WINDY PINES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINDY PINES FOUNDATION (EIN 87-3209367)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202413169349102441
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T16:36:57-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKMAN KAST RYAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N CASCADE AVENUE SUITE 400 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | 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 | 873209367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDY PINES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE CORUNDUM GROUP | InCareOfNm |
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 7196490918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 N TEJON ST Suite 202 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE LINDSAY-BRISBIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7196490918 | PhoneNum |
| Signature | 2024-10-25 | 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 | Matthew Maness | PreparerPersonNm |
| PTIN | P01242117 | PTIN |
| Phone | 7196301186 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,803,491 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $398,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,581,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,626 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$44,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$44,853 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $412,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,182 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,420 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,048 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $553,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $553,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $722,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500,767 | CashBOYAmt |
| Cash EOY | $1,268,602 | CashEOYAmt |
| Cash EOYFMV | $1,268,602 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,132,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,942,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,350,123 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,532,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,099,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,060,186 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,440,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,486,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,628,623 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,362 | OtherAssetsBOYAmt |
| Other Assets EOY | $495,957 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $495,957 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,607,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,293,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,803,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,607,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,293,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,607,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,293,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,607,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,293,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,607,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,298,255 | SubtotalAmt |
| Other Decreases | $5,115 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,293,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS - 3830 | 2023-12-31 | $117,043 | $119,949 | -$2,815 | -$2,906 |
| RBC CAPITAL MARKETS - 3830 | 2023-12-31 | $322,602 | $342,247 | -$16,719 | -$19,645 |
| RBC CAPITAL MARKETS - 2693 | 2023-12-31 | $2,453,379 | $2,344,848 | $97,213 | $108,531 |
| RBC CAPITAL MARKETS - 2693 | 2023-12-31 | $655,209 | $695,049 | -$40,613 | -$39,840 |
| RBC CAPITAL MARKETS - 2693 | 2023-12-31 | $10,541 | $9,900 | $641 | $641 |
| CDAF AI K-1 1231 | 2023-12-31 | $591 | -$591 | -$591 | |
| CDAF VI K-1 1231 | 2023-12-31 | $4 | -$4 | -$4 | |
| CAIF K-1 ST | 2023-12-31 | $4,467 | $4,467 | $4,467 | |
| CAIF K-1 LT | 2023-12-31 | $6,480 | $6,480 | $6,480 | |
| CAIF K-1 1231 | 2023-12-31 | $234 | -$234 | -$234 | |
| CAPITAL GAIN DISTRIBUTIONS | $11,801 | $11,801 | $11,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,993 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,993 | SubtotalAmt |
| Tax Based On Investment Income | $3,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,014 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,014 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,021 | OverpaymentAmt |
| Applied To ES Tax | $6,021 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Website Address | www.windypinesfd.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORUNDUM GROUP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7192881083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH NEVADA AVENUE SUITE 200 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Melanie Lindsay-Brisbin | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | President | 15.0 | $0 | $0 | $0 |
| Randall Lindsay-Brisbin | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | Vice President | 15.0 | $0 | $0 | $0 |
| Jenna Mathews | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | Director | 1.0 | $0 | $0 | $0 |
| Jacob Mathews | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | Secretary | 1.0 | $0 | $0 | $0 |
| Luke Brisbin | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | Director | 1.0 | $0 | $0 | $0 |
| Taylor Brisbin | ||||||||
| 118 N TEJON ST | COLORADO SPRINGS | CO | 80903 | Director | 1.0 | $0 | $0 | $0 |
| 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 | $9,996,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,480,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,168,479 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,645,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,645,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,440,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,993 | TotalTaxAmt |
| Distributable Before Adj | $668,055 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $668,055 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $668,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,345 | 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 | $598,345 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $668,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $340,489 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $340,489 | AppliedToYear1Amt |
| Applied To Current Year | $257,856 | 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 |
| Undistributed Income CY | $410,199 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELANIE LINDSAY-BRISBIN | ContributingManagerNm |
| Contributing Manager | RANDALL LINDSAY-BRISBIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITY PROJECT INC | ||||||
| 490 WINTERY CIR S | COLORADO SPRINGS | CO | 80919 | PC | GENERAL FUND SUPPORT | $66,000 |
| BOSTON IMPACT INITIATIVE | ||||||
| 2300 WASHINGTON ST FLOOR 2 | ROXBURY | MA | 02119 | PC | GENERAL FUND SUPPORT | $50,000 |
| HILLSIDE CONNECTION | ||||||
| PO BOX 1562 | COLORADO SPRINGS | CO | 80901 | PC | GENERAL FUND SUPPORT | $25,000 |
| FOOD TO POWER | ||||||
| 1090 S INSTITUTE ST | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $55,000 |
| GO FARM | ||||||
| 614 10TH ST | GOLDEN | CO | 80401 | PC | GENERAL FUND SUPPORT | $60,000 |
| CHEYENNE MOUNTAIN ZOO | ||||||
| 4250 CHEYENNE MOUNTAIN ZOO RD | COLORADO SPRINGS | CO | 80906 | PC | GENERAL FUND SUPPORT | $15,000 |
| BALLET FOLKLORICO DE BARAJAS | ||||||
| 1642 PINON GLEN | COLORADO SPRINGS | CO | 80919 | PC | GENERAL FUND SUPPORT | $5,500 |
| COMMUNITY WORKS INC | ||||||
| 6000 E EVANS AVE STE 2-100 | DENVER | CO | 80222 | PC | GENERAL FUND SUPPORT | $86,500 |
| THE GROW HAUS | ||||||
| 3840 YORK ST STE 210 | DENVER | CO | 80216 | PC | GENERAL FUND SUPPORT | $5,000 |
| SPIRIT OF THE SUN | ||||||
| 1400 N WILLIAMS ST | DENVER | CO | 80218 | PC | GENERAL FUND SUPPORT | $5,000 |
| SOLID ROCK CDC | ||||||
| 2520 ARLINGTON DR | COLORADO SPRINGS | CO | 80910 | PC | GENERAL FUND SUPPORT | $25,000 |
| VOCES UNIDAS | ||||||
| 2519 AIRPORT RD | COLORADO SPRINGS | CO | 80910 | PC | GENERAL FUND SUPPORT | $10,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PC | GENERAL FUND SUPPORT | $10,000 |
| ONEBODY ENT | ||||||
| PO BOX 16271 | COLORADO SPRINGS | CO | 80935 | PC | GENERAL FUND SUPPORT | $10,250 |
| MISSION POSSIBLE | ||||||
| PO BOX 9100 | COLORADO SPRINGS | CO | 80932 | GOV | GENERAL FUND SUPPORT | $5,000 |
| CRUTCHER CORNERSTONE CDC | ||||||
| 506 E MORENO AVE | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $5,000 |
| SANCTUARY CHURCH | ||||||
| 1930 W COLORADO AVE | COLORADO SPRINGS | CO | 80904 | PC | GENERAL FUND SUPPORT | $5,000 |
| PEAK EDUCATION | ||||||
| 1645 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | PC | GENERAL FUND SUPPORT | $15,000 |
| MILLENIUM ALLSTARS CHEER & DANCE TEAM | ||||||
| PO BOX 15421 | COLORADO SPRINGS | CO | 80925 | PC | GENERAL FUND SUPPORT | $15,000 |
| KINGDOM BUILDERS FAMILY LIFE CENTER | ||||||
| 411 LAKEWOOD CIR STE C-201 | COLORADO SPRINGS | CO | 80910 | PC | GENERAL FUND SUPPORT | $5,000 |
| PARENTS CHALLENGE | ||||||
| 2 N CASCADE AVE STE 1280 | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $5,000 |
| BLACKPACKERS | ||||||
| 826 S TEJON ST STE 100 | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $10,000 |
| CITIZENS PROJECT | ||||||
| 322 N TEJON ST STE 202 | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $5,000 |
| RELEVANT WORD CHRISTIAN CULTURAL CTR | ||||||
| 1040 S INSTITUTE ST | COLORADO SPRINGS | CO | 80903 | PC | GENERAL FUND SUPPORT | $5,000 |
| GOLDEN LOTUS FOUNDATION | ||||||
| 4645 STAR RANCH RD | COLORADO SPRINGS | CO | 80906 | PF | GENERAL FUND SUPPORT | $10,000 |
| THE INITIATIVE | ||||||
| 6825 E TENNESSE AVE 475 | DENVER | CO | 80224 | PC | GENERAL FUND SUPPORT | $10,000 |
| THE THRIVE NETWORK | ||||||
| PO BOX 76858 | COLORADO SPRINGS | CO | 80970 | PC | GENERAL FUND SUPPORT | $5,000 |
| LATINA EQUITY FOUNDATION | ||||||
| 1645 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | PF | GENERAL FUND SUPPORT | $5,000 |
| ROCKY MOUNTAIN PBS | ||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | PC | GENERAL FUND SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $553,250 | 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 | $398,193 | 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 | $59,626 | 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 | PASSTHROUGH K1 INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$44,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $412,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $412,966 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,410 | Amt |
| Disbursements Charitable Prps | $11,410 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RBC FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $1,099,970 | EOYBookValueAmt |
| EOYFMV | $1,060,186 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC EQUITIES | StockNm |
| EOY Book Value | $6,942,581 | EOYBookValueAmt |
| EOYFMV | $7,350,123 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORUNDUM INVESTMENTS | $3,222,672 | $3,368,157 |
| RBC REAL ASSETS INVESTMENTS | $263,358 | $260,466 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $633 | $507 | $507 |
| ACCRUED INCOME | $729 | -$4,550 | -$4,550 |
| BOSTON IMPACT INITIATIVE FUND | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $5,115 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $2,250 | $2,250 | |
| EXPENSES FROM PASSTHROUGHS | $23,210 | $23,210 | |
| MEMBERSHIPS | $11,845 | $11,845 | |
| DUES & SUBSCRIPTIONS | $170 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/LOSS FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | -$44,853 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$44,853 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING EXPENSE | $19,420 | $19,420 | |
| ADVISORY FEES | $96,754 | $96,754 | |
| ALLOCATED TO TAX-EXEMPT INC | -$1,121 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $2,161 | |
| FOREIGN TAXES | $2,048 | $2,048 |