BUSHONG FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BUSHONG FAMILY FOUNDATION (EIN 45-3589756)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201601269349100345
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453589756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bushong Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH BUSHONG WEEKS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,037,654 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,125,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,130 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,130 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,055 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,190 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,206 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$186,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $195,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $586,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $586,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,977,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,399,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,451,296 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,172,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,986,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,037,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,172,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,986,066 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,172,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,986,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,172,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,986,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,172,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$186,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,986,066 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,986,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,125,485 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,151,745 | CostOrOtherBasisAmt |
| Gain Or Loss | -$26,260 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$26,260 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $298,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,423,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055069 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,018 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,405,914 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042179 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,955 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,364,852 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,637,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.104696 | TotalDistributionRt |
| Average Distribution | 0.026174 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,235,270 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,779 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,237 | 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 | $751 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $751 | SubtotalAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $649 | OverpaymentAmt |
| Applied To ES Tax | $649 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Bushong-Weeks | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,944,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,314,995 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,314,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,235,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $751 | TotalTaxAmt |
| Distributable Before Adj | $261,013 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $261,013 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $261,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $230,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $751 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $230,238 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $230,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $230,237 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $1 | Taxable2Amt |
| Undistributed Income CY | $261,013 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sarah Bushong-Weeks | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | |||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Educational Development Project | $30,000 |
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | |||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Educational Development Project | $5,383 |
| CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE | |||||||
| 4045 PECOS ST | DENVER | CO | 80211 | N/A | PC | Refugees & Asylum Program | $21,000 |
| CATHOLIC CHARITIES SAMARITAN HOUSE | |||||||
| 2301 LAWRENCE ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $10,000 |
| COLORADO YOUTH FOR A CHANGE | |||||||
| 2931 W 25TH AVE APT 201 | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $15,000 |
| HORSE CARE PROGRAM | |||||||
| PO BOX 733 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $30,000 |
| JEWISH FAMILY SERVICE OF COLORADO INC | |||||||
| 3201 S TAMARAC DR STE 200 | DENVER | CO | 80231 | N/A | PC | New American Services Refugees Program | $4,000 |
| LUTHERAN SOCIAL SERVICE OF COLORADO | |||||||
| 363 S HARLAN ST STE 200 | LAKEWOOD | CO | 80226 | N/A | PC | Refugees & Asylum Program | $13,383 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 3489 W 72ND AVE STE 211 | WESTMINSTER | CO | 80030 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING | |||||||
| 2190 E ASBURY AVE | DENVER | CO | 80208 | N/A | PC | Human Trafficking Center Program | $2,000 |
| WWP INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $20,000 |
| ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS | |||||||
| 10554 S PERRY PARK RD | LARKSPUR | CO | 80118 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,766 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $98,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,095 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $1,135 | Amt |
| Disbursements Charitable Prps | $1,135 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $149,237 | $311,204 |
| AMGEN INC | $77,531 | $113,631 |
| APPLE INC | $109,873 | $199,994 |
| BOEING CO | $100,830 | $112,057 |
| BRITISH AMERICAN TOBACCO PLC | $100,765 | $96,644 |
| COLGATE-PALMOLIVE COMPANY | $114,050 | $113,254 |
| DOMINION RESOURCES INC | $102,273 | $101,460 |
| EXPRESS SCRIPTS HOLDING CO | $91,363 | $122,374 |
| FACEBOOK INC | $120,053 | $156,990 |
| GENERAL ELECTRIC CO | $71,480 | $124,600 |
| ILLINOIS TOOL WORKS | $102,658 | $111,216 |
| INTEL CORP | $109,780 | $103,350 |
| INVESCO PLC | $99,644 | $97,092 |
| JOHNSON & JOHNSON | $107,819 | $112,992 |
| KAYNE ANDERSON MLP INV CO | $205,427 | $112,714 |
| MEDTRONIC PLC | $100,013 | $99,996 |
| MICROSOFT CORP | $89,832 | $133,152 |
| NORDSTROM INC | $85,111 | $74,715 |
| NOVARTIS AG ADR | $95,489 | $86,040 |
| OCCIDENTAL PETROLEUM CORP | $133,380 | $101,415 |
| PIMCO TOTAL RETURN FUND P CLAS | $544,823 | $492,398 |
| ROCKWELL AUTOMATION INC | $102,853 | $92,349 |
| ROCKWELL COLLINS INC | $115,742 | $124,605 |
| SPDR GOLD SHARES | $457,380 | $304,380 |
| STARBUCKS CORP COM | $96,191 | $144,072 |
| TEMPLETON GLOBAL BD | $598,621 | $527,085 |
| UNION PACIFIC | $93,555 | $78,200 |
| UNITED TECHNOLOGIES CORP | $113,415 | $91,267 |
| V F CORP | $110,520 | $112,050 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $4,130 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,130 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,181 | $34,181 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $48,055 | Amt |
| Net Investment Income | $48,055 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $1,400 | |
| 990-PF Excise Tax for 2014 | $3,918 | |
| Foreign Tax Paid | $1,190 | $1,190 |
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