BETA

JDO FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JDO FOUNDATION (EIN 45-6194676)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-03-19
IRS object ID
201840789349100304
Schema version
2016v3.0
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)
Return2018-03-19T09:02:20-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Firor & Company CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1274 Union Blvd Suite 333AddressLine1Txt
CityLakewoodCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456194676EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JDO FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJDOFBusinessNameControlTxt
Phone3039337790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard T ThrockmortonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-03-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarl E Firor CPAPreparerPersonNm
PTINP00009558PTIN
Phone3034683490PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$332,044FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,193,546ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$615DividendsNetInvstIncmAmt
Dividends Adj Net Incm$615DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$611,552GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,974CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,974NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,196,140TotalRevAndExpnssAmt
Total Net Invst Incm$2,594TotalNetInvstIncmAmt
Total Adj Net Incm$2,594TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$65,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$32,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$116,016OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$116,016OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,038LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,455AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$154,461OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$262OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$262OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$152,416OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,861TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$13,848TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$29,867OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$65,997TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$65,997TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$637,494OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$629,110OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,094,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$262TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$262TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,009,887TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,094,189TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$262TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$262TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,009,887TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,951ExcessRevenueOverExpensesAmt
Net Investment Income$2,332NetInvestmentIncomeAmt
Adjusted Net Income$2,332AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,942CashBOYAmt
Cash EOY$11,393CashEOYAmt
Cash EOYFMV$11,393CashEOYFMVAmt
Sav And Temp Cash Invst BOY$216,032SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$318,434SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$318,434SavAndTempCashInvstEOYFMVAmt
Inventories BOY$2,615InventoriesBOYAmt
Other Assets BOY$2,217OtherAssetsBOYAmt
Other Assets EOY$2,217OtherAssetsEOYAmt
Other Assets EOYFMV$2,217OtherAssetsEOYFMVAmt
Total Assets BOY$246,806TotalAssetsBOYAmt
Total Assets EOY$332,044TotalAssetsEOYAmt
Total Assets EOYFMV$332,044TotalAssetsEOYFMVAmt
Other Liabilities BOY$16,713OtherLiabilitiesBOYAmt
Total Liabilities BOY$16,713TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$230,093UnrestrictedBOYAmt
Unrestricted EOY$332,044UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$230,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$332,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$246,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$332,044TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$230,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,951ExcessRevenueOverExpensesAmt
Subtotal$332,044SubtotalAmt
Tot Net Ast Or Fund Balances EOY$332,044TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
771 Costco WhslP2016-10-132016-10-14$115,732$116,005-$273-$273
1644 Proctor & GambleP2016-10-132016-10-14$145,326$145,609-$283-$283
8456 MSCIP2017-06-162017-06-19$350,494$347,964$2,530$2,530
FieldValueIRS element (for citing)
Capital Gain Net Income$1,974CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,974NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Subtotal$47SubtotalAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Tax Due$47TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.jdofoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Richard T ThrockmortonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3039337790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Judith D Coon
26 Golden Eagle LaneLittletonCO80127Director40.00$0
Richard T Throckmorton
26 Golden Eagle LaneLittletonCO80127CFO50.00$65,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1To provide IPADS and related teacher training to the children various schools in the United States, Ireland and England along with the required facility preparation.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,009,887ExpensesAndContributionsAmt
Qualifying Distributions$1,009,887QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,009,887AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2011-03-24PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year3$9,064Year3Amt
Total$9,064TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year3$7,704Year3Amt
Total$7,704TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,009,887CurrentYearAmt
Year1$639,126Year1Amt
Year2$420,910Year2Amt
Year3$284,693Year3Amt
Total$2,354,616TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,009,887CurrentYearAmt
Year1$639,126Year1Amt
Year2$420,910Year2Amt
Year3$284,693Year3Amt
Total$2,354,616TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Year3$6,042Year3Amt
Total$6,042TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJudith D CoonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$615RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,974RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,594RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,594TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJudith D CoonContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126 Golden Eagle LaneAddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,193,546TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVarious Publically Held SecuritiesNoncashPropertyDesc
Fair Market Value$609,578FairMarketValueAmt
Received2017-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,455Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$10,038LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Security Deposit$2,217
Security Deposits$2,217$2,217

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$45
Business Registration Fee$1,005
Equipment Donation$551,237$551,237
Facility Internet Donation$20,577$20,577
Insurance$1,106
Office Equipment Expense$544$544
Postage$180$180
Rental Expenses$5,510
Supplies$2,878$2,878
Teacher Principal Meeting Costs$32,884$32,884
Teacher Training$7,310$7,310
Telephone$7,000$7,000
Video Documentation of Programs$6,500$6,500
Workers Compensation$718

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Financial Advisory Fees$262$262$262$0
Outside Contract Services$152,416$0$0$152,416
Payroll Service Fees$1,783$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Taxes$13,848$13,848
UBI Taxes$13

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