R L C FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- R L C FOUNDATION (EIN 74-2139793)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-06-30
- IRS object ID
- 202131819349100413
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T21:00:05-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 150552 | 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 | 2021-06-30 | 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 | 2021-06-30 | PreparationDt |
| 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 | $4,712,340 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $98,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,502,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,051 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $121,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,034 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,603 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,302 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,302 | 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 | $17,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $974 | 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 | $34,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $334,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $478,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $478,885 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,660,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,586,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,868,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,615,743 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,700,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,208,548 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $699,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $154,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,134,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,920,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,712,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,134,053 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,920,992 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,134,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,920,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,134,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,920,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,134,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6 | OtherIncreasesAmt |
| Subtotal | $3,920,992 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,920,992 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 52. APPLE COMPUTER INC | 2019-09-13 | 2019-12-27 | $15,095 | $11,416 | $3,679 | $3,679 | |
| 24. BLACKROCK INC | 2019-09-13 | 2019-12-27 | $12,069 | $10,598 | $1,471 | $1,471 | |
| 141. BRISTOL-MYERS SQUIBB CO | 2019-09-13 | 2019-12-27 | $9,039 | $6,976 | $2,063 | $2,063 | |
| 121. CVS CORPORATION | 2019-09-13 | 2019-12-27 | $9,006 | $7,762 | $1,244 | $1,244 | |
| 82. DISNEY WALT HOLDING CO | 2009-10-23 | 2019-12-27 | $11,958 | $2,430 | $9,528 | $9,528 | |
| 25896.414 J P MORGAN MANAGED INCOME FUND I | 2019-09-13 | 2019-12-27 | $260,000 | $260,000 | |||
| 95. MICROSOFT CORP | 2019-09-13 | 2019-12-27 | $15,107 | $13,053 | $2,054 | $2,054 | |
| 305. PFIZER INC | 2019-09-13 | 2019-12-27 | $11,979 | $11,727 | $252 | $252 | |
| 93. TARGET CORP | 2019-09-13 | 2019-12-27 | $12,007 | $10,043 | $1,964 | $1,964 | |
| 512.505 VANGUARD MID-CAP INDEX - I | 2018-01-19 | 2019-12-27 | $24,969 | $22,009 | $2,960 | $2,960 | |
| 382.497 VANGUARD SMALL-CAP VAL INDEX - I | 2008-10-23 | 2020-01-10 | $12,454 | $3,751 | $8,703 | $8,703 | |
| 508.544 VANGUARD MID-CAP INDEX - I | 2017-12-01 | 2020-01-10 | $24,959 | $19,693 | $5,266 | $5,266 | |
| 161.919 VANGUARD SMALL CAP INDEX FUND INST'L. CL | 2009-03-19 | 2020-01-10 | $12,848 | $3,850 | $8,998 | $8,998 | |
| 7127.584 DODGE & COX INCOME FUND | 2019-12-27 | 2020-03-16 | $99,073 | $100,071 | -$998 | -$998 | |
| 9372.071 DOUBLELINE TOTAL RETURN BOND FUND CL I | 2019-12-27 | 2020-03-16 | $101,500 | $100,094 | $1,406 | $1,406 | |
| 43755.327 J P MORGAN MANAGED INCOME FUND I | 2019-09-13 | 2020-03-16 | $437,991 | $439,303 | -$1,312 | -$1,312 | |
| 6717.045 METWEST UNCONSTRAINED BOND FUND CLASS I | 2019-12-27 | 2020-03-16 | $77,179 | $80,067 | -$2,888 | -$2,888 | |
| .5 OTIS WORLDWIDE CORP | 2019-09-13 | 2020-04-03 | $24 | $35 | -$11 | -$11 | |
| 221. CARRIER GLOBAL CORP | 2019-09-13 | 2020-04-20 | $3,172 | $5,091 | -$1,919 | -$1,919 | |
| 984. ISHARES MSCI EAFE SMALL CAP INDEX FUND | 2019-09-13 | 2020-04-20 | $46,013 | $56,772 | -$10,759 | -$10,759 | |
| 124. ISHARES MSCI EAFE SMALL CAP INDEX FUND | 2009-10-20 | 2020-04-20 | $5,798 | $4,710 | $1,088 | $1,088 | |
| 1296. ISHARES CORE MSCI EMERGING MARKETS | 2019-09-13 | 2020-04-20 | $55,216 | $65,761 | -$10,545 | -$10,545 | |
| 110. OTIS WORLDWIDE CORP | 2019-09-13 | 2020-04-20 | $4,990 | $7,730 | -$2,740 | -$2,740 | |
| 170. VANGUARD MID-CAP GROWTH INDEX FUND | 2019-09-13 | 2020-04-20 | $24,083 | $25,419 | -$1,336 | -$1,336 | |
| 1274.822 VANGUARD SMALL CAP VALUE INDEX ADMIRAL | 2008-10-23 | 2020-04-21 | $49,540 | $22,361 | $27,179 | $27,179 | |
| 2668. DEVELOPED MARKETS INDEX FUND ADMIRAL CL | 2019-09-13 | 2020-04-21 | $29,028 | $35,778 | -$6,750 | -$6,750 | |
| 50000. QUALCOMM INC DTD 5/20/2015 2.250% 5/20/2020 | 2015-11-03 | 2020-05-20 | $50,000 | $49,653 | $347 | $347 | |
| 144. BOEING CO | 2019-12-27 | 2020-06-09 | $32,095 | $52,600 | -$20,505 | -$20,505 | |
| 22. BOEING CO | 2009-10-23 | 2020-06-09 | $4,903 | $1,102 | $3,801 | $3,801 | |
| 50000. EBAY INC DTD 10/28/2010 3.250% 10/15/2020 | 2014-12-11 | 2020-07-23 | $50,000 | $50,000 | |||
| .653 VIATRIS INC | 2019-09-13 | 2020-11-17 | $10 | $10 | |||
| CAPITAL GAIN DIVIDENDS | $811 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $284,753 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,333,504 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06571 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $231,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,493,147 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051467 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $227,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,331,659 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,126,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $248,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,376,287 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05678 | DistributionYr5Rt |
| Total Distribution | 0.280911 | TotalDistributionRt |
| Average Distribution | 0.056182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,219,867 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $237,081 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,078 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $238,159 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $309,102 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,262 | OverpaymentAmt |
| Applied To ES Tax | $540 | AppliedToESTaxAmt |
| Refund | $8,722 | 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 | $16,603 |
| 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 | $3,702,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $581,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,284,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,284,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,219,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,078 | TotalTaxAmt |
| Distributable Before Adj | $209,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,102 | 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 | $309,102 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,078 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $308,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,934 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,353 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,752 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,187 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,226 | 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 | $206,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $5,934 | ExcessFromYear3Amt |
| Excess From Year2 | $12,353 | ExcessFromYear2Amt |
| Excess From Year1 | $88,752 | ExcessFromYear1Amt |
| Excess From Current Year | $99,187 | 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 | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $98,616 | 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 | $23,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,667 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $6,017 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,340 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $658 | $658 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $316 | $316 | $0 |