FOUNDATION FOR EDUCATIONAL EXCELLENCE: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 84-1396597)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-28
- IRS object ID
- 201232419349100603
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-28T10:21:22-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 80111 | 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 | 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 | 2012-08-20 | 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 | 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 | 144128 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 337567 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 599 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 599 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5571 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5571 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 38504 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 443443 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 38504 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 382241 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44674 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 72284 | 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 | 5533 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 42642 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5961 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 384 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 39353 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4428 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 193507 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4428 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 518090 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 518090 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 711597 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4428 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 518090 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -329356 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40246 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 89437 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 80392 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 80392 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 11522 | AccountsReceivable |
| Accounts Receivable BOY | 2156 | AccountsReceivableBOY |
| Accounts Receivable EOY | 11522 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 11522 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 388575 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 52214 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 52214 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 8918 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 8918 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 480168 | TotalAssetsBOY |
| Total Assets EOY | 144128 | TotalAssetsEOY |
| Total Assets EOYFMV | 144128 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 9194 | AccountsPayableBOY |
| Accounts Payable EOY | 2510 | AccountsPayableEOY |
| Total Liabilities BOY | 9194 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2510 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 469687 | UnrestrictedBOY |
| Unrestricted EOY | 95643 | UnrestrictedEOY |
| Temporarily Restricted BOY | 1287 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 45975 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 470974 | TotalNetAssetsBOY |
| Total Net Assets EOY | 141618 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 480168 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 144128 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 470974 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -329356 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 141618 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 141618 | 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 | 2011-01-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 443443 | GrossSalesPrice |
| Cost Or Other Basis | 404939 | CostOrOtherBasis |
| Gain Or Loss | 38504 | GainOrLoss |
| Gains Minus Excess Or Losses | 38504 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38504 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 258501 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 582318 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.443917 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89286 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 605781 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.147390 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 480790 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 790426 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.608267 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 138003 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 871065 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.158430 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 238281 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 775039 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.307444 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.665448 | TotalDistributionRatio |
| Average Distribution Ratio | 0.333090 | AverageDistributionRatio |
| Net Noncharitable Assets | 324184 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 107982 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 402 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 108384 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 518090 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 402 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 402 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 402 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 402 | 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 | 72284 | 5233 | 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 | 244206 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 84915 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 329121 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 329121 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4937 | CashDeemedCharitable |
| Net Noncharitable Assets | 324184 | NetNoncharitableAssets |
| Minimum Investment Return | 16209 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16209 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 402 | TaxBasedOnInvestmentIncome |
| Total Tax | 402 | TotalTax |
| Distributable Amount Before Adj | 15807 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 15807 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 15807 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 518090 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 518090 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 402 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 517688 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15807 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 199747 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 95292 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 441437 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 59031 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 229453 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1024960 | TotalExcessDistriCarryover |
| Qualifying Distributions | 518090 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15807 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 502283 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1527243 | 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 | 199747 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1327496 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 95292 | ExcessFromYear4 |
| Excess From Year3 | 441437 | ExcessFromYear3 |
| Excess From Year2 | 59031 | ExcessFromYear2 |
| Excess From Year1 | 229453 | ExcessFromYear1 |
| Excess From Current Year | 502283 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ENVIRONMENTAL LEARNING FOR KIDS | |||||
| 14460 E 50TH AVENUE | DENVER | CO | 80239 | EDUCATIONAL PURPOSES | $650 |
| LOWRY FAMILY CENTER | |||||
| 4605 PARIS ST SUITE D20 BOX 1 | DENVER | CO | 80239 | EDUCATIONAL PURPOSES | $250 |
| DENVER PUBLIC SCHOOLS FOUNDATION | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $146,023 |
| COLORADO CHILDREN'S CAMPAIGN | |||||
| 1120 LINCOLN STREET | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $35,386 |
| COLORADO OPEN GOLF FOUNDATION | |||||
| 20309 E 48TH AVENUE | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $4,000 |
| TOWN CENTER METRO DISTRICT | |||||
| 4908 TOWER ROAD UNIT 1400 | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $317,308 |
| EVIE DENNIS CAMPUS - DENVER HEALTH CLINIC REMODEL | |||||
| 4800 TELLURIDE STREET | DENVER | CO | 80249 | EDUCATIONAL PURPOSES | $8,358 |
| PRINCIPALS LEADERSHIP COUNSIL - DPS | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $2,161 |
| DENVER PUBLIC SCHOOLS | |||||
| 900 GRANT ST SUITE 503 | DENVER | CO | 80203 | EDUCATIONAL PURPOSES | $3,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 518090 | 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 | $599 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,571 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 38504 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,170 | ExclusionAmount |
| Related Or Exempt Function Income | 38504 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 44674 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | OAKWOOD HOMES LLC | 4908 TOWER ROAD | DENVER | CO | 80249 | 93100 | X |
| 2 | DANIELS FUND | 101 MONROE STREET | DENVER | CO | 80206 | 200000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $12,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITY INVESTMENTS | NameOfStock |
| EOY Book Value | 52214 | EOYBookValue |
| EOYFMV | 52214 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE - GENERAL | 2147 | 0 | 0 |
| OFFICE EXPENSES | 1429 | 0 | 0 |
| ASSET MANAGEMENT FEES | 4428 | 4428 | 0 |
| SPECIAL EVENTS | 11987 | 0 | 0 |
| RESEARCH | 200 | 0 | 0 |
| CONTRIBUTED SALARIE | 12800 | 0 | 0 |
| CONTRIBUTED RENT | 4820 | 0 | 0 |
| MISC. EXPENSES | 1542 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | Category |
| Amount | $42,642 | 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 | $35 | 0 | 0 |
| PAYROLL TAXES | $5,926 | 0 | 0 |
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