SCHOELZEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCHOELZEL FAMILY FOUNDATION (EIN 81-4372306)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202431279349101948
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T12:12:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | 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 | 814372306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOELZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 3034597338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E STANFORD AVE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SCHOELZEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3034597338 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SCHOELZEL | 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 | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
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 | $10,409,671 | 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 |
| Interest On Sav Rev And Expnss | $1,312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $352,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $352,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $385,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $385,871 | 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 | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,771 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,103,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,050,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,406,236 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,130,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,053,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,409,671 | 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 | $1,130,339 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,053,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,130,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,130,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,053,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,130,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,053,700 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,053,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $405,697 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,900 | CostOrOtherBasisAmt |
| Gain Or Loss | $352,797 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $352,797 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $352,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | 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 | $6,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,092 | OverpaymentAmt |
| Applied To ES Tax | $1,092 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOELZEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034597338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E STANFORD AVE | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80113 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT W SCHOELZEL | ||||||||
| 1001 E STANFORD AVE | ENGLEWOOD | CO | 80113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHERINE P SCHOELZEL | ||||||||
| 1001 E STANFORD AVE | ENGLEWOOD | CO | 80113 | TRUSTEE | 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 | $9,033,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $292,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,325,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,325,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,186,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,348 | TotalTaxAmt |
| Distributable Before Adj | $453,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $453,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $453,956 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $454,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $453,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $427,518 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $427,518 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,734 | 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 | $427,222 | 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 | SCOTT W SCHOELZEL | ContributingManagerNm |
| Contributing Manager | CATHERINE P SCHOELZEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHOR CENTER FOR THE BLIND | |||||||
| 2550 ROSLYN STREET | DENVER | CO | 80238 | NONE | PC | OPERATIONAL SUPPORT FOR PRESCHOOL EDUCATION | $10,000 |
| BUTTERFLY PAVILLION | |||||||
| 6252 WEST 104TH AVENUE | WESTMINSTER | CO | 80020 | NONE | PC | CONSERVATION WORK WITH ELEPHANTS AND BEES | $115,000 |
| CHEYENNE MOUNTAIN ZOO | |||||||
| 4250 CHEYENNE MTN ZOO ROAD | COLORADO SPRINGS | CO | 80906 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| CHILDREN OF THE PUEBLO INC | |||||||
| PO BOX 2471 | TUBAC | AZ | 85646 | NONE | PC | SCHOLARSHIP AND EDUCATIONAL SUPPLIES | $13,000 |
| CHILDREN'S HOSPTIAL CO FOUNDATION | |||||||
| 13123 16TH AVE BOX 045 | AURORA | CO | 80045 | NONE | PC | ADVANCE PATIENT CARE, EDUCATION, RESEARCH, & ADVOCACY | $5,000 |
| CHV POLICE FOUNDATION | |||||||
| 3236 CHERRY RIDGE ROAD | CHERRY HILLS VILLAGE | CO | 80113 | NONE | PC | GENERAL SUPPORT | $3,000 |
| COLORADO ACADEMY | |||||||
| 3800 SOUTH PIERCE STREET | DENVER | CO | 80235 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| COLORADO GOLF ASSOCIATION | |||||||
| 5990 GREENWOOD PLAZA BLVD 102 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CURE SEARCH FOR CHILDRENS CANCER | |||||||
| PO BOX 54781 | BALTIMORE | MD | 21297 | NONE | PC | GENERAL SUPPORT | $7,000 |
| DELTA GAMMA FOUNDATION | |||||||
| PO BOX 2187 | COLUMBUS | GA | 31902 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| DENVER COUNTRY CLUB SCHOLARSHIP PROGRAM | |||||||
| 1700 EAST FIRST AVENUE | DENVER | CO | 80218 | NONE | PC | CAPTIAL GIFT AND HARMONY EQUINE CENTER | $7,000 |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 SOUTH QUEBEC STREET | DENVER | CO | 80231 | NONE | PC | GENERAL SUPPORT | $31,875 |
| DENVER SANTA CLAUS SHOP | |||||||
| PO BOX 102104 | DENVER | CO | 80250 | NONE | PC | TOYS/BOOKS FOR UNDERSERVED YOUTH | $2,000 |
| DENVER ZOOLOGICAL FOUNDATION | |||||||
| 2300 STEELE STREET | DENVER | CO | 80205 | NONE | PC | OPERATIONAL SUPPORT | $25,000 |
| DISCOVERY LAND COMPANY FOUNDATION | |||||||
| 257 N CANYON DRIVE | BEVERLLY HILLS | CA | 90210 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ENVIRONMENTAL LEARNING FOR KIDS(ELK) | |||||||
| PO BOX 21679 | DENVER | CO | 80221 | NONE | PC | TEEN PROGRAMS | $3,000 |
| FLINT ANIMAL CANCER CENTERS - CSU FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD BANK OF THE ROCKEIS | |||||||
| PO BOX 151560 | LAKEWOOD | CO | 80215 | NONE | PC | PROGRAM SUPPORT | $23,000 |
| GOLD CROWN FOUNDATION | |||||||
| 1743 WAZEE STREET STE 300 | DENVER | CO | 80202 | NONE | PC | SPORTS ENRICHMENT PROGRAMS FOR AT RISK YOUTH | $15,000 |
| GOLDEN RULE RELIEF FUND - GLOBAL IMPACT | |||||||
| 1199 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GRALAND COUNTRY DAY SCHOOL | |||||||
| 35 CLERMONT STREET | DENVER | CO | 80220 | NONE | PC | GENERAL SUPPORT | $10,000 |
| KENT DENVER | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | PC | OPERATIONAL SUPPORT TO EDUCATE UNDERSERVED CHILDREN | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 7951 EAST MAPLEWOOD AVE 126 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MONTERREY PENINSULA FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | NONE | PC | GENERAL SUPPORT | $22,500 |
| NATIONAL 4H COUNCIL | |||||||
| 5425 WISCONSIN AVENUE | CHEVY CHASE | MD | 20815 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PEBBLE BEACH FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REACH OUT AND READ CO | |||||||
| 3705 MARTIN LUTHER KING BLVD | DENVER | CO | 80205 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| SPECIAL OLYMPICS OF COLORADO | |||||||
| PO BOX 13979 | DENVER | CO | 80201 | NONE | PC | SPECIAL NEEDS PROGRAMS | $5,000 |
| ST JUDE CHILDREN'S HOSPITAL ALSAC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| TALL TALES RANCH | |||||||
| 6311 SOUTH GRANT DRIVE | CENTENNIAL | CO | 80112 | NONE | PC | RESIDENTIAL PROJECT/SPECIAL NEEDS | $45,000 |
| TEROLYN HORSE RESCUE | |||||||
| 47480 CO ROAD 29 | ELIZABETH | CO | 80107 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VOLUNTEERS FOR OUTDOOR COLORADO | |||||||
| PO BOX 100577 | DENVER | CO | 80250 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WARREN VILLAGE | |||||||
| 1323 GILPIN STREET | DENVER | CO | 80218 | NONE | PC | OPERATION SUPPORT FOR UNDERSERVED FAMILIES | $10,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| PO BOX 96215 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ZARLENGO FOUNDATION | |||||||
| PO BOX 1911 | WHEATRIDGE | CO | 80033 | NONE | PC | SUPPORT FAMILIES WITH DISABLED CHILDREN | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,375 | 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 | $1,312 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,762 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,797 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $385,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,871 | 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 | $2,975 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE SCHOELZEL FAMILY FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2019 IN THE AMOUNT OF $3,156. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC | $444,879 | $4,254,320 |
| APPLE INC | $511,769 | $6,026,189 |
| VANGUARD TOTAL STOCK | $93,617 | $125,727 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $7,158 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |