BANSBACH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BANSBACH FOUNDATION (EIN 84-1464322)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201921309349101967
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)
Return2019-05-10T12:41:16-04:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841464322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bansbach FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBANSBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 S Cherry Street Suite 1005AddressLine1Txt
CityGlendaleCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80246ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPamela G BansbachPersonNm
Person TitlePresident TreasPersonTitleTxt
Phone3033206778PhoneNum
Signature2019-05-10SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.238.181.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm12:42:26IPTm
Federal Original Submission Id8478472019130krfr5ooFederalOriginalSubmissionId
Federal Original Submission Id2019-05-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA34218FAE018DCA44087757FC17F192D0168637FAtSubmissionCreationDeviceId
At Submission Filing Device IdA34218FAE018DCA44087757FC17F192D0168637FAtSubmissionFilingDeviceId
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$5,938,262FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$427,766ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$738InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$738InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$122,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$122,893DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,784,569GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,211CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$580,608TotalRevAndExpnssAmt
Total Net Invst Incm$152,842TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$23,170OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,764OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,406OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,406TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$323,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$323,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$346,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$328,431TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$234,413ExcessRevenueOverExpensesAmt
Net Investment Income$135,078NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,474CashBOYAmt
Cash EOY$16,696CashEOYAmt
Cash EOYFMV$16,696CashEOYFMVAmt
Sav And Temp Cash Invst BOY$671,157SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$656,551SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$656,551SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,189,007CorporateStockBOYAmt
Corporate Stock EOY$4,446,804CorporateStockEOYAmt
Corporate Stock EOYFMV$5,265,015CorporateStockEOYFMVAmt
Total Assets BOY$4,885,638TotalAssetsBOYAmt
Total Assets EOY$5,120,051TotalAssetsEOYAmt
Total Assets EOYFMV$5,938,262TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$733,292CapitalStockBOYAmt
Capital Stock EOY$733,292CapitalStockEOYAmt
Additional Paid In Capital BOY$4,152,346AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$4,386,759AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$4,885,638TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,120,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,885,638TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,120,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,885,638TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$234,413ExcessRevenueOverExpensesAmt
Subtotal$5,120,051SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,120,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySchedule 1PropertyDesc
Acquired2015-08-12AcquiredDt
Sold2018-09-19SoldDt
Gross Sales Price$1,784,569GrossSalesPriceAmt
Cost Or Other Basis$1,755,358CostOrOtherBasisAmt
Gain Or Loss$29,211GainOrLossAmt
Gains Minus Excess Or Losses$29,211GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$29,211CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$271,126AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,746,967NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047177DistributionYr1Rt
Adjusted Qlfy Distri Yr2$278,045AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,684,496NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059354DistributionYr2Rt
Adjusted Qlfy Distri Yr3$328,953AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,931,017NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066711DistributionYr3Rt
Adjusted Qlfy Distri Yr4$171,031AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,334,978NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$82,612AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,228,264NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02559DistributionYr5Rt
Total Distribution0.238286TotalDistributionRt
Average Distribution0.047657AverageDistributionRt
Net Vl Noncharitable Assets$6,334,451NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$301,881AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,351NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$303,232AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$328,431QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,351InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,351SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,351TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,724EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$19,724TotalPaymentsAndCreditsAmt
Overpayment$18,373OverpaymentAmt
Applied To ES Tax$18,373AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksPamela G BansbachIndividualWithBooksNm
Phone3033206778PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1650 S Cherry Suite 1005AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80246ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Pamela G Bansbach
650 S Cherry Suite 1005DenverCO80246President Treasurer20.00$0$0$0
Louis P Bansbach IV
650 South Cherry Suite 1005DenverCO80246Director5.00$0$0$0
Brooke Bansbach Maloy
650 South Cherry Suite 1005DenverCO80246Secretary1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,177,911AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,430,915TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,430,915AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,334,451NetVlNoncharitableAssetsAmt
Minimum Investment Return$316,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$316,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,351TaxBasedOnInvestmentIncomeAmt
Total Tax$1,351TotalTaxAmt
Distributable Before Adj$315,372DistributableBeforeAdjAmt
Distributable Before Ded$315,372DistributableBeforeDedAmt
Distributable As Adjusted$315,372DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$328,431ExpensesAndContributionsAmt
Qualifying Distributions$328,431QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,351PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$327,080AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$315,372DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$87,361ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,631ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$131,992TotalExcessDistributionCyovAmt
Qualifying Distributions$328,431QualifyingDistributionsAmt
Applied To Current Year$315,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,059RemainingDistriFromCorpusAmt
Total Corpus$145,051TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$145,051ExcessDistriCyovToNextYrAmt
Excess From Year3$87,361ExcessFromYear3Amt
Excess From Year2$44,631ExcessFromYear2Amt
Excess From Current Year$13,059ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLouis P Bansbach and Pam BansbachContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSchedule 2RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1Schedule 2AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80246ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipSchedule 2RecipientRelationshipTxt
Grant Or Contribution PurposeSchedule 2GrantOrContributionPurposeTxt
Amt$323,025Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$323,025TotalGrantOrContriPdDurYrAmt
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$738ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122,893ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,212ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$152,843ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,843TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Louis P Bansbach III CLAT 1
1650 S Cherry Street Suite 1005DenverCO80246$213,883Yes (X)
Louis P Bansbach III CLAT 2
2650 S Cherry Street Suite 1005DenverCO80246$213,883Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockInvestmentsStockNm
EOY Book Value$4,446,804EOYBookValueAmt
EOYFMV$5,265,015EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Asset Management Fees$17,764$17,764$0$0
Administrative Fees$5,406$0$0$5,406

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