GOLD FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLD FAMILY FOUNDATION (EIN 85-0418759)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-12
- IRS object ID
- 202442869349100604
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-12T11:16:31-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 ADVISORS 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850418759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3039997331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S CLERMONT STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GOLD III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3039997331 | PhoneNum |
| Signature | 2024-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH J JACKSON CPA | PreparerPersonNm |
| PTIN | P00385332 | PTIN |
| Phone | 7202007000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,021,691 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,046 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $801,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,929 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,069 | 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 | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,041 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,429 | CashBOYAmt |
| Cash EOY | $133,345 | CashEOYAmt |
| Cash EOYFMV | $133,345 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,155,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,272,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,326,301 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $588,762 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $548,510 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $562,045 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,842,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,953,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,021,691 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $5,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $5,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,837,016 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,948,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,837,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,842,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,953,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,837,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,948,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 83 SHRS ISHARES CORE US | 2024-03-01 | $8,059 | $8,145 | -$86 | -$86 |
| 1307 SHRS ISHARES CORE US | 2024-05-08 | $125,779 | $129,410 | -$3,631 | -$3,631 |
| 276 SHRS ISHARES CORE US | 2024-06-26 | $26,986 | $27,381 | -$395 | -$395 |
| PRINCIPAL PREFERRED SECURITIES IST | 2023-10-16 | $121,364 | $141,992 | -$20,628 | -$20,628 |
| 79 SHRS APPLE INC | 2024-06-26 | $16,548 | $1,619 | $14,929 | $14,929 |
| 8631.849 SHRS BARON EMERGING MARKETS INST | 2023-10-16 | $113,595 | $106,538 | $7,057 | $7,057 |
| 40 SHRS BLACKROCK INC | 2024-01-29 | $31,576 | $28,057 | $3,519 | $3,519 |
| 175 SHRS BRISTOL MYERS SQUIBB CO | 2024-01-29 | $8,676 | $9,783 | -$1,107 | -$1,107 |
| 83 SHRS BRISTOL MYERS SQUIBB CO | 2024-03-01 | $4,198 | $4,640 | -$442 | -$442 |
| 17 SHRS BROADCOM INC | 2024-06-26 | $26,847 | $8,569 | $18,278 | $18,278 |
| 375 SHRS COCA COLA CO | 2024-05-08 | $23,249 | $9,615 | $13,634 | $13,634 |
| 70 SHRS GOLMAN SACHS GROUP INC | 2023-10-17 | $21,658 | $28,342 | -$6,684 | -$6,684 |
| 89 SHRS HOME DEPOT INC | 2023-10-17 | $25,940 | $24,709 | $1,231 | $1,231 |
| 302 SHRS ISHARES CORE MSCI EMERGING MKTS | 2024-05-08 | $16,117 | $15,037 | $1,080 | $1,080 |
| 3511 SHRS ISHARES CURRENCY HEDGED MSCI EAFE | 2024-01-29 | $112,263 | $94,657 | $17,606 | $17,606 |
| 119 SHRS ROYAL CARIBBEAN GROUP COM | 2024-03-01 | $14,520 | $8,643 | $5,877 | $5,877 |
| 105 SHRS ROYAL CARIBBEAN GROUP COM | 2024-06-26 | $16,867 | $7,626 | $9,241 | $9,241 |
| 90 SHRS SALESFORCE INC | 2023-10-17 | $18,388 | $23,410 | -$5,022 | -$5,022 |
| 48 SHRS TOYOTA MTR CORP ADR | 2024-03-01 | $11,394 | $5,475 | $5,919 | $5,919 |
| 61 SHRS TOYOTA MTR CORP ADR | 2024-05-08 | $14,332 | $6,958 | $7,374 | $7,374 |
| 34 SHRS VANGUARD SM CAP INDEX FD | 2024-02-29 | $3,619 | $2,442 | $1,177 | $1,177 |
| 22.85 SHRS VANGUARD SM CAP INDEX FD | 2024-02-29 | $2,388 | $2,138 | $250 | $250 |
| 33 SHRS VISA INC COM | 2023-10-17 | $7,829 | $623 | $7,206 | $7,206 |
| 80 SHRS VISA INC COM | 2024-06-26 | $21,996 | $1,510 | $20,486 | $20,486 |
| 50 SHRS YUM BRANDS INC | 2024-03-01 | $6,931 | $1,871 | $5,060 | $5,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,929 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $93 | EsPenaltyAmt |
| Tax Due | $2,226 | TaxDueAmt |
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 ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039997331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S CLERMONT STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BEI-LEE GOLD | ||||||||
| 5400 E DAKOTA | DENVER | CO | 80246 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELIZABETH GOLD DUGGAL TAGHIPOUR | ||||||||
| 4546 CATHEDRAL AVE NW | WASHINGTON | DC | 20016 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHERINE GOLD | ||||||||
| 610 VINE STREET | DENVER | CO | 80216 | SECRETARY | 0.00 | $0 | $0 | $0 |
| WILLIAM GOLD III | ||||||||
| 45 SOUTH CLERMONT | DENVER | CO | 80246 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,766,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,811,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,811,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,165 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,768,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,133 | TotalTaxAmt |
| Distributable Before Adj | $136,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,954 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,954 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,913 | 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 | $99,397 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM GOLD III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S CLERMONT STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3039997331 | RecipientPhoneNum |
| Form And Info And Materials | GENERAL LETTER CONTAINING PURPOSE AND INTENT & IRS EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HALCYON HOUSE | ||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | PC | GENERAL PURPOSE | $12,500 |
| JEWISH FAMILY SERVICES | ||||||
| 3201 S TAMARAC DRIVE | DENVER | CO | 80231 | PC | GENERAL PURPOSE | $5,000 |
| MACALLESTER FUND | ||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | PC | GENERAL PURPOSE | $10,000 |
| ROSE COMMUNITY FOUNDATION | ||||||
| 600 CHERRY STREET | DENVER | CO | 80246 | PC | GENERAL PURPOSE | $35,000 |
| TEMPLE EMMANUEL | ||||||
| 51 GRAPE ST | DENVER | CO | 80220 | PC | GENERAL PURPOSE | $3,515 |
| BIG BROTHERS & SISTERS | ||||||
| 7535 E HAMPDEN AVE STE 225 | DENVER | CO | 80231 | PC | GENERAL PURPOSE | $20,000 |
| MERIDIAN INTERNATIONAL CENTER | ||||||
| 1630 CRESCENT PL NW | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSE | $47,500 |
| JEWISH COLORADO | ||||||
| 300 S DAHLIA ST STE 300 | DENVER | CO | 80246 | PC | GENERAL PURPOSE | $1,200 |
| MADDIE MARK FOUNDATION | ||||||
| PO BOX 203 | GUILDERLAND | NY | 12084 | PC | GENERAL PURPOSE | $1,000 |
| FULL CIRCLE | ||||||
| 2211 S LEYDEN ST | DENVER | CO | 80222 | PC | GENERAL PURPOSE | $500 |
| CORNELL TENNIS CAMP | ||||||
| 616 THURSTON AVE | ITHICA | NY | 14853 | PC | GENERAL PURPOSE | $1,002 |
| LA LAX INC | ||||||
| 13914 BORA BORA WAY 206 | MARINA DEL REY | CA | 90292 | PC | GENERAL PURPOSE | $1,500 |
| DEANNA CUCHIARO | ||||||
| 34 RIDGE RD | WHITEHOUSE STATION | NJ | 08889 | PC | GENERAL PURPOSE | $650 |
| GAMBLERS ANONYMOUS | ||||||
| 1306 MONTE VISTA AVE STE 5 | UPLAND | CA | 91786 | PC | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,867 | 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 | $2,094 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,046 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,929 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $183,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,069 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS ARE USED TO HELP FUND THE GRANTS PAID. | RelationshipStatementTxt |
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 Person | GOLD INC - 100 FAMILY OWNED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 S CLERMONT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802461034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK CORPORATE BONDS | BondNm |
| EOY Book Value | $548,510 | EOYBookValueAmt |
| EOYFMV | $562,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK STOCK | StockNm |
| EOY Book Value | $1,272,057 | EOYBookValueAmt |
| EOYFMV | $2,326,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & FEES | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $26,041 | Amt |
| Net Investment Income | $26,041 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $131 | $131 | $0 |
| EXCISE TAXES | $1,696 | $0 | $0 |