THE PETERNELL FAMILY FOUDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE PETERNELL FAMILY FOUDATION (EIN 20-3864384)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201431189349100123
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 203864384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Peternell Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ben C Peternell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $2,995,332 | 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 | $999,951 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $51,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,037,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,162,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,069 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,559 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,836 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,061,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $471,273 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,132,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,418,543 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,703,852 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,648,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,710,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,995,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,648,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,710,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,648,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,710,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,648,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,710,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,648,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,061,533 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,710,023 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,710,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,037,761 | GrossSalesPriceAmt |
| Cost Or Other Basis | $927,170 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,591 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,591 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,836,014 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,436 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,861,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,386 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,813,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,662,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,966 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,928,677 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054424 | DistributionYr5Rt |
| Total Distribution | 0.256541 | TotalDistributionRt |
| Average Distribution | 0.051308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,989,046 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,535 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,589 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,092 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,070 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,070 | SubtotalAmt |
| Tax Based On Investment Income | $3,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,870 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Andrew Peternell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Ben C Peternell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Mark A Peternell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Pamela Peternell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Sara Lynn Peternell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,906,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,019,336 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,019,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,989,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,070 | TotalTaxAmt |
| Distributable Before Adj | $96,382 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,382 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,382 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $90,092 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $90,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,238 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $90,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,238 | AppliedToYear1Amt |
| Applied To Current Year | $1,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $94,528 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEN C PETERNELL | ContributingManagerNm |
| Contributing Manager | PAMELA PETERNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EAGLE VALLEY LAND TRUST | |||||||
| PO BOX 3016 | EDWARDS | CO | 81632 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY OF METRO DENVER INC | |||||||
| 3245 ELIOT ST | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $20,000 |
| LEGAL AID FOUNDATION OF COLORADO | |||||||
| 1900 GRANT ST STE 1112 | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $5,000 |
| PTA COLORADO CONGRESS | |||||||
| 3350 QUITMAN ST | DENVER | CO | 80203 | N/A | PC | Edison Elementary PTA | $10,000 |
| ROUNDUP RIVER RANCH | |||||||
| PO BOX 8589 | AVON | CO | 80212 | N/A | PC | General & Unrestricted | $5,000 |
| SALVATION ARMY - INTERMOUNTAIN DIVISIONAL HQ | |||||||
| 1370 PENNSYLVANIA ST | DENVER | CO | 81620 | N/A | PC | Colorado Flood Relief | $5,000 |
| TROUT UNLIMITED INC | |||||||
| 1300 N 17TH ST | ARLINGTON | CO | 80203 | N/A | PC | Cold Water Fund | $10,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 4740 WALNUT ST | BOULDER | VA | 22209 | N/A | Buff Club and athletic scholarship program | $12,500 | |
| WALKING MOUNTAINS | |||||||
| PO BOX 9469 | AVON | CO | 80301 | N/A | General & Unrestricted | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,591 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,069 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Peternell Ben C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1644 Little Raven Street | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $999,951 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES RUSSELL 1000 INDEX FD IWB, 1391 sh. | $141,799 | 2013-12-23 |
| 1 | ISHARES RUSSELL 1000 INDEX FD IWB, 3000 sh. | $305,820 | 2013-12-23 |
| 1 | iSHARES RUSSELL 2000 IWM, 523 sh. | $59,823 | 2013-12-23 |
| 1 | VANGUARD MSCI EMERGING MARKETS ETF VWO, 7261 sh. | $292,509 | 2013-12-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGIANT MID CAP VALUE CL I | $104,725 | $102,511 |
| ARTISAN MID CAP FUND-INSTL | $49,720 | $60,345 |
| FIRST EAGLE FDS INCHIGH YIELD | $47,920 | $49,767 |
| HENDERSON EUROPEAN FOCUS FUND | $149,243 | $190,406 |
| ISHARES CORE MSCI TOTAL INTERN | $108,939 | $113,686 |
| ISHARES HIGH DIVIDEND EQUITY | $67,315 | $84,792 |
| ISHARES RUSSELL 1000 INDEX FD | $642,226 | $759,433 |
| ISHARES RUSSELL 2000 | $82,825 | $121,820 |
| MATTHEWS ASIA SMALL COMPANIES | $102,419 | $111,743 |
| MATTHEWS ASIAN GROWTH & INC FD | $133,609 | $160,547 |
| PAYDEN EMERGING MARKETS BOND | $93,644 | $93,012 |
| PIMCO ALL ASSET ALL AUTHORITY | $46,688 | $41,859 |
| PIMCO FUNDS FOREIGN BOND FUND | $157,825 | $153,001 |
| PIMCO LOW DURATION INSTL | $120,025 | $119,768 |
| PIMCO TOTAL RETURN FUND | $119,977 | $114,197 |
| VANGUARD MSCI EMERGING MARKETS | $292,509 | $298,718 |
| VULCAN VALUE PARTNERS SMALL | $98,934 | $128,247 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,567 | $12,567 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,559 | Amt |
| Net Investment Income | $8,559 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $1,200 |
| 990-PF Excise Tax for 2012 | $636 |
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