BETA

JDO FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JDO FOUNDATION (EIN 45-6194676)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-11-04
IRS object ID
201533089349100413
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

FieldValueIRS element (for citing)
Return2015-11-04T11:57:47-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Firor & Company CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1274 Union Blvd Suite 333AddressLine1Txt
CityLakewoodCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456194676EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JDO FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJDOFBusinessNameControlTxt
Phone3039337790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard T ThrockmortonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2015-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarl E Firor CPAPreparerPersonNm
PTINP00009558PTIN
Phone3034683490PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$314,222FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$665,283ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$92InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$92InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$92InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$317DividendsRevAndExpnssAmt
Dividends Net Invst Incm$317DividendsNetInvstIncmAmt
Dividends Adj Net Incm$317DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$24NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$763,118GrossSalesPriceAmt
Gross Sales Less Ret And Allwnc$979GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$979CostOfGoodsSoldAmt
Total Rev And Expnss$665,668TotalRevAndExpnssAmt
Total Net Invst Incm$409TotalNetInvstIncmAmt
Total Adj Net Incm$409TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$65,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$32,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$92,938OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$92,938OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$244LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,295AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$68,832OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,185OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,185OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$66,138OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,468TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$9,596TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$27,883OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,436TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$105PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$105PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$235,275OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$219,633OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$508,476TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,185TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,185TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$420,910TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508,476TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,185TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,185TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$420,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$157,192ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,775CashBOYAmt
Cash EOY$34,898CashEOYAmt
Cash EOYFMV$34,898CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,462SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$277,107SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$277,107SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$467OtherNtsAndLoansRcvblBOYAmt
Inventories EOY$2,107InventoriesEOYAmt
Corporate Stock BOY$90,217CorporateStockBOYAmt
Corporate Bonds BOY$14,414CorporateBondsBOYAmt
Other Investments EOYFMV$2,217OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,217OtherAssetsBOYAmt
Other Assets EOY$2,217OtherAssetsEOYAmt
Total Assets BOY$159,552TotalAssetsBOYAmt
Total Assets EOY$316,329TotalAssetsEOYAmt
Total Assets EOYFMV$314,222TotalAssetsEOYFMVAmt
Accounts Payable BOY$415AccountsPayableBOYAmt
Total Liabilities BOY$415TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$159,137UnrestrictedBOYAmt
Unrestricted EOY$316,329UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$159,137TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$316,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$316,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,137TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$157,192ExcessRevenueOverExpensesAmt
Subtotal$316,329SubtotalAmt
Tot Net Ast Or Fund Balances EOY$316,329TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$24CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$104NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.jdofoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Richard T ThrockmortonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3039337790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80127ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Judith D Coon
26 Golden Eagle LaneLittletonCO80127Director40.00$0
Richard T Throckmorton
26 Golden Eagle LaneLittletonCO80127CFO50.00$65,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1To provide IPADS and related teacher training to the children of St Francis de Sales Catholic School along with the required facility preparation.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$420,910ExpensesAndContributionsAmt
Qualifying Distributions$420,910QualifyingDistributionsAmt
Adjusted Qualifying Distri$420,910AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2011-03-24PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$9,064Year1Amt
Year2$4,879Year2Amt
Year3$696Year3Amt
Total$14,639TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$7,704Year1Amt
Year2$4,147Year2Amt
Year3$592Year3Amt
Total$12,443TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$420,910CurrentYearAmt
Year1$284,693Year1Amt
Year2$229,954Year2Amt
Year3$10,955Year3Amt
Total$946,512TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$420,910CurrentYearAmt
Year1$284,693Year1Amt
Year2$229,954Year2Amt
Year3$10,955Year3Amt
Total$946,512TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Year1$6,042Year1Amt
Year2$8,851Year2Amt
Year3$464Year3Amt
Total$15,357TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJudith D CoonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$92RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$317RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$24RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$385RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$385TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Judith D Coon
126 Golden Eagle LaneLittletonCO80127$660,046Yes (X)Yes (X)
Techsoupcom
2435 Brannan St Ste 100San FranciscoCA94107$5,237Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14,392.615 Shrs T Rowe Price Midcap Growth Fund and 10,683.297 Shrs T Towe Price Midcap Value Fund$658,4642014-10-10
2Electronic Supplies$5,2372015-05-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,295Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$244LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSecurity DepositsDesc
BOY Book Value$2,217BOYBookValueAmt
EOY Book Value$2,217EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Business Registration Fee$425
Equipment Donation$210,684$210,684
Facility Internet Donation$3,059$3,059
Insurance$500
Office Euipment Lease$1,474
Postage$72
Supplies$8,273
Teacher Training$5,890$5,890
Telephone$4,194
Workers Compensation$704

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Financial Advisory Fees$1,185$1,185$1,185$0
Outside Contract Services$66,138$0$0$66,138
Payroll Service Fees$1,509$0$0$0

Sales Of Inventory List SalesOfInventoryList

Inventory Sale InventorySaleGrp

FieldValueIRS element (for citing)
Gross Sales$979GrossSalesAmt
Cost Of Goods Sold$979CostOfGoodsSoldAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Tax$12,082$9,596
UBI Tax$386

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