BARDSLEY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202301319349102075
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T10:37:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-09 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,187,521 | 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 | $67,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $357 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $338,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $338,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,083,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,548 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $446,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,896 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,627 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,852 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,852 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,466 | CashBOYAmt |
| Cash EOY | $271,751 | CashEOYAmt |
| Cash EOYFMV | $271,751 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,852,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,798,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,001,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,135,741 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,056,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,913,949 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,108,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,127,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,187,521 | 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 | $6,108,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,127,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,108,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,127,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,108,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,127,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,108,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,127,755 | SubtotalAmt |
| Other Decreases | $439 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,127,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA US MICRO CAP I | P | 2021-12-22 | 2022-04-26 | $18,059 | $20,000 | -$1,941 | -$1,941 |
| ISHARES CORE MSCI | P | 2021-06-17 | 2022-04-26 | $1,460 | $1,512 | -$52 | -$52 |
| ISHARES CORE MSCI | P | 2021-10-01 | 2022-04-26 | $1,591 | $1,677 | -$86 | -$86 |
| ISHARES CORE MSCI | P | 2021-12-20 | 2022-04-26 | $1,469 | $1,637 | -$168 | -$168 |
| ISHARES CORE MSCI | P | 2022-03-31 | 2022-04-26 | $1,411 | $1,539 | -$128 | -$128 |
| ISHARES RUSSELL 1000 | P | 2021-07-17 | 2022-04-26 | $1,027 | $1,058 | -$31 | -$31 |
| ISHARES RUSSELL 1000 | P | 2021-10-01 | 2022-04-26 | $1,557 | $1,627 | -$70 | -$70 |
| ISHARES RUSSELL 1000 | P | 2021-12-20 | 2022-04-26 | $1,390 | $1,522 | -$132 | -$132 |
| ISHARES RUSSELL 1000 | P | 2022-03-31 | 2022-04-26 | $1,371 | $1,506 | -$135 | -$135 |
| ISHARES RUSSELL 2000 | P | 2021-06-17 | 2022-04-26 | $125 | $152 | -$27 | -$27 |
| ISHARES RUSSELL 2000 | P | 2021-10-01 | 2022-04-26 | $257 | $298 | -$41 | -$41 |
| ISHARES RUSSELL 2000 | P | 2021-12-20 | 2022-04-26 | $236 | $265 | -$29 | -$29 |
| ISHARES RUSSELL 2000 | P | 2022-03-31 | 2022-04-26 | $144 | $160 | -$16 | -$16 |
| ISHARES 3-7 YEAR TRERY | P | 2021-08-09 | 2022-07-28 | $189 | $205 | -$16 | -$16 |
| ISHARES 3-7 YEAR TRERY | P | 2021-09-09 | 2022-07-28 | $191 | $207 | -$16 | -$16 |
| ISHARES 3-7 YEAR TRERY | P | 2021-10-08 | 2022-07-28 | $181 | $194 | -$13 | -$13 |
| ISHARES 3-7 YEAR TRERY | P | 2021-11-08 | 2022-07-28 | $191 | $205 | -$14 | -$14 |
| ISHARES 3-7 YEAR TRERY | P | 2021-11-17 | 2022-07-28 | $37,649 | $40,050 | -$2,401 | -$2,401 |
| ISHARES 3-7 YEAR TRERY | P | 2021-12-08 | 2022-07-28 | $211 | $224 | -$13 | -$13 |
| ISHARES 3-7 YEAR TRERY | P | 2021-12-23 | 2022-07-28 | $229 | $244 | -$15 | -$15 |
| ISHARES 3-7 YEAR TRERY | P | 2022-02-08 | 2022-07-28 | $230 | $239 | -$9 | -$9 |
| ISHARES 3-7 YEAR TRERY | P | 2022-03-08 | 2022-07-28 | $224 | $232 | -$8 | -$8 |
| ISHARES 3-7 YEAR TRERY | P | 2022-04-08 | 2022-07-28 | $286 | $284 | $2 | $2 |
| ISHARES 3-7 YEAR TRERY | P | 2022-05-09 | 2022-07-28 | $15 | $15 | $0 | $0 |
| ISHARES 3-7 YEAR TRERY | P | 2022-05-09 | 2022-07-28 | $269 | $265 | $4 | $4 |
| ISHARES 3-7 YEAR TRERY | P | 2022-06-08 | 2022-07-28 | $301 | $297 | $4 | $4 |
| ISHARES 3-7 YEAR TRERY | P | 2022-07-11 | 2022-07-28 | $358 | $353 | $5 | $5 |
| ISHARES 7-10 YEAR TRERY | P | 2022-07-28 | 2022-10-07 | $12,298 | $13,537 | -$1,239 | -$1,239 |
| PIMCO INCOME INSTL | P | 2021-11-17 | 2022-01-24 | $49,224 | $50,000 | -$776 | -$776 |
| PIMCO LOW DURATION INCOME INSTL | P | 2022-07-28 | $191,833 | $203,390 | -$11,557 | -$11,557 | |
| PIMCO MORTGAGE OPPORTUNITIES | P | 2021-11-17 | 2022-01-24 | $29,622 | $30,000 | -$378 | -$378 |
| VANGUARD ST INVESTMENT | P | 2021-11-17 | 2022-10-07 | $24,685 | $27,219 | -$2,534 | -$2,534 |
| DFA INTERNATIONAL RE | P | 2018-02-16 | 2022-04-26 | $8,985 | $10,595 | -$1,610 | -$1,610 |
| DFA US LARGE CAP VALUE I | P | 2018-12-31 | 2022-04-26 | $49,985 | $36,962 | $13,023 | $13,023 |
| DFA US MICRO CAP I | P | 2019-04-24 | 2022-04-26 | $3,926 | $3,450 | $476 | $476 |
| DFA US TARGETED VALUE I | P | 2020-03-18 | 2022-04-26 | $15,985 | $6,935 | $9,050 | $9,050 |
| ISHARES CORE S&P 500 | P | 2009-03-17 | 2022-04-26 | $49,004 | $9,001 | $40,003 | $40,003 |
| ISHARES MSCI USA QLTY | P | 2020-03-18 | 2022-04-26 | $20,829 | $12,118 | $8,711 | $8,711 |
| ISHARES MSCI USA QLTY | P | 2020-04-01 | 2022-04-26 | $2,553 | $1,605 | $948 | $948 |
| ISHARES MSCI USA QLTY | P | 2020-06-22 | 2022-04-26 | $1,817 | $1,398 | $419 | $419 |
| ISHARES MSCI USA QLTY | P | 2020-09-30 | 2022-04-26 | $2,095 | $1,743 | $352 | $352 |
| ISHARES MSCI USA QLTY | P | 2020-12-21 | 2022-04-26 | $1,784 | $1,617 | $167 | $167 |
| ISHARES MSCI USA QLTY | P | 2021-04-01 | 2022-04-26 | $2,190 | $2,148 | $42 | $42 |
| ISHARES RUSSELL 1000 | P | 2019-04-24 | 2022-04-26 | $31,282 | $22,103 | $9,179 | $9,179 |
| ISHARES RUSSELL 1000 | P | 2019-06-24 | 2022-04-26 | $2,051 | $1,454 | $597 | $597 |
| ISHARES RUSSELL 1000 | P | 2019-10-01 | 2022-04-26 | $1,699 | $1,208 | $491 | $491 |
| ISHARES RUSSELL 1000 | P | 2019-12-23 | 2022-04-26 | $1,817 | $1,404 | $413 | $413 |
| ISHARES RUSSELL 1000 | P | 2020-06-22 | 2022-04-26 | $1,541 | $1,148 | $393 | $393 |
| ISHARES RUSSELL 1000 | P | 2020-09-30 | 2022-04-26 | $1,803 | $1,468 | $335 | $335 |
| ISHARES RUSSELL 1000 | P | 2020-12-21 | 2022-04-26 | $1,701 | $1,522 | $179 | $179 |
| ISHARES RUSSELL 1000 | P | 2021-04-01 | 2022-04-26 | $1,416 | $1,387 | $29 | $29 |
| ISHARES RUSSELL 2000 | P | 2019-09-24 | 2022-04-26 | $7,516 | $6,105 | $1,411 | $1,411 |
| ISHARES RUSSELL 2000 | P | 2020-01-13 | 2022-04-26 | $3,944 | $3,479 | $465 | $465 |
| ISHARES RUSSELL 2000 | P | 2020-12-21 | 2022-04-26 | $384 | $393 | -$9 | -$9 |
| ISHARES RUSSELL 2000 | P | 2021-04-01 | 2022-04-26 | $166 | $197 | -$31 | -$31 |
| ISHARES 3-7 YEAR TRERY | P | 2020-06-05 | 2022-07-28 | $104,715 | $114,517 | -$9,802 | -$9,802 |
| ISHARES 3-7 YEAR TRERY | P | 2020-06-08 | 2022-07-28 | $17,917 | $19,635 | -$1,718 | -$1,718 |
| ISHARES 3-7 YEAR TRERY | P | 2020-06-08 | 2022-07-28 | $54,718 | $59,965 | -$5,247 | -$5,247 |
| ISHARES 3-7 YEAR TRERY | P | 2020-06-08 | 2022-07-28 | $82,561 | $90,479 | -$7,918 | -$7,918 |
| ISHARES 3-7 YEAR TRERY | P | 2020-07-09 | 2022-07-28 | $221 | $244 | -$23 | -$23 |
| ISHARES 3-7 YEAR TRERY | P | 2020-08-10 | 2022-07-28 | $223 | $247 | -$24 | -$24 |
| ISHARES 3-7 YEAR TRERY | P | 2020-08-31 | 2022-07-28 | $22,638 | $24,985 | -$2,347 | -$2,347 |
| ISHARES 3-7 YEAR TRERY | P | 2020-09-09 | 2022-07-28 | $224 | $247 | -$23 | -$23 |
| ISHARES 3-7 YEAR TRERY | P | 2020-10-08 | 2022-07-28 | $203 | $223 | -$20 | -$20 |
| ISHARES 3-7 YEAR TRERY | P | 2020-11-09 | 2022-07-28 | $196 | $214 | -$18 | -$18 |
| ISHARES 3-7 YEAR TRERY | P | 2020-12-08 | 2022-07-28 | $193 | $211 | -$18 | -$18 |
| ISHARES 3-7 YEAR TRERY | P | 2020-12-24 | 2022-07-28 | $185 | $203 | -$18 | -$18 |
| ISHARES 3-7 YEAR TRERY | P | 2021-01-11 | 2022-07-28 | $31,959 | $34,895 | -$2,936 | -$2,936 |
| ISHARES 3-7 YEAR TRERY | P | 2021-02-08 | 2022-07-28 | $207 | $226 | -$19 | -$19 |
| ISHARES 3-7 YEAR TRERY | P | 2021-03-08 | 2022-07-28 | $190 | $204 | -$14 | -$14 |
| ISHARES 3-7 YEAR TRERY | P | 2021-04-09 | 2022-07-28 | $190 | $205 | -$15 | -$15 |
| ISHARES 3-7 YEAR TRERY | P | 2021-05-10 | 2022-07-28 | $192 | $207 | -$15 | -$15 |
| ISHARES 3-7 YEAR TRERY | P | 2021-06-08 | 2022-07-28 | $184 | $199 | -$15 | -$15 |
| ISHARES 3-7 YEAR TRERY | P | 2021-07-09 | 2022-07-28 | $179 | $194 | -$15 | -$15 |
| PIMCO INCOME INSTL | P | 2022-01-24 | $32,061 | $32,662 | -$601 | -$601 | |
| PIMCO MORTGAGE OPPORTUNITIES | P | 2022-01-24 | $89,863 | $93,692 | -$3,829 | -$3,829 | |
| PIMCO MORTGAGE OPPORTUNITIES | P | 2016-08-05 | 2022-04-26 | $6,985 | $7,564 | -$579 | -$579 |
| VANGUARD REAL ESTATE | P | 2018-12-31 | 2022-04-26 | $14,874 | $10,258 | $4,616 | $4,616 |
| XTRACKERS MSCI EAFE HDGDEQY | P | 2015-01-23 | 2022-04-26 | $29,370 | $22,427 | $6,943 | $6,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,548 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,120 | 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 | $7,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,491 | OverpaymentAmt |
| Applied To ES Tax | $2,491 | 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 |
| 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 | $7,336,326 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,551,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,551,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,438,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,629 | TotalTaxAmt |
| Distributable Before Adj | $367,286 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,286 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,286 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,286 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $358,701 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $358,701 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,754 | 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 | $355,532 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLORADO BALLET COMPANY | |||||||
| 1075 SANTA FE DR | DENVER | CO | 80204 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $6,000 |
| COLORADO YOUTH TENNIS FOUNDATION | |||||||
| 3300 EAST BAYAUD SUITE 201 | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $33,345 |
| 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 | $50,000 |
| NATHAN YIP FOUNDATION | |||||||
| 4600 SOUTH ULSTER STREET SUITE 1400 | DENVER | CO | 80237 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,560 |
| 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 | $255,000 |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | |||||||
| 686 SOUTH MONROE WAY | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,605 | 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 | $357 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,548 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,896 | 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 | $67,500 | 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 | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,056,602 | EOYBookValueAmt |
| EOYFMV | $1,913,949 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,798,963 | EOYBookValueAmt |
| EOYFMV | $5,001,821 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $439 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $45,075 | Amt |
| Net Investment Income | $39,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,850 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,627 | $6,627 | $0 |
| FEDERAL TAXES PAID | $10,965 | $0 | $0 |