GREG AND KAREN JONES FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND KAREN JONES FAMILY FOUNDATION (EIN 47-3240379)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-16
- IRS object ID
- 202000769349100705
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-16T11:42:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 E BELLEVIEW AVE SUITE 700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | 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 | 473240379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREG AND KAREN JONES | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREG | BusinessNameControlTxt |
| Phone | 3039473260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10506 W SUNDANCE MOUNTAIN | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM MICHAEL JONES | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 3039473260 | PhoneNum |
| Signature | 2020-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE MATTERN | PreparerPersonNm |
| PTIN | P00037847 | PTIN |
| Phone | 3037590089 | PhoneNum |
| Preparation | 2020-03-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.225.135.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-10 | IPDt |
| IP Tm | 15:41:07 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6BC4E33CEB3BE568752407A0D7638F4F9695418 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,829 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $56 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,839 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,230 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $516 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $516 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,183 | CashBOYAmt |
| Cash EOY | $22,881 | CashEOYAmt |
| Cash EOYFMV | $22,881 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,948 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $139,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $139,046 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $98,089 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $98,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $98,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $98,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $98,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EVOLUTION PERTROLEUM CORP | P | 2018-05-31 | 2019-03-14 | $6,847 | $9,575 | -$2,728 | -$2,728 |
| HEICO CORP NEW | P | 2018-07-18 | 2019-07-11 | $13,278 | $7,772 | $5,506 | $5,506 |
| PHILLIPS 66 | P | 2018-05-31 | 2019-05-28 | $8,077 | $11,693 | -$3,616 | -$3,616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $156,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.296167 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $154,923 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187190 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $109,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.199734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $79,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.683091 | TotalDistributionRt |
| Average Distribution | 0.170773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $128,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,032 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,000 | 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 | $27 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27 | 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 | Yes (1) | 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 | WILLIAM MICHAEL JONES | IndividualWithBooksNm |
| Phone | 3039473260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10506 W SUNDANCE MOUNTAIN | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY ERLE JONES | ||||||||
| 3 GOLDEN EAGLE LANE | LITTLETON | CO | 80127 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| WILLIAM MICHAEL JONES | ||||||||
| 10506 W SUNDANCE MOUNTAIN | LITTLETON | CO | 80127 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| KAREN SALTER JONES | ||||||||
| 3 GOLDEN EAGLE LANE | LITTLETON | CO | 80127 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| DIANNE LEARY JONES | ||||||||
| 10506 W SUNDANCE MOUNTAIN | LITTLETON | CO | 80127 | BOARD MEMBER | 0.25 | $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 | $100,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $130,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27 | TotalTaxAmt |
| Distributable Before Adj | $6,416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $27 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $12,440 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,997 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,416 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,584 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $115,581 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,440 | ExcessFromYear3Amt |
| Excess From Year2 | $21,889 | ExcessFromYear2Amt |
| Excess From Year1 | $38,668 | ExcessFromYear1Amt |
| Excess From Current Year | $42,584 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS HOPE GIRLS HOPE | ||||||
| 7060 E HAMPDEN AVENUE | DENVER | CO | 80224 | 501 (C) (3) | HELPING YOUTH AT RISK | $7,500 |
| BOYS HOPE GIRLS HOPE | ||||||
| 7060 E HAMPDEN AVENUE | DENVER | CO | 80224 | 501 (C) (3) | HELPING YOUTH AT RISK | $500 |
| CATHOLIC CHARITIES ARCHDIOCESE OF DENVER | ||||||
| 6240 SMITH ROAD | DENVER | CO | 80216 | 501 (C)(3) | HELPING THOSE IN NEED | $2,000 |
| COLORADO TROUT UNLIMITED | ||||||
| 1536 WYNKOOP ST SUITE 320 | DENVER | CO | 80202 | 501 (C) (3) | RESTORATION, EDUCATION AND OTHER LOCAL CONSERVATION PROJECTS | $5,000 |
| COLORADO TROUT UNLIMITED | ||||||
| 1536 WYNKOOP ST SUITE 320 | DENVER | CO | 80202 | 501 (C) (3) | RESTORATION, EDUCATION AND OTHER LOCAL CONSERVATION PROJECTS | $500 |
| FOOD BANK OF THE ROCKIES | ||||||
| 3900 NOME STREET UNIT T | DENVER | CO | 80239 | 501 (C) (3) | MAKE FOOD SECURITY A REALITY | $1,000 |
| HABITAT FOR HUMANITY | ||||||
| 550 S WADSWORTH | LAKEDWOOD | CO | 80226 | 501 (C) (3) | HELPING FAMILIES BUILD | $500 |
| ROMAN CATHOLIC BISHOP LAS VEGAS | ||||||
| 336 CATHEDRAL WAY | LAS VEGAS | NV | 89109 | 501 (C) (3) | HELP FAMILIES AND FURTHER EDUCATION | $20,000 |
| ST VINCENT DEPAUL SOCIETY | ||||||
| 2746 FIFTH ST | CASTLE ROCK | CO | 80104 | 501 (C) (3) | THE SOCIETY OF ST. VINCENT DE PAUL OFFERS TANGIBLE ASSISTANCE TO THOSE IN NEED ON A PERSON-TO-PERSON BASIS | $500 |
| WESTERN RIVERS CONSERVANCY | ||||||
| 71 SW OAK ST STE100 | PORTLAND | OR | 97204 | 501 (C) (3) | PROTECT OUTSTANDING RIVER ECOSYSTEMS IN THE WESTERN UNITED STATES | $5,000 |
| WOMEN'S BEAN PROJECT | ||||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 501 (C) (3) | HELPING UNEMPLOYED WOMEN | $5,000 |
| WOMEN'S BEAN PROJECT | ||||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 501 (C) (3) | HELPING UNEMPLOYED WOMEN | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,839 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,839 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,069 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | TAX PREP FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| HEICO CORP NEW | 2018-05 | PURCHASED | 2019-06 | $16,075 | $9,201 | $0 | $6,874 |
| TALLGRASS ENERGY | 2018-07 | PURCHASED | 2019-10 | $15,707 | $15,904 | $0 | -$197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLORADO REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 US TREASURY TAXES PAID IN 2019 | CategoryTxt |
| Amt | $16 | Amt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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