The Antero Charitable Foundation Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- The Antero Charitable Foundation Inc (EIN 20-2029784)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-21
- IRS object ID
- 201521119349100512
- 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 | 2015-04-21T15:43:35-05:00 | 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 | 202029784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Antero Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANTE | 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 | Daniel S Japha | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-09 | 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 | $308,556 | 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 | $95,769 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,013 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,511 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $799 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,826 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $246,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $265,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $301,730 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $312,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $308,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $312,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $272,545 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $312,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $272,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $312,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $272,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $312,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,683 | ExcessRevenueOverExpensesAmt |
| Subtotal | $272,545 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $272,545 | 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 | $112,089 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,144 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,945 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,945 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,537 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $381,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.334209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $364,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.272471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $475,863 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.300643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $524,045 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.3906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $335,382 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $584,819 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.57348 | DistributionYr5Rt |
| Total Distribution | 1.871403 | TotalDistributionRt |
| Average Distribution | 0.374281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $312,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $117,696 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,530 | 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 | $555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $555 | SubtotalAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $555 | 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 | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Megan Barry | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Angela E Japha | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Daniel Japha | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Jonathan Japha | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Yael Japha | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 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 | $306,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,742 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $317,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $312,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $555 | TotalTaxAmt |
| Distributable Before Adj | $15,094 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,094 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,094 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,530 | 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 | $156,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,094 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $307,293 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,256 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $799,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,530 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,094 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,436 | RemainingDistriFromCorpusAmt |
| Total Corpus | $941,147 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $307,293 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $633,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,866 | ExcessFromYear4Amt |
| Excess From Year3 | $120,748 | ExcessFromYear3Amt |
| Excess From Year2 | $81,548 | ExcessFromYear2Amt |
| Excess From Year1 | $109,256 | ExcessFromYear1Amt |
| Excess From Current Year | $141,436 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANGELA E JAPHA | ContributingManagerNm |
| Contributing Manager | DANIEL JAPHA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIED JEWISH FEDERATION OF COLORADO | |||||||
| 300 S DAHLIA ST 300 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $56,000 |
| ANOTHER CHILD FOUNDATION | |||||||
| 1100 LEE AVE | LAFAYETTE | LA | 70501 | N/A | PC | General & Unrestricted | $4,800 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TR | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | N/A | PC | General & Unrestricted | $500 |
| MIDWEST CITY FREE METHODIST CHURCH | |||||||
| 6500 E RENO AVE | MIDWEST CITY | OK | 73110 | N/A | PC | General & Unrestricted | $1,800 |
| OKLAHOMA STATE UNIVERSITY ALUMNI ASSOCIATION | |||||||
| 201 CONOCO PHILLIPS ALUMNI CTR | STILLWATER | OK | 74078 | N/A | PC | Need based Scholarship Fund | $10,000 |
| PARKINSON FOUNDATION OF OKLAHOMA | |||||||
| 720 W WILSHIRE BLVD STE 109 | OKLAHOMA CITY | OK | 73116 | N/A | PC | General & Unrestricted | $3,600 |
| ROCKY MOUNTAIN CHILDRENS LAW CENTER | |||||||
| 1325 S COLORADO BLVD STE 701 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $36,000 |
| SHALOM PARK | |||||||
| 14800 E BELLEVIEW DR | AURORA | CO | 80015 | N/A | PC | General & Unrestricted | $10,000 |
| THE ELEPHANT SANCTUARY IN TENNESSEE | |||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | PC | General & Unrestricted | $4,000 |
| WELLSHIRE PRESBYTERIAN CHURCH | |||||||
| 2999 S COLORADO BLVD | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $20,000 |
| WORLD LAND TRUST US | |||||||
| 25 HORNER ST | WARRENTON | VA | 20186 | N/A | PC | General & Unrestricted | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,300 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,068 | 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 | $16,320 | 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 | $23,388 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,388 | 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 | Cat Paw LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Daniel Japha 5455 Landmark Pl | AddressLine1Txt |
| City | Greenwood Village | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $95,769 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MOLSON COOR BREW CO CL B TAP, 125 sh. | $9,448 | 2014-12-18 |
| 1 | J2 GLOBAL INC JCOM, 189 sh. | $11,627 | 2014-12-18 |
| 1 | HASBRO INC HAS, 142 sh. | $7,996 | 2014-11-20 |
| 1 | INTEL CORP INTC, 617 sh. | $21,586 | 2014-11-20 |
| 1 | MICROSOFT CORPORATION MSFT, 520 sh. | $25,108 | 2014-11-20 |
| 1 | PNC FINANCIAL GROUP INC. PNC, 231 sh. | $20,004 | 2014-11-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS INST | $31,942 | $29,246 |
| ASTON/RIVER RD SELECT VALUE | $12,276 | $10,761 |
| BROWNIA GROWTH EQUITY FUND | $10,474 | $15,624 |
| FRONTEGRA IRONBRIDGE SMID FD | $7,172 | $9,864 |
| ISHARES IBOXX $ HIGH YIELD COR | $48,973 | $49,818 |
| JP MORGAN ALERIAN MLP INDX ETF | $11,749 | $15,393 |
| JP MORGAN US LARGE CAP CORE | $62,421 | $90,279 |
| LAZARD EMERGING MARKETS EQUITY | $10,132 | $9,555 |
| LOOMIS SAYLES BOND FUND | $34,861 | $36,274 |
| SCHWAB HEDGED FUND SEL SHARES | $9,905 | $10,889 |
| THORNBURG GLOBAL VALUE FD CL I | $17,804 | $16,427 |
| WILLIAM BLAIR INTL SMALL CAP | $8,010 | $7,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,205 | $6,205 |
| 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 | $1,511 | Amt |
| Net Investment Income | $1,511 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2013 | CategoryTxt |
| Amt | $799 | Amt |