HARRY W RABB FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRY W RABB FOUNDATION (EIN 23-7236149)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-10-03
- IRS object ID
- 201942769349100209
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-03T13:49:18-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841158905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAUSEY DEMGEN & MOORE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1099 18TH ST SUITE 2300 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237236149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY W RABB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3037162785 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 WEST MANSFIELD AVE UNIT 33 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT ZARLENGO | PersonNm |
| Person Title | SECRETARY TREASURER | PersonTitleTxt |
| Phone | 3037162785 | PhoneNum |
| Signature | 2019-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMEY CAMP | PreparerPersonNm |
| PTIN | P01382513 | PTIN |
| Phone | 3032962229 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.32.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-27 | IPDt |
| IP Tm | 08:30:57 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 69B45C281A8BE87EC305AE2D03ABA06B01F73CB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D11CA25C8EA2D62ADBA9B1D1251B33C1F5A8498 | 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 | $2,055,590 | 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 |
| Dividends Rev And Expnss | $69,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $146,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,364 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $95 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $95 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,847 | CashBOYAmt |
| Cash EOY | $16,357 | CashEOYAmt |
| Cash EOYFMV | $16,357 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,084 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,040,759 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,036,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,036,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,063,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,055,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,055,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,063,406 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,055,590 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,063,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,055,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,063,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,055,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,063,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,099,280 | SubtotalAmt |
| Other Decreases | $43,690 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,055,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISCOVER BANK 2.05% | P | 2013-09-12 | 2018-09-18 | $90,000 | $90,000 | $0 | $0 |
| INVESTMENT COMPANY OF AMERICA | P | 2018-03-19 | 2019-06-13 | $65,000 | $59,024 | $5,976 | $5,976 |
| CAPITAL GAINS DIVIDENDS | P | $71,223 | $71,223 | $71,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,153 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,153 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $337 | OverpaymentAmt |
| Applied To ES Tax | $337 | 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 | CO | 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 | VINCENT ZARLENGO | IndividualWithBooksNm |
| Phone | 3037162785 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 WEST MANSFIELD AVE UNIT 33 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BERNARD NAIMAN | ||||||||
| 6500 WEST MANSFIELD AVE UNIT 3 | DENVER | CO | 80235 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FREDERICK FIELDER JR | ||||||||
| 6500 WEST MANSFIELD AVE UNIT 3 | DENVER | CO | 80235 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VINCENT ZARLENGO | ||||||||
| 6500 WEST MANSFIELD AVE UNIT 3 | DENVER | CO | 80235 | SECRETARY TREASURER | 3.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,019,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,078,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,078,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,047,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,816 | TotalTaxAmt |
| Distributable Before Adj | $99,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,548 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,556 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,556 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,169 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,169 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $97,161 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VINCENT ZARLENGO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 W MANSFIELD AVE UNIT 33 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3037162785 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE AS BRIEF AS POSSIBLE, PREFERABLY ONE OR TWO PAGES, CONSISTENT WITH PROVIDING AS MUCH INFORMATION ABOUT THE ORGANIZATION AND PROJECT AS MAY BE APPROPRIATE IN ORDER FOR THE BOARD TO MAKE AN INFORMED DECISION. A BROCHURE CONCERNING THE ORGANIZATION AND ITS ACTIVITIES IS ALSO HELPFUL, IF AVAILABLE. VOLUMINOUS PROPOSAL PACKAGES ARE NEITHER DESIRABLE OR HELPFUL. A COPY OF THE ORGANIZATION'S IRS LETTER OF EXEMPTION UNDER SEC 501(C)3 AND A COPY OF THE STATEMENT OF REVENUES AND EXPENDITURES FOR THE MOST RECENT FISCAL YEAR ARE ABSOLUTELY ESSENTIAL AND MUST BE INCLUDED WITH THE REQUEST. THE STATEMENT OF REVENUE AND EXPENDITURES MUST CONTAIN A BREAKDOWN OF AMOUNTS SPENT ON PROGRAMS, GENERAL AND ADMINISTRATIVE EXPENSES AND FUNDRAISING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS SHOULD BE SUBMITTED AT LEAST ONE MONTH PRIOR TO THE ANNUAL BOARD MEETING IN JUNE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY, THE FOUNDATION WILL MAKE GRANTS ONLY TO ORGANIZATIONS HAVING PRIMARY FOCUS WITHIN THE METRO DENVER AREA IN THE STATE OF COLORADO. GRANTS WILL NOT BE MADE TO INDIVIDUALS; TO RELIGIOUS, PAROCHIAL OR PRIVATE SCHOOLS; FOR TRAVEL, CONFERENCES, CONVENTIONS, MEETINGS OR SEMINARS; TO RELIGIOUS ORGANIZATIONS FOR RELIGEOUS PURPOSES; TO ORGANIZATIONS WHICH DISCRIMINATE FOR REASONS OF RACE, SEX, NATIONAL ORIGIN, PHYSICAL HANDICAP OR SEXUAL ORIENTATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLORADO CENTER FOR THE BLIND | ||||||
| 2233 W SHEPPERD AVE | LITTLETON | CO | 80120 | PC | CHARITABLE | $5,000 |
| DENVER HOSPICE | ||||||
| 501 S CHERRY ST STE 700 | DENVER | CO | 80246 | PC | CHARITABLE | $10,000 |
| EDUCATION FOUNDATION FOR THE COLORADO NATIONAL GUARD | ||||||
| PO BOX 440889 | AURORA | CO | 80044 | PC | CHARITABLE | $10,000 |
| INTERNATIONAL HEARING DOG | ||||||
| 8901 E 89TH AVE | HENDERSON | CO | 80640 | PC | CHARITABLE | $5,000 |
| JEWISH COLORADO | ||||||
| 300 S DAHLIA ST | DENVER | CO | 80246 | PC | CHARITABLE | $20,000 |
| MOUNT SAINT VINCENT HOME | ||||||
| 4159 LOWELL BLVD | DENVER | CO | 80211 | PC | CHARITABLE | $5,000 |
| NATIONAL MILL DOG RESCUE | ||||||
| PO BOX 88468 | COLORADO SPRINGS | CO | 80908 | PC | CHARITABLE | $5,000 |
| ROCKY MOUNTAIN MS CENTER | ||||||
| 8845 WAGNER ST | WESTMINSTER | CO | 80031 | PC | CHARITABLE | $10,000 |
| SACRED HEART HOUSE | ||||||
| 2844 LAWRENCE ST | DENVER | CO | 80205 | PC | CHARITABLE | $10,000 |
| SAFEHOUSE DENVER | ||||||
| 1649 DOWNING ST | DENVER | CO | 80218 | PC | CHARITABLE | $9,000 |
| SAVE OUR YOUTH | ||||||
| 3433 W 23RD AVE | DENVER | CO | 80211 | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $146,364 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,364 | 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 | AUDIT FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,318,702 | $1,318,702 |
| STIFEL NICOLAUS - FIXED INCOME | AT COST | $717,447 | $717,447 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN ASSETS | Desc |
| Amt | $43,690 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE AND MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $169 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,370 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |