RBG INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RBG INC (EIN 20-5662470)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-15
- IRS object ID
- 201502589349100615
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-15T12:52:05-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K TURNER ATTORNEY AT LAW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 MIDLAND AVE SUITE C-4 | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205662470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RBG INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RBGI | BusinessNameControlTxt |
| Phone | 3038254358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1799 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T ANDREW ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038254358 | PhoneNum |
| Signature | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD K TURNER | PreparerPersonNm |
| PTIN | P01245239 | PTIN |
| Phone | 9709276477 | PhoneNum |
| Preparation | 2015-09-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,410 | 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 | $282,430 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$213,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,507 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,507 | 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 |
| Interest Rev And Expnss | $4,757 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,757 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$317,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $361,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,410 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $361,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,410 | 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 | $361,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $361,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$317,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8175 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2014-10-02 | $133,372 | $85,064 | $48,308 | $48,308 |
| 15000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2014-11-04 | $226,116 | $165,108 | $61,008 | $61,008 |
| 5000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2014-12-15 | $77,193 | $55,457 | $21,736 | $21,736 |
| 4000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2015-01-30 | $66,134 | $44,365 | $21,769 | $21,769 |
| 4000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2015-02-15 | $65,430 | $44,365 | $21,065 | $21,065 |
| 2000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2015-03-15 | $33,703 | $2,183 | $31,520 | $31,520 |
| 2000 SHARES ISHARES SILVER TRUST | D | 2006-06-21 | 2015-06-15 | $30,552 | $22,451 | $8,101 | $8,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,507 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $412,713 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,539 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.151097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $397,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $551,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.720229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,548 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,499 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 9.741308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $347,417 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,041,968 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.333424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $358,885 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $580,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.617912 | DistributionYr5Rt |
| Total Distribution | 12.563970 | TotalDistributionRt |
| Average Distribution | 2.512794 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,512 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,072 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $328,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $380,959 | 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 | $2,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,272 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038254358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1799 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80201 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| T ANDREW ROBERTS | ||||||||
| P O BOX 1799 | DENVER | CO | 80201 | DIRECTOR/PRESIDENT/TREASUR | 5.00 | $0 | $0 | $0 |
| WILLIAM ASBURY | ||||||||
| P O BOX 1799 | DENVER | CO | 80201 | VP/SECRETARY | 2.00 | $0 | $0 | $0 |
| RICHARD D ROBERTS | ||||||||
| P O BOX 1799 | DENVER | CO | 80201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| J PHILLIP ROBERTS | ||||||||
| P O BOX 1799 | DENVER | CO | 80201 | DIRECTOR | 2.00 | $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 | $131,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,072 | TotalTaxAmt |
| Distributable Before Adj | $4,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $380,959 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,072 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $378,887 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $342,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $295,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $353,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $369,725 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $395,563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,757,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $380,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $376,534 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,134,321 | 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 | $342,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,791,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $295,877 | ExcessFromYear4Amt |
| Excess From Year3 | $353,725 | ExcessFromYear3Amt |
| Excess From Year2 | $369,725 | ExcessFromYear2Amt |
| Excess From Year1 | $395,563 | ExcessFromYear1Amt |
| Excess From Current Year | $376,534 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHOICE | |||||||
| 1201 E COLFAX AVE SUITE 302 | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | EDUCATION SCHOLARSHIPS | $10,000 |
| AMERICAN RED CROSS | |||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | DISASTER RELIEF | $1,000 |
| BOYS AND GIRLS CLUB OF METRO DENVER | |||||||
| 2017 W 9TH AVENUE | DENVER | CO | 80204 | N/A | PUBLIC CHARITY | YOUTH SUPPORT AND ACTIVITIES | $1,000 |
| CHILDREN HOSPITAL FOUNDATION | |||||||
| 13123 E 16TH AVE 8045 | AURORA | CO | 80045 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,400 |
| DENVER HEALTH & HOSPITALS FOUNDATION | |||||||
| 655 BROADWAY SUITE 750 | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | SUPPORT FOR CHILDREN IN HOSPITALS | $1,000 |
| DENVER KIDS | |||||||
| 1330 FOX STREET 2ND FLOOR SOUTH | DENVER | CO | 80204 | N/A | PUBLIC CHARITY | EDUCATIONAL SUPPORT FOR STUDENTS | $500 |
| DENVER URBAN MINISTRIES | |||||||
| 1717 E COLFAX AVE | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | PROVIDE SHELTER TO THE HOMELESS | $500 |
| DEVELOPMENTAL SERVICES OF NW KANSAS INC | |||||||
| 2703 HALL STREET SUITE 10 | HAYS | KS | 67601 | N/A | PUBLIC CHARITY | JOB DEVELOPMENT & TRAINING TO UNEMPLOYED | $4,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 1663 STEELE ST | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 |
| FRIENDSHIP BRIDGE | |||||||
| 405 URBAN STREET SUITE 14 | LAKEWOOD | CO | 80228 | N/A | PUBLIC CHARITY | PROMOTES WOMEN'S SELF-SUFFICIENCY IN GUATEMALA | $1,000 |
| MEADOW GOLD DAIRIES | |||||||
| P O BOX 710962 | DENVER | CO | 80271 | N/A | PUBLIC CHARITY | PROVIDES MILK TO NEEDY CHILDREN | $3,978 |
| MEALS ON WHEELS | |||||||
| P O BOX 1371 | NORMAN | OK | 73070 | N/A | PUBLIC CHARITY | PROVIDE HOME MEALS TO ELDERLY | $24,000 |
| OUR LADY OF LOURDES CHURCH AND SCHOOL | |||||||
| 2200 S LOGAN STREET | DENVER | CO | 80210 | N/A | CHURCH | CHURCH AND EDUCATION PROGRAMS | $3,000 |
| PROJECT ANGEL HEART | |||||||
| 4190 GARFIELD UNIT 5 | DENVER | CO | 80216 | N/A | PUBLIC CHARITY | TREATMENT OF PERSONS WITH HIV/AIDS | $1,500 |
| SAFEHOUSE DENVER | |||||||
| 1649 DOWNING STREET | DENVER | CO | 80218 | N/A | PUBLIC CHARITY | SHELTER FOR HOMELESS | $3,500 |
| SEMINOLE NATION HISTORICAL SOCIETY | |||||||
| P O BOX 1532 | WEWOKA | OK | 74884 | N/A | PUBLIC CHARITY | HISTORICAL PRESERVATION | $5,500 |
| URBAN PEAKMAVERICK THINKERS | |||||||
| 730 21ST STREET | DENVER | CO | 80205 | N/A | PUBLIC CHARITY | HELPS YOUNG PEOPLE OVERCOME PROVERTY/HOMELESSNESS | $1,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 2660 LARIMER STREET | DENVER | CO | 80205 | N/A | PUBLIC CHARITY | PROVIDE FOOD TO THE HOMELESS | $299,281 |
| AMERICAN CANCER SOCIETY | |||||||
| 8221 W20TH STREET | GREELEY | CO | 80634 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $250 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| P O BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| AMERICAN TRANSPLANT FOUNDATION | |||||||
| 600 17TH STREET SUITE 251 | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | ADVOCACY AND SUPPORT FOR HUMAN TRANSPLANT ORGANS | $2,500 |
| ARAPAHOE HOUSE | |||||||
| 8801 LIPAN STREET | THORNTON | CO | 80260 | N/A | PUBLIC CHARITY | DRUG AND ALCOHOL RECOVERY PROGRAM | $600 |
| CALM WATERS CENTER FOR CHILDREN AND FAMILIES INC | |||||||
| 4334 NW EXPRESSWAY | OKLAHOMA CITY | OK | 73116 | N/A | PUBLIC CHARITY | SUPPORT CENTER FOR CHILDREN OF DEATH/DIVORCE | $2,500 |
| MD ANDERSON CANCER CENTER | |||||||
| P O BOX 4486 | HOUSTON | TX | 77210 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $250 |
| NICOLE JARVIS MD FOUNDATION | |||||||
| 3201 W TECUMSEH ROAD | NORMAN | OK | 73072 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,500 |
| PUEBLO LIBRARY FOUNDATION | |||||||
| 100 E ABRIENDO AVENUE | PUEBLO | CO | 81004 | N/A | PUBLIC CHARITY | LIBRARY SERVICES | $500 |
| THE ADOPTION EXCHANGE | |||||||
| 14232 EAST EVANS AVE | AURORA | CO | 80014 | N/A | PUBLIC CHARITY | SUPPORT AND PLACEMENT OF FOSTER CHILDREN | $2,000 |
| UNIVERSITY OF COLORADO HOSPITAL FOUNDATION | |||||||
| 12631 EAST 17TH AVE | AURORA | CO | 80045 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $200 |
| UNITED SERVICE ORGANIZATIONS INC (USO) | |||||||
| P O BOX 96860 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | MORAL SUPPORT & RECREATION PROGRAMS TO MILITARY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,959 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$213,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$213,125 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$213,125 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WGS LTD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1799 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $282,430 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,000 SHARES ISHARES SILVER | NoncashPropertyDesc |
| Fair Market Value | $282,430 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $43,410 | EOYBookValueAmt |
| EOYFMV | $43,410 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $1,577 | $1,577 | $0 |
| ROUNDING | -$3 | $0 | $0 |
Comments