MIKE LEPRINO FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MIKE LEPRINO FAMILY FOUNDATION (EIN 31-1510265)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201731219349100813
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T11:37:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | 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 | 311510265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIKE LEPRINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 3034807612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 WEST 38TH AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802112200 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LEPRINO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3034807612 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN A MOTTRAM CPA | PreparerPersonNm |
| PTIN | P00244026 | PTIN |
| Phone | 3036942190 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.109.58.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-27 | IPDt |
| IP Tm | 16:44:09 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B84A64D32BA10DA84DDB6EDE39D27D1AB0FE3DD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 257C7CF34123C55F8BE728C8FA6C6F7AD01AAA48 | 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 | $4,036,432 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$129,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,825,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$96,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,078 | 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 | $3,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,776 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,570 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$337,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,451 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,700,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,254,839 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,925,981 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,798,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,365,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,036,432 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $95,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $95,000 | 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 | $3,703,030 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,365,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,703,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,365,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,798,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,365,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,703,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$337,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,365,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,365,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO-PUBLICLY TRADED SECURITIES SHORT TERM | P | $1,584,849 | $1,819,345 | -$234,496 | -$234,496 |
| WELLS FARGO-PUBLICLY TRADED SECURITIES LONG TERM | P | $1,240,627 | $1,136,140 | $104,487 | $104,487 |
| CLASS ACTION SETTLEMENT-SCHERING-PLOUGH CO | P | $53 | $53 | $53 | |
| CLASS ACTION SETTLEMENT-LEHMAN BROTHERS | P | $37 | $37 | $37 | |
| CAPITAL GAINS DIVIDENDS | P | $219 | $219 | $219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$129,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,197,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,551,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.263105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,288,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,464,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $319,405 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,947,956 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $419,796 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,050,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103632 | DistributionYr5Rt |
| Total Distribution | 0.499993 | TotalDistributionRt |
| Average Distribution | 0.099999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,150,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $415,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $415,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,966 | OverpaymentAmt |
| Applied To ES Tax | $5,966 | 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 | Yes (1) | 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 | NANCY LEPRINO | IndividualWithBooksNm |
| Phone | 3034807612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 WEST 38TH AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802112200 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MIKE LEPRINO | ||||||||
| 1830 WEST 38TH AVENUE | DENVER | CO | 802112200 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LAURA LEPRINO | ||||||||
| 1830 WEST 38TH AVENUE | DENVER | CO | 802112200 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY LEPRINO | ||||||||
| 1830 WEST 38TH AVENUE | DENVER | CO | 802112200 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY LEPRINO | ||||||||
| 1830 WEST 38TH AVENUE | DENVER | CO | 802112200 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,196,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,213,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,213,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,150,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $207,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $207,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $207,496 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $226,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $981,591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,341,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207,496 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,850 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,344,079 | 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 | $226,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,117,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,362 | ExcessFromYear4Amt |
| Excess From Year1 | $981,591 | ExcessFromYear1Amt |
| Excess From Current Year | $2,850 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY LEPRINO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1830 WEST 38TH AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802112200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3034807612 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS TO INDIVIDUALS OR FOR LOBBYING ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTY FORD CENTER | |||||||
| 4752 US 9 | HOWELL | NJ | 07731 | NONE | PC | CHARITABLE | $2,000 |
| MIZEL INSTITUTE | |||||||
| 400 SOUTH KEARNEY STREET | DENVER | CO | 80224 | NONE | PF | EDUCATIONAL | $5,000 |
| UNIVERSITY OF COLORADO HOSPITAL FOUNDATION | |||||||
| 12401 E 17TH AVENUE MAILSTOP F-485 | AURORA | CO | 80045 | NONE | PC | SCIENTIFIC | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$129,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$96,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$96,298 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP AND ACCOUTING FEES | CategoryTxt |
| Amt | $3,553 | Amt |
| Net Investment Income | $1,777 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,776 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO ADVANTAGE GOVERNMENT MONEY MARKET SERVICE #743 | AT COST | $376,160 | $376,160 |
| LOCKHEED MARTIN CORP | AT COST | $91,825 | $113,973 |
| ALIBABA GROUP HOLDING LTD | AT COST | $262,249 | $286,436 |
| AMAZON COM INC | AT COST | $146,281 | $202,465 |
| HOME DEPOT INC | AT COST | $143,354 | $156,337 |
| DOLLAR TREE INC | AT COST | $59,630 | $65,294 |
| SHERWIN WILLIAMS CO | AT COST | $81,380 | $125,502 |
| THE PRICELINE GROUP INC | AT COST | $152,893 | $170,063 |
| TRACTOR SUPPLY CO COM | AT COST | $7,028 | $6,823 |
| WALT DISNEY CO | AT COST | $119,997 | $123,396 |
| CONSTELLATION BRANDS INC | AT COST | $90,895 | $123,568 |
| THE KRAFT HEINZ COMPANY | AT COST | $83,862 | $94,218 |
| CROWN CASTLE INTERNAITONAL CORP | AT COST | $110,582 | $100,827 |
| FLEETCOR TECHNOLOGIES INC | AT COST | $31,862 | $42,739 |
| INTERCONTINENTAL EXCHANGE, INC | AT COST | $99,390 | $96,309 |
| WELLS FARGO & CO | AT COST | $123,605 | $131,548 |
| CELGENE CORP COM | AT COST | $122,917 | $157,883 |
| UNITED HEALTH GROUP INC | AT COST | $162,346 | $252,223 |
| ACCENTURE PLC | AT COST | $96,907 | $98,975 |
| ACTIVISION BLIZZARD INC | AT COST | $136,915 | $119,163 |
| ALPHABET INC CL A | AT COST | $118,456 | $137,094 |
| FACEBOOK INC | AT COST | $112,596 | $287,050 |
| SALESFORCE COM INC | AT COST | $226,065 | $210,857 |
| VISA INC-CLASS A SHRS | AT COST | $80,660 | $244,203 |
| DOMINO'S PIZZA ENTERPRISES LTD NPV | AT COST | $91,144 | $88,847 |
| PAPAL HOLDINGS INC | AT COST | $125,840 | $114,028 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $24,796 | $24,796 | $0 |
| BANK ADMINISTRATIVE FEES | $3,140 | $1,570 | $1,570 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2016 ESTIMATED TAX PAYMENT | $1,707 | $0 | $0 |
| FOREIGN TAXES | $1,246 | $1,246 | $0 |
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