BARDSLEY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931339349100603
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T17:43:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER ST SUITE 900 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | 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 | 841521212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARDSLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARD | BusinessNameControlTxt |
| Phone | 3037811078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037811078 | PhoneNum |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A ZEIDEN CPA | PreparerPersonNm |
| PTIN | P00220979 | PTIN |
| Phone | 7202007000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.66.81.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-02 | IPDt |
| IP Tm | 14:08:34 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8074D81CB70DE45EEACC417F0F0969441537EAA1 | 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 | $6,610,005 | 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 | $2,621,633 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $876 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $876 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,671,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,012,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,450 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,758 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,010 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $900 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,846,583 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $235,825 | CashBOYAmt |
| Cash EOY | $665,724 | CashEOYAmt |
| Cash EOYFMV | $665,724 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,763,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,125,296 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,901,327 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,018,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,079,722 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,042,954 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,018,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,870,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,610,005 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,351 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $1,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,016,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,870,742 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,016,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,018,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,870,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,016,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,846,583 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,198 | OtherIncreasesAmt |
| Subtotal | $5,870,742 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA INTL REAL ESTATE SECURITIES PORT INSTL | P | 2018-02-16 | 2018-11-09 | $40,975 | $42,330 | -$1,355 | -$1,355 |
| DFA INTL VALUE PORT INSTL | P | 2018-02-16 | 2018-11-09 | $30,079 | $35,000 | -$4,921 | -$4,921 |
| OPPENHEIMER STEELPATH MLP SLCT | P | 2018-02-16 | 2018-11-09 | $19,205 | $20,500 | -$1,295 | -$1,295 |
| PIMCO INTL BOND US DOLLAR HEDGED INST | P | 2018-06-08 | 2018-11-09 | $30,006 | $30,000 | $6 | $6 |
| PIONEER ILS INTERVAL FD INST | P | 2018-12-10 | 2018-12-14 | $17,646 | $17,648 | -$2 | -$2 |
| VANGUARD INTERM TAX EXEMPT FD ADMIRAL SHARE | P | 2018-01-01 | 2018-12-31 | $208,835 | $205,284 | $3,551 | $3,551 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-06-08 | 2018-11-09 | $99,498 | $99,954 | -$456 | -$456 |
| DFA INTL SMALL CO PORT INSTL | P | 2009-03-17 | 2018-05-16 | $2,580 | $1,049 | $1,531 | $1,531 |
| DFA INTL VALUE PORT INSTL | P | 2017-01-01 | 2018-05-16 | $30,000 | $22,110 | $7,890 | $7,890 |
| DFA INTL VALUE PORT INSTL | P | 2017-01-01 | 2018-11-09 | $86,896 | $50,066 | $36,830 | $36,830 |
| DFA US MICRO CAP PORT INSTL | P | 2016-08-05 | 2018-11-09 | $51,975 | $43,909 | $8,066 | $8,066 |
| DFA US TARGETED VALUE PORT INSTL | P | 2009-03-17 | 2018-11-09 | $24,975 | $8,072 | $16,903 | $16,903 |
| ISHARES CORE MSCI EMERGING ETF | P | 2015-07-21 | 2018-05-16 | $5,812 | $4,778 | $1,034 | $1,034 |
| ISHARES CORE S&P 500 ETF | P | 2009-03-17 | 2018-11-09 | $113,565 | $31,157 | $82,408 | $82,408 |
| ISHARES RUSSELL 2000 ETF | P | 2009-03-30 | 2018-05-16 | $161 | $41 | $120 | $120 |
| ISHARES RUSSELL 2000 ETF | P | 2009-03-30 | 2018-05-16 | $13,645 | $3,507 | $10,138 | $10,138 |
| ISHARES RUSSELL 2000 ETF | P | 2009-03-30 | 2018-11-09 | $36,975 | $9,901 | $27,074 | $27,074 |
| ISHARES EDG MSCI USA QLTYFCTR ETF | P | 2013-12-04 | 2018-05-16 | $20,187 | $13,128 | $7,059 | $7,059 |
| OPPENHEIMER STEELPATH MLP SLCT 40 Y | P | 2017-01-01 | 2018-11-09 | $94,587 | $120,099 | -$25,512 | -$25,512 |
| PIMCO INCM CL | P | 2012-12-19 | 2018-06-08 | $57,699 | $59,986 | -$2,287 | -$2,287 |
| PIMCO INCM INST CL | P | 2017-01-01 | 2018-11-09 | $83,509 | $73,742 | $9,767 | $9,767 |
| PIMCO INTL BOND US DOLLAR HEDGED INST | P | 2013-05-21 | 2018-06-08 | $11,250 | $11,471 | -$221 | -$221 |
| PIMCO MORTGAGE OPPTY FD INST | P | 2017-01-01 | 2018-06-08 | $45,142 | $46,230 | -$1,088 | -$1,088 |
| PIMCO REAL RETURN FUND INST CL | P | 2017-01-01 | 2018-12-14 | $277,335 | $319,125 | -$41,790 | -$41,790 |
| PIONEER ILS INTERVAL FD INST | P | 2008-12-09 | 2018-02-16 | $13,447 | $8,428 | $5,019 | $5,019 |
| SPDR DOW JONES INTER REAL ESTATE ETF | P | 2009-03-17 | 2018-02-16 | $1,995 | $1,063 | $932 | $932 |
| SPDR DOW JONES INTER REAL ESTATE ETF | P | 2009-03-17 | 2018-02-16 | $3,990 | $2,123 | $1,867 | $1,867 |
| SPDR DOW JONES INTER REAL ESTATE ETF | P | 2009-03-17 | 2018-02-16 | $47,604 | $25,379 | $22,225 | $22,225 |
| T ROWE PRICE INST FLOATING RATE FD | P | 2016-08-05 | 2018-06-08 | $11,955 | $11,990 | -$35 | -$35 |
| VANGUARD REAL ESTATE ETF | P | 2009-03-23 | 2018-11-09 | $21,975 | $6,450 | $15,525 | $15,525 |
| VIRTUS SEIX FLOAT RATE HIGH INCM I | P | 2013-05-21 | 2018-06-08 | $33,414 | $34,950 | -$1,536 | -$1,536 |
| XTRACKERS MSCI EAFE HEDGED EQUITY | P | 2015-01-23 | 2018-05-16 | $9,868 | $8,414 | $1,454 | $1,454 |
| XTRACKERS MSCI EAFE HDGDEQY ETF | P | 2015-01-23 | 2018-11-09 | $10,969 | $9,974 | $995 | $995 |
| ISHARES EDG MSCI USA QLTYFCTR ETF | P | 2013-12-04 | 2018-11-09 | $113,721 | $72,313 | $41,408 | $41,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,304 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,077,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042605 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $226,409 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,674,956 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061609 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,813,982 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032381 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $394,135 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,577,651 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $399,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,503,895 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053179 | DistributionYr5Rt |
| Total Distribution | 0.260437 | TotalDistributionRt |
| Average Distribution | 0.052087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,525,797 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $235,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,603 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,338 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $4,374 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN KITT | IndividualWithBooksNm |
| Phone | 3037811078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,440,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,594,718 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,594,718 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,525,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,206 | TotalTaxAmt |
| Distributable Before Adj | $219,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,871 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,871 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $181,305 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| COLORADO YOUTH TENNIS FOUNDATION | ||||||||||
| 3300 EAST BAYAUD SUITE 201 | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $10,000 | |||
| DENVER ZOO | ||||||||||
| 2300 STEELE STREET | DENVER | CO | 80205 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 | |||
| KENT DENVER | ||||||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $65,500 | |||
| NATHAN YIP FOUNDATION | ||||||||||
| 4600 SOUTH ULSTER STREET SUITE 1400 | DENVER | CO | 80237 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,000 | |||
| ST ANNE'S SCHOOL ANNUAL FUND | ||||||||||
| 2701 SOUTH YORK STREET | DENVER | CO | 80210 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $2,500 | |||
| TENNYSON CENTER FOR CHILDREN | ||||||||||
| 2950 TENNYSON STREET | DENVER | CO | 80212 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $27,500 | |||
| GUAM NATIONAL TENNIS FEDERATION | ||||||||||
| NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 | PO BOX 2312 | HAGATNA | GQ | ||||
| CHILD ADVOCATES DENVER CASA | ||||||||||
| 960 CLARKSON STREET | DENVER | CO | 80218 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $876 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $221,304 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $390,719 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,719 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER LUCE CHARITABLE REMAINDER UNITRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,621,633 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,804.182 SHS PIONEER ILS INTERVAL FD INST. | NoncashPropertyDesc |
| Fair Market Value | $157,568 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,079,722 | EOYBookValueAmt |
| EOYFMV | $2,042,954 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,125,296 | EOYBookValueAmt |
| EOYFMV | $3,901,327 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,450 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,450 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES & INTEREST | Desc |
| Revenue And Expenses Per Books | $2,733 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $7,198 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $27,638 | Amt |
| Net Investment Income | $27,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,758 | $2,758 | $0 |
| FEDERAL TAXES PAID | $2,880 | $0 | $0 |
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