GREG AND KAREN JONES FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREG AND KAREN JONES FAMILY FOUNDATION (EIN 47-3240379)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201741289349101524
- 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
- Gain Loss Sale Other Assets Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T15:07:30-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840817888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUERLE AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 E BELLEVIEW AVE STE 700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801116021 | 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 | 473240379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREG AND KAREN JONES | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREG | BusinessNameControlTxt |
| Phone | 3039473260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10506 W SUNDANCE MOUNTAIN | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM MICHAEL JONES | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 3039473260 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE D MATTERN CPA | PreparerPersonNm |
| PTIN | P00037847 | PTIN |
| Phone | 3037590089 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A1EEE6E0BA4349F2EDAECD85698C2DD816AAB3A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DF15BA34CAC9834C84B12E5ADC2AC7B26DB1B20 | 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 | $111,290 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $992 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $992 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,848 | GrossSalesPriceAmt |
| Total Rev And Expnss | $52,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $997 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $997 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $485 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $997 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,900 | CashBOYAmt |
| Cash EOY | $37,051 | CashEOYAmt |
| Cash EOYFMV | $37,051 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $72,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,239 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $80,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $80,900 | UnrestrictedBOYAmt |
| Unrestricted EOY | $109,883 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,983 | ExcessRevenueOverExpensesAmt |
| Subtotal | $109,883 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $109,883 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $79,686 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $109,621 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,900 | 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 | $5 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5 | SubtotalAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $5 | 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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM MICHAEL JONES | IndividualWithBooksNm |
| Phone | 3039473260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10506 W SUNDANCE MOUNTAIN | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY ERLE JONES | ||||||||
| 3 GOLDEN EAGLE LANE | LITTLETON | CO | 80127 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| WILLIAM MICHAEL JONES | ||||||||
| 10506 W SUNDANCE MOUNTAIN | LITTLETON | CO | 80127 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| KAREN SALTER JONES | ||||||||
| 3 GOLDEN EAGLE LANE | LITTLETON | CO | 80127 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| DIANNE LEARY JONES | ||||||||
| 10506 W SUNDANCE MOUNTAIN | LITTLETON | CO | 80127 | BOARD MEMBER | 0.20 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $74,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,290 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $111,290 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5 | TotalTaxAmt |
| Distributable Before Adj | $5,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,895 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,984 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,984 | AppliedToYear1Amt |
| Applied To Current Year | $5,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,440 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,440 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WHITTIER COLLEGE | ||||||||
| 16406 E PHILADELPHIA ST | PO BOX 634 | WHITTIER | CA | 906080634 | 501 (C) (3) | HUGH MENDEZ SCHOLARSHIP FUND | $10,000 | |
| ROCKY MOUNTAIN RESEARCH AND | ||||||||
| PO BOX 440313 | AURORA | CO | 800440313 | 501 (C) (3) | IMPROVING HEALTH AND SAFETY IN ROCKY | $400 | PREVENTION INSTITUTE | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 7060 E HAMPDEN AVENUE | SUITE 203 | DENVER | CO | 80224 | 501 (C) (3) | HELPING YOUTH AT RISK | $1,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 3900 NOME STREET UNIT T | DENVER | CO | 80239 | 501 (C) (3) | MAKE FOOD SECURITY A REALITY | $500 | ||
| COLORADO PUBLIC RADIO | ||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | 501 (C) (3) | ENRICH COMMUNITY THROUGH NEWS | $500 | ||
| WOMEN'S BEAN PROJECT | ||||||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 501 (C) (3) | HELPING UNEMPLOYED WOMEN | $1,000 | ||
| SAMARITAN HOUSE | ||||||||
| 2301 LAWRENCE ST | DENVER | CO | 80205 | 501 (C) (3) | SECURE FOOD, CLOTHING, HOUSING | $1,000 | ||
| WOMEN'S BEAN PROJECT | ||||||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 501 (C) (3) | HELPING UNEMPLOYED WOMEN | $2,500 | ||
| WOMEN'S BEAN PROJECT | ||||||||
| 3201 CURTIS STREET | DENVER | CO | 80205 | 501 (C) (3) | HELPING UNEMPLOYED WOMEN | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,361 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $997 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,361 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,358 | 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 | GREGORY E JONES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 GOLDEN EAGLE LN | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $990 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CLOROX COMPANY 189054109 | 2016-02 | PURCHASE | 2016-11 | $9,169 | $10,101 | -$932 |
| LOCKHEED MARTIN 539830109 | 2016-02 | PURCHASE | 2016-07 | $12,679 | $10,386 | $2,293 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $485 | Amt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
Comments