BUSHONG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUSHONG FAMILY FOUNDATION (EIN 45-3589756)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349103321
- 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
- 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 | 2019-05-13T15:33:59-05:00 | 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 | 453589756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bushong Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUSH | 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 | SARAH BUSHONG-WEEKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-28 | 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 | 06391520191335000785 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | 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 | $5,183,355 | 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 | $1,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $379,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,266,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,202 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $520,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $530,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $57,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,109 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,542 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $271,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $186,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $471,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,654,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,800,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,044,361 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,752,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,939,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,183,355 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,752,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,939,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,752,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,939,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,752,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,939,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,752,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $186,137 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,939,056 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,939,056 | 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 | $1,266,939 | GrossSalesPriceAmt |
| Cost Or Other Basis | $876,737 | CostOrOtherBasisAmt |
| Gain Or Loss | $390,202 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $390,202 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,362,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046212 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $265,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,041,570 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0527 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $229,486 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,235,270 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $298,647 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,423,149 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $228,018 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,405,914 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042179 | DistributionYr5Rt |
| Total Distribution | 0.239995 | TotalDistributionRt |
| Average Distribution | 0.047999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,615,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $269,551 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,270 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $271,851 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,438 | SubtotalAmt |
| Tax Based On Investment Income | $9,438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $6,838 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Bushong-Weeks | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $57,109 | CompensationAmt |
| 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 | $5,492,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,701,280 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,701,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,615,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,438 | TotalTaxAmt |
| Distributable Before Adj | $271,350 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $271,851 | 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 | $271,851 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $271,851 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $261,362 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $271,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $261,362 | AppliedToYear1Amt |
| Applied To Current Year | $10,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $260,861 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sarah Bushong-Weeks | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | |||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Education Services | $20,000 |
| CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE | |||||||
| 4045 PECOS ST | DENVER | CO | 80211 | N/A | PC | Asylum program | $15,000 |
| COLORADO YOUTH FOR A CHANGE | |||||||
| 2490 W 26TH AVE STE 110A | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $20,000 |
| ENERGY OUTREACH COLORADO | |||||||
| 225 E 16TH AVE STE 200 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $40,000 |
| FRIENDS OF THE SOUND HORSES INC | |||||||
| 6614 CLAYTON RD 105 | ST LOUIS | MO | 63117 | N/A | PC | General & Unrestricted | $40,000 |
| HORSE CARE PROGRAM | |||||||
| PO BOX 733 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $40,000 |
| LUTHERAN SOCIAL SERVICE OF COLORADO | |||||||
| 363 S HARLAN ST STE 200 | LAKEWOOD | CO | 80226 | N/A | PC | Asylum Project | $15,000 |
| NEW GENESIS INC | |||||||
| 1680 N SHERMAN ST | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $10,000 |
| PARENT EDUCATION AND ASSISTANCE FOR KIDS INC | |||||||
| 917 E MORENO AVE STE 140 NO 200 | COLORADO SPRINGS | CO | 80903 | N/A | PC | programs in Colorado locations | $10,000 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 3489 W 72ND AVE STE 211 | WESTMINSTER | CO | 80030 | N/A | PC | Childhood Asylum Project | $15,000 |
| THRIVE CENTER | |||||||
| 2600 S PARKER RD BLDG 3-332 | AURORA | CO | 80014 | N/A | PC | programs in the state of Colorado | $10,000 |
| UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING | |||||||
| 2190 E ASBURY AVE | DENVER | CO | 80208 | N/A | PC | Korbel Center | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,096 | 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 | $379,672 | 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 | $520,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $520,079 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $96,840 | $119,859 |
| ALPHABET INC CL A | $76,951 | $182,868 |
| AMAZON COM | $128,773 | $187,746 |
| AMGEN INC | $88,516 | $150,869 |
| APPLE INC | $68,083 | $173,514 |
| BLACKROCK INC | $123,345 | $98,205 |
| CHEVRON CORP | $124,683 | $130,548 |
| CHUBB LIMITED | $110,713 | $100,115 |
| CRANE CO | $77,879 | $86,616 |
| DIAGEO PLC ADS | $97,955 | $95,715 |
| DOMINION ENERGY INC | $102,273 | $107,190 |
| FACEBOOK INC | $43,223 | $65,545 |
| HOME DEPOT INC | $133,888 | $120,274 |
| JOHNSON & JOHNSON | $143,383 | $167,765 |
| JP MORGAN CHASE | $155,873 | $136,668 |
| KAYNE ANDERSON MLP INV CO | $235,111 | $112,626 |
| LINDE PLC COM | $93,987 | $89,723 |
| LOCKHEED MARTIN CORP | $75,058 | $58,914 |
| MARSH AND MCLENNAN COMPANIES I | $118,989 | $119,625 |
| MEDTRONIC PLC | $100,013 | $118,248 |
| MICROSOFT CORP | $64,843 | $167,591 |
| NOVARTIS AG ADR | $136,032 | $128,715 |
| PALO ALTO NETWORKS INC | $70,264 | $103,593 |
| PIMCO TOTAL RETURN FUND P CLAS | $512,242 | $456,403 |
| REPUBLIC SVCS INC | $85,936 | $86,508 |
| ROCKWELL AUTOMATION INC | $74,248 | $97,812 |
| SPDR DOUBLELINE TOTAL RETURN T | $250,648 | $236,850 |
| SPDR GOLD SHARES | $457,381 | $363,749 |
| SPLUNK INC | $73,322 | $73,395 |
| SUNTRUST BKS INC | $102,120 | $75,660 |
| TEMPLETON GLOBAL BD | $309,178 | $267,141 |
| TEXAS INSTRUMENTS INC | $53,458 | $85,050 |
| THE COCA-COLA CO | $114,605 | $121,926 |
| UNION PACIFIC | $106,292 | $158,965 |
| UNITED TECHNOLOGIES CORP | $107,903 | $98,494 |
| V F CORP | $86,054 | $99,876 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,826 | $21,826 | |
| Bank Charges | $49 | $49 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $57,109 | Amt |
| Net Investment Income | $57,109 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $2,600 | |
| 990-PF Excise Tax for 2017 | $791 | |
| Foreign Tax Paid | $1,542 | $1,542 |