BARDSLEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349102292
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T16:28:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 3037811078 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037811078 | PhoneNum |
| Signature | 2021-05-11 | 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 |
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 | 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 | $7,735,001 | 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 | $62,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $889,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,795 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $332,365 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,865 | 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 | $40,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,070 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $341,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $341,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $392,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,269 | CashBOYAmt |
| Cash EOY | $70,382 | CashEOYAmt |
| Cash EOYFMV | $70,382 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,686,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,015,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,735,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,073,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,800,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,929,256 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,940,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,886,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,735,001 | 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 | $5,940,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,886,356 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,940,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,886,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,940,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,886,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,940,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,716 | OtherIncreasesAmt |
| Subtotal | $5,886,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,886,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO INCM INST CL. PIMIX | P | 2020-01-13 | 2020-03-02 | $14,985 | $15,134 | -$149 | -$149 |
| PIMCO REAL RETURN FUND INSTL CL | P | 2020-03-18 | $2,803 | $2,968 | -$165 | -$165 | |
| PIMCO REAL RETURN FUND INSTL CL | P | 2020-06-05 | $587 | $582 | $5 | $5 | |
| VANGUARD INTERM TERM INVESMENT GRADE ADMIRAL | P | 2020-02-28 | 2020-03-02 | $1,152 | $1,153 | -$1 | -$1 |
| VANGUARD INTERM TERM INVESMENT GRADE ADMIRAL | P | 2020-03-18 | $49,985 | $52,130 | -$2,145 | -$2,145 | |
| VANGUARD SHORT TERM INVESMENT GRADE ADMIRAL | P | 2020-01-14 | 2020-03-18 | $29,985 | $30,754 | -$769 | -$769 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-03-06 | 2020-03-18 | $454 | $454 | $0 | $0 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-01-13 | 2020-06-08 | $15,275 | $14,966 | $309 | $309 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-01-22 | 2020-06-08 | $28 | $27 | $1 | $1 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-01-22 | 2020-06-08 | $3,139 | $3,080 | $59 | $59 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-01-22 | 2020-06-08 | $9,562 | $9,382 | $180 | $180 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-02-07 | 2020-06-08 | $482 | $474 | $8 | $8 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-04-07 | 2020-06-08 | $289 | $289 | $0 | $0 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-05-07 | 2020-06-08 | $255 | $256 | -$1 | -$1 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2020-06-05 | 2020-06-08 | $224 | $224 | $0 | $0 |
| DFA US LARGE CAP VALUE I | P | 2018-11-13 | 2020-08-31 | $19,985 | $23,034 | -$3,049 | -$3,049 |
| ISHARES CORE MSCI EMERGING | P | 2015-07-21 | 2020-08-31 | $9,777 | $8,620 | $1,157 | $1,157 |
| ISHARES CORE S&P 500 | P | 2009-03-17 | 2020-08-31 | $81,669 | $17,848 | $63,821 | $63,821 |
| ISHARES CORE S&P 500 | P | 2018-02-16 | 2020-08-31 | $38,370 | $30,057 | $8,313 | $8,313 |
| PIMCO MORTGAGE OPPTY & BOND TRUST | P | 2013-05-21 | 2020-03-02 | $39,985 | $40,991 | -$1,006 | -$1,006 |
| PIMCO REAL RETURN FUND INSTL CL | P | 2020-03-02 | $24,985 | $23,109 | $1,876 | $1,876 | |
| PIMCO REAL RETURN FUND INSTL CL | P | 2019-02-05 | 2020-03-18 | $17,182 | $17,445 | -$263 | -$263 |
| PIMCO REAL RETURN FUND INSTL CL | P | 2020-06-05 | $113,776 | $102,899 | $10,877 | $10,877 | |
| VANGUARD INTERM TERM INVESMENT GRADE ADMIRAL | P | 2020-03-02 | $108,833 | $99,389 | $9,444 | $9,444 | |
| VANGUARD SHORT TERM INVESMENT GRADE ADMIRAL | P | 2020-03-02 | $44,985 | $44,770 | $215 | $215 | |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-03-02 | $34,973 | $34,136 | $837 | $837 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-03-18 | $29,563 | $28,648 | $915 | $915 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $291 | $281 | $10 | $10 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $6,209 | $6,010 | $199 | $199 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $6,209 | $6,010 | $199 | $199 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $6,500 | $6,290 | $210 | $210 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $8,445 | $8,172 | $273 | $273 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $10,183 | $9,855 | $328 | $328 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $10,183 | $9,855 | $328 | $328 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $17,242 | $16,686 | $556 | $556 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $20,014 | $19,369 | $645 | $645 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $24,837 | $24,039 | $798 | $798 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $24,837 | $24,039 | $798 | $798 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $30,756 | $29,765 | $991 | $991 |
| VANGUARD SHORT TERM TREASURY ETF | P | 2018-12-31 | 2020-06-08 | $30,838 | $29,847 | $991 | $991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | 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 | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,197 | OverpaymentAmt |
| Applied To ES Tax | $1,197 | 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 | $6,767,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,824,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,824,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,721,960 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,203 | TotalTaxAmt |
| Distributable Before Adj | $332,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $332,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $332,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,120 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $351,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $351,120 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $332,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $342,197 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $342,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,923 | 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 | $323,972 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COLORADO YOUTH TENNIS FOUNDATION | |||||||||||
| 3300 EAST BAYAUD SUITE 201 | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $19,000 | ||||
| CORNELL COLLEGE | |||||||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $50,000 | ||||
| KENT DENVER | |||||||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $198,000 | ||||
| NATHAN YIP FOUNDATION | |||||||||||
| 4600 SOUTH ULSTER STREET SUITE 1400 | DENVER | CO | 80237 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,800 | ||||
| TENNYSON CENTER FOR CHILDREN | |||||||||||
| 2950 TENNYSON STREET | DENVER | CO | 80212 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $27,500 | ||||
| DEMVER PUBLIC SCHOOLS FOUNDATION | |||||||||||
| 1860 LINCOLN ST 10TH FLOOR | DENVER | CO | 80203 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,000 | ||||
| DENVER DUMB FRIENDS LEAGUE | |||||||||||
| 2080 S QUEBEC ST | ENGLEWOOD | CO | 80231 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 | ||||
| GUAM NATIONAL TENNIS FEDERATION | |||||||||||
| NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 | PO BOX 2312 | HAGATNA | GQ | 96932 | ||||
| ST ANNE'S EPISCOPAL SCHOOL | |||||||||||
| 2701 S YORK ST | DENVER | CO | 80210 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $250 | ||||
| COLORADO BALLET COMPANY | |||||||||||
| 1075 SANTA FE DR | DENVER | CO | 80204 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $500 | ||||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||||
| 1800 N GRANT ST SUITE 725 | DENVER | CO | 80203 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $25,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $341,050 | 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 | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $269,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,865 | 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 | $62,500 | 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 | $1,800,427 | EOYBookValueAmt |
| EOYFMV | $1,929,256 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $4,015,547 | EOYBookValueAmt |
| EOYFMV | $5,735,363 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $5,716 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $40,321 | Amt |
| Net Investment Income | $34,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,070 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,179 | $5,179 | $0 |
| FEDERAL TAXES PAID | $1,554 | $0 | $0 |