FOUNDATION FOR PROTECTION OFANIMALS: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR PROTECTION OFANIMALS (EIN 20-5244649)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349102381
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T12:44:58-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841176662 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark White & Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1619 | AddressLine1Txt |
| City | Durango | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 813021619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205244649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR PROTECTION OF ANIMALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 8776547729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY HAUGEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karla Clark | PreparerPersonNm |
| PTIN | P00169022 | PTIN |
| Phone | 9702473954 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,310,769 | 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 | $979 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $979 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $979 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,567 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,567 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $308,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,266 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,734 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,149 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $144,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,546 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,695 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $66,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $9,120 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,120 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $856 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,480 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $299 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $299 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $704 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $704 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $704 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,877 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $84,063 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $166,666 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $166,666 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,145 | CashBOYAmt |
| Cash EOY | $39,245 | CashEOYAmt |
| Cash EOYFMV | $39,245 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,428 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,946 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,053 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,053 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $478,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $504,227 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $666,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $830,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $757,368 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,108 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $747 | LandBOYAmt |
| Land EOY | $448 | LandEOYAmt |
| Land EOYFMV | $448 | LandEOYFMVAmt |
| Total Assets BOY | $1,241,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,237,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,310,769 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,680 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $12,576 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $19,256 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,241,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,217,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,241,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,241,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,237,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,241,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,217,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,887 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES | P | 2016-01-01 | 2017-12-31 | $302,874 | $209,811 | $93,063 | $93,063 |
| capital gains from k-1s | P | 2016-01-01 | 2017-12-31 | $3,222 | $3,222 | $3,222 | |
| MORGAN STANLEY capital gain distribution | P | 2016-01-01 | 2017-12-31 | $1,981 | $1,981 | $1,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,266 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,562 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,095,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,185,127 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.14930 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,329,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17676 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,492,983 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,079,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17521 | DistributionYr5Rt |
| Total Distribution | 0.784168 | TotalDistributionRt |
| Average Distribution | 0.156834 | AverageDistributionRt |
| Net Investment Income Pct | $1,258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,258 | SubtotalAmt |
| Tax Based On Investment Income | $1,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,053 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,053 | TotalPaymentsAndCreditsAmt |
| Tax Due | $205 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | 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 | www.facebook.com/spay-colorado-72451651312 | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY HAUGEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8776546545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | 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 | false | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WENDY HAUGEN | ||||||
| P O BOX 3334 | DURANGO | CO | 81302 | Executive Dir. | 40.00 | $66,000 |
| JAN BOWLER | ||||||
| 445 IRON KING | DURANGO | CO | 81301 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Spay Colorado - statewide referral program to low cost spay neuter programs. Monies paid by the foundation to private and non-profit organizations to directly subsidize 1254 spay/neuter surgeries for pets belonging to low income families | Description1Txt |
| Expenses1 | $53,369 | Expenses1Amt |
| Description2 | Provides direct subsidies for costs of spay/neuter surgeries for cats and pit bulls in Colorado and Northern New Mexico. | Description2Txt |
| Expenses2 | $1,250 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $144,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,017 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $21,299 | Year1Amt |
| Total | $21,299 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $18,104 | Year1Amt |
| Total | $18,104 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $144,275 | CurrentYearAmt |
| Year1 | $138,562 | Year1Amt |
| Year2 | $177,767 | Year2Amt |
| Year3 | $236,302 | Year3Amt |
| Total | $696,906 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $144,275 | CurrentYearAmt |
| Year1 | $138,562 | Year1Amt |
| Year2 | $177,767 | Year2Amt |
| Year3 | $236,302 | Year3Amt |
| Total | $696,906 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,310,769 | CurrentYearAmt |
| Year1 | $1,255,424 | Year1Amt |
| Year2 | $1,060,590 | Year2Amt |
| Year3 | $1,287,971 | Year3Amt |
| Total | $4,914,754 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,310,769 | CurrentYearAmt |
| Year1 | $1,255,424 | Year1Amt |
| Year2 | $1,060,590 | Year2Amt |
| Year3 | $1,287,971 | Year3Amt |
| Total | $4,914,754 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WENDY HAUGEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8776547729 | RecipientPhoneNum |
| Recipient Email Address | whaugen@spaycolorado.org | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANNUAL DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDING IS FOR COMPANION ANIMAL POPULATION CONTROL EFFORTS IN THE STATES OF Morthern New Mexico and Colorado | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LA PLATA COUNTY HUMANE SOCIETY | ||||||
| 111 S CAMINO DEL RIO | DURANGO | CO | 81303 | PC | General Operations | $750 |
| BEAR SMART | ||||||
| P O BOX 2291 | DURANGO | CO | 81302 | PC | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $979 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $98,266 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| K-1 Ordinary income | $4,016 |
| Non Taxable dividends | $2,419 |
| Other investment losses | -$1,332 |
| Other revenues | $415 |
| ROYALTY INCOME | $50 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $103,834 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,380 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3D | INTEREST IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES FOR FOUNDATION |
| 4D | DIVIDENDS ARE USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF FOUNDATION |
| 8D | SALE OF STOCKS HELPS SUPPORT THE FOUNDATION'S MISSION TO ASSIST IN CONTROLLING THE ANIMAL POPULATION AND ALSO TO HELP OTHER ORGANIZATIONS PROTECT ANIMALS. |
| 7D | OTHER INVESTMENT INCOME IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF THE FOUNDATION. |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLARK, WHITE & ASSOCIATES | $7,550 | $0 | $7,550 | $7,550 |
| PAYROLL DEPARTMENT | $1,570 | $0 | $1,570 | $1,570 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | macbook | PropertyDesc |
| Acquired | 2015-09-02 | AcquiredDt |
| Cost Or Other Basis | $1,556 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $809 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.1920 | Rt |
| Current Year Expense | $299 | CurrentYearExpenseAmt |
| Adjusted Net Income | $299 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric | $15,053 | $25,750 |
| AMERICAN TOWER | $12,266 | $24,825 |
| AT&T | $27,806 | $29,549 |
| AUTOMATIC DATA | $12,399 | $29,297 |
| BCE | $27,688 | $29,766 |
| BERKSHIRE | $12,557 | $28,147 |
| BRISTOL MYERS | $13,079 | $24,512 |
| COLGATE PALMOLIVE | $21,236 | $30,180 |
| CROWN CASTLE | $15,963 | $26,420 |
| DUKE ENERGY | $21,417 | $25,233 |
| JOHNSON & JOHNSON | $13,163 | $27,245 |
| PEPSICO | $16,122 | $26,742 |
| VERIZON COMPANIES | $25,569 | $29,905 |
| VODAPHONE | $25,231 | $17,035 |
| XCEL ENERGY | $14,518 | $25,065 |
| BOEING CO | $13,803 | $31,555 |
| YANDEX NVA | $19,879 | $19,159 |
| SOFT BANK CORP | $19,560 | $25,165 |
| SUMITOMO MITSUI FINL GROUP | $29,709 | $28,677 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KKR & CO LP | AT COST | $45,483 | $29,484 |
| OAK TREE CAPITAL LLC | AT COST | $33,846 | $29,470 |
| ELLINGTON FINANCIAL | AT COST | $38,727 | $29,020 |
| DBX TRACKERS MSCI | AT COST | ||
| I SHARES MSCI EAFE | AT COST | $91,765 | $99,618 |
| ISHARES MSCI EMERG MKT | AT COST | $64,483 | $67,383 |
| GSV CAPITAL CORP COM | AT COST | $19,956 | $11,870 |
| KAYNE & MIDSTREAM | AT COST | $26,977 | $9,660 |
| NEXPOINTS CREDITS STRATEGIES | AT COST | $45,708 | $42,133 |
| SALIENT MIDSTREAM | AT COST | $41,694 | $16,530 |
| BLACKSTONE ALT MULT-STRAT | AT COST | ||
| LEGG MASON BW ALT CREDIT | AT COST | $81,770 | $80,528 |
| DOUBLE LINE | AT COST | $104,294 | $101,885 |
| GUGGENHEIM TOTAL RETURN | AT COST | $117,278 | $117,556 |
| I Shares MSCI Global Select | AT COST | $25,749 | $27,877 |
| SPDR S&P Biotech | AT COST | $25,767 | $26,479 |
| AQR Long Short Equity | AT COST | $67,454 | $67,875 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,556 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,108 | AccumulatedDepreciationAmt |
| Book Value | $448 | BookValueAmt |
| EOYFMV | $448 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Bank Service Charges | $134 | $134 | $133 | |
| HSA | $3,400 | $3,400 | $3,400 | |
| Investment expenses | $13,128 | $13,128 | $13,128 | |
| Miscellaneous | $25 | $25 | $25 | |
| Non-deductible partnership expenses | $7,033 | $7,033 | ||
| Office expense | $1,473 | $1,473 | $1,473 | |
| Other K-1 Expenses | $1,749 | $1,749 | $1,749 | |
| Spaying expenses | $55,840 | $55,840 | $55,840 | |
| Telephone | $1,281 | $1,281 | $1,281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Ordinary income | $4,016 | $4,016 | $4,016 |
| Non Taxable dividends | $2,419 | ||
| Other investment losses | -$1,332 | -$1,332 | -$1,332 |
| Other revenues | $415 | $415 | |
| ROYALTY INCOME | $50 | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Income Taxes | $575 | $575 | ||
| Foreign Income taxes | $856 | $856 | $856 | |
| Payroll taxes | $5,049 | $5,049 | $5,049 |