TYL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TYL FOUNDATION (EIN 84-1256356)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-14
- IRS object ID
- 201412879349100731
- Schema version
- 2012v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-14T11:45:41-07:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sprinkle & Associates LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841256356 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TYLF | NameControl |
| Phone | 3032972142 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 W CANAL COURT | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLE MCVANEY | Name |
| Title | PRES/DIR/MGR | Title |
| Date Signed | 2014-10-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stan G Sprinkle | Name |
| PTIN | P00279589 | PTIN |
| Phone | 3032972121 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 20912945 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1775137 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 40673 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 40673 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 257122 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 257122 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1618802 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2353826 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1618802 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -1630 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -1630 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3690104 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1914967 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 5200 | OthEmplSlrsWgsRevAndExpnss |
| Pension Empl Bnft Rev And Expnss | 647 | PensionEmplBnftRevAndExpnss |
| Accounting Fees Rev And Expnss | 57185 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14296 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14296 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5107 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5107 | OtherProfFeesNetInvstIncm |
| Interest Rev And Expnss | 1 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 15596 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2567 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 20521 | DeprecAndDepletionRevAndExpnss |
| Printing And Pub Rev And Expnss | 187 | PrintingAndPubRevAndExpnss |
| Other Expenses Rev And Expnss | 20386 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18089 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 124830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40060 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14296 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1222530 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1222530 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1347360 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40060 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1236826 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2342744 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1874907 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 754452 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14563 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14563 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 4063 | AccountsReceivable |
| Accounts Receivable EOY | 4063 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 4063 | AccountsReceivableEOYFMV |
| Other Notes And Loans Receivable | 1675000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 4900731 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 1675000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 1675000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 3106309 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4603512 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6405462 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 42500 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 49196 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 114577 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5959727 | InvestmentsOtherBOY |
| Investments Other EOY | 6062070 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8082137 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 1239991 | OtherAssetsBOY |
| Other Assets EOY | 4524089 | OtherAssetsEOY |
| Other Assets EOYFMV | 4617143 | OtherAssetsEOYFMV |
| Total Assets BOY | 16003710 | TotalAssetsBOY |
| Total Assets EOY | 16932493 | TotalAssetsEOY |
| Total Assets EOYFMV | 20912945 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 68 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 73 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 68 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 16003642 | UnrestrictedBOY |
| Unrestricted EOY | 16932420 | UnrestrictedEOY |
| Total Net Assets BOY | 16003642 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16932420 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16003710 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16932493 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16003642 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2342744 | ExcessOfRevenueOverExpenses |
| Subtotal | 18346386 | Subtotal |
| Other Decreases | 1413966 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16932420 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|---|---|---|
| RAPTOR GLOBAL PORTFOLIO LIQUIDATING TR | P | 2011-01-01 | 2012-12-31 | 4585 | -4585 | -4585 | |
| NEWPORT ASIA INSTL FUND LP K-1 | P | 2011-01-01 | 2012-12-31 | 20917 | 20917 | 20917 | |
| NEWPORT ASIA INSTL FUND LP K-1 | P | 2012-12-01 | 2012-12-31 | 1171 | -1171 | -1171 | |
| 3364 SHS APPLE INC | P | 2008-10-08 | 2012-12-21 | 318342 | 1413438 | 1413438 | 1731780 |
| 5102.041 SHS FIDELITY SPARTAN 500 INDEX FUND | P | 2011-09-22 | 2013-09-04 | 206838 | 93162 | 93162 | 300000 |
| 1698.081 SHS FIDELITY SPARTAN 500 INDEX FUND | P | 2011-09-22 | 2013-08-26 | 68841 | 31159 | 31159 | 100000 |
| 3336.113 SHS FIDELITY SPARTAN 500 INDEX FUND | P | 2011-09-22 | 2013-07-25 | 135247 | 64753 | 64753 | 200000 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2011-01-01 | 2013-11-30 | 1129 | 1129 | 1129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1618802 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1780987 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17282186 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10305 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11945821 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26737233 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.44679 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 736438 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 27310870 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.02697 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 626565 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 23437520 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02673 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 734951 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 29100201 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02526 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.62879 | TotalDistributionRatio |
| Average Distribution Ratio | 0.12576 | AverageDistributionRatio |
| Net Noncharitable Assets | 16048641 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2018261 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18749 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2037010 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1236826 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37498 | InvestmentIncomeExciseTax |
| Subtotal | 37498 | Subtotal |
| Tax Based On Investment Income | 37498 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 72199 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 72199 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 34701 | Overpayment |
| Amount Credited To Next Year | 34701 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3032972121 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| KEVIN E MCVANEY | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | V-P, DIR | 1.00 | 0 |
| CAROLE MCVANEY | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | PRES,DIR,MGR | 2.00 | 0 |
| KYLEE LOURIE | ||||||
| 1520 W CANAL CT 220 | LITTLETON | CO | 80120 | SEC,TREAS,DR | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 WEST CANAL COURT STE 220 | AddressLine1 |
| City | LITTLETON | City |
| State | CO | State |
| ZIP Code | 80120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | ACCOUNTING & TAX | TypeOfService |
| Compensation | 57185 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13044405 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 726635 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2521997 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16293037 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 16293037 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 244396 | CashDeemedCharitable |
| Net Noncharitable Assets | 16048641 | NetNoncharitableAssets |
| Minimum Investment Return | 802432 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 802432 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37498 | TaxBasedOnInvestmentIncome |
| Total Tax | 37498 | TotalTax |
| Distributable Amount Before Adj | 764934 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 764934 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 764934 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1236826 | ExpensesAndContributions |
| Qualifying Distributions | 1236826 | QualifyingDistributions |
| Adj Qualifying Distributions | 1236826 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 764934 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 10648093 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 921245 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11569338 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1236826 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 764934 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 471892 | RemainingDistriFromCorpus |
| Total Corpus | 12041230 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 12041230 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 10648093 | ExcessFromYear2 |
| Excess From Year1 | 921245 | ExcessFromYear1 |
| Excess From Current Year | 471892 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLE MCVANEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| SECOND CHANCES | |||||||
| 168 FEDERAL BLVD | DENVER | CO | 80219 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| LEADERSHIP PROG OF ROCKIES | |||||||
| 1777 S HARRISON ST STE 807 | DENVER | CO | 80210 | None | 501C 3 | PUBLIC CHARITY | $25,000 |
| DONORSTRUST INC | |||||||
| 109 N HENRY ST | ALEXANDRIA | VA | 22314 | None | 501C 3 | PUBLIC CHARITY | $20,000 |
| DENVER URBAN MINISTRIES | |||||||
| 1717 E COLFAX AVE | DENVER | CO | 80218 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| DENVER SEMINARY | |||||||
| 6399 S SANTA FE DR | LITTLETON | CO | 80120 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $10,000 |
| TEAMMATES MENTORING PROGRAM | |||||||
| 11850 NICHOLAS SUITE 120 | OMAHA | NE | 68154 | None | 501C 3 | PUBLIC CHARITY | $2,500 |
| SPIRIT OF LIBERTY FDN | |||||||
| 990 HIGHLANDS DR STE 107 | SOLANA BEACH | CA | 92075 | None | 501C 3 | PUBLIC CHARITY | $25,000 |
| ENVIRONMENTL LEARN FOR KIDS | |||||||
| 14460 E 50TH AVE | DENVER | CO | 80239 | None | 501C 3 | PUBLIC CHARITY | $2,000 |
| CLOTHES TO KIDS OF DENVER | |||||||
| P O BOX 100874 | DENVER | CO | 80250 | None | 501C 3 | PUBLIC CHARITY | $2,500 |
| ROCKY MTN DRESSAGE SOCIETY | |||||||
| 2942 PARK LAKE DR | BOULDER | CO | 80301 | None | 501C 3 | PUBLIC CHARITY | $400 |
| MISSION WEAR | |||||||
| 2411 CLARKSON ST | DENVER | CO | 80205 | None | 501C 3 | PUBLIC CHARITY | $5,000 |
| GRAHAM MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 959 C AVENUE | CORONADO | CA | 92118 | None | 501C 3 | PUBLIC CHARITY | $36,000 |
| ALLIANCE FR CHOICE IN EDUC | |||||||
| 1201 E COLFAX AVE STE 302 | DENVER | CO | 80218 | None | 501C 3 | PUBLIC CHARITY | $40,000 |
| VALOR CHRISTIAN SCHOOLS | |||||||
| 3775 E GRACE BLVD | HIGHLANDS RANCH | CO | 80126 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $9,000 |
| EXCEL INSTITUTE | |||||||
| 3050 RICHARD ALLEN CT | DENVER | CO | 80205 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $472,130 |
| COLORADO CHRISTIAN UNIV | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | None | 501C 3 | EDUCATIONAL (SCHOOL) | $50,000 |
| SERVANT LEADERSHIP FDN | |||||||
| 950 E WESTGLOW LANE | GREENWOOD VILLAGE | CO | 80121 | None | 501C 3 | PUBLIC CHARITY | $293,000 |
| HIS LOVE FELLOWSHIP | |||||||
| P O BOX 40296 | DENVER | CO | 80204 | None | 501C 3 | PUBLIC CHARITY | $10,000 |
| SAVE OUR YOUTH | |||||||
| 3443 W 23RD AVE | DENVER | CO | 80211 | None | 501C 3 | PUBLIC CHARITY | $210,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1222530 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,673 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $257,122 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,618,802 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME-NEWPORT ASIA | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,630 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,914,967 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1914967 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MCVANEY INVESTMENT PARTNERSHIP | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1775137 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 3364 SHS APPLE INC STOCK | NoncashPropertyDescription |
| Fair Market Value | 1732309 | FairMarketValue |
| Date Received | 2012-12-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SPRINKLE & ASSOCIATES LLC | Category |
| Amount | $57,185 | Amount |
| Net Investment Income | 14296 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 14296 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRINKLE & ASSOCIATES LLC | BusinessNameLine1 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | RateRate | Current Year ExpenseCurrentYearExpense | Prior Years DepreciationPriorYearsDepreciation |
|---|---|---|---|---|---|---|
| 970 C AVENUE, CORONADO | 2013-02-15 | 300000 | 87 | 0.0203 | 6099 | |
| BUILDING IMPROVEMENT-RA | 2011-12-15 | 6282 | 87 | 0.0256 | 161 | 155 |
| BUILDING IMPROVEMENT-RA | 2010-11-23 | 13184 | 87 | 0.0256 | 338 | 690 |
| BUILDING IMPROVEMENT-RA | 2008-06-01 | 70137 | 87 | 0.0256 | 1798 | 8018 |
| BUILDING IMPROVEMENT-RA | 2007-10-16 | 116241 | 87 | 0.0256 | 2980 | 15273 |
| 3050 RICHARD ALLEN CT | 2007-08-08 | 356680 | 87 | 0.0256 | 9145 | 48397 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV | BOY Book ValueBOYBookValue |
|---|---|---|---|
| REAL ESTATE LEASED TO CHURCH AT NO RENT | 3298520 | 3304619 | |
| EXCEL INSTITUTE EDUCATIONAL FACILITY | 1225569 | 1312524 | 1239991 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCESS OF FMV OVER BASIS ON STOCK CONTRIB RCVD | Description |
| Amount | $1,413,966 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| POSTAGE | 48 | |
| OFFICE SUPPLIES | 43 | |
| NEWPORT K-1 PORTFOLIO DEDUCTIONS | 18089 | 18089 |
| INSURANCE | 2206 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME-NEWPORT ASIA | Description |
| Revenue And Expenses Per Books | -1630 | RevenueAndExpensesPerBooks |
| Net Investment Income | -1630 | NetInvestmentIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Payroll Tax Withholding | Description |
| BOY Book Value | 68 | BOYBookValue |
| EOY Book Value | 73 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNION BANK CUSTODIAL FEES | Category |
| Amount | $5,107 | Amount |
| Net Investment Income | 5107 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PROPERTY TAX | $3,029 | |
| NEWPORT K-1 FOREIGN TAXES PAID | $2,567 | 2567 |
| FYE 11/30/12 FED TAX EXTENSION | $10,000 |
Comments