MONTVIEW FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTVIEW FOUNDATION (EIN 30-0096840)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201432249349301728
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T10:40:11-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET B GREEN | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2942 XENIA ST | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80238 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300096840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Montview Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 7202340702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 Dahlia St | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80220 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA TRACEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7202340702 | PhoneNum |
| Signature | 2014-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET B GREEN | PreparerPersonNm |
| Phone | 7202340706 | PhoneNum |
| Preparation | 2014-08-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA TRACEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 Elm St | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $244,245 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Management of Endowment Management and administration of endowment funds and a charitable gift annuity account for the benefit of Montview Boulevard Presbyterian Church, Denver, CO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,654 | PYContributionsGrantsAmt |
| CY Contributions Grants | $68,245 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,428 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,574 | PYOtherRevenueAmt |
| CY Other Revenue | $848 | CYOtherRevenueAmt |
| PY Total Revenue | $201,656 | PYTotalRevenueAmt |
| CY Total Revenue | $244,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $130,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,731 | PYOtherExpensesAmt |
| CY Other Expenses | $31,886 | CYOtherExpensesAmt |
| PY Total Expenses | $68,466 | PYTotalExpensesAmt |
| CY Total Expenses | $161,886 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $133,190 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $82,359 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,620,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,052,571 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,620,697 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,052,571 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Management of Endowment | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | DISTRIBUTION TO MONTIVEW PRESBYTERIAN CHURCH TO SUPPORT PROGRAMS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,000 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Desc | DISTRIBUTION TO REFURBISH MCCOLLUM ROOM IN MONTVIEW CHURCH | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $130,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD BURKHARDT | PersonNm |
| Phone | 3037331681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/0 Montview Blvd Church 1980 Dahli | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DONALD BURKHARDT | ||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA TRACEY | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL KING | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARGARETGREEN | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES LOGAN | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WESLEY BROWN | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DESIREE PARROTT-ALCORN | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD BOLLE | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $68,245 | AllOtherContributionsAmt |
| Total Contributions | $68,245 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,427 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $848 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,725 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,725 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,725 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,725 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176,000 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,000 | TotalAmt |
| Program Services | $130,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,063 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $26,063 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $910 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank Fees | $1,800 | $0 | $1,800 | $0 |
| Foreign Taxes | $601 | $0 | $601 | $0 |
| Class Action Fee | $38 | $0 | $38 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,886 | TotalAmt |
| Program Services | $130,000 | ProgramServicesAmt |
| Management And General | $31,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,511 | BOYAmt |
| EOY | $34,646 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $49,900 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,484,419 | BOYAmt |
| EOY | $3,960,759 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,767 | BOYAmt |
| EOY | $7,266 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,697 | BOYAmt |
| EOY | $4,052,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,697 | BOYAmt |
| EOY | $4,052,571 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,697 | BOYAmt |
| EOY | $4,052,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,697 | BOYAmt |
| EOY | $4,052,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $82,359 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $387,703 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $11,712 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$49,900 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montview Blvd Pres Church | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840407646 | EIN |
| Organization Type | 1 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $130,000 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $130,000 | SupportSumAmt |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $55,650 | BeginningBalanceAmt |
| Additions During Year | $10,629 | AdditionsDuringYearAmt |
| Distributions During Year | $6,800 | DistributionsDuringYearAmt |
| Ending Balance | $59,479 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,620,697 | BeginningYearBalanceAmt |
| Contributions | $69,093 | ContributionsAmt |
| Investment Earnings Or Losses | $569,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,900 | OtherExpendituresAmt |
| Administrative Expenses | $31,886 | AdministrativeExpensesAmt |
| End Year Balance | $4,047,850 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,419,156 | BeginningYearBalanceAmt |
| Contributions | $11,104 | ContributionsAmt |
| Investment Earnings Or Losses | $258,908 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,735 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $29,736 | AdministrativeExpensesAmt |
| End Year Balance | $3,620,697 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,411,667 | BeginningYearBalanceAmt |
| Contributions | $9,654 | ContributionsAmt |
| Investment Earnings Or Losses | $63,177 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,315 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,027 | AdministrativeExpensesAmt |
| End Year Balance | $3,419,156 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,194,403 | BeginningYearBalanceAmt |
| Contributions | $20,869 | ContributionsAmt |
| Investment Earnings Or Losses | $284,709 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,387 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,927 | AdministrativeExpensesAmt |
| End Year Balance | $3,411,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,064,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $136,157 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,940 | AdministrativeExpensesAmt |
| End Year Balance | $3,194,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt IV Line 1b | The Foundation administers one charitable gift annuity and the balance show here represents a separate account established to carry out the requirements of the annuity agreement. The annual pay-out to the joint annuitants and to the survivor is $6800. The annuitants are a male age 87 and a female age 83. Using IRS publication 939 the duration of the joint annuity is 4.2 years. The annuity agreement was amended by the annuitants in 2011 |
| Pt IV Line 1b | to provide that the Foundation will have no obligation to make further annuity payments if the fund is exhausted prior to the death of both annuitants. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montview Pres Church | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1980 Dahlia | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80220 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 840407646 | RecipientEIN |
| Cash Grant | $130,000 | CashGrantAmt |
| Purpose Of Grant | Program support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 3 | Investment decisions and their implementation are made by a |
| Pt VI, Line 3 | professional money manager based on a written investment |
| Pt VI, Line 3 | policy established by the Board of Directors. |
| Pt VI, Line 11b | The 990 is prepared by a board member who is an EA and |
| Pt VI, Line 11b | reviewed by the Board. Financial data is obtained from |
| Pt VI, Line 11b | written quarterly and annual statements furnished by investment |
| Pt VI, Line 11b | managers and bank custodians. Other data is obtained from |
| Pt VI, Line 11b | Foundation documents and files. |
| Pt VI, Line 19 | The Foundation will provide on request governing documents, |
| Pt VI, Line 19 | conflict of interest policy, and financial statements. |
| Pt X | Line 15 is a small royalty-producing mineral interest which is |
| Pt X | valued at 3 times the royalty income collected during the preceding |
| Pt X | two years. Cash received in 2012=$1574 and in 2013=$848 totalling $2422. |
| Pt X | That amount times 3 = $7266. |
| Pt VI, Line 12c | Each board member is required to file a written statement with |
| Pt VI, Line 12c | the Sec of the Foundatin in Jan each year to disclose any |
| Pt VI, Line 12c | real or potential conflict of interest. |
| Pt XI | LIne 5 -This number represents unrealized appreciation of market value. |
| Pt VI, Line 11b | Each member of the board is furnished a copy of the 990 prior to the |
| Pt VI, Line 11b | required filing date and asked to direct qustions, comments, if any, and |
| Pt VI, Line 11b | approval, in writing, to the director who prepared the form. |
| Pt VI, Line 7b | Nominations for the Board of Directors is submitted to the Session of |
| Pt VI, Line 7b | Montview Blvd Pres Church for their review and approval. |