IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION (EIN 20-1868023)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-07-24
- IRS object ID
- 201442059349100709
- Schema version
- 2013v3.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-24T18:50:46-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841003319 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN D GARDENSWARTZ & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6825 E TENNESSEE SUITE 235 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802241630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201868023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IANA | BusinessNameControlTxt |
| Phone | 3033883782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6825 E TENNESSEE AVENUE NO 235 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80224 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN D GARDENSWARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3033883782 | PhoneNum |
| Signature | 2014-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IAN D GARDENSWARTZ | PreparerPersonNm |
| PTIN | P01234038 | PTIN |
| Phone | 3033883782 | 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 | $377,421 | 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 | $52,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,237 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $415 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $415 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,258 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,652 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,076 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,673 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,324 | CashBOYAmt |
| Cash EOY | $40,675 | CashEOYAmt |
| Cash EOYFMV | $40,675 | CashEOYFMVAmt |
| Other Investments BOY | $269,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $290,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $327,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $377,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $290,784 | RetainedEarningBOYAmt |
| Retained Earning EOY | $327,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $327,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $327,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,588 | OtherIncreasesAmt |
| Subtotal | $328,586 | SubtotalAmt |
| Other Decreases | $1,443 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $327,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOSS ON VANGUARD GNMA | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $66,123 | GrossSalesPriceAmt |
| Cost Or Other Basis | $69,827 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,704 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $261,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $197,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,941 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033570 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $102,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $82,289 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052255 | DistributionYr5Rt |
| Total Distribution | 0.205055 | TotalDistributionRt |
| Average Distribution | 0.041011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $335,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,758 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | IAN D GARDENSWARTZ | IndividualWithBooksNm |
| Phone | 3033883782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6825 E TENNESSEE 235 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IAN D GARDENSWARTZ | ||||||||
| 6825 E TENNESSEE 235 | DENVER | CO | 80224 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| HILLARY GARDENSWARTZ | ||||||||
| 6825 E TENNESSEE 235 | DENVER | CO | 80224 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ROSYNE GARDENSWARTZ | ||||||||
| 6825 E TENNESSEE 235 | DENVER | CO | 80224 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $309,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $340,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $340,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $335,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,773 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $16,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,569 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,569 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,252 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IAN D GARDENSWARTZ | ContributingManagerNm |
| Contributing Manager | HILLARY GARDENSWARTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MEMORIAL SLOAN KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | CHARITY | $2,500 |
| SHALOM PARK | ||||||
| 14800 E BELLEVIEW DR | AURORA | CO | 80210 | NONE | CHARITY | $700 |
| JNF FUTURE | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $700 |
| TEMPLE EMANUEL | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $700 |
| JEWISH EXPERIENCE | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $700 |
| KEHLAT | ||||||
| 510 MALTBIE ST | LAWRENCEVILLE | GA | 30043 | NONE | CHARITY | $1,800 |
| HILLEL | ||||||
| 2390 SOUTH RACE STREET | DENVER | CO | 80210 | NONE | CHARITY | $3,600 |
| VOIDED CHECK | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | -$360 |
| ALLIED JEWISH FEDERATION | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,090 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,237 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$5,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | IAN GARDENSWARTZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6825 E TENNESSEE 235 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,600 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMBIAR OPPORTUNITY | AT COST | $43,587 | $59,772 |
| CAMBIAR INTERNATIONAL | AT COST | $21,753 | $22,843 |
| BAT AAG | AT COST | $31,602 | $31,602 |
| BEN-MEP II | AT COST | $28,440 | $28,440 |
| VANGUARD 500 | AT COST | $70,234 | $101,443 |
| VANGUARD GNMA | AT COST | $0 | $0 |
| VANGUARD ADMIRAL | AT COST | $67,769 | $69,563 |
| VILLA CREEK | AT COST | $23,083 | $23,083 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DEDUCTIBLE | Description |
| Amount | $1,443 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,403 | $0 | $0 |
| PORTFOLIO EXPENSES | $3,840 | $3,840 | $0 |
| PORTFOLIO EXPENSES | $1,833 | $1,833 | $0 |
| PORTFOLIO EXPENSES | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VS TAX DEPLETION | Description |
| Amount | $1,588 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN D GARDENSWARTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6825 E TENNESSEE 235 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80224 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |