GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE F AND VIRGINIA B MARKHAM FOUNDATION INC (EIN 39-6044355)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201901299349101835
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T14:56:44-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY & LARDNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | 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 | 396044355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marianne and George Markham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELSER ENTERPRISES INC | InCareOfNm |
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 4142252284 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E Wisconsin Avenue Suite 3500 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532025306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON J KOHOUT | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4142712400 | PhoneNum |
| Signature | 2019-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABBEY M MAGNUSON | PreparerPersonNm |
| PTIN | P01980814 | PTIN |
| Phone | 4142712400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 151.153.1.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39556220191295000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5D0775DCF45C3D332770D7AFC6F916EB37FD9A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5D0775DCF45C3D332770D7AFC6F916EB37FD9A5 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $425,235 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,289 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,499 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $359 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,428 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,631 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $383,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $350,740 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $345,196 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $347 | OtherAssetsBOYAmt |
| Other Assets EOY | $408 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $408 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $459,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $430,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $425,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $313 | CapitalStockBOYAmt |
| Capital Stock EOY | $313 | CapitalStockEOYAmt |
| Retained Earning BOY | $459,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $430,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $459,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $459,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $430,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $459,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $430,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $430,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $1,169 | $1,169 | $1,169 | |
| LONG TERM SALES | P | $43,279 | $5,330 | $5,330 | $37,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,499 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $459,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $434,002 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,286 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $290,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055988 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $284,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092386 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,086 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $309,684 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077776 | DistributionYr5Rt |
| Total Distribution | 0.39936 | TotalDistributionRt |
| Average Distribution | 0.079872 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $437,809 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,119 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | 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 | $150 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $150 | SubtotalAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Overpayment | $200 | OverpaymentAmt |
| Applied To ES Tax | $200 | 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 | WI | 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 | ELSER ENTERPRISES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142252284 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10556 N PORT WASHINGTON RD SUITE 2 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH M NICHOLSON | ||||||||
| 10556 N PORT WASHINGTON RD STE 203 | MEQUON | WI | 53092 | PRESIDENT AND TREASURER | 1.0 | $0 | $0 | $0 |
| PHILIP T NICHOLSON | ||||||||
| 10556 N PORT WASHINGTON RD STE 203 | MEQUON | WI | 53092 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JASON J KOHOUT | ||||||||
| 777 E Wisconsin Avenue STE 3500 | Milwaukee | WI | 532025306 | SECRETARY & ASST TREAS | 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 | $371,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $444,476 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $444,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $437,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150 | TotalTaxAmt |
| Distributable Before Adj | $21,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | 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 | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $150 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $21,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,025 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,279 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,504 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $94,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $21,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,260 | RemainingDistriFromCorpusAmt |
| Total Corpus | $115,942 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,025 | ExcessFromYear4Amt |
| Excess From Year3 | $14,279 | ExcessFromYear3Amt |
| Excess From Year2 | $12,504 | ExcessFromYear2Amt |
| Excess From Year1 | $21,214 | ExcessFromYear1Amt |
| Excess From Current Year | $21,260 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZAZBETH M NICHOLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL | $300 |
| AMERICAN CIVIL LIBERTIES UNION FDN | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $500 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $300 |
| AUSTIN PETS ALIVE | |||||||
| 1156 W CESAR CHAVEZ | AUSTIN | TX | 78703 | NONE | PC | GENERAL | $250 |
| BOULDER COMMUNITY HOSPITAL FOUNDATION | |||||||
| 1100 BALSAM | BOULDER | CO | 80301 | NONE | PC | GENERAL | $500 |
| BOULDER HISTORY MUSEUM | |||||||
| 1206 EUCLID AVE | BOULDER | CO | 80302 | NONE | PC | GENERAL | $300 |
| BRIDGE HOUSE | |||||||
| 5345 ARAPAHOE AVE 5 | BOULDER | CO | 80303 | NONE | PC | GENERAL | $750 |
| COLORADO PUBLIC RADIO-KVOD | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | PC | GENERAL | $250 |
| COLORADO PUBLIC RADIO-NEWS | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | PC | GENERAL | $500 |
| COLORADO PUBLIC TELEVISION | |||||||
| 2900 WELTON ST | DENVER | CO | 80205 | NONE | PC | GENERAL | $500 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | NONE | PC | GENERAL | $750 |
| THE COMMUNITY FOUNDATION | |||||||
| 2425 35TH AVE SUITE 201 | GREENLEY | CO | 80634 | NONE | PC | GENERAL | $500 |
| DAIRY CENTER OF THE ARTS | |||||||
| 2590 WALNUT ST | BOULDER | CO | 80305 | NONE | PC | GENERAL | $300 |
| DENVER ART MUSEUM | |||||||
| PO BOX 17765 | DENVER | CO | 80217 | NONE | PC | GENERAL | $300 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MA | 21741 | NONE | PC | GENERAL | $750 |
| DANCEWAVE | |||||||
| 45 FOURTH AVENUE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL | $500 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | NONE | PC | GENERAL | $400 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL | $250 |
| ESTES PARK MEDICAL CENTER FOUNDATION | |||||||
| 555 PROSPECT AVE | ESTES PARK | CO | 80517 | NONE | PC | GENERAL | $400 |
| EQUAL JUSTICE UNDER LAW | |||||||
| 601 PENNSYLVANIA AVE SW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL | $250 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $500 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | NONE | PC | GENERAL | $1,500 |
| HOPE FOR THE WARRIORS | |||||||
| 5101 C BLACKLICK RD | ANNADALE | VA | 22003 | NONE | PC | GENERAL | $250 |
| INTERCAMBIO DE COMUNIDADES | |||||||
| 4735 WALNUT ST SUITE B | BOULDER | CO | 80301 | NONE | PC | GENERAL | $1,250 |
| KGNU INDEPENDENT COMMUNITY RADIO | |||||||
| 4700 WALNUT ST | BOULDER | CO | 80301 | NONE | PC | GENERAL | $200 |
| LIGHTHOUSE WRITERS WORKSHOP | |||||||
| 1515 RACE ST | DENVER | CO | 80206 | NONE | PC | GENERAL | $1,300 |
| MILTON ACADEMY | |||||||
| 170 CENTRE ST | MILTON | MA | 02186 | NONE | PC | GENERAL | $250 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $3,000 |
| NEW YORK TIMES NEEDIEST CASES FUND | |||||||
| 4 CHASE METROTECH CENTER 7TH FLOOR | BROOKLYN | NY | 11245 | NONE | PC | GENERAL | $250 |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PC | GENERAL | $500 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 E 38TH ST | DENVER | CO | 80207 | NONE | PC | GENERAL | $1,500 |
| PLANNED PARENTHOOD OF WISCONSIN | |||||||
| 302 NORTH JACKSON ST | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL | $250 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $250 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | NONE | PC | GENERAL | $500 |
| PRO PUBLICA INC | |||||||
| 55 BROADWAY 23RD FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $1,250 |
| ROCKY MOUNTAIN PBS | |||||||
| 1089 BANNOCK ST | DENVER | CO | 80204 | NONE | PC | GENERAL | $1,000 |
| SAFE PLACE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PC | GENERAL | $500 |
| THE SALVATION ARMY | |||||||
| 1370 PENNSYLVANIA ST | DENVER | CO | 80203 | NONE | PC | GENERAL | $500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HWY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL | $250 |
| SAVE THE HARBORSAVE THE BAY | |||||||
| 212 NORHTERN AVE SUITE 304W | BOSTON | MA | 02210 | NONE | PC | GENERAL | $2,000 |
| STANFORD MAGAZINE | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL | $150 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL | $2,250 |
| STANFORD UNIVERSITY LAW SCHOOL | |||||||
| 559 NATHAN ABBOT WAY | STANFORD | CA | 94305 | NONE | PC | GENERAL | $2,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | BOULDER | CO | 80217 | NONE | PC | GENERAL | $250 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 111 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | GENERAL | $250 |
| WATCH TOWER BIBLE AND TRACT SOCIETY | |||||||
| 25 COLUMBUS HEIGHTS | BROOKLYN | NY | 11201 | NONE | PC | GENERAL | $5,000 |
| WESTERN NATIONAL PARKS ASSOCIATION | |||||||
| 12880 N VISTOSO VILLAGE WAY | TUCSON | AZ | 85755 | NONE | PC | GENERAL | $250 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | NONE | PC | GENERAL | $1,500 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | NONE | PC | GENERAL | $250 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | GENERAL | $500 |
| COMPASSION & CHOICES | |||||||
| PO Box 485 | Etna | NH | 03750 | NONE | PC | GENERAL | $300 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE SUITE 6 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERA | $250 |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL | $250 |
| THE INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $250 |
| SEED GLOBAL HEALTH | |||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | NONE | PC | GENERAL | $500 |
| HUALALAI OHANA FOUNDATION | |||||||
| PO BOX 5227 | KAILAUKONA | HI | 96745 | NONE | PC | GENERAL | $250 |
| CARING CHOICES | |||||||
| 1398 RIDGEWOOD DRIVE | CHICO | CA | 95973 | NONE | PC | GENERAL | $500 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL | $500 |
| HUMANE SOCIETY OF VENTURA COUNTY | |||||||
| 402 BRYANT ST | OJAI | CA | 93023 | NONE | PC | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,750 | 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 | $1,289 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,909 | 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 | $6,499 | 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 | $15,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,697 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELSER ENTERPRISES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INTL FUND | $25,334 | $23,209 |
| AMERICAN FUNDS EUROPACIFIC | $25,752 | $24,069 |
| BAIRD INTER BOND FUND | $172,605 | $168,484 |
| PIMCO FOREIGN BOND FUND | $7,237 | $7,333 |
| PIMCO REAL RETURN FUND | $18,867 | $17,901 |
| WELLS ADVANTAGE INTL BD FUND | $6,735 | $6,949 |
| ISHARES TR S&P 500/BARRA | $16,390 | $18,985 |
| ISHARES TR S&P 500 VALUE | $19,014 | $18,205 |
| ISHARES RUSSELL 2000 VALUE IDX | $12,758 | $11,399 |
| ISHARES RUSSELL 2000 GROWTH ID | $10,896 | $11,424 |
| SPDR TR UNIT SER 1 | $35,152 | $37,238 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH IN TRANSIT | Desc |
| BOY Book Value | $347 | BOYBookValueAmt |
| EOY Book Value | $408 | EOYBookValueAmt |
| EOYFMV | $408 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT COUNSEL | $166 | $166 |
| CUSTODY FEE | $193 | $193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2017 EXCISE TAX | $337 | |
| 2018 EXCISE TAX | $350 | |
| FOREIGN TAXES WITHHELD | $132 | $132 |
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