THE ORPHIFLAMME FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ORPHIFLAMME FOUNDATION (EIN 30-0117191)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202141339349103319
- Schema version
- 2019v5.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T18:04:20-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 560 MISSION ST STE 1600 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300117191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Orphiflamme Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORPHIFLAMME FOUNDATION | InCareOfNm |
| Business Name Control | ORPH | BusinessNameControlTxt |
| Phone | 8584568500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 Arapahoe Ave Suite E-4 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803026746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORIAN SCHUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8584568500 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vikram Ganu | PreparerPersonNm |
| PTIN | P01686833 | PTIN |
| Phone | 4158948000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,074,622 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,830 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,665 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,665 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,042 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,090 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,489 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $592 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,496 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,133 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,133 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,496 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $765,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $446,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $446,219 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $853,971 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $642,827 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $626,735 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $813,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,043,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,001,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,432,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,132,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,074,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $3,713,049 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,713,049 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,280,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,580,495 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,432,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,132,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,432,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,132,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,432,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,889 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,132,555 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,132,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 165.864 UNITS CLASS Q - NYES LEDGE CAPITAL OFFSHORE FUND, LTD. | P | 2007-02-01 | 2020-06-30 | $158,401 | $101,736 | $56,665 | $56,665 |
| MATURITY OF CA ST 10-YR VAR-PURP UNLTD TAX 6.3% (ID: 13063A-7G-3) | P | 2009-10-01 | 2019-10-01 | $205,000 | $205,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,665 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,640,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $371,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,879,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $317,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,139,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101135 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $298,866 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,356,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,433,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05327 | DistributionYr5Rt |
| Total Distribution | 0.498986 | TotalDistributionRt |
| Average Distribution | 0.099797 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,386,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $425,843 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,115 | SubtotalAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $377 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $526 | TaxDueAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORPHIFLAMME FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8584568500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 ARAPAHOE AVE PMB 317 STE E-4 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803026746 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JORIAN SCHUTZ | ||||||||
| 2525 ARAPAHOE AVE PMB 317 STE E-4 | BOULDER | CO | 803026746 | PRESIDENT/SECRETARY/TREAS | 1.0 | $0 | $0 | $0 |
| STEPHEN SCHUTZ | ||||||||
| 2525 ARAPAHOE AVE PMB 317 STE E- | BOULDER | CO | 803026746 | ASS'T SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,822,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $600,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,422,628 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,422,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,386,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,115 | TotalTaxAmt |
| Distributable Before Adj | $118,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,843 | 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 | $425,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,115 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $424,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $45,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $160,844 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $227,813 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $425,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $118,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307,644 | RemainingDistriFromCorpusAmt |
| Total Corpus | $844,236 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $844,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,237 | ExcessFromYear4Amt |
| Excess From Year3 | $160,844 | ExcessFromYear3Amt |
| Excess From Year2 | $227,813 | ExcessFromYear2Amt |
| Excess From Year1 | $102,698 | ExcessFromYear1Amt |
| Excess From Current Year | $307,644 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORIAN SCHUTZ | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BILVAVI MISHKAN EVNEH IN | ||||||||
| 888 CAMBRIDGE RD | WOODMERE | NY | 11598 | N/A | PC | GENERAL SUPPORT TRANSLATING OF TORAH LITERATURE | $50,000 | |
| ArtHyve | ||||||||
| 1280 SHERMAN STREET | DENVER | CO | 80203 | N/A | PC | GENERAL SUPPORT FOR THE PRESERVATION AND ACCESS TO DENVER'S ART HISTORY | $33,333 | SUITE 209 |
| Iyyun Center | ||||||||
| 650 Sackett St | Brooklyn | NY | 11217 | N/A | PC | GENERAL SUPPORT FOR THE STUDY AND EXPERIENCE OF JEWISH SPIRITUALITY | $57,300 | |
| FRACTURED ATLAS INC | ||||||||
| 228 PARK AVENUE SOUTH 56651 | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT FOR PROVIDING BUSINESS TOOLS FOR ARTISTS | $42,000 | |
| THE RABINOWITZ INSTITUTE INC | ||||||||
| PO BOX 1024 | CLIFTON | NJ | 07014 | N/A | PC | GENERAL SUPPORT FOR THE EDUCATION OF THE JEWISH RELIGION | $20,000 | |
| CHASDEI YISROEL INC | ||||||||
| PO BOX 355 | CEDARHURST | NY | 15516 | N/A | PC | GENERAL SUPPORT FOR HEALTH, WELFARE AND ECONOMIC STATUS OF LOW INCOME FAMILIES AND FOSTER JEWISH RELIGIOUS ACTIVITIES | $15,000 | |
| Desert Jewish Center Inc | ||||||||
| 490 South Farrell Drive | Palm Springs | CA | 92262 | N/A | PC | GENERAL SUPPORT FOR a music project. | $15,000 | Suite C-208 |
| American Friends of Bat Ayin Yeshiva | ||||||||
| 641 Lexington Ave | New York | NY | 10022 | N/A | PC | GENERAL Support FOR students to explore spirituality. | $15,000 | Floor 14 |
| American Friends of Tzama Nafshi | ||||||||
| 325 Howard Ave | Woodmere | NY | 11598 | N/A | PC | GENERAL Support of Jewish religious practices. | $15,000 | |
| American Friends of Yeshivas T Darech | ||||||||
| 261 Old York Rd | Jenkingtown | PA | 19046 | N/A | PC | GENERAL Support study of Jewish Torah translation. | $15,000 | |
| Jewish Communal Funds Fiscal Sponsorship Program | ||||||||
| 575 Madison Avenue | New York | NY | 10022 | N/A | PC | GENERAL SUPPORT FOR Fiscal sponsorship | $15,000 | Suite 703 |
| Or Chadash | ||||||||
| 12367 E Cornell Avenue | Aurora | CO | 80014 | N/A | PC | General Support of programs and events to promote Judaism. | $12,500 | |
| Chevra Ahavas Yisroel | ||||||||
| 306 Albany Ave | New York | NY | 11213 | N/A | PC | General Support of a platform for joyful Jewish expression. | $30,000 | Brooklyn |
| Rohr Chabad House at UVA | ||||||||
| 2014 Lewis Mountain Road | Charlottesville | VA | 22903 | N/A | PC | General Support of student success in educational development. | $18,000 | |
| Sukkat Shaleym Inc - Simchat Shlomo | ||||||||
| 13 Loomis Street | Montpelier | VT | 05602 | N/A | PC | general support for the teachings of Judaism. | $12,000 | |
| Shuas Kollel | ||||||||
| 306 Albany Ave | Brooklyn | NY | 11213 | N/A | PC | General support for the teachings of Judaism. | $6,000 | |
| MPower Now | ||||||||
| 1266 West Paces Ferry Rd | Atlanta | GA | 303272306 | N/A | PC | General support for the nurturing of young minds in Mukuru in Nairobi, Kenya. | $18,000 | NW 110 |
| Open Hands | ||||||||
| PO BOX 180 | West Milton | PA | 17886 | N/A | PC | general support to provide economic development in developing nations. | $18,000 | |
| JCUC Blessing | ||||||||
| 5237 Lockwood Ln | Powder Springs | GA | 30127 | N/A | PC | General upport for non profit. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,133 | 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 | $44,830 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,547 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,665 | 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 | $118,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,042 | 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 | JORIAN SCHUTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 ARAPAHOE AVE PMB 317 STE E-4 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ERNST & YOUNG, LLP | CategoryTxt |
| Amt | $3,090 | Amt |
| Disbursements Charitable Prps | $3,090 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $642,827 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $626,735 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED ETF | AT COST | $160,163 | $151,592 |
| S&P 500 ETF SH | AT COST | $334,195 | $292,897 |
| NUVEEN PREFERRED SECURITIES | AT COST | $85,326 | $81,640 |
| NYES LEDGE CAP OFFSHORE FUND | AT COST | $463,824 | $475,539 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $620 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $620 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,489 | Amt |
| Net Investment Income | $6,489 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $592 | Amt |
Comments