DIAMONDS IN THE ROUGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DIAMONDS IN THE ROUGH FOUNDATION (EIN 84-1551428)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349105182
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:38:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841551428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAMONDS IN THE ROUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAM | BusinessNameControlTxt |
| Phone | 3033200220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 MONROE STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL POLLAK | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 3033200220 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,174,106 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $67,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,293 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,293 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $74,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,112 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,593 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26 | CashBOYAmt |
| Cash EOY | $79,486 | CashEOYAmt |
| Cash EOYFMV | $79,486 | CashEOYFMVAmt |
| Other Investments BOY | $1,148,138 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,017,106 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,094,620 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,148,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,096,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,174,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,148,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,096,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,148,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,148,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,096,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,148,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,257 | OtherIncreasesAmt |
| Subtotal | $1,096,592 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,096,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $274 | GrossSalesPriceAmt |
| Gain Or Loss | $274 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $274 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,118 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Overpayment | $228 | OverpaymentAmt |
| Applied To ES Tax | $228 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAUD CAPITAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7206479879 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FILLMORE ST SUITE 300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL R POLLAK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 MONROE STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,187,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $642 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,191,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,191,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,174,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $851 | TotalTaxAmt |
| Distributable Before Adj | $57,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,705 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $792,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,855 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $865,181 | 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 | $327,531 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $537,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,797 | ExcessFromYear4Amt |
| Excess From Year3 | $62,462 | ExcessFromYear3Amt |
| Excess From Year2 | $124,056 | ExcessFromYear2Amt |
| Excess From Year1 | $198,480 | ExcessFromYear1Amt |
| Excess From Current Year | $72,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADL | |||||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | THE ANTI-DEFAMATION LEAGUE HELPS THOSE WHO ARE VICTIMS OF HATE SPEECH | $5,000 | ||||
| DENVER HEALTH FOUNDATION | |||||||||||
| 655 BROADWAY STE 750 | DENVER | CO | 802033462 | NONE | PC | HELP SUPPORT DENVER HEALTH MEDICAL CENTER AND ITS MISSION TO SUSTAIN AND ADVANCE THE HEALTH AND WELL BEING OF DENVER AND THE ROCKY MOUNTAIN REGION. | $5,000 | ||||
| GLOBAL DOWN SYNDROME FOUNDATION | |||||||||||
| 3300 EAST FIRST AVE SUITE 390 | DENVER | CO | 80206 | NONE | PC | THE GLOBAL DOWN'S SYNDROME FOUNDATION IS DEDICATED TO SIGNIFICANTLY IMPROVING THE LIVES OF PEOPLE WITH DOWN SYNDROME THROUGH RESEARCH, MEDICAL CARE, EDUCATION AND ADVOCACY. | $5,000 | ||||
| NATIONAL JEWISH HEALTH | |||||||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | PC | NATIONAL JEWISH HEALTH IS A DENVER, COLORADO ACADEMIC HOSPITAL DOING RESEARCH AND TREATMENT IN RESPIRATORY, CARDIAC, IMMUNE AND RELATED DISORDERS. IT IS AN INTERNATIONALLY RESPECTED MEDICAL CENTER THAT DRAWS PEOPLE FROM MANY COUNTRIES TO RECEIVE CARE. | $1,030 | ||||
| TEENS FOR FOOD JUSTICE | |||||||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PC | ENSURE UNIVERSAL EQUITABLE ACCESS TO HEALTHY, FRESH, AFFORDABLE FOOD. | $5,181 | ||||
| ROCKY MOUNTAIN JEWISH | |||||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | CHARITABLE SUPPORT | $100 | ||||
| FED WA DC | |||||||||||
| 20TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20551 | NONE | PC | CHARITABLE SUPPORT | $1,000 | ||||
| CAMP KIND CHABAD OF NW | |||||||||||
| 4505 W 112TH AVE | WESTMINSTER | CO | 80031 | NONE | PC | CHARITABLE SUPPORT | $1,360 | ||||
| PY MUSEUM OF OUTDOOR | |||||||||||
| 6331 S FIDDLERS GREEN CIRCLE | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | CHARITABLE SUPPORT | $104 | ||||
| OHR HAMEIR | |||||||||||
| 141 FURNACE WOODS RD | PEEKSKILL | NY | 10566 | NONE | PC | CHARITABLE SUPPORT | $1,000 | ||||
| MAXFUND INC | |||||||||||
| 1005 GALAPAGO ST | DENVER | CO | 80204 | NONE | PC | CHARITABLE SUPPORT | $200 | ||||
| PHASE ONE FOUNDATION | |||||||||||
| 11726 SAN VICENTE BLVD SUITE 560 | LOS ANGELES | CA | 90049 | NONE | PC | CHARITABLE SUPPORT | $1,000 | ||||
| PANCANORG | |||||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | CHARITABLE SUPPORT | $1,000 | ||||
| SOUTHEAST CENT MIDDLETOWN DE | |||||||||||
| 416 HOPE DRIVE | MIDDLETOWN | DE | 19709 | NONE | PC | CHARITABLE SUPPORT | $565 | ||||
| GI RESEARCH FOUNDATION | |||||||||||
| 2070 GREEN BAY RD SUITE 167 | HIGHLAND PARK | IL | 60035 | NONE | PC | CHARITABLE SUPPORT | $500 | ||||
| FRIENDOFYAMAMCOM | |||||||||||
| 100 MENLO PARK DRIVE SUITE 120 | EDISON | NJ | 08837 | NONE | PC | CHARITABLE SUPPORT | $521 | ||||
| HILLEL INTERNATIONAL | |||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE SUPPORT | $1,036 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | PC | CHARITABLE SUPPORT | $12,500 | ||||
| AUSCHWITZ JEWISH CENTE | |||||||||||
| 235 W 56TH ST SUITE 42H | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE SUPPORT | $1,030 | ||||
| THANK ISRAELI SOLDIERS | |||||||||||
| 1201 N MARKET STREET SUITE 111 | WILMINGTON | DE | 19801 | NONE | PC | CHARITABLE SUPPORT | $5,000 | ||||
| NAVYSEALFOUNDATIONORG | |||||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | CHARITABLE SUPPORT | $5,000 | ||||
| GFMGOFUNDME | |||||||||||
| 855 JEFFERSON AVE PO BOX 1329 | REDWOOD CITY | CA | 94063 | NONE | PC | CHARITABLE SUPPORT | $212 | ||||
| MERCY HOUSING | |||||||||||
| 1605 17TH STREET | DENVER | CO | 80202 | NONE | PC | CHARITABLE SUPPORT | $5,000 | ||||
| JCC DENVER | |||||||||||
| 350 S DAHLIA ST | DENVER | CO | 80246 | NONE | PC | CHARITABLE SUPPORT | $25,000 | ||||
| JEWISHEXPER | |||||||||||
| 1553 LIVINGSTON DRIVE | HENDERSON | NV | 89012 | NONE | PC | CHARITABLE SUPPORT | $10,000 | ||||
| MIZEL MUSEUM | |||||||||||
| 400 S KEARNEY ST | DENVER | CO | 80224 | NONE | PC | CHARITABLE SUPPORT | $15,000 | ||||
| BRENTS PLACE | |||||||||||
| 11980 E 16TH AVE | AURORA | CO | 80010 | NONE | PC | CHARITABLE SUPPORT | $360 | ||||
| COACHART | |||||||||||
| 1624 FRANKLIN ST | OAKLAND | CA | 94612 | NONE | PC | CHARITABLE SUPPORT | $5,000 | ||||
| JERUSALEM POST LTD | |||||||||||
| 235 W 56TH ST | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE SUPPORT | $598 | ||||
| YESHIVA TORAS | |||||||||||
| 1025 NE MIAMI GARDENS DR | NORTH MIAMI BEACH | FL | 33179 | NONE | PC | CHARITABLE SUPPORT | $180 | ||||
| SSP BROTHERSFORLIFE | |||||||||||
| NONE | PC | CHARITABLE SUPPORT | $1,030 | HAELLA 115 | KEFAR TRUMAN | IS | 73150 | ||||
| USSKIANDSNOWBOARD | |||||||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | CHARITABLE SUPPORT | $5,069 | ||||
| FDN FOR DEFENSE | |||||||||||
| 1800 M ST NW SUITE 800S | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE SUPPORT | $7,500 | ||||
| BE THE REASON FACEBOOK | |||||||||||
| 3005 ILLINOIS STREET | GOLDEN | CO | 80401 | NONE | PC | CHARITABLE SUPPORT | $517 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,593 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,592 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,159 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SSP BROTHERSFORLIFE | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HAELLA 115 | AddressLine1Txt |
| City | KEFAR TRUMAN | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 73150 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-11-01 | GrantDt |
| Grant | $1,030 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $1,030 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO REASON TO BELIEVE ANY DIVERSION OF FUNDS HAS OCCURRED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-12-31 | VerificationDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALERIAN ETF | AT COST | $100,394 | $129,021 |
| FT NORTH AMERICAN ENERGY | AT COST | $94,719 | $126,058 |
| ISHARES INDIA ETF | AT COST | $93,971 | $114,186 |
| JPM EQUITY PREM | AT COST | $313,521 | $315,725 |
| BLACKROCK HIGH EQ INCOME | AT COST | $202,623 | $199,358 |
| COHEN & STEERS | AT COST | $211,878 | $210,272 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,075 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $537 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,293 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE | Desc |
| Amt | $14,257 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $5,844 | Amt |
| Net Investment Income | $5,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $1,326 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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