R L C FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- R L C FOUNDATION (EIN 74-2139793)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-01
- IRS object ID
- 202230919349100313
- Schema version
- 2020v4.1
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-01T13:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742139793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IA RLC FOUNDATION 15055200 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RLCF | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 EAST CEDAR AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEVRA OCHS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-04-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,233,090 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $333,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,879,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $333,653 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,267 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $427,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,928 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,964 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,964 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $478,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,906 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,586,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,058,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,192,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,700,991 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,489 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $470,820 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $154,767 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $377,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $378,941 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,920,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,079,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,233,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,920,992 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,079,619 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,920,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,079,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,920,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,079,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,920,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344 | OtherIncreasesAmt |
| Subtotal | $4,079,759 | SubtotalAmt |
| Other Decreases | $140 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,079,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 265. VIATRIS INC | 2019-09-13 | 2020-12-08 | $4,708 | $4,258 | $450 | $450 | |
| 31. AT & T INC | 2019-09-13 | 2021-01-21 | $891 | $1,180 | -$289 | -$289 | |
| 25. AMAZON COM INC | 2019-09-13 | 2021-01-21 | $82,543 | $45,984 | $36,559 | $36,559 | |
| 543. APPLE COMPUTER INC | 2019-09-13 | 2021-01-21 | $74,444 | $29,802 | $44,642 | $44,642 | |
| 149. BLACKROCK INC | 2019-09-13 | 2021-01-21 | $110,869 | $65,794 | $45,075 | $45,075 | |
| 472. BRISTOL-MYERS SQUIBB CO | 2019-09-13 | 2021-01-21 | $30,270 | $23,352 | $6,918 | $6,918 | |
| 830. CVS CORPORATION | 2019-09-13 | 2021-01-21 | $61,464 | $53,240 | $8,224 | $8,224 | |
| 93. DISNEY WALT HOLDING CO | 2019-09-13 | 2021-01-21 | $15,955 | $12,840 | $3,115 | $3,115 | |
| 581. DOMINION RES INC | 2019-09-13 | 2021-01-21 | $41,756 | $43,766 | -$2,010 | -$2,010 | |
| 282. DUKE ENERGY HLDG CORP | 2019-09-13 | 2021-01-21 | $25,492 | $26,494 | -$1,002 | -$1,002 | |
| 705. EMERSON ELECTRIC CO | 2019-09-13 | 2021-01-21 | $59,557 | $46,350 | $13,207 | $13,207 | |
| 132. FACEBOOK INC - A SHS | 2019-09-13 | 2021-01-21 | $36,042 | $24,702 | $11,340 | $11,340 | |
| 212. INTERNATIONAL BUSINESS MACHINES CORP | 2019-09-13 | 2021-01-21 | $27,992 | $29,731 | -$1,739 | -$1,739 | |
| 4466. KINDER MORGAN INC | 2019-09-13 | 2021-01-21 | $67,982 | $90,972 | -$22,990 | -$22,990 | |
| 260. MERCK & CO INC | 2019-09-13 | 2021-01-21 | $21,159 | $21,493 | -$334 | -$334 | |
| 176. MICROSOFT CORP | 2019-09-13 | 2021-01-21 | $39,751 | $24,181 | $15,570 | $15,570 | |
| 564. OMNICOM GROUP | 2019-09-13 | 2021-01-21 | $35,610 | $45,320 | -$9,710 | -$9,710 | |
| 372. PAYCHEX INC | 2019-09-13 | 2021-01-21 | $32,595 | $30,387 | $2,208 | $2,208 | |
| 1837. PFIZER INC | 2019-09-13 | 2021-01-21 | $66,902 | $63,966 | $2,936 | $2,936 | |
| 386. PRICE T ROWE GROUP INC | 2019-09-13 | 2021-01-21 | $60,659 | $45,889 | $14,770 | $14,770 | |
| 221. RAYTHEON TECHNOLOGIES CORP | 2019-09-13 | 2021-01-21 | $15,079 | $17,722 | -$2,643 | -$2,643 | |
| 760. SOUTHERN CO | 2019-09-13 | 2021-01-21 | $45,600 | $41,294 | $4,306 | $4,306 | |
| 276. TARGET CORP | 2019-09-13 | 2021-01-21 | $52,888 | $29,804 | $23,084 | $23,084 | |
| 1152. TRUIST FINANCIAL CORP | 2019-09-13 | 2021-01-21 | $59,074 | $61,490 | -$2,416 | -$2,416 | |
| 818. US BANCORP | 2019-09-13 | 2021-01-21 | $37,445 | $45,877 | -$8,432 | -$8,432 | |
| 363. VALERO ENERGY CORP | 2019-09-13 | 2021-01-21 | $21,447 | $31,056 | -$9,609 | -$9,609 | |
| 1028. VENTAS INC | 2019-12-27 | 2021-01-21 | $49,713 | $68,463 | -$18,750 | -$18,750 | |
| 867. VERIZON COMMUNICATIONS | 2019-09-13 | 2021-01-21 | $49,705 | $51,892 | -$2,187 | -$2,187 | |
| 328. WAL MART STORES INC | 2019-09-13 | 2021-01-21 | $47,481 | $38,496 | $8,985 | $8,985 | |
| 446. WALGREENS BOOTS ALLIANCE | 2020-06-09 | 2021-01-21 | $20,935 | $20,230 | $705 | $705 | |
| 410. WELLTOWER INC | 2019-12-27 | 2021-01-21 | $25,333 | $33,131 | -$7,798 | -$7,798 | |
| 10. ALPHABET INC | 2019-09-13 | 2021-01-22 | $18,978 | $12,359 | $6,619 | $6,619 | |
| 1646.254 VANGUARD S/C VAL INDX-ADM | 2008-10-23 | 2021-01-27 | $104,142 | $28,877 | $75,265 | $75,265 | |
| 62. APPLE COMPUTER INC | 2019-09-13 | 2021-04-09 | $8,214 | $3,403 | $4,811 | $4,811 | |
| 19. BROADCOM INC | 2021-01-21 | 2021-04-09 | $9,174 | $8,874 | $300 | $300 | |
| 311. BROWN FORMAN CORPORATION CLASS B | 2021-01-21 | 2021-04-09 | $22,054 | $22,743 | -$689 | -$689 | |
| 287. MERCK & CO INC | 2019-09-13 | 2021-04-09 | $21,849 | $23,725 | -$1,876 | -$1,876 | |
| 49. TARGET CORP | 2019-09-13 | 2021-04-09 | $10,042 | $5,291 | $4,751 | $4,751 | |
| 4213.483 DODGE & COX INCOME FUND | 2020-11-12 | 2021-04-30 | $60,084 | $62,440 | -$2,356 | -$2,356 | |
| 500. ISHARES TR | 2009-10-22 | 2021-04-30 | $112,921 | $30,149 | $82,772 | $82,772 | |
| 66. ACCENTURE PLC - CL A | 2021-01-21 | 2021-05-05 | $19,113 | $17,074 | $2,039 | $2,039 | |
| 134. ECOLAB INC | 2021-01-21 | 2021-07-07 | $28,264 | $28,730 | -$466 | -$466 | |
| 43. HOME DEPOT INC | 2021-01-21 | 2021-07-07 | $13,905 | $12,047 | $1,858 | $1,858 | |
| 97. BOEING CO | 2021-01-21 | 2021-09-14 | $20,469 | $20,143 | $326 | $326 | |
| 50000. TOYOTA MOTOR CREDIT CORP DTD 9/15/2011 3.400% SER MTN 9/15/2021 | 2015-09-11 | 2021-09-15 | $50,000 | $50,000 | |||
| 108. FACEBOOK INC - A SHS | 2019-09-13 | 2021-10-06 | $35,918 | $20,210 | $15,708 | $15,708 | |
| 761. AT & T INC | 2019-09-13 | 2021-11-10 | $18,994 | $28,372 | -$9,378 | -$9,378 | |
| 62. KYNDRYL HOLDINGS INC | 2021-10-06 | 2021-11-10 | $1,346 | $2,030 | -$684 | -$684 | |
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $333,653 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,783 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,783 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,703 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEVRA OCHS | ||||||
| 255 E CEDAR AVE | DENVER | CO | 80237 | PRESIDENT | 1 | $0 |
| STANLEY D COHEN | ||||||
| 27 FOXTAIL CIR | ENGLEWOOD | CO | 80113 | VICE PRES. / SECRE | 1 | $0 |
| FRANK R COHEN | ||||||
| 100 DETROIT ST 405 | DENVER | CO | 80206 | TREASURER | 1 | $0 |
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64103 | TRUSTEE | 2 | $17,928 |
| 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 |
| 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 | $4,772,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,000,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,000,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,925,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,783 | TotalTaxAmt |
| Distributable Before Adj | $240,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,764 | 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 | $259,764 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $259,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,353 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $206,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,292 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $225,518 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $225,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,934 | ExcessFromYear4Amt |
| Excess From Year3 | $12,353 | ExcessFromYear3Amt |
| Excess From Year2 | $88,752 | ExcessFromYear2Amt |
| Excess From Year1 | $99,187 | ExcessFromYear1Amt |
| Excess From Current Year | $19,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rlc Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 E CEDAR AVENUE | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,878 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $333,653 | 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 | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $427,798 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $427,798 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACQUSITION LOT ADJUSTMENT | Desc |
| Amt | $140 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| CORPROATE ACTION ADJUSTMENT | $1,289 |
| BOND PREMIUM AMORTIZATION REVERSE | $54 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $540 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $711 | $711 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $396 | $396 | $0 |