ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS (EIN 27-1125802)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349105328
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T15:52:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203924773 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFO GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FWY STE 450 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271125802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOOLOGY FOUNDATION AT | BusinessNameLine1Txt |
| Business Name Line2 | CROOKED WILLOW FARMS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOL | BusinessNameControlTxt |
| Phone | 3039518813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10554 S PERRY PARK ROAD | AddressLine1Txt |
| City | LARKSPUR | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA WHADFORD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3039518813 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE FRANKLIN | PreparerPersonNm |
| PTIN | P00505768 | PTIN |
| Phone | 9729994537 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $24,728,383 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,229,722 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $280,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,022 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $75,022 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,585,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355,376 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $304,097 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $304,097 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,597 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,597 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $664 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $664 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $115,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,627 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,637 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,595 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,215 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $633,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $629,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,074,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $986,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,245,189 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,245,189 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,319,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,231,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,265,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,970 | CashBOYAmt |
| Cash EOY | $21,797 | CashEOYAmt |
| Cash EOYFMV | $21,797 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,383,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,019,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,019,295 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,400 | AcctRcvblBOYAmt |
| Other Investments BOY | $10,215,470 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,266,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,687,291 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $69,877 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $17,747,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,307,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,728,383 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,510 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,510 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $7,408,686 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,305,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,747,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,305,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,747,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,307,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,747,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,265,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $292,414 | OtherIncreasesAmt |
| Subtotal | $26,305,804 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,305,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN565-7 | P | 2017-06-01 | 2018-12-31 | $63,377 | $63,377 |
| GOLDMAN565-7 | P | 2018-01-01 | 2018-12-31 | $1,229 | $1,229 |
| GOLDMAN768 | P | 2017-06-01 | 2018-12-31 | $121 | $121 |
| GOLDMAN958-6 | P | 2017-06-01 | 2018-12-31 | $10,295 | $10,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,022 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $776,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,651,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053008 | DistributionYr1Rt |
| Total Distribution | 0.053008 | TotalDistributionRt |
| Average Distribution | 0.053008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,590,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,197,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,200,135 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,231,655 | 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 | $2,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,235 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,235 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,559 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,559 | 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 | Yes (1) | 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 | JFO GROUP LLC | IndividualWithBooksNm |
| Phone | 9729994544 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FRWY STE 450 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMI J JENSEN | |||||||||
| 130 E JOHN CARPENTER FREEWAY STE | 450 | IRVING | TX | 75062 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESE DOHERTY | |||||||||
| 130 E JOHN CARPENTER FREEWAY STE | 450 | IRVING | TX | 75062 | V. PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN L FISH | |||||||||
| 130 E JOHN CARPENTER FREEWAY STE | 450 | IRVING | TX | 75062 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CYNTHIA WHADFORD | |||||||||
| 130 E JOHN CARPENTER FREEWAY STE | 450 | IRVING | TX | 75062 | TREASURER | 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 | $22,934,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,934,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,934,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $344,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,590,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,129,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,129,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,676 | TotalTaxAmt |
| Distributable Before Adj | $1,126,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,126,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,126,832 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,231,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,231,655 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,676 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,228,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,126,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $45,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,231,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,126,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,104,823 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,150,547 | 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 | $2,150,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $45,724 | ExcessFromYear1Amt |
| Excess From Current Year | $2,104,823 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMI J JENSEN | ContributingManagerNm |
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANIMAL AID | ||||||
| 200 SPRINGDALE LN | WILLIAMSTOWN | NJ | 08094 | 501 (C)(3) | GENERAL PURPOSE | $10,000 |
| ANIMAL JUSTICE CENTER | ||||||
| P O BOX 1687 | EVERGREEN | CO | 80437 | 501 (C)(3) | GENERAL PURPOSE | $1,200,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||
| P O BOX 1870 | FORT COLLINS | CO | 805221870 | 501 (C)(3) | CONSTRUCTION OF EQUINE CENTER | $25,000 |
| DUMB FRIENDS LEAGUE | ||||||
| 2080 S QUEBEC ST | DENVER | CO | 802313298 | 501 (C)(3) | GENERAL PURPOSE | $5,155 |
| EQUITARIAN | ||||||
| P O BOX 2143 | STILLWATER | MN | 55082 | 501 (C)(3) | GENERAL PURPOSE | $25,000 |
| FREEDOM SERVICE DOGS | ||||||
| 7193 S DILLON COURT | ENGLEWOOD | CO | 80112 | 501 (C)(3) | GENERAL PURPOSE | $4,780 |
| MAKING OF MIRACLES | ||||||
| 200 SPRINGDALE LN | WILLIAMSTOWN | NJ | 08094 | 501 (C)(3) | GENERAL PURPOSE | $12,500 |
| SMILES FOREVER ANIMAL RESCUE | ||||||
| 2289 JAMES MADISON HWY | GORDONSVILLEN | VA | 22942 | 501 (C)(3) | GENERAL PURPOSE | $956,637 |
| STONE CANYON | ||||||
| 12163 S PERRY PARK RD | LARKSPUR | CO | 80118 | 501 (C)(3) | GENERAL PURPOSE | $1,000 |
| UNIVERSITY OF DENVER | ||||||
| 2148 SOUTH HIGH STREET | DENVER | CO | 80208 | 501 (C)(3) | GENERAL PURPOSE | $3,300 |
| VARIOUS SMALL DONATION | ||||||
| 10554 S PERRY PARK RD | LARKSPUR | CO | 80118 | 501 (C)(3) | GENERAL PURPOSE | $1,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,245,189 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,354 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,022 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $280,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $75,022 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $355,376 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT RELATED ACTIVITIES |
| 7 | INVESTMENT RELATED ACTIVITIES |
| 8 | INVESTMENT RELATED ACTIVITIES |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF GLADYS JENSEN | ||||||
| 1 | 130 E JOHN CARPENTER FRWY STE 450 | IRVING | TX | 75062 | $11,087,971 | Yes (X) |
| KATHY & BRAD COOR FOUNDATION | ||||||
| 2 | 10559 DEMOCRAT RD | PARKER | CO | 80134 | $20,000 | Yes (X) |
| GRIFFS RESIDENTIAL | ||||||
| 3 | 6400 SOUTH FIDDLERS GREEN STE 1200 | GREENWOOD VILLAGE | CO | 80111 | $5,000 | Yes (X) |
| SF INVESTMENTS | ||||||
| 4 | 799 CENTRAL AVE STE 350 | HIGHLAND PARK | IL | 60035 | $5,000 | Yes (X) |
| BUNKER SHOW STABLE | ||||||
| 5 | 19637 CO RD 39 | LASALLE | CO | 80645 | $5,000 | Yes (X) |
| GOLDMAN SACHS & CO LLC | ||||||
| 6 | 100 CRESCENT COURT STE 1000 | DALLAS | TX | 75201 | $5,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $7,075,668 | $5,512,264 |
| SF | AT COST | $3,532,540 | $3,532,540 |
| CITIPRIVATE | AT COST | $7,107,771 | $7,089,333 |
| NEW VERNON | AT COST | $550,243 | $553,154 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $664 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $664 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,008 | $0 | $2,008 |
| CONTRACT LABOR | $105,512 | $0 | $105,512 |
| DUES & SUBSCRIPTIONS | $4,009 | $0 | $4,009 |
| SUPPLIES | $11,664 | $0 | $11,664 |
| VOLUNTEER EXPENSES | $865 | $0 | $865 |
| IT EXPENSES | $8,829 | $0 | $8,829 |
| MARKETING | $17,071 | $0 | $17,071 |
| INSURANCE | $8,957 | $0 | $8,957 |
| OFFICE EXPENSE | $7,585 | $0 | $7,585 |
| PASS - THRU DEDUCTION FROM INVESTMENTS | $4,519 | $4,519 | $0 |
| BUILDING & EQUIPMENT MAINTENANCE | $107,540 | $0 | $107,540 |
| UTILITIES | $17,576 | $0 | $17,576 |
| AUTO EXPENSES | $5,031 | $0 | $5,031 |
| ANIMAL CARE AND PROGRAM EXPENSES | $308,071 | $0 | $308,071 |
| REPAIRS & IMPROVEMENTS | $24,129 | $0 | $24,129 |
| LICENSES & FEES | $409 | $0 | $409 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS & LOSSES | Desc |
| Amt | $292,414 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $36,637 | $0 | $36,637 |
| INVESTMENT MANAGEMENT FEES | $78,627 | $78,627 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF GJ JENSEN | |||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 |
| KATHY & BRAD COORS FOUNDATION | |||
| 10559 DEMOCRAT RD | PARKER | CO | 80134 |
| GRIFFS RESIDENTIAL | |||
| 6400 SOUTH FIDDLERS GREEN STE 1200 | GREENWOOD VILLAGE | CO | 80111 |
| SF INVESTMENTS | |||
| 799 CENTRAL AVE STE 350 | HIGHLAND PARK | IL | 60035 |
| BUNKER SHOW STABLE | |||
| 19637 CO RD 39 | LASALLE | CO | 80645 |
| GOLDMAN SACHS & CO LLC | |||
| 100 CRESCENT COURT STE 100 | DALLAS | TX | 75201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,595 | Amt |
| Net Investment Income | $4,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |