LEDERER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEDERER FOUNDATION (EIN 13-6108527)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202131329349102293
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T15:30:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840960772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSBERY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 WALNUT STREET SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803025335 | 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 | 136108527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDE | BusinessNameControlTxt |
| Phone | 3033224333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1690 GLEN DEE DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN LEDERER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3033224333 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | LEDERER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA EKREM VOGEL | PreparerPersonNm |
| PTIN | P00349873 | PTIN |
| Phone | 3034442240 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
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 | $752,622 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,011 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,434 | 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 | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,911 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,829 | CashBOYAmt |
| Cash EOY | $40,853 | CashEOYAmt |
| Cash EOYFMV | $40,853 | CashEOYFMVAmt |
| Corporate Stock BOY | $551,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $470,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $578,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $511,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $752,622 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $420 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $420 | 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 | $578,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $511,223 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $578,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $511,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $578,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $511,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $578,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $511,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $511,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM SALES - CHARLES SCHWAB | P | $125,456 | $131,619 | -$6,163 | -$6,163 |
| LONG TERM SALES - CHARLES SCHWAB | P | $63,149 | $56,841 | $6,308 | $6,308 |
| SHORT TERM SALES - FOLIO | P | $40,790 | $42,666 | -$1,876 | -$1,876 |
| LONG TERM SALES - FOLIO | P | $83,154 | $76,127 | $7,027 | $7,027 |
| DOMINI IMPACT EQUITY INVESTOR | P | $19,000 | $9,437 | $9,563 | $9,563 |
| GATEWAY Y | P | $19,000 | $13,353 | $5,647 | $5,647 |
| TRILLIUM ESG GLOBAL EQUITY FUND | P | $32,602 | $17,433 | $15,169 | $15,169 |
| CAPITAL GAINS DIVIDENDS | P | $8,336 | $8,336 | $8,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $634 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $634 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36 | 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 | $36 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $606 | 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 | NY | 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 | ANN LEDERER | IndividualWithBooksNm |
| Phone | 3033224333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1690 GLEN DEE DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ANN LEDERER | ||||||||
| 1690 GLEN DEE DR | LAKEWOOD | CO | 80215 | PRES | 10.00 | $0 | $0 | $0 |
| ROBERT HICKLER | ||||||||
| 1690 GLEN DEE DR | LAKEWOOD | CO | 80215 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELAINE GRANATA | ||||||||
| 2071 GRAPE ST | DENVER | CO | 80207 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MEKAYLA BEAVER | ||||||||
| 795 HARTFORD DR | BOULDER | CO | 80305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GREGORY BROWN | ||||||||
| 795 HARTFORD DR | BOULDER | CO | 80305 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $682,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $732,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $732,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $721,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $634 | TotalTaxAmt |
| Distributable Before Adj | $35,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $112,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,972 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,837 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,566 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $380,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,147 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $458,053 | 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 | $33,972 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $424,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,007 | ExcessFromYear4Amt |
| Excess From Year3 | $109,524 | ExcessFromYear3Amt |
| Excess From Year2 | $80,837 | ExcessFromYear2Amt |
| Excess From Year1 | $99,566 | ExcessFromYear1Amt |
| Excess From Current Year | $77,147 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN LEDERER | ContributingManagerNm |
| Contributing Manager | ROBERT HICKLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| BRENNAN CENTER FOR JUSTICE | ||||||||
| 161 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10013 | NONE | 501(C)(3) | CHARITABLE | $10,000 | FLOOR |
| CENTER FOR MEDIA JUSTICE | ||||||||
| 436 14TH ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| CHINOOK FUND | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| COLORADO CENTER ON LAW AND POLICY | ||||||||
| 789 SHERMAN ST | DENVER | CO | 80203 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| COLORADO CRIMINAL JUSTICE REFORM | ||||||||
| 1212 MARIPOSA ST | DENVER | CO | 80204 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| CONSERVATION COLORADO | ||||||||
| 1536 WYNKOOP ST 510 | DENVER | CO | 80202 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| FUTURES WITHOUT VIOLENCE | ||||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| GLOBAL FUND FOR WOMEN | ||||||||
| 800 MARKET ST | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| HUNGER FREE COLORADO | ||||||||
| 1355 S COLORADO BLVD | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| LATINO COMMUNITY FOUNDATION OF COLORADO | ||||||||
| 2250 S ONEIDA ST | DENVER | CO | 80224 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| MEDIA MATTERS | ||||||||
| PO BOX 52155 | WASHINGTON | DC | 20091 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| MOVEMENT VOTER FUND | ||||||||
| 436 14TH ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| NEW ERA COLORADO | ||||||||
| PO BOX 181153 | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| PROTECT DEMOCRACY PROJECT | ||||||||
| 2020 PENNSYLVANIA AVE NW STE 163 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITABLE | $10,000 | |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | ||||||||
| 7301 FEDERAL BLVD | WESTMINSTER | CO | 80030 | NONE | 501(C)(3) | CHARITABLE | $3,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | CHARITABLE | $5,000 | |
| UNITED FOR A FAIR ECONOMY | ||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NONE | 501(C)(3) | CHARITABLE | $2,500 | |
| URGENT ACTION FUND | ||||||||
| 2301 MISSION ST STE 105 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| WOMEN DONORS NETWORK | ||||||||
| PO BOX 2930 | SAN FRANCISCO | CA | 94126 | NONE | 501(C)(3) | CHARITABLE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,434 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,434 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $273,352 | $366,936 |
| FIRST AFFIRMATIVE | $197,438 | $344,833 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $7,911 | $7,911 | $0 |
| POSTAGE | $15 | $0 | $0 |
| BANK FEE | $24 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 DIVIDEND ADJ. - SCHWAB | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $420 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE | $100 | $0 | $100 |
| FOREIGN TAXES | $210 | $210 | $0 |