CALM FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALM FOUNDATION (EIN 45-3337097)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349101825
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:58:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751706222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISH & DAVIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST CAMPBELL ROAD SUITE 410 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453337097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALM | BusinessNameControlTxt |
| Phone | 7196417777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2207 ST VINCENT COURT | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA TESSAROWICZ | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 7196417777 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN DAVIS CPA | PreparerPersonNm |
| PTIN | P00171069 | PTIN |
| Phone | 9722319060 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $778,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,406 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,459 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,853 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,474 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $485,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,275 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $97,709 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $163,600 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $97,709 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $97,709 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Assets BOY | $146,458 | OtherAssetsBOYAmt |
| Other Assets EOY | $177,635 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $177,635 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $795,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $778,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $778,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $795,060 | UnrestrictedBOYAmt |
| Unrestricted EOY | $778,619 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $795,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $778,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $795,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $778,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $795,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,441 | ExcessRevenueOverExpensesAmt |
| Subtotal | $778,619 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $778,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $621,988 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087944 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $846,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $871,142 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053401 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $758,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063269 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $505,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068294 | DistributionYr5Rt |
| Total Distribution | 0.324283 | TotalDistributionRt |
| Average Distribution | 0.064857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $766,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,741 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $292 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $583 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $583 | SubtotalAmt |
| Tax Based On Investment Income | $583 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $602 | 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 | TX | 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 |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA TESSAROWICZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7196417777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 WOOD AVE | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80907 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL TESSAROWICZ | ||||||||
| 4070 SLEEPING INDIAN LN | COLORADO SPRINGS | CO | 80907 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE TESSAROWICZ | ||||||||
| 4070 SLEEPING INDIAN LN | COLORADO SPRINGS | CO | 80907 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEC TESSAROWICZ | ||||||||
| 3285 BRIGGS AVENUE | ALAMEDA | CA | 94501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA TESSAROWICZ | ||||||||
| 2031 WOOD AVENUE | COLORADO SPRINGS | CO | 80907 | PRESIDENT/TR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $503,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $275,344 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $778,619 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $778,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $766,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $583 | TotalTaxAmt |
| Distributable Before Adj | $37,764 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,764 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,764 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,812 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,236 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,868 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,876 | ExcessFromYear4Amt |
| Excess From Year3 | $3,812 | ExcessFromYear3Amt |
| Excess From Year2 | $1,893 | ExcessFromYear2Amt |
| Excess From Year1 | $24,268 | ExcessFromYear1Amt |
| Excess From Current Year | $9,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA TESSAROWICZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 WOOD AVENE | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7196417777 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| KRCC-FM | |||||
| 912 NORTH WEBER ST | COLORADO SPRINGS | CO | 80903 | RADIO STATION-LOCAL NEWS & PROGRAMS | $2,000 |
| ROCKY MTN WOMEN'S FILM FESTIVAL | |||||
| 421 S TEJON ST SUITE 333 | COLORADO SPRINGS | CO | 80903 | 3-DAY CELEBRATION OF WOMEN & FILM | $6,000 |
| EARLY CONNECTIONS | |||||
| 104 E RIO GRANDE ST | COLORADO SPRINGS | CO | 80903 | EARLY CARE & EDUCATION FOR CHILDREN | $2,000 |
| CHEYENNE MOUNTAIN ZOO | |||||
| 4250 CHEYENNE MTN ZOO RD | COLORADO SPRINGS | CO | 80906 | ZOOLOGICAL PARK | $15,000 |
| TAIKO SOCIETY | |||||
| PO BOX 2023 | MONUMENT | CO | 80132 | PERFORMING ARTS | $2,000 |
| KCME | |||||
| 1921 NORTH WEBER STREET | COLORADO SPRINGS | CO | 80907 | IND PUBLIC RADIO STATION | $2,000 |
| PIKES PEAK COMMUNITY FOUNDATION | |||||
| 730 N NEVADA AVE | COLORADO SPRINGS | CO | 80903 | YOUTH DOCUMENTARY ACADEMY | $8,000 |
| PEAK STARTUP | |||||
| 415 N TEJON ST | COLORADO SPRINGS | CO | 80903 | PROMOTES BUSINESS STARTUP IDEAS | $2,500 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||
| 723 N WEBER ST | COLORADO SPRINGS | CO | 80903 | PROMOTE & SUPPPORT NONPROFIT SECTOR | $2,500 |
| ADVANCING THE GOSPEL IN ANGOLA | |||||
| 25 MAPLE STREET | ADDISON | NY | 14801 | PROMOTE THE GOSPEL OF JESUS | $2,000 |
| INDY GIVE | |||||
| 235 S NEVADA AVE | COLORADO SPRINGS | CO | 80903 | SUPPORT OTHER NONPROFITS | $2,000 |
| COLORADO SPRINGS PHILHARMONIC GUILD | |||||
| PO BOX 7584 | COLORADO SPRINGS | CO | 80933 | ARTS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,406 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,756 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,853 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,944 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,959 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,959 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 2017-07 | PURCHASE | 2017-12 | $120,077 | $110,097 | $9,980 |
| FIDELITY INVESTMENTS | 2016-07 | PURCHASE | 2017-12 | $112,755 | $114,250 | -$1,495 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN LEE SPIRITS | $25,000 | $25,000 | $25,000 |
| INVESTMENT IN SNAPADVICE | $10,000 | $10,000 | |
| INVESTMENT IN LOT SPOT | $25,000 | $25,000 | |
| INVESTMENT IN LIL MARKET | $121,458 | $117,635 | $117,635 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT TRANSACTION FEES | $56 | $56 |
| MEMBERSHIPS | $4,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LIL MARKET K1 | $9,533 | $9,533 |
| OTHER GAINS | $61,320 | $61,320 |
| LOSS ON INVESTMENT | -$60,000 | -$60,000 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (7 entries)
| Balance DueBalanceDueAmt |
|---|
| LOAN TO JOSEPH COLEMAN |
| $15,000 |
| LOAN TO MILIBO ART THEATRE |
| $49,500 |
| LOAN TO BSR |
| LOAN TO GET OUTFITTED |
| LOAN TO LOYAL |
| $8,209 |
| LOAN TO GZ |
| LOAN TO PUBLIC MARKET |
| $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $687 | |
| FOREIGN INCOME TAX | $257 | $257 |