TROIS COEURS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TROIS COEURS FOUNDATION (EIN 26-2199465)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201501269349101400
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T16:08:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262199465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trois Coeurs Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TROI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mike McCurdie | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,048,903 | 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 | $920,497 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $936,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,885 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,785 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $132 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $912,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $121,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,028,757 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $139,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,052,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,048,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $139,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,052,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,052,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $912,924 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,052,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $82,938 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,851 | CostOrOtherBasisAmt |
| Gain Or Loss | $31,087 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $137,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135345 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,374 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,052 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $99,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095468 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.141362 | DistributionYr5Rt |
| Total Distribution | 0.509792 | TotalDistributionRt |
| Average Distribution | 0.101958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $290,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $341 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,982 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,540 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $682 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $682 | SubtotalAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $682 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Mary Pat McCurdie | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Michael McCurdie | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $288,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $295,140 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $295,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,427 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $290,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $682 | TotalTaxAmt |
| Distributable Before Adj | $13,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,540 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,854 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $7,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,227 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,540 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,686 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,083 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,560 | ExcessFromYear4Amt |
| Excess From Year2 | $4,227 | ExcessFromYear2Amt |
| Excess From Year1 | $12,025 | ExcessFromYear1Amt |
| Excess From Current Year | $7,686 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY PAT MCCURDIE | ContributingManagerNm |
| Contributing Manager | MICHAEL MCCURDIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOOK TRUST | |||||||
| 789 N SHERMAN ST STE 300A | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $5,000 |
| CANYON CONCERT BALLET | |||||||
| 1031 CONIFER ST STE 3 | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $3,000 |
| COMMUNITY RADIO FOR NORTHERN COLORADO | |||||||
| 1901 56TH AVE STE 200 | GREELEY | CO | 80634 | N/A | PC | General & Unrestricted | $120 |
| FORT COLLINS M USEUM OF DISCOVERY | |||||||
| 408 MASON CT | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $500 |
| FORT COLLINS SYMPHONY ASSN | |||||||
| 223 LINDEN ST STE 202 | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 4001 S TAFT HILL RD | FORT COLLINS | CO | 80526 | N/A | PC | General & Unrestricted | $500 |
| HOLY CROSS LUTHERAN CHURCH | |||||||
| PO BOX 732 | BRIGHAM CITY | UT | 84302 | N/A | PC | Box Elder Community Garden Program | $1,000 |
| LARIMER COUNTY PARTNERS INC | |||||||
| 530 S COLLEGE AVE STE 1 | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $1,000 |
| LARIMER COUNTY PARTNERS INC | |||||||
| 530 S COLLEGE AVE STE 1 | FORT COLLINS | CO | 80524 | N/A | PC | C4K Campaign | $1,500 |
| POUDRE HIGH SCHOOL | |||||||
| 201 IMPALA DR | FORT COLLINS | CO | 80521 | N/A | PC | International Baccalaureate Program | $500 |
| PUBLIC BROADCASTING OF COLORADO INC | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $500 |
| ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK INC | |||||||
| 1089 BANNOCK ST | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $395 |
| SPOKESBUZZ FORT COLLINS | |||||||
| 227 HAWKS NEST WAY | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $500 |
| UNITED WAY OF LARIMER COUNTY INC | |||||||
| 424 PINE ST STE 102 | FORT COLLINS | CO | 80524 | N/A | PC | Women Give Initiative | $500 |
| UNIVERSITY OF UTAH Huntsman Cancer Institute Div | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,515 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,884 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | McCurdie Michael | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 Skimmerhorn Street | AddressLine1Txt |
| City | Fort Collins | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $920,497 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ANNALY MTG MGMT INC. COM NLY, 2896 sh. | $32,710 | 2014-11-11 |
| 1 | ALTRIA GROUP INC MO, 804 sh. | $39,854 | 2014-11-11 |
| 1 | AMERICAN ELECTRIC POWER INC. AEP, 648 sh. | $37,607 | 2014-11-11 |
| 1 | BANK OF MONTREAL BMO, 449 sh. | $32,288 | 2014-11-11 |
| 1 | BANK OF NOVA SCOTIA BNS, 517 sh. | $31,165 | 2014-11-11 |
| 1 | BCE INC BCE, 765 sh. | $34,980 | 2014-11-11 |
| 1 | CHEVRON CORP CVX, 268 sh. | $31,620 | 2014-11-11 |
| 1 | GOLDMAN SACHS TR MLP ENERGY INFRASTRUCT GLPIX, 1691.057 sh. | $20,783 | 2014-11-11 |
| 1 | HSBC HOLDINGS PLC HSBC, 640 sh. | $32,330 | 2014-11-11 |
| 1 | HEALTH CARE REIT INC. HCN, 514 sh. | $36,383 | 2014-11-11 |
| 1 | LORILLARD INC LO, 582 sh. | $36,104 | 2014-11-11 |
| 1 | LOCKHEED MARTIN CORP LMT, 195 sh. | $36,580 | 2014-11-11 |
| 1 | ELI LILLY & CO LLY, 546 sh. | $37,259 | 2014-11-11 |
| 1 | MERCK & CO INC. MRK, 571 sh. | $34,020 | 2014-11-11 |
| 1 | MICROCHIP TECHNOLOGY INC. MCHP, 722 sh. | $31,364 | 2014-11-11 |
| 1 | NATIONAL RETAIL PROPERTIES INC NNN, 923 sh. | $35,356 | 2014-11-11 |
| 1 | ROYAL DUTCH SHEL PLC SPONS ADR B RDS-B, 407 sh. | $30,077 | 2014-11-11 |
| 1 | VENTAS INC VTR, 501 sh. | $34,258 | 2014-11-11 |
| 1 | GUGGENHEIM S&P 500 PURE GROWTH RPG, 3311 sh. | $262,496 | 2014-11-11 |
| 1 | GILEAD SCIENCES INC GILD, 476 sh. | $51,263 | 2014-11-11 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $39,854 | $39,613 |
| AMERICAN ELECTRIC POWER INC. | $37,607 | $39,347 |
| ANNALY MTG MGMT INC. COM | $32,710 | $31,306 |
| BANK OF MONTREAL | $32,288 | $31,758 |
| BANK OF NOVA SCOTIA | $31,165 | $29,510 |
| BCE INC | $34,980 | $35,083 |
| CALAMOS CONVERTIBLE GROWTH & I | $103,596 | $109,233 |
| CHEVRON CORP | $31,620 | $30,064 |
| ELI LILLY & CO | $37,259 | $37,669 |
| GILEAD SCIENCES INC | $51,263 | $44,868 |
| GOLDMAN SACHS TR MLP ENERGY IN | $70,783 | $66,467 |
| GUGGENHEIM S&P 500 PURE GROWTH | $222,303 | $224,962 |
| HEALTH CARE REIT INC. | $36,383 | $38,894 |
| HSBC HOLDINGS PLC | $32,330 | $30,227 |
| LOCKHEED MARTIN CORP | $36,580 | $37,551 |
| LORILLARD INC | $36,104 | $36,631 |
| MERCK & CO INC. | $34,020 | $32,427 |
| MICROCHIP TECHNOLOGY INC. | $31,364 | $32,569 |
| NATIONAL RETAIL PROPERTIES INC | $35,356 | $36,339 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $30,077 | $28,311 |
| UIT FIRST TRUST INTL HIGH DVD | $6 | $6 |
| VENTAS INC | $34,258 | $35,922 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,000 | $5,000 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,785 | Amt |
| Net Investment Income | $1,785 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2013 | CategoryTxt |
| Amt | $132 | Amt |