FOUNDATION FOR PROTECTION OFANIMALS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR PROTECTION OFANIMALS (EIN 20-5244649)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201613099349100216
- Schema version
- 2015v2.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T10:25:24-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-04 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,060,590 | 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 | $4,419 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,792 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,792 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $38,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,138 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,138 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,358 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,333 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $12 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $114,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,288 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,942 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,062 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $66,062 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,062 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $3,000 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,058 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,058 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,058 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $5,970 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,970 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,396 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,046 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,046 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $392 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $392 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,202 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $3,202 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,202 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $81,074 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $81,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $165,804 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $165,804 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,084 | CashBOYAmt |
| Cash EOY | $12,507 | CashEOYAmt |
| Cash EOYFMV | $12,507 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,170 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,555 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,108 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,108 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $530,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $497,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $546,670 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $591,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $576,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $471,890 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $311 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $836 | LandBOYAmt |
| Land EOY | $1,245 | LandEOYAmt |
| Land EOYFMV | $1,245 | LandEOYFMVAmt |
| Total Assets BOY | $1,181,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,115,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,060,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,181,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,115,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,181,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,181,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,115,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,181,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,115,346 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,115,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES | P | 2014-01-01 | 2015-12-31 | $280,547 | $232,797 | $47,750 | $47,750 | |
| APPOLLO INVESTMENT | P | 2014-01-20 | 2015-12-31 | $16,394 | $18,923 | -$2,529 | -$2,529 | |
| MORGAN STANLEY | P | 2014-01-01 | 2015-12-31 | $3,752 | $3,752 | $3,752 | ||
| K-1 CAPITAL GAINS | P | 2014-01-01 | 2015-12-31 | $2,140 | $2,140 | $2,140 | ||
| Macintosh Computer | P | 2009-07-15 | 2015-01-01 | $1,402 | $1,402 | |||
| Macbook pro | P | 2011-04-26 | 2015-09-02 | $1,400 | -$168 | -$168 | $1,232 | |
| Chevy Astro Van | P | 2008-01-31 | 2015-06-15 | $5,875 | -$587 | -$587 | $5,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,952 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,329,229 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.17676 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $233,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,492,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15640 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,079,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,668,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11887 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $195,942 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,809,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10826 | DistributionYr5Rt |
| Total Distribution | 0.735502 | TotalDistributionRt |
| Average Distribution | 0.147100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,185,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,332 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,159 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,767 | 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 | $827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $827 | SubtotalAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $164 | TotalPaymentsAndCreditsAmt |
| Tax Due | $663 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.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 | $66,062 |
| 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 940 spay/neuter surgeries for pets belonging to low income families | Description1Txt |
| Expenses1 | $65,824 | Expenses1Amt |
| Description2 | Provided grants, scholarships, sponsorships and donations to animal welfare groups in Colorado, Arizona and New Mexico. | Description2Txt |
| Expenses2 | $16,718 | Expenses2Amt |
| Description3 | Advertising pets for adoption for La Plata County Humane Society and Spring Creek Horse Rescue | Description3Txt |
| Expenses3 | $453 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,170,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,203,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,203,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,185,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,256 | 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 | $177,767 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $177,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $827 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,940 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $177,767 | CurrentYearAmt |
| Year1 | $236,302 | Year1Amt |
| Year2 | $234,605 | Year2Amt |
| Year3 | $189,115 | Year3Amt |
| Total | $837,789 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,096 | Year2Amt |
| Year3 | $222 | Year3Amt |
| Total | $1,318 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $177,767 | CurrentYearAmt |
| Year1 | $236,302 | Year1Amt |
| Year2 | $233,509 | Year2Amt |
| Year3 | $188,893 | Year3Amt |
| Total | $836,471 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,060,590 | CurrentYearAmt |
| Year1 | $1,287,971 | Year1Amt |
| Year2 | $1,416,320 | Year2Amt |
| Year3 | $1,349,561 | Year3Amt |
| Total | $5,114,442 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,060,590 | CurrentYearAmt |
| Year1 | $1,287,971 | Year1Amt |
| Year2 | $1,416,320 | Year2Amt |
| Year3 | $1,349,561 | Year3Amt |
| Total | $5,114,442 | 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 (8 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 | $1,681 |
| COLORADO FEDERATION OF ANIMAL WELFA | ||||||
| P O BOX 22603 | DENVER | CO | 80222 | PC | 2015 conference | $500 |
| SAN JUAN ANIMAL LEAGUE | ||||||
| P O BOX 142 | FARMINGTON | NM | 87499 | PC | subsidize spay/neuter for owned dogs and cats and feral cats | $6,000 |
| SPAY FIRST | ||||||
| 7949 SOUTH I-35 SERVICE RD | OKLAHOMA CITY | OK | 73149 | PC | RESEARCH AND DEVELOPMENT OF INJECTABLE CONTRACEPTIVE FOR DOGS | $3,000 |
| BEAR SMART | ||||||
| P O BOX 2291 | DURANGO | CO | 81302 | PC | GENERAL OPERATIONS | $500 |
| DOGSTERS SPAYNEUTER PROGRAM | ||||||
| 10 TOWN PLAZA 115 | DURANGO | CO | 81301 | PC | NM VETERINARY LICENSE FOR DVM | $364 |
| ANIMAL SHELTERING | ||||||
| C/O PO BOX 3334 | DURANGO | CO | 81302 | PC | ASSISTANCE | $10 |
| LA PLATA COUNTY HUMANE SOCIETY | ||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | PC | GENERAL OPERATIONS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,355 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,792 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,138 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,224 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,358 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| Non Taxable dividends | $15,035 | |
| Other revenues | $12 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,027 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,594 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,621 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3D | INTEREST IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES FOR FOUNDATION |
| 4D | DIVIDENDS ARE USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF FOUNDATION |
| 8D | SALE OF STOCKS HELPS SUPPORT THE FOUNDATION'S MISSION TO ASSIST IN CONTROLLING THE ANIMAL POPULATION AND ALSO TO HELP OTHER ORGANIZATIONS PROTECT ANIMALS. |
| 7D | OTHER INVESTMENT INCOME IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF THE FOUNDATION. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLARK, WHITE & ASSOCIATES | $4,500 | $0 | $4,500 | $4,500 |
| The Payroll Department | $1,470 | $0 | $1,470 | $1,470 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| Macbook pro | 2011-04-26 | $1,400 | $1,151 | 200DB | 0.1152 | $81 | $81 |
| macbook | 2015-09-02 | $1,556 | 200DB | 0.2000 | $311 | $311 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric | $17,203 | $23,308 |
| AMERICAN TOWER | $21,148 | $29,085 |
| AT&T | $27,806 | $26,152 |
| AUTOMATIC DATA | $16,862 | $28,805 |
| BCE | $27,688 | $23,944 |
| BERKSHIRE | $24,760 | $36,971 |
| BRISTOL MYERS | $13,079 | $27,516 |
| CHINA MOBILE LIMTIED | ||
| COLGATE PALMOLIVE | $27,607 | $34,642 |
| CROWN CASTLE | $24,943 | $31,986 |
| DUKE ENERGY | $21,417 | $21,417 |
| JOHNSON & JOHNSON | $27,001 | $41,088 |
| NATIONAL GRID PLC | ||
| PEPSICO | $27,472 | $37,970 |
| PG&E | ||
| VERIZON COMPANIES | $38,087 | $39,611 |
| VODAPHONE | $25,231 | $17,227 |
| XCEL ENERGY | $27,865 | $35,910 |
| BOEING CO | $29,670 | $33,256 |
| CDK GLOBAL INC. | ||
| YANDEX NVA | $19,879 | $9,196 |
| NEXPOINT RESIDENT TR | $18,662 | $17,449 |
| PJT PARTNERS INC | $122 | $905 |
| SOFT BANK CORP | $30,900 | $25,185 |
| SUMITOMO MITSUI FINL GROUP | $29,709 | $5,047 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO GLBL MGT | AT COST | ||
| KKR & CO LP | AT COST | $44,193 | $31,180 |
| BLACKSTONE GROUP | AT COST | $33,051 | $38,012 |
| OAK TREE CAPITAL LLC | AT COST | $34,127 | $33,404 |
| ELLINGTON FINANCIAL | AT COST | $44,823 | $33,560 |
| BLACKSTONE ALT MULT-STRAT | AT COST | $51,262 | $51,364 |
| LEGG MASON BW ALT CREDIT | AT COST | $78,585 | $69,646 |
| DBX TRACKERS MSCI | AT COST | $45,371 | $48,020 |
| I SHARES MSCI EAFE | AT COST | $44,970 | $48,652 |
| DBX TRACKERS MSCI JAPAN | AT COST | ||
| ISHARES MSCI EMERG MKT | AT COST | $17,494 | $14,598 |
| GSV CAPITAL CORP COM | AT COST | $19,966 | $15,788 |
| KAYNE & MIDSTREAM | AT COST | $26,977 | $8,659 |
| NEXPOINTS CREDITS STRATEGIES | AT COST | $45,996 | $20,440 |
| SALIENT MIDSTREAM | AT COST | $41,910 | $14,295 |
| PIMCO EQS LONG/SHORT | AT COST | $47,480 | $44,272 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,556 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $311 | AccumulatedDepreciationAmt |
| Book Value | $1,245 | BookValueAmt |
| EOYFMV | $1,245 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEAFFER LAW GROUP | CategoryTxt |
| Legal Fees | $1,058 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,058 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,058 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Advertising | $453 | $453 | $453 | |
| dues and subscriptions | $150 | $150 | $150 | |
| Investment expenses | $7,635 | $7,635 | $7,635 | $7,635 |
| Non-deductible partnership expenses | $376 | |||
| Office expense | $1,814 | $1,814 | $1,814 | |
| Postage | $141 | $141 | $141 | |
| Program related expenses | $2,511 | $2,511 | $2,511 | |
| Spaying expenses | $66,320 | $66,320 | $66,320 | |
| Telephone | $1,380 | $1,380 | $1,380 | |
| Vehicle expense | $670 | $670 | $670 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Non Taxable dividends | $15,035 | |
| Other Investment Income | $4,286 | |
| Other revenues | $12 | $12 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Taxes | $1,350 | ||
| Payroll taxes | $5,046 | $5,046 | $5,046 |