GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GILMAN FAMILY FOUNDATION (EIN 84-1465899)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349103180
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:32:59-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841158905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAUSEY DEMGEN & MOORE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH ST STE 1450 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841465899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILM | BusinessNameControlTxt |
| Phone | 3037591766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART WINGFIELD GILMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037591766 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GRAEF | PreparerPersonNm |
| PTIN | P00038238 | PTIN |
| Phone | 3032962229 | PhoneNum |
| 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 | $881,268 | 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 |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,364 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,872 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,288 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $217,857 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $160,095 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $157,899 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $382,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $447,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $687,081 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $620,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $644,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $881,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $620,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $644,169 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $620,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $644,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $620,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $644,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $620,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $644,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $644,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175 ABBOTT LABORATORIES | P | 2014-09-17 | 2015-06-23 | $8,726 | $7,608 | $1,118 | $1,118 |
| 170 ABBVIE INC | P | 2014-09-17 | 2015-06-23 | $11,876 | $10,098 | $1,778 | $1,778 |
| 95 DU PONT EI DE NEMOUR | P | 2015-09-24 | 2015-11-23 | $6,334 | $4,574 | $1,760 | $1,760 |
| 120 ISHARES IBOXX INVT GRADEBOND | P | 2014-06-24 | 2015-04-30 | $14,319 | $14,271 | $48 | $48 |
| 110 QUALCOMM INC | P | 2014-09-17 | 2015-06-23 | $7,366 | $8,345 | -$979 | -$979 |
| 285 VANGUARD INTERMEDIATE TERM G | P | 2015-04-30 | 2015-11-12 | $18,364 | $18,559 | -$195 | -$195 |
| 225 VANGUARD SHORT-TERM BOND | P | 2015-06-23 | 2015-11-12 | $17,960 | $18,017 | -$57 | -$57 |
| 250 WASTER MANAGEMENT INC | P | 2015-06-23 | 2015-09-24 | $12,409 | $11,861 | $548 | $548 |
| 115 XILINX INC | P | 2014-09-17 | 2015-06-23 | $5,293 | $5,048 | $245 | $245 |
| 75 AUTO DATA PROCESING | P | 2011-09-06 | 2015-06-23 | $6,348 | $3,148 | $3,200 | $3,200 |
| 220 BRISTOL-MYERS SQUIBB | P | 2012-01-09 | 2015-06-23 | $14,816 | $7,487 | $7,329 | $7,329 |
| 35 CHEMOURS COMPANY | P | 2012-07-12 | 2015-07-16 | $445 | $416 | $29 | $29 |
| 50 CHUBB CORPORATION | P | 2012-07-12 | 2015-06-23 | $4,903 | $3,548 | $1,355 | $1,355 |
| 65 DU PONT EI DE NEMOUR | P | 2012-07-12 | 2015-06-23 | $4,454 | $3,036 | $1,418 | $1,418 |
| 175 DU PONT EI DE NEMOUR | P | 2012-07-12 | 2015-11-23 | $11,668 | $7,757 | $3,911 | $3,911 |
| 80 GENERAL MILLS INC | P | 2012-07-12 | 2015-06-23 | $4,519 | $3,116 | $1,403 | $1,403 |
| 75 ILLINOIS TOOLS WORKS | P | 2012-01-09 | 2015-06-23 | $6,994 | $3,584 | $3,410 | $3,410 |
| 60 JOHNSON & JOHNSON | P | 2012-01-09 | 2015-06-23 | $5,966 | $3,878 | $2,088 | $2,088 |
| 65 MERCK & CO INC | P | 2012-07-12 | 2015-06-23 | $3,822 | $2,799 | $1,023 | $1,023 |
| 55 MICROSOFT CORP | P | 2012-07-12 | 2015-06-23 | $2,519 | $1,597 | $922 | $922 |
| 55 3M COMPANY | P | 2012-07-12 | 2015-06-23 | $8,790 | $4,745 | $4,045 | $4,045 |
| 200 AT&T INC | P | 2011-12-26 | 2015-06-23 | $7,232 | $5,985 | $1,247 | $1,247 |
| 10 ABBVIE INC | P | 2006-02-17 | 2015-06-23 | $699 | $230 | $469 | $469 |
| 180 GENERAL ELECTRIC CO | P | 1998-11-03 | 2015-06-23 | $4,946 | $5,176 | -$230 | -$230 |
| 20,000 HYLAND HILLS PK CO | P | 2011-12-26 | 2015-12-15 | $20,000 | $21,568 | -$1,568 | -$1,568 |
| 25,000 MEDTRONIC INC 4.75% | P | 2009-03-12 | 2015-09-15 | $25,000 | $25,330 | -$330 | -$330 |
| 100 MICROSOFT CORP | P | 1998-12-01 | 2015-06-23 | $4,581 | $3,058 | $1,523 | $1,523 |
| 40 NIKE INC | P | 2008-12-08 | 2015-06-23 | $4,272 | $1,121 | $3,151 | $3,151 |
| 40 PEPSICO INCORPORATED | P | 2004-07-09 | 2015-06-23 | $3,815 | $2,129 | $1,686 | $1,686 |
| 65 UNITED TECHNOLOGIES | P | 2001-08-16 | 2015-06-23 | $7,480 | $2,390 | $5,090 | $5,090 |
| 20,000 UNIV CO ENTP SYS | P | 2011-12-26 | 2015-06-01 | $20,000 | $20,837 | -$837 | -$837 |
| 25 XILINX INC | P | 2011-12-26 | 2015-06-23 | $1,151 | $808 | $343 | $343 |
| 100 XILINX INC | P | 2011-12-26 | 2015-06-23 | $4,602 | $2,639 | $1,963 | $1,963 |
| CAPITAL GAINS DIVIDENDS | P | $145 | $145 | $145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $797,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044363 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,439 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $743,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $621,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $437,626 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $421,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044773 | DistributionYr5Rt |
| Total Distribution | 0.185872 | TotalDistributionRt |
| Average Distribution | 0.037174 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $791,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,436 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $611 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,670 | 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 | $611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $565 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEWART GILMAN | IndividualWithBooksNm |
| Phone | 3037591766 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5082 E HAMPDEN AVE 323 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE GILMAN PICKARD | ||||||||
| 4991 SOUTH EL CAMINO DRIVE | ENGLEWOOD | CO | 80111 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STUART WINGFIELD GILMAN | ||||||||
| 5082 E HAMPDEN AVE 323 | DENVER | CO | 80222 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $782,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $803,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $803,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $791,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $611 | TotalTaxAmt |
| Distributable Before Adj | $38,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $611 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,989 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,989 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,300 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENT ELEY FOUNDATION | |||||||
| 11980 EAST 16TH AVENUE | AURORA | CO | 80010 | NONE | 501(C)(3) | TO PROVIDE A HOME FOR FAMILIES WITH CHILDREN FIGHTING CANCER | $500 |
| CENTRAL CITY OPERA HOUSE | |||||||
| 400 SOUTH COLORADO BLVD SUITE 530 | DENVER | CO | 80246 | NONE | 501(C)(3) | CHARITABLE WORKS | $3,000 |
| COLORADO AIDS PROJECT | |||||||
| PO BOX 18529 | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE WORKS | $2,000 |
| COLORADO BALLET | |||||||
| 1278 LINCOLN STREET | DENVER | CO | 80203 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | FREE PUBLIC RADIO | $1,000 |
| COLORADO SYMPHONY ASSOCIATION | |||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | NONE | 501(C)(3) | ARTS | $1,500 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | NONE | 501(C)(3) | ARTS | $2,500 |
| DENVER CENTER FOR THE PERFORMING ARTS | |||||||
| 1101 13TH STREET | DENVER | CO | 80204 | NONE | 501(C)(3) | TO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY | $1,000 |
| DENVER MUSEUM OF NATURE & SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | 501(C)(3) | PROVIDES EDUCATION PROGRAMS FOR YOUTHS AND ADULTS, CONSERVATION OF ARTIFACTS AND SPECIMENS, SCIENTIFIC RESEARCH, AND WORLD CLASS PERMANENT AND TEMPORARY EXHIBITIONS | $1,500 |
| DENVER ZOO | |||||||
| PO BOX 17745 | DENVER | CO | 80217 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | NONE | 501(C)(3) | ANIMAL CARE | $3,500 |
| KENT DENVER SCHOOL | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| KUVO | |||||||
| PO BOX 2040 | DENVER | CO | 80201 | NONE | 501(C)(3) | CHARITABLE WORKS | $1,000 |
| MESA VERDE FOUNDATION | |||||||
| PO BOX 11490 | DENVER | CO | 80211 | NONE | 501(C)(3) | CHARITABLE WORKS | $3,000 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | EDUCATION | $2,000 |
| ROCKY MOUNTAIN PBS | |||||||
| 1089 BANNOCK STREET | DENVER | CO | 80204 | NONE | 501(C)(3) | CHARITABLE WORKS | $500 |
| SAINT FRANCIS CENTER | |||||||
| 2323 CURTIS STREET | DENVER | CO | 80205 | NONE | 501(C)(3) | TO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY | $3,500 |
| SENIOR SUPPORT SERVICES | |||||||
| 320 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | 501(C)(3) | OFFERS RESIDENTS A HELPING HAND TO CONTINUE LIVING INDEPENDENTLY | $500 |
| THE THATCHER SCHOOL | |||||||
| 5025 THATCHER ROAD | OJAI | CA | 93073 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | WILDLIFE AND NATURE PRESERVATION | $1,000 |
| AMERICAN STROKE ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | BUILD HEALTHIER LIVES FREE OF CARDIOVASCULAR DISEASES AND STROKE | $2,000 |
| GHANA EDUCATION COLLABORATIVE | |||||||
| 10540 REMMICK RIDGE RD | PARKER | CO | 80134 | NONE | 501(C)(3) | EDUCATION | $500 |
| HISTORY COLORADO | |||||||
| 1200 BROADWAY | DENVER | CO | 80203 | NONE | 501(C)(3) | PRESERVE STATE'S ARTIFACTS, SHARE ITS STORIES THROUGH EXHIBITS AND EDUCATIONAL PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,870 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,181 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,181 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,709 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INVESTMENTS GENERATE INCOME TO BE DONATED TO ORGANIZATIONS |
| 9 | FOR VARIOUS CHARITABLE PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,670 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,670 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $447,786 | EOYBookValueAmt |
| EOYFMV | $687,081 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $160,095 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $157,899 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $7,872 | Amt |
| Net Investment Income | $7,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $300 | $0 | $0 |
| FOREIGN TAXES | $351 | $351 | $0 |
Comments