RAY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAY FOUNDATION (EIN 30-6296992)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349102713
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:34:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 9702235900 | PhoneNum |
| Signature | 2019-05-07 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000754 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,987,667 | 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 | $11,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $378,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,894,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $378,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $492,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $492,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,151 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,151 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,031 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,031 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $49,723 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,128 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,016 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $979 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $979 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $499,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,821,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $988,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $988,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,562,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,358,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,999,304 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,384,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,347,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,987,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,384,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,347,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,384,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,347,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,384,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,347,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,384,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,865 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,347,220 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,347,220 | 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 | $2,894,386 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,515,659 | CostOrOtherBasisAmt |
| Gain Or Loss | $378,727 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $378,727 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $378,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,226 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,680,094 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $212,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,495,426 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060701 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,796 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,751,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $349,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,029,923 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $262,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,669,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098305 | DistributionYr5Rt |
| Total Distribution | 0.370055 | TotalDistributionRt |
| Average Distribution | 0.074011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,393,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,184 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,668 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $403,852 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $499,617 | 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 | $4,668 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,668 | SubtotalAmt |
| Tax Based On Investment Income | $4,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,368 | 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 | Yes (true) | 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 | 9702235900 | 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 | Su 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 | $41,842 | $0 | $0 |
| David J Hajny | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Sec, Trustee | 1.0 | $13,641 | $0 | $0 |
| Jay D Rosenblum | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $22,668 | $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 | $4,187,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,288,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,475,706 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,475,706 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,393,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,668 | TotalTaxAmt |
| Distributable Before Adj | $265,011 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,011 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,011 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $499,617 | 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 | $499,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,668 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $494,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,011 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $97,104 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $152,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $38,339 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,719 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $388,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $499,617 | QualifyingDistributionsAmt |
| Applied To Current Year | $265,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $234,606 | RemainingDistriFromCorpusAmt |
| Total Corpus | $623,494 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $97,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $526,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $152,726 | ExcessFromYear4Amt |
| Excess From Year2 | $38,339 | ExcessFromYear2Amt |
| Excess From Year1 | $100,719 | ExcessFromYear1Amt |
| Excess From Current Year | $234,606 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDSAFE COLORADO INC | |||||||
| 1148 E ELIZABETH ST | FORT COLLINS | CO | 80524 | N/A | PC | therapy to children fund | $51,600 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School for the Angelo Feline Therapeutics Discovery Fund | $10,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School, for the Elliott's Long Paw Scholars Fund | $50,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School, for the One Cure Expendable Fund | $50,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School, for the "expendable fund" in Kari's Fund | $50,000 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 1301 BLUE SPRUCE DR | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $15,000 |
| HOMEWARD ALLIANCE INC | |||||||
| PO BOX 873 | FORT COLLINS | CO | 80522 | N/A | PC | Benefit of Sister Mary Alice Murphy Center for Hope | $17,928 |
| 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 | $55,000 |
| LIVE THE VICTORY INC | |||||||
| 415 MASON CT 1 | FORT COLLINS | CO | 80524 | N/A | PC | two-generation approach program focusing on youth and families who have not yet entered the justice or child welfare system | $25,000 |
| 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 | $20,000 |
| WELD FOOD BANK | |||||||
| 1108 H ST | GREELEY | CO | 80631 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,528 | 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 | $11,064 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,572 | 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 | $378,727 | 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 | $492,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492,363 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Bullard | PersonNm |
| Short Explanation | *PETER W. BULLARD, TRUSTEE OF RAY FOUNDATION (THE "FOUNDATION"), IS AN OWNER AT THE LAW FIRM OF LAW OFFICES OF PETER W. BULLARD, P.C., A DISQUALIFIED PERSON WHICH PROVIDES LEGAL SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $98 FOR LEGAL SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LEGAL FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG MANAGERS PICTET INTERNATIO | $81,607 | $66,385 |
| BLACKROCK HIGH YIELD BOND PORT | $46,717 | $43,013 |
| CAPITAL PRIVATE CLIENT SVCS FD | $78,924 | $78,867 |
| DODGE & COX FUNDS INTERNATIONA | $88,016 | $73,315 |
| DODGE & COX INCOME FUND | $133,446 | $129,135 |
| FIDELITY 500 INDEX FUND | $1,769,999 | $1,561,238 |
| FIDELITY INTERNATL INDEX INSTL | $370,000 | $320,857 |
| ISHARES BARCLAYS TIPS BOND FUN | $43,576 | $42,709 |
| JPMORGAN BETA BUILDERS EUROPE | $135,769 | $119,488 |
| JPMORGAN BETABUILDERS CANADA E | $44,012 | $36,692 |
| JPMORGAN BETABUILDERS DEVELOPE | $50,165 | $45,556 |
| JPMORGAN BETABUILDERS JAPAN ET | $179,920 | $162,159 |
| LORD ABBETT INVT TRUST | $41,869 | $40,980 |
| METROPOLITAN WEST TOTAL RETURN | $84,104 | $81,078 |
| PIMCO INCOME FUND | $44,500 | $42,554 |
| PIMCO INVESTMENT GRADE CORP BD | $174,500 | $170,055 |
| PIMCO SHORT TERM FD INSTITUTIO | $86,500 | $85,494 |
| VANGUARD ST BOND ETF | $81,733 | $81,870 |
| VANGUARD TOTAL BOND MARKET IND | $823,500 | $817,859 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| GENERAL CONSULTATIONS | $8,938 | $8,938 |
| DOCUMENT DRAFTING/REVIEW | $2,093 | $2,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $25,800 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25,800 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $25,595 | $25,595 | |
| Philanthropic Consulting Srvcs | $24,128 | $24,128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $2,300 |
| 990-PF Excise Tax for 2017 | $1,716 |