PETE MORGAN FOUNDATION TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PETE MORGAN FOUNDATION TRUST (EIN 47-0833529)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349101610
- Schema version
- 2013v3.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:46:10-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470833529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETE MORGAN FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3032972142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 W CANAL COURT STE 220 | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C EDWARD MCVANEY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-11-15 | 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 | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,452,073 | 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 | $1,658,108 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,502 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $645 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,813,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,223 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,143 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,151 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $490,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,306,037 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,080 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,042,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $920,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $920,414 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,358,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $682,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,531,659 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,401,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,602,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,452,073 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,650,731 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $175,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,650,731 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $175,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $750,622 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,427,535 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,622 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,401,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,602,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,622 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,306,037 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,056,659 | SubtotalAmt |
| Other Decreases | $629,124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,427,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-01-10 | $1,128 | $1,128 | $1,128 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-01-11 | $938 | $938 | $938 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-04-02 | $98,186 | $98,186 | $98,186 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-05-01 | $29 | $29 | $29 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-05-10 | $1,019 | $1,019 | $1,019 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-05-10 | $2,628 | $2,628 | $2,628 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-07-10 | $41,042 | $41,042 | $41,042 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-08-31 | $886 | $886 | $886 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-08-31 | $1,000 | $1,000 | $1,000 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-10-31 | $1,404 | $1,404 | $1,404 | |
| KING STREET CAPITAL LTD | P | 2007-07-01 | 2013-10-31 | $6,889 | $6,889 | $6,889 | |
| RAPTOR GLOBAL PORTFOLIO LIQUIDATING TR | P | 2012-01-01 | 2013-12-31 | -$647 | -$647 | $647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,583,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,983,811 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,661,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.54374 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,771,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,398,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,771,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,666,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,923,288 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,097,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08329 | DistributionYr5Rt |
| Total Distribution | 1.82036 | TotalDistributionRt |
| Average Distribution | 0.36407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,781,192 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $648,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,501 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $490,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,002 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,002 | SubtotalAmt |
| Tax Based On Investment Income | $3,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $6,997 | OverpaymentAmt |
| Applied To ES Tax | $6,997 | 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C EDWARD MCVANEY | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,213,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,808,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,808,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,781,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,002 | TotalTaxAmt |
| Distributable Before Adj | $86,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $490,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $490,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $490,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,058 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,187,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,401,076 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,261,003 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,909,689 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $37,759,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $490,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,942 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,163,074 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,187,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,975,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,401,076 | ExcessFromYear4Amt |
| Excess From Year3 | $1,261,003 | ExcessFromYear3Amt |
| Excess From Year2 | $33,909,689 | ExcessFromYear2Amt |
| Excess From Current Year | $403,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| POPULATION WE | ||||||
| 1610 17TH AVE S STE 201 | NASHVILLE | TN | 37212 | 501C 3 | PUBLIC CHARITY | $10,000 |
| US EQUESTRIAN TEAM FDN | ||||||
| P O BOX 355 | GLADSTONE | NJ | 07934 | 501C 3 | PUBLIC CHARITY | $5,000 |
| VALOR CHRISTIAN SCHOOLS | ||||||
| 3775 E GRACE BLVD | HIGHLANDS RANCH | CO | 80126 | 501C 3 | PUBLIC CHARITY | $475,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $154,502 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAPTOR GLOBAL OTHER INC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $155,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,223 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MCVANEY INVESTMENT PARTNERSHIP | |||||||
| 1 | 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | $900,000 | Yes (X) | |
| MCVANEY INVESTMENT PARTNERSHIP | |||||||
| 2 | 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | $758,108 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1363 SHS APPLE INC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $758,108 | FairMarketValueAmt |
| Received | 2013-12-30 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FORTRESS PARTNERS OFFSHORE FUND | AT COST | $527,726 | $691,237 |
| KING STREET CAPITAL LTD | AT COST | $26,055 | |
| RAPTOR PRIVATE HOLDINGS LTD | AT COST | $25,411 | $28,454 |
| RAPTOR GLOBAL PORTFOLIO LIQUIDATING TR | AT COST | $21,243 | |
| UBT EQUITIES | AT COST | $128,984 | $764,670 |
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 | $629,124 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RAPTOR GLOBAL OTHER INC | Desc |
| Revenue And Expenses Per Books | $645 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $645 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short term loan from a private fdn | Desc |
| BOY Book Value | $3,650,731 | BOYBookValueAmt |
| EOY Book Value | $175,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| KING STREET INVESTMENT MGMT FEES | $29 | $29 | $0 | $0 |
| UNION BANK CUSTODIAL FEES | $5,114 | $5,114 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE ESTIMATED TAX | $10,000 |
| FEDERAL EXCISE TAX PAID W RETURN | $2,151 |
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