TWO LIGHTS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TWO LIGHTS FOUNDATION INC (EIN 47-1342003)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102593
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:03:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471342003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWO LIGHTS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWOL | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER S GOODELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN DEPAOLI | PreparerPersonNm |
| PTIN | P00371138 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.29.152.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 11:29:09 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 76FF2A6BB2396675DA7FC3BECCB7F23E28595D91 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB03248700C55E7316312EA5AE12D7916242AABD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,829,821 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $960,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,688 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,144,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,313 | 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 |
| Other Prof Fees Rev And Expnss | $110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,659,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,659,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,682,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,659,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,794,544 | CashBOYAmt |
| Cash EOY | $2,212,907 | CashEOYAmt |
| Cash EOYFMV | $2,212,907 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,923,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,105,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,114,167 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $688,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $549,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $502,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,406,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,867,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,829,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,131,864 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,131,864 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,274,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,735,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,406,469 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,867,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,406,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,867,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,406,469 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,868,423 | SubtotalAmt |
| Other Decreases | $596 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,867,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN #1006 | P | $667,731 | $613,847 | $53,884 | $53,884 |
| JP MORGAN #1006 | P | $263,926 | $264,787 | -$861 | -$861 |
| INGALLS AND SNYDER #9670 | P | $29,342 | $10,677 | $18,665 | $18,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,688 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,550,156 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,365,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.288908 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,623,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,930,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.841081 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,116,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,464,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.452929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $450,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,481,956 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.181309 | DistributionYr4Rt |
| Total Distribution | 1.764227 | TotalDistributionRt |
| Average Distribution | 0.441057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,019,190 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,772,692 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,773,966 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,659,234 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,837 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,837 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $290 | OverpaymentAmt |
| Applied To ES Tax | $290 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 | CO ANDERSEN TAX LLC D DEPAOLI | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | DIRECTOR - PART-TIME | 0.00 | $0 | $0 | $0 |
| JANE S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | DIRECTOR - PART-TIME | 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 | $2,928,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,102,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,753 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,080,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,080,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,019,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,547 | TotalTaxAmt |
| Distributable Before Adj | $198,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,659,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,659,234 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,659,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $405,971 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $993,108 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,532,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,285,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,216,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,659,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,460,821 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,677,806 | 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 | $5,677,806 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $405,971 | ExcessFromYear4Amt |
| Excess From Year3 | $993,108 | ExcessFromYear3Amt |
| Excess From Year2 | $1,532,807 | ExcessFromYear2Amt |
| Excess From Year1 | $1,285,099 | ExcessFromYear1Amt |
| Excess From Current Year | $1,460,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER S GOODELL | ContributingManagerNm |
| Contributing Manager | JANE S GOODELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||
| 2202 N WESTSHORE BLVD SUITE 455 | TAMPA | FL | 33607 | PC | GENERAL USE | $25,000 |
| CHAUTAUQUA FOUNDATION | ||||||
| ONE AMES AVENUE | CHAUTAUQUA | NY | 14722 | PC | GENERAL USE | $400,000 |
| DIA ART FOUNDATION | ||||||
| 535 W 22ND ST | NEW YORK | NY | 10011 | PC | GENERAL USE | $464,734 |
| NEW YORK PRESBYTERIAN - LAWRENCE HOSPITAL | ||||||
| 55 PALMER AVE | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $50,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | PC | GENERAL USE | $50,000 |
| ONE LOVE FOUNDATION | ||||||
| 119 PONDFIELD ROAD PO BOX 368 | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $200,000 |
| GENYOUTH FOUNDATION | ||||||
| 515 MADISON AVENUE 26TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL USE | $10,000 |
| CHESTER PITTS CHARITABLE | ||||||
| PO BOX 1545 | FRESNO | TX | 77545 | PC | GENERAL USE | $5,000 |
| THE ROBIN HOOD FOUNDATION | ||||||
| 826 BROADWAY FL 9 | NEW YORK | NY | 10003 | PC | GENERAL USE | $12,000 |
| TUSTIN PUBLIC SCHOOLS FOUNDATION | ||||||
| 150 EL CAMINO REAL STE 140 | TUSTIN | CA | 92780 | PC | GENERAL USE | $1,200 |
| PENNSYLVANIA STATE UNIVERSITY | ||||||
| 312 OLD MAIN POLLOCK ROAD | UNIVERSITY PARK | PA | 16802 | PC | GENERAL USE | $1,500 |
| SYRACUSE UNIVERSITY | ||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | PC | GENERAL USE | $1,500 |
| THE JOE TORRE SAFE AT HOME FOUNDATION | ||||||
| 55 W 39TH STREET STE 600 | NEW YORK | NY | 10018 | PC | GENERAL USE | $10,000 |
| THE BRONXVILLE SCHOOL FOUNDATION | ||||||
| 177 PONFIELD ROAD | NEW YORK | NY | 10708 | PC | GENERAL USE | $14,000 |
| DESTINATION COLLEGE | ||||||
| 4 BARRELL COURT | CONCORD | NH | 03301 | PC | GENERAL USE | $10,000 |
| TJR FOUNDATION | ||||||
| 7601 MIAMI LAKES DR | MIAMI LAKES | FL | 33014 | PC | GENERAL USE | $10,000 |
| THE BOB WOODRUFF FOUNDATION | ||||||
| 1350 BROADWAY SUITE 905 | NEW YORK | NY | 10018 | PC | GENERAL USE | $9,800 |
| CHAMPION CHARITIES | ||||||
| 555 BRYANT STREET 230 | PALO ALTO | CA | 94301 | PC | GENERAL USE | $4,000 |
| THE GIRLS FOUNDATION OF TANZANIA | ||||||
| PO BOX 11224 | PORTLAND | ME | 04104 | PC | GENERAL USE | $500 |
| FOUNDATION FOR AFRICAN MEDICINE & EDUCATION | ||||||
| 4553 CRIMSONWOOD DR | REDDING | CA | 96001 | PC | GENERAL USE | $40,000 |
| THE TANZANIAN CHILDREN'S FUND | ||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL USE | $25,000 |
| SANCTUARY FOR FAMILIES | ||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL USE | $25,000 |
| INNER CITY SCHOLARSHIP FUND | ||||||
| 1011 1ST AVENUE STE 1800 | NEW YORK | NY | 10022 | PC | GENERAL USE | $25,000 |
| REFORMED CHURCH OF BRONXVILLE | ||||||
| 180 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $15,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL USE | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,659,234 | 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 | $72,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,313 | 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 |
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 | ROGER JANE GOODELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR EQUITY MARKET NEUTRAL | AT COST | $22,213 | $20,230 |
| AQR LONG-SHORT EQUITY | AT COST | $67,816 | $54,642 |
| BLACKSTONE ALT MULTI-STRAT | AT COST | $118,797 | $112,026 |
| CRM LONG/SHORT OPPORTUNITIES FUND | AT COST | $65,788 | $61,818 |
| THE ARBITRAGE FUND-I | AT COST | $23,948 | $23,086 |
| TORTOISE MLP & PIPELINE | AT COST | $55,368 | $45,772 |
| SPDR GOLD SHARS | AT COST | $50,313 | $49,123 |
| ARROWPOINT GLOBAL OPPORTUNITY FUND | AT COST | $49,753 | $49,753 |
| PGIM GLOBAL REAL ESTATE FUND | AT COST | $95,865 | $86,297 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO FMV ADJUSTMENT FOR SECURITIES CONTRIBUTED | Desc |
| Amt | $596 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMORGAN | $10,025 | $10,025 | $0 |
| INGALLS & SNYDER | $6,919 | $6,919 | $0 |
| ADMIN EXPENSE | $25 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATION SERVICE COMPANY EXPENSE | CategoryTxt |
| Amt | $110 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $46 | $0 | $0 |
| FEDERAL ESTIMATED | $6,000 | $0 | $0 |