GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN FAMILY FOUNDATION (EIN 84-1465899)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-06
- IRS object ID
- 201721879349100417
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-06T17:30:06-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841158905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAUSEY DEMGEN & MOORE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH ST STE 1450 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | 841465899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 3037591766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART WINGFIELD GILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037591766 | PhoneNum |
| Signature | 2017-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRAEF | PreparerPersonNm |
| PTIN | P00038238 | PTIN |
| Phone | 3032962229 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.32.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-21 | IPDt |
| IP Tm | 14:39:43 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9106F2DE31936CE765099FE2267F34C00BD90591 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89A57B93F59571BBD759DF21A4EB5DDC403E631D | 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 | $808,744 | 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 | $44,187 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $447,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,613 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,912 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,836 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,836 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $160,095 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $236,289 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $231,467 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $447,786 | CorporateStockBOYAmt |
| Corporate Stock EOY | $430,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $564,441 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $644,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $679,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $808,744 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $644,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $679,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $644,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $679,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $644,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $679,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $644,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $679,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $679,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 75 ABBVIE INC | P | 2015-09-24 | 2016-01-06 | $4,286 | $2,298 | $1,988 | $1,988 |
| 195 BANK OF MONTREAL | P | 2016-01-26 | 2016-04-28 | $12,650 | $10,074 | $2,576 | $2,576 |
| 280 BHP BILLITON LTD | P | 2015-06-23 | 2016-01-11 | $6,129 | $11,440 | -$5,311 | -$5,311 |
| 55 CATERPILLAR INC | P | 2015-09-24 | 2016-01-26 | $3,241 | $4,163 | -$922 | -$922 |
| 60 CHEVRON CORPORATION | P | 2015-09-24 | 2016-05-10 | $6,054 | $3,274 | $2,780 | $2,780 |
| 0.23 CHUBB LTD | P | 2016-01-19 | 2016-01-20 | $26 | $26 | $0 | $0 |
| 475 CISCO SYSTEMS INC | P | 2016-05-02 | 2016-08-24 | $14,746 | $12,976 | $1,770 | $1,770 |
| 115 COCA COLA COMPANY | P | 2016-01-26 | 2016-08-24 | $5,041 | $4,843 | $198 | $198 |
| 180 CUMMINS INC | P | 2015-11-24 | 2016-01-26 | $15,324 | $17,843 | -$2,519 | -$2,519 |
| 170 INTEL CORP | P | 2016-01-26 | 2016-08-24 | $5,986 | $4,966 | $1,020 | $1,020 |
| 45 MCDONALDS CORP | P | 2016-01-26 | 2016-08-24 | $5,172 | $5,432 | -$260 | -$260 |
| 95 MICROSOFT CORP | P | 2016-01-26 | 2016-08-24 | $5,501 | $4,964 | $537 | $537 |
| 85 NIKE INC | P | 2016-01-26 | 2016-07-11 | $4,830 | $5,215 | -$385 | -$385 |
| 20 PUBLIC STORAGE | P | 2016-01-26 | 2016-08-24 | $4,469 | $5,054 | -$585 | -$585 |
| 210 ROYAL DUTCH SHELL | P | 2015-06-23 | 2016-03-09 | $10,148 | $12,420 | -$2,272 | -$2,272 |
| 50 UNITED TECHNOLOGIES | P | 2015-09-24 | 2016-01-06 | $4,703 | $4,335 | $368 | $368 |
| 95 XILINX INC | P | 2016-01-26 | 2016-08-24 | $5,122 | $4,578 | $544 | $544 |
| 200 BANK OF MONTREAL | P | 2012-07-12 | 2016-04-28 | $12,974 | $11,229 | $1,745 | $1,745 |
| 180 BRISTOL-MYERS SQUIBB | P | 2012-01-09 | 2016-01-06 | $12,115 | $6,126 | $5,989 | $5,989 |
| 145 CATERPILLAR INC | P | 2012-07-12 | 2016-01-26 | $8,545 | $10,974 | -$2,429 | -$2,429 |
| 125 CHUBB CORPORATION | P | 2012-07-12 | 2016-01-19 | $7,866 | $401 | $7,465 | $7,465 |
| 110 DIAGEO PLC | P | 2012-07-12 | 2016-01-26 | $11,790 | $11,340 | $450 | $450 |
| 255 EMERSON ELECTRIC CO | P | 2012-07-12 | 2016-01-26 | $10,967 | $11,234 | -$267 | -$267 |
| 215 GENERAL MILLS INC | P | 2012-07-12 | 2016-01-26 | $11,809 | $8,373 | $3,436 | $3,436 |
| 35 HOME DEPOT INC | P | 2012-07-12 | 2016-08-24 | $4,724 | $1,816 | $2,908 | $2,908 |
| 30 INTEL CORP | P | 2012-07-12 | 2016-08-24 | $1,056 | $876 | $180 | $180 |
| 50 MCCORMICK & CO INC | P | 2012-07-12 | 2016-08-24 | $5,067 | $3,045 | $2,022 | $2,022 |
| 5 MCDONALDS CORP | P | 2012-07-12 | 2016-08-24 | $575 | $454 | $121 | $121 |
| 5 MICROSOFT CORP | P | 2012-07-12 | 2016-08-24 | $290 | $145 | $145 | $145 |
| 5 PUBLIC STORAGE | P | 2015-06-23 | 2016-08-24 | $1,117 | $935 | $182 | $182 |
| 150 QUALCOMM INC | P | 2013-08-15 | 2016-01-26 | $7,244 | $10,202 | -$2,958 | -$2,958 |
| 100 TRANSCANADA CORP | P | 2012-07-12 | 2016-08-24 | $4,680 | $4,212 | $468 | $468 |
| 160 W.P. CAREY INC | P | 2015-06-23 | 2016-08-24 | $10,579 | $9,813 | $766 | $766 |
| 150 WALT DISNEY CO | P | 2012-05-11 | 2016-01-06 | $15,104 | $5,665 | $9,439 | $9,439 |
| 400 XCEL ENERGY INC | P | 2012-07-12 | 2016-07-20 | $17,404 | $11,559 | $5,845 | $5,845 |
| 325 AT&T INC | P | 2005-11-18 | 2016-11-07 | $11,931 | $8,117 | $3,814 | $3,814 |
| 75 ABBVIE INC | P | 2010-08-10 | 2016-01-06 | $4,286 | $2,298 | $1,988 | $1,988 |
| 175 ABBVIE INC | P | 2006-02-17 | 2016-10-12 | $10,688 | $5,362 | $5,326 | $5,326 |
| 120 BRISTOL-MYERS SQUIBB | P | 2010-08-10 | 2016-01-06 | $8,076 | $3,635 | $4,441 | $4,441 |
| 110 CHEVRON CORPORATION | P | 2001-10-09 | 2016-05-10 | $11,098 | $6,003 | $5,095 | $5,095 |
| 20000 DELTA CNTY CO JS | P | 2011-12-26 | 2016-12-01 | $20,000 | $20,830 | -$830 | -$830 |
| 80 IBM CORP | P | 2009-11-05 | 2016-01-26 | $9,806 | $9,841 | -$35 | -$35 |
| 25000 MET ST CLG DEN CO | P | 2010-06-09 | 2016-12-01 | $25,000 | $25,015 | -$15 | -$15 |
| 220 NIKE INC | P | 2008-12-08 | 2016-07-11 | $12,501 | $3,082 | $9,419 | $9,419 |
| 100 UNITED TECHNOLOGIES | P | 2001-05-01 | 2016-01-06 | $9,405 | $3,906 | $5,499 | $5,499 |
| 50 UNITED TECHNOLOGIES | P | 2001-08-13 | 2016-01-06 | $4,703 | $1,839 | $2,864 | $2,864 |
| 120 BHP BILLITON LTD | P | 2015-09-24 | 2016-01-11 | $2,626 | $4,903 | -$2,277 | -$2,277 |
| 170 ROYAL DUTCH SHELL | P | 2016-01-26 | 2016-03-09 | $8,216 | $6,968 | $1,248 | $1,248 |
| 300 BRISTOL-MYERS SQUIBB | P | 2012-11-13 | 2016-01-06 | $20,191 | $9,089 | $11,102 | $11,102 |
| 250 WALT DISNEY CO | P | 2008-06-19 | 2016-01-06 | $25,174 | $9,441 | $15,733 | $15,733 |
| 75 ABBVIE INC | P | 2010-08-10 | 2016-10-12 | $4,581 | $2,298 | $2,283 | $2,283 |
| 25 AT&T INC | P | 2011-12-26 | 2016-11-07 | $918 | $624 | $294 | $294 |
| 25 QUALCOM INC | P | 2014-07-17 | 2016-01-26 | $1,207 | $1,700 | -$493 | -$493 |
| P | $0 | $0 | |||||
| CAPITAL GAINS DIVIDENDS | P | $123 | $123 | $123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,613 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $791,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049327 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $797,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044363 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,439 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $743,470 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012696 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,480 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $621,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,651 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $437,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049474 | DistributionYr5Rt |
| Total Distribution | 0.190426 | TotalDistributionRt |
| Average Distribution | 0.038085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $875,813 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,495 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,912 | 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 | $1,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $841 | OverpaymentAmt |
| Applied To ES Tax | $841 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEWART GILMAN | IndividualWithBooksNm |
| Phone | 3037591766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE GILMAN PICKARD | ||||||||
| 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STUART WINGFIELD GILMAN | ||||||||
| 5082 E HAMPDEN AVE 323 | DENVER | CO | 80222 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $779,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $889,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $889,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $875,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $42,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,651 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,912 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,300 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,300 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,961 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $44,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENT ELEY FOUNDATION | |||||||
| 11980 EAST 16TH AVENUE | AURORA | CO | 80010 | NONE | 501(C)(3) | TO PROVIDE A HOME FOR FAMILIES WITH CHILDREN FIGHTING CANCER | $500 |
| CENTRAL CITY OPERA HOUSE | |||||||
| 400 SOUTH COLORADO BLVD SUITE 530 | DENVER | CO | 80246 | NONE | 501(C)(3) | CHARITABLE WORKS | $1,000 |
| COLORADO AIDS PROJECT | |||||||
| PO BOX 18529 | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE WORKS | $500 |
| COLORADO BALLET | |||||||
| 1278 LINCOLN STREET | DENVER | CO | 80203 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | FREE PUBLIC RADIO | $500 |
| COLORADO SYMPHONY ASSOCIATION | |||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | NONE | 501(C)(3) | ARTS | $500 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | NONE | 501(C)(3) | ARTS | $1,000 |
| DENVER CENTER FOR THE PERFORMING ARTS | |||||||
| 1101 13TH STREET | DENVER | CO | 80204 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,000 |
| DENVER MUSEUM OF NATURE & SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | 501(C)(3) | PROVIDES EDUCATION PROGRAMS FOR YOUTHS AND ADULTS, CONSERVATION OF ARTIFACTS AND SPECIMENS, SCIENTIFIC RESEARCH, AND WORLD CLASS PERMANENT AND TEMPORARY EXHIBITIONS | $1,000 |
| DENVER ZOO | |||||||
| PO BOX 17745 | DENVER | CO | 80217 | NONE | 501(C)(3) | EDUCATION | $500 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | NONE | 501(C)(3) | ANIMAL CARE | $1,500 |
| DENVER ACADEMY | |||||||
| 4400 EAST ILIFF AVENUE | DENVER | CO | 80222 | NONE | 501(C)(3) | EDUCATION | $2,500 |
| KENT DENVER SCHOOL | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| KUVO | |||||||
| PO BOX 2040 | DENVER | CO | 80201 | NONE | 501(C)(3) | CHARITABLE WORKS | $500 |
| MESA VERDE FOUNDATION | |||||||
| PO BOX 11490 | DENVER | CO | 80211 | NONE | 501(C)(3) | CHARITABLE WORKS | $2,000 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | EDUCATION | $500 |
| ROCKY MOUNTAIN PBS | |||||||
| 1089 BANNOCK STREET | DENVER | CO | 80204 | NONE | 501(C)(3) | CHARITABLE WORKS | $500 |
| SAINT FRANCIS CENTER | |||||||
| 2323 CURTIS STREET | DENVER | CO | 80205 | NONE | 501(C)(3) | TO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY | $105,000 |
| THE THATCHER SCHOOL | |||||||
| 5025 THATCHER ROAD | OJAI | CA | 93073 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,236 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INVESTMENTS GENERATE INCOME TO BE DONATED TO ORGANIZATIONS |
| 9 | FOR VARIOUS CHARITABLE PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ANNE GILMAN PICKARD | ||||||
| 1 | 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | $1,997 | Yes (X) |
| ANNE GILMAN PICKARD | ||||||
| 2 | 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | $17,505 | Yes (X) |
| ANNE GILMAN PICKARD | ||||||
| 3 | 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | $7,583 | Yes (X) |
| ANNE GILMAN PICKARD | ||||||
| 4 | 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | $15,106 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150 SHARES ABBVIE INC | $8,970 | 2016-01-01 |
| 2 | 600 SHARES BRISTOL-MYERS SQUIBB | $41,712 | 2016-01-01 |
| 3 | 200 SHARES UNITED TECHNOLOGIES | $19,380 | 2016-01-01 |
| 4 | 400 SHARES WALT DISNEY CO | $42,536 | 2016-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,912 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,912 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $430,863 | EOYBookValueAmt |
| EOYFMV | $564,441 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $236,289 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $231,467 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARY OF STATE FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $8,678 | Amt |
| Net Investment Income | $8,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $565 | $0 | $0 |
| FOREIGN TAXES | $439 | $439 | $0 |
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