GIVING STONE: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GIVING STONE (EIN 82-2740457)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202621949349100212
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T10:33:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351346211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING SHYMANSKI & CO PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3677 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822740457 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIVING STONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 3038889950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E LONG CT | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA JOHNSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038889950 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON WILZBACHER | PreparerPersonNm |
| PTIN | P01306184 | PTIN |
| Phone | 8124649161 | PhoneNum |
| Preparation | 2026-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,812,450 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,608,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,398 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,311 | 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 |
| Accounting Fees Rev And Expnss | $2,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,305 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,858 | CashBOYAmt |
| Cash EOY | $41,418 | CashEOYAmt |
| Cash EOYFMV | $41,418 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $367,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,413 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,413 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,121,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,834,538 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $497,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $533,327 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $532,427 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $86,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,081,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,116,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,812,450 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,081,283 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,116,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,081,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,116,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,081,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,116,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,081,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,116,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,116,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AUTODESK INC | P | 2024-01-01 | 2026-06-06 | $40,586 | $21,111 | $19,475 | $19,475 |
| DOLBY LABORATORIES INC | P | 2024-01-01 | 2026-06-06 | $45,151 | $48,496 | -$3,345 | -$3,345 |
| ASM INTERNTNL NV | P | 2024-01-01 | 2026-07-25 | $41,287 | $39,195 | $2,092 | $2,092 |
| AMERICAN SUPERCONDUCTOR | P | 2024-01-01 | 2026-08-07 | $72,373 | $25,229 | $47,144 | $47,144 |
| CACI INTL INC | P | 2024-01-01 | 2026-08-07 | $59,051 | $30,229 | $28,822 | $28,822 |
| O REILY AUTOMOTIVE INC | P | 2024-01-01 | 2026-09-05 | $37,525 | $7,153 | $30,372 | $30,372 |
| SCHWAB TREASURY OBLIG | P | 2024-01-01 | 2026-09-05 | $40,000 | $40,000 | $0 | $0 |
| BROADCOM INC | P | 2024-01-01 | 2026-09-10 | $32,011 | $8,354 | $23,657 | $23,657 |
| QNITY ELECTONRICS | P | 2024-01-01 | 2026-11-13 | $48,218 | $43,208 | $5,010 | $5,010 |
| SCHWAB TREASURY OBLIG | P | 2024-01-01 | 2026-11-17 | $100,000 | $100,000 | $0 | $0 |
| SCHWAB TREASURY OBLIG | P | 2024-01-01 | 2026-11-19 | $920,000 | $920,000 | $0 | $0 |
| SCHWAB TREASURY OBLIG | P | 2024-01-01 | 2026-11-20 | $30,980 | $30,980 | $0 | $0 |
| DEXCOM | P | 2024-01-01 | 2026-12-03 | $61,839 | $77,731 | -$15,892 | -$15,892 |
| REPLIGEN CORP | P | 2024-01-01 | 2026-12-03 | $6,770 | $7,343 | -$573 | -$573 |
| TETRA TECH INC | P | 2024-01-01 | 2026-12-03 | $65,353 | $70,311 | -$4,958 | -$4,958 |
| UNIVERSAL DISPLAY CORP | P | 2024-01-01 | 2026-12-03 | $7,110 | $12,665 | -$5,555 | -$5,555 |
| CAPITAL GAINS DIVIDENDS | P | $149 | $149 | $149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,398 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,650 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,150 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | 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 | CO | 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 | PAMELA AND JAMES JOHNSTON | IndividualWithBooksNm |
| Phone | 3038889950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E LONG CT | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2024 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA JOHNSTON | ||||||||
| 2825 E LONG CT | GREENWOOD VILLAGE | CO | 80121 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES JOHNSTON | ||||||||
| 2825 E LONG CT | GREENWOOD VILLAGE | CO | 80121 | VICE-PRESIDENT | 1.00 | $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 | $2,296,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $393,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,689,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,689,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,649,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,128 | TotalTaxAmt |
| Distributable Before Adj | $130,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $119,434 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,883 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $4,551 | Taxable2Amt |
| Undistributed Income CY | $130,349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAMELA JOHNSTON | ContributingManagerNm |
| Contributing Manager | JAMES JOHNSTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE GIVING STONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 E LONG CT | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3038889950 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS APPLYING FOR GRANTS MUST BE 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPEN ACADEMY | ||||||
| 5859 S UNIVERSITY BLVD | GREENWOOD VILLAGE | CO | 80121 | PC | UNRESTRICTED CONTRIBUTION | $10,000 |
| FORSYTH FARMERS MARKET INC | ||||||
| 13 E PARK AVE | SAVANNAH | GA | 31401 | PC | UNRESTRICTED CONTRIBUTION | $901 |
| HISTORIC SANTA CLAUS CAMPGROUNDS | ||||||
| 16670 N COUNTY RD 625 E | SANTA CLAUS | IN | 47579 | PC | UNRESTRICTED CONTRIBUTION | $50,000 |
| LA LUZ EDUCATION | ||||||
| 361 VRAIN ST | DENVER | CO | 80219 | PC | UNRESTRICTED CONTRIBUTION | $20,902 |
| MULLEN HIGH SCHOOL | ||||||
| 3601 S LOWELL BLVD | DENVER | CO | 80236 | PC | UNRESTRICTED CONTRIBUTION | $10,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVE | EVANSTON | IL | 60201 | PC | UNRESTRICTED CONTRIBUTION | $3,623 |
| ROCKY MOUNTAIN ROTARY YOUTH EXCHANGE | ||||||
| 27222 E EUCLID AVE | AURORA | CO | 80016 | PC | UNRESTRICTED CONTRIBUTION | $104 |
| THE DENVER FOUNDATION | ||||||
| 1009 GRANT ST | DENVER | CO | 80203 | PC | UNRESTRICTED CONTRIBUTION | $7,110 |
| VALOR HIGH SCHOOL | ||||||
| 3775 GRACE BLVD | HIGHLANDS RANCH | CO | 80126 | PC | UNRESTRICTED CONTRIBUTION | $10,000 |
| DENVER ROTARY CLUB | ||||||
| PO BOX 102706 | DENVER | CO | 80250 | PC | UNRESTRICTED CONTRIBUTION | $728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,368 | 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 | $43,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,311 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,610 | Amt |
| Net Investment Income | $1,305 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,305 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #9904 | BondNm |
| EOY Book Value | $533,327 | EOYBookValueAmt |
| EOYFMV | $532,427 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #9904 | StockNm |
| EOY Book Value | $1,165,119 | EOYBookValueAmt |
| EOYFMV | $1,834,538 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB #9904 REIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $86,978 | BookValueAmt |
| EOYFMV | $114,654 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $210 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $15,433 | Amt |
| Net Investment Income | $15,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED 990-PF EXCISE TAX PAID FOR CURRENT YEAR | $1,051 | $0 | $0 |
| FOREIGN TAX WITHHELD FROM DIVIDENDS | $467 | $467 | $0 |
| PRIOR YEAR 990-PF EXTENSION PAYMENT | $2,200 | $0 | $0 |