BORGEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BORGEN FAMILY FOUNDATION (EIN 84-1236286)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101749
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T14:22:00-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841425202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALOGH & TJORNEHOJ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 S CHERRY ST 210 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80246 | 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 | 841236286 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORGEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BORG | NameControl |
| Phone | 3033947902 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COOK ST NO 609 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BJORN K BORGEN | Name |
| Title | TRUSTEE | Title |
| Phone | 3033947902 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROB BALOGH CPA | Name |
| PTIN | P00004115 | PTIN |
| Phone | 3033200217 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11345774 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1601262 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 292837 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 292837 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 111442 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1138308 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 111442 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9088 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 2014630 | TotalRevenueAndExpenses |
| Total Net Investment Income | 404280 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2389 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 27832 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20656 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 50877 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 390400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 390400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 441277 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 390400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1573353 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 404280 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 42346 | CashBOY |
| Cash EOY | 52281 | CashEOY |
| Cash EOYFMV | 52281 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1683530 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1602176 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1602176 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 6411234 | InvestmentsOtherBOY |
| Investments Other EOY | 8056006 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9691317 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 8137110 | TotalAssetsBOY |
| Total Assets EOY | 9710463 | TotalAssetsEOY |
| Total Assets EOYFMV | 11345774 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8137110 | RetainedEarningsBOY |
| Retained Earnings EOY | 9710463 | RetainedEarningsEOY |
| Total Net Assets BOY | 8137110 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9710463 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8137110 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9710463 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8137110 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1573353 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9710463 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9710463 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BOKF - STCG | P | 311036 | 307698 | 3338 | 3338 |
| BOKF - LTCG | P | 823796 | 719168 | 104628 | 104628 |
| CAPITAL GAINS DIVIDENDS | P | 3476 | 3476 | 3476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 111442 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 358978 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8111394 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044256 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 320193 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7410776 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043206 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 273500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6533650 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041860 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 279408 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5478854 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050998 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 263000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6022534 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043669 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.223989 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044798 | AverageDistributionRatio |
| Net Noncharitable Assets | 9757022 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 437095 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4043 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 441138 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 390400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8086 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8086 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8086 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13600 | TotalCreditsAndPayments |
| Overpayment | 5514 | Overpayment |
| Amount Credited To Next Year | 5514 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | NA | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BORGEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3033947902 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COOK ST 609 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BJORN K BORGEN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 COOK ST 609 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 9905606 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9905606 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9905606 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 148584 | CashDeemedCharitable |
| Net Noncharitable Assets | 9757022 | NetNoncharitableAssets |
| Minimum Investment Return | 487851 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 487851 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8086 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 2114 | IncomeTaxForThisYear |
| Total Tax | 10200 | TotalTax |
| Distributable Amount Before Adj | 477651 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 477651 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 477651 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 390400 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 390400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 390400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 477651 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 389130 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 390400 | QualifyingDistributions |
| Applied To Year1 | 389130 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1270 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 476381 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BJORN K BORGEN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHILDRENS GARDEN MONTESSORI | |||||||
| 444 DETROIT ST | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| COLORADO CONSERVATION TRUST | |||||||
| 1420 OGDEN ST 104 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| COLORADO SKI & SNOWBOARD MUSEUM | |||||||
| 231 SOUTH FRONTAGE ROAD EAST | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITY | $2,500 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK ST | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| DENVER CHILDREN'S HOME | |||||||
| 1501 ALBION ST | DENVER | CO | 80220 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| DENVER FOUNDATION - EAGLE FUND | |||||||
| 55 MADISON ST 8TH FLOOR | DENVER | CO | 80206 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| DENVER MUSEUM OF NATURE AND SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| DENVER SCHOLARSHIP FOUNDATION | |||||||
| 303 E 17TH ST 200 | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | CHARITY | $1,000 |
| FLOBOTSORG | |||||||
| 2705 LARIMER ST | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| HISTORY COLORADO | |||||||
| 1200 BROADWAY | DENVER | CO | 80203 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| ILIFF SCHOOL OF THEOLOGY | |||||||
| 2201 SOUTH UNIVERSITY BLVD | DENVER | CO | 80210 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| KIPP COLORADO SCHOOLS | |||||||
| 375 SOUTH TEJON STREET | DENVER | CO | 80223 | NONE | PUBLIC CHARITY | CHARITY | $25,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | CHARITY | $20,000 |
| OPEN WORLD LEARNING | |||||||
| 360 ACOMA ST 102 | DENVER | CO | 80223 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| RACHEL'S NETWORK | |||||||
| 1200 18TH ST NW STE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITY | $10,000 |
| SKI & SNOWBOARD CLUB VAIL | |||||||
| 598 VAIL VALLEY DR | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITY | $20,000 |
| SONORAN INSTITUTE | |||||||
| 44 E BROADWAY BLVD SUITE 350 | TUCSON | AZ | 85701 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | |||||||
| 181 W MEADOW DRIVE STE 1000 | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITY | $5,000 |
| SUMMER SCHOLARS | |||||||
| 3401 QUEBEC ST 5010 | DENVER | CO | 80207 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| VAIL MOUNTAIN SCHOOL | |||||||
| 3000 BOOTH FALLS RD | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITY | $86,400 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 309 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITY | $95,000 |
| VAIL VALLEY MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITY | $25,000 |
| WALKING MOUNTAINS | |||||||
| 318 WALKING MOUNTAINS LANE | AVON | CO | 81620 | NONE | PUBLIC CHARITY | CHARITY | $80,000 |
| YOUTHBIZ | |||||||
| 3280 DOWNING ST C | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | CHARITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 390400 | 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 | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $292,837 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $111,442 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PTP PASSTHRU INC | Description |
| Business Code | 211110 | BusinessCode |
| Unrelated Business Income | $9,088 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $9,088 | UnrelatedBusinessIncomeAmount |
| Exclusion | $404,280 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 413368 | TotalPartXVIA |
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 (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 100000 | X | |
| 2 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 200002 | X | |
| 3 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 200205 | X | |
| 4 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 200050 | X | |
| 5 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 250950 | X | |
| 6 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 200020 | X | |
| 7 | BJORN K BORGEN | 44 COOK ST 609 | DENVER | CO | 80206 | 450035 | X |
Noncash Property NoncashProperty (6 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 20,640 SHARES PHIYX | 200002 | 2012-12-13 |
| 3 | 20,346 SHARES TRHYX | 200205 | 2012-12-13 |
| 4 | 2,000 SHARES CP | 200050 | 2012-12-13 |
| 5 | 2,100 SHARES EOG | 250950 | 2012-12-13 |
| 6 | 7,847 SHARES PFE | 200020 | 2012-12-13 |
| 7 | 3,146 SHARES SPY | 450035 | 2012-12-13 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES - COLO STATE BANK | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 8056006 | BookValue |
| EOYFMV | 9691317 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PTP - PASSTHRU EXPENSES | 20625 | 0 | 0 | 0 |
| PTP - PASSTHRU 1231 LOSSES | 31 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PTP PASSTHRU INC | Description |
| Revenue And Expenses Per Books | 9088 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| CUSTODIAN FEES | $2,364 | 0 | 0 | 0 |
| WHFT | $25 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $3,167 | 0 | 0 | 0 |
| EXCISE/INCOME TAXES PAID | $24,665 | 0 | 0 | 0 |
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