FOUNDATION FOR EDUCATIONAL EXCELLENCE: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 84-1396597)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201122279349100837
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T16:49:04-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTON GUNDERSON 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 | 2010-01-01 | 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 | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | V E SHOUP | Name |
| Phone | 3037795710 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 527790 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 236218 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 99 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 99 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8837 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8837 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -19160 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 549222 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 225994 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8936 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 81411 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 6273 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10476 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5411 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 65 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 296 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 47840 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5558 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 159322 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5558 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 258535 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 258535 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 417857 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5558 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 258535 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -191863 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3378 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 33666 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 89437 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 89437 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 2156 | AccountsReceivable |
| Accounts Receivable BOY | 566 | AccountsReceivableBOY |
| Accounts Receivable EOY | 2156 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 2156 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 628371 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 388575 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 436197 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 8918 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 8918 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 65 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 0 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 0 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 662668 | TotalAssetsBOY |
| Total Assets EOY | 480168 | TotalAssetsEOY |
| Total Assets EOYFMV | 527790 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 9194 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9194 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 653114 | UnrestrictedBOY |
| Unrestricted EOY | 469687 | UnrestrictedEOY |
| Temporarily Restricted BOY | 9554 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 1287 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 662668 | TotalNetAssetsBOY |
| Total Net Assets EOY | 470974 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 662668 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 480168 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 662668 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -191863 | ExcessOfRevenueOverExpenses |
| Other Increases | 169 | OtherIncreases |
| Subtotal | 470974 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 470974 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (47 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 |
|---|---|---|---|---|---|---|---|
| COOPER INDUSTRIES | P | 2010-02-02 | 2010-10-06 | 879 | 776 | 103 | 103 |
| FIRST WESTERN | P | 2010-12-31 | 2010-12-31 | 236083 | 236083 | 0 | 0 |
| INVESCO | P | 2009-01-01 | 2010-09-02 | 16163 | 18137 | -1974 | -1974 |
| ABBOTT | P | 2010-03-09 | 2010-10-06 | 889 | 822 | 67 | 67 |
| ADOBE SYS INC COM | P | 2010-09-09 | 2010-10-06 | 889 | 996 | -107 | -107 |
| AMERICAN TOWER CORP | P | 2009-01-01 | 2010-10-06 | 2042 | 1832 | 210 | 210 |
| AVON PRODS INC | P | 2009-01-01 | 2010-10-06 | 895 | 1107 | -212 | -212 |
| BAXTER INTERNATIONAL | P | 2010-02-09 | 2010-10-06 | 899 | 1071 | -172 | -172 |
| BERKSHIRE HATHAWAY | P | 2009-01-01 | 2010-10-06 | 1818 | 1600 | 218 | 218 |
| BLACKROCK INC | P | 2009-01-01 | 2010-10-06 | 2151 | 1722 | 429 | 429 |
| CAMERON INTL CORP | P | 2009-01-01 | 2010-05-04 | 3445 | 3706 | -261 | -261 |
| CELGENE | P | 2010-03-09 | 2010-10-06 | 924 | 737 | 187 | 187 |
| CHEVRON CORP | P | 2010-03-09 | 2010-10-06 | 903 | 819 | 84 | 84 |
| CISCO SYS | P | 2009-01-01 | 2010-10-06 | 1883 | 2120 | -237 | -237 |
| DANAHER CORP COM | P | 2009-01-01 | 2010-10-06 | 1637 | 1578 | 59 | 59 |
| DODGE & COX | P | 2010-04-12 | 2010-10-06 | 71962 | 69258 | 2704 | 2704 |
| ECOLAB | P | 2009-01-01 | 2010-10-06 | 1475 | 1364 | 111 | 111 |
| GILEAD SCIENCES | P | 2009-01-01 | 2010-10-06 | 1733 | 645 | 1088 | 1088 |
| GOLDMAN SACHS GROUP | P | 2009-01-01 | 2010-04-23 | 3521 | 2350 | 1171 | 1171 |
| HARBOR SMALL CAP | P | 2009-01-01 | 2010-04-08 | 18398 | 20560 | -2162 | -2162 |
| HEARTLAND VALUE PLUS | P | 2010-09-02 | 2010-12-30 | 4249 | 3850 | 399 | 399 |
| HONEYWELL | P | 2010-03-09 | 2010-10-06 | 881 | 1134 | -253 | -253 |
| ITT INDS | P | 2009-01-01 | 2010-10-06 | 1257 | 1609 | -352 | -352 |
| INTERNATIONAL BUSINESS MACHS | P | 2009-01-01 | 2010-10-06 | 1834 | 1728 | 106 | 106 |
| JP MORGAN | P | 2010-04-08 | 2010-10-04 | 1654 | 1637 | 17 | 17 |
| KOHLS CORP COM | P | 2010-03-09 | 2010-10-06 | 896 | 770 | 126 | 126 |
| LAUDER ESTEE | P | 2009-01-01 | 2010-10-06 | 3285 | 2111 | 1174 | 1174 |
| MICROSOFT | P | 2009-01-01 | 2010-10-06 | 1639 | 1597 | 42 | 42 |
| MONSANTO | P | 2010-04-13 | 2010-10-06 | 912 | 1307 | -395 | -395 |
| NIKE | P | 2010-03-09 | 2010-10-06 | 884 | 616 | 268 | 268 |
| ORACLE CORP COM | P | 2009-01-01 | 2010-10-06 | 1612 | 1249 | 363 | 363 |
| PEPSICO | P | 2010-03-05 | 2010-10-06 | 930 | 706 | 224 | 224 |
| QUALCOMM | P | 2010-02-19 | 2010-10-06 | 885 | 846 | 39 | 39 |
| SCHLUMBERGER | P | 2010-05-11 | 2010-10-06 | 937 | 966 | -29 | -29 |
| SCHWAB CHARLES` | P | 2010-05-07 | 2010-10-06 | 906 | 1235 | -329 | -329 |
| STAPLES INC | P | 2009-01-01 | 2010-10-06 | 1734 | 1440 | 294 | 294 |
| STATE STREET CORP | P | 2009-01-01 | 2010-10-06 | 1091 | 1288 | -197 | -197 |
| STRYKER CORP | P | 2009-01-01 | 2010-10-06 | 888 | 779 | 109 | 109 |
| SYSCO CORP | P | 2009-01-01 | 2010-02-17 | 3624 | 3954 | -330 | -330 |
| TEXAS INSTRUMENT | P | 2009-01-01 | 2010-10-06 | 891 | 784 | 107 | 107 |
| THERMO FISHER CORP | P | 2009-01-01 | 2010-10-06 | 906 | 1092 | -186 | -186 |
| THORNBURG INTERNATIONAL | P | 2010-09-27 | 2010-10-04 | 29834 | 26825 | 3009 | 3009 |
| VAN KAMPEN | P | 2010-04-08 | 2010-05-06 | 7998 | 8032 | -34 | -34 |
| VICTORY DIVERSIFIED | P | 2010-09-29 | 2010-10-04 | 107572 | 130890 | -23318 | -23318 |
| WALMART STORES INC | P | 2009-01-01 | 2010-10-06 | 1930 | 1908 | 22 | 22 |
| WILLIAMS | P | 2009-01-01 | 2010-10-06 | 1379 | 2746 | -1367 | -1367 |
| OTHER | P | 2010-12-31 | 2010-12-31 | 25 | 25 | 25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -19160 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 89286 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 605781 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.147390 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 480790 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 790426 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.608267 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 138003 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 871065 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.158430 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 238281 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 775039 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.307444 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 226532 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 734657 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.308351 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.529882 | TotalDistributionRatio |
| Average Distribution Ratio | 0.305976 | AverageDistributionRatio |
| Net Noncharitable Assets | 582318 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 178175 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 34 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 178209 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 258535 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 34 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 34 | 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 | 81411 | 6273 | 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 | 529634 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 61552 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 591186 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 591186 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8868 | CashDeemedCharitable |
| Net Noncharitable Assets | 582318 | NetNoncharitableAssets |
| Minimum Investment Return | 29116 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29116 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34 | TaxBasedOnInvestmentIncome |
| Total Tax | 34 | TotalTax |
| Distributable Amount Before Adj | 29082 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29082 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29082 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 258535 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 258535 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 34 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 258501 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29082 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 190453 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 199747 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 95292 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 441437 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 59031 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 985960 | TotalExcessDistriCarryover |
| Qualifying Distributions | 258535 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29082 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 229453 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1215413 | 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 | 190453 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1024960 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 199747 | ExcessFromYear4 |
| Excess From Year3 | 95292 | ExcessFromYear3 |
| Excess From Year2 | 441437 | ExcessFromYear2 |
| Excess From Year1 | 59031 | ExcessFromYear1 |
| Excess From Current Year | 229453 | 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 | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACE SCHOLARSHIP PROGRAM | |||||||
| PO BOX 102917 | DENVER | CO | 80250 | UNRELATED | OTHER PUBLIC CHARITY | ACE SCHOLARSHIP PROGRAM | $3,000 |
| DENVER PUBLIC SCHOOLS | |||||||
| 900 GRANT STREET | DENVER | CO | 80203 | UNRELATED | GOVERNMENT UNIT | PRINCIPLES LEADERSHIP CONFERENCE | $68,460 |
| AURORA PUBLIC SCHOOLS | |||||||
| 15701 E 1ST AVE | AURORA | CO | 80011 | UNRELATED | OTHER PUBLIC CHARITY | EDUCATIONAL PURPOSES | $3,120 |
| EARLY CHILDHOOD EDUCATION | |||||||
| 1120 LINCOLN STREET | DENVER | CO | 80203 | UNRELATED | FOUNDATION | EDUCATIONAL PURPOSES | $160 |
| GREEN VALLEY RANCH HIGH SCHOOL | |||||||
| 900 GRANT STREET | DENVER | CO | 80203 | UNRELATED | GOVERNMENT UNIT | HIGH SCHOOL DESIGN COMPETITION | $8,890 |
| MARTIN LUTHER KING JR MIDDLE SCHOOL | |||||||
| 19535 E 46TH AVENUE | DENVER | CO | 80249 | UNRELATED | GOVERNMENT UNIT | REVITALIZATION PROJECT | $2,884 |
| MONTBELLO HIGH SCHOOL | |||||||
| 5000 CROWN BLVD | DENVER | CO | 80249 | UNRELATED | GOVERNMENT UNIT | SYMPOSIUM | $14,542 |
| FIRST TEE PROGRAM | |||||||
| 20309 EAST 48TH PLACE | DENVER | CO | 80249 | RELATED | FOUNDATION | YOUTH GOLF PROGRAM | $4,000 |
| TOWN CENTER METRO | |||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | UNRELATED | FOUNDATION | EDUCATIONAL PURPOSES | $153,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 258535 | 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 | $99 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,837 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$19,160 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$10,224 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -10224 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | HC DEVELOPMENT MANAGEMENT SERVICES | 4908 TOWER ROAD | DENVER | CO | 80249 | 20725 | X |
| 2 | OAKWOOD HOMES LLC | 4908 TOWER ROAD | DENVER | CO | 80249 | 119000 | X |
| 3 | DENVER PUBLIC SCHOOLS | 4908 TOWER ROAD | DENVER | CO | 80249 | 47161 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $7,550 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | FURNITURE,FIXTURES & EQUIPMENT | DescriptionOfProperty |
| Date Acquired | 2006-06-01 | DateAcquired |
| Cost Or Other Basis | 8918 | CostOrOtherBasis |
| Prior Years Depreciation | 8853 | PriorYearsDepreciation |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 65 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITY INVESTMENTS | NameOfStock |
| EOY Book Value | 388575 | EOYBookValue |
| EOYFMV | 436197 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE,FIXTURES & EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 8918 | CostOrOtherBasis |
| Accumulated Depreciation | 8918 | AccumulatedDepreciation |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE - GENERAL | 1422 | 0 | 0 |
| OFFICE EXPENSES | 1935 | 0 | 0 |
| ASSET MANAGEMENT FEES | 5558 | 5558 | 0 |
| SPECIAL PROJECTS | 9294 | 0 | 0 |
| RESEARCH | 12011 | 0 | 0 |
| CONTRIBUTED SALARIE | 12800 | 0 | 0 |
| CONTRIBUTED RENT | 4820 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| Amount | $169 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | Category |
| Amount | $10,476 | 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 | $34 | 0 | 0 |
| PAYROLL TAXES | $5,377 | 0 | 0 |
Comments