COUTTS & CLARK WESTERN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COUTTS & CLARK WESTERN FOUNDATION INC (EIN 22-3772219)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-13
- IRS object ID
- 201311649349100001
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-13T07:29:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232174309 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M GILL & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223772219 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUTTS & CLARK WESTERN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COUT | NameControl |
| Phone | 2844418507 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CANDICE CARSON | Name |
| Title | PRESIDENT | Title |
| Phone | 2844418507 | Phone |
| Date Signed | 2013-05-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS GILL | Name |
| PTIN | P00682508 | PTIN |
| Phone | 5706932460 | Phone |
| Date Prepared | 2013-05-20 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 1378806 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6162 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 46020 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46020 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1993 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 54740 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1993 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 54175 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48013 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 864 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 864 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5914 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5914 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6778 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6778 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96778 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6778 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -42603 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41235 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 51048 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11466 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11466 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1047687 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1044666 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1367340 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1098735 | TotalAssetsBOY |
| Total Assets EOY | 1056132 | TotalAssetsEOY |
| Total Assets EOYFMV | 1378806 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1098735 | UnrestrictedBOY |
| Unrestricted EOY | 1056132 | UnrestrictedEOY |
| Total Net Assets BOY | 1098735 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1056132 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1098735 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1056132 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1098735 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -42603 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1056132 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1056132 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| AON PLC | 2001-04-02 | 2012-04-02 | 49080 | 31055 | 18025 | 18025 |
| BANK OF AMERICA | 2005-05-31 | 2012-12-24 | 5608 | 21611 | -16003 | -16003 |
| KRAFT | 2001-04-02 | 2012-10-02 | 31 | 12 | 19 | 19 |
| NRG ENERGY | 2001-04-02 | 2012-12-18 | 21 | 69 | -48 | -48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1993 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90202 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1260869 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.071540 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44040 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1048902 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041987 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 84500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 884075 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095580 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 120341 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1187010 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.101382 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 130643 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1319457 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.099013 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.409502 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081900 | AverageDistributionRatio |
| Net Noncharitable Assets | 1335667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 109391 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 412 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 109803 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 825 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 825 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 825 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 680 | TotalCreditsAndPayments |
| Tax Due | 145 | 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 | 0 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | CANDICE CARSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5057444420 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 1324750 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31257 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1356007 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1356007 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20340 | CashDeemedCharitable |
| Net Noncharitable Assets | 1335667 | NetNoncharitableAssets |
| Minimum Investment Return | 66783 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 66783 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 825 | TaxBasedOnInvestmentIncome |
| Total Tax | 825 | TotalTax |
| Distributable Amount Before Adj | 65958 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 65958 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 65958 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 90000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 90000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 65958 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 65384 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 61708 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 40982 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 27816 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 195890 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 65958 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24042 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 219932 | 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 | 65384 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 154548 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 61708 | ExcessFromYear4 |
| Excess From Year3 | 40982 | ExcessFromYear3 |
| Excess From Year1 | 27816 | ExcessFromYear1 |
| Excess From Current Year | 24042 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CANDICE CARSON CO COUTTS CLARK WEST | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3016 | AddressLine1 |
| City | DURANDO | City |
| State | CO | State |
| ZIP Code | 81303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9702596169 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIED FORM - HOWEVER AN APPLICATION FORM MAY BE REQUESTED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DOGSTERS | |||||||
| 10 TOWN PLAZA | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | MOBILE SPRAY & NEUTER CLINIC | $5,000 |
| PURKAL YOUTH DEVELOPMENT | |||||||
| 69 RED COAT ROAD | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | INDIAN GIRLS EDUCATION | $2,000 |
| ENGINEERS WITHOUT BORDERS | |||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | COMMUNITY PARTNER FUND | $6,500 |
| FLC EWB WILLIAM CARSON | |||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIPS | $2,000 |
| FLC PEACE & COMMON READING | |||||||
| 1000 RIM DRIVE | DURANGO | CO | 81301 | NONE | PUBLIC CHARITY | SPEAKERS | $5,000 |
| 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 | $45,000 |
| 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 | EDUCATION | $7,000 |
| ST MARGARETS EPISCOPAL SCHOOL | |||||||
| 31641 LA NOVIA | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PUBLIC CHARITY | BUILDING CAMPAIGN | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,020 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1993 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,020 | ExclusionAmount |
| Related Or Exempt Function Income | 1993 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48013 | 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 | 101 | LineNumber |
| Relationship Statement | INVESTMENT INCOME FROM ROUTINE AND ORDINARY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PENNY O'KEEFE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1041 COUNTRY RD 307 | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6162 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB INVESTMENTS | NameOfStock |
| EOY Book Value | 1044666 | EOYBookValue |
| EOYFMV | 1367340 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE | 16 | 16 | 0 |
| INVESTMENT FEES - SCHWAB | 5898 | 5898 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $864 | Amount |
| Net Investment Income | 864 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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