BETA

GREG AND KAREN JONES FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GREG AND KAREN JONES FAMILY FOUNDATION (EIN 47-3240379)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-04
IRS object ID
201901559349100615
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-04T15:13:00-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17887 E BELLEVIEW AVE SUITE 700AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473240379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREG AND KAREN JONESBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGREGBusinessNameControlTxt
Phone3039473260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110506 W SUNDANCE MOUNTAINAddressLine1Txt
CityLITTLETONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM MICHAEL JONESPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone3039473260PhoneNum
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYLE MATTERNPreparerPersonNm
PTINP00037847PTIN
Phone3037590089PhoneNum
Preparation2019-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.225.135.84IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm17:56:40IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA6BC4E33CEB3BE568752407A0D7638F4F9695418AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$139,812FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,615DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,544NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,956GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$735OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,032TotalRevAndExpnssAmt
Total Net Invst Incm$2,753TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$707OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$707OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,357TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,157TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,157TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,825ExcessRevenueOverExpensesAmt
Net Investment Income$1,596NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$140,436CashBOYAmt
Cash EOY$37,183CashEOYAmt
Cash EOYFMV$37,183CashEOYFMVAmt
Sav And Temp Cash Invst BOY$38,435SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$101,863SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,629SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$178,871TotalAssetsBOYAmt
Total Assets EOY$139,046TotalAssetsEOYAmt
Total Assets EOYFMV$139,812TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$178,871UnrestrictedBOYAmt
Unrestricted EOY$139,046UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$178,871TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$178,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$139,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$178,871TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,825ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$139,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$139,046TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$154,923NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.187190DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$109,621NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.199734DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$79,686NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.386924TotalDistributionRt
Average Distribution0.128975AverageDistributionRt
Net Vl Noncharitable Assets$156,952NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,243AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,259AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$16InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$16TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM MICHAEL JONESIndividualWithBooksNm
Phone3039473260PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110506 W SUNDANCE MOUNTAINAddressLine1Txt
CityLITTLETONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY ERLE JONES
3 GOLDEN EAGLE LANELITTLETONCO80127BOARD MEMBER0.25$0$0$0
WILLIAM MICHAEL JONES
10506 W SUNDANCE MOUNTAINLITTLETONCO80127BOARD MEMBER0.25$0$0$0
KAREN SALTER JONES
3 GOLDEN EAGLE LANELITTLETONCO80127BOARD MEMBER0.25$0$0$0
DIANNE LEARY JONES
10506 W SUNDANCE MOUNTAINLITTLETONCO80127BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,533AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,809AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,342TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,952NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Tax$16TotalTaxAmt
Distributable Before Adj$7,832DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,832DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,832DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$16PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,484AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,832DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$12,440ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,889ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,329TotalExcessDistributionCyovAmt
Qualifying Distributions$46,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,832AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,668RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$72,997TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$72,997ExcessDistriCyovToNextYrAmt
Excess From Year2$12,440ExcessFromYear2Amt
Excess From Year1$21,889ExcessFromYear1Amt
Excess From Current Year$38,668ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAMS PLACE
7931 S BROADWAYLITTLETONCO80122501 (C) (3)MENTAL ILLNESS EDUCATION$1,000
BOYS HOPE GIRLS HOPE
7060 E HAMPDEN AVENUEDENVERCO80224501 (C) (3)HELPING YOUTH AT RISK$7,500
BOYS HOPE GIRLS HOPE
7060 E HAMPDEN AVENUEDENVERCO80224501 (C) (3)HELPING YOUTH AT RISK$500
CATHOLIC CHARITIES ARCHDIOCESE OF DENVER
6240 SMITH ROADDENVERCO80216501 (C)(3)HELPING THOSE IN NEED$2,000
FOOD BANK OF THE ROCKIES
3900 NOME STREET UNIT TDENVERCO80239501 (C) (3)MAKE FOOD SECURITY A REALITY$1,000
HABITAT FOR HUMANITY
550 S WADSWORTHLAKEDWOODCO80226501 (C) (3)HELPING FAMILIES BUILD$500
INFINITE HERO FOUNDATION
22365 EL TORO ROADLAKE FORESTCA92630501 (C) (3)HELPING VETERANS AND THEIR FAMILIES$2,500
WHITTIER COLLEGE
16406 E PHILADELPHIA STWHITTIERCA906080634501 (C) (3)HUGH MENDEZ SCHOLARSHIP FUND$10,000
WOMEN'S BEAN PROJECT
3201 CURTIS STREETDENVERCO80205501 (C) (3)HELPING UNEMPLOYED WOMEN$5,000
WOMEN'S BEAN PROJECT
3201 CURTIS STREETDENVERCO80205501 (C) (3)HELPING UNEMPLOYED WOMEN$500
COLORADO UPLIFT
400 W 48TH AVE SUITE 250DENVERCO80216501 (C) (3)MENTORING URBAN YOUTH$5,000
WESTERN RIVERS CONSERVANCY
71 SW OAK ST STE100PORTLANDOR97204501 (C) (3)PROTECT OUTSTANDING RIVER ECOSYSTEMS IN THE WESTERN UNITED STATES$5,000
COLORADO TROUT UNLIMITED
1536 WYNKOOP ST SUITE 320DENVERCO80202501 (C) (3)RESTORATION, EDUCATION AND OTHER LOCAL CONSERVATION PROJECTS$5,000
COLORADO TROUT UNLIMITED
1536 WYNKOOP ST SUITE 320DENVERCO80202501 (C) (3)RESTORATION, EDUCATION AND OTHER LOCAL CONSERVATION PROJECTS$500
ST VINCENT DEPAUL SOCIETY
2746 FIFTH STCASTLE ROCKCO80104501 (C) (3)THE SOCIETY OF ST. VINCENT DE PAUL OFFERS TANGIBLE ASSISTANCE TO THOSE IN NEED ON A PERSON-TO-PERSON BASIS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,615ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,544RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCd
TALLGRASS PTP INVESTMENT211130-$20314
TALLGRASS PTP INVESTMENT - ORDINARY GAIN211130$93814

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$735UnrelatedBusinessTaxblIncmAmt
Exclusion$2,753ExclusionAmt
Related Or Exempt Function Incm$5,544RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,032TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$900Amt
Net Investment Income$450NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
DEERE & CO2018-01PURCHASED2018-07$11,109$13,613$0-$2,504
BAXTER INTERNAITONAL INC2016-11PURCHASED2018-02$20,119$13,895$0$6,224
TALLGRASS ENERGY LP2018-03PURCHASED2018-07$17,728$15,904$0$1,824

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFOUNDATION FEEDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TALLGRASS PTP INVESTMENT-$203$0-$203
TALLGRASS PTP INVESTMENT - ORDINARY GAIN$938$0$938

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$707Amt
Net Investment Income$707NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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