BARDSLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202411249349100146
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T13:49:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER ST SUITE 900 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841521212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARDSLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARD | BusinessNameControlTxt |
| Phone | 3032498146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461310 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802469998 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3032498146 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | KITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A ZEIDEN CPA | PreparerPersonNm |
| PTIN | P00220979 | PTIN |
| Phone | 7202007000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $7,843,176 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $845 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,064 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $401,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,642 | 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 |
| Other Prof Fees Rev And Expnss | $49,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,775 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $361 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $356,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $356,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $415,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $271,751 | CashBOYAmt |
| Cash EOY | $242,780 | CashEOYAmt |
| Cash EOYFMV | $242,780 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,798,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,765,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,576,723 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,056,602 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,106,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,023,673 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,127,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,114,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,843,176 | 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 | $6,127,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,114,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,127,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,114,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,127,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,114,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,127,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,452 | OtherIncreasesAmt |
| Subtotal | $6,114,458 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,114,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS CORE EQUITY I | P | 2023-07-28 | $27,985 | $30,916 | -$2,931 | -$2,931 | |
| DFA US LARGE CAP VALUE I | P | 2023-07-28 | $49,985 | $36,418 | $13,567 | $13,567 | 2018-12-31 |
| ISHARES CORE S&P 500 EFT | P | 2023-07-21 | $38,315 | $6,462 | $31,853 | $31,853 | 2009-03-17 |
| ISHARES CORE S&P 500 EFT | P | 2023-07-28 | $6,428 | $1,077 | $5,351 | $5,351 | 2009-03-17 |
| ISHARES MSCI USA QLTY FACT ETF | P | 2023-07-21 | $49,973 | $26,749 | $23,224 | $23,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,064 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,197 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,640 | 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 | $4,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $443 | OverpaymentAmt |
| Applied To ES Tax | $443 | 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 |
| 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 | LYNN KITT | IndividualWithBooksNm |
| Phone | 3037811078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $7,274,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,467,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,467,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,355,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,197 | TotalTaxAmt |
| Distributable Before Adj | $363,553 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $363,553 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $363,553 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,112 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $369,112 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,553 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $355,532 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $369,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $355,532 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,580 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $349,973 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL CITY OPERA HOUSE ASSOCIATION | |||||||
| 686 SOUTH MONROE WAY | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $10,000 |
| COLORADO BALLET COMPANY | |||||||
| 1075 SANTA FE DR | DENVER | CO | 80204 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $12,301 |
| COLORADO YOUTH TENNIS FOUNDATION | |||||||
| 3300 EAST BAYAUD SUITE 201 | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $32,500 |
| CORNELL COLLEGE | |||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| KENT DENVER | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $500 |
| NATHAN YIP FOUNDATION | |||||||
| 4600 SOUTH ULSTER STREET SUITE 1400 | DENVER | CO | 80237 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $15,000 |
| ST ANNE'S EPISCOPAL SCHOOL | |||||||
| 2701 S YORK ST | DENVER | CO | 80210 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $500 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 N GRANT ST SUITE 725 | DENVER | CO | 80203 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $220,000 |
| MERRIMACK COLLEGE | |||||||
| 315 TURNPIKE ST | NORTH ANDOVER | MA | 01845 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $10,000 |
| OPERA COLORADO | |||||||
| 4121 S NAVAJO ST STE 100 | ENGLEWOOD | CO | 80110 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $10,000 |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 3025 S PARKER RD STE 110 | AURORA | CO | 80114 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $15,000 |
| SCRIPPS INSTITUTION OF OCEANOGRAPHY | |||||||
| 8622 KENNEL WAY | LA JOLLA | CA | 92037 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $2,500 |
| GUAM NATIONAL TENNIS FEDERATION | |||||||
| PO BOX 2312 | HAGATNA | GU | 96932 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| TENNYSON CENTER FOR CHILDREN | |||||||
| 2950 TENNYSON ST | DENVER | CO | 80212 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $8,000 |
| DENVER ZOOLOGICAL FOUNDATION INC | |||||||
| 2300 STEELE ST | DENVER | CO | 80205 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $356,301 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,642 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER LUCE CHARITABLE REMAINDER UNITRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,106,602 | EOYBookValueAmt |
| EOYFMV | $2,023,673 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,765,076 | EOYBookValueAmt |
| EOYFMV | $5,576,723 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $1,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $49,366 | Amt |
| Net Investment Income | $36,916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,450 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $7,775 | $7,775 | $0 |
| FEDERAL TAXES PAID | $2,149 | $0 | $0 |