THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349102807
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T14:59:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271423088 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON & DOERKSEN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 S CHERRY ST STE 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802461200 | 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 | 208004558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STRAUSS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 3037617605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFRY B STRAUSS | PersonNm |
| Person Title | PRES./SECY. | PersonTitleTxt |
| Phone | 3037617605 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH L JACKSON | PreparerPersonNm |
| PTIN | P00033854 | PTIN |
| Phone | 3033228771 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| 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 | $969,324 | 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 | $12 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$57,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,825,695 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,564 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,564 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$53,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,174 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $441 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $173 | CashBOYAmt |
| Cash EOY | $185 | CashEOYAmt |
| Cash EOYFMV | $185 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,078,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $968,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $968,564 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $575 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $575 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $575 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $1,079,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $969,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $969,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,079,093 | RetainedEarningBOYAmt |
| Retained Earning EOY | $969,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,079,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $969,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,079,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $969,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,079,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,769 | ExcessRevenueOverExpensesAmt |
| Subtotal | $969,324 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $969,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALPS ALERIAN MLP | P | 2015-07-02 | 2015-07-16 | $782,480 | $786,553 | -$4,073 | -$4,073 |
| ENERGY TRANSFER PARTNERS LP | P | 2015-04-29 | 2015-06-12 | $546,826 | $543,533 | $3,293 | $3,293 |
| PLAINS ALL AMERICAN LP | P | 2015-06-09 | 2015-07-22 | $937,692 | $974,370 | -$36,678 | -$36,678 |
| ENTERPRISE PRODUCT PARTNERS LP | P | 2015-04-28 | 2015-06-04 | $313,292 | $329,630 | -$16,338 | -$16,338 |
| WILLIAMS PARTNERS LP | P | 2015-06-23 | 2015-06-30 | $245,405 | $249,005 | -$3,600 | -$3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$57,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,100,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045438 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,150,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,755 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,267,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064485 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,871 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,316,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,547 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,293,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032897 | DistributionYr5Rt |
| Total Distribution | 0.220867 | TotalDistributionRt |
| Average Distribution | 0.044173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,008,844 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,300 | 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 | $29 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29 | SubtotalAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $546 | OverpaymentAmt |
| Applied To ES Tax | $546 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | CO | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN STRAUSS | IndividualWithBooksNm |
| Phone | 3037617605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFRY B STRAUSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES./SECY. | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,023,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,024,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,024,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,008,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29 | TotalTaxAmt |
| Distributable Before Adj | $50,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,413 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,662 | UndistributedIncomePYAmt |
| Qualifying Distributions | $55,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,662 | AppliedToYear1Amt |
| Applied To Current Year | $638 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $49,775 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFF SUSAN STRAUSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DENVER BALLET GUILD | |||||||
| PO BOX 2656 | LITTLETON | CO | 80161 | CHARITY | CHARITABLE PURPOSE | $5,000 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 102 W MCDOWELL RD | PHOENIX | AZ | 85003 | CHARITY | CHARITABLE PURPOSE | $300 | |
| TUCK ANNUAL GIVING | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | CHARITY | CHARITABLE PURPOSE | $3,000 | |
| CHERRY CREEK PRESBYTERIAN CHURCH | |||||||
| 10150 E BELLEVIEW AVE | ENGLEWOOD | CO | 80111 | CHARITY | CHARITABLE PURPOSE | $500 | |
| CASTLE PINES SCHOLARSHIP FOUNDATION | |||||||
| 100 HUMMINGBIRD DR | CASTLE ROCK | CO | 80108 | CHARITY | CHARITABLE PURPOSE | $5,000 | |
| DESERT COMMUNITY FOUNDATIONI | |||||||
| 75-105 MERLE DR | PALM DESERT | CA | 92211 | CHARITY | CHARITABLE PURPOSE | $5,000 | SUITE 300 |
| FIRST PRESB CHURCH OF LITTLETON | |||||||
| 1609 W LITTLETON BLVD | LITTLETON | CO | 80120 | CHARITY | CHARITABLE PURPOSE | $7,500 | |
| THE LISTEN FOUNDATIONI | |||||||
| 6950 E BELLEVIEW AVE | GREENWOOD VILLAGE | CO | 80111 | CHARITY | CHARITABLE PURPOSE | $5,000 | SUITE 203 |
| PCD FOUNDATION | |||||||
| 10137 PORTLAND AVENUE S | MINNEAPOLIS | MN | 55420 | CHARITY | CHARITABLE PURPOSE | $3,000 | |
| BEST FRIENDS | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | CHARITY | CHARITABLE PURPOSE | $2,000 | |
| DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | CHARITY | CHARITABLE PURPOSE | $2,000 | |
| GREENWOOD WILDLIFE REHAB CENTER | |||||||
| PO BOX 18987 | BOULDER | CO | 80308 | CHARITY | CHARITABLE PURPOSE | $2,000 | |
| MARION DOWNS CENTER | |||||||
| 4280 HALE PKWY | DENVER | CO | 80220 | CHARITY | CHARITABLE PURPOSE | $5,000 | |
| UNIV OF NORTH CAROLINA-CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | CHARITY | CHARITABLE PURPOSE | $5,000 | |
| UNIV OF COLORADO HOSPITAL FDN | |||||||
| 12401 E 17TH AVE | AURORA | CO | 80045 | CHARITY | CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $341 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $269 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$57,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$53,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$53,222 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NATL RURAL COOP BOND | BondNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES TRUST-AMT FREE MUNY BOND ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ENTERPRISE PRODUCT PTRS-NON D | $2 |
| ENERGY TRANSFER PTRS-NON-DEDU | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENTERPRISE PRODUCT PTRS LP | -$674 | -$674 |
| ENERGY TRANSFER PTRS LP | $4,236 | $4,236 |
| PASS THRU K-1 | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES | CategoryTxt |
| Amt | $441 | Amt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |
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