LEDERER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEDERER FOUNDATION (EIN 13-6108527)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349102316
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T14:08:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840960772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSBERY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 WALNUT STREET SUITE 200 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803025335 | 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 | 136108527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDE | BusinessNameControlTxt |
| Phone | 3032224333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1690 GLEN DEE DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN LEDERER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3032224333 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA EKREM VOGEL | PreparerPersonNm |
| PTIN | P00349873 | PTIN |
| Phone | 3034442240 | 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 | $1,020,732 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,919 | 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 |
| Accounting Fees Rev And Expnss | $2,706 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,436 | CashBOYAmt |
| Cash EOY | $52,942 | CashEOYAmt |
| Cash EOYFMV | $52,942 | CashEOYFMVAmt |
| Corporate Stock BOY | $959,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,597 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $987,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $956,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,020,732 | 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 | $987,010 | RetainedEarningBOYAmt |
| Retained Earning EOY | $956,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $987,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $956,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $987,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $956,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $987,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $956,940 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $956,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 705 DFA INTL REAL ESTATE SECURITIES | P | 2014-08-20 | 2014-12-02 | $4,000 | $4,068 | -$68 | -$68 |
| 66 GATEWAY FUND CL Y | P | 2014-08-20 | 2014-12-02 | $1,973 | $2,000 | -$27 | -$27 |
| 295 JP MORGAN EXCH TRADED | P | 2014-01-01 | 2014-12-04 | $14,342 | $15,644 | -$1,302 | -$1,302 |
| 96 PIMCO LOW DURATION FUND | P | 2013-07-30 | 2014-04-22 | $980 | $994 | -$14 | -$14 |
| 143 PIMCO LOW DURATION FUND | P | 2014-08-01 | 2014-09-29 | $1,474 | $1,500 | -$26 | -$26 |
| 202 PIMCO SHORT TERM | P | 2014-01-01 | 2014-12-02 | $1,978 | $2,020 | -$42 | -$42 |
| 561 VANGUARD SHORT TERM | P | 2014-01-01 | 2014-12-02 | $6,000 | $6,082 | -$82 | -$82 |
| 696 FIDELITY FLOATING RATE | P | 2013-11-13 | 2014-11-14 | $6,837 | $6,965 | -$128 | -$128 |
| 136 GATEWAY US PFD ETF | P | 2003-12-01 | 2014-12-02 | $4,027 | $3,757 | $270 | $270 |
| 125 ISHARES US PFD ETF | P | 2013-05-31 | 2014-12-02 | $4,954 | $5,084 | -$130 | -$130 |
| 2716 PIMCO COMMODITY REAL | P | 2013-08-29 | 2014-09-30 | $14,179 | $17,500 | -$3,321 | -$3,321 |
| 3695 PIMCO LOW DURATION FUND INSTL | P | 2013-07-30 | 2014-09-29 | $38,049 | $38,006 | $43 | $43 |
| 2310.803 PIONEER CORE EQUITY FUND A | P | 2013-01-01 | 2014-12-02 | $40,000 | $40,878 | -$878 | -$878 |
| 85 SPDR GOLD SHARES | P | 2009-09-01 | 2014-12-04 | $9,849 | $7,934 | $1,915 | $1,915 |
| 54 DFA INTL REAL ESTATE SEC | P | 2013-01-01 | 2014-12-02 | $9,930 | $6,021 | $3,909 | $3,909 |
| 106 MATTHEWS PACIFIC TIGER | P | 2010-09-07 | 2014-12-02 | $3,000 | $2,257 | $743 | $743 |
| 39 OAKMARK INTL | P | 2011-09-09 | 2014-12-02 | $1,000 | $624 | $376 | $376 |
| 2603 PIMCO LOW DURATION | P | 2008-01-17 | 2014-09-29 | $26,804 | $26,648 | $156 | $156 |
| 143 PIMCO LOW DURATION FUND | P | 2008-01-17 | 2014-09-30 | $1,475 | $1,466 | $9 | $9 |
| 50 DODGE & COX STOCK | P | 2008-03-25 | 2014-09-23 | $9,000 | $6,188 | $2,812 | $2,812 |
| 233 AMERICAN FUNDS GROWTH | P | 2010-03-02 | 2014-09-23 | $10,663 | $6,361 | $4,302 | $4,302 |
| 183 LONGLEAF PARTNERS | P | 2009-02-10 | 2014-09-23 | $6,394 | $2,876 | $3,518 | $3,518 |
| 816 EII INTERNATIONAL | P | 2008-03-25 | 2014-08-07 | $15,811 | $15,279 | $532 | $532 |
| CAPITAL GAINS DIVIDENDS | P | $16,581 | $16,581 | $16,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $913,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088723 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $917,893 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,829 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $901,761 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,551 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,181,813 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,809 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $864,303 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057629 | DistributionYr5Rt |
| Total Distribution | 0.334141 | TotalDistributionRt |
| Average Distribution | 0.066828 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $960,759 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,206 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,750 | 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 | $429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $98 | TotalPaymentsAndCreditsAmt |
| Tax Due | $331 | TaxDueAmt |
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 | NY | 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 | ANN LEDERER | IndividualWithBooksNm |
| Phone | 3032224333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1690 GLEN DEE DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN LEDERER | ||||||||
| 1690 GLEN DEE DR | LAKEWOOD | CO | 80215 | PRES | 0.00 | $0 | $0 | $0 |
| ROBERT HICKLER | ||||||||
| 1690 GLEN DEE DR | LAKEWOOD | CO | 80215 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ELAINE GRANATA | ||||||||
| 2071 GRAPE ST | DENVER | CO | 80207 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MEKAYLA BEAVER | ||||||||
| 795 HARTFORD DR | BOULDER | CO | 80305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GREGORY BROWN | ||||||||
| 795 HARTFORD DR | BOULDER | CO | 80305 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $950,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $975,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $975,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $960,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,038 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $429 | TotalTaxAmt |
| Distributable Before Adj | $47,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $429 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,797 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $17,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,509 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,961 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,277 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,797 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,869 | ExcessFromYear3Amt |
| Excess From Year2 | $17,509 | ExcessFromYear2Amt |
| Excess From Year1 | $35,961 | ExcessFromYear1Amt |
| Excess From Current Year | $29,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN LEDERER | ContributingManagerNm |
| Contributing Manager | ROBERT HICKLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CLIMATE EDUCATION | |||||||
| 360 22ND ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 303 EAST 17TH | DENVER | CO | 80203 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 989 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| BUILDING BRIDGES | |||||||
| PO BOX 101958 | DENVER | CO | 80250 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||||
| 820 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| CHINOOK FUND | |||||||
| 3280 DOWNING ST | DENVER | CO | 80205 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| COLORADO CENTER ON LAW AND POLICY | |||||||
| 789 SHERMAN ST | DENVER | CO | 80203 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| CONSERVATION COLORADO | |||||||
| 1536 WYNKOOP ST 5C | DENVER | CO | 80202 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| FREE PRESS | |||||||
| 40 MAIN ST SUITE 301 | FLORENCE | MA | 10001 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| FUTURES WITHOUT VIOLENCE | |||||||
| 100 MONTGOMERY ST | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| GLOBAL FUND FOR WOMEN | |||||||
| 222 SUTTER ST SUITE 500 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| GLOBAL GREENGRANTS | |||||||
| 2840 WILDERNESS PLACE SUITE E | BOULDER | CO | 80301 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| GREAT EDUCATION COLORADO | |||||||
| 1000 E 16TH AVE 108 | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| HUNGER FREE COLORADO | |||||||
| 7000 S YOSEMITE SUITE 170 | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| MEDIA MATTERS | |||||||
| 455 MASS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| METRO CARE RING | |||||||
| 1100 EAST 18TH ST | DENVER | CO | 80218 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| NARAL PRO CHOICE AMERICA FOUNDATION | |||||||
| 1156 15TH ST NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| NEW ISRAEL FUND | |||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 3489 W 72ND AVE SUITE 211 | WESTMINSTER | CO | 80003 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| SUNLIGHT FOUNDATION | |||||||
| 1818 N ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02238 | NONE | 501(C)(3) | CHARITABLE | $7,000 |
| URGENT ACTION FUND | |||||||
| 2301 MISSION ST SUITE 105 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | CHARITABLE | $8,500 |
| WOMEN'S FOUNDATION OF COLORADO | |||||||
| 1901 EAST ASBURY AVE | DENVER | CO | 80208 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| JUST VISION LOCAL CALL | |||||||
| 1616 P STREET NW SUITE 340 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| REVISION | |||||||
| 3735 MORRISON RD | DENVER | CO | 80219 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| WEALTH FOR THE COMMON GOOD | |||||||
| 1850 M ST SUITE 1100 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,919 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,919 | 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 Person | ROBERT HICKLER AND ANN LEDERER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1690 GLEN DEE DR | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | 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 | $2,706 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB | $504,276 | $579,621 |
| PIONEER | $399,529 | $387,976 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $193 | EOYBookValueAmt |
| EOYFMV | $193 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $3,842 | $3,842 | $0 |
| MISCELLANEOUS | $107 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $400 | $0 | $0 |
| NEW YORK STATE | $250 | $0 | $250 |
| FOREIGN TAXES | $184 | $184 | $0 |