FOUNDATION FOR PROTECTION OFANIMALS: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR PROTECTION OFANIMALS (EIN 20-5244649)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201743139349101459
- Schema version
- 2016v3.0
- 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
- 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 | 2017-11-09T13:24:02-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-09 | 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 | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,255,424 | 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 | $250,656 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,434 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,434 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,933 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,933 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,423 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $287,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,807 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,367 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,000 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,396 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,910 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $861 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,049 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $498 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $498 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $63,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,065 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,709 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,603 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,068 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,514 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,514 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,068 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,742 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,299 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,507 | CashBOYAmt |
| Cash EOY | $1,145 | CashEOYAmt |
| Cash EOYFMV | $1,145 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,755 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,108 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,946 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,946 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $497,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $478,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $600,555 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $576,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $666,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $558,276 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $809 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,245 | LandBOYAmt |
| Land EOY | $747 | LandEOYAmt |
| Land EOYFMV | $747 | LandEOYFMVAmt |
| Total Assets BOY | $1,115,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,241,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,255,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,115,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,241,423 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,115,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,241,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,115,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,241,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,115,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,256 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,255,602 | SubtotalAmt |
| Other Decreases | $14,179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,241,423 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2015-01-01 | 2016-12-31 | $91,522 | $93,330 | -$1,808 | -$1,808 |
| Blackstone Group L.P. | P | 2013-09-12 | 2016-12-19 | $37,450 | $32,480 | $4,970 | $4,970 |
| capital gains from k-1s | P | 2015-01-01 | 2016-12-31 | $2,047 | $2,047 | $2,047 | |
| MORGAN STANLEY capital gain distribution | P | 2015-01-01 | 2016-12-31 | $231 | $231 | $231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,940 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,185,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14930 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $234,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,329,229 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.17676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $233,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,492,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $189,115 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,079,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $198,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,668,746 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11887 | DistributionYr5Rt |
| Total Distribution | 0.776544 | TotalDistributionRt |
| Average Distribution | 0.155309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,095,423 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $170,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,562 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $575 | SubtotalAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $828 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $828 | TotalPaymentsAndCreditsAmt |
| Overpayment | $253 | OverpaymentAmt |
| Applied To ES Tax | $253 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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.protectionofanimals.org | 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 1368 spay/neuter surgeries for pets belonging to low income families | Description1Txt |
| Expenses1 | $52,735 | Expenses1Amt |
| Description2 | Provided grants, scholarships, sponsorships and donations to animal welfare groups in Colorado, Arizona and New Mexico. | Description2Txt |
| Expenses2 | $3,514 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,033,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,112,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,112,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,095,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,771 | 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 | $138,562 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,562 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $138,562 | 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 | $21,299 | CurrentYearAmt |
| Total | $21,299 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,104 | CurrentYearAmt |
| Total | $18,104 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,562 | CurrentYearAmt |
| Year1 | $177,767 | Year1Amt |
| Year2 | $236,302 | Year2Amt |
| Year3 | $234,605 | Year3Amt |
| Total | $787,236 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $1,096 | Year3Amt |
| Total | $1,096 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $138,562 | CurrentYearAmt |
| Year1 | $177,767 | Year1Amt |
| Year2 | $236,302 | Year2Amt |
| Year3 | $233,509 | Year3Amt |
| Total | $786,140 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,255,424 | CurrentYearAmt |
| Year1 | $1,060,590 | Year1Amt |
| Year2 | $1,287,971 | Year2Amt |
| Year3 | $1,416,320 | Year3Amt |
| Total | $5,020,305 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,255,424 | CurrentYearAmt |
| Year1 | $1,060,590 | Year1Amt |
| Year2 | $1,287,971 | Year2Amt |
| Year3 | $1,416,320 | Year3Amt |
| Total | $5,020,305 | 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 AZ, NM AND CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 | ANNUAL BARK AND WINE FUNDRAISING EVENT AND OTHER SPONSORSHIPS | $750 |
| BEAR SMART | ||||||
| P O BOX 2291 | DURANGO | CO | 81302 | PC | GENERAL OPERATIONS | $500 |
| SPRING CREEK HORSE RESCUE | ||||||
| 2888 COUNTY RD 234 | DURANGO | CO | 81301 | GENERAL OPERATIONS | $1,000 | |
| LONG HOPES DONKEY RESCUE | ||||||
| 66 N DUTCH VALLEY RD | BENNETT | CO | 80102 | GENERAL OPERATIONS | $500 | |
| LOGAN COUNTY HUMANE SOCIETY | ||||||
| 2250 LEISURE LANE | STERLING | CO | 80751 | GENERAL OPERATIONS | $264 | |
| HOG HAVEN SANCTUARY | ||||||
| P O Box 128 | Deer Trail | CO | 80105 | PC | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,514 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,434 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,933 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
| Related Or Exempt Function Incm | $912 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,440 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| Non Taxable dividends | $478 |
| Other revenues |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,352 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,230 | 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 |
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 | ROBERT HAUGEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 IRON KING | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,656 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLARK, WHITE & ASSOCIATES | $4,250 | $0 | $0 | $4,250 |
| THE PAYROLL DEPARTMENT | $1,146 | $0 | $0 | $1,146 |
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 | $311 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.3200 | Rt |
| Current Year Expense | $498 | CurrentYearExpenseAmt |
| Adjusted Net Income | $498 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric | $17,203 | $25,184 |
| AMERICAN TOWER | $21,148 | $31,704 |
| AT&T | $27,806 | $32,323 |
| AUTOMATIC DATA | $16,862 | $34,945 |
| BCE | $27,688 | $26,809 |
| BERKSHIRE | $24,760 | $45,634 |
| BRISTOL MYERS | $13,079 | $23,376 |
| COLGATE PALMOLIVE | $27,607 | $34,029 |
| CROWN CASTLE | $24,943 | $32,105 |
| DUKE ENERGY | $21,417 | $23,286 |
| JOHNSON & JOHNSON | $27,001 | $46,084 |
| PEPSICO | $27,472 | $39,759 |
| VERIZON COMPANIES | $38,087 | $45,747 |
| VODAPHONE | $25,231 | $13,046 |
| XCEL ENERGY | $27,865 | $40,700 |
| BOEING CO | $29,670 | $35,806 |
| YANDEX NVA | $19,879 | $11,776 |
| NEXPOINT RESIDENT TR | ||
| PJT PARTNERS INC | ||
| SOFT BANK CORP | $30,900 | $33,030 |
| SUMITOMO MITSUI FINL GROUP | $29,709 | $25,212 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KKR & CO LP | AT COST | $44,575 | $30,780 |
| BLACKSTONE GROUP | AT COST | ||
| OAK TREE CAPITAL LLC | AT COST | $33,635 | $26,250 |
| ELLINGTON FINANCIAL | AT COST | $40,591 | $31,040 |
| BLACKSTONE ALT MULT-STRAT | AT COST | $51,497 | $52,057 |
| LEGG MASON BW ALT CREDIT | AT COST | $78,810 | $73,749 |
| DOUBLE LINE | AT COST | $100,608 | $98,121 |
| GUGGENHEIM TOTAL RETURN | AT COST | $101,168 | $98,512 |
| DBX TRACKERS MSCI | AT COST | $36,297 | $40,320 |
| I SHARES MSCI EAFE | AT COST | $26,982 | $27,549 |
| ISHARES MSCI EMERG MKT | AT COST | $17,494 | $14,673 |
| GSV CAPITAL CORP COM | AT COST | $19,963 | $10,955 |
| KAYNE & MIDSTREAM | AT COST | $26,977 | $11,130 |
| NEXPOINTS CREDITS STRATEGIES | AT COST | $45,996 | $22,770 |
| SALIENT MIDSTREAM | AT COST | $41,910 | $20,370 |
| PIMCO EQS LONG/SHORT | AT COST |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $1,556 | $809 | $747 | |
| Buildings | $747 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Bank Service Charges | $108 | $108 | ||
| finance charges | $46 | $46 | ||
| Investment expenses | $6,801 | $6,801 | $6,801 | |
| Miscellaneous | $130 | $130 | ||
| Non-deductible partnership expenses | $644 | $644 | ||
| Office expense | $2,544 | $2,544 | ||
| Other K-1 Expenses | $264 | $264 | $264 | |
| Postage | $11 | $11 | ||
| Program related expenses | $29 | $29 | ||
| Spaying expenses | $52,735 | $52,735 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Non Taxable dividends | $478 |
| Other Investment Income | $945 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Taxes | $861 | $861 | |
| Payroll taxes | $5,049 | $5,049 |