RAY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAY FOUNDATION (EIN 30-6296992)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201412199349100526
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-07T21:30:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306296992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ray Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER W BULLARD | InCareOfNm |
| Business Name Control | RAYF | BusinessNameControlTxt |
| Phone | 9702235900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 270098 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Fort Collins | City |
| State | CO | State |
| ZIP Code | 80527 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter W Bullard | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9702235900 | PhoneNum |
| Signature | 2014-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,087,043 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,319,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,698 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,134,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,335 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,026 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $78,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,227 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $711 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,859,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,547 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $202,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,930,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,930,458 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,768,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,899,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,156,585 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,971,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,830,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,087,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,971,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,830,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,971,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,830,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,971,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,830,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,971,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,859,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,830,283 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,830,283 | 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 | $1,319,955 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,223,257 | CostOrOtherBasisAmt |
| Gain Or Loss | $96,698 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $96,698 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,698 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,673 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,794,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033247 | DistributionYr1Rt |
| Total Distribution | 0.033247 | TotalDistributionRt |
| Average Distribution | 0.016624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,669,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,680 | 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 | $1,235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,235 | SubtotalAmt |
| Tax Based On Investment Income | $1,235 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $835 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,235 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER W BULLARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9702235900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 E HORSETOOTH RD BLDG 6 STE 200 | AddressLine1 |
| City | Fort Collins | City |
| State | CO | State |
| ZIP Code | 80525 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Terry E Bolack | ||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $0 |
| Peter W Bullard | ||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $0 |
| David J Hajny | ||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Sec / Trustee | 1.0 | $0 |
| Adrienne C Hanley | ||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 1.0 | $0 |
| Jay D Rosenblum | ||||||
| PO Box 270098 | Fort Collins | CO | 80527 | Trustee | 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 | $2,015,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $695,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,710,343 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,710,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,669,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,235 | TotalTaxAmt |
| Distributable Before Adj | $132,249 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $132,249 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $132,249 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,680 | 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 | $263,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $262,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,447 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $263,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,447 | AppliedToYear1Amt |
| Applied To Current Year | $132,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,984 | RemainingDistriFromCorpusAmt |
| Total Corpus | $101,984 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $101,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $101,984 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERRY E BOLACK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER USA | |||||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN BIRD CONSERVANCY | |||||||
| 4249 LOUDOUN AVE BOX 249 | THE PLAINS | VA | 20198 | N/A | PC | Birds and Collisions Program | $500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Oklahoma Tornado Disaster Relief | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Disaster relief | $500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 97089 | WASHINGTON | DC | 20090 | N/A | PC | Philippines Typhoon Relief | $5,000 |
| AMERICAN RED CROSS - MILE HIGH CHAPTER | |||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | N/A | PC | Colorado Floods Relief | $10,000 |
| BOULDER SHELTER FOR THE HOMELESS INC | |||||||
| 4869 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $1,000 |
| CARE AND SHARE INC | |||||||
| 2605 PREAMBLE PT | COLORADO SPGS | CO | 80915 | N/A | PC | Mobile Food pantries, send hunger packing, and Healthy Kids Club Programs | $1,000 |
| CITIHOPE INTERNATIONAL INC | |||||||
| PO BOX 626 | MARGARETVILLE | NY | 12455 | N/A | PC | Medical relief Program | $500 |
| COLORADO FARM BUREAU FOUNDATION | |||||||
| 9177 E MINERAL CIR | CENTENNIAL | CO | 80112 | N/A | PC | Colorado Floods Relief | $5,000 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | PC | Colorado Floods Relief | $5,000 |
| COMMUNITY FOUNDATION OF NORTHERN COLORADO | |||||||
| 4745 WHEATON DR | FORT COLLINS | CO | 80525 | N/A | PC | Colorado Floods Relief, Loveland Floods Relief, and Poudre River Community Flood Relief | $50,000 |
| CONVOY OF HOPE | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | General & Unrestricted | $500 |
| CONVOY OF HOPE | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | Typhoon Haiyan Relief | $5,000 |
| COUGAR FUND INC | |||||||
| PO BOX 122 | JACKSON | WY | 83001 | N/A | PC | General & Unrestricted | $200 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | N/A | PC | Typhoon Haiyan Relief | $5,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | N/A | PC | Medical Assistance and Emergency Preparedness and Response Programs | $500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| ENERGY OUTREACH COLORADO | |||||||
| 225 E 16TH AVE | DENVER | CO | 80203 | N/A | PC | Utility Payment Assistance and Multi-Family Home Weatherization Programs | $1,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | N/A | PC | General & Unrestricted | $500 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $500 |
| FEEDING AMERICAS HUNGRY CHILDREN | |||||||
| 1741 W ROSE GARDEN LN | PHOENIX | AZ | 85027 | N/A | PC | General & Unrestricted | $500 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 1301 BLUE SPRUCE DR | FORT COLLINS | CO | 80524 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | N/A | PC | General & Unrestricted | $1,000 |
| HEART TO HEART INTERNATIONAL INC | |||||||
| 401 S CLAIRBORNE RD STE 302 | OLATHE | KS | 66062 | N/A | PC | Disaster Response Fund | $500 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | N/A | PC | General & Unrestricted | $500 |
| HOUSE OF NEIGHBORLY SERVICE | |||||||
| 565 N CLEVELAND AVE | LOVELAND | CO | 80537 | N/A | PC | Colorado Floods Relief | $5,000 |
| LARIMER HUMANE SOCIETY | |||||||
| 5137 S COLLEGE AVE | FORT COLLINS | CO | 80525 | N/A | PC | Colorado Floods Relief | $5,000 |
| MEDICAL TEAMS INTERNATIONAL | |||||||
| PO BOX 10 | TIGARD | OR | 97224 | N/A | PC | General & Unrestricted | $500 |
| OXFAM-AMERICA INC | |||||||
| 226 CAUSEWAY ST 5TH FL | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $500 |
| PROJECT CURE | |||||||
| 10377 E GEDDES AVE | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $500 |
| PROJECT SELF-SUFFICIENCY OF LOVELAND-FORT COLLINS | |||||||
| 375 W 37TH ST STE 150 | LOVELAND | CO | 80538 | N/A | PC | General & Unrestricted | $1,000 |
| ROCKY MOUNTAIN RAPTOR PROGRAM | |||||||
| 2519 S SHIELDS ST 115 | FORT COLLINS | CO | 80526 | N/A | PC | General & Unrestricted | $200 |
| ROCKY MOUNTAIN WILDLIFE CONSERVATION CENTER | |||||||
| 1946 WCR 53 | KEENESBURG | CO | 80643 | N/A | PC | Animal Care Program for the specific benefit of Mountain Lions and Lynx | $5,000 |
| SERVE 6 8 | |||||||
| 2908 S TIMBERLINE RD | FORT COLLINS | CO | 80525 | N/A | PC | Colorado Floods Relief | $1,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204-A | CLAREMONT | CA | 91711 | N/A | PC | General & Unrestricted | $500 |
| SOLES 4 SOULS | |||||||
| 319 MARTINGALE DR | OLD HICKORY | TN | 37138 | N/A | PC | General & Unrestricted | $500 |
| TENNYSON CENTER FOR CHILDREN AT COLORADO CHRISTIAN | |||||||
| 2950 TENNYSON ST | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $200 |
| UNITED WAY OF LARIMER COUNTY INC | |||||||
| 424 PINE ST STE 102 | FORT COLLINS | CO | 80524 | N/A | PC | Colorado Floods Long-Term Recovery Fund | $50,000 |
| UNITED WAY OF WELD COUNTY INC | |||||||
| 814 9TH ST | GREELEY | CO | 80631 | N/A | PC | Weld County Flood Relief Fund | $5,000 |
| WELD FOOD BANK | |||||||
| 1108 11 ST | GREELEY | CO | 80631 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,100 | 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 | $37,637 | 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 | $96,698 | 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 | $134,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,335 | 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 | Bolack Terry E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 E Horsetooth Rd Bldg 6 Ste 20 | AddressLine1 |
| City | Fort Collins | City |
| State | CO | State |
| ZIP Code | 80525 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Peter W Bullard |
| Peter W Bullard, Trustee of Ray Foundation (the "Foundation"), is an owner in the Law Offices of Peter W. Bullard PC, a disqualified person with respect to the Foundation, which provides legal services to the Foundation. In the taxable year ending December 31, 2013, the Foundation paid $16,799 for philanthropic consulting services rendered by such a disqualified person as reported in Part I, Line 16c. Such firm billed the Foundation at the same rate or below the rate it charges its other clients. |
| Adrienne C Hanley |
| Adrienne C Hanley, Trustee of Ray Foundation (the "Foundation"), is an owner in Adrienne Hanley PLLC, a disqualified person with respect to the Foundation, which provides professional administrative services to the Foundation. In the taxable year ending December 31, 2013, the Foundation paid $1,450 for professional administrative services rendered by such a disqualified person as reported in Part I, Line 16c. Such firm billed the Foundation at the same rate or below the rate it charges its other clients. Resigned on 06/02/2013 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK HIGH YIELD BOND INST | $84,199 | $86,693 |
| COLUMBIA FDS SER TR II MASS | $61,760 | $68,763 |
| DODGE & COX FUNDS INT | $109,524 | $150,082 |
| DODGE & COX INCOME FUND | $151,051 | $150,449 |
| EATON VANCE FLOATING RATE FUND | $85,559 | $86,534 |
| EDGEWOOD GROWTH FUND INST | $59,620 | $85,816 |
| ISHARES TR S & P MIDCAP 400 | $80,718 | $105,175 |
| ISHARES TRUST MSCI EAFE INDEX | $80,946 | $82,466 |
| JP MORGAN INFLATION MANAGED | $49,356 | $47,641 |
| JP MORGAN SHORT DURATION BOND | $345,641 | $345,204 |
| JPMORGAN GLOBAL RESEARCH | $41,938 | $46,698 |
| JPMORGAN INTERNATIONAL VALUE I | $57,575 | $73,775 |
| JPMORGAN INTREPID AMERICA FUND | $140,002 | $158,373 |
| MANNING & NAPIER FD, INC.WORLD | $52,739 | $54,473 |
| NEUBERGER BERMAN MULTI CAP OPP | $99,299 | $145,443 |
| PARNASSUS EQUITY INCOME FUND I | $33,197 | $32,681 |
| PARNASSUS FD EQUITY INCOME FD | $39,800 | $53,125 |
| PRUDENTIAL JENNISON MID CAP GR | $87,048 | $100,235 |
| T. ROWE PRICE NEW ASIA FUND | $61,367 | $63,364 |
| THE HARTFORD CAPITAL APPRECIAT | $79,520 | $116,952 |
| VANGUARD MSCI EUROPEAN ETF | $75,637 | $81,262 |
| VIRTUS EMERGING MARKETS OPPTS | $23,329 | $21,381 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance/Counseling | CategoryTxt |
| Legal Fees | $1,026 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,026 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $13,602 | $13,602 |
| Foundation Dues & Memberships | $725 | $725 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $10,788 | $10,788 | |
| BOARD MEETING AND ADMIN SVCS | $1,450 | $1,450 | |
| PHILANTHROPIC CONSULTING SVCS | $65,777 | $65,777 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $400 |
| 990-PF Excise Tax for 2012 | $311 |