LEDERER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEDERER FOUNDATION (EIN 13-6108527)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202003089349101055
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T14:12:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA EKREM VOGEL | PreparerPersonNm |
| PTIN | P00349873 | PTIN |
| Phone | 3034442240 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.38.216.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 10:42:23 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $748,199 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,760 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,892 | 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 | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,743 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,146 | CashBOYAmt |
| Cash EOY | $26,829 | CashEOYAmt |
| Cash EOYFMV | $26,829 | CashEOYFMVAmt |
| Corporate Stock BOY | $639,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $551,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $721,370 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $675,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $578,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $748,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $675,554 | RetainedEarningBOYAmt |
| Retained Earning EOY | $578,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $675,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $578,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $578,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $675,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $578,249 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $578,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM SALES-FOLIO | P | $26,277 | $26,041 | $236 | $236 |
| LONG TERM SALES-FOLIO | P | $80,188 | $65,159 | $15,029 | $15,029 |
| SHORT TERM SALES-CHARLES SCHWAB | P | $134,400 | $135,585 | -$1,185 | -$1,185 |
| LONG TERM SALES-CHARLES SCHWAB | P | $174,885 | $154,600 | $20,285 | $20,285 |
| CAPITAL GAINS DIVIDENDS | P | $5,395 | $5,395 | $5,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,760 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,849 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $910,272 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $995,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158640 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $914,094 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,198 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $986,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,321 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $960,759 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079438 | DistributionYr5Rt |
| Total Distribution | 0.571247 | TotalDistributionRt |
| Average Distribution | 0.114249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $806,844 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,475 | 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 | $433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $469 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $469 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | 1.00 | $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 | $789,289 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $819,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $819,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $806,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $433 | TotalTaxAmt |
| Distributable Before Adj | $39,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $139,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,042 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,972 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,837 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,566 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $410,047 | 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 | $29,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $380,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,972 | ExcessFromYear4Amt |
| Excess From Year3 | $57,007 | ExcessFromYear3Amt |
| Excess From Year2 | $109,524 | ExcessFromYear2Amt |
| Excess From Year1 | $80,837 | ExcessFromYear1Amt |
| Excess From Current Year | $99,566 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $3,000 |
| 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 |
| GLOBAL GREENGRANTS | |||||||
| 2840 WILDERNESS PLACE SUITE E | BOULDER | CO | 80301 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| GREAT EDUCATION COLORADO | |||||||
| 1355 S COLORADO BLVD | DENVER | CO | 80222 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| 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 | $5,000 |
| MOVEMENT VOTER FUND | |||||||
| 436 14TH ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITABLE | $15,000 |
| NEW ERA COLORADO | |||||||
| PO BOX 181153 | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| NEW ISRAEL FUND | |||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 7301 FEDERAL BLVD | WESTMINSTER | CO | 80030 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| THE PROTECT DEMOCRACY PROJECT | |||||||
| 82 NASSAU 601 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| THE WILLIAM J BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | CHARITABLE | $7,000 |
| UNITED FOR A FAIR ECONOMY | |||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| 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 | $21,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,375 | 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 | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,095 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,892 | 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 | $3,450 | Amt |
| Net Investment Income | $3,450 | 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 | $318,839 | $401,703 |
| FIRST AFFIRMATIVE | $232,581 | $319,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $8,743 | $8,743 | $0 |
| POSTAGE | $15 | $0 | $0 |
| BANK FEE | $52 | $0 | $0 |
| TRAVEL | $1,080 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED INCOME PAYMENT | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE | $100 | $0 | $100 |
| FOREIGN TAXES | $382 | $382 | $0 |