NORWOOD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORWOOD FOUNDATION (EIN 01-0705471)
- Tax period
- 2019-03-01 to 2020-02-29
- Filed
- 2021-01-14
- IRS object ID
- 202100149349100700
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-14T09:09:27-06:00 | ReturnTs |
| Tax Period End | 2020-02-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840884124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BiggsKofford PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 Southpointe Court Suite 200 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010705471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norwood Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 7195932600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 222 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dave Jenkins | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7195932600 | PhoneNum |
| Signature | 2021-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory L Gandy CPA | PreparerPersonNm |
| PTIN | P00294661 | PTIN |
| Phone | 7195799090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $22,798,218 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $198,681 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198,681 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $198,681 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $318,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,167 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $318,167 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $602,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $602,720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $516,848 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $500,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $602,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $516,848 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,877 | CashBOYAmt |
| Cash EOY | $6,430,337 | CashEOYAmt |
| Cash EOYFMV | $6,430,337 | CashEOYFMVAmt |
| Acct Rcvbl | $15,214 | AcctRcvblAmt |
| Acct Rcvbl EOY | $15,214 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $15,214 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,204,089 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,204,089 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,204,089 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,012,358 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $2,012,358 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,012,358 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,887,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,694,277 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,136,220 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,136,220 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,591,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,798,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,798,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $157 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $157 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,589,403 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,798,061 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,589,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,798,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,591,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,798,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,589,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106,541 | OtherIncreasesAmt |
| Subtotal | $22,798,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,798,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Short-Term Gain | P | 2019-01-01 | 2019-12-31 | $71,660 | $71,660 | $71,660 |
| Long-Term Gain | P | 2018-01-01 | 2019-12-31 | $14,212 | $14,212 | $14,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,872 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,660 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,149,707 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,236,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086861 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,331,077 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $176,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 7.536944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $929,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,700 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 40.959031 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,201,321 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 267.138314 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $676,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 202.544148 | DistributionYr5Rt |
| Total Distribution | 518.265298 | TotalDistributionRt |
| Average Distribution | 103.653060 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,280,140 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,102,098,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,102,104,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,754 | 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 | Christopher S Jenkins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195932600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Tejon Street Suite 222 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| David D Jenkins | ||||||||
| PO Box 792 | Manitou Springs | CO | 80829 | President | 1.00 | $0 | $0 | $0 |
| Carolyn S Jenkins | ||||||||
| PO Box 792 | Manitou Springs | CO | 80829 | Vice President | 1.00 | $0 | $0 | $0 |
| Christopher S Jenkins | ||||||||
| PO Box 792 | Manitou Springs | CO | 80829 | Sec/Treas | 1.00 | $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 | $13,649,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,939,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,588,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,588,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,280,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,014,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,014,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,054 | TotalTaxAmt |
| Distributable Before Adj | $1,001,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,001,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,001,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $382,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,001,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $676,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,201,096 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $928,635 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,332,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $495,224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,634,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $619,403 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $619,403 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,014,702 | 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 | $57,297 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,957,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,201,096 | ExcessFromYear4Amt |
| Excess From Year3 | $928,635 | ExcessFromYear3Amt |
| Excess From Year2 | $1,332,450 | ExcessFromYear2Amt |
| Excess From Year1 | $495,224 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carolyn S Jenkins | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher S Jenkins | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 792 | AddressLine1Txt |
| City | Manitou Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195932600 | RecipientPhoneNum |
| Form And Info And Materials | See attached application form required for scholarships. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Individuals pursuing a college education must be a high school graduate. Individuals seeking trade or vocational skills need not be a high school graduate, but must comply with the admission requirements of the training institution. In addition the Foundation will support organizations and activities that pursue religious, charitable, scientific, literary or educational purposes and for the prevention of cruelty to children. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alpine Autism Center | ||||||
| 2760 Fieldstone Road | Colorado Springs | CO | 80919 | PC | General Purpose | $500 |
| Angel Eyes | ||||||
| 425 South Cherry Street Suite 860 | Denver | CO | 80246 | PC | General Purpose | $500 |
| Cheyenne Mountain Heritage Center | ||||||
| PO Box 38971 | Colorado Springs | CO | 80937 | PC | General Purpose | $500 |
| Colorado Springs Children's Chorale | ||||||
| PO Box 7841 | Colorado Springs | CO | 80933 | PC | General Purpose | $5,000 |
| Colorado Springs Youth Symphony Association | ||||||
| 4575 Galley Road Suite 300E | Colorado Springs | CO | 80915 | PC | General Purpose | $1,000 |
| Compassion International | ||||||
| 12290 Voyager Way | Colorado Springs | CO | 80921 | PC | General Purpose | $300 |
| Creekside Coalition | ||||||
| PO Box 3975 | Centennial | CO | 80161 | PC | General Purpose | $1,000 |
| Cystic Fibrosis Foundation | ||||||
| 4550 Montgomery Ave Suite 1100N | Bethesda | MD | 20814 | PC | General Purpose | $10,000 |
| Educational Communications of Colorado Springs | ||||||
| 1665 Briargate Blvd Suite 100 | Colorado Springs | CO | 80920 | PC | General Purpose | $2,500 |
| First Presbyterian Church | ||||||
| 219 E Bijou Street | Colorado Springs | CO | 80903 | PC | General Purpose | $35,000 |
| Flume Foundation | ||||||
| 378 S Corona Street | Denver | CO | 80209 | PC | General Purpose | $1,000 |
| Fountain Chamber of Commerce | ||||||
| 116 S Main Street | Colorado Springs | CO | 80911 | PC | Generla Purpose | $7,000 |
| Girl Scouts of Colorado | ||||||
| 3801 E Florida Ave Suite 720 | Denver | CO | 80210 | PC | General Purpose | $3,500 |
| Gold Buckle Ministries | ||||||
| 15550 Ruseel Drive | Peyton | CO | 80831 | PC | General Purpose | $2,500 |
| Hillsdale College | ||||||
| 33 East College Street | Hillsdale | MI | 49242 | PC | General Purpose | $3,000 |
| Isabelle Karla | ||||||
| PO Box 792 | Manitou Springs | CO | 80829 | PC | General Purpose | $1,000 |
| Judi's House - Jag Institute | ||||||
| 1741 Gaylord Street | Denver | CO | 80206 | PC | General Purpose | $10,000 |
| National Cybersecurity Center | ||||||
| 3650 N Nevada Avenue | Colorado Springs | CO | 80907 | PC | General Purpose | $5,000 |
| Operation Deploy Your Dress | ||||||
| 3739 30th Place | Arlington | VA | 22207 | PC | General Purpose | $1,000 |
| Pikes Peak or Bust Rodeo Foundation | ||||||
| 10 Lake Circle | Colorado Springs | CO | 80906 | PC | General Purpose | $5,000 |
| Pikes Peak Range Riders Foundation | ||||||
| PO Box 758 | Colorado Springs | CO | 80901 | PC | General Purpose | $5,500 |
| Pikes Peak Regional Airshow | ||||||
| 2049 Aviation Way | Colorado Springs | CO | 80916 | PC | General Purpose | $2,500 |
| Project Angel Heart | ||||||
| 1625 West Uintah Street Suite I | Colorado Springs | CO | 80904 | PC | General Purpose | $5,000 |
| Ride for the Brand | ||||||
| 25 N Cascade Ave Suite 100 | Colorado Springs | CO | 80903 | PC | General Purpose | $2,500 |
| Sigma Phi Epsilon Educational Foundation | ||||||
| 310 South Arthur Ash Boulevard | Richmond | VA | 23220 | PC | General Purpose | $50,000 |
| StableStrides | ||||||
| 13620 Halleluiah Trail | Elbert | CO | 80106 | PC | General Purpose | $6,000 |
| The First Tee | ||||||
| 525 North Academy Blvd | Colorado Springs | CO | 80909 | PC | General Purpose | $250 |
| The Outreach Foundation | ||||||
| 381 Riverside Drive Suite 110 | Franklin | TN | 37064 | PC | General Purpose | $100,000 |
| Touch of Love International | ||||||
| 5785 N Union Boulevard | Colorado Springs | CO | 80918 | PC | General Purpose | $5,000 |
| Tulsa Community Foundation | ||||||
| 7030 South Yale Avenue Suite 600 | Tulsa | OK | 74136 | PC | General Purpose | $500 |
| ULI Foundation | ||||||
| 2001 L Street NW Suite 200 | Washington | DC | 20036 | PC | General Purpose | $10,000 |
| Young Life | ||||||
| PO Box 520 | Colorado Springs | CO | 80901 | PC | General Purpose | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,550 | 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) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $198,681 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $318,167 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $85,872 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $602,720 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $602,720 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Account | Desc |
| BOY Book Value | $12,694,277 | BOYBookValueAmt |
| EOY Book Value | $13,136,220 | EOYBookValueAmt |
| EOYFMV | $13,136,220 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Operating Expenses | $86,913 | $0 | $0 | $0 |
| Foreign Tax Paid | $15,742 | $0 | $0 | $0 |
| Insurance | $244 | $0 | $0 | $0 |
| Title and Recording | $2,626 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Return of Capital | Desc |
| Amt | $106,541 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax Paid | CategoryTxt |
| Amt | $12,528 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |