BETA

JDO FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JDO FOUNDATION (EIN 45-6194676)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-01-23
IRS object ID
201540239349100204
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-23T10:29:01-08:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Firor & Company CPAs PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1274 Union Blvd Suite 333AddressLine1
CityLakewoodCity
StateCOState
ZIP Code80228ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456194676EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JDO FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJDOFBusinessNameControlTxt
Phone3039337790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1
CityLittletonCity
StateCOState
ZIP Code80127ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard T ThrockmortonPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2015-01-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarl E Firor CPAPreparerPersonNm
PTINP00009558PTIN
Phone3034683490PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$170,783FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$306,491ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,542DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,542DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,542DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$395,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,636CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,013NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$326,673TotalRevAndExpnssAmt
Total Net Invst Incm$20,182TotalNetInvstIncmAmt
Total Adj Net Incm$12,559TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$41,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$41,000OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,478LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,295AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$44,180OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,295OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,295OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$41,509OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,825TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$5,432TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$27,183OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$563TravConfMeetingRevAndExpnssAmt
Printing And Pub Rev And Expnss$306PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$306PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$178,160OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$166,446OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$363,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,295TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,295TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$284,693TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$363,990TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,295TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,295TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$284,693TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,317ExcessRevenueOverExpensesAmt
Net Investment Income$18,887NetInvestmentIncomeAmt
Adjusted Net Income$11,264AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,952CashBOYAmt
Cash EOY$44,775CashEOYAmt
Cash EOYFMV$44,775CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,520SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,462SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,462SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$467OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$467OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$467OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$61,012USGovernmentObligationsBOYAmt
Corporate Stock BOY$49,770CorporateStockBOYAmt
Corporate Stock EOY$90,217CorporateStockEOYAmt
Corporate Stock EOYFMV$101,355CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,983CorporateBondsBOYAmt
Corporate Bonds EOY$14,414CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,507CorporateBondsEOYFMVAmt
Other Assets BOY$2,217OtherAssetsBOYAmt
Other Assets EOY$2,217OtherAssetsEOYAmt
Other Assets EOYFMV$2,217OtherAssetsEOYFMVAmt
Total Assets BOY$196,454TotalAssetsBOYAmt
Total Assets EOY$159,552TotalAssetsEOYAmt
Total Assets EOYFMV$170,783TotalAssetsEOYFMVAmt
Accounts Payable EOY$415AccountsPayableEOYAmt
Total Liabilities EOY$415TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$196,454RetainedEarningBOYAmt
Retained Earning EOY$159,137RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$196,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$159,137TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$196,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$159,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$196,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,317ExcessRevenueOverExpensesAmt
Subtotal$159,137SubtotalAmt
Tot Net Ast Or Fund Balances EOY$159,137TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$13,636CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,013NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$378InvestmentIncomeExciseTaxAmt
Subtotal$378SubtotalAmt
Tax Based On Investment Income$378TaxBasedOnInvestmentIncomeAmt
Tax Due$378TaxDueAmt

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 ThrockmortonBusinessNameLine1
FieldValueIRS element (for citing)
Phone3039337790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 270131AddressLine1
CityLittletonCity
StateCOState
ZIP Code80127ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Judith D Coon
26 Golden Eagle LaneLittletonCO80127Director40.00$0
Richard T Throckmorton
26 Golden Eagle LaneLittletonCO80127CFO50.00$60,000
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$163,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$184,033TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$184,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$181,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,064MinimumInvestmentReturnAmt

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$284,693ExpensesAndContributionsAmt
Qualifying Distributions$284,693QualifyingDistributionsAmt
Adjusted Qualifying Distri$284,693AdjustedQualifyingDistriAmt

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$9,064CurrentYearAmt
Year1$4,879Year1Amt
Year2$696Year2Amt
Total$14,639TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

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

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$284,693CurrentYearAmt
Year1$229,954Year1Amt
Year2$10,955Year2Amt
Total$525,602TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$284,693CurrentYearAmt
Year1$229,954Year1Amt
Year2$10,955Year2Amt
Total$525,602TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$6,042CurrentYearAmt
Year1$8,851Year1Amt
Year2$464Year2Amt
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$4RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,542RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,636RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,182RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,182TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJudith D CoonContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126 Golden Eagle LaneAddressLine1
CityLittletonCity
StateCOState
ZIP Code80127ZIPCode
FieldValueIRS element (for citing)
Total Contributions$306,491TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublically Traded StockNoncashPropertyDesc
Fair Market Value$304,923FairMarketValueAmt
Received2013-11-04ReceivedDt

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$3,478LegalFeesAmt
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
EOYFMV$2,217EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Business Registration Fee$185
Equipment Donation$151,133$151,133
Facility Internet Donation$13,053$13,053
Insurance$1,330
Membership & Dues$309
Office Euipment Lease$2,822
Postage$47
Supplies$2,310
Teacher Training$2,260$2,260
Telephone$4,206
Workers Compensation$505

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Financial Advisory Fees$1,295$1,295$1,295$0
Outside Contract Servicdes$41,509$0$0$41,509
Payroll Service Fees$1,376$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll Tax$7,727$5,432
UBI Tax$98

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