RAY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RAY FOUNDATION (EIN 30-6296992)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-30
- IRS object ID
- 202001219349100535
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T15:13:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306296992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ray Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER W BULLARD | InCareOfNm |
| Business Name Control | RAYF | BusinessNameControlTxt |
| Phone | 9702235900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 270098 | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W BULLARD | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201215000025 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,219,223 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,981,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,028 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,028 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $45,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,922 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,545 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,568 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,572 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,572 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $565,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$399,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,357 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $988,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,554,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,554,015 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,358,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,393,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,665,208 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,347,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,947,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,219,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,347,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,947,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,347,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,947,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,347,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,947,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,347,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$399,384 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,947,836 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,947,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,981,225 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,931,853 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,372 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,372 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,372 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $494,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,393,570 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $280,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,680,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076146 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $212,176 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,495,426 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,751,977 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $349,460 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,029,923 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086716 | DistributionYr5Rt |
| Total Distribution | 0.363516 | TotalDistributionRt |
| Average Distribution | 0.072703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,944,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $359,505 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,334 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $360,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $529,173 | 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 | $1,334 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,334 | SubtotalAmt |
| Tax Based On Investment Income | $1,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $134 | TaxDueAmt |
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 | PETER W BULLARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 E HORSETOOTH RD BLDG 6 STE 101 | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80525 | 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 | Yes (true) | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Terry E Bolack | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 2.0 | $0 | $0 | $0 |
| Peter W Bullard | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 2.0 | $21,839 | $0 | $0 |
| David J Hajny | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Sec, Trustee | 1.0 | $4,899 | $0 | $0 |
| Jay D Rosenblum | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $6,290 | $0 | $0 |
| 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 | $4,306,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $713,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,020,140 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,020,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,944,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $247,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $247,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,334 | TotalTaxAmt |
| Distributable Before Adj | $245,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,173 | 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 | $529,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,334 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $527,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,908 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $152,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $38,339 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,719 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,606 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $526,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,173 | QualifyingDistributionsAmt |
| Applied To Current Year | $245,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,265 | RemainingDistriFromCorpusAmt |
| Total Corpus | $809,655 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $152,726 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,339 | ExcessFromYear3Amt |
| Excess From Year2 | $100,719 | ExcessFromYear2Amt |
| Excess From Year1 | $234,606 | ExcessFromYear1Amt |
| Excess From Current Year | $283,265 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Terry E Bolack | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS ALLIANCE | |||||||
| 2321 E MULBERRY ST UNIT 1 | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $10,000 |
| ANIMAL FRIENDS ALLIANCE | |||||||
| 2321 E MULBERRY ST UNIT 1 | FORT COLLINS | CO | 80524 | N/A | PC | assisting with a unit purchase fund | $11,500 |
| ANIMAL FRIENDS ALLIANCE | |||||||
| 2321 E MULBERRY ST UNIT 1 | FORT COLLINS | CO | 80524 | N/A | PC | to establish and fund a new Community Pet Resource Manager position | $23,000 |
| BOYS AND GIRLS CLUBS OF LARIMER COUNTY | |||||||
| 103 SMOKEY ST | FORT COLLINS | CO | 80525 | N/A | PC | Mental Health Counseling fund in the summer | $21,480 |
| CHILDSAFE COLORADO INC | |||||||
| 2001 S SHIELDS ST STE K | FORT COLLINS | CO | 80526 | N/A | PC | THERAPY TO CHILDREN FUND | $10,320 |
| COURT APPOINTED SPECIAL ADVOCATE INC | |||||||
| 3105 E HARMONY RD | FORT COLLINS | CO | 80528 | N/A | PC | ASSISTING WITH THE FUNDING OF A Part-Time Case Manager position for Harmony House | $22,500 |
| FINALLY HOME FOUNDATION | |||||||
| 2550 STOVER ST BDG B-201 | FORT COLLINS | CO | 80525 | N/A | PC | grandparents who are caring for grandchildren serving fund | $15,000 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 5706 WRIGHT DR | LOVELAND | CO | 80538 | N/A | PC | to purchase, procure and distribute meat to people | $33,000 |
| HOMEWARD ALLIANCE INC | |||||||
| PO BOX 873 | FORT COLLINS | CO | 80522 | N/A | PC | BENEFIT OF SISTER MARY ALICE MURPHY CENTER FOR HOPE | $7,072 |
| HOMEWARD ALLIANCE INC | |||||||
| PO BOX 873 | FORT COLLINS | CO | 80522 | N/A | PC | to support program costs associated with its Housing First Initiative | $33,000 |
| LARIMER COUNTY PARTNERS INC | |||||||
| 530 S COLLEGE AVE STE 1 | FORT COLLINS | CO | 80524 | N/A | PC | ASSISTING WITH THE FUNDING OF A COMMUNITY ENGAGEMENT MANAGER POSITION | $60,000 |
| PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS | |||||||
| 375 W 37TH ST STE 150 | LOVELAND | CO | 80538 | N/A | PC | RENT AND UTILITY ASSISTANCE FUND TO PROGRAM PARTICIPANTS | $33,000 |
| SEXUAL ASSAULT VICTIM ADVOCATE CENTER | |||||||
| 4812 S COLLEGE AVE | FORT COLLINS | CO | 80525 | N/A | PC | incorporating the SAVA prevention and education programming into the Thompson School District and the Loveland Community | $40,000 |
| THE BOYS & GIRLS CLUBS OF WELD COUNTY INC | |||||||
| PO BOX 812 | GREELEY | CO | 80632 | N/A | PC | staff training program and retention in curriculum areas fund | $40,000 |
| THE COLORADO YOUTH OUTDOORS CHARITABLE TRUST | |||||||
| 4927 E COUNTY RD 36 | FORT COLLINS | CO | 80528 | N/A | PC | to fund the adding and operating an additional program night of Core programming for at risk youth | $20,700 |
| THE GREELEY DREAM TEAM INCORPORATED | |||||||
| 1025 9TH AVE-STE 313 | GREELEY | CO | 80631 | N/A | PC | ASSISTING WITH THE FUNDING OF A caseworker to expand the number of students in its Pre-Collegiate and Alumni Programs | $45,000 |
| WELD FOOD BANK | |||||||
| 1108 H ST | GREELEY | CO | 80631 | N/A | PC | to purchase, procure and distribute meat to people | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,572 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,911 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,996 | 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 | $49,372 | 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 | $166,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,279 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $105,419 | $107,952 |
| FIDELITY 500 INDEX FUND | $1,361,665 | $1,556,828 |
| FIDELITY INTERNATL INDEX INSTL | $386,881 | $397,535 |
| ISHARES 20+ YR TREAS BD | $76,722 | $72,482 |
| ISHARES BARCLAYS TIPS BOND FUN | $34,861 | $36,370 |
| ISHARESLEHMAN 7-10YR | $109,345 | $108,236 |
| JPMORGAN BETA BUILDERS EUROPE | $114,796 | $122,115 |
| JPMORGAN BETABUILDERS CANADA E | $69,506 | $73,790 |
| JPMORGAN BETABUILDERS DEVELOPE | $38,764 | $40,083 |
| JPMORGAN BETABUILDERS JAPAN ET | $109,666 | $115,412 |
| PIMCO INCOME FUND | $37,230 | $36,295 |
| PIMCO INVESTMENT GRADE CORP BD | $67,086 | $72,885 |
| PIMCO SHORT TERM FD INSTITUTIO | $36,478 | $35,961 |
| VANGUARD TOTAL BOND MARKET IND | $845,402 | $889,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $25,028 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25,028 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $32,922 | $32,922 | |
| Philanthropic Consulting Srvcs | $12,545 | $12,545 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $1,200 |
| 990-PF Excise Tax for 2018 | $2,368 |