BUCKLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY FAMILY CHARITABLE FOUNDATION (EIN 47-1197763)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201901289349101000
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T13:41:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 471197763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buckley Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE E BUCKLEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191275000074 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EA8749F5180A70E88DDEE9BBFC7096CC231ED37 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,007,710 | 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 | $299,758 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $341,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,273 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,896 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,127 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,728 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,728 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,225 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $675,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $990,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $952,485 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $746,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,046,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,007,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $746,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,046,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $746,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,046,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $746,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,046,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $746,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,036 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,046,213 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,046,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $377,024 | GrossSalesPriceAmt |
| Cost Or Other Basis | $348,222 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,802 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $28,802 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,834 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $544,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,502 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $329,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086619 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $207,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.407952 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,797 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.163422 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.73295 | TotalDistributionRt |
| Average Distribution | 0.183238 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $784,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,760 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,134 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $748 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $748 | SubtotalAmt |
| Tax Based On Investment Income | $748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $448 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jane Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Katie Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Steve Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $731,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $796,501 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $796,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $784,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $748 | TotalTaxAmt |
| Distributable Before Adj | $38,480 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,480 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,480 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,753 | 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 | $34,753 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,480 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $5,690 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,558 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,753 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,727 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,727 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,534 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $106,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,963 | ExcessFromYear4Amt |
| Excess From Year3 | $75,558 | ExcessFromYear3Amt |
| Excess From Year2 | $13,590 | ExcessFromYear2Amt |
| Excess From Year1 | $15,423 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jane Buckley | ContributingManagerNm |
| Contributing Manager | Steve Buckley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARAPAHOE WARRIOR BOOSTER ORGANIZATION | |||||||
| 2201 E DRY CREEK RD | CENTENNIAL | CO | 80122 | N/A | PC | AHS Tennis Court Fund - Girls Tennis 2018 | $2,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $5,000 |
| COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC | |||||||
| 6767 S SPRUCE ST STE 102 | CENTENNIAL | CO | 80112 | N/A | PC | Charitable Event | $5,000 |
| DENVER BALLET GUILD | |||||||
| PO BOX 2656 | LITTLETON | CO | 80161 | N/A | PC | Le Bal de Ballet 2018 Program | $5,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | N/A | PC | General & Unrestricted | $1,000 |
| LITTLETON PUBLIC SCHOOL FOUNDATION | |||||||
| 5776 S CROCKER ST | LITTLETON | CO | 80120 | N/A | PC | Spirit Celebration Program | $2,525 |
| THE ADOPTION EXCHANGE | |||||||
| 14232 E EVANS AVE | AURORA | CO | 80014 | N/A | PC | General & Unrestricted | $2,000 |
| THE INTERNATIONAL RHINO FOUNDATION | |||||||
| 201 MAIN ST STE 2600 | FORT WORTH | TX | 76102 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 10901 W 120TH AVE 200 | BROOMFIELD | CO | 80021 | N/A | PC | Charitable Event | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,025 | 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 | $200 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,271 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,583 | 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 | $42,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,054 | 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 | Buckley Jane | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4092 E Iris Court | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $299,758 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PROSHARES LARGE CAP CORE PLUS CSM, 3749 sh. | $226,177 | 2018-12-31 |
| 1 | SALESFORCE.COM CRM, 430 sh. | $58,579 | 2018-12-31 |
| 1 | APPLE INC AAPL, 95 sh. | $15,002 | 2018-12-31 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $29,649 | $29,813 |
| BERKSHIRE HATHAWAY INC. CLASS | $14,716 | $14,905 |
| BLACKROCK INC | $15,888 | $12,963 |
| CAMBIAR SMID INVESTOR | $43,618 | $44,085 |
| CATALYST MILLBURN HEDGE STRATE | $24,176 | $22,296 |
| DBX DEUTSCHE X TRACKERS RUSSEL | $52,325 | $46,789 |
| EATON VANCE GLOBAL MACRO FD CL | $14,183 | $14,167 |
| FINANCIAL SELECT SECTOR SPDR F | $14,674 | $14,792 |
| FIRST TRUST NORTH AMERICAN ENE | $22,959 | $20,013 |
| ISHARES RUSSELL 3000 | $53,575 | $54,948 |
| LEGG MASON BW ALTERNATIVE CRED | $15,271 | $15,342 |
| LOOMIS SAYLES FDS STRATEGIC IN | $15,888 | $14,990 |
| MFS INTERNATIONAL DIVERSIFICAT | $73,318 | $71,331 |
| OAKMARK INTERNATIONAL ADVISOR | $23,219 | $15,749 |
| OPPENHEIMER DEVELOPING MARKETS | $37,667 | $37,344 |
| PROSHARES LARGE CAP CORE PLUS | $278,524 | $280,853 |
| PROSHARES RUSSELL 2000 DIVIDEN | $15,650 | $15,071 |
| SALESFORCE.COM | $58,579 | $58,898 |
| SUNAMERICA FOCUSED DIVIDEND ST | $31,116 | $26,269 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $44,864 | $42,194 |
| VANGUARD RUSSELL 1000 VALUE ET | $16,022 | $13,982 |
| WESTERN ASSET MACRO OPPORTUNIT | $15,232 | $14,822 |
| WISDOMTREE EMERGING MARKETS DI | $26,861 | $24,442 |
| YACKTMAN FUND, INC | $53,014 | $46,427 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $6,728 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $6,728 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,896 | Amt |
| Net Investment Income | $4,896 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $300 |
| 990-PF Excise Tax for 2017 | $1,827 |
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