RUTH A CARVER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUTH A CARVER FOUNDATION (EIN 47-5169797)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349103926
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T22:06:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Anderson | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17756 Howe Avenue | AddressLine1Txt |
| City | Homewood | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475169797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH A CARVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5632994567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH CARVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5632994567 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01360782 | PTIN |
| Phone | 7087380190 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,383,485 | 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 |
| Interest On Sav Rev And Expnss | $10,529 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,529 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,855,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,860 | 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 | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,028 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,180 | CashBOYAmt |
| Cash EOY | $251,157 | CashEOYAmt |
| Cash EOYFMV | $251,157 | CashEOYFMVAmt |
| Acct Rcvbl | $4,200 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,200 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,200 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,104,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,357,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,098,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $393,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $139,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,097 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,389 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,733,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,743,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,383,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,733,196 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,743,109 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,733,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,743,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,733,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,743,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,733,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,045 | OtherIncreasesAmt |
| Subtotal | $4,769,609 | SubtotalAmt |
| Other Decreases | $26,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,743,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50000 BANK OF AMERICA CORP INTERNOTES | P | 2021-11-10 | 2024-08-26 | $49,619 | $52,618 | -$2,999 | -$2,999 |
| 75000 JP MORGAN CHASE UNSECURED NOTE | P | 2021-02-03 | 2024-04-02 | $70,992 | $78,449 | -$7,457 | -$7,457 |
| 75000 MORGAN STANLEY MEDIUM TERM NOTE | P | 2022-02-23 | 2024-07-25 | $74,723 | $77,295 | -$2,572 | -$2,572 |
| 100000 PHILLIPS 66 UNSECURED NOTE | P | 2021-12-22 | 2024-01-05 | $98,068 | $102,776 | -$4,708 | -$4,708 |
| 75000 PRICELINE GROUP UNSECURED NOTE | P | 2021-03-30 | 2024-04-02 | $70,783 | $79,449 | -$8,666 | -$8,666 |
| STATEMENT D-1 (WELLS FARGO ACCOUNT SHORT TERM GAINS) | P | 2024-01-01 | 2024-12-31 | $100,328 | $89,073 | $11,255 | $11,255 |
| STATEMENT D-1 (WELLS FARGO ACCOUNT SHORT TERM U.S. GVT FUND TRADES) | P | 2024-01-01 | 2024-12-31 | $83,830 | $83,830 | $0 | $0 |
| STATEMENT D-1 (WELLS FARGO ACCOUNT LONG TERM GAINS) | P | 2023-12-30 | 2024-12-31 | $1,306,797 | $994,353 | $312,444 | $312,444 |
| Capital Gains Dividends | P | $244 | $244 | $244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,572 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,603 | OverpaymentAmt |
| Applied To ES Tax | $1,603 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | RUTH A CARVER | IndividualWithBooksNm |
| Phone | 5632994567 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH A CARVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 S ASPEN STREET | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | 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 |
| 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 | $5,933,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,163,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,163,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,070,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,969 | TotalTaxAmt |
| Distributable Before Adj | $298,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,577 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,185 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,117 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,117 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,068 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $237,509 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH A CARVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | ENVIRONMENTAL | $25,000 |
| ASPEN COMMUNITY CHURCH (5) | |||||||
| 200 EAST BLEEKER STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | RELIGIOUS | $86,000 |
| ASPEN COUNTRY DAY SCHOOL | |||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 |
| ASPEN FILM FESTIVAL | |||||||
| 113 EAST HALLAM SUITE 103 | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $4,900 |
| ASPEN HISTORICAL SOCIETY (3) | |||||||
| 620 WEST BLEEKER STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $10,500 |
| ARMITAGE FOUNDATION | |||||||
| 15934 RIVERSIDE DRIVE W | NEW YORK | NY | 10032 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ASPEN INSTITUTE (ASPEN WORDS) | |||||||
| 2300 N STREET NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 |
| ASPEN INSTITUTE (MUSIC FEST) (5) | |||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | N/A | 501(C)(3) | SOCIAL WELFARE | $46,575 |
| A WAY OUT | |||||||
| PO BOX 1124 | CARBONDALE | CO | 81623 | N/A | 501(C)(3) | EDUCATIONAL | $100 |
| ASPEN INSTITUTE SOCIETY OF FELLOWS (PRESIDENT'S SOCIETY) | |||||||
| 2300 N STREET NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 303 EAST 17TH AVENUE | DENVER | CO | 80203 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ASPEN JUNIOR HOCKEY | |||||||
| PO BOX 3390 | ASPEN | CO | 81612 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ASPEN GROVE CEMETARY | |||||||
| 2460 SOUTH WEBSTER STREET | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $100 |
| BUDDY PROGRAM (3) | |||||||
| 110 EAST HALLAM SUITE 125 | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $7,900 |
| CORNELL COLLEGE | |||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| CRESTE BUTTE MUSEUM | |||||||
| PO BOX 2480 | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 |
| CRESTED BUTTE CENTER FOR THE ARTS (3) | |||||||
| 606 SIXTH STREET | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | EDUCATIONAL | $10,650 |
| CRESTED BUTTE LAND TRUST (3) | |||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | ENVIRONMENTAL | $11,300 |
| CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION | |||||||
| PO BOX 782 | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 |
| CORE | |||||||
| 910 NORTH HILL STREET | LOS ANGELES | CA | 90012 | N/A | 501(C)(3) | EDUCATIONAL | $250 |
| CRESTED BUTTE PUBLIC POLICY FORUM | |||||||
| PO BOX 2256 | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 |
| CRITTERS CRUSADERS OF CEDAR RAPIDS | |||||||
| PO BOX 10111 | CEDAR RAPIDS | IA | 52410 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 |
| DANCE ASPEN INITIATIVE (4) | |||||||
| 406 EAST HOPKINS AVE UNIT D | ASPEN | CO | 81611 | N/A | 501(C)(3) | EDUCATIONAL | $52,210 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | 501(C)(3) | MEDICAL | $1,000 |
| FRIENDS OF FLORENCE | |||||||
| 4545 WEST STREET NW | WASHINGTON | DC | 20007 | N/A | 501(C)(3) | GENERAL | $2,500 |
| FRIENDS OF THE MAJESTIC | |||||||
| PO BOX 4223 | CRESTED BUTTE | CO | 81224 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,750 |
| INNOCENCE PROJECT (2) | |||||||
| 2020 SOUTH ONEIDA STREET STE 200 | DENVER | CO | 80224 | N/A | 501(C)(3) | EDUCATIONAL | $9,000 |
| LAST HOPE ANIMAL RESCUE | |||||||
| 1823 16TH AVENUE SW | CEDAR RAPIDS | IA | 52404 | N/A | 501(C)(3) | ANIMAL WELFARE | $2,500 |
| OVERSEAS PRESS CLUB | |||||||
| 40 WEST 45TH STREET | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| PARKINSONS FOUNDATION (2) | |||||||
| 1359 BROADWAY 1509 | NEW YORK | NY | 10018 | N/A | 501(C)(3) | MEDICAL EDUCATIONAL | $250 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | N/A | 501(C)(3) | EDUCATIONAL | $1,500 |
| ROCKY MOUNTAIN PUBLIC BROADCASTING | |||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| ROCKY MOUNTAIN BIOLOGICAL INSTITUTE | |||||||
| 8000 COUNTRY ROAD 317 | GOTHIC | CO | 81224 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 |
| WILDERNESS WORKSHOP | |||||||
| PO BOX 1442 | CARBONDALE | CO | 81623 | N/A | 501(C)(3) | EDUCATIONAL | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,185 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,529 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,860 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $4,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MANAGED BROKER ACCOUNT | StockNm |
| EOY Book Value | $4,357,655 | EOYBookValueAmt |
| EOYFMV | $6,098,739 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 187 GROSVENOR GSOCS II | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $130,097 | BookValueAmt |
| EOYFMV | $29,389 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 OUTSTANDING CHECKS CASHED IN 2024 | Desc |
| Amt | $26,500 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 INCOME AND EXPENSE TIMING & BASIS ADJUSTMENTS | Desc |
| Amt | $2,045 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WELLS FARGO FEES 7848 | $55,995 | $55,995 | $0 |
| GCM GSOCS K-1 EXPENSES | $6,191 | $6,191 | $0 |
| WELLS FARGO FEES 7848-ADR FEES | $27 | $27 | $0 |
| GCM GSOCS K-1 ADDL EXPENSES | $2,816 | $2,816 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WELLS FARGO 7848 FOREIGN TAX | $4,028 | $4,028 | $0 |
| 2023 EXCISE TAX EXTENSION PAYMENT | $700 | $0 | $0 |
| 2024 EXCISE TAX ESTIMATED TAX PAYMENTS | $2,200 | $0 | $0 |
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