FOUNDATION FOR PROTECTION OFANIMALS: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR PROTECTION OFANIMALS (EIN 20-5244649)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201433099349100123
- 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
- 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 | 2014-11-05T15:21:40-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark White & Associates Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1619 | AddressLine1 |
| City | Durango | City |
| State | CO | State |
| ZIP Code | 813021619 | 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 | 205244649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR PROTECTION OF ANIMALS | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81302 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY HAUGEN | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2014-11-05 | 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 | 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 | $1,416,320 | 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 | $625 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $308 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $308 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $308 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,433 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,433 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $546,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,430 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $62,945 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $3,910 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $118,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,171 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $107,596 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,072 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $68,072 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $68,072 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,378 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,553 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,553 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,185 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $4,963 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,963 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $769 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $769 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,544 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $6,544 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,544 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $60,404 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $147,683 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $147,683 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,418 | CashBOYAmt |
| Cash EOY | $26,696 | CashEOYAmt |
| Cash EOYFMV | $26,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,429 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,832 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,960 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,960 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,382,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $909,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,034,411 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $275,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $306,825 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,677 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,607 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,839 | LandBOYAmt |
| Land EOY | $1,070 | LandEOYAmt |
| Total Assets BOY | $1,426,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,260,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,416,320 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,690 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $43,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,382,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,260,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,382,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,426,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,260,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,382,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,260,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,260,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $62,945 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,079,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.17521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,668,746 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,809,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,442,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,616,835 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05160 | DistributionYr5Rt |
| Total Distribution | 0.55897 | TotalDistributionRt |
| Average Distribution | 0.11179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,492,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,907 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,003 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $234,605 | 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 | $1,096 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,096 | SubtotalAmt |
| Tax Based On Investment Income | $1,096 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,610 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,610 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,514 | OverpaymentAmt |
| Applied To ES Tax | $1,514 | 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 | 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 |
| Website Address | www.protectionofanimals.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY HAUGEN | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81302 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,200 |
| 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 | $43,815 | Expenses1Amt |
| Description2 | Provided grants, scholarships, sponsorships and donations to animal welfare groups in Colorado, Arizona and New Mexico | Description2Txt |
| Expenses2 | $92,175 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,415,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,515,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,515,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,492,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,096 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,096 | TotalTaxAmt |
| Distributable Before Adj | $73,553 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,553 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,553 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,605 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $234,605 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,096 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $233,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,553 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $14,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,690 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,950 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $297,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,605 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,553 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $161,052 | RemainingDistriFromCorpusAmt |
| Total Corpus | $458,165 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $458,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,539 | ExcessFromYear4Amt |
| Excess From Year3 | $112,690 | ExcessFromYear3Amt |
| Excess From Year2 | $101,950 | ExcessFromYear2Amt |
| Excess From Year1 | $67,934 | ExcessFromYear1Amt |
| Excess From Current Year | $161,052 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| City | DURANGO | City |
| State | CO | State |
| ZIP Code | 81302 | ZIPCode |
| 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| PAW PRINTS HUMANE SOCIETY | |||||
| 2115 SHELBY DR | SEDONA | AZ | 86336 | SPAY/NEUTAR OR FERAL CATS | $3,000 |
| PET PROJECT CANON CITY | |||||
| P O BOX 3 | CANON CITY | CO | 81215 | SPAY/NEUTER OR FERAL CATS | $5,000 |
| MONTROSE ANIMAL PROTECTION AGENCY | |||||
| P O BOX 2009 | MONTROSE | CO | 81402 | SPAY/NEUTER OR FERAL CATS | $5,000 |
| COLORADO ANIMAL RESCUE INC | |||||
| 2801 CR 114 | GLENWOOD SPRINGS | CO | 81601 | SPAY/NETUER OR FERAL CATS | $3,000 |
| HUMANE SOCIETY OF YUMA AZ | |||||
| 4050 S AVENUE 4 1/2 E | YUMA | AZ | 85365 | SPAY/NEUTER OR FERAL CATS | $4,200 |
| HUMANE SOCIETY OF PAGOSA SPRINGS | |||||
| 269 PAGOSA ST | PAGOSA SPRINGS | CO | 81147 | SPAY/NEUTER OR FERAL CATS | $3,780 |
| CITIZENS FOR ANIMAL WELFARE AND SHELTER | |||||
| 132 GRAND AVE | PAONIA | CO | 81428 | SPAY/NEUTER OR FERAL CATS | $2,800 |
| ARK VALLEY HUMANE SOCIETY | |||||
| P O BOX 1335 | BUENA VISTA | CO | 81211 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| HUMANE SOCIETY OF THE PIKES PEAK REGION | |||||
| 610 ABBOT LANE | COLORADO SPRINGS | CO | 80905 | SPAY/NEUTER OR FERAL CATS | $1,500 |
| RIM COUNTRY FRIENDS OF FERALS | |||||
| 610 MCLANE RD | PAYSON | AZ | 85541 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| DIVINE FELINE | |||||
| 2600 W 2ND AVE 8 | DENVER | CO | 80219 | SPAY/NEUTER OR FERAL CATS | $2,000 |
| PET PROJECT CANON CITY FERAL CAT CLINIC | |||||
| P O BOX 3 | CANON CITY | CO | 81215 | SPAY/NEUTER OR FERAL CATS | $2,000 |
| DEMING ANIMAL GUARDIANS | |||||
| 14325 CR B043 SE | DEMING | NM | 88030 | SPAY/NEUTER OR FERAL CATS | $2,400 |
| SAVE | |||||
| 2002 N AIRPORT RD | WILLIAMS | AZ | 86046 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| DELTA COUNTY VETERINARY MEDICAL ASSOC | |||||
| 1070 HIGHWAY 92 | DELTA | CO | 81416 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| HUMANE SOCIETY OF THE FOUR CORNERS | |||||
| 215 W MAIN ST | FARMINGTON | NM | 87401 | SPAY/NEUTER OR FERAL CATS | $4,541 |
| FRIENDS OF THE RIFLE ANIMAL SHELTER | |||||
| 569 CR 265 | RIFLE | CO | 81650 | SPAY/NEUTER OR FERAL CATS | $4,000 |
| HUMANE SOCIETY OF THE WHITE MOUNTAINS | |||||
| 3212 PORTER MOUNTAIN RD | LAKESIDE | AZ | 85929 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| HIGH PLAINS HUMANE SOCIETY | |||||
| 105 E GRAND AVENUE | CLOVIS | NM | 88101 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| ARIZONA HUMANE SOCIETY | |||||
| 1521 W DOBBINS ROAD | PHOENIX | AZ | 85041 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| FORT COLLINS CAT RESCUE | |||||
| 2321 E MULBERRY ST 124 | FORT COLLINS | CO | 80524 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| SECOND CHANCE HUMANE SOCIETY | |||||
| 309 SHERMAN ST | RIDGWAY | CO | 81432 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| ANIMAL PROTECTION NEW MEXICO | |||||
| 301 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | SPAY/NEUTER OR FERAL CATS | $3,000 |
| ALLIANCE FOR CONTRACEPTION CATS & DOGS | |||||
| 11145 CORNELIUS PASS RD | PORTLAND | OR | 97231 | BIENNIAL CONFERENCE | $1,000 |
| NEW MEXICO ANIMAL HUMANE SOCIETY | |||||
| 615 VIRGINIA ST SE | ALBUQUERQUE | NM | 87102 | CONFERENCE | $700 |
| VIOLENCE PREVENTION COALITION | |||||
| 1060 E 2ND AVE | DURANGO | CO | 81301 | SYMPOSIUM ON LINK BETWEEN ANIMAL & HUMAN ABUSE | $250 |
| LA PLATA COUNTY HUMANE SOCIETY | |||||
| 111 S CAMINO DEL RIO | DURANGO | CO | 81303 | ANNUAL BARK AND WINE FUNDRAISING EVENT | $500 |
| UNITED SPAY ALLIANCE | |||||
| 23451 PINEWOOD ST | WARREN | MI | 48091 | WEB HOSTING FEE | $52 |
| RAINBOW SPRINGS VET & PHISH | |||||
| 378 LYMAN LANE | DURANGO | CO | 81301 | RENEWAL OF NM VET LICENSE | $150 |
| UNITED SPAY ALLIANCE | |||||
| 23451 PINEWOOOD ST | WARREN | MI | 48091 | WEB HOSTING FEE | $100 |
| MISSISSIPPI SPAY AND NEUTER PROGRAM | |||||
| 100 BUSINESS CENTRAL PKWY | PEARL | MS | 39208 | SPAY/NEUTER OR FERAL CATS | $1,000 |
| HUMANE RESEARCH COUNCIL | |||||
| P O BOX 6476 | OLYMPIA | WA | 98507 | SPAY/NEUTER OR FERAL CATS | $500 |
| CHIMP HAVEN | |||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | GENERAL OPERATING EXPENSES | $500 |
| GREAT WHALE CONSERVANCY | |||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | GENERAL EXPENSES | $2,000 |
| LA PLATA COUNTY HUMANE SOCIETY | |||||
| 1111 S CAMINO DEL RIO RD | DURANGO | CO | 81303 | PURCHASE NEW AUTOCLAVE | $4,380 |
| LOVE ANIMAS | |||||
| INDEPENDENCE PLAZA B-180 | DENVER | CO | 80265 | CROWD SOURCING SPAY/NEUTER PROGRAM | $1,345 |
| SOUL DOG RESCUE | |||||
| P O BOX 270534 | ST LOUIS | MO | 63126 | SPAY/NEUTER PROGRAMS | $5,000 |
| FARMINGTON ANIMAL SHELTER | |||||
| 133 BROWNING PARKWAY | FARMINGTON | NM | 87401 | MISCELLANEOUS EXPENSES | $77 |
| COMMUNITY FIRST FOUNDATION | |||||
| 6870 WEST 52ND AVENUE SUITE 103 | ARVADA | CO | 80002 | ANIMAL SHELTERING DURING FLOOD | $500 |
| LONGMONT HUMANE SOCIETY | |||||
| 9595 NELSON RD | LONGMONT | CO | 80501 | ANIMAL SHELTERING DURING FLOOD | $500 |
| LA PLATA HUMANE SOCIETY | |||||
| 1111 CAMINO DEL RIO | DURANGO | CO | 81303 | MATCHING DONATION | $250 |
| ASPEN TREE ANIMAL CARING CENTER | |||||
| 42 COUNTY ROAD 250 | DURANGO | CO | 81301 | TO ASSIST WITH ANIMAL CARE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,433 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,430 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenues | Desc |
| Related Or Exempt Function Incm | $2,390 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $75,823 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,084 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Clark, White & Associates | $3,300 | $0 | $3,300 | $3,300 |
| The Payroll Department | $1,253 | $0 | $1,253 | $1,253 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 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 | $1,167 | 53 | 0.1152 | $162 | $162 |
| Macbook pro | 2011-04-26 | $1,400 | $721 | 53 | 0.1920 | $269 | $269 |
| Chevy Astro Van | 2008-01-31 | $5,875 | $4,950 | 55 | 0.0576 | $338 | $338 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Electric | $25,805 | $28,044 |
| Abbot Laboratories | ||
| ABBVIE | ||
| AMERICAN TOWER | $27,493 | $31,130 |
| AT&T | $27,806 | $26,722 |
| AUTOMATIC DATA | $24,980 | $35,552 |
| AUTOZONE | ||
| BCE | $27,688 | $26,840 |
| BERKSHIRE | $24,760 | $33,197 |
| BRISTOL MYERS | $13,079 | |
| CAMPBELL SOUP | ||
| CHINA MOBILE LIMTIED | $27,305 | $27,191 |
| CHUBB CORPORATION | $27,260 | $35,753 |
| COCA COLA | $27,748 | $30,569 |
| COLGATE PALMOLIVE | $27,607 | $33,902 |
| CONAGRA FOODS | ||
| CONSOLIDATED EDISON | ||
| COSTCO WHOLESALE CORP | $25,055 | $28,565 |
| CROWN CASTLE | $24,943 | $27,169 |
| DIAGEO PLC | $27,838 | $33,105 |
| DOMINION RESOURCES | ||
| DTE ENERGY | ||
| DUKE ENERGY | $27,839 | $29,674 |
| EDISON INTERNATIONAL | $27,568 | $29,169 |
| ENBRIDGE, INC. | $27,518 | $31,013 |
| ENTERGY CORP | ||
| GENERAL MILLS | $15,699 | $19,954 |
| HEINZ COMPANY | ||
| IBM | $27,550 | $26,260 |
| JOHNSON & JOHNSON | $27,001 | $36,636 |
| KELLOGG COMPANY | $27,995 | $33,588 |
| KIMBERLY CLARK | $27,653 | $24,472 |
| LILLY ELI & COMPANY | ||
| MCDONALD CORP | $27,726 | $30,079 |
| NATIONAL GRID PLC | $27,821 | $33,313 |
| NIPPON TELEGRAPH & TEL | ||
| NORTHEAST UTILITIES | ||
| PEPSICO | $27,472 | $31,517 |
| PG&E | $27,814 | $25,779 |
| PPL CORPORATION | ||
| PRAXAIR INC | $28,067 | $35,108 |
| PRESCISION CASTPARTS | ||
| PROCTOR & GAMBLE | $27,500 | $33,378 |
| PUBLIC SERVICE | ||
| SEMPRA ENERGY | $13,223 | $17,952 |
| SOUTHERN CO | $27,644 | $25,077 |
| TJX COS | $27,956 | $38,875 |
| UPS | $27,226 | $38,880 |
| VERIZON COMPANIES | $25,721 | $29,484 |
| VODAPHONE | $25,257 | $38,524 |
| XCEL ENERGY | $27,865 | $27,940 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO GLBL MGT | AT COST | $19,963 | $22,127 |
| KKR & CO LP | AT COST | $20,526 | $24,340 |
| BLACKSTONE GROUP | AT COST | $19,951 | $27,405 |
| OAK TREE CAPITAL LLC | AT COST | $20,130 | $22,359 |
| DBX TRACKERS MSCI | AT COST | $50,475 | $58,161 |
| I SHARES MSCI EAFE | AT COST | $49,767 | $51,128 |
| DBX TRACKERS MSCI JAPAN | AT COST | $49,716 | $56,173 |
| ISHARES MSCI EMERG MKT | AT COST | $24,783 | $24,760 |
| GSV CAPITAL CORP COM | AT COST | $19,966 | $20,372 |
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 | $2,319 | $483 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEAFFER LAW GROUP | CategoryTxt |
| Legal Fees | $2,378 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,378 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,378 | DisbursementsCharitablePrpsAmt |
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 | $2,718 | $2,718 | $2,718 | |
| dues and subscriptions | $1,275 | $1,275 | $1,275 | |
| Investment expenses | $4,534 | $4,534 | $4,534 | |
| Miscellaneous | $200 | $200 | $200 | |
| Non-deductible partnership expenses | $3 | |||
| Office expense | $3,718 | $3,718 | $3,718 | |
| Program related expenses | $2,643 | $2,643 | $2,643 | |
| Spaying expenses | $43,765 | $43,765 | $43,765 | |
| Vehicle expense | $1,551 | $1,551 | $1,551 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Other Investment Income | $1,523 | $1,520 |
| Other revenues | $2,390 | $2,390 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Taxes | $222 | ||
| Payroll taxes | $4,963 | $4,963 | $4,963 |