W J D FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- W J D FOUNDATION (EIN 74-2398199)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-20
- IRS object ID
- 202512639349100201
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-20T08:37:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cherokee Financial Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 256 | AddressLine1Txt |
| City | Franktown | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742398199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WJD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN M DEEVY | InCareOfNm |
| Business Name Control | WJDF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DEEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038073839 | PhoneNum |
| Signature | 2025-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Heidi S MacIntyre | PreparerPersonNm |
| PTIN | P00417390 | PTIN |
| Phone | 3032730053 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,669,136 | 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 | $100,372 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $169,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $739,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,187,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $767,578 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96,195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96,195 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,121,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,049,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,885 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,541 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,943 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $107,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $392,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $392,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $392,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $621,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $941,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $376,215 | CashBOYAmt |
| Cash EOY | $310,258 | CashEOYAmt |
| Cash EOYFMV | $310,258 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,462,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,150,244 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,358,878 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,838,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,460,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,669,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,685,614 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,685,614 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,153,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,774,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,838,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,460,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,838,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,460,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,838,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $621,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,460,502 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,460,502 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BAIRD #0226 - SEE ATTACHED | P | $3,884 | $3,685 | $199 | $199 |
| BAIRD #0226 - SEE ATTACHED | P | $177,454 | $123,852 | $53,602 | $53,602 |
| BAIRD #0763 - SEE ATTACHED | P | $13,852 | $13,963 | -$111 | -$111 |
| BAIRD #0763 - SEE ATTACHED | P | $38,379 | $34,799 | $3,580 | $3,580 |
| BAIRD #5651 - SEE ATTACHED | P | $17,702 | $16,713 | $989 | $989 |
| BAIRD #5651 - SEE ATTACHED | P | $85,709 | $68,006 | $17,703 | $17,703 |
| BAIRD #5689 - SEE ATTACHED | P | $52,915 | $40,107 | $12,808 | $12,808 |
| BAIRD #6760 - SEE ATTACHED | $25,656 | $23,228 | $2,428 | $2,428 | |
| BAIRD #6760 - SEE ATTACHED | P | $46,649 | $41,761 | $4,888 | $4,888 |
| BAIRD #8468 - SEE ATTACHED | P | $3,935 | $3,454 | $481 | $481 |
| BAIRD #8468 - SEE ATTACHED | P | $67,345 | $49,949 | $17,396 | $17,396 |
| GS #75426 - SEE ATTACHED | P | $1,139,735 | $1,400,177 | -$260,442 | -$260,442 |
| GS #75426 - SEE ATTACHED | P | $1,345,279 | $539,014 | $806,265 | $806,265 |
| GS #75426 - SEE ATTACHED | P | $93,859 | $11,698 | $82,161 | $82,161 |
| BUILDER - SEE ATTACHED | P | $49,950 | $49,305 | $645 | $645 |
| BUILDER - SEE ATTACHED | P | $88 | $34 | $54 | $54 |
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 | |||
| CAPITAL GAIN DIVIDENDS | P | $24,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $767,578 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,093 | SubtotalAmt |
| Tax Based On Investment Income | $13,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,107 | OverpaymentAmt |
| Applied To ES Tax | $5,107 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN M DEEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038073839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN M DEEVY | ||||||||
| 1 LITTLERIDGE LANE | ENGLEWOOD | CO | 80113 | DIRECTOR/PRESIDENT | 0 | $0 | $0 | $0 |
| CARYN OSTERGARD | ||||||||
| 1 LITTLERIDGE LANE | ENGLEWOOD | CO | 80113 | VP/SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE-GRANTS ONLY | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,740,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,083,713 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,083,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,902,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $595,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $595,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,093 | TotalTaxAmt |
| Distributable Before Adj | $582,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $582,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $392,000 | 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 | $392,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $515,173 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $392,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $392,000 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $123,173 | Taxable2Amt |
| Undistributed Income CY | $582,030 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN DEEVY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION & GENERAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $392,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $392,000 | 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 | $16,211 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,303 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $739,172 | 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 | $1,020,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,020,881 | 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 | BRIAN CARYN DEEVY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LITTLERIDGE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,372 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC - 199 SHARES | $50,188 | 2024-12-30 |
| 1 | NVDIA CORP - 365 SHARES | $50,184 | 2024-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $7,885 | Amt |
| Net Investment Income | $7,885 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD #0226 | $141,369 | $1,313,669 |
| BAIRD #0763 | $151,487 | $223,120 |
| BAIRD #5651 | $464,062 | $594,062 |
| BAIRD #5689 | $389,050 | $554,909 |
| BAIRD #6760 | $134,055 | $148,591 |
| BAIRD #8468 | $336,349 | $577,899 |
| GOLDMAN SACHS #48245 | $100,372 | $98,849 |
| GOLDMAN SACHS #48246 | $428,412 | $903,132 |
| GOLDMAN SACHS #75426 | $2,274,885 | $4,167,766 |
| SCHWAB | $1,730,203 | $3,776,881 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX REFUND | $1,762 | $1,762 |
| OTHER INCOME | $89,951 | $89,951 |
| NON DIVIDEND DISTRIBUTIONS | $4,482 | $4,482 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $94,541 | Amt |
| Net Investment Income | $94,541 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,743 | $1,743 |
| INCOME TAXES | $3,200 | $3,200 |
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