ACKERMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACKERMAN FOUNDATION INC (EIN 58-2284728)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-03-12
- IRS object ID
- 202530719349100128
- Schema version
- 2023v6.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-12T16:21:16-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582284728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACKERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACKE | BusinessNameControlTxt |
| Phone | 8006629595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ACKERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037409400 | PhoneNum |
| Signature | 2025-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL YSUSI | PreparerPersonNm |
| PTIN | P01474736 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2025-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,024,553 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $912,227 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $262,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,528 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,174,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $136 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $136 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,252 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $642,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,241 | CashBOYAmt |
| Cash EOY | $2,293 | CashEOYAmt |
| Cash EOYFMV | $2,572 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,243,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,872,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,021,981 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,245,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,874,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,024,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $36,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $36,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,208,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,838,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,245,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,874,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,245,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,874,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,245,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $642,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,888,343 | SubtotalAmt |
| Other Decreases | $13,805 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,874,538 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $955 | OverpaymentAmt |
| Applied To ES Tax | $955 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A ACKERMAN | IndividualWithBooksNm |
| Phone | 3037409400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A ACKERMAN | ||||||||
| 8181 E TUFTS AVE SUITE 600 | DENVER | CO | 80237 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN J ACKERMAN | ||||||||
| 8181 E TUFTS AVE SUITE 600 | DENVER | CO | 80237 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHERILYN LAWRENCE | ||||||||
| 8181 E TUFTS AVE SUITE 600 | DENVER | CO | 80237 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,046,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,205,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,205,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,022,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $601,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $601,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,645 | TotalTaxAmt |
| Distributable Before Adj | $598,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $598,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $598,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $598,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,472 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,611 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $194,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $452,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $146,107 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $146,107 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,976 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,976 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL ACKERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8006629595 | RecipientPhoneNum |
| Form And Info And Materials | A PROPOSAL WHICH, IN THE OPINION OF THE SELECTION COMMITTEE, WILL PRODUCE AN IMPROVEMENT IN THE QUALITY OF AN EDUCATIONAL CIRRICULUM OR SYSTEM WITHIN THE U.S. SCHOOL SYSTEM (GRADES K-12) AND WHICH WILL PRODUCE A SIGNIFICANT POSITIVE CHANGE IN THE QUALITY OF EDUCATION FOR GRADES K-12. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MUST BE SUBMITTED BY JULY 1ST EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ITEM 2(B) ABOVE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE FOR CHOICE EDUCATION | ||||||
| 5251 DTC PARKWAY SUITE 1150 | GREENWOOD VILLAGE | CO | 80111 | NONE | SCHOLARSHIPS FOR COLORADO | $10,000 |
| AMERICAN INDIAN CHILD RESOURCE CENTER | ||||||
| 522 GRAND AVE | OAKLAND | CA | 94610 | NONE | GENERAL OPERATIONS | $21,000 |
| BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE | ||||||
| PO BOX 702 | CULVER CITY | CA | 90232 | NONE | GENERAL OPERATIONS | $26,000 |
| COOPERATION JACKSON | ||||||
| PO BOX 1932 | JACKSON | MS | 39203 | NONE | GENERAL OPERATIONS | $10,000 |
| ECDC AFRICAN COMMUNITY CENTER | ||||||
| 925 S NIAGARA ST SUITE 200 | DENVER | CO | 80224 | NONE | GENERAL OPERATIONS | $5,000 |
| FIREBIRD COMMUNITY ARTS | ||||||
| 2651 W LAKE ST | CHICAGO | IL | 60612 | NONE | PROJECT FIRE | $21,000 |
| FLORENCE CRITTENTON SERVICES | ||||||
| 96 S ZUNI STREET | DENVER | CO | 80223 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $15,000 |
| HEARTSPRING DEVELOPMENT DEPARTMENT | ||||||
| 8700 E 29TH ST N | WICHITA | KS | 67226 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $25,000 |
| JANE PLACE NEIGHBORHOOD SUSTAINABILITY INITIATIVE | ||||||
| PO BOX 53011 | NEW ORLEANS | LA | 70153 | NONE | PERMANENTLY AFFORDABLE APARTMENTS | $10,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | GENERAL OPERATIONS | $25,000 |
| MIDDLE EAST CHILDRENS ALLIANCE | ||||||
| 901 PARKER STREET | BERKELEY | CA | 94710 | NONE | HUMANITARIAN SUPPORT FOR CHILDREN IN GAZA | $15,000 |
| NAVY SEAL FOUNDATION | ||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $30,000 |
| OPERATION HOMEFRONT | ||||||
| 17319 SAN PEDRO AVE SUITE 100 | SAN ANTONIO | TX | 78232 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $25,000 |
| PARTNERS CREATING COMMUNITY INC | ||||||
| 116 GAY ST PO BOX 807 | PHOENIXVILLE | PA | 19460 | NONE | CLINICAL DIRECTOR POSITION | $50,000 |
| POINT FOUNDATION | ||||||
| 6230 WILSHIRE BLVD STE 890 | LOS ANGELES | CA | 90048 | NONE | GENERAL OPERATIONS | $21,000 |
| SEMPER FI FUNDS | ||||||
| 825 COLLEGE BLVD SUITE 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $25,000 |
| STRONGMINDS | ||||||
| 515 VALLEY STREET 200 | MAPLEWOOD | NJ | 07040 | NONE | IMPROVING MENTAL HEALTH FOR WOMEN & ADOLESCENTS IN AFRICA | $25,000 |
| SUPERHUMANS UKRAINE INC | ||||||
| 250 1ST STREET APT 2P | JERSEY CITY | NJ | 07302 | NONE | GENERAL OPERATIONS | $10,000 |
| THOUSAND CURRENTS | ||||||
| 548 MARKET ST STE 62831 | SAN FRANCISCO | CA | 94104 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $26,000 |
| UKRAINE HOUSE DC FOUNDATION | ||||||
| 2134 KALORAMA ROAD NW | WASHINGTON | DC | 20008 | NONE | UNITED 24: MEDICAL AID | $25,000 |
| WARREN VILLAGE | ||||||
| 1323 GILPIN ST | DENVER | CO | 80218 | NONE | STRENGTHENING FAMILIES: HOUSING, EDUCATION, AND ECONOMIC OPPORTUNITIY TO SUPPORT SINGLE PARENTS... | $5,000 |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||
| 698 MILLS ROAD HERBERT HALL | WEST POINT | NY | 10996 | NONE | TO FURTHER EXEMPT PURPOSE OF DONEE ORGANIZATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $262,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,528 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DON AND JEAN ACKERMAN CHARITABLE TRUST | ||||||
| 1 | 8181 E TUFTS AVE SUITE 600 | DENVER | CO | 80237 | $346,557 | Yes (X) |
| DON E ACKERMAN CHARITABLE ANNUITY TRUST | ||||||
| 2 | 8181 E TUFTS AVE SUITE 600 | DENVER | CO | 80237 | $480,000 | Yes (X) |
| DECANTED CLAUSE 17 ACKERMAN TRUST FBO CHERILYN K LAWRENCE | ||||||
| 3 | C/O JPM TRUST COMPANY 10 S DEARBORN | CHICAGO | IL | 60603 | $29,256 | Yes (X) |
| DECANTED CLAUSE 17 ACKERMAN TRUST FBO MICHAEL A ACKERMAN | ||||||
| 4 | C/O JPM TRUST COMPANY 10 S DEARBORN | CHICAGO | IL | 60603 | $29,412 | Yes (X) |
| DECANTED CLAUSE 17 ACKERMAN TRUST FBO STEVEN J ACKERMAN | ||||||
| 5 | C/O JPM TRUST COMPANY 10 S DEARBORN | CHICAGO | IL | 60603 | $27,002 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,350 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART XV | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION OPERATING GUIDELINES1. GRANTS WILL BE MADE TO APPLICANTS SUBMITTING PROPOSALS FOR IMPROVING THE QUALITY OF THE EDUCATIONAL SYSTEM FOR KINDERGARTEN THROUGH TWELFTH GRADE WITHIN THE U.S. 2. ANY INDIVIDUAL, ORGANIZATION OR INSTITUTION, DOMESTIC OR FOREIGN, MAY SUBMIT AN APPLICATION FOR A GRANT TO THE SELECTION COMMITTEE.3. THE CRITERIA TO BE USED BY THE SELECTION COMMITTEE IN AWARDING A GRANT SHALL BE (A) A PROPOSAL WHICH IN THE OPINION OF THE SELECTION COMMITTEE WILL PRODUCE AN IMPROVEMENT IN THE QUALITY OF AN EDUCATIONAL CURRICULUM OR SYSTEM WITHIN THE U.S. SCHOOL SYSTEM (GRADES K-12) NATIONWIDE, OR WITHIN ANY SCHOOL DISTRICT WITHIN THE U.S., AND (B) THE PROPOSAL IN THE OPINION OF THE SELECTION COMMITTEE SHALL BE DEEMED TO BE ABLE TO PRODUCE A SIGNIFICANT POSITIVE CHANGE IN THE QUALITY OF EDUCATION FOR GRADES K-12.4. GRANTS WILL BE AWARDED AT SUCH TIMES, IN SUCH AMOUNTS AND UPON SUCH TERMS AND CONDITIONS AS THE SELECTION COMMITTEE BY UNANIMOUS VOTE SHALL FROM TIME TO TIME DETERMINE.5. THE SELECTION COMMITTEE SHALL BE COMPOSED OF THE 3 DIRECTORS OF THE FOUNDATION WHO SHALL CONSULT WITH EDUCATORS PRIOR TO MAKING AN DETERMINATION.6. THE SELECTION COMMITTEE MAY RECAPTURE FUNDS DISTRIBUTED TO ANY GRANT RECIPIENT WHICH ARE FOUND BY THE COMMITTEE TO HAVE BEEN EXPENDED BY A GRANT RECIPIENT FOR PURPOSES OTHER THAN THE WORK FOR WHICH THE GRANT WAS MADE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $8,872,245 | EOYBookValueAmt |
| EOYFMV | $13,021,981 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $136 | LegalFeesAmt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPM #9002 COST BASIS ADJ | Desc |
| Amt | $13,805 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING AND REGISTRATION FEES | $308 | $308 | $0 |
| MANAGEMENT FEES | $6,250 | $6,250 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $63,196 | Amt |
| Net Investment Income | $63,196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $7,252 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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