BARDSLEY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-18
- IRS object ID
- 201501699349100300
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-18T08:52:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 275559950 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERULLO CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5485 JEWELBERRY PL | AddressLine1Txt |
| City | HIGHLANDS RANCH | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801308934 | 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 | 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 |
| Address Line2 | ROOM/SUITE 307 | AddressLine2Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BARDSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3037811078 | PhoneNum |
| Signature | 2015-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID CERULLO | PreparerPersonNm |
| PTIN | P00696891 | PTIN |
| Phone | 7209885413 | PhoneNum |
| Preparation | 2015-06-15 | PreparationDt |
| 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 | $3,928,994 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,626 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,626 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,626 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $137,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,355 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $137,355 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,013 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $363,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $363,832 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $139,981 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $18,763 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,763 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $42,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,326 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,695 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $69,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,764,331 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,834,239 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,470,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $298,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $139,981 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,771 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $188,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,793 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $140,980 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $72,747 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $81,039 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,596,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,707,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,154,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,012,855 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $525,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $528,311 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,946,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,469,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,928,994 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,946,223 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,469,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,946,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,469,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,946,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,469,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,946,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,470,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,475,816 | SubtotalAmt |
| Other Decreases | $5,941 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,469,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,714.412 SHS DFA US TARGETED VALUE | P | 2011-06-08 | 2014-04-28 | $84,000 | $30,336 | $53,664 | $53,664 |
| 1,510.060 SHS DFA INTL SMALL CO | P | 2011-06-08 | 2014-04-28 | $30,000 | $19,142 | $10,858 | $10,858 |
| 4,197.980 SHS DFA INTL VALUE PORT | P | 2012-07-23 | 2014-04-28 | $83,100 | $55,023 | $28,077 | $28,077 |
| 4,740.984 SHS DFA INTL SMALL CAP | P | 2009-03-30 | 2014-04-28 | $101,200 | $44,808 | $56,392 | $56,392 |
| 970 SHS ISHARES RUSSELL MICROCAP | P | 2009-03-23 | 2014-04-28 | $69,522 | $25,600 | $43,922 | $43,922 |
| 300 SHS ISHARES RUSSELL MICROCAP | P | 2009-03-23 | 2014-04-28 | $21,505 | $7,918 | $13,587 | $13,587 |
| 1,368.326 SHS PIMCO MORTGAGE | P | 2013-05-21 | 2014-04-28 | $15,100 | $15,312 | -$212 | -$212 |
| 2.043 SHS PIMCO REAL RETURN | P | 2011-07-29 | 2014-06-23 | $24 | $23 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,851 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$212 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $399,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,503,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $274,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,731,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040756 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $325,703 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,949,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046870 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $284,499 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,509,327 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $163,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,893,843 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033341 | DistributionYr5Rt |
| Total Distribution | 0.217852 | TotalDistributionRt |
| Average Distribution | 0.043570 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,577,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,985 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $246,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,120 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,985 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,985 | SubtotalAmt |
| Tax Based On Investment Income | $2,985 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,800 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Overpayment | $9,749 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $4,749 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETSY BARDSLEY | IndividualWithBooksNm |
| Phone | 3037811078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E CHERRY CREEK SOUTH DR 307 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BARDSLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E CHERRY CREEK SOUTH DR 307 | 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 | 0.00 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,485,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,662,590 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,662,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,577,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,985 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,985 | TotalTaxAmt |
| Distributable Before Adj | $275,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $275,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $275,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,120 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $397,120 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,985 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $394,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $275,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $367,671 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $193,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $367,671 | AppliedToYear1Amt |
| Applied To Current Year | $29,449 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $193,339 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $193,339 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $53,110 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH BARDSLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLORADO BALLET | ||||||||
| 1075 SANTA FE DRIVE | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE CONTRIBUTION | $25,000 | ||
| KENT DENVER | ||||||||
| 4000 E QUINCY AVE | DENVER | CO | 80113 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | ||
| BREAKTHROUGH KENT DENVER | ||||||||
| 4000 E QUINCY AVE | DENVER | CO | 80113 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | ||
| COLORADO SYMPHONY | ||||||||
| 1000 14TH ST UNIT 15 | DENVER | CO | 80202 | 501(C)(1) | CHARITABLE CONTRIBUTION | $500 | ||
| CORNELL COLLEGE | ||||||||
| 600 1ST ST SW | MOUNT VERNON | IA | 52314 | 501(C)(3) | CHARITABLE CONTRIBUTION | $100,000 | ||
| NATHAN YIP FOUNDATION | ||||||||
| 4600 S ULSTER ST | DENVER | CO | 80237 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 | SUITE 1400 | |
| WINGS OVER THE ROCKIES | ||||||||
| 7711 E ACADEMY BLVD | DENVER | CO | 80230 | 501(C)(3) | CHARITABLE CONTRIBUTION | $20,000 | AIR AND SPACE MUSEUM | |
| COLORADO AVIATION | ||||||||
| PO BOX 201615 | DENVER | CO | 80220 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | HISTORICAL SOCIETY | |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | ||
| MIT | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 | ||
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | 501(C)(3) | CHARITABLE CONTRIBUTION | $4,000 | ||
| PROJECT ORBIS INTERNATIONAL | ||||||||
| 520 8TH AVE 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 | ||
| ROCKY MOUNTAIN PLANNED | ||||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | PARENTHOOD | |
| DENVER PUBLIC LIBRARY | ||||||||
| 10 W 10TH AVE PKWY | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 | ||
| SAT-7 NORTH AMERICA | ||||||||
| PO BOX 2770 | EASTON | MD | 21601 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | 501(C)(3) | CHARITABLE CONTRIBUTION | $720 | ||
| ST ANNE'S SCHOOL | ||||||||
| 2701 S YORK ST | DENVER | CO | 80210 | 501(C(3) | CHARITABLE CONTRIBUTION | $100,000 | ||
| DENVER ZOO | ||||||||
| 2300 STEELE ST | DENVER | CO | 80205 | 501(C)(3) | CHARITABLE CONTRIBUTION | $60,000 | ||
| GIRLS LEADERSHIP SCHOOL | ||||||||
| 750 GALAPAGO ST | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 | OF DENVER | |
| DENVER BOTANIC GARDENS | ||||||||
| 909 YORK ST | DENVER | CO | 80206 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | ||
| WILD ANIMAL SANCTUARY | ||||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | ||
| ROCKY MOUNTAIN PBS | ||||||||
| 1089 BANNOCK ST | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 | ||
| COLORADO PUBLIC RADIO | ||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,500 | ||
| ROUNDUP RIVER RANCH | ||||||||
| PO BOX 8589 | AVON | CO | 81620 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | ||
| DO AT THE ZOO - DENVER | ||||||||
| 2300 STEELE ST | DENVER | CO | 80205 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | ||
| REACH OUT & READ COLORADO | ||||||||
| 4380 S SYRACUSE ST | DENVER | CO | 80237 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 | SUITE 520 | |
| DENVER DUMB FRIENDS LEAGUE | ||||||||
| 2080 S QUEBEC ST | DENVER | CO | 80231 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 | ||
| DENVER URBAN GARDENS | ||||||||
| 1031 33RD ST 100 | DENVER | CO | 80205 | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 | ||
| PLANNED PARENTHOOD OF THE | ||||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | 501(C)(3) | CHARITABLE CONTRIBUTION | $3,900 | ROCKY MOUNTAINS | |
| PETER LUCE FOUNDATION | ||||||||
| 61 CHARLOU CIRCLE | ENGLEWOOD | CO | 80111 | SEE ATTACHED STATEMENT | $2,367,211 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,764,331 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,626 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $363,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $363,832 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $525,259 | EOYBookValueAmt |
| EOYFMV | $528,311 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,707,076 | EOYBookValueAmt |
| EOYFMV | $3,154,851 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $72,747 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $81,039 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $18,763 | LegalFeesAmt |
| Net Investment Income | $18,763 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR COST BASIS ADJUSTMENT | Desc |
| Amt | $5,941 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $42,326 | Amt |
| Net Investment Income | $42,326 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,695 | $2,695 |
| INCOME TAXES | $4,624 |