FOUNDATION FOR EDUCATIONAL EXCELLENCE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 84-1396597)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349100135
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T09:28:17-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 E CRESCENT PARKWAY SUITE 600 | AddressLine1 |
| City | GREENWOOD VILLAGE | City |
| State | CO | State |
| ZIP Code | 80221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841396597 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EDUCATIONAL EXCELLENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 3034868965 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD NO 108 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80249 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC MONTOYA | Name |
| Title | TREASURER | Title |
| Phone | 3034868965 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | V E SHOUP CPA | Name |
| PTIN | P00220967 | PTIN |
| Phone | 3037795710 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 533656 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5141987 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4230 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4230 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 682 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 682 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2140 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2140 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2140 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 36586 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 5185625 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7052 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 85000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 15000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 927 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 775 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7526 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 226 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 123 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44450 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 938 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 168177 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 938 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4780512 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4780512 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4948689 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 938 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4780512 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 236936 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6114 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 80392 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 382634 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 382634 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 23092 | AccountsReceivable |
| Accounts Receivable BOY | 11522 | AccountsReceivableBOY |
| Accounts Receivable EOY | 23092 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 23092 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 52214 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 23963 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 23963 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 113111 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 9144 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 103967 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 103967 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 144128 | TotalAssetsBOY |
| Total Assets EOY | 533656 | TotalAssetsEOY |
| Total Assets EOYFMV | 533656 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2510 | AccountsPayableBOY |
| Accounts Payable EOY | 52630 | AccountsPayableEOY |
| Mortgages And Notes Payable EOY | 100870 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 2510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 153500 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 95643 | UnrestrictedBOY |
| Unrestricted EOY | 323465 | UnrestrictedEOY |
| Temporarily Restricted BOY | 45975 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 56691 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 141618 | TotalNetAssetsBOY |
| Total Net Assets EOY | 380156 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 144128 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 533656 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 141618 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 236936 | ExcessOfRevenueOverExpenses |
| Other Increases | 1602 | OtherIncreases |
| Subtotal | 380156 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 380156 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | VARIOUS STOCK SALES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-01-01 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 2140 | GrossSalesPrice |
| Gain Or Loss | 2140 | GainOrLoss |
| Gains Minus Excess Or Losses | 2140 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2140 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 517688 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 324184 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.596896 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 258501 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 582318 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.443917 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 89286 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 605781 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.147390 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 480790 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 790426 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.608267 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 138003 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 871065 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.158430 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.954900 | TotalDistributionRatio |
| Average Distribution Ratio | 0.590980 | AverageDistributionRatio |
| Net Noncharitable Assets | 265558 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 156939 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 61 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 157000 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4780512 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 61 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 61 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 61 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 61 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BUILDINGGREATCOMMUNITIES.COM | WebsiteAddress |
| Books In Care Of Person Name | ERIC MONTOYA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3034868965 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PATRICK HAMILL | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HAP LEGG | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | BOARD CHAIRMAN | 1.00 | 0 | 0 | 0 |
| AMY SCHWARTZ | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | EXECUTIVE DIRECTOR | 40.00 | 85000 | 627 | 0 |
| KELLY LEID | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | BOARD VICE CHAIR | 1.00 | 0 | 0 | 0 |
| JEFF CARLSON | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ERIC MONTOYA | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| GAIL BUSBY | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SCOTT GILMORE | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| STACIE GILMORE | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| TIM SHEAHAN | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| WILLIAM T GOLSON | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 38089 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 231513 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 269602 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 269602 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4044 | CashDeemedCharitable |
| Net Noncharitable Assets | 265558 | NetNoncharitableAssets |
| Minimum Investment Return | 13278 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13278 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 61 | TaxBasedOnInvestmentIncome |
| Total Tax | 61 | TotalTax |
| Distributable Amount Before Adj | 13217 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13217 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13217 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4780512 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4780512 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 61 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4780451 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13217 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 95292 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 441437 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 59031 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 229453 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 502283 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1327496 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4780512 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13217 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4767295 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6094791 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 95292 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5999499 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 441437 | ExcessFromYear4 |
| Excess From Year3 | 59031 | ExcessFromYear3 |
| Excess From Year2 | 229453 | ExcessFromYear2 |
| Excess From Year1 | 502283 | ExcessFromYear1 |
| Excess From Current Year | 4767295 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ERIC MONTOYA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80249 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3034868500 | RecipientPhoneNumber |
| Form And Info And Materials | NO REQUIRED FORMAT, FOUNDATION PROVIDES GENERAL GUIDELINES | FormAndInfoAndMaterials |
| Submission Deadlines | QUARTERLY | SubmissionDeadlines |
| Restrictions On Awards | GREATER DENVER METROPOLITAN AREA COMMUNITIES RELATING TO EDUCATIONAL NEEDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| COLORADO CHILDREN'S CAMPAIGN (ECE SUPPORT) | |||||
| 1120 LINCOLN STREET | DENVER | CO | 80202 | EDUCATIONAL PURPOSES | $35,386 |
| COLORADO CHILDREN'S CAMPAIGN | |||||
| 1120 LINCOLN STREET | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $5,000 |
| COLORADO OPEN GOLF FOUNDATIONFIRST TEE | |||||
| 20309 E 48TH AVENUE | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $4,000 |
| DENVER PUBLIC SCHOOLS - FAR NE TURNAROUND (MONTBELLO) | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $109,834 |
| DENVER PUBLIC SCHOOLS | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $193,308 |
| EVIE DENNIS CAMPUS - DENVER HEALTH CLINIC REMODEL | |||||
| 4800 TELLURIDE STREET | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $233,792 |
| GREEN VALLEY RANCH FOUNDATION | |||||
| 4908 TOWER ROAD UNIT 1400 | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $48,000 |
| PRINCIPAL LEADERSHIP COUNCIL - DPS | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $636 |
| PROMISE CENTERZ PLACE | |||||
| 4908 TOWER ROAD UNIT 1400 | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $620,399 |
| TOWN CENTER METRO DISTRICT | |||||
| 4908 TOWER ROAD UNIT 1400 | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $3,530,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4780512 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,230 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $682 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2140 | RelatedOrExemptFunctionIncome |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21114 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,912 | ExclusionAmount |
| Related Or Exempt Function Income | 23254 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28166 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | GAIN ON THE SALE OF CAPITAL INVESTMENTS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DANIELS FUND | 101 MONROE STREET | DENVER | CO | 80206 | 200000 | X |
| 2 | DENVER FOUNDATION | 55 MADISON ST | DENVER | CO | 80206 | 1348997 | X |
| 3 | PITON FOUNDATION | 370 17TH ST STE 5300 | DENVER | CO | 80202 | 1728491 | X |
| 4 | ANSCHUTZ FAMILY FOUNDATION | 555 17TH ST STE 2400 | DENVER | CO | 80202 | 500000 | X |
| 5 | YOUNG AMERICANS BANK | 3550 E FIRST AVE | DENVER | CO | 80206 | 150000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $6,150 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| FURNITURE,FIXTURES & EQUIPMENT | 2006-06-01 | 8918 | 8918 | SL | 5.000000000000 | 0 | 0 |
| FURNITURE,FIXTURES & EQUIPMENT | 2012-12-27 | 104193 | SL | 5.000000000000 | 226 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITY INVESTMENTS | NameOfStock |
| EOY Book Value | 23963 | EOYBookValue |
| EOYFMV | 23963 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| FURNITURE,FIXTURES & EQUIPMENT | 8918 | 8918 | 0 |
| FURNITURE,FIXTURES & EQUIPMENT | 104193 | 226 | 103967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE - GENERAL | 2208 | 0 | 0 |
| OFFICE EXPENSES | 2234 | 0 | 0 |
| ASSET MANAGEMENT FEES | 938 | 938 | 0 |
| SPECIAL EVENTS | 15472 | 0 | 0 |
| RESEARCH | 203 | 0 | 0 |
| CONTRIBUTED SALARIES | 12800 | 0 | 0 |
| CONTRIBUTED RENT | 4820 | 0 | 0 |
| LEGAL | 5775 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Description |
| Revenue And Expenses Per Books | 36586 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 36586 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $1,602 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | Category |
| Amount | $8,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX | $402 | 0 | 0 |
| PAYROLL TAXES | $7,124 | 0 | 0 |
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