CALM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALM FOUNDATION (EIN 45-3337097)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100048
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T08:58:44-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISH & DAVIS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST CAMPBELL ROAD SUITE 410 | AddressLine1 |
| City | RICHARDSON | City |
| State | TX | State |
| ZIP Code | 75080 | 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 | 453337097 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALM | BusinessNameControlTxt |
| Phone | 7196417777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2207 ST VINCENT COURT | AddressLine1 |
| City | ARLINGTON | City |
| State | TX | State |
| ZIP Code | 76013 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA TESSAROWICZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7196417777 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN DAVIS CPA | PreparerPersonNm |
| PTIN | P00171069 | PTIN |
| Phone | 9722319060 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| 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 | $909,275 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $462,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $522 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $302,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,468 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,298 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $549 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $249,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $147,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,770 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $494,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $747,505 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,183 | OtherAssetsEOYAmt |
| Total Assets BOY | $645,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,275 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $54 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $54 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $645,085 | UnrestrictedBOYAmt |
| Unrestricted EOY | $895,285 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $645,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $895,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $645,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $895,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $645,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $249,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $896 | OtherIncreasesAmt |
| Subtotal | $895,285 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $895,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $522 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $505,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.326701 | DistributionYr2Rt |
| Total Distribution | 0.394995 | TotalDistributionRt |
| Average Distribution | 0.197498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $758,661 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $149,834 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $405 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $150,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $809 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $809 | SubtotalAmt |
| Tax Based On Investment Income | $809 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $823 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LISA TESSAROWICZ | IndividualWithBooksNm |
| Phone | 7196417777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 WOOD AVE | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80907 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL TESSAROWICZ | ||||||||
| 4070 SLEEPING INDIAN LN | COLORADO SPRINGS | CO | 80907 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| CHRISTINE TESSAROWICZ | ||||||||
| 4070 SLEEPING INDIAN LN | COLORADO SPRINGS | CO | 80907 | SECRETARY | 0.46 | $0 | $0 | $0 |
| ALEC TESSAROWICZ | ||||||||
| 4070 SLEEPING INDIAN LN | COLORADO SPRINGS | CO | 80907 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| LISA TESSAROWICZ | ||||||||
| 2031 WOOD AVENUE | COLORADO SPRINGS | CO | 80907 | PRESIDENT/TR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $639,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $52,757 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $770,214 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $770,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $758,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $809 | TotalTaxAmt |
| Distributable Before Adj | $37,124 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,124 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,124 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,124 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,868 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,876 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,216 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,472 | ExcessFromYear2Amt |
| Excess From Year1 | $9,868 | ExcessFromYear1Amt |
| Excess From Current Year | $10,876 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA TESSAROWICZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2031 WOOD AVENE | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7196417777 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| KRCC-FM | ||||||
| 912 NORTH WEBER ST | COLORADO SPRINGS | CO | 80903 | RADIO STATION-LOCAL NEWS & PROGRAMS | $4,000 | |
| CONCRETE COUCH | ||||||
| 211 ILLINOIS AVE | MANITOU SPRINGS | CO | 80829 | PUBLIC ART PROJECTS & PROGRAMS | $1,000 | |
| ROCKY MTN WOMEN'S FILM FESTIVAL | ||||||
| 421 S TEJON ST SUITE 333 | COLORADO SPRINGS | CO | 80903 | 3-DAY CELEBRATION OF WOMEN & FILM | $5,000 | |
| CO SPRINGS PIONEERS MUSEUM | ||||||
| 215 S TEJON ST | COLORADO SPRINGS | CO | 80903 | REGIONAL HISTORY MUSEUM | $2,500 | |
| EARLY CONNECTIONS | ||||||
| 104 E RIO GRANDE ST | COLORADO SPRINGS | CO | 80903 | EARLY CARE & EDUCATION FOR CHILDREN | $2,000 | |
| CHEYENNE MOUNTAIN ZOO | ||||||
| 4250 CHEYENNE MTN ZOO RD | COLORADO SPRINGS | CO | 80906 | ZOOLOGICAL PARK | $5,000 | |
| TAIKO SOCIETY | ||||||
| PO BOX 2023 | MONUMENT | CO | 80132 | PERFORMING ARTS | $2,000 | |
| COPPER | ||||||
| 121 S TEJON ST | COLORADO SPRINGS | CO | 80903 | CULTURAL ARTS PROGRAMS | $1,500 | |
| MILLIBO ART THEATRE | ||||||
| 1367 PECAN ST | COLORADO SPRINGS | CO | 80904 | NEW PERFORMANCE ART PRESENTATIONS | $10,000 | |
| ROCKY MOUNTAIN PBS | ||||||
| 315 E COSTILLA ST | COLORADO SPRINGS | CO | 80903 | PUBLIC BROADCASTING MEMBER NETWORK | $2,500 | |
| PALMER LAND TRUST | ||||||
| PO BOX 1281 | COLORADO SPRINGS | CO | 80901 | PRESERVATION OF OPEN LAND | $1,500 | |
| CITIZEN'S PROJECT | ||||||
| PO BOX 2085 | COLORODO SPRINGS | CO | 80901 | DIVERSITY, EQUALITY,RELIGIOUS FRDM | $1,000 | |
| THE PHILANTHROPY WORKSHOP WEST | ||||||
| ONE LETTERMAN DRIVE | SAN FRANCISOCO | CA | 941291492 | PHILANTHROPIC PEER NETWORK | $5,000 | BUILDING D SUITE D3100 |
| THEATREWORKS | ||||||
| USSC | COLORADO SPRINGS | CO | 80918 | PERFORMANCE ART PRESENTATIONS | $2,500 | 1420 AUSTIN BLUFFS PKWY |
| KCME | ||||||
| 1921 NORTH WEBER STREET | COLORADO SPRINGS | CO | 80907 | IND PUBLIC RADIO STATION | $1,000 | |
| GALLERIES OF CONTEMPORARY ART | ||||||
| UNIVERSITY OF COLORADO CS | COLORADO SPRINGS | CO | 80918 | ART MUSEUM | $1,500 | 1420 AUSTIN BLUFFS PKWY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,188 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,750 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,055 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,001 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,001 | 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 | MICHAEL TESSAROWICZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4070 SLEEPING INDIAN LANE | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3700 SHS SOUTHERN COPPER STOCK | NoncashPropertyDesc |
| Fair Market Value | $140,230 | FairMarketValueAmt |
| Received | 2013-03-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| MICHAEL TESSAROWICZ |
| CHRISTINE TESSAROWICZ |
| ALEC TESSAROWICZ |
| LISA TESSAROWICZ |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (23 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ANNALY CAPITAL MANAGEMENT INC. | 2012-09 | PURCHASE | 2013-07 | $8,400 | $12,312 | -$3,912 |
| ANNALY CAPITAL MANAGEMENT INC. | 2012-09 | PURCHASE | 2013-07 | $1,200 | $1,759 | -$559 |
| ANNALY CAPITAL MANAGEMENT INC. | 2012-09 | PURCHASE | 2013-07 | $26,422 | $38,701 | -$12,279 |
| BANCO SANTANDER SA ADR | 2012-11 | PURCHASE | 2013-07 | $360 | $406 | -$46 |
| BANCO SANTANDER SA ADR | 2012-11 | PURCHASE | 2013-07 | $1,074 | $1,211 | -$137 |
| BANCO SANTANDER SA ADR | 2013-05 | PURCHASE | 2013-07 | $1,646 | $1,751 | -$105 |
| BANCO SANTANDER SA ADR | 2013-08 | PURCHASE | 2013-12 | $2,354 | $1,866 | $488 |
| BANCO SANTANDER SA ADR | 2013-11 | PURCHASE | 2013-12 | $52 | $53 | -$1 |
| SPDR INDEX SHS FDS DJ WILSHIRE INTL | 2012-12 | PURCHASE | 2013-07 | $13,159 | $13,694 | -$535 |
| SPDR INDEX SHS FDS DJ WILSHIRE INTL | 2012-12 | PURCHASE | 2013-07 | $4,117 | $4,293 | -$176 |
| SPDR INDEX SHS FDS DJ WILSHIRE INTL | 2012-12 | PURCHASE | 2013-07 | $23,966 | $24,941 | -$975 |
| SPDR INDEX SHS FDS DJ WILSHIRE INTL | 2013-03 | PURCHASE | 2013-07 | $41,249 | $42,768 | -$1,519 |
| BANCO SANTANDER SA ADR | 2012-06 | PURCHASE | 2013-07 | $3,859 | $3,385 | $474 |
| BANCO SANTANDER SA ADR | 2012-06 | PURCHASE | 2013-07 | $7,718 | $6,769 | $949 |
| BANCO SANTANDER SA ADR | 2012-06 | PURCHASE | 2013-07 | $42,443 | $37,230 | $5,213 |
| BANCO SANTANDER SA ADR | 2012-06 | PURCHASE | 2013-07 | $643 | $564 | $79 |
| SOUTHERN COPPER CORP | 2006-06 | PURCHASE | 2013-03 | $136,319 | $140,230 | -$3,911 |
| SOUTHERN COPPER CORP | 2011-12 | PURCHASE | 2013-03 | $73,643 | $59,080 | $14,563 |
| TRANSOCEAN LIMITED COM | 2011-12 | PURCHASE | 2013-07 | $7,866 | $6,385 | $1,481 |
| TRANSOCEAN LIMITED COM | 2011-12 | PURCHASE | 2013-07 | $1,967 | $1,596 | $371 |
| TRANSOCEAN LIMITED COM | 2011-12 | PURCHASE | 2013-07 | $7,872 | $6,386 | $1,486 |
| TRANSOCEAN LIMITED COM | 2011-12 | PURCHASE | 2013-07 | $14,760 | $11,981 | $2,779 |
| TRANSOCEAN LIMITED COM | 2011-12 | PURCHASE | 2013-07 | $41,327 | $33,522 | $7,805 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 SH TRANSOCEAN | ||
| 8723 BANCO SANTANDER SA ADR | ||
| 3500 SH FRANCE TELECOM | ||
| 400 SH ISHARES JPMORGAN EMRG MKTS | ||
| 2000 MARKET VESTORS ETF TR EMERG MKT | ||
| 3500 SH MOBILE TELESYSTEMS | $51,414 | $75,705 |
| 1000 SH DJ WILSHIRE INTL REAL ESTATE | ||
| 2000 SH SOUTHERN COPPER | ||
| 1470 WISDOMTREE EMERG MKTS EQUITY IN | $75,522 | $75,014 |
| 7000 BLACKROCK KELSO CAP CORP | $73,578 | $65,310 |
| 135 ISHARES NASDAQ BIOTECH | $29,491 | $30,653 |
| 400 ISHARES JP MORGAN EMERGING MKTS | $48,228 | $43,264 |
| 2000 MARKET VECTORS ETF | $53,380 | $47,100 |
| 7000 ORANGE ADR EACH REPR | $92,449 | $86,450 |
| 365 POWERSHARES QQQ TR | $31,367 | $32,105 |
| 1400 VANGUARD INT'L EQUITY GLOBAL | $77,079 | $76,272 |
| 2600 VANGUARD INTL EQUITY FDS EUROPE | $131,438 | $152,880 |
| 650 WISDOMTREE EMERG MKT SMALL CAP | $29,557 | $29,959 |
| 1700 AMERICAN CAP AGY | $37,833 | $32,793 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3,330 | BOYBookValueAmt |
| EOY Book Value | $2,183 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT TRANSACTION FEES | $549 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-TAXABLE DISTRIBUTIONS | Description |
| Amount | $896 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| LOAN TO JOSEPH COLEMAN |
| $50,000 |
| LOAN TO MILIBO ART THEATRE |
| $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $626 |
| FOREIGN INCOME TAX | $1,672 |