BARDSLEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349103034
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T18:08:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ SEFF | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER ST SUITE 900 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | 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 | 841521212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARDSLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARD | BusinessNameControlTxt |
| Phone | 3037811078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 EAST CHERRY CREEK SOUTH DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037811078 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A ZEIDEN CPA | PreparerPersonNm |
| PTIN | P00220979 | PTIN |
| Phone | 7202007000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.66.81.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 11:18:01 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 73B7628EC853F9D2047797E2D341F5EBF6AC06A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C288960D073A254637468DCC1D4143DC8A2B0EF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,374,937 | 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 | $85,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $540,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,739 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $450,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,538 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,509 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $230,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $209,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,445 | CashBOYAmt |
| Cash EOY | $64,589 | CashEOYAmt |
| Cash EOYFMV | $64,589 | CashEOYFMVAmt |
| US Government Obligations BOY | $72,747 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,829 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $77,871 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,891,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,840,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,352,224 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $546,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $884,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $880,253 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,639,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,864,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,374,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,639,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,864,142 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,639,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,864,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,639,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,864,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,639,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $209,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,504 | OtherIncreasesAmt |
| Subtotal | $2,864,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,864,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA US SMALL CAP VALUE PORT INSTL. - 455.290 SHS | P | 2016-01-11 | 2016-12-23 | $17,250 | $12,800 | $4,450 | $4,450 |
| ISHARES EDGE MSCI USA QUALITY FACTOR ETF - 216.000 SHS | P | 2013-12-04 | 2016-12-23 | $15,040 | $11,815 | $3,225 | $3,225 |
| DFA US LARGE CAP VALUE PORT INSTL - 844.541 SHS | P | 2009-03-30 | 2016-12-23 | $30,000 | $9,079 | $20,921 | $20,921 |
| DFA US TARGETED VALUE PORT INSTL - 1,029.000 SHS | P | 2009-03-17 | 2016-12-23 | $25,000 | $8,007 | $16,993 | $16,993 |
| VANGUARD REIT ETF - 119.000 SHS | P | 2015-01-01 | 2016-09-15 | $10,085 | $2,812 | $7,273 | $7,273 |
| OPPENHEIMER STEELPATH MLP SLCT 40 Y - 2,141.176 SHS | P | 2011-11-04 | 2016-09-15 | $20,000 | $22,883 | -$2,883 | -$2,883 |
| DFA INTL SMALL CO PORT INSTL - 558.840 SHS | P | 2009-03-17 | 2016-09-15 | $10,000 | $4,885 | $5,115 | $5,115 |
| DFA US LARGE CAP VALUE PORT INSTL - 610.366 SHS | P | 2009-03-30 | 2016-09-15 | $20,000 | $6,562 | $13,438 | $13,438 |
| DFA INTL VALUE PORT INSTL - 696.147 SHS | P | 2015-10-08 | 2016-09-15 | $11,000 | $11,881 | -$881 | -$881 |
| ISHARES RUSSELL 2000 ETF - 100.000 SHS | P | 2009-03-30 | 2016-09-15 | $12,198 | $4,125 | $8,073 | $8,073 |
| DFA EMERGING MKTS SMALL CAP PORT INSTL - 498.012 SHS | P | 2015-01-01 | 2016-09-15 | $10,000 | $7,003 | $2,997 | $2,997 |
| ISHARES RUSSELL 2000 ETF - 25.000 SHS | P | 2009-03-30 | 2016-09-15 | $3,049 | $1,031 | $2,018 | $2,018 |
| ISHARES CORE MSCI EMERGING ETF - 455.000 SHS | P | 2015-01-01 | 2016-09-15 | $20,393 | $21,867 | -$1,474 | -$1,474 |
| DFA US TARGETED VALUE PORT INSTL - 469.761 SHS | P | 2009-03-17 | 2016-09-15 | $10,000 | $3,655 | $6,345 | $6,345 |
| ISHARES MICRO CAP ETF IV - 1,760.000 SHS | P | 2015-01-01 | 2016-08-05 | $131,754 | $46,443 | $85,311 | $85,311 |
| VANGUARD FTSE EMERGING MARKETS ETF - 2,230.000 SHS | P | 2015-01-01 | 2016-08-05 | $83,505 | $49,994 | $33,511 | $33,511 |
| PIMCO LOW DURATION FUND INSTL CL - 3,818.720 SHS | P | 2015-01-01 | 2016-08-05 | $37,633 | $39,499 | -$1,866 | -$1,866 |
| DFA INTL SMALL CO PORT INSTL - 4,179.705 SHS | P | 2009-03-17 | 2016-08-05 | $73,710 | $36,537 | $37,173 | $37,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,739 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,813,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $394,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,577,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $399,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,503,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053179 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $274,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,731,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,703 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,949,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046870 | DistributionYr5Rt |
| Total Distribution | 0.243849 | TotalDistributionRt |
| Average Distribution | 0.048770 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,674,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $179,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $182,857 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $230,038 | 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 | $3,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,482 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,482 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,853 | OverpaymentAmt |
| Applied To ES Tax | $2,853 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN KITT | IndividualWithBooksNm |
| Phone | 3037811078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN KITT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,627,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,730,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,730,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,674,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,629 | TotalTaxAmt |
| Distributable Before Adj | $180,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $230,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $230,038 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,629 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $114,491 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $230,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,491 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $64,572 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILD ADVOCATES - DENVER CASA | |||||||
| 1420 OGDEN STREET SUITE A1 | DENVER | CO | 80218 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $4,000 |
| COLORADO PUBLIC RADIO | |||||||
| 4109 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $2,000 |
| COLORADO YOUTH TENNIS FOUNDATION | |||||||
| 3300 EAST BAYAUD SUITE 201 | DENVER | CO | 80209 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| CORNELL COLLEGE | |||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $10,000 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK STREET | DENVER | CO | 80206 | NON-FOUNDATION | GENERAL CONTRIBUTION | $20,000 | |
| DENVER DUMB FRIENDS LEAGUE | |||||||
| 2080 SOUTH QUEBEC STREET | ENGLEWOOD | CO | 80231 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| DENVER ZOO | |||||||
| 2300 STEELE STREET | DENVER | CO | 80205 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $25,600 |
| FREE TO BREATHE | |||||||
| 1 POINT PLACE SUITE 200 | MADISON | WI | 53719 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $150 |
| GIRLS ATHLETIC LEADERSHIP SCHOOL | |||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $15,000 |
| KENT DENVER | |||||||
| 4000 EAST QUINCY AVENUE | ENGLEWOOD | CO | 80113 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $14,000 |
| LARAMIE COUNTY LIBRARY FOUNDATION | |||||||
| 2200 PIONEER AVENUE | CHEYENNE | WY | 82001 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $2,500 |
| NATHAN YIP FOUNDATION | |||||||
| 4600 SOUTH ULSTER STREET SUITE 1400 | DENVER | CO | 80237 | NONE | FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| ROCKY MOUNTAIN PBS | |||||||
| 1089 BANNOCK STREET | DENVER | CO | 80204 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $2,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS INC | |||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| ROUNDUP RIVER RANCH | |||||||
| PO BOX 8589 | AVON | CO | 81260 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $5,000 |
| ST ANNE'S SCHOOL ANNUAL FUND | |||||||
| 2701 SOUTH YORK STREET | DENVER | CO | 80210 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $15,000 |
| UNIVERSITY OF COLORADO | |||||||
| 12700 EAST 19TH AVENUE C281 | AURORA | CO | 80045 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $50,000 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 WCR 53 | KEENESBERG | CO | 80643 | NONE | NON-FOUNDATION | GENERAL CONTRIBUTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,827 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,739 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $365,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $365,362 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARDSLEY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 S JACKSON STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $85,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $884,790 | EOYBookValueAmt |
| EOYFMV | $880,253 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,840,934 | EOYBookValueAmt |
| EOYFMV | $2,352,224 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $73,829 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $77,871 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,840 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $14,504 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $28,539 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,538 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,509 | $2,509 | $0 |
| FEDERAL INCOME TAX | $7,300 | $0 | $0 |