RAY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RAY FOUNDATION (EIN 30-6296992)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-17
- IRS object ID
- 201801079349100710
- 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
- Schedule B
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T14:25:26-05:00 | 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 | 306296992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ray Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER W BULLARD | InCareOfNm |
| Business Name Control | RAYF | BusinessNameControlTxt |
| Phone | 9702235900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 270098 | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80527 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W BULLARD | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 9702235900 | PhoneNum |
| Signature | 2018-04-09 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,769,963 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,837 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,837 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,048,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,247,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,207 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,889 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,468 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,325 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $627 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $627 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,659 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,942,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $287,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,821,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,821,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,154,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,562,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,948,333 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,441,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,384,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,769,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,441,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,384,085 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,441,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,384,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,441,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,384,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,441,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,942,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,384,085 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,384,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,048,811 | GrossSalesPriceAmt |
| Cost Or Other Basis | $873,308 | CostOrOtherBasisAmt |
| Gain Or Loss | $175,503 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $175,503 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,503 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,495,426 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,796 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,751,977 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048187 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $349,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,029,923 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $262,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,669,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098305 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,673 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,794,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033247 | DistributionYr5Rt |
| Total Distribution | 0.327156 | TotalDistributionRt |
| Average Distribution | 0.065431 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,680,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $240,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $243,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,475 | 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 | $2,249 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,249 | SubtotalAmt |
| Tax Based On Investment Income | $2,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $533 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $533 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,716 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER W BULLARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9702235900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 E HORSETOOTH RD BLDG 6 STE 200 | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Terry E Bolack | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $0 | $0 | $0 |
| Peter W Bullard | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $24,972 | $0 | $0 |
| David J Hajny | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Sec / Trustee | 1.0 | $12,506 | $0 | $0 |
| Jay D Rosenblum | ||||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $20,411 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,201,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,736,136 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,736,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,680,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,249 | TotalTaxAmt |
| Distributable Before Adj | $181,756 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,756 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,475 | 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 | $282,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,756 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $97,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $152,726 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $38,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $288,169 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $181,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,719 | RemainingDistriFromCorpusAmt |
| Total Corpus | $388,888 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $388,888 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,104 | ExcessFromYear4Amt |
| Excess From Year3 | $152,726 | ExcessFromYear3Amt |
| Excess From Year1 | $38,339 | ExcessFromYear1Amt |
| Excess From Current Year | $100,719 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Terry E Bolack | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARE AND SHARE INC | |||||||
| 2605 PREAMBLE PT | COLORADO SPGS | CO | 80915 | N/A | PC | General & Unrestricted | $10,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School, for the Angelo Feline Therapeutics Discovery Fund | $5,000 |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Flint Animal Cancer Center at Colorado State University's Veterinary Medical School, for the "expendable fund" in Kari's Fund | $5,000 |
| COMMUNITY FOUNDATION OF NORTHERN COLORADO | |||||||
| 4745 WHEATON DR STE 100 | FORT COLLINS | CO | 80525 | N/A | PC | NoCo Hurricane Harvey Recovery Fund | $20,000 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 1301 BLUE SPRUCE DR | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $10,000 |
| HOMELESS GEAR INC | |||||||
| 1305 DUFF DR STE 5 | FORT COLLINS | CO | 80524 | N/A | PC | benefit of Sister Mary Alice Murphy Center for Hope, to be designated for its food assistance programs | $10,000 |
| LARIMER COUNTY PARTNERS INC | |||||||
| 530 S COLLEGE AVE STE 1 | FORT COLLINS | CO | 80524 | N/A | PC | assisting with the funding of a Community Engagement Manager position | $50,000 |
| LIVE THE VICTORY INC | |||||||
| 415 MASON CT 1 | FORT COLLINS | CO | 80524 | N/A | PC | funding a full-time staff person for one year for its HOST program | $52,832 |
| PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS | |||||||
| 375 W 37TH ST STE 150 | LOVELAND | CO | 80538 | N/A | PC | rent and utility assistance fund to program participants | $20,000 |
| THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO | |||||||
| 1946 WCR 53 | KEENESBURG | CO | 80643 | N/A | PC | The Wild Animal Sanctuary's Wild Open Spaces land campaign | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,832 | 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 | $2,837 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,867 | 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 | $175,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $247,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,207 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bolack Terry E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 E Horsetooth Rd Bldg 6 ste 200 | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Bullard | PersonNm |
| Short Explanation | *Peter W. Bullard, Trustee of Ray Foundation (the "Foundation"), is an owner at the law firm of Law Offices of Peter W. Bullard, P.C., a disqualified person which provides legal services to the Foundation. During the taxable year ending December 31, 2017, the Foundation paid $138 for legal services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16a. Such legal firm billed the Foundation at the same rate or below the rate it charges its other clients. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG MANAGERS PICTET INTERNATIO | $69,613 | $89,591 |
| BLACKROCK HIGH YIELD BOND PORT | $40,858 | $45,987 |
| BROWN ADVISORY WMC JAPAN ALPHA | $39,024 | $36,952 |
| CAPITAL PRIVATE CLIENT SVCS FD | $86,587 | $105,530 |
| DODGE & COX FUNDS INTERNATIONA | $82,972 | $93,351 |
| DODGE & COX INCOME FUND | $179,413 | $180,138 |
| ISHARES CORE MSCI EAFE ETF | $146,189 | $157,757 |
| ISHARES TRUST MSCI EAFE INDEX | $217,343 | $256,210 |
| JPM INFLATION MGD BD FD R6 | $99,768 | $96,940 |
| JPMORGAN CORE BD FUND ULTRA | $477,978 | $469,672 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $123,699 | $155,536 |
| LORD ABBETT INVT TRUST | $60,000 | $59,579 |
| METROPOLITAN WEST TOTAL RETURN | $165,891 | $163,525 |
| NEUBERGER BERMAN MULTI CAP OPP | $67,682 | $89,439 |
| PARNASSUS EQUITY INCOME FUND I | $76,357 | $92,573 |
| SPDR S&P 500 ETF TRUST | $629,081 | $855,553 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,468 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,468 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,423 | $19,423 |
| POSTAGE/DELIVERY SERVICE | $236 | $236 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $22,325 | Amt |
| Net Investment Income | $22,325 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $300 | Amt |