AVENUE | DENVER | CO | 80222 | 501(C)(3) | EDUCATION | $3,770 |
| DENVER ART MUSEUM | ||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE WORKS | $1,500 |
| DENVER BOTANIC GARDENS | ||||||
| 909 YORK ST | DENVER | CO | 80206 | 501(C)(3) | ARTS | $2,000 |
| DENVER CENTER FOR PERFORMING ARTS | ||||||
| 1101 13TH ST | DENVER | CO | 80204 | 501(C)(3) | EDUCATION | $500 |
| DENVER DUMB FRIENDS LEAGUE | ||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | 501(C)(3) | TO PROVIDE A HOME FOR FAMILIES WITH CHILDREN FIGHTING CANCER | $1,000 |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | 501(C)(3) | TO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY | $500 |
| DENVER ZOO | ||||||
| 2300 STEELE ST | DENVER | CO | 80205 | 501(C)(3) | CHARITABLE WORKS | $1,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | 501(C)(3) | EDUCATION | $1,500 |
| HIGHLINE CANAL CONSERVANCY INC | ||||||
| 533 CANAL ST | NEW YORK | NY | 10013 | 501(C)(3) | EDUCATION | $250 |
| KUVO | ||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | 501(C)(3) | CHARITABLE WORKS | $250 |
| MESA VERDE FOUNDATION | ||||||
| 8600 RALSTON ROAD SUITE 100 | ARVADA | CO | 80002 | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $2,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | ||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | 501(C)(3) | FREE PUBLIC RADIO | $1,000 |
| ROCKY MOUNTAIN PBS | ||||||
| PO BOX 173704 | DENVER | CO | 80217 | 501(C)(3) | ARTS | $500 |
| ST FRANCIS CENTER | ||||||
| 2323 CURTIS STREET | DENVER | CO | 80205 | 501(C)(3) | PROVIDES EDUCATION PROGRAMS FOR YOUTHS AND ADULTS, CONSERVATION OF ARTIFACTS AND SPECIMENS, SCIENTIFIC RESEARCH, AND WORLD CLASS PERMANENT AND TEMPORARY EXHIBITIONS | $2,000 |
| THACHER SCHOOL | ||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | 501(C)(3) | ANIMAL CARE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,270 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,931 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,737 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,170 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,170 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $3,114 | $16,094 |
| ABERDEEN STNDRD PHYSC | $9,845 | $9,596 |
| ACCENTURE PLC | $18,258 | $20,374 |
| AEGON | $5,013 | $5,377 |
| ALIBABA GROUP HOLDING | $12,376 | $15,127 |
| ALPHABET INC | $18,807 | $26,290 |
| AMAZON.COM | $12,004 | $22,799 |
| APPLE INC | $9,747 | $24,415 |
| ATLASSIAN CORP PLC | $7,950 | $11,226 |
| AUTO DATA PROCESSING | $8,463 | $20,615 |
| CANADIAN NATL RAILWAY | $9,468 | $17,027 |
| CHURCH & DWIGHT CO | $13,244 | $14,916 |
| COGNEX CORP | $8,242 | $10,036 |
| COSTCO WHOLESALE CO | $8,281 | $9,043 |
| ECOLAB INC | $16,823 | $18,391 |
| EDWARDS LIFESCIENCES | $8,255 | $9,579 |
| EQUINIX INC | $12,176 | $14,284 |
| FACEBOOK INC | $11,646 | $16,390 |
| FIDELITY NATL INFO | $7,808 | $7,780 |
| GLOBAL PAYMENTS INC | $8,412 | $10,771 |
| HOME DEPOT INC | $3,009 | $15,406 |
| INNOVATOR S&P INVESTMENT | $10,967 | $11,135 |
| INTEL CORP | $9,062 | $15,693 |
| INVESCO QQQ TRUST | $55,917 | $61,179 |
| ISHARES CORE 1.5 YEAR | $11,985 | $12,135 |
| JOHNSON & JOHNSON | $13,244 | $18,886 |
| LITTELFUSE INC | $8,126 | $11,460 |
| LOCKHEED MARTIN CORP | $13,202 | $14,909 |
| MCCORMICK & CO INC | $5,481 | $17,208 |
| MCDONALDS CORP | $11,573 | $17,166 |
| MEDTRONIC PLC | $13,206 | $18,860 |
| MICROSOFT CORP | $5,852 | $24,689 |
| MSCI INC | $7,997 | $9,824 |
| NEXTERA ENERGY INC | $8,187 | $8,949 |
| NVIDIA CORP | $6,652 | $18,277 |
| PAYPAL HOLDINGS INCORPOR | $6,305 | $16,394 |
| SALESFORCE COM | $12,093 | $15,577 |
| SERVICE NOW INC | $10,876 | $19,265 |
| SEMPRA | $5,033 | $5,402 |
| SMITH A O | $15,859 | $17,817 |
| STARBUCKS CORP | $14,177 | $23,536 |
| TEXAS INSTRUMENTS | $8,091 | $16,577 |
| THERMO FISHER SCNTFC | $8,154 | $8,850 |
| THORNBURG LIMITED TERM INCOME | $8,907 | $8,820 |
| TYLER TECHNOLOGIES | $10,672 | $17,461 |
| VANGUARD VALUE ETF | $9,419 | $9,517 |
| VISA INC | $10,610 | $16,405 |
| WESTERN ASSET CORE | $12,100 | $11,986 |
| WORKDAY INC | $16,330 | $20,367 |
| XILINX INC | $3,651 | $19,848 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $191,304 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $201,901 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $8,696 | Amt |
| Net Investment Income | $8,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $3,285 | $0 | $0 |
| FOREIGN TAXES | $196 | $196 | $0 |
Comments