THE STRAUSS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE STRAUSS FAMILY FOUNDATION (EIN 20-8004558)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349101031
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T10:51:51-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORENSEN & SORENSEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1845 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208004558 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STRAUSS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRA | NameControl |
| Phone | 3037617605 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1 |
| City | GREENWOOD VILLAGE | City |
| State | CO | State |
| ZIP Code | 80121 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFRY B STRAUSS | Name |
| Title | PRESIDENT/SECRETARY | Title |
| Phone | 3037617605 | Phone |
| Date Signed | 2012-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALETHEA D TORBERT | Name |
| Phone | 3077333938 | Phone |
| Date Prepared | 2012-05-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1338140 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 200 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3043 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3043 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6938 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6938 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 287178 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8583907 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 287178 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 24225 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 24225 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 321584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 321384 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 870 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 103 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 583 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1556 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63085 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 63085 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 64641 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 63085 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 256943 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 321384 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 432447 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1105033 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1105033 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 520 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 417 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 417 | PrepaidExpensesEOYFMV |
| Investments Corp Bonds BOY | 99997 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 99997 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 101925 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 546305 | InvestmentsOtherBOY |
| Investments Other EOY | 130765 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 130765 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1079269 | TotalAssetsBOY |
| Total Assets EOY | 1336212 | TotalAssetsEOY |
| Total Assets EOYFMV | 1338140 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1079269 | RetainedEarningsBOY |
| Retained Earnings EOY | 1336212 | RetainedEarningsEOY |
| Total Net Assets BOY | 1079269 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1336212 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1079269 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1336212 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1079269 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 256943 | ExcessOfRevenueOverExpenses |
| Subtotal | 1336212 | Subtotal |
| Total Net Assets Fund Balances EOY | 1336212 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AT&T INC NEW | P | 2011-09-06 | 2011-09-20 | 144738 | 138417 | 6321 | 6321 |
| CONCEPTUS INC | P | 2008-01-30 | 2011-01-19 | 138124 | 135457 | 2667 | 2667 |
| AMERN TOWER CORP CLASS A | P | 2011-05-20 | 2011-05-24 | 541481 | 531745 | 9736 | 9736 |
| MARKET VECTORS ETF TRUST | P | 2009-01-02 | 2011-02-09 | 45601 | 15732 | 29869 | 29869 |
| BAIDU INC ADR | P | 2011-09-29 | 2011-09-30 | 103223 | 111487 | -8264 | -8264 |
| PENN VIRGINIA RES PARTNERS | P | 2008-12-31 | 2011-05-17 | 76430 | 19681 | 56749 | 56749 |
| CENTURYLINK INC | P | 2011-04-04 | 2011-07-18 | 189015 | 201986 | -12971 | -12971 |
| PIONEER SW ENGY PARTNERS | P | 2008-12-31 | 2011-02-01 | 78437 | 22921 | 55516 | 55516 |
| GOLDMAN SACHS GROUP INC | P | 2011-11-02 | 2011-11-09 | 199394 | 213462 | -14068 | -14068 |
| PROSHARES ULTRA S&P 500 | P | 2008-11-13 | 2011-01-20 | 147018 | 70470 | 76548 | 76548 |
| ISHARES MSCI JPN IDX FUND | P | 2011-03-14 | 2011-03-16 | 98189 | 99509 | -1320 | -1320 |
| TIVO INC | P | 2008-09-04 | 2011-02-18 | 254673 | 187218 | 67455 | 67455 |
| LIVE NATION ENTMT INC | P | 2011-04-28 | 2011-05-16 | 103109 | 111417 | -8308 | -8308 |
| UNITED ST NAT GAS FUND | P | 2009-01-02 | 2011-05-05 | 5695 | 23671 | -17976 | -17976 |
| MANITOWOC COMPANY INC | P | 2011-08-23 | 2011-09-20 | 85496 | 93409 | -7913 | -7913 |
| UNITED STATES OIL FUND | P | 2009-01-02 | 2011-05-02 | 45050 | 58621 | -13571 | -13571 |
| PROSHARES ULTRA S&P 500 | P | 2011-08-23 | 2011-08-25 | 4185998 | 4059265 | 126733 | 126733 |
| P | |||||||
| PROSHS ULTRASHORT | P | 2011-05-24 | 2011-05-26 | 669785 | 676718 | -6933 | -6933 |
| PROSHS ULTRASHORT S&P 500 | P | 2011-11-30 | 2011-12-01 | 296085 | 303455 | -7370 | -7370 |
| UNITED ST NAT GAS FUND | P | 2011-02-09 | 2011-05-05 | 222093 | 219167 | 2926 | 2926 |
| VERIZON COMMUNICATIONS | P | 2011-02-16 | 2011-02-24 | 707583 | 720812 | -13229 | -13229 |
| WYNN RESORTS | P | 2011-09-29 | 2011-09-30 | 227049 | 249309 | -22260 | -22260 |
| BPZ RESOURCES INC | P | 2008-12-31 | 2011-05-05 | 19641 | 32800 | -13159 | -13159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 287178 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 43080 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42547 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1293331 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032897 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 52954 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1100630 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048112 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31447 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 961068 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.032721 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1851 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 299115 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.006188 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 250000 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.119918 | TotalDistributionRatio |
| Average Distribution Ratio | 0.023984 | AverageDistributionRatio |
| Net Noncharitable Assets | 1316851 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31583 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3214 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34797 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 63085 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3214 | InvestmentIncomeExciseTax |
| Subtotal | 3214 | Subtotal |
| Tax Based On Investment Income | 3214 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 417 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 417 | TotalCreditsAndPayments |
| Tax Due | 2797 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN STRAUSS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3037617605 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1 |
| City | GREENWOOD VILLAGE | City |
| State | CO | State |
| ZIP Code | 80121 | ZIPCode |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JEFFRY B STRAUSS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WINDOVER ROAD | AddressLine1 |
| City | GREENWOOD VILLAGE | City |
| State | CO | State |
| ZIP Code | 80121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/SEC | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 443084 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 893821 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1336905 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1336905 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20054 | CashDeemedCharitable |
| Net Noncharitable Assets | 1316851 | NetNoncharitableAssets |
| Minimum Investment Return | 65843 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65843 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3214 | TaxBasedOnInvestmentIncome |
| Total Tax | 3214 | TotalTax |
| Distributable Amount Before Adj | 62629 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 62629 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 62629 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 63085 | ExpensesAndContributions |
| Qualifying Distributions | 63085 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3214 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 59871 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 62629 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 48708 | UndistributedIncomePriorYear |
| Qualifying Distributions | 63085 | QualifyingDistributions |
| Applied To Year1 | 48708 | AppliedToYear1 |
| Applied To Current Year | 14377 | AppliedToCurrentYear |
| Undistributed Income CY | 48252 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFF SUSAN STRAUSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| TUCKS ANNUAL GIVING | ||||||||
| DARTMOUTH COLLEGE | 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037553555 | NONE | 501(C)(3) | GEN FUND | $3,000 |
| COLORADO ACADEMY | ||||||||
| 3800 SOUTH PIERCE STREET | DENVER | CO | 802352404 | NONE | 501(C)(3) | GEN FUND | $2,500 | |
| ISIDORE NEWMAN SCHOOL | ||||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | NONE | 501(C)(3) | GEN FUND | $2,125 | |
| LE BAL DE BALLET | ||||||||
| PO BOX 2656 | LITTLETON | CO | 801612656 | NONE | 501(C)(3) | GEN FUND | $500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1609 W LITTLETON BLVD | LITTLETON | CO | 801202018 | NONE | 501(C)(3) | GEN FUND | $20,000 | |
| THE LISTEN FOUNDATION | ||||||||
| 6950 E BELLEVIEW AVE STE | GREENWOOD VILLAGE | CO | 80111 | NONE | 501(C)(3) | GEN FUND | $1,000 | |
| THE MUSTARD SEED | ||||||||
| 1321 NORTH C STREET | SACRAMENTO | CA | 95811 | NONE | 501(C)(3) | GEN FUND | $5,000 | |
| BONNIEBROOK HISTORICAL FOUNDATION | ||||||||
| 485 ROSE ONEILL ROAD | WALNUT SHADE | MO | 65771 | NONE | 501(C)(3) | GEN FUND | $1,000 | |
| JEWISH NATL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GEN FUND | $2,160 | |
| CANCER LEAGUE OF COLORADO | ||||||||
| PO BOX 5373 | ENGLEWOOD | CO | 80155 | NONE | 501(C)(3) | GEN FUND | $500 | |
| TRINITY UNIVERSITY | ||||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | NONE | 501(C)(3) | GEN FUND | $300 | |
| GIRLS INC | ||||||||
| 1499 JULIAN STREET | DENVER | CO | 80204 | NONE | 501(C)(3) | GEN FUND | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 63085 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,043 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,938 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,225 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 287178 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,206 | ExclusionAmount |
| Related Or Exempt Function Income | 287178 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 321384 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $870 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JEFFRY B STRAUSS | PersonName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 99997 | EOYBookValue |
| EOYFMV | 101925 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PUBLICLY TRADED PARTNERSHIPS | AT COST | 130765 | 130765 |
| EQUITIES | AT COST | ||
| MUTUAL FUNDS | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| CORPORATE FEES/LICENSE | 563 |
| BANK FEES | 20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME-PUBLICLY TRADED PTSHPS | Description |
| Revenue And Expenses Per Books | 24225 | RevenueAndExpensesPerBooks |
| Net Investment Income | 24225 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX EXPENSE | Category |
| Amount | $103 | Amount |
Comments