R L C FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- R L C FOUNDATION (EIN 74-2139793)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-11
- IRS object ID
- 202411029349100436
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T15:01:14-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742139793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IA RLC FOUNDATION 15055200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RLCF | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 E HYMAN AVE APT 6 | AddressLine1Txt |
| City | ASPEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 816112912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK COHEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2024-04-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $847,234 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,540 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,926 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,976 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,488 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,488 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $244 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,288 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,288 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,429 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,188 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,188 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $490,732 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $131,307 | CorporateBondsBOYAmt |
| Other Investments BOY | $10,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $656,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $831,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $693,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $672,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $847,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $693,737 | CapitalStockBOYAmt |
| Capital Stock EOY | $672,911 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $693,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $672,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $693,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $672,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $693,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $673,393 | SubtotalAmt |
| Other Decreases | $482 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $672,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 203. WARNER BROS DISCOVERY INC | 2022-01-25 | 2022-12-07 | $2,184 | $5,289 | -$3,105 | -$3,105 | |
| 44.963 VANGUARD MID CAP INDEX-ADM | 2011-05-04 | 2023-02-21 | $12,000 | $4,510 | $7,490 | $7,490 | |
| 112. AT&T INC | 2022-12-07 | 2023-05-09 | $1,899 | $2,165 | -$266 | -$266 | |
| 140. AT&T INC | 2022-01-25 | 2023-05-09 | $2,374 | $2,817 | -$443 | -$443 | |
| 5. ABBOTT LABORATORIES | 2021-01-21 | 2023-05-09 | $543 | $568 | -$25 | -$25 | |
| 2. ABBVIE INC | 2021-01-21 | 2023-05-09 | $293 | $222 | $71 | $71 | |
| 11. AMERICAN TOWER CORP | 2021-01-21 | 2023-05-09 | $2,127 | $2,450 | -$323 | -$323 | |
| 9. BANK OF AMERICA CORP | 2021-01-21 | 2023-05-09 | $240 | $288 | -$48 | -$48 | |
| 33. BLACKSTONE INC | 2021-07-07 | 2023-05-09 | $2,697 | $3,171 | -$474 | -$474 | |
| 8. CATERPILLAR INC | 2021-01-21 | 2023-05-09 | $1,697 | $1,540 | $157 | $157 | |
| 48. CITIGROUP INC | 2021-04-09 | 2023-05-09 | $2,240 | $3,474 | -$1,234 | -$1,234 | |
| 41. CONOCOPHILLIPS | 2021-05-05 | 2023-05-09 | $4,188 | $2,272 | $1,916 | $1,916 | |
| 2. COSTCO WHOLESALE CORP | 2021-01-21 | 2023-05-09 | $1,003 | $726 | $277 | $277 | |
| 13. DEERE & CO | 2022-02-16 | 2023-05-09 | $4,968 | $5,085 | -$117 | -$117 | |
| 53. DEVON ENERGY CORP | 2022-01-25 | 2023-05-09 | $2,607 | $2,718 | -$111 | -$111 | |
| 26. DISNEY WALT HOLDING CO | 2019-09-13 | 2023-05-09 | $2,662 | $1,194 | $1,468 | $1,468 | |
| 6. EXXON MOBIL CORP | 2021-07-07 | 2023-05-09 | $650 | $363 | $287 | $287 | |
| 209. FORD MOTOR CO | 2022-03-22 | 2023-05-09 | $2,477 | $3,595 | -$1,118 | -$1,118 | |
| 2. HOME DEPOT INC | 2021-01-21 | 2023-05-09 | $579 | $560 | $19 | $19 | |
| 2. HONEYWELL INTERNATIONAL INC | 2021-01-21 | 2023-05-09 | $384 | $411 | -$27 | -$27 | |
| 4. INTERNATIONAL BUSINESS MACHINES CORP | 2021-09-14 | 2023-05-09 | $475 | $518 | -$43 | -$43 | |
| 2. LILLY ELI & COMPANY | 2022-01-25 | 2023-05-09 | $857 | $479 | $378 | $378 | |
| 3. MARRIOTT INTERNATIONAL INC CLASS A | 2021-04-09 | 2023-05-09 | $528 | $446 | $82 | $82 | |
| 1. MASTERCARD INC - A | 2021-01-21 | 2023-05-09 | $384 | $336 | $48 | $48 | |
| 3. MCDONALDS CORP | 2021-01-21 | 2023-05-09 | $881 | $643 | $238 | $238 | |
| 8. NEXTERA ENERGY INC | 2021-01-21 | 2023-05-09 | $603 | $673 | -$70 | -$70 | |
| 2. PEPSICO INC | 2021-01-21 | 2023-05-09 | $388 | $280 | $108 | $108 | |
| 1. PFIZER INC | 2019-09-13 | 2023-05-09 | $38 | $35 | $3 | $3 | |
| 3. PROCTER & GAMBLE CO | 2021-01-21 | 2023-05-09 | $452 | $394 | $58 | $58 | |
| 38. PROLOGIS INC | 2021-01-21 | 2023-05-09 | $4,788 | $3,206 | $1,582 | $1,582 | |
| 10. ROCKWELL INTERNATIONAL CORP | 2021-01-21 | 2023-05-09 | $2,778 | $2,679 | $99 | $99 | |
| 19. SALESFORCE INC | 2021-01-21 | 2023-05-09 | $3,836 | $4,233 | -$397 | -$397 | |
| 4. TEXAS INSTRUMENTS INC | 2021-01-21 | 2023-05-09 | $641 | $700 | -$59 | -$59 | |
| 4. TRAVELERS COS INC/THE | 2021-01-21 | 2023-05-09 | $730 | $596 | $134 | $134 | |
| 83. TRUIST FINANCIAL CORP | 2022-02-16 | 2023-05-09 | $2,380 | $5,382 | -$3,002 | -$3,002 | |
| 2. UNION PACIFIC CORP | 2021-01-21 | 2023-05-09 | $391 | $418 | -$27 | -$27 | |
| 3. UNITED PARCEL SERVICE INC CLASS B | 2021-01-21 | 2023-05-09 | $509 | $482 | $27 | $27 | |
| 1. UNITEDHEALTH GROUP INC | 2021-01-21 | 2023-05-09 | $492 | $356 | $136 | $136 | |
| 4. WAL MART STORES INC | 2019-09-13 | 2023-05-09 | $602 | $469 | $133 | $133 | |
| 61. WALGREENS BOOTS ALLIANCE INC | 2020-06-09 | 2023-05-09 | $1,916 | $2,767 | -$851 | -$851 | |
| 1. ACCENTURE PLC-CL A | 2021-01-21 | 2023-05-09 | $263 | $259 | $4 | $4 | |
| 4. EATON CORP PLC | 2021-01-21 | 2023-05-09 | $673 | $501 | $172 | $172 | |
| 1. LINDE PLC | 2021-01-21 | 2023-05-09 | $357 | $254 | $103 | $103 | |
| .6667 VERALTO CORP | 2021-01-21 | 2023-10-13 | $48 | $55 | -$7 | -$7 | |
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P | |||||
| CAPITAL GAIN DIVIDENDS | $297 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,540 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,034 | OverpaymentAmt |
| Applied To ES Tax | $170 | AppliedToESTaxAmt |
| Refund | $864 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEVRA OCHS | ||||||
| 255 E CEDAR AVE | DENVER | CO | 80237 | PRESIDENT | 1 | $0 |
| STANLEY D COHEN | ||||||
| 27 FOXTAIL CIR | ENGLEWOOD | CO | 80113 | VICE PRES. / SECRE | 1 | $0 |
| FRANK R COHEN | ||||||
| 100 DETROIT ST 405 | DENVER | CO | 80206 | TREASURER | 1 | $0 |
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | TRUSTEE | 2 | $2,976 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $797,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $847,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $847,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $834,430 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $340 | TotalTaxAmt |
| Distributable Before Adj | $41,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,288 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $47,288 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,353 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,752 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $99,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $520,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $740,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,288 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,906 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $746,043 | 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 | $12,353 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $733,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,752 | ExcessFromYear4Amt |
| Excess From Year3 | $99,187 | ExcessFromYear3Amt |
| Excess From Year2 | $19,292 | ExcessFromYear2Amt |
| Excess From Year1 | $520,553 | ExcessFromYear1Amt |
| Excess From Current Year | $5,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPEN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 GOLD RIVERS CT SUITE 515 | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE GIFT | GrantOrContributionPurposeTxt |
| Amt | $45,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,135 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $482 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $458 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $158 | $158 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $86 | $86 | $0 |