TANKERSLEY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TANKERSLEY FAMILY FOUNDATION (EIN 26-2000467)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349102736
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:03:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262000467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tankersley Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TANK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G JACKSON TANKERSLEY JR | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-11-13 | 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 | 06391520183195000031 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| 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 | $508,216 | 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 | $462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $406,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,683 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,761 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,126 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $753 | AcctRcvblAmt |
| Acct Rcvbl EOY | $753 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $753 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $107,003 | CorporateStockBOYAmt |
| Other Investments BOY | $432,099 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $195,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $230,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $556,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $556,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $473,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $556,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $473,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $556,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $473,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $556,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,146 | ExcessRevenueOverExpensesAmt |
| Subtotal | $473,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $473,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $105,381 | $107,493 | -$2,112 | -$2,112 | |||
| Passthrough K1 Capital Gain/(Loss) | $3,424 | ||||||
| MAVC3S110 - MAVERICK FUND LTD C-3 S1 10 | $150,000 | $100,528 | $49,472 | $49,472 | P | 2008-10-01 | 2017-10-10 |
| MAVLEVFD - MAVERICK LEVERED FUND LTD | $150,000 | $126,055 | $23,945 | $23,945 | P | 2011-07-01 | 2017-10-10 |
| RBIXILP - RBI PARTNERS XI LP | $753 | $799 | -$46 | -$46 | D | 2008-07-01 | 2017-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,683 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $718,442 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,286 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $898,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,143 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $939,802 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101237 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,794 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $955,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,926 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $819,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076743 | DistributionYr5Rt |
| Total Distribution | 0.510984 | TotalDistributionRt |
| Average Distribution | 0.102197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $565,700 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $740 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,532 | 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 | $740 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $740 | SubtotalAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,787 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,871 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,131 | OverpaymentAmt |
| Applied To ES Tax | $1,131 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Jackson Tankersley Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Sec, Pres | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $28,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $463,695 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,315 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $574,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,700 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $740 | TotalTaxAmt |
| Distributable Before Adj | $27,545 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,532 | 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 | $148,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $740 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $147,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,545 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $21,956 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,388 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,532 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,987 | RemainingDistriFromCorpusAmt |
| Total Corpus | $336,529 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,956 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $314,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,108 | ExcessFromYear4Amt |
| Excess From Year3 | $48,197 | ExcessFromYear3Amt |
| Excess From Year2 | $45,388 | ExcessFromYear2Amt |
| Excess From Year1 | $80,893 | ExcessFromYear1Amt |
| Excess From Current Year | $120,987 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G Jackson Tankersley Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 1201 E COLFAX AVE STE 302 | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,000 |
| BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Tankersley Family Endowment Fund | $5,000 |
| BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Investment in Character Program | $5,000 |
| BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Charitable Event | $1,000 |
| BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Charitable Event | $1,000 |
| CASTLE PINES SCHOLARSHIP FOUNDATION INC | |||||||
| 1000 HUMMINGBIRD DR | CASTLE ROCK | CO | 80108 | N/A | PC | General & Unrestricted | $200 |
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING ST | CHARLESTON | SC | 29401 | N/A | PC | General & Unrestricted | $500 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | N/A | SO I | Capital Campaign | $10,000 |
| DENISON UNIVERSITY | |||||||
| 100 W COLLEGE ST | GRANVILLE | OH | 43023 | N/A | PC | Annual Fund | $10,000 |
| DENISON UNIVERSITY | |||||||
| 100 W COLLEGE ST | GRANVILLE | OH | 43023 | N/A | PC | Endowment Fund | $20,000 |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | N/A | PC | Building a Better Way Home Campaign | $5,000 |
| GALS THE GIRLS ATHLETIC LEADERSHIP SCHOOLS | |||||||
| 750 GALAPAGO ST | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $10,000 |
| JOY TO THE WORLD FOUNDATION | |||||||
| 5550 TECH CENTER DR STE 305 | COLORADO SPRINGS | CO | 80919 | N/A | PC | DVW Spinal Cord Fund | $250 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 2600 VIRGINIA AVE NW STE 1000 | WASHINGTON | DC | 20037 | N/A | PC | Endowment Fund | $10,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 2600 VIRGINIA AVE NW STE 1000 | WASHINGTON | DC | 20037 | N/A | PC | Operating expenses for National Council | $10,000 |
| THE CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE STE DV3 | INDEPENDENCE | OH | 44195 | N/A | PC | Charitable Event | $500 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| PO BOX 771 | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $5,000 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| PO BOX 771 | NEW YORK | NY | 10026 | N/A | PC | Taste of Spring Program | $5,000 |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL DARTMOTH COLLEGE | HANOVER | NH | 03755 | N/A | PC | Tuck Annual Giving | $2,500 |
| WABASH COLLEGE | |||||||
| PO BOX 352 | CRAWFORDSVLLE | IN | 47933 | N/A | PC | Annual Fund | $10,000 |
| WABASH COLLEGE | |||||||
| PO BOX 352 | CRAWFORDSVLLE | IN | 47933 | N/A | PC | Endowment Fund | $20,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Amici Fund | $2,500 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Tankersley Endowment Fund | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,450 | 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 | $462 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $503 | 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 | $66,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,147 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MAVERICK FUND LTD C-3 S1 10 | $53,819 | $81,712 |
| MAVERICK LEVERED FUND LTD | $73,945 | $90,575 |
| MERITAGE INVESTMENT PARTNERS I | $32,773 | $30,152 |
| MERITAGE PRIVATE EQUITY FUND I | $20,775 | $15,955 |
| MERITAGE PRIVATE EQUITY FUND I | $14,301 | $11,943 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,057 | $9,057 | |
| Bank Charges | $75 | $75 | |
| K-1 Exp MERITAGE INVESTMENT PA | $1,243 | $1,243 | |
| K-1 Exp MERITAGE PRIVATE EQUIT | $118 | $118 | |
| K-1 Exp MERITAGE PRIVATE EQUIT | $89 | $89 | |
| K-1 Exp RBI PARTNERS XI LP | $236 | $236 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERITAGE INVESTMENT PARTNERS III | $6 | $6 |
| K-1 Inc/Loss MERITAGE PRIVATE EQUITY FUND II-PA LP | $56 | $56 |
| K-1 Inc/Loss MERITAGE PRIVATE EQUITY FUND II-PB LP | $42 | $42 |
| K-1 Inc/Loss RBI PARTNERS XI LP | $6 | $6 |