RAKOWICH FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RAKOWICH FAMILY FOUNDATION INC (EIN 46-0933919)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-29
- IRS object ID
- 201811809349100611
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-29T13:22:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOUGER FRANZMANN & REDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5619 DTC Parkway Suite 475 | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | 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 | 460933919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rakowich Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WALTER C RAKOWICH | InCareOfNm |
| Business Name Control | RAKO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Lincoln Street MAC C7300-498 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER C RAKOWICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7202661040 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON REDMAN | PreparerPersonNm |
| PTIN | P01078042 | PTIN |
| Phone | 7202661040 | PhoneNum |
| Preparation | 2018-05-15 | 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 | $2,850,538 | 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 |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $36 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,428 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,428 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $611,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,267 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $133,267 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,413 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,413 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $185,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,144 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $185,144 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,225 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,211 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,211 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $18,026 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,026 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $18,026 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,462 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $23,462 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $23,462 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $161,682 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,839 | CashBOYAmt |
| Cash EOY | $172,097 | CashEOYAmt |
| Cash EOYFMV | $172,097 | CashEOYFMVAmt |
| US Government Obligations BOY | $656,876 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $644,275 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $644,275 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,561,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,741,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,741,843 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $307,034 | OtherAssetsBOYAmt |
| Other Assets EOY | $292,323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $292,323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,552,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,850,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,850,538 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,552,692 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,850,538 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,552,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,552,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,850,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,552,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $319,168 | OtherIncreasesAmt |
| Subtotal | $2,850,538 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,850,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO # 66945500 STCG/L COVERED | $46,550 | $46,760 | -$210 | -$210 | |
| WELLS FARGO # 66945500 LTCG COVERED | $560,529 | $431,821 | $128,708 | $128,708 | |
| CAPITAL GAIN DIVIDENDS | $4,769 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,267 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $133,267 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,298,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,981 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,495,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06692 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $210,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,652,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $262,935 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,673,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09833 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $90,100 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.307882 | TotalDistributionRt |
| Average Distribution | 0.061576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,701,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,617 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,004 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,617 | SubtotalAmt |
| Tax Based On Investment Income | $1,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,535 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,535 | TotalPaymentsAndCreditsAmt |
| Tax Due | $82 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER C RAKOWICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7202661040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 SOUTH LAFAYETTE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER C RAKOWICH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5051 S LAFEYETTE LANE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFT TO PENNSYLVANIA STATE UNIVERSITY TO CREATE A REAL ESTATE RESEARCH FUND | Description1Txt |
| Expenses1 | $70,000 | Expenses1Amt |
| Description2 | GIFT TO DOWNING STREET FOUNDATION FOR DOWNING HOUSE AND GENERAL OPERATING PURPOSES | Description2Txt |
| Expenses2 | $20,000 | Expenses2Amt |
| Description3 | GIFT TO THE JOHN LESTER FOUNDATION FOR UNRESTRICTED | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
| Description4 | GIFT TO THE CEO FORUM, INC FOR PROMOTION OF INDUSTRY | Description4Txt |
| Expenses4 | $25,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,718,585 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,884,085 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,884,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,701,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,617 | TotalTaxAmt |
| Distributable Before Adj | $133,437 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,437 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,004 | 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 | $183,004 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,617 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $131,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,025 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,458 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $288,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $133,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,567 | RemainingDistriFromCorpusAmt |
| Total Corpus | $338,203 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $338,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,995 | ExcessFromYear4Amt |
| Excess From Year3 | $81,025 | ExcessFromYear3Amt |
| Excess From Year2 | $44,458 | ExcessFromYear2Amt |
| Excess From Year1 | $31,158 | ExcessFromYear1Amt |
| Excess From Current Year | $49,567 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The CEO Forum | ||||||||
| 640 Chapel Hills Dr | Colorado Springs | CO | 80920 | Unrelated | EOF | General Operating | $25,000 | |
| Alliance for choice in Education | ||||||||
| 1201 East Colfax Avenue | Denver | CO | 80128 | Unrelated | EOF | General Operating | $10,000 | Suite 302 |
| The Pennsylvania State University | ||||||||
| 11 Old Main | University Park | PA | 16802 | Unrelated | EOF | Rakowich Real Estate Reserach Fund - Final Installment | $70,000 | |
| National Leadership Academy | ||||||||
| 303 17th Avenue Suite 600 | Denver | CO | 80203 | Unrelated | EOF | Academy Scholarships for 10 Colorado Uplift Students | $8,750 | |
| American Society for Suicide Prevention | ||||||||
| 120 Wall Street 2200 | New York | NY | 10005 | Unrelated | EOF | Doug Bishop Walk | $2,000 | |
| Bridge 2 Rawanda Inc | ||||||||
| 1818 N Taylor Street | Little Rock | AR | 72207 | Unrelated | EOF | Student Tuition | $1,254 | Suite B |
| Downing Street Foundation | ||||||||
| 5150 E Yale Cir Ste 303 | Denver | CO | 80222 | Unrelated | Downning House, General Operating | $20,000 | ||
| Bridge 2 Rwanda Inc | ||||||||
| 1818 N Taylor St Suite B | Little Rock | AZ | 72207 | Unrelated | Student Tuition | $5,000 | ||
| John Lester Foundation | ||||||||
| The John Lester Foundation | Denver | CO | 80113 | EOF | Unrestricted | $25,000 | 105 Glenmoor Ln Englewood | |
| Boys & Girls Clubs | ||||||||
| 2017 West 9th Avenue | Denver | CO | 80204 | EOF | Flight to Luxury donation with no benefits | $5,000 | ||
| Roaring Fork Conservancy | ||||||||
| POBox 3349 | Basalt | CO | 81621 | EOF | River Rendevous | $1,000 | ||
| University of Colorado | ||||||||
| 13001 East 17th Place | Aurora | CO | 80045 | Johnson Depression Center | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,004 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49,464 | RelatedOrExemptFunctionIncmAmt |
| 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) |
|---|---|---|
| Related Or Exempt Function Incm | $133,267 | RelatedOrExemptFunctionIncmAmt |
| 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) |
|---|---|---|
| Related Or Exempt Function Incm | $185,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,144 | 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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | During its history the Foundation has always distributed at least $183,000 in grants. As a result, the cash deemed for charitable activities has been raised to this amount. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ASSETS | Desc |
| BOY Book Value | $307,034 | BOYBookValueAmt |
| EOY Book Value | $292,323 | EOYBookValueAmt |
| EOYFMV | $292,323 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MGMT. FEES | Desc |
| Revenue And Expenses Per Books | $18,026 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,026 | AdjustedNetIncomeAmt |
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