GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN FAMILY FOUNDATION (EIN 84-1465899)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202021839349100342
- 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
- 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 | 2020-07-01T18:11:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 80202 | 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 | 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 | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL C GRAEF | PreparerPersonNm |
| PTIN | P00038238 | PTIN |
| Phone | 3032962229 | 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 | $982,442 | 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 | $22,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $442,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,880 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,479 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,853 | 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 | $2,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,180 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,926 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,926 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,550 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $242,985 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $236,177 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $243,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $450,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $684,867 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $702,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $982,442 | 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 | $702,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $765,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $702,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $765,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $702,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $765,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $702,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $765,467 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $765,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (89 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 ALPHABET INC CLASS A | P | 2018-10-25 | 2019-01-22 | $6,558 | $6,551 | $7 | $7 |
| 30 APPLE INC | P | 2018-08-20 | 2019-06-13 | $5,824 | $6,465 | -$641 | -$641 |
| 41 COGNEX CORP | P | 2019-08-08 | 2019-12-18 | $2,296 | $1,822 | $474 | $474 |
| 45 DOMINION ENERGY INC | P | 2018-03-28 | 2019-01-22 | $3,082 | $3,054 | $28 | $28 |
| 90 EXXON MOBIL CORP | P | 2019-01-22 | 2019-01-30 | $6,444 | $6,475 | -$31 | -$31 |
| 90 EXXON MOBILE CORP | P | 2019-01-22 | 2019-08-08 | $6,447 | $6,475 | -$28 | -$28 |
| 14 FACEBOOK INC | P | 2019-01-22 | 2019-12-18 | $2,838 | $2,115 | $723 | $723 |
| 95 FASTENAL CO | P | 2019-01-22 | 2019-10-24 | $3,537 | $2,821 | $716 | $716 |
| 61 IBM CORP | P | 2019-01-22 | 2019-10-10 | $8,643 | $7,539 | $1,104 | $1,104 |
| 31 J P MORGAN CHASE & CO | P | 2019-01-22 | 2019-12-18 | $4,289 | $3,188 | $1,101 | $1,101 |
| 11 LOCKHEED MARTIN CORP | P | 2019-01-22 | 2019-10-10 | $4,271 | $3,110 | $1,161 | $1,161 |
| 25 POLARIS INDUSTRIES | P | 2019-10-10 | 2019-12-18 | $2,516 | $2,125 | $391 | $391 |
| 95 SOUTHERN CO | P | 2018-05-30 | 2019-01-22 | $4,453 | $4,229 | $224 | $224 |
| 130 STARBUCKS CORP | P | 2018-07-02 | 2019-01-22 | $8,545 | $6,355 | $2,190 | $2,190 |
| 19 STRYKER CORP | P | 2019-01-22 | 2019-10-10 | $4,016 | $3,177 | $839 | $839 |
| 11 TYLER TECHNOLOGIES | P | 2019-04-08 | 2019-10-10 | $2,906 | $2,291 | $615 | $615 |
| 20 VISA INC | P | 2018-09-10 | 2019-01-22 | $2,766 | $2,875 | -$109 | -$109 |
| 310 VODAFONE GROUP | P | 2019-01-22 | 2019-01-30 | $5,520 | $5,938 | -$418 | -$418 |
| 100 VODAFONE GROUP | P | 2019-01-22 | 2019-04-08 | $1,829 | $1,915 | -$86 | -$86 |
| 100 VODAFONE GROUP | P | 2019-01-22 | 2019-04-08 | $1,829 | $1,915 | -$86 | -$86 |
| 165 VODAFONE GROUP | P | 2019-01-22 | 2019-04-08 | $3,018 | $3,160 | -$142 | -$142 |
| 19 WATSCO INC | P | 2019-01-22 | 2019-12-18 | $3,383 | $2,785 | $598 | $598 |
| 60 ABBOTT LABORATORIES | P | 2014-09-17 | 2019-01-22 | $4,254 | $2,609 | $1,645 | $1,645 |
| 2 ALPHABET INC CLASS A | P | 2018-10-25 | 2019-12-18 | $2,703 | $2,184 | $519 | $519 |
| 12 APPLE INC | P | 2018-08-20 | 2019-10-10 | $2,765 | $2,586 | $179 | $179 |
| 12 APPLE INC | P | 2018-08-20 | 2019-12-18 | $3,380 | $2,586 | $794 | $794 |
| 15 AUTO DATA PROCESSING | P | 2011-09-06 | 2019-01-22 | $2,005 | $630 | $1,375 | $1,375 |
| 575 BB&T DS REP 5.625% | P | 2018-03-07 | 2019-11-21 | $15,041 | $14,960 | $81 | $81 |
| 95 CH ROBINSON WORLDWD | P | 2016-10-12 | 2019-01-30 | $8,244 | $6,688 | $1,556 | $1,556 |
| 75 CH ROBINSON WORLDWD | P | 2016-10-12 | 2019-04-08 | $6,691 | $5,280 | $1,411 | $1,411 |
| 35 CANADIAN NATL RAILWY F | P | 2015-06-23 | 2019-01-22 | $2,835 | $2,138 | $697 | $697 |
| 49.76 CHUBB LTD | P | 2016-02-10 | 2019-01-22 | $6,560 | $5,562 | $998 | $998 |
| 175 CISCO SYSTEMS INC | P | 2016-05-02 | 2019-01-22 | $7,881 | $4,781 | $3,100 | $3,100 |
| 25 CUMMINS INC | P | 2016-08-24 | 2019-01-22 | $3,701 | $3,145 | $556 | $556 |
| 19 CUMMINS INC | P | 2016-08-24 | 2019-12-18 | $3,436 | $2,390 | $1,046 | $1,046 |
| 40 DIAGEO PLC | P | 2016-08-24 | 2019-01-22 | $5,688 | $4,595 | $1,093 | $1,093 |
| 50 DIAGEO PLC | P | 2016-08-24 | 2019-05-06 | $8,352 | $5,744 | $2,608 | $2,608 |
| 125 GENTEX CORP | P | 2018-09-10 | 2019-10-10 | $3,251 | $2,947 | $304 | $304 |
| 30 HOME DEPOT INC | P | 2012-07-12 | 2019-01-22 | $5,311 | $1,556 | $3,755 | $3,755 |
| 17 HOME DEPOT INC | P | 2012-07-12 | 2019-10-10 | $3,943 | $882 | $3,061 | $3,061 |
| 30 ILLINOIS TOOL WORKS | P | 2012-01-09 | 2019-01-22 | $3,991 | $1,434 | $2,557 | $2,557 |
| 22 ILLINOIS TOOL WORKS | P | 2012-01-09 | 2019-12-18 | $3,935 | $1,051 | $2,884 | $2,884 |
| 155 INTEL CORP | P | 2012-07-12 | 2019-01-22 | $7,517 | $3,865 | $3,652 | $3,652 |
| 70 JOHNSON & JOHNSON | P | 2012-01-09 | 2019-08-08 | $9,219 | $4,524 | $4,695 | $4,695 |
| 12.85 KONTOOR BRANDS INC | P | 2016-11-14 | 2019-06-03 | $370 | $320 | $50 | $50 |
| 45 MCCORMICK & CO INC | P | 2012-07-12 | 2019-01-22 | $6,246 | $2,741 | $3,505 | $3,505 |
| 55 MCDONALDS CORP | P | 2012-07-12 | 2019-01-22 | $10,095 | $4,997 | $5,098 | $5,098 |
| 39 MEDTRONIC PLC | P | 2015-06-23 | 2019-10-10 | $4,190 | $2,950 | $1,240 | $1,240 |
| 125 PHILIP MORRIS INTL | P | 2012-07-12 | 2019-04-08 | $10,661 | $11,323 | -$662 | -$662 |
| 2 POLARIS INDUSTRIES | P | 2017-01-10 | 2019-12-18 | $201 | $168 | $33 | $33 |
| 25 PUBLIC STORAGE REIT | P | 2017-12-04 | 2019-01-22 | $5,033 | $5,287 | -$254 | -$254 |
| 470 SCE TRUST IV 5.375% PFD | P | 2018-03-07 | 2019-10-10 | $11,043 | $11,963 | -$920 | -$920 |
| 65 SOUTHERN CO | P | 2018-05-30 | 2019-10-10 | $4,023 | $2,894 | $1,129 | $1,129 |
| 45 STARBUCKS CORP | P | 2018-07-02 | 2019-10-10 | $3,864 | $2,200 | $1,664 | $1,664 |
| 45 TANGER FCTRY OUTLET REIT | P | 2017-11-13 | 2019-01-22 | $996 | $1,095 | -$99 | -$99 |
| 200 TANGER FCTRY OUTLET REIT | P | 2017-11-13 | 2019-05-06 | $3,763 | $4,860 | -$1,097 | -$1,097 |
| 380 TANGER FCTRY OUTLET REIT | P | 2017-11-13 | 2019-09-03 | $5,359 | $9,225 | -$3,866 | -$3,866 |
| 65 TEXAS INSTRUMENTS | P | 2018-08-10 | 2019-01-22 | $6,297 | $5,305 | $992 | $992 |
| 34 TEXAS INSTRUMENTS | P | 2017-08-10 | 2019-10-10 | $4,386 | $2,775 | $1,611 | $1,611 |
| 40000 US TREASU NT 1.625% | P | 2018-03-08 | 2019-06-30 | $40,000 | $39,734 | $266 | $266 |
| 20000 US TREASU NT 1.625% | P | 2018-03-08 | 2019-11-21 | $20,162 | $19,897 | $265 | $265 |
| 51 VERIZON COMMUNICATN | P | 2015-06-23 | 2019-12-18 | $3,105 | $2,446 | $659 | $659 |
| 75 CF CORP | P | 2017-08-10 | 2019-01-22 | $6,140 | $4,621 | $1,519 | $1,519 |
| 34 VF CORP | P | 2017-08-10 | 2019-10-24 | $3,073 | $1,966 | $1,107 | $1,107 |
| 5 VISA INC CLASS A | P | 2018-07-26 | 2019-10-10 | $878 | $708 | $170 | $170 |
| 15 VISA INC CLASS A | P | 2018-09-10 | 2019-10-10 | $2,635 | $2,156 | $479 | $479 |
| 30 W.P. CAREY INC REIT | P | 2015-06-23 | 2019-01-22 | $2,091 | $1,815 | $276 | $276 |
| 70 W.P. CAREY INC REIT | P | 2017-12-04 | 2019-01-22 | $4,878 | $5,005 | -$127 | -$127 |
| 10 W.P. CAREY INC REIT | P | 2015-06-23 | 2019-10-10 | $912 | $598 | $314 | $314 |
| 32 W.P. CAREY INC REIT | P | 2016-01-26 | 2019-10-10 | $2,920 | $1,787 | $1,133 | $1,133 |
| 70 WILLIAMS SONOMA | P | 2017-09-12 | 2019-01-22 | $3,674 | $3,476 | $198 | $198 |
| 120 WILLIAMS SONOMA | P | 2017-09-12 | 2019-06-13 | $7,344 | $5,959 | $1,385 | $1,385 |
| 29 WILLIAMS SONOMA | P | 2017-09-12 | 2019-12-18 | $2,112 | $1,440 | $672 | $672 |
| 10 XILINX | P | 2016-01-26 | 2019-01-22 | $909 | $482 | $427 | $427 |
| 34 3M CO | P | 2012-07-12 | 2019-10-10 | $5,201 | $2,934 | $2,267 | $2,267 |
| 5 ABBOTT LABORATORIES | P | 2006-02-17 | 2019-01-22 | $355 | $106 | $249 | $249 |
| 33 ABBOTT LABORATORIES | P | 2006-02-17 | 2019-12-18 | $2,871 | $699 | $2,172 | $2,172 |
| 30 AUTO DATA PROCESSING | P | 2001-08-16 | 2019-01-22 | $4,010 | $1,148 | $2,862 | $2,862 |
| 18 AUTO DATA PROCESSING | P | 2001-08-16 | 2019-12-18 | $3,013 | $689 | $2,324 | $2,324 |
| 50 MICROSOFT CORP | P | 1998-11-03 | 2019-01-22 | $5,334 | $1,331 | $4,003 | $4,003 |
| 24 MICROSOFT CORP | P | 1998-11-03 | 2019-10-10 | $3,348 | $639 | $2,709 | $2,709 |
| 110 XILINX INC | P | 2010-06-23 | 2019-01-22 | $9,997 | $2,868 | $7,129 | $7,129 |
| 0.23 CHUBB LTD | P | 2016-02-09 | 2019-01-22 | $31 | $27 | $4 | $4 |
| 12.14 KONTOOR BRANDS INC | P | 2017-08-10 | 2019-06-03 | $349 | $322 | $27 | $27 |
| 60 PHILLIP MORRIS INTL | P | 2016-01-26 | 2019-04-08 | $5,117 | $5,231 | -$114 | -$114 |
| 25 PUBLIC STORAGE REIT | P | 2017-12-05 | 2019-01-22 | $5,033 | $5,308 | -$275 | -$275 |
| 200 TANGER FCTRY OUTLET REIT | P | 2017-12-04 | 2019-01-22 | $4,427 | $5,005 | -$578 | -$578 |
| PLUG | P | 2017-12-04 | 2019-01-22 | $266 | -$266 | -$266 | |
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $872,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029145 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $842,640 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,772 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $875,813 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.141322 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $791,839 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $797,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044363 | DistributionYr5Rt |
| Total Distribution | 0.288426 | TotalDistributionRt |
| Average Distribution | 0.057685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $929,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,626 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,106 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,245 | TaxDueAmt |
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 | $929,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $943,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $943,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $929,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,005 | TotalTaxAmt |
| Distributable Before Adj | $44,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $6,475 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $6,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,475 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,475 | 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 | $896 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTHEA CENTER | |||||||
| 1400 WILLIAMS ST | DENVER | CO | 80218 | NONE | 501(C)(3) | SPIRITUAL EDUCATION | $6,000 |
| BRENT ELEY FOUNDATION | |||||||
| 11980 EAST 16TH AVENUE | AURORA | CO | 80010 | NONE | 501(C)(3) | TO PROVIDE A HOME FOR FAMILIES WITH CHILDREN FIGHTING CANCER | $500 |
| CENTRAL CITY OPERA HOUSE | |||||||
| 400 SOUTH COLORADO BLVD SUITE 530 | DENVER | CO | 80246 | NONE | 501(C)(3) | CHARITABLE WORKS | $1,500 |
| COLORADO BALLET | |||||||
| 1278 LINCOLN STREET | DENVER | CO | 80203 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $500 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | FREE PUBLIC RADIO | $1,000 |
| COLORADO SYMPHONY ASSOCIATION | |||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | NONE | 501(C)(3) | ARTS | $1,000 |
| DENVER ACADEMY | |||||||
| 4400 EAST ILIFF AVENUE | DENVER | CO | 80222 | NONE | 501(C)(3) | EDUCATION | $7,676 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | NONE | 501(C)(3) | ARTS | $1,500 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK ST | DENVER | CO | 80206 | NONE | 501(C)(3) | HORTICULTURAL RESEARCH | $2,000 |
| DENVER MUSEUM OF NATURE & SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | 501(C)(3) | PROVIDES EDUCATION PROGRAMS FOR YOUTHS AND ADULTS, CONSERVATION OF ARTIFACTS AND SPECIMENS, SCIENTIFIC RESEARCH, AND WORLD CLASS PERMANENT AND TEMPORARY EXHIBITIONS | $1,500 |
| DENVER ZOO | |||||||
| 2300 STEELE ST | DENVER | CO | 80205 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | NONE | 501(C)(3) | ANIMAL CARE | $1,500 |
| HIGH LINE CANAL CONSERVANCY | |||||||
| 915 SOUTH PEARL SUITE 106 | DENVER | CO | 80209 | NONE | 501(C)(3) | PRESERVE, PROTECT AND ENHANCE CANAL FOR FUTURE GENERATIONS | $250 |
| KENT DENVER SCHOOL | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | 501(C)(3) | EDUCATION | $500 |
| KUVO | |||||||
| PO BOX 2040 | DENVER | CO | 80201 | NONE | 501(C)(3) | CHARITABLE WORKS | $1,000 |
| DENVER CENTER FOR PERFORMING ARTS | |||||||
| 1101 13TH ST | DENVER | CO | 80204 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| ROCKY MOUNTAIN PBS | |||||||
| PO BOX 173704 | DENVER | CO | 80217 | NONE | 501(C)(3) | CHARITABLE WORKS | $1,000 |
| SAINT FRANCIS CENTER | |||||||
| 2323 CURTIS STREET | DENVER | CO | 80205 | NONE | 501(C)(3) | TO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY | $2,000 |
| THE THACHER SCHOOL | |||||||
| 5025 THACHER ROAD | OJAI | CA | 93023 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| BLACK BELT FOUNDATION | |||||||
| 5135 S YOSESITE ST | GREENWOOD VILLAGE | CO | 80111 | NONE | 501(C)(3) | USE TAEKWONDO VALUES TO HELP PEOPLE BREAK OUT OF PROVERTY, POOR EDUCATION AND HEALTH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,926 | 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 | $22,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,479 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,479 | 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 | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,880 | $0 | $1,880 |
| PROFESSIONAL FEES | $300 | $0 | $300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $474,738 | EOYBookValueAmt |
| EOYFMV | $684,867 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $236,177 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $243,023 | 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 | $8,300 | Amt |
| Net Investment Income | $8,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $813 | $0 | $0 |
| FOREIGN TAXES | $317 | $317 | $0 |
Comments