GOLD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOLD FAMILY FOUNDATION (EIN 85-0418759)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-13
- IRS object ID
- 202343179349103234
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:37:35-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 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 | 2022-07-01 | 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 | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GOLD III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | SARAH J JACKSON CPA | PreparerPersonNm |
| PTIN | P00385332 | 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 | $2,740,034 | 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 | $1,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $829,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,497 | 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 | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,800 | CashBOYAmt |
| Cash EOY | $97,429 | CashEOYAmt |
| Cash EOYFMV | $97,429 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,214,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,155,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,070,306 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $324,829 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $588,762 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $572,299 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,700,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,842,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,740,034 | 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 | $1,695,313 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,837,016 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,695,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,837,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,700,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,842,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,695,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,837,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,837,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 154 SHRS ISHARES | P | 2023-05-12 | $15,322 | $15,280 | $42 | $42 |
| 849 SHRS ISHARES TREASURY BOND | P | 2023-02-10 | $69,011 | $69,421 | -$410 | -$410 |
| PRINCIPAL PREFERRED SECURITIES INST | P | 2022-12-30 | $102,658 | $118,699 | -$16,041 | -$16,041 |
| VANGUARD ST INFLATION PROT SEC INDEX FD | P | 2022-09-16 | $75,113 | $75,684 | -$571 | -$571 |
| 251 SHRS APPLE INC | P | 2022-09-16 | $38,888 | $5,347 | $33,541 | $33,541 |
| 25 SHRS APPLE INC | P | 2023-06-14 | $4,547 | $533 | $4,014 | $4,014 |
| 244 SHRS BALL CORP | P | 2023-01-03 | $12,614 | $23,059 | -$10,445 | -$10,445 |
| 230 SHRS BALL CORP | P | 2023-05-12 | $12,876 | $21,736 | -$8,860 | -$8,860 |
| BARON EMERGING NARKETS INST | P | 2023-06-13 | $2,885 | $3,578 | -$693 | -$693 |
| BLACKROCK INC | P | 2023-02-10 | $11,681 | $11,223 | $458 | $458 |
| BLACKROCK INC | P | 2023-05-12 | $18,207 | $20,342 | -$2,135 | -$2,135 |
| BROADCOM INC | P | 2023-02-10 | $25,844 | $21,676 | $4,168 | $4,168 |
| COCA COLA COMPANY | P | 2023-01-03 | $20,788 | $8,333 | $12,455 | $12,455 |
| GOLDMAN SACHS GROUP INC | P | 2023-01-03 | $9,951 | $11,742 | -$1,791 | -$1,791 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2022-12-08 | $8,255 | $8,255 | $8,255 | |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | P | 2022-12-08 | $12,426 | $12,426 | $12,426 | |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE | P | 2022-12-28 | $128 | $128 | $128 | |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE | P | 2022-12-28 | $57 | $57 | $57 | |
| MAINSTAY CBRE GLOBAL INFRASTRUCTURE | P | 2023-06-13 | $72,640 | $73,521 | -$881 | -$881 |
| MATTHEWS ASIA GROWTH FUND | P | 2022-09-15 | $70,768 | $144,891 | -$74,123 | -$74,123 |
| MEDTRONIC PLC SHS | P | 2023-01-03 | $33,225 | $37,424 | -$4,199 | -$4,199 |
| NUVEEN REAL ESTATE SECS I | P | 2022-10-14 | $1,094 | $1,094 | $1,094 | |
| NUVEEN REAL ESTATE SECS I | P | 2022-10-14 | $267 | $267 | $267 | |
| NUVEEN REAL ESTATE SECS I | P | 2022-12-19 | $1,451 | $1,451 | $1,451 | |
| NUVEEN REAL ESTATE SECS I | P | 2022-12-30 | $24,943 | $34,522 | -$9,579 | -$9,579 |
| NUVEEN REAL ESTATE SECS I | P | 2022-12-30 | $1,403 | $1,403 | $1,403 | |
| PHILLIP MORRIS INTL | P | 2023-02-10 | $12,574 | $5,734 | $6,840 | $6,840 |
| PROCTER GAMBLE CO | P | 2022-09-16 | $13,857 | $5,036 | $8,821 | $8,821 |
| PROCTER GAMBLE CO | P | 2023-02-10 | $22,998 | $8,360 | $14,638 | $14,638 |
| PROCTER GAMBLE CO | P | 2023-05-12 | $35,871 | $11,784 | $24,087 | $24,087 |
| SALESFORCE INC | P | 2023-01-03 | $13,457 | $26,531 | -$13,074 | -$13,074 |
| VISA INC COM | P | 2022-09-16 | $20,155 | $1,907 | $18,248 | $18,248 |
| VISA INC COM | P | 2023-05-12 | $35,024 | $2,870 | $32,154 | $32,154 |
| VISA INC COM | P | 2023-06-14 | $5,148 | $512 | $4,636 | $4,636 |
| CAPITAL GAINS DIVIDENDS | P | $23,720 | $23,720 | $23,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,530 | 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 | $81 | EsPenaltyAmt |
| Tax Due | $1,611 | 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 | $2,407,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,550,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,550,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,512,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,530 | TotalTaxAmt |
| Distributable Before Adj | $124,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,522 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,522 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,128 | 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 | $102,954 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICES | ||||||
| 3201 S TAMARAC DRIVE | DENVER | CO | 80231 | PC | GENERAL PURPOSE | $10,000 |
| KENT DENVER | ||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | PC | GENERAL PURPOSE | $1,650 |
| MACALLESTER FUND | ||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | PC | GENERAL PURPOSE | $15,000 |
| TEMPLE EMMANUEL | ||||||
| 51 GRAPE ST | DENVER | CO | 80220 | PC | GENERAL PURPOSE | $3,500 |
| THE UNIVERSITY OF PA-WHARTON FUND | ||||||
| UNIVERSITY OF PA | PHILADELPHIA | PA | 19104 | PC | GENERAL PURPOSE | $10,000 |
| HALCYON HOUSE | ||||||
| 3400 PROSPECT ST NW | WASHINGTON | DC | 20007 | PC | GENERAL PURPOSE | $25,500 |
| DENVER SCHOLARSHIP FOUNDATION | ||||||
| 789 SHERMAN ST UNIT 610 | DENVER | CO | 80203 | PC | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,650 | 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 | $1,078 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,101 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,497 | 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 | $3,350 | Amt |
| Net Investment Income | $3,350 | 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 | $588,762 | EOYBookValueAmt |
| EOYFMV | $572,299 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK STOCK | StockNm |
| EOY Book Value | $1,155,825 | EOYBookValueAmt |
| EOYFMV | $2,070,306 | 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 | $101 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $101 | 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 | $20,846 | Amt |
| Net Investment Income | $20,846 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $127 | $127 | $0 |
| EXCISE TAXES | $1,720 | $0 | $0 |