FOUNDATION FOR PROTECTION OFANIMALS: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR PROTECTION OFANIMALS (EIN 20-5244649)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349101103
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T13:04:37-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark White & Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1619 | AddressLine1Txt |
| City | Durango | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 813021619 | 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 | 205244649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR PROTECTION OF ANIMALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 8776547729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY HAUGEN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karla Clark | PreparerPersonNm |
| PTIN | P00169022 | PTIN |
| Phone | 9702473954 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,287,971 | 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 | $1,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,323 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,323 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $60,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,416 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $60,416 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,465 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,609 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,539 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $156,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,204 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $63,278 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,872 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $64,872 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $64,872 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $3,000 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,347 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $14,347 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,347 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,429 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,429 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,429 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,059 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $6,059 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,059 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $234 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $234 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,407 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $4,407 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,407 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $76,713 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $171,061 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,827 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $171,061 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,696 | CashBOYAmt |
| Cash EOY | $4,084 | CashEOYAmt |
| Cash EOYFMV | $4,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,436 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,960 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,555 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,555 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $909,482 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $651,370 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $275,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $591,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $577,527 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,841 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,070 | LandBOYAmt |
| Land EOY | $836 | LandEOYAmt |
| Total Assets BOY | $1,260,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,181,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,287,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,260,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,181,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,260,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,181,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,260,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,181,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,260,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,181,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,181,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,465 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,492,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.15640 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,079,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.17521 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,668,746 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $195,942 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,809,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,442,631 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10503 | DistributionYr5Rt |
| Total Distribution | 0.66378 | TotalDistributionRt |
| Average Distribution | 0.13276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,329,229 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,350 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,813 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,302 | 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 | $1,350 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,350 | SubtotalAmt |
| Tax Based On Investment Income | $1,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,514 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,514 | TotalPaymentsAndCreditsAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | 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 | www.protectionofanimals.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY HAUGEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8776546545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| WENDY HAUGEN | |||||||
| P O BOX 3334 | DURANGO | CO | 81302 | Executive Dir. | 40.00 | $64,872 | $3,000 |
| JAN BOWLER | |||||||
| 445 IRON KING | DURANGO | CO | 81301 | Director | 2.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Spay Colorado - statewide referral program to low cost spay neuter programs. Monies paid by the foundation to private and non-profit organizations to directly subsidize 940 spay/neuter surgeries for pets belonging to low income families | Description1Txt |
| Expenses1 | $57,423 | Expenses1Amt |
| Description2 | Provided grants, scholarships, sponsorships and donations to animal welfare groups in Colorado, Arizona and New Mexico. The number of animals treated were 971. | Description2Txt |
| Expenses2 | $65,475 | Expenses2Amt |
| Description3 | Advertising pets for adoption for La Plata County Humane Society and Spring Creek Horse Rescue | Description3Txt |
| Expenses3 | $3,624 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,304,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,349,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,349,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,329,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,302 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $236,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,350 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $234,952 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-16 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $236,302 | CurrentYearAmt |
| Year1 | $234,605 | Year1Amt |
| Year2 | $189,115 | Year2Amt |
| Year3 | $199,143 | Year3Amt |
| Total | $859,165 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $1,096 | Year1Amt |
| Year2 | $222 | Year2Amt |
| Year3 | $783 | Year3Amt |
| Total | $2,101 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $236,302 | CurrentYearAmt |
| Year1 | $233,509 | Year1Amt |
| Year2 | $188,893 | Year2Amt |
| Year3 | $198,360 | Year3Amt |
| Total | $857,064 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,287,971 | CurrentYearAmt |
| Year1 | $1,416,320 | Year1Amt |
| Year2 | $1,349,561 | Year2Amt |
| Year3 | $1,565,230 | Year3Amt |
| Total | $5,619,082 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,287,971 | CurrentYearAmt |
| Year1 | $1,416,320 | Year1Amt |
| Year2 | $1,349,561 | Year2Amt |
| Year3 | $1,565,230 | Year3Amt |
| Total | $5,619,082 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WENDY HAUGEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3334 | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8776547729 | RecipientPhoneNum |
| Recipient Email Address | whaugen@spaycolorado.org | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANNUAL DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDING IS FOR COMPANION ANIMAL POPULATION CONTROL EFFORTS IN THE STATES OF AZ, NM AND CO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PET PROJECT CANON CITY | ||||||
| P O BOX 3 | CANON CITY | CO | 81215 | PC | FERALS AND PET CAT CLINIC | $3,000 |
| MONTROSE ANIMAL PROTECTION AGENCY | ||||||
| P O BOX 2009 | MONTROSE | CO | 81402 | PC | SPAY/NEUTER FOR FERAL CATS | $2,500 |
| DEMING ANIMAL GUARDIANS | ||||||
| 14325 CR B043 SE | DEMING | NM | 88030 | PC | SPAY/NEUTER FOR FERAL CATS | $3,000 |
| HUMANE SOCIETY OF THE FOUR CORNERS | ||||||
| 215 W MAIN ST | FARMINGTON | NM | 87401 | PC | SPAY/NEUTER FOR FERAL CATS | $765 |
| FRIENDS OF THE RIFLE ANIMAL SHELTER | ||||||
| 569 CR 265 | RIFLE | CO | 81650 | SPAY/NEUTER FOR FERAL CATS | $3,000 | |
| FORT COLLINS CAT RESCUE | ||||||
| 2321 E MULBERRY ST 124 | FORT COLLINS | CO | 80524 | PC | SPAY/NEUTER FOR FERAL CATS | $3,000 |
| LA PLATA COUNTY HUMANE SOCIETY | ||||||
| 111 S CAMINO DEL RIO | DURANGO | CO | 81303 | ANNUAL BARK AND WINE FUNDRAISING EVENT AND OTHER SPONSORSHIPS | $1,185 | |
| LA PLATA COUNTY HUMANE SOCIETY | ||||||
| 1111 S CAMINO DEL RIO RD | DURANGO | CO | 81303 | PURCHASE NEW AUTOCLAVE | $2,525 | |
| SOUL DOG RESCUE | ||||||
| P O BOX 270534 | ST LOUIS | MO | 63126 | REMODEL TOWAC MOUNTAIN UTE ANIMAL SHELTER | $1,030 | |
| ANIMALS 24-7 | ||||||
| P O BOX 101 | GREENBANK | WA | 98253 | RESEARCH/GENERAL OPERATING EXPENSES | $1,000 | |
| COMMUNITY RESOURCE CENTER | ||||||
| 1111 S CAMINO DEL RIO | DURANGO | CO | 81303 | BOARD TRAINING FOR LA PLATA COUNTY HUMANE SOCIETY | $125 | |
| HOUSTON COLLIE RESCUE | ||||||
| P O BOX 526 | STAFFORD | TX | 77497 | EXPENSES RELATED TO HOARDING SEIZURE | $300 | |
| COLORADO ANIMAL RESCUE | ||||||
| 2801 COUNTY ROAD 114 | GLENWOOD SPRINGS | CO | 81603 | SPAY/NEUTER OWNED PETS | $3,000 | |
| COMMUNITY RESOURCE CENTER | ||||||
| 789 SHERMAN STREET SUITE 210 | DENVER | CO | 80203 | SUPPORT FOR SOUTHWEST COLORADO RURAL PHILANTHROPY DAYS EVENT | $2,145 | |
| COLORADO FEDERATION OF ANIMAL WELFA | ||||||
| P O BOX 22603 | DENVER | CO | 80222 | 2014 conference | $500 | |
| FOR PETS SAKE HUMANE SOCIETY | ||||||
| P O BOX 1705 | CORTEZ | CO | 81321 | CONFERENCE SPONSORSHIP | $4,500 | |
| GUNNISON VALLEY ANIMAL WELFARE LEAG | ||||||
| 98 BASIN PARK DR | GUNNISON | CO | 81230 | PC | SPAY/NEUTER OWNED PETS | $1,500 |
| HUMANE SOCIETY OF SEDONA | ||||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | PC | SPAY/NEUTER PETS AND FERAL CATS | $3,000 |
| NORTHERN COLO FRIENDS OF FERALS | ||||||
| 4820 EAGLE LAKE DR | FORT COLLINS | CO | 80524 | PC | SPAY/NEUTER FERAL CAT COLONIES IN LARIMER AND WELD COUNTIES | $1,500 |
| GREEN VALLEY PAWS PATROL | ||||||
| P O BOX 1642 | GREEN VALLEY | AZ | 85622 | PC | SPAY/NEUTER FERAL CATS | $1,500 |
| PUEBLO ANIMAL SERVICES | ||||||
| 4600 EAGLERIDGE PLACE | PUEBLO | CO | 81008 | PC | SPAY/NEUTER OWNED PETS | $2,000 |
| RANGELY ANIMAL SHELTER | ||||||
| 407 BRONCO RD | RANGELY | CO | 81648 | PC | SCHOLARSHIP FOR NATIONAL ANIMAL CONTROL ACADEMY TRAINING | $1,700 |
| BERNESEMOUNTAIN DOG CLUB OF THE ROC | ||||||
| c/o 9629 FALLEN ROCK RD | CONIFER | CO | 80433 | DONATION | $200 | |
| SAN JUAN ANIMAL LEAGUE | ||||||
| P O BOX 142 | FARMINGTON | NM | 87499 | PC | subsidize spay/neuter for owned dogs and cats and feral cats | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,475 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,323 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,416 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,016 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,465 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenues | Desc |
| Related Or Exempt Function Incm | $1,539 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $95,020 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,813 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3D | INTEREST IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES FOR FOUNDATION |
| 4D | DIVIDENDS ARE USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF FOUNDATION |
| 8D | SALE OF STOCKS HELPS SUPPORT THE FOUNDATION'S MISSION TO ASSIST IN CONTROLLING THE ANIMAL POPULATION AND ALSO TO HELP OTHER ORGANIZATIONS PROTECT ANIMALS. |
| 7D | OTHER INVESTMENT INCOME IS USED TO SUPPORT ADMINISTRATIVE ACTIVITIES OF THE FOUNDATION. |
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 | The Payroll Department | CategoryTxt |
| Amt | $1,429 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,429 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,429 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| Macintosh Computer | 2009-07-15 | $1,402 | $1,329 | 200DB | 0.0576 | $73 | $73 |
| Macbook pro | 2011-04-26 | $1,400 | $990 | 200DB | 0.1152 | $161 | $161 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric | $25,805 | $36,432 |
| AMERICAN TOWER | $27,493 | $38,552 |
| AT&T | $27,806 | $25,528 |
| AUTOMATIC DATA | $21,822 | $36,683 |
| BCE | $27,688 | $28,433 |
| BERKSHIRE | $24,760 | $42,042 |
| BRISTOL MYERS | $13,079 | $23,612 |
| CHINA MOBILE LIMTIED | $27,305 | $30,586 |
| CHUBB CORPORATION | ||
| COCA COLA | ||
| COLGATE PALMOLIVE | $27,607 | $35,979 |
| COSTCO WHOLESALE CORP | ||
| CROWN CASTLE | $24,943 | $29,119 |
| DIAGEO PLC | ||
| DUKE ENERGY | $27,839 | $35,922 |
| EDISON INTERNATIONAL | ||
| ENBRIDGE, INC. | ||
| GENERAL MILLS | ||
| IBM | ||
| JOHNSON & JOHNSON | $27,001 | $41,828 |
| KELLOGG COMPANY | ||
| KIMBERLY CLARK | ||
| MCDONALD CORP | ||
| NATIONAL GRID PLC | $27,821 | $36,037 |
| PEPSICO | $27,472 | $35,933 |
| PG&E | $27,814 | $34,074 |
| PRAXAIR INC | ||
| PROCTOR & GAMBLE | ||
| SEMPRA ENERGY | ||
| SOUTHERN CO | ||
| TJX COS | ||
| UPS | ||
| VERIZON COMPANIES | $38,087 | $40,090 |
| VODAPHONE | $25,231 | $18,247 |
| XCEL ENERGY | $27,865 | $35,920 |
| BOEING CO | $29,670 | $29,895 |
| CDK GLOBAL INC. | $3,143 | $5,951 |
| YANDEX NVA | $19,879 | $10,507 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO GLBL MGT | AT COST | $19,413 | $16,506 |
| KKR & CO LP | AT COST | $45,039 | $46,420 |
| BLACKSTONE GROUP | AT COST | $34,145 | $43,979 |
| OAK TREE CAPITAL LLC | AT COST | $35,432 | $36,281 |
| ELLINGTON FINANCIAL | AT COST | $47,094 | $39,920 |
| DBX TRACKERS MSCI | AT COST | $50,475 | $52,243 |
| I SHARES MSCI EAFE | AT COST | $49,767 | $51,211 |
| DBX TRACKERS MSCI JAPAN | AT COST | $49,716 | $53,693 |
| ISHARES MSCI EMERG MKT | AT COST | $24,783 | $24,068 |
| GSV CAPITAL CORP COM | AT COST | $19,966 | $14,542 |
| KAYNE & MIDSTREAM | AT COST | $26,977 | $23,828 |
| NEXPOINTS CREDITS STRATEGIES | AT COST | $45,996 | $44,920 |
| SALIENT MIDSTREAM | AT COST | $41,910 | $35,970 |
| PIMCO EQS LONG/SHORT | AT COST | $100,437 | $93,946 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Auto./Transportation Equip. | $5,875 | $5,288 | $587 |
| Machinery and Equipment | $2,802 | $2,553 | $249 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HARLAN GROUP INC | $2,500 | $0 | $2,500 | $2,500 |
| LEAFFER LAW GROUP | $11,847 | $0 | $11,847 | $11,847 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Advertising | $3,624 | $3,624 | $3,624 | |
| dues and subscriptions | $50 | $50 | $50 | |
| Investment expenses | $8,195 | $8,195 | $8,195 | $8,195 |
| Miscellaneous | $605 | $605 | $605 | |
| Non-deductible partnership expenses | $94 | $94 | $94 | |
| Office expense | $3,243 | $3,243 | $3,243 | |
| Program related expenses | $2,809 | $2,809 | $2,809 | |
| Spaying expenses | $57,423 | $57,423 | $57,423 | |
| Vehicle expense | $670 | $670 | $670 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Other Investment Income | $12,070 | |
| Other revenues | $1,539 | $1,539 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Taxes | $1,096 | $1,096 | $1,096 |
| Payroll taxes | $4,963 | $4,963 | $4,963 |