GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GROSS FAMILY FOUNDATION INC (EIN 47-0737162)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201641379349100034
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:26:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911829375 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER AND O'TOOLE CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S 75TH STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | 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 | 470737162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 9704763876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 985 | AddressLine1Txt |
| City | VAIL | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 816580985 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID H GROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9704763876 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT H BERGER CPA | PreparerPersonNm |
| PTIN | P00340049 | PTIN |
| Phone | 4025511919 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $953,527 | 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 |
| Dividends Rev And Expnss | $7,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,100 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,663 | 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 | $5,723 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,723 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,179 | CashBOYAmt |
| Cash EOY | $3,966 | CashEOYAmt |
| Cash EOYFMV | $3,966 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,704 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,809 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $501,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $913,752 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $546,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $538,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $953,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $699,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $699,531 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$153,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$161,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $546,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $538,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $546,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $538,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $546,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $538,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $538,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300.000 SHS KIMCO REALTY CORP 6.900% PFDH | P | 2011-09-02 | 2015-11-09 | $7,526 | $7,762 | -$236 | -$236 |
| 431.127 SHS BRIDGES INVESTMENT FUND | P | 1960-01-01 | 2015-09-28 | $20,000 | $7,524 | $12,476 | $12,476 |
| 373.987 SHS BRIDGES INVESTMENT FUND | P | 1960-01-01 | 2015-12-18 | $18,000 | $6,527 | $11,473 | $11,473 |
| CAPITAL GAINS DIVIDENDS | P | $10,387 | $10,387 | $10,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $991,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049379 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,245 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $857,402 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $776,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,181 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $748,377 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072398 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $694,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000719 | DistributionYr5Rt |
| Total Distribution | 0.208581 | TotalDistributionRt |
| Average Distribution | 0.041716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $993,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $343 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,310 | 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 | $343 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $343 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $630 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $630 | TotalPaymentsAndCreditsAmt |
| Overpayment | $287 | OverpaymentAmt |
| Applied To ES Tax | $287 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | 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 | DAVID H GROSS | IndividualWithBooksNm |
| Phone | 9704763876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 985 | AddressLine1Txt |
| City | VAIL | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81658 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID H GROSS | ||||||||
| PO BOX 985 | VAIL | CO | 81658 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PAMELA J KAHN GROSS | ||||||||
| PO BOX 985 | VAIL | CO | 81658 | SECRETARY | 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 | $1,003,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,008,199 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,008,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $343 | TotalTaxAmt |
| Distributable Before Adj | $49,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $343 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $172 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $7,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,001 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,001 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $556 | ExcessFromYear2Amt |
| Excess From Year1 | $564 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID H GROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTY FORD ALPINE GARDENS | |||||||
| 183 GORE CREEK DR STE 7 | VAIL | CO | 81657 | NONE | 501(C)(3) | ANNUAL CAMPAIGN | $25,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | ANNUAL APPEAL | $550 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | NONE | 501(C)(3) | ANNUAL APPEAL | $300 |
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL RD | VAIL | CO | 81657 | NONE | 501(C)(3) | ANNUAL APPEAL | $760 |
| NEBRASKA STATEWIDE ARBORETUM INC | |||||||
| 1825 N 38TH ST 102 KEIM HALL | LINCOLN | NE | 685830964 | NONE | 501(C)(3) | ANNUAL APPEAL | $1,000 |
| ROCKY MOUNTAIN PBS | |||||||
| 1089 BANNOCK ST | DENVER | CO | 80204 | NONE | 501(C)(3) | ANNUAL APPEAL | $500 |
| VAIL VALLEY SALVATION ARMY | |||||||
| 322 E BEAVER CREEK BLVD | AVON | CO | 81620 | NONE | 501(C)(3) | ANNUAL APPEAL | $500 |
| VAIL VALLEY FOUNDATION | |||||||
| 90 BENCHMARK RD STE 300 | AVON | CO | 81620 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| WESTERN SLOPE FOODBANK OF THE ROCKIES | |||||||
| 120 N RIVER RD | PALISADE | CO | 81526 | NONE | 501(C)(3) | ANNUAL APPEAL | $1,000 |
| TOWN OF VAIL | |||||||
| 292 W MEADOW DR | VAIL | CO | 81657 | NONE | 501(C)(3) | ANNUAL APPEAL | $200 |
| JEWISH COMMUNITY CENTER - CHABAD VAIL | |||||||
| 1000 LIONSRIDGE LOOP | VAIL | CO | 81657 | NONE | 501(C)(3) | ANNUAL APPEAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,663 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,723 | Amt |
| Net Investment Income | $5,723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL CITIES ABC, INC | $15,900 | $19,387 |
| TIME WARNER INC | $16,804 | $16,422 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KIMCO REALTY CORP | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BRIDGES INVESTMENT FUND, INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $501,754 | BookValueAmt |
| EOYFMV | $913,752 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $309 | Amt |
| Net Investment Income | $309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $700 | $700 | $0 |
| BIENNIAL OCCUPATION TAXES | $615 | $615 | $0 |
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