COUTTS & CLARK WESTERN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COUTTS & CLARK WESTERN FOUNDATION INC (EIN 22-3772219)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-29
- IRS object ID
- 201432109349100103
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-29T09:08:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232174309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M GILL & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 838 SHOEMAKER AVENUE | AddressLine1 |
| City | W WYOMING | City |
| State | PA | State |
| ZIP Code | 18644 | 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 | 223772219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUTTS & CLARK WESTERN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUT | BusinessNameControlTxt |
| Phone | 2844418507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 476 | AddressLine1 |
| City | EAST STROUDSBURG | City |
| State | PA | State |
| ZIP Code | 183010476 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANDICE CARSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2844418507 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS GILL | PreparerPersonNm |
| PTIN | P00682508 | PTIN |
| Phone | 5706932460 | PhoneNum |
| Preparation | 2014-07-21 | PreparationDt |
| 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 | $1,755,012 | 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 | $11,440 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,529 | 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 |
| Taxes Rev And Expnss | $1,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,044,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,039,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,745,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,056,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,048,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,755,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,056,132 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,048,597 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,056,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,056,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,048,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,056,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,048,597 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,048,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERIPRISE | P | 2003-04-01 | 2013-10-11 | $9,375 | $2,438 | $6,937 | $6,937 |
| GREAT PLAINS | P | 2006-07-31 | 2013-11-11 | $11,321 | $14,710 | -$3,389 | -$3,389 |
| LINCOLN NATIONAL | P | 2008-08-12 | 2013-10-11 | $43,602 | $49,806 | -$6,204 | -$6,204 |
| NISOURCE | P | 2001-10-05 | 2013-10-11 | $46,022 | $36,220 | $9,802 | $9,802 |
| NRG ENERGY | P | 2001-04-02 | 2013-10-11 | $1,298 | $3,555 | -$2,257 | -$2,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,889 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,335,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,202 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,260,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071540 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,040 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,048,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041987 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $884,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095580 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,341 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,187,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101382 | DistributionYr5Rt |
| Total Distribution | 0.377871 | TotalDistributionRt |
| Average Distribution | 0.075574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,557,116 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,677 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $437 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,670 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $125 | OverpaymentAmt |
| Applied To ES Tax | $125 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | CANDICE CARSON | IndividualWithBooksNm |
| Phone | 5057444420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 793 RIDGE ROAD | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81303 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CANDICE CARSON | ||||||||
| 793 RIDGE ROAD | DURANGO | CO | 81303 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE BANKER | ||||||||
| 793 RIDGE ROAD | DURANGO | CO | 81303 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PENNY O'KEEFE | ||||||||
| 1041 COUNTY ROAD 307 | DURANGO | CO | 81301 | DIRECTOR | 0.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,540,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,580,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,580,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,557,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $874 | TotalTaxAmt |
| Distributable Before Adj | $76,982 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,982 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $27,816 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,042 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,312 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,312 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $140,236 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,982 | ExcessFromYear4Amt |
| Excess From Year2 | $27,816 | ExcessFromYear2Amt |
| Excess From Year1 | $24,042 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CANDICE CARSON CO COUTTS CLARK WEST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 793 RIDGE ROAD | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9702596169 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORM - HOWEVER AN APPLICATION FORM MAY BE REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FORT LEWIS COLLEGE EWB WILLIAM CARSON | |||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $2,000 |
| FRONTIERS OF SCIENCE | |||||||
| 501 20TH ST BOX 123 | GREELEY | CO | 80639 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $3,000 |
| LIBERTY SCHOOL | |||||||
| 215 EAST 12TH STREET | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | OPERATING FUND | $2,000 |
| LYNN & GENE GRABENER SCHOLARSHIP | |||||||
| 315 HIGH SCHOOL ROAD | JOHSONBURG | PA | 15845 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $2,000 |
| PLANNED PARENTHOOD | |||||||
| 46 SUTTLE STREET | DURANGO | CO | 81303 | NONE | PUBLIC CHARITY | TEEN CLINIC | $10,000 |
| SHANTA FOUNDATION | |||||||
| BOX 163 | DURANGO | CO | 81302 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $12,870 |
| ST MARGARETS EPISCOPAL SCHOOL | |||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PUBLIC CHARITY | BUILDING CAMPAIGN | $2,500 |
| BEAR SMART | |||||||
| PO BOX 2291 | DURANGO | CO | 81328 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| DEER HILL FOUNDATION | |||||||
| PO BOX 180 | MANCOS | CO | 81301 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| DURANGO DISCOVERY MUSEUM | |||||||
| 1333 CAMINO DEL RIO | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | FIRST LEGO LEAGUE | $2,800 |
| FOUR CORNERS SCHOOL | |||||||
| PO BOX 1029 | MONTICELLO | UT | 84535 | NONE | PUBLIC CHARITY | IGNACIO SCHOOLS PARTICIPATION | $10,000 |
| HUMANE SOCIETY OF LA PLATA COUNTY | |||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| RSAAP | |||||||
| PO BOX 4378 | DURANGO | CO | 81303 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| SAVE THE MANATEE CLUB | |||||||
| 500 N MAITLAND AVE | MAITLAND | FL | 32751 | NONE | PUBLIC CHARITY | WILDLIFE PROTECTION | $500 |
| THE BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 81302 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| WILDLIFE SANCTUARY | |||||||
| PO BOX 2291 | DURANGO | CO | 81328 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,670 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,889 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,529 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 101 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTS | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PENNY O'KEEFE | ||||||
| 1 | 1041 COUNTRY RD 307 | DURANGO | CO | 81303 | $7,440 | Yes (X) |
| CANDICE CARSON | ||||||
| 2 | 793 RIDGE ROAD | DURANGO | CO | 81303 | $4,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $1,039,538 | EOYBookValueAmt |
| EOYFMV | $1,745,953 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $31 | $31 | $0 |
| INVESTMENT FEES - SCHWAB | $6,658 | $6,658 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,145 | Amt |
| Net Investment Income | $1,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments