TANKERSLEY FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TANKERSLEY FAMILY FOUNDATION (EIN 26-2000467)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349102447
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:30:26-06:00 | 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 | 262000467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tankersley Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TANK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Jackson Tankersley Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-11-16 | 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 | $875,309 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $389 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $149 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$4,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,897 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $375 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,654 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$20,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,097 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $459,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $305,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $299,840 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $483,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $497,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $557,372 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $923,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $875,309 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $923,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $820,555 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $923,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $820,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $923,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $820,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $923,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $820,555 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $820,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $157,457 | $159,409 | -$1,952 | -$1,952 |
| Passthrough K1 Capital Gain | -$7,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,794 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $955,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069935 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $819,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,597 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $739,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073815 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $822,760 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065258 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,684 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $821,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058061 | DistributionYr5Rt |
| Total Distribution | 0.343812 | TotalDistributionRt |
| Average Distribution | 0.068762 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $939,802 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,645 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,165 | 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 | $22 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22 | SubtotalAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $93 | AppliedToEsTaxAmt |
| Total Payments And Credits | $193 | TotalPaymentsAndCreditsAmt |
| Overpayment | $171 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
| Refund | $71 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Jackson Tankersley Jr | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $392,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $557,372 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $954,114 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $954,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $939,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $46,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,165 | 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 | $95,165 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,143 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,968 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $6,620 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,707 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,165 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,968 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,971 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,620 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,383 | ExcessFromYear4Amt |
| Excess From Year3 | $18,707 | ExcessFromYear3Amt |
| Excess From Year2 | $21,956 | ExcessFromYear2Amt |
| Excess From Year1 | $19,108 | ExcessFromYear1Amt |
| Excess From Current Year | $48,197 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G Jackson Tankersley Jr | 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 |
|---|---|---|---|---|---|---|---|
| A PRECIOUS CHILD INC | |||||||
| 557 BURBANK ST UNIT E | BROOMFIELD | CO | 80020 | N/A | PC | Charitable Event | $250 |
| BOY SCOUTS OF AMERICA | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | General & Unrestricted | $100 |
| BOY SCOUTS OF AMERICA | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Tankersley Family Fund | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Charitable Event | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Charitable Event | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 10455 W 6TH AVE STE 100 | DENVER | CO | 80215 | N/A | PC | Investment in Character Campaign | $5,000 |
| CASTLE PINES SCHOLARSHIP FOUNDATION INC | |||||||
| 1000 HUMMINGBIRD DR | CASTLE ROCK | CO | 80108 | N/A | PC | General & Unrestricted | $150 |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | |||||||
| 400 S COLORADO BLVD STE 530 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $1,000 |
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING ST | CHARLESTON | SC | 29401 | N/A | PC | General & Unrestricted | $500 |
| CLYFFORD STILL MUSEUM | |||||||
| 1250 BANNOCK ST | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $5,000 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | N/A | SO I | General & Unrestricted | $10,000 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | N/A | SO I | Charitable Event | $1,000 |
| DENISON UNIVERSITY | |||||||
| PO BOX F | GRANVILLE | OH | 43023 | N/A | PC | Challenge Campaign | $1,500 |
| GALS THE GIRLS ATHLETIC LEADERSHIP SCHOOLS | |||||||
| 740 BELLA VISTA DR | LOUISVILLE | CO | 80027 | N/A | PC | Charitable Event | $3,000 |
| HOLDERNESS SCHOOL | |||||||
| PO BOX 1879 | PLYMOUTH | NH | 03264 | N/A | PC | Tankersley Family Endowment Fund | $1,000 |
| JOY TO THE WORLD FOUNDATION | |||||||
| 5550 TECH CENTER DR STE 305 | COLORADO SPRINGS | CO | 80919 | N/A | PC | KMF Music for a Bright Tomorrow Fund | $500 |
| JOY TO THE WORLD FOUNDATION | |||||||
| 5550 TECH CENTER DR STE 305 | COLORADO SPRINGS | CO | 80919 | N/A | PC | Swim with Mike Campaign | $250 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | N/A | PC | Charitable Event | $250 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | N/A | PC | General & Unrestricted | $250 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US | |||||||
| 2600 VIRGINIA AVE NW STE 1000 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $10,000 |
| PROSTATE CANCER EDUCATION COUNCIL | |||||||
| 7009 S POTOMAC ST STE 125 | CENTENNIAL | CO | 80112 | N/A | PC | Jack A. Vickers for Prostate Cancer Research and Early Detection Fund | $250 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL DARTMOTH COLLEGE | HANOVER | NH | 03755 | N/A | PC | Tuck Center for Private Equity Entrepreneurship | $2,500 |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL DARTMOTH COLLEGE | HANOVER | NH | 03755 | N/A | PC | Tuck Annual Giving Campaign | $5,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | General & Unrestricted | $1,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Amici Fund | $2,500 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Amici Fund | $2,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Dennis and Leesa Campbell Scholarship Fund | $10,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | Tankersley Endowment Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,739 | 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 | -$9,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $149 |
| Federal Tax Refund | 01 | $240 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$4,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,417 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD SHORT-TERM BOND INDEX | StockNm |
| EOY Book Value | $305,115 | EOYBookValueAmt |
| EOYFMV | $299,840 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MAVERICK FUND LTD C-3 S1 10 | $154,348 | $229,837 |
| MAVERICK LEVERED FUND LTD | $199,999 | $259,130 |
| MERITAGE INVESTMENT PARTNERS | $47,654 | $32,128 |
| MERITAGE PRIVATE EQUITY FD- PA | $42,443 | $9,974 |
| MERITAGE PRIVATE EQUITY FD- PB | $31,746 | $7,461 |
| RBI PARTNERS XI LP | $21,153 | $18,842 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,140 | $10,140 | |
| Bank Charges | $112 | $112 | |
| K-1 EXP MERITAGE INVESTMENT | $2,105 | $2,105 | |
| K-1 EXP MERITAGE PRIVATE | $118 | $118 | |
| K-1 EXP MERITAGE PRIVATE | $106 | $106 | |
| K-1 Exp RBI PARTNERS XI LP | $213 | $213 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERITAGE INVESTMENT | $149 | $149 |
| Federal Tax Refund | $240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2013 | CategoryTxt |
| Amt | $375 | Amt |