BUSHONG FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BUSHONG FAMILY FOUNDATION (EIN 45-3589756)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349103152
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T15:25:03-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453589756 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bushong Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | sarah bushong weeks | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $5,492,724 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $257 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,261,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $454,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,213 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $490,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $601,200 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $298 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $298 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $49,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,217 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $69 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,331 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $551,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,825,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,977,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,297,431 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,035,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,172,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,492,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,035,443 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,172,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,035,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,172,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,035,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,172,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,035,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,354 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,172,797 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,172,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,261,154 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,806,171 | CostOrOtherBasisAmt |
| Gain Or Loss | $454,983 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $454,983 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $454,983 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $228,018 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,405,914 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,955 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,364,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,637,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.049627 | TotalDistributionRt |
| Average Distribution | 0.016542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,423,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,228 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,165 | 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 | $5,518 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,518 | SubtotalAmt |
| Tax Based On Investment Income | $5,518 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,918 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sarah Bushong-Weeks | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,283,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,505,735 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,505,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,423,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,518 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,518 | TotalTaxAmt |
| Distributable Before Adj | $265,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $304,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,518 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,764 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $304,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,764 | AppliedToYear1Amt |
| Applied To Current Year | $35,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $230,238 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH BUSHONG-WEEKS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD SUITE 123 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | FORMAL GRANT PROPOSAL AVAILABLE AT WWW.FSREQUESTS.COM/BUSHONG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOCUS FOR GIVING: ANIMALS, EDUCATION, ASYLUM AND REFUGEE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | |||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Educational Development | $15,000 |
| CATHOLIC CHARITIES & CMMNT SVC OF THE archdiocese | |||||||
| 4045 PECOS ST | DENVER | CO | 80211 | N/A | PC | Refugee & Asylee Program | $6,000 |
| COLORADO YOUTH FOR A CHANGE | |||||||
| 2931 W 25TH AVE APT 201 | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $15,000 |
| GO FOR IT INSTITUTE | |||||||
| 1457 S PEARL ST STE A | DENVER | CO | 80210 | N/A | PC | The CASPER Project | $75,000 |
| HORSE CARE PROGRAM | |||||||
| PO BOX 733 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $27,268 |
| JEWISH FAMILY SERVICE OF COLORADO INC | |||||||
| 3201 S TAMARAC DR | DENVER | CO | 80231 | N/A | PC | New American Services - Citizenship - Refugees | $6,000 |
| LUTHERAN SOCIAL SERVICE OF COLORADO | |||||||
| 363 S HARLAN ST STE 200 | LAKEWOOD | CO | 80226 | N/A | PC | Refugee & Asylee Program | $6,000 |
| MILITARY WARRIORS SUPPORT FOUNDATION | |||||||
| 2511 N LOOP 1604 W STE 201 | SAN ANTONIO | TX | 78258 | N/A | PC | NS2 Serves | $10,000 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 3489 W 72ND AVE STE 211 | WESTMINSTER | CO | 80030 | N/A | PC | General & Unrestricted | $6,000 |
| SALVATION ARMY | |||||||
| 455 E SPRING ST | LONG BEACH | CA | 90806 | N/A | PC | General & Unrestricted | $20,000 |
| UNIVERSITY OF DENVER - OFFICE OF GIFT PROCESSING | |||||||
| 2190 E ASBURY AVE | DENVER | CO | 80208 | N/A | PC | Human Trafficking Center | $6,000 |
| WWP INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $13,634 |
| ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS | |||||||
| 10554 S PERRY PARK RD | LARKSPUR | CO | 80118 | N/A | PC | General & Unrestricted | $63,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,536 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,213 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $490,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $490,952 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC. | $128,445 | $122,180 |
| AMGEN INC | $77,531 | $111,503 |
| APPLE INC. | $109,873 | $209,722 |
| BOEING CO | $100,830 | $100,735 |
| BRITISH AMERICAN TOBACCO PLC | $100,765 | $94,343 |
| COLGATE-PALMOLIVE COMPANY | $114,050 | $117,623 |
| DOMINION RESOURCES INC | $102,273 | $115,350 |
| EMERSON ELECTRIC CO. | $117,606 | $111,114 |
| EXPRESS SCRIPTS HOLDING CO. | $91,363 | $118,538 |
| GENERAL ELECTRIC CO | $71,480 | $101,080 |
| GOOGLE INC CL A | $149,237 | $212,264 |
| ILLINOIS TOOL WORKS | $102,658 | $113,640 |
| INTEL CORP | $96,730 | $94,354 |
| INVESCO PLC | $99,644 | $114,608 |
| JOHNSON & JOHNSON | $107,819 | $115,027 |
| KAYNE ANDERSON MLP INV | $193,194 | $229,004 |
| MICROSOFT CORPORATION | $89,832 | $111,480 |
| NORDSTROM INC | $85,111 | $119,085 |
| NOVARTIS AG ADR | $95,489 | $92,660 |
| OCCIDENTAL PETROLEUM CORP | $133,380 | $120,915 |
| PIMCO TOTAL RETURN FUND | $544,823 | $521,248 |
| QUALCOMM INC | $96,120 | $111,495 |
| ROCHE HOLDING LTD ADR | $103,264 | $95,172 |
| SANDISK CORP | $75,434 | $127,374 |
| SPDR GOLD SHARES | $457,380 | $340,740 |
| STANLEY BLACK & DECKER INC | $109,505 | $115,296 |
| STARBUCKS CORP COM | $96,191 | $98,460 |
| TEMPLETON GLOBAL BD | $598,621 | $567,313 |
| TORONTO DOMINION | $96,378 | $95,560 |
| TRAVELERS COMPANIES INC | $100,375 | $127,020 |
| UNION PACIFIC | $93,555 | $119,130 |
| UNITED PARCEL SERVICE | $100,268 | $100,053 |
| UNITED TECHNOLOGIES CORP | $113,415 | $109,250 |
| V F CORP | $110,520 | $134,820 |
| YUM BRANDS INC | $114,345 | $109,275 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $298 | LegalFeesAmt |
| Disbursements Charitable Prps | $298 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,306 | $34,306 | |
| Bank Charges | $69 | $69 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $3,213 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $49,217 | Amt |
| Net Investment Income | $49,217 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $147 | Amt |
| Net Investment Income | $147 | NetInvestmentIncomeAmt |
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