BUCKLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BUCKLEY FAMILY CHARITABLE FOUNDATION (EIN 47-1197763)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201721259349101147
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T14:28:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471197763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Buckley Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE BUCKLEY | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520171255000072 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-05 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $520,309 | 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 | $321,287 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,130 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $337,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,282 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $307,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $211,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $514,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $511,718 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $215,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $522,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $520,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $215,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $522,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $522,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $215,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $522,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $307,045 | ExcessRevenueOverExpensesAmt |
| Subtotal | $522,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $522,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $380,066 | GrossSalesPriceAmt |
| Cost Or Other Basis | $309,936 | CostOrOtherBasisAmt |
| Gain Or Loss | $70,130 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $70,130 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,130 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,761 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $207,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.407952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,797 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.163422 | DistributionYr2Rt |
| Total Distribution | 0.571374 | TotalDistributionRt |
| Average Distribution | 0.285687 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $329,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,502 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,541 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,541 | SubtotalAmt |
| Tax Based On Investment Income | $1,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $607 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $934 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jane Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Katie Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Steve Buckley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $334,061 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $334,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $329,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,541 | TotalTaxAmt |
| Distributable Before Adj | $14,912 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,912 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,502 | 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 | $28,502 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $28,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,912 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $5,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,558 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,502 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,590 | RemainingDistriFromCorpusAmt |
| Total Corpus | $94,838 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $94,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,690 | ExcessFromYear2Amt |
| Excess From Year1 | $75,558 | ExcessFromYear1Amt |
| Excess From Current Year | $13,590 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jane Buckley | ContributingManagerNm |
| Contributing Manager | Steve Buckley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPE GIRLS HOPE | |||||||
| 7060 E HAMPDEN AVE STE 203 | DENVER | CO | 80224 | N/A | PC | General & Unrestricted | $1,000 |
| CHILD ADVOCATES - DENVER CASA | |||||||
| 1420 OGDEN ST STE A1 | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $5,000 |
| COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC | |||||||
| 6767 S SPRUCE ST STE 102 | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $2,500 |
| COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC | |||||||
| 6767 S SPRUCE ST STE 102 | CENTENNIAL | CO | 80112 | N/A | PC | hoops for hopes Program | $5,000 |
| DENVER BALLET GUILD | |||||||
| PO BOX 2656 | LITTLETON | CO | 80161 | N/A | PC | Le Bal de Ballet Program | $5,000 |
| FAMILY TREE INC | |||||||
| 3805 MARSHALL ST STE 100 | WHEAT RIDGE | CO | 80033 | N/A | PC | House of Hope Program | $1,000 |
| PAWS ACROSS TEXAS P A T | |||||||
| PO BOX 164084 | FORT WORTH | TX | 76161 | N/A | PC | General & Unrestricted | $1,000 |
| RONALD MCDONALD HOUSE OF FORT WORTH INC | |||||||
| 1004 7TH AVE | FORT WORTH | TX | 76104 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT ST STE 725 | DENVER | CO | 80203 | N/A | PC | Charitable Event | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,194 | ExclusionAmt |
| 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,350 | ExclusionAmt |
| 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) |
|---|---|---|
| Exclusion | $16,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,564 | 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 |
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 Person | Buckley Jane | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4092 E Iris Court | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $321,287 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CANADIAN PACIFIC RAILWAY LTD CP, 380 sh. | $54,323 | 2016-12-28 |
| 1 | APPLE INC AAPL, 100 sh. | $11,606 | 2016-12-23 |
| 1 | APPLE INC AAPL, 100 sh. | $11,606 | 2016-12-23 |
| 1 | APPLE INC AAPL, 603 sh. | $69,981 | 2016-12-23 |
| 1 | HIGHLAND GLOBAL ALLOCATION I HCOYX, 12308 sh. | $118,897 | 2016-04-29 |
| 1 | EBAY INC EBAY, 550 sh. | $13,376 | 2016-04-29 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 300 sh. | $26,499 | 2016-04-29 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMBIAR SMID INVESTOR | $24,083 | $25,948 |
| FIRST TRUST NORTH AMERICAN ENE | $15,463 | $15,472 |
| GOLDMAN SACHS STRATEGIC INC IN | $10,450 | $10,357 |
| HIGHLAND GLOBAL ALLOCATION I | $23,999 | $25,880 |
| INVESCO BALANCED RISK ALLOCATI | $27,720 | $25,900 |
| ISHARES RUSSELL 3000 | $51,786 | $51,596 |
| LEGG MASON BW ALTERNATIVE CRED | $10,479 | $10,359 |
| LOOMIS SAYLES FDS STRATEGIC IN | $21,587 | $20,693 |
| MFS INTERNATIONAL DIVERSIFICAT | $42,583 | $41,477 |
| OPPENHEIMER DEVELOPING MARKETS | $16,061 | $15,555 |
| PIMCO ENHANCED SHORT MATURITY | $25,820 | $25,839 |
| PROSHARES LARGE CAP CORE PLUS | $53,531 | $56,743 |
| PUTNAM EQUITY SPECTRUM FUND Y | $28,364 | $25,830 |
| SUNAMERICA FOCUSED DIVIDEND ST | $51,284 | $51,565 |
| TEMPLETON GLOBAL TOTAL RETURN | $10,287 | $10,333 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $37,347 | $36,284 |
| WESTERN ASSET MACRO OPPORTUNIT | $10,352 | $10,352 |
| WISDOMTREE EMERGING MARKETS DI | $15,383 | $15,413 |
| YACKTMAN FUND, INC. | $37,658 | $36,122 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $4,727 | $4,727 | |
| Bank Charges | $22 | $22 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,282 | Amt |
| Net Investment Income | $2,282 | NetInvestmentIncomeAmt |
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