ENGLES FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ENGLES FAMILY FOUNDATION (EIN 81-3124268)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-14
- IRS object ID
- 201932269349100028
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-14T20:22:33-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751921045 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Toombs Hall & Foster LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5949 Sherry Lane Suite 950 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 813124268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Engles Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 3035781039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Fillmore Street Suite 525 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MATUSCHEK | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Signature | 2019-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Randy Foster | PreparerPersonNm |
| PTIN | P00535086 | PTIN |
| Phone | 2143695695 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,826,793 | 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 | $14,220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,220 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,220 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $143,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $143,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$206,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,056,256 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$49,120 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $157,354 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,425 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,425 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $33,425 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $21,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $21,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,066 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $42,066 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,034 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,745 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,745 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $446 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $140,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $80,236 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,234 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $915,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $80,236 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $809,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$964,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $77,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,287,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,661 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,269,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,401,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,636,132 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,556,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,592,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,826,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,556,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,592,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,556,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,592,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,556,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,592,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,556,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$964,591 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,592,017 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,592,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short Term U.S. Trust Securities | P | 2018-02-01 | 2018-06-01 | $3,056,038 | $3,262,730 | -$206,692 | -$206,692 |
| Capital Gain Dividends | $218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$206,474 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$206,692 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $501,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $897,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.55863 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,672 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 53.51027 | DistributionYr2Rt |
| Total Distribution | 54.068900 | TotalDistributionRt |
| Average Distribution | 27.034450 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,182,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $248,239,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $771 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $248,239,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $809,234 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,542 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,542 | SubtotalAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,458 | OverpaymentAmt |
| Applied To ES Tax | $13,458 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer J Matuschek | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035781039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Fillmore Street Suite 525 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| GREGG L ENGLES | ||||||
| 250 FILLMORE STREET 525 | DENVER | CO | 80206 | President | 0.00 | $0 |
| CHRIS A FAULKNER | ||||||
| 250 FILLMORE STREET 525 | DENVER | CO | 80206 | VP/TREASURER | 0.00 | $0 |
| MOLLY S ENGLES | ||||||
| 250 FILLMORE STREET 525 | DENVER | CO | 80206 | Secretary | 0.00 | $0 |
| JENNIFER MATUSCHEK | ||||||
| 250 FILLMORE STREET 525 | DENVER | CO | 80206 | VP/TREASURER | 0.00 | $0 |
| CAPITOL PEAK PARTNERS INC | ||||||
| 250 FILLMORE STREET 525 | DENVER | CO | 80206 | MANAGEMENT SVCS | 0.00 | $33,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV MGT & GRANT MAKE | ServiceTypeTxt |
| Compensation | $55,100 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,376,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $945,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,322,161 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,322,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,182,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $459,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $459,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,542 | TotalTaxAmt |
| Distributable Before Adj | $457,574 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $457,574 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $457,574 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $809,234 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $809,234 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $809,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,574 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $249,881 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $470,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $809,234 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $457,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $351,660 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,072,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,072,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $249,881 | ExcessFromYear2Amt |
| Excess From Year1 | $470,619 | ExcessFromYear1Amt |
| Excess From Current Year | $351,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREGG L ENGLES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TUBEROUS SCLEROSIS ALLIANCE | |||||||
| 801 ROEDER ROAD SUITE 750 | SILVER SPRING | MD | 20910 | NONE | PC | To foster collaborative research to accelerate discovery of new treatments and a cure for TSC | $500,000 |
| ST ANNES EPISCOPAL SCHOOL | |||||||
| 2701 S YORK STREET | DENVER | CO | 80210 | NONE | PC | ROOTS TO GROW FOUNDATION | $250,000 |
| SONRISE MOUNTAIN RANCH | |||||||
| 1670 CO ROAD 858 | CIMARRON | CO | 81220 | NONE | PC | TO SUPPORT OPERATIONS OF A CHRIST CENTERED INTERDOMINATIONAL RETREAT CENTER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,220 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$206,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$49,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$49,120 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax return preparation fees | CategoryTxt |
| Amt | $21,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| U.S. Trust Equities | AT COST | $8,097,408 | $7,356,942 |
| U.S. Trust Fixed Income | AT COST | $207,819 | $206,594 |
| U.S. Trust Hedge Funds | AT COST | ||
| U.S. Trust Tangible Assets | AT COST | $96,129 | $72,596 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENALTIES | Desc |
| Revenue And Expenses Per Books | $446 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Grant Making Fee | $13,034 | $0 | $0 | $13,034 |
| Investment Management Fees | $42,066 | $42,066 | $42,066 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Federal Income Tax | $25,555 | ||
| Foreign Taxes Paid on Investments | $4,745 | $4,745 | $4,745 |