TYL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TYL FOUNDATION (EIN 84-1256356)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-15
- IRS object ID
- 201502889349100435
- Schema version
- 2013v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-15T19:16:45-07:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sprinkle & Associates LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 West Canal Court Suite 220 | AddressLine1 |
| City | Littleton | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841256356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TYLF | BusinessNameControlTxt |
| Phone | 3032972142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 W CANAL COURT | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE MCVANEY | PersonNm |
| Person Title | PRES/DIR/MGR | PersonTitleTxt |
| Signature | 2015-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stan G Sprinkle | PreparerPersonNm |
| PTIN | P00279589 | PTIN |
| Phone | 3032972121 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,059,601 | 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 | $73,476,825 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,798 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,617,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,617,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,031,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,689,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,031,607 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$712 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$712 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $122,174,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,697,388 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $649 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $37,901 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,366 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,052,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,449 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $22,114 | DeprecAndDpltnRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $100 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,497 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,147,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,197,897 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,197,897 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,344,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,207,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,829,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,659,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,917 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,063 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $1,500,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,675,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,500,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,500,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,665,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,522,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,652,162 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,196 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $119,379 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,524,089 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,501,975 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,617,143 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,932,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,747,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,059,601 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $73 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $73 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $73 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,932,420 | UnrestrictedBOYAmt |
| Unrestricted EOY | $93,747,859 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,932,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,747,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,932,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $93,747,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,932,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,829,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $136,761,707 | SubtotalAmt |
| Other Decreases | $43,013,848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $93,747,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2725.008 FIDELITY SPARTAN 500 INDEX FUND | P | 2011-09-22 | 2013-12-06 | $175,000 | $110,740 | $64,260 | $64,260 |
| STMT D-1 - STOCKS HELD AT UNION BANK | P | 2014-01-01 | 2014-11-30 | $40,977,422 | $38,257,611 | $2,719,811 | $2,719,811 |
| STMT D-1 - STOCKS HELD AT UNION BANK | P | 2013-01-01 | 2014-11-30 | $74,528,245 | $30,283,690 | $44,244,555 | $44,244,555 |
| RAPTOR GLOBAL PORTFOLIO LIQUIDATING TR | P | 2012-01-01 | 2013-12-31 | $506 | -$506 | -$506 | |
| NEWPORT ASIA INSTL FUND LP K-1 | P | 2013-12-01 | 2013-12-31 | $5,230 | -$5,230 | -$5,230 | |
| NEWPORT ASIA INSTL FUND LP K-1 | P | 2012-01-01 | 2013-12-31 | $8,717 | $8,717 | $8,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,031,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,236,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,048,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07707 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,780,987 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,282,186 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,945,821 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,737,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.44679 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $736,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,310,870 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $626,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,437,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02673 | DistributionYr5Rt |
| Total Distribution | 0.68060 | TotalDistributionRt |
| Average Distribution | 0.13612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,629,126 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,383,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $486,596 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,870,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,207,372 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $973,192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $973,192 | SubtotalAmt |
| Tax Based On Investment Income | $973,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,084,701 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,084,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $111,509 | OverpaymentAmt |
| Applied To ES Tax | $111,509 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032972121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 W CANAL CT STE 220 | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KYLEE LOURIE | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | SEC,TREAS,DR | 1.00 | $0 |
| CAROLE MCVANEY | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | PRES,DIR,MGR | 2.00 | $0 |
| KEVIN E MCVANEY | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | V-P, DIR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 WEST CANAL COURT STE 220 | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $37,901 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,014,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,888,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,902,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $84,902,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,273,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,629,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,181,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,181,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $973,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $973,192 | TotalTaxAmt |
| Distributable Before Adj | $3,208,264 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,208,264 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,208,264 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,207,372 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,207,372 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,207,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,208,264 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $10,648,093 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $921,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $471,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,041,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,207,372 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,207,372 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,000,892 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,000,892 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,040,338 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,040,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,647,201 | ExcessFromYear3Amt |
| Excess From Year2 | $921,245 | ExcessFromYear2Amt |
| Excess From Year1 | $471,892 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLE MCVANEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAVE OUR YOUTH | |||||||
| 3443 W 23RD AVE | DENVER | CO | 80211 | None | 501C 3 | PUBLIC CHARITY | $19,000 |
| HIS LOVE FELLOWSHIP | |||||||
| P O BOX 40296 | DENVER | CO | 80204 | None | 501C 3 | PUBLIC CHARITY | $25,000 |
| SERVANT LEADERSHIP FDN | |||||||
| 950 E WESTGLOW LANE | GREENWOOD VILLAGE | CO | 80121 | None | 501C 3 | PUBLIC CHARITY | $266,000 |
| WHIZ KIDS TUTORING INC | |||||||
| 5500 E YALE AVE STE 101 | DENVER | CO | 80222 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| BELLEVIEW COMMUNITY CHURCH | |||||||
| 12472 W BELLEVIEW AVE | LITTLETON | CO | 80127 | None | 501C 3 | PUBLIC CHARITY | $2,000 |
| COLORADO CHRISTIAN UNIV | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $71,000 |
| EXCEL INSTITUTE | |||||||
| 3050 RICHARD ALLEN CT | DENVER | CO | 80205 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $415,697 |
| VALOR CHRISTIAN SCHOOLS | |||||||
| 3775 E GRACE BLVD | HIGHLANDS RANCH | CO | 80126 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $72,700 |
| ALLIANCE FR CHOICE IN EDUC | |||||||
| 1201 E COLFAX AVE STE 302 | DENVER | CO | 80218 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| GRAHAM MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 959 C AVENUE | CORONADO | CA | 92118 | None | 501C 3 | PUBLIC CHARITY | $20,000 |
| INDEPENDENCE INSTITUTE | |||||||
| 727 E 16TH AVE | DENVER | CO | 80203 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| MISSION WEAR | |||||||
| 2411 CLARKSON ST | DENVER | CO | 80205 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| CLOTHES TO KIDS OF DENVER | |||||||
| P O BOX 100874 | DENVER | CO | 80250 | None | 501C 3 | PUBLIC CHARITY | $2,000 |
| ENVIRONMENTL LEARN FOR KIDS | |||||||
| 14460 E 50TH AVE | DENVER | CO | 80239 | None | 501C 3 | PUBLIC CHARITY | $2,000 |
| SPIRIT OF LIBERTY FDN | |||||||
| P O BOX 20000 | RANCHO SANTA FE | CA | 92067 | None | 501C 3 | PUBLIC CHARITY | $35,000 |
| TEAMMATES MENTORING PROGRAM | |||||||
| 11850 NICHOLAS SUITE 120 | OMAHA | NE | 68154 | None | 501C 3 | PUBLIC CHARITY | $2,500 |
| DENVER SEMINARY | |||||||
| 6399 S SANTA FE DR | LITTLETON | CO | 80120 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $6,000 |
| DENVER STREET SCHOOL | |||||||
| P O BOX 140069 | DENVER | CO | 80214 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $24,000 |
| DOWNING STREET FOUNDATION | |||||||
| 5150 E YALE CIR STE 303 | DENVER | CO | 80222 | None | 501C 3 | PUBLIC CHARITY | $100,000 |
| ESCUELA DE GUADALUPE | |||||||
| 3401 PECOS | DENVER | CO | 80211 | None | 501C 3 | PUBLIC CHARITY | $50,000 |
| MILE HIGH MINISTRIES | |||||||
| 913 N WYANDOT | DENVER | CO | 80204 | None | 501C 3 | PUBLIC CHARITY | $30,000 |
| SECOND GLANCE MINISTRIES | |||||||
| P O BOX 440208 | AURORA | CO | 80044 | None | 501C 3 | PUBLIC CHARITY | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,197,897 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,798 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,617,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,031,607 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME-NEWPORT ASIA | 14 | -$1,216 |
| OTHER INC-RAPTOR GLOBAL | 14 | $504 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,697,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,697,388 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| C EDWARD CAROLE MCVANEY | |||||||
| 1 | 1520 W CANAL CT STE 220 | LITTLETON | CO | 80120 | $915,952 | Yes (X) | |
| MCVANEY INVESTMENT PARTNERSHIP | |||||||
| 2 | 1520 W CANAL CT STE 220 | LITTLETON | CO | 80120 | $328,212 | Yes (X) | |
| C EDWARD CAROLE MCVANEY | |||||||
| 3 | 1520 W CANAL CT STE 220 | LITTLETON | CO | 80120 | $70,930,029 | Yes (X) | |
| MCVANEY INVESTMENT PARTNERSHIP | |||||||
| 4 | 1520 W CANAL CT STE 220 | LITTLETON | CO | 80120 | $1,302,632 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 12256 SHS GILEAD SCIENCES STOCK | $915,952 | 2013-12-30 |
| 3 | SEE STMT C-1 - PUBLICLY-TRADED STOCK DONATED | $70,930,029 | 2014-01-02 |
| 4 | 342 SHS APPLE INC STOCK | $1,302,632 | 2013-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPRINKLE & ASSOCIATES LLC | CategoryTxt |
| Amt | $37,901 | Amt |
| Net Investment Income | $9,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,475 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 3050 RICHARD ALLEN CT | 2007-08-08 | $356,680 | $57,542 | 87 | 0.0256 | $9,145 |
| BUILDING IMPROVEMENT-RA | 2007-10-16 | $116,241 | $18,253 | 87 | 0.0256 | $2,980 |
| BUILDING IMPROVEMENT-RA | 2008-06-01 | $70,137 | $9,816 | 87 | 0.0256 | $1,798 |
| BUILDING IMPROVEMENT-RA | 2010-11-23 | $13,184 | $1,028 | 87 | 0.0256 | $338 |
| BUILDING IMPROVEMENT-RA | 2011-12-15 | $6,282 | $316 | 87 | 0.0256 | $161 |
| 970 C AVENUE, CORONADO | 2013-02-15 | $300,000 | $6,099 | 87 | 0.0256 | $7,692 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCEL INSTITUTE EDUCATIONAL FACILITY | $1,225,569 | $1,211,147 | $1,312,524 |
| REAL ESTATE LEASED TO CHURCH AT NO RENT | $3,298,520 | $3,290,828 | $3,304,619 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCESS OF FMV OVER BASIS ON STOCK CONTRIB RCVD | Description |
| Amount | $43,013,848 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSPECTION FEES | $260 | |
| INSURANCE | $2,247 | |
| NEWPORT K-1 PORTFOLIO DEDUCTIONS | $20,497 | $20,497 |
| OFFICE SUPPLIES | $48 | |
| POSTAGE | $198 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME-NEWPORT ASIA | -$1,216 | -$1,216 |
| OTHER INC-RAPTOR GLOBAL | $504 | $504 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll Tax Withholding | Desc |
| BOY Book Value | $73 | BOYBookValueAmt |
| EOY Book Value | $73 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNION BANK CUSTODIAL FEES | CategoryTxt |
| Amt | $5,366 | Amt |
| Net Investment Income | $5,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED TAX PAYMENTS | $1,050,000 | |
| NEWPORT K-1 FOREIGN TAXES PAID | $2,449 | $2,449 |
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