JDO FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JDO FOUNDATION (EIN 45-6194676)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-01-25
IRS object ID: 201300259349100100
Schema version: 2011v1.5
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
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-01-25T07:56:03-08:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Firor & Company CPAs PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	274 Union Blvd Suite 333	AddressLine1
City	Lakewood	City
State	CO	State
ZIP Code	80228	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	456194676	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JDO Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JDOF	NameControl
Phone	3039337790	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 270131	AddressLine1
City	Littleton	City
State	CO	State
ZIP Code	80127	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Richard T Throckmorton	Name
Title	Treasurer	Title
Date Signed	2013-01-25	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Karl E Firor CPA	Name
Phone	3034683490	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	X	InitialReturn
Exempt PF	X	ExemptPF
FMV Assets EOY	386836	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	600053	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	12	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	12	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	684	DividendsRevAndExpnss
Dividends Net Invst Incm	684	DividendsNetInvstIncm
Total Revenue And Expenses	600749	TotalRevenueAndExpenses
Total Net Investment Income	696	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	38958	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Adj Net Incm	38958	CompOfcrDirTrstAdjNetIncm
Oth Empl Slrs Wgs Rev And Expnss	58334	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Adj Net Incm	58334	OthEmplSlrsWgsAdjNetIncm
Legal Fees Rev And Expnss	9365	LegalFeesRevAndExpnss
Legal Fees Adj Net Incm	9365	LegalFeesAdjNetIncm
Other Prof Fees Rev And Expnss	832	OtherProfFeesRevAndExpnss
Other Prof Fees Adj Net Incm	832	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	7443	TaxesRevAndExpnss
Taxes Adj Net Incm	7443	TaxesAdjNetIncm
Trav Conf Meeting Rev And Expnss	729	TravConfMeetingRevAndExpnss
Trav Conf Meeting Adj Net Incm	729	TravConfMeetingAdjNetIncm
Other Expenses Rev And Expnss	86559	OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm	86559	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	202220	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	202220	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	10955	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	10955	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	213175	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	202220	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	10955	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	387574	ExcessOfRevenueOverExpenses
Net Investment Income	696	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	15664	CashEOY
Cash EOYFMV	15664	CashEOYFMV
Savings And Temp Cash Invst EOY	151012	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	151012	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig EOY	150507	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	150362	InvestmentsGovtObligEOYFMV
Investments Corp Stock EOY	40041	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	39400	InvestmentsCorpStockEOYFMV
Investments Corp Bonds EOY	28132	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	28180	InvestmentsCorpBondsEOYFMV
Other Assets EOY	2218	OtherAssetsEOY
Other Assets EOYFMV	2218	OtherAssetsEOYFMV
Total Assets EOY	387574	TotalAssetsEOY
Total Assets EOYFMV	386836	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings EOY	387574	RetainedEarningsEOY
Total Net Assets EOY	387574	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	0	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	387574	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Excess Of Revenue Over Expenses	387574	ExcessOfRevenueOverExpenses
Subtotal	387574	Subtotal
Total Net Assets Fund Balances EOY	387574	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	14	InvestmentIncomeExciseTax
Subtotal	14	Subtotal
Tax Based On Investment Income	14	TaxBasedOnInvestmentIncome
Tax Due	14	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CO	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	www.jdofoundation.org	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Richard T Throckmorton	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3039337790	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 270131	AddressLine1
City	Littleton	City
State	CO	State
ZIP Code	80127	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Richard T Throckmorton
26 Golden Eagle Lane	Littleton	CO	80127	CFO	50.00	38958
Judith D Coon
26 Golden Eagle Lane	Littleton	CO	80127	Director	40.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	137884	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	137884	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	137884	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2068	CashDeemedCharitable
Net Noncharitable Assets	135816	NetNoncharitableAssets
Minimum Investment Return	6791	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	6791	MinimumInvestmentReturn
Tax Based On Investment Income	14	TaxBasedOnInvestmentIncome
Total Tax	14	TotalTax
Distributable Amount Before Adj	6777	DistributableAmountBeforeAdj
Distributable Amount Before Ded	6777	DistributableAmountBeforeDed
Distributable Amount As Adjusted	6777	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10955	ExpensesAndContributions
Qualifying Distributions	10955	QualifyingDistributions
Adj Qualifying Distributions	10955	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	6777	DistributableAmountAsAdjusted
Qualifying Distributions	10955	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	6777	AppliedToCurrentYear
Remaining Distri From Corpus	4178	RemainingDistriFromCorpus
Total Corpus	4178	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	4178	ExcessDistriCyovToNextYear
Excess From Current Year	4178	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Judith D Coon	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	St Francis De Sales Primary School	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	235 S Sherman Street	AddressLine1
City	Denver	City
State	CO	State
ZIP Code	80209	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationship
Recipient Foundation Status	Public	RecipientFoundationStatus
Purpose Of Grant Or Contribution	General Purpose	PurposeOfGrantOrContribution
Amount	$10,955	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	10955	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	1	ExclusionCode
Exclusion	$12	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	1	ExclusionCode
Exclusion	$684	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$696	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	696	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
2	Sue O'Connell	768 Crazy Woman Canyon Road	Buffalo	WY	82834	100000	X
1	Judith D Coon	26 Golden Eagle Lane	Littleton	CO	80127	500053	X

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	Legal	Category
Amount	$9,365	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	9365	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	Security Deposits	Description
EOY Book Value	2218	EOYBookValue
EOYFMV	2218	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
Workers Compensation	499	499
Telephone	3708	3708
Supplies	117	117
Rental Expenses	22167	22167
Postage	336	336
Office Expenses	351	351
Insurance	2409	2409
Contract Services	56972	56972

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Payroll Service Fees	Category
Amount	$832	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	832	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode
Sue O'Connell
768 Crazy Woman Canyon Road	Buffalo	WY	82834
Judith D Coon
26 Golden Eagle Lane	Littleton	CO	80127

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Payroll Taxes	Category
Amount	$7,443	Amount
Adjusted Net Income	7443	AdjustedNetIncome

JDO FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments