THE ORPHIFLAMME FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ORPHIFLAMME FOUNDATION (EIN 30-0117191)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201423189349101987
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T20:26:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202407450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William J Graff CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 Morena Boulevard 112 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300117191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Orphiflamme Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORPH | BusinessNameControlTxt |
| Phone | 8584568500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 Arapahoe Ave No E-4 | AddressLine1 |
| City | Boulder | City |
| State | CO | State |
| ZIP Code | 803026746 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORIAN SCHUTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8584568500 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM J GRAFF CPA | PreparerPersonNm |
| PTIN | P00089199 | PTIN |
| Phone | 8582702300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $3,211,138 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$86 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $542,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $425,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $711,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,007,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,007,966 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $800 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $935,341 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,306,101 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,396,369 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $438,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $592,510 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $214,112 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $214,112 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $201,103 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $278,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,578,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,003,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,211,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,653,049 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,153,049 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$74,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$149,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,578,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,003,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,578,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,003,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,578,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $425,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,003,905 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,003,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FRAC SH GM STOCK AND WARRANTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2005-03-30 | AcquiredDt |
| Sold | 2013-12-23 | SoldDt |
| Gross Sales Price | $56 | GrossSalesPriceAmt |
| Cost Or Other Basis | $142 | CostOrOtherBasisAmt |
| Gain Or Loss | -$86 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$86 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$86 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,151 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,591,797 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,418 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,375,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,224,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046992 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,120,517 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049493 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,137,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056909 | DistributionYr5Rt |
| Total Distribution | 0.251668 | TotalDistributionRt |
| Average Distribution | 0.050334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,988,954 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $150,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $150,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $374 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $374 | TotalPaymentsAndCreditsAmt |
| Tax Due | $85 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE ORPHIFLAMME FOUNDATION | IndividualWithBooksNm |
| Phone | 8584568500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 ARAPAHOE AVE PMB 317 STE E-4 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 803026746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JORIAN SCHUTZ | ||||||||
| 2525 ARAPAHOE AVE PMB 317 STE E-4 | BOULDER | CO | 803026746 | PRESIDENT/SECRETARY/TREAS | 1.00 | $0 | $0 | $0 |
| STEPHEN SCHUTZ | ||||||||
| 2525 ARAPAHOE AVE PMB 317 STE E-4 | BOULDER | CO | 803026746 | ASS'T SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,247,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $787,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,034,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,034,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,988,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $459 | TotalTaxAmt |
| Distributable Before Adj | $148,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $114,278 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $147,267 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORIAN SCHUTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CABINET MAGAZINE | |||||||
| 181 WYCKOFF STREET | BROOKLYN | NY | 11217 | N/A | 501(C)(3) PUBLIC CHA | PRESENT ART AND CULTURE TO DIVERSE AUDIENCES | $30,000 |
| CENTER FOR LAND USE INTERPRETATION | |||||||
| 9331 VENICE BLVD | CULVER CITY | CA | 90232 | N/A | 501(C)(3) PUBLIC CHA | EDUCATE PUBLIC ON LAND USE ISSUES | $8,000 |
| KEHILAT ROMEMU | |||||||
| 308 WEST 92ND ST | NEW YORK | NY | 10025 | N/A | 501(C)(3) PUBLIC CHA | TO INTEGRATE BODY, HEART, MIND AND SPIRIT IN JEWISH | $6,000 |
| LIGHT INDUSTRY | |||||||
| 155 FREEMAN STREET | BROOKLYN | NY | 11222 | N/A | 501(C)(3) PUBLIC CHA | A VENUE FOR FILM AND ELECTRONIC ART IN BROOKLYN, NY | $4,000 |
| MACHINE PROJECT | |||||||
| 1200-D NORTH ALVARADO STREET | LOS ANGELES | CA | 90026 | N/A | 501(C)(3) PUBLIC CHA | PROMOTE INTERACTION BETWEEN ARTISTS, SCIENTISTS, POE | $6,000 |
| MUSEUM OF JURASSIC TECHNOLOGY | |||||||
| 9341 VENICE BLVD | CULVER CITY | CA | 90232 | N/A | 501(C)(3) PUBLIC CHA | ENHANCE UNDERSTANDING OF HUMAN POTENTIAL TO CREATE AND INNOVATE | $10,000 |
| ST THOMAS CHURCH | |||||||
| 1 WEST 53RD ST | NEW YORK | NY | 10019 | N/A | 501(C)(3) PUBLIC CHA | SUPPORT EPISCOPAL PARISH CHURCH | $4,000 |
| THE INSTITUTE FOR FIGURING | |||||||
| PO BOX 50346 | LOS ANGELES | CA | 90050 | N/A | 501(C)(3) PUBLIC CHA | ENCOURAGE POETIC AND AESTHETIC DIMENSIONS OF SCIENCE | $8,000 |
| TRIPLE CANOPY | |||||||
| 657 MANHATTAN AVENUE APT 2R | BROOKLYN | NY | 11222 | N/A | 501(C)(3) PUBLIC CHA | ONLINE MAGAZINE AND PLATFORM FOR EDITORIAL AND CURAT | $25,000 |
| AUTOMATA ARTS | |||||||
| 504 CHUNG KING CT | LOS ANGELES | CA | 90012 | N/A | 501(C)(3) PRIVATE FO | CREATION, INCUBATION AND PRESENTATION OF EXPERIMENTAL PUPPET THEATRE, EXPERIMENTAL FILM AND OTHER CONTEMPORARY ARTS | $8,000 |
| IYYUN CENTER FOR JEWISH SPIRITUALITY | |||||||
| 232 BERGEN ST | BROOKLYN | NY | 11217 | N/A | 501(C)(3) PRIVATE FO | STUDY AND EXPERIENCE OF JEWISH SPIRITUALITY | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$86 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,069 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JORIAN SCHUTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 ARAPAHOE AVE PMB 317 STE E-4 | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80302 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM J GRAFF, CPA | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OPPENHEIMER INTL BOND FD CL | BondNm |
| EOY Book Value | $214,112 | EOYBookValueAmt |
| EOYFMV | $201,103 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NYES LEDGE CAPITAL FUND | $407,159 | $580,894 |
| GENERAL MOTORS - 304 SH | $31,087 | $11,616 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $210,885 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $238,103 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,095,216 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,158,266 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FLAGSTAR BANK CD | AT COST | $0 | $0 |
| GENERAL MOTORS - WARRANTS AND LIQ TR | AT COST | $36,680 | $13,190 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $636 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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