BETA

COUTTS & CLARK WESTERN FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
COUTTS & CLARK WESTERN FOUNDATION INC (EIN 22-3772219)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-14
IRS object ID
201601669349100020
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-14T14:08:19-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVENUEAddressLine1Txt
CityW WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223772219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COUTTS & CLARK WESTERN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOUTBusinessNameControlTxt
Phone2844418507PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1739 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDICE CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2844418507PhoneNum
Signature2016-05-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS GILLPreparerPersonNm
PTINP00682508PTIN
Phone5706932460PhoneNum
Preparation2016-05-26PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,814,345FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,419ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$59,605DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,605DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,637NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$392,633GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,637CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,661TotalRevAndExpnssAmt
Total Net Invst Incm$154,242TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$4,019TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,002OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,021TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$96,840ExcessRevenueOverExpensesAmt
Net Investment Income$154,242NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,293SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,199SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,199SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,122,444CorporateStockBOYAmt
Corporate Stock EOY$1,200,376CorporateStockEOYAmt
Corporate Stock EOYFMV$1,779,144CorporateStockEOYFMVAmt
Total Assets BOY$1,138,737TotalAssetsBOYAmt
Total Assets EOY$1,235,577TotalAssetsEOYAmt
Total Assets EOYFMV$1,814,345TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,138,737UnrestrictedBOYAmt
Unrestricted EOY$1,235,577UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,138,737TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,235,577TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,138,737TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,235,577TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,138,737TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$96,840ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,235,577SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,235,577TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUS STOCK GAINSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-01-01AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$392,633GrossSalesPriceAmt
Cost Or Other Basis$297,996CostOrOtherBasisAmt
Gain Or Loss$94,637GainOrLossAmt
Gains Minus Excess Or Losses$94,637GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$94,637CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,090AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,712,118NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030424DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,670AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,557,116NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040247DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,335,667NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.067382DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,202AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,260,869NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071540DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,040AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,048,902NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041987DistributionYr5Rt
Total Distribution0.251580TotalDistributionRt
Average Distribution0.050316AverageDistributionRt
Net Vl Noncharitable Assets$1,763,928NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,754AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,542NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,296AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,085InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,085SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,085TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$29EsPenaltyAmt
Overpayment$886OverpaymentAmt
Applied To ES Tax$886AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCANDICE CARSONIndividualWithBooksNm
Phone5057444420PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CANDICE CARSON
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
GEORGE BANKER
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
PENNY O'KEEFE
1041 COUNTY ROAD 307DURANGOCO81301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,737,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,790,790TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,790,790AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,862CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,763,928NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,196MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,196MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,085TaxBasedOnInvestmentIncomeAmt
Total Tax$3,085TotalTaxAmt
Distributable Before Adj$85,111DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,111DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,111DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,111DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$27,816ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,042ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$51,858TotalExcessDistributionCyovAmt
Qualifying Distributions$58,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$58,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$26,311ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$26,311ExcessDistributionCyovAppCYAmt
Total Corpus$25,547TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,547ExcessDistriCyovToNextYrAmt
Excess From Year4$1,505ExcessFromYear4Amt
Excess From Year3$24,042ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCANDICE CARSON CO COUTTS CLARK WESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9702596169RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIED FORM - HOWEVER AN APPLICATION FORM MAY BE REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLORADO HUMANITIES
7935 E PRENTICE AVE STE 450GREENWOOD VILLAGECO80111NONEPUBLIC CHARITYTEEN EDUCATION$1,000
D-SNIP
10 TOWN PLAZA 115DURANGOCO81301NONEPUBLIC CHARITYANIMAL SPAY AND NEUTER$5,000
ONWARD
PO BOX 26CORTEZCO81321NONEPUBLIC CHARITYTEEN EDUCATION$4,000
RSAPP
PO BOX 4378DURANGOCO81301NONEPUBLIC CHARITYGENERAL OPERATIONS$5,000
ST MARGARETS EPISCOPAL SCHOOL
31461 LA NOVIASAN JUAN CAPITRANOCA92675NONEPUBLIC CHARITYANNUAL FUND$2,000
BEAR SMART
PO BOX 2291DURANGOCO81328NONEPUBLIC CHARITYEDUCATION$5,000
FORT LEWIS COLLEGE EWB WILLIAM CARSON
1000 RIM DRIVEDURANGOCO81301NONEPUBLIC CHARITYCOLLEGE SCHOLARSHIPS$5,000
FRONTIERS OF SCIENCE
501 20TH ST BOX 123GREELEYCO80639NONEPUBLIC CHARITYSCHOLARSHIPS$3,000
JOHNSONBURG HIGH SCHOOL
315 HS ROADJOHNSONBURGPA15845NONEPUBLIC CHARITYFIRST LEGO LEAGUE$2,000
TURNEFFE ATOLL TRUST
PO BOX 10670BOZEMANMT59719NONEPUBLIC CHARITYBIOSPHERE REVERSE$1,000
PLANNED PARENTHOOD
46 SUTTLE STREETDURANGOCO81303NONEPUBLIC CHARITYTEEN CLINIC$10,100
SHANTA FOUNDATION
BOX 163DURANGOCO81302NONEPUBLIC CHARITYSCHOLARSHIPS$15,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,605ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$94,637ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$154,242ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$154,242TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number101LineNumberTxt
Relationship StatementINVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPENNY O'KEEFEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11041 COUNTRY RD 307AddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,419TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB INVESTMENTSStockNm
EOY Book Value$1,200,376EOYBookValueAmt
EOYFMV$1,779,144EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE$692$0$0
INVESTMENT FEES - SCHWAB$3,310$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$4,019Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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