MEL WOLF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MEL WOLF FOUNDATION (EIN 20-1270730)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202021089349100517
- Schema version
- 2019v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:41:48-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751969466 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perkins Dexter Sinopoli & Hamm PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 W Pres George Bush Hwy Ste 130 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201270730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEL WOLF FOUNDATION DIMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELW | BusinessNameControlTxt |
| Phone | 6092746834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1501 NJ2-130-03-31 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN GIULLIAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Necia A Dexter CPA | PreparerPersonNm |
| PTIN | P01751075 | PTIN |
| Phone | 9726699730 | 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 | $4,824,497 | 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 | $116,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $600,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,784,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $600,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $717,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,249 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,764 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,730 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,730 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,829 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,122 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,122 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $434,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $663,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,376 | CashBOYAmt |
| Cash EOYFMV | $818,872 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $884,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,637 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $442,880 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,724,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,249,571 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,547,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $391,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,319 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,037,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,355,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,356,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,839,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,524,251 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,824,497 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $250,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $250,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,839,730 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,274,251 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,839,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,274,251 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,839,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,524,251 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,839,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $434,521 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,274,251 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,274,251 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM - SEE ATTACHMENT | P | 2019-01-01 | 2019-12-31 | $240,759 | $236,781 | $3,978 | $3,978 |
| LONG TERM - SEE ATTACHMENT | P | 2001-01-01 | 2019-12-31 | $534,685 | $485,849 | $48,836 | $48,836 |
| ST COVERED | P | 2019-01-01 | 2019-12-31 | $65,000 | $64,845 | $155 | $155 |
| LT COVERED | P | 2001-01-01 | 2019-12-31 | $184,404 | $185,847 | -$1,443 | -$1,443 |
| 14,154 SHS BLACKROCK TOTAL EMER MKTS | P | 2001-01-01 | 2019-12-13 | $137,854 | $129,919 | $7,935 | $7,935 |
| 3,720 SHS PGIM GLOBAL REAL ESTATE | P | 2001-01-01 | 2019-12-13 | $95,449 | $79,268 | $16,181 | $16,181 |
| ST COVERED | P | 2019-01-01 | 2019-12-31 | $9,000 | $8,174 | $826 | $826 |
| ST COVERED | P | 2019-01-01 | 2019-12-31 | $318,936 | $306,661 | $12,275 | $12,275 |
| LT COVERED | P | 2001-01-01 | 2019-12-31 | $477,688 | $459,680 | $18,008 | $18,008 |
| 16000 SHS CITIGROUP | P | 2011-11-17 | 2019-12-31 | $16,776 | $15,315 | $1,461 | $1,461 |
| 49000 SHS US TSY BOND | P | 2012-02-24 | 2019-12-13 | $56,780 | $50,258 | $6,522 | $6,522 |
| 27000 SHS US TSY BOND | P | 2009-06-24 | 2019-12-13 | $36,356 | $27,274 | $9,082 | $9,082 |
| 27000 SHS US TSY NOTE | P | 2010-06-11 | 2019-12-13 | $27,208 | $27,030 | $178 | $178 |
| ST COVERED | P | 2019-01-01 | 2019-12-31 | $78,761 | $75,099 | $3,662 | $3,662 |
| LT COVERED | P | 2001-01-01 | 2019-12-31 | $527,070 | $524,456 | $2,614 | $2,614 |
| ST COVERED | P | 2019-01-01 | 2019-01-23 | $150,757 | $142,498 | $8,259 | $8,259 |
| LT COVERED | P | 2001-01-01 | 2019-12-31 | $804,458 | $518,881 | $285,577 | $285,577 |
| 30 SHS AKAMAI TECHNOLOGIES INC | P | 2008-06-11 | 2019-12-16 | $2,556 | $1,081 | $1,475 | $1,475 |
| 33 SHS ALCON INC | P | 2001-01-01 | 2019-12-16 | $1,861 | $1,462 | $399 | $399 |
| 45 SHS ALLERGAN PLC SHS | P | 2001-01-01 | 2019-12-16 | $8,539 | $8,015 | $524 | $524 |
| 16 SHS AUTODESK INC | P | 2008-12-28 | 2019-12-16 | $2,913 | $294 | $2,619 | $2,619 |
| 6 SHS BIO RAD LAB | P | 2008-12-29 | 2019-12-16 | $2,176 | $414 | $1,762 | $1,762 |
| 36 SHS BORG WARNER INC | P | 2008-12-12 | 2019-12-16 | $1,596 | $382 | $1,214 | $1,214 |
| 11 SHS BOSTON PROPERTIES | P | 2001-01-01 | 2019-12-16 | $1,480 | $1,112 | $368 | $368 |
| 17 SHS DARDEN RESTAURANTS | P | 2001-01-01 | 2019-12-16 | $1,971 | $581 | $1,390 | $1,390 |
| 13 SHS EASTMAN CHEMICAL COMPANY | P | 2007-03-06 | 2019-12-16 | $1,034 | $379 | $655 | $655 |
| 16 SHS GLOBAL PAYMENT INC | P | 2009-01-29 | 2019-12-16 | $2,876 | $278 | $2,598 | $2,598 |
| 37 SHS INTERCONTINENTAL EXCHANGE GRP | P | 2009-09-11 | 2019-12-16 | $3,406 | $656 | $2,750 | $2,750 |
| 22 SHS RAYMOND JAMES FINCL | P | 2001-01-01 | 2019-12-16 | $2,012 | $549 | $1,463 | $1,463 |
| 21 SHS REPUBLIC SERVICES INC | P | 2001-01-01 | 2019-12-16 | $1,872 | $640 | $1,232 | $1,232 |
| 6 SHS SBA COMMUNICATIONS CORP | P | 2001-01-01 | 2019-12-16 | $1,411 | $121 | $1,290 | $1,290 |
| 99 SHS SENSATA TECHNOLOGIES | P | 2001-01-01 | 2019-12-16 | $5,219 | $3,999 | $1,220 | $1,220 |
| 13 SHS SNAP-ON INC | P | 2010-06-29 | 2019-12-16 | $2,220 | $537 | $1,683 | $1,683 |
| 30 SHS TJX COS INC | P | 2007-03-06 | 2019-12-16 | $1,820 | $201 | $1,619 | $1,619 |
| ST COVERED | P | 2019-01-01 | 2019-12-31 | $236,619 | $228,076 | $8,543 | $8,543 |
| LT COVERED | P | 2001-01-01 | 2018-12-31 | $694,204 | $563,364 | $130,840 | $130,840 |
| 30 SHS ACCENTURE PLC IRELAND | P | 2001-01-01 | 2019-12-16 | $6,220 | $2,357 | $3,863 | $3,863 |
| 15 SHS ANSYS INC | P | 2001-01-01 | 2019-12-16 | $3,852 | $657 | $3,195 | $3,195 |
| 67 SHS AXA ADS | P | 2010-06-18 | 2019-12-16 | $1,861 | $1,153 | $708 | $708 |
| 24 SHS CENTENE CORPORATION | P | 2010-01-15 | 2019-12-16 | $1,395 | $132 | $1,263 | $1,263 |
| 462 SHS CNH INDL N V | P | 2001-01-01 | 2019-12-16 | $5,088 | $5,129 | -$41 | -$41 |
| 60 SHS D R HORTON INC | P | 2010-12-20 | 2019-12-16 | $3,271 | $713 | $2,558 | $2,558 |
| 26 SHS EATON VANCE | P | 2008-10-14 | 2019-12-16 | $1,244 | $692 | $552 | $552 |
| 22 SHS GATX CORP | P | 2010-07-01 | 2019-12-16 | $1,843 | $589 | $1,254 | $1,254 |
| 651 SHS UBS GROUP AG | P | 2001-01-01 | 2019-12-16 | $8,134 | $9,324 | -$1,190 | -$1,190 |
| 11 SHS WEC ENERGY GROUP INC | P | 2007-11-05 | 2019-12-16 | $984 | $506 | $478 | $478 |
| 31 SHS ALCON INC | P | 2018-09-05 | 2019-12-16 | $1,748 | $1,546 | $202 | $202 |
| 72 SHS ALCON INC | P | 2019-06-21 | 2019-12-16 | $4,061 | $4,316 | -$255 | -$255 |
| 53 SHS SENSATA TECHNOLOGIES | P | 2019-04-15 | 2019-12-16 | $2,794 | $2,590 | $204 | $204 |
| 377 SHS CNH INDL N V | P | 2019-04-15 | 2019-12-16 | $4,153 | $4,093 | $60 | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $600,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,499,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,491,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,198,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $208,005 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,332,044 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $249,131 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,400,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05661 | DistributionYr5Rt |
| Total Distribution | 0.244163 | TotalDistributionRt |
| Average Distribution | 0.048833 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,430,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,632 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,951 | 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 | $6,632 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,632 | SubtotalAmt |
| Tax Based On Investment Income | $6,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,792 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,792 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $2,910 | 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 |
| 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR SUSAN J GIULLIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039313689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 Monroe Street | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE CASTELLE | ||||||
| 821 SPRING ROAD | CHARLESTON | WV | 25314 | Trustee | 5.00 | $15,750 |
| SUSAN GIULLIAN | ||||||
| 152 MONROE STREET | DENVER | CO | 80206 | Trustee | 5.00 | $15,750 |
| SUSAN-LOUISE FESSENDEN BRAUER | ||||||
| 300 W GLENOAKS BLVD | GLENDALE | CA | 91202 | Trustee | 5.00 | $15,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,289,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,497,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,497,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,430,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,632 | TotalTaxAmt |
| Distributable Before Adj | $214,892 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $214,892 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $214,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,951 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,951 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,632 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,892 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $33,543 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $33,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,951 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,059 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,602 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FLORENCE CRITTENTON SERVICES OF COL | ||||||
| 96 S ZUNI STREET | DENVER | CO | 80223 | PC | EDUCATIONAL PROGRAMS FOR TEEN MOTHERS | $10,000 |
| THE CENTER ON COLFAX | ||||||
| 1301 E COLFAX | DENVER | CO | 80208 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| WORK OPTIONS FOR WOMEN | ||||||
| 1200 FEDERAL BLVD | DENVER | CO | 80204 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| THE GATHERING PLACE | ||||||
| 1535 N HIGH ST | DENVER | CO | 80218 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| MI CASA RESOURCE CENTER | ||||||
| 345 S GROVE STREET | DENVER | CO | 80219 | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 |
| BRINGING MUSIC TO LIFE | ||||||
| 2390 SOUTH FILLMORE ST | DENVER | CO | 80210 | PC | INSTRUMENTS FOR UNDERSERVED SCHOOL CHILDREN | $10,000 |
| THE BALI CHILDREN'S PROJECT | ||||||
| 19 LIND CT | ORINDA | CA | 94563 | PC | UNRESTRICTED GENERAL SUPPORT | $25,000 |
| UNITED PALESTINIAN APPEAL INC ATFAL | ||||||
| 1330 NEW HAMPSHIRE AVE NW STE 104 | WASHINGTON | DC | 20036 | PC | TRAINING FOR DEAF WOMEN AND CHILDREN | $35,000 |
| LATONG YOGA | ||||||
| PO BOX 406 | CHARLESTON | WV | 25322 | PC | WOMEN'S FEDERAL PRISON TRAINING | $7,500 |
| YWCA OF CHARLESTON WEST VIRGINIA | ||||||
| 1426 KANAWHA BLVD EAST | CHARLESTON | WV | 25301 | PC | UNRESTRICTED GENERAL SUPPORT | $28,622 |
| WOMEN'S HEALTH CENTER IN CHARLESTON | ||||||
| 510 WASHINGTON STREET W | CHARLESTON | WV | 25362 | PC | UNRESTRICTED GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,122 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $600,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $717,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $717,231 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 500 | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACHMENT | BondNm |
| EOY Book Value | $34,848 | EOYBookValueAmt |
| EOYFMV | $35,319 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHMENT | StockNm |
| EOY Book Value | $2,249,571 | EOYBookValueAmt |
| EOYFMV | $2,547,895 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER - SEE ATTACHMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,355,323 | BookValueAmt |
| EOYFMV | $1,356,774 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED PURCHASE | Desc |
| EOY Book Value | $250,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $49,723 | $29,834 | $0 | $19,889 |
| OTHER INVESTMENT EXPENSES | $899 | $539 | $0 | $360 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $2,722 | |
| FOREIGN TAXES | $3,764 | $3,764 |