BETA

BORGEN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BORGEN FAMILY FOUNDATION (EIN 84-1236286)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201421339349102407
Schema version
2013v3.0
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)
Return2014-05-13T15:45:12-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841425202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALOGH & TJORNEHOJ LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 S CHERRY ST 210AddressLine1
CityDENVERCity
StateCOState
ZIP Code80246ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841236286EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BORGEN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBORGBusinessNameControlTxt
Phone3033947902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line144 COOK ST NO 609AddressLine1
CityDENVERCity
StateCOState
ZIP Code80206ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBJORN K BORGENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3033947902PhoneNum
Signature2014-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROB BALOGH CPAPreparerPersonNm
PTINP00004115PTIN
Phone3033200217PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,226,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,447,114ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$300,293DividendsRevAndExpnssAmt
Dividends Net Invst Incm$300,293DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$441,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,716,228GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$441,551CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,504OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,191,475TotalRevAndExpnssAmt
Total Net Invst Incm$741,857TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,729OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,777TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,256TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$497,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$497,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$521,106TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$497,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,670,369ExcessRevenueOverExpensesAmt
Net Investment Income$741,857NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,281CashBOYAmt
Cash EOY$58,682CashEOYAmt
Cash EOYFMV$58,682CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,602,176SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,432,906SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,432,906SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$25,942AcctRcvblAmt
Acct Rcvbl EOY$25,942AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$25,942AcctRcvblEOYFMVAmt
Other Investments BOY$8,056,006OtherInvestmentsBOYAmt
Other Investments EOY$8,873,302OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,709,389OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,710,463TotalAssetsBOYAmt
Total Assets EOY$11,390,832TotalAssetsEOYAmt
Total Assets EOYFMV$14,226,919TotalAssetsEOYFMVAmt
Accounts Payable EOY$10,000AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,710,463RetainedEarningBOYAmt
Retained Earning EOY$11,380,832RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,710,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,380,832TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,710,463TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,390,832TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,710,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,670,369ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,380,832SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,380,832TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOKF - STP$191,735$201,532-$9,797-$9,797
BOKF - LT AS ADJUSTEDP$3,502,290$3,073,145$429,145$429,145
CAPITAL GAINS DIVIDENDSP$22,203$22,203$22,203
FieldValueIRS element (for citing)
Capital Gain Net Income$441,551CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$390,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,757,022NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040012DistributionYr1Rt
Adjusted Qlfy Distri Yr2$358,978AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,111,394NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044256DistributionYr2Rt
Adjusted Qlfy Distri Yr3$320,193AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,410,776NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043206DistributionYr3Rt
Adjusted Qlfy Distri Yr4$273,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,533,650NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041860DistributionYr4Rt
Adjusted Qlfy Distri Yr5$279,408AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,478,854NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050998DistributionYr5Rt
Total Distribution0.220332TotalDistributionRt
Average Distribution0.044066AverageDistributionRt
Net Vl Noncharitable Assets$12,096,154NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$533,029AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,419NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$540,448AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$497,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,837InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,837SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,837TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,400TotalPaymentsAndCreditsAmt
Tax Due$6,437TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE BORGEN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone3033947902PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line144 COOK ST 609AddressLine1
CityDENVERCity
StateCOState
ZIP Code80206ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonBJORN K BORGENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line144 COOK ST 609AddressLine1
CityDENVERCity
StateCOState
ZIP Code80206ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,280,359AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,280,359TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,280,359AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$184,205CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,096,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$604,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$604,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,837TaxBasedOnInvestmentIncomeAmt
Total Tax$14,837TotalTaxAmt
Distributable Before Adj$589,971DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$589,971DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$589,971DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$497,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$497,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$497,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$589,971DistributableAsAdjustedAmt
Undistributed Income PY$476,381UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$497,850QualifyingDistributionsAmt
Applied To Year1$476,381AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,469AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$568,502UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBJORN K BORGENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS GARDEN MONTESSORI
444 DETROIT STDENVERCO80206NONEPUBLIC CHARITYCHARITY$5,000
COLORADO SKI & SNOWBOARD MUSEUM
PO BOX 1976VAILCO81658NONEPUBLIC CHARITYCHARITY$2,500
DENVER BOTANIC GARDENS
909 YORK STDENVERCO80206NONEPUBLIC CHARITYCHARITY$500
DENVER MUSEUM OF NATURE AND SCIENCE
2001 COLORADO BLVDDENVERCO80205NONEPUBLIC CHARITYCHARITY$500
GRALAND COUNTRY DAY SCHOOL
55 CLERMONT STDENVERCO80220NONEPUBLIC CHARITYCHARITY$5,000
ILIFF SCHOOL OF THEOLOGY
2201 SOUTH UNIVERSITY BLVDDENVERCO80210NONEPUBLIC CHARITYCHARITY$5,000
KIPP COLORADO SCHOOLS
451 SOUTH TEJON STREETDENVERCO80223NONEPUBLIC CHARITYCHARITY$25,000
RACHEL'S NETWORK
1200 18TH ST NW STE 310WASHINGTONDC20036NONEPUBLIC CHARITYCHARITY$10,000
SKI & SNOWBOARD CLUB VAIL
598 VAIL VALLEY DRVAILCO81657NONEPUBLIC CHARITYCHARITY$20,500
SONORAN INSTITUTE
44 E BROADWAY BLVD SUITE 350TUCSONAZ85701NONEPUBLIC CHARITYCHARITY$5,000
STEADMAN PHILIPPON RESEARCH INSTITUTE
181 W MEADOW DRIVE STE 1000VAILCO81657NONEPUBLIC CHARITYCHARITY$5,000
VAIL MOUNTAIN SCHOOL
3000 BOOTH FALLS RDVAILCO81657NONEPUBLIC CHARITYCHARITY$79,000
VAIL VALLEY FOUNDATION
PO BOX 309VAILCO81658NONEPUBLIC CHARITYCHARITY$169,850
VAIL VALLEY MEDICAL CENTER FOUNDATION
PO BOX 1529VAILCO81658NONEPUBLIC CHARITYCHARITY$30,000
WALKING MOUNTAINS
318 WALKING MOUNTAINS LANEAVONCO81620NONEPUBLIC CHARITYCHARITY$115,000
YOUTH ON RECORD
757 E 20TH AVE 370 435DENVERCO80205NONEPUBLIC CHARITYCHARITY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$497,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$300,293ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion08ExclusionCd
Exclusion$441,551ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPTP PASSTHRU INCDesc
Business211110BusinessCd
Unrelated Business Taxbl Incm$2,504UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,504UnrelatedBusinessTaxblIncmAmt
Exclusion$741,857ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$744,361TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
BJORN K BORGEN
144 COOK ST 609DENVERCO80206$556,603Yes (X)
BJORN K BORGEN
244 COOK ST 609DENVERCO80206$356,059Yes (X)
BJORN K BORGEN
344 COOK ST 609DENVERCO80206$524,452Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
116,270.00 SHARES XLK$556,6032013-12-19
21,964.95 SHARES SPY$356,0592013-12-19
36,110.00 SHARES PBYI$524,4522013-12-13

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITIES - COLO STATE BANKCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$8,873,302BookValueAmt
EOYFMV$11,709,389EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PTP - PASSTHRU EXPENSES$10,524$0$0$0
PTP - PASSTHRU 1231 LOSSES$76$0$0$0
NON-DEDUCTIBLE % OF CONTRIBUTION$1,150$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPTP PASSTHRU INCDesc
Revenue And Expenses Per Books$2,504RevenueAndExpensesPerBooksAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAN FEESCategoryTxt
Amt$2,729Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,377$0$0$0
EXCISE/INCOME TAXES PAID$5,400$0$0$0

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