BARDSLEY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARDSLEY FOUNDATION (EIN 84-1521212)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201321349349102012
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:20:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVE STE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841521212 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARDSLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARD | NameControl |
| Phone | 3037811078 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 CHARLOU CIRCLE | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 801111102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER PAUL LUCE | Name |
| Title | PRESIDENT | Title |
| Phone | 3037811078 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN WAINSCOAT | Name |
| PTIN | P00735315 | PTIN |
| Phone | 3037409400 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7080898 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 186880 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 186880 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 201886 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 552055 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 201886 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -134 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 388632 | TotalRevenueAndExpenses |
| Total Net Investment Income | 388766 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 47931 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 47931 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7275 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3611 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 58206 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 54542 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 274350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 274350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 332556 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 54542 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 274350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56076 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 334224 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4320 | CashBOY |
| Cash EOY | 4907 | CashEOY |
| Cash EOYFMV | 4907 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 151098 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49465 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49465 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3492607 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3490256 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5951635 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 866596 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1007506 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1074374 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 881 | InvestmentsOtherBOY |
| Investments Other EOY | 517 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 517 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4515502 | TotalAssetsBOY |
| Total Assets EOY | 4552651 | TotalAssetsEOY |
| Total Assets EOYFMV | 7080898 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4515502 | RetainedEarningsBOY |
| Retained Earnings EOY | 4552651 | RetainedEarningsEOY |
| Total Net Assets BOY | 4515502 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4552651 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4515502 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4552651 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4515502 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56076 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4571578 | Subtotal |
| Other Decreases | 18927 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4552651 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 25,000.00 SHS UST INFL IDX | 2010-03-31 | 2012-12-19 | 33327 | 29062 | 4265 | 4265 | |
| 150,000.00 SHS UST INFL IDX | 2010-01-01 | 2012-12-19 | 192014 | 155615 | 36399 | 36399 | |
| 1,520.00 SHS ISHARES TRUST S&P 500 | 2010-01-01 | 2012-07-23 | 205889 | 133361 | 72528 | 72528 | |
| 1,360.00 SHS VANGUARD REIT | 2010-01-01 | 2012-07-23 | 89034 | 32131 | 56903 | 56903 | |
| CAPITAL GAINS DIVIDENDS | 31791 | 31791 | 31791 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 201886 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 325703 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6949144 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046870 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 284499 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6509327 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043706 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 163165 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4893843 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033341 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65397 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1094475 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059752 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 61590 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1448986 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042506 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.226175 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045235 | AverageDistributionRatio |
| Net Noncharitable Assets | 6731514 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 304500 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3342 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 307842 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 274350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6684 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6684 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6684 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 80 | PenaltyForUnderpayment |
| Tax Due | 6764 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BETSY LUCE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3037811078 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 CHARLOU CIRCLE | AddressLine1 |
| City | ENGLEWOOD | City |
| State | CO | State |
| ZIP Code | 801111102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH LUCE | ||||||||
| 61 CHARLOU CIRCLE | ENGLEWOOD | CO | 801111102 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| PETER LUCE | ||||||||
| 8060 E GIRARD AVE 711 | DENVER | CO | 80231 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6703625 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 130399 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6834024 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6834024 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 102510 | CashDeemedCharitable |
| Net Noncharitable Assets | 6731514 | NetNoncharitableAssets |
| Minimum Investment Return | 336576 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 336576 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6684 | TaxBasedOnInvestmentIncome |
| Total Tax | 6684 | TotalTax |
| Distributable Amount Before Adj | 329892 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 329892 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 329892 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 274350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 274350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 274350 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 329892 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 150169 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 274350 | QualifyingDistributions |
| Applied To Year1 | 150169 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 124181 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 205711 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH LUCE | ContributingManager |
| Contributing Manager | PETER LUCE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| BROWNING SCHOOL | |||||||
| 52 EAST 62ND ST | NEW YORK | NY | 10065 | 501(C)(3) | CHARITABLE CONTRIBUTION | $500 | |
| COLORADO PUBLIC RADIO | |||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,200 | |
| CORNELL COLLEGE | |||||||
| 600 FIRST STREET SW | MOUNT VERNON | IA | 52314 | 501(C)(3) | CHARITABLE CONTRIBUTION | $110,000 | |
| DENVER BOTANIC GARDENS | |||||||
| 1007 YORK STREET | DENVER | CO | 80206 | 501(C)(3) | CHARITABLE CONTRIBUTION | $30,000 | |
| DENVER ZOO | |||||||
| 2300 STEELE STREET | DENVER | CO | 802054899 | 501(C)(3) | CHARITABLE CONTRIBUTION | $60,000 | |
| HARMONY PROJECT | |||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | 501(C)(3) | CHARITABLE CONTRIBUTION | $250 | |
| PLANNED PARENTHOOD OF ROCKY MOUNTAINS | |||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | |
| PRODIGAL SON INITIATIVE | |||||||
| 5405 E 33RD AVE | DENVER | CO | 80207 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| ROCKY MOUNTAIN PBS | |||||||
| 2520 BLICHMANN AVE | GRAND JUNCTION | CO | 81505 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,200 | |
| ST ANNE'S SCHOOL | |||||||
| 2701 SOUTH YORK STREET | DENVER | CO | 80210 | 501(C)(3) | CHARITABLE CONTRIBUTION | $42,500 | |
| THE VILLAGE CRIER - CITY OF CHV | |||||||
| 2450 EASY QUINCY AVE | CHERRY HILLS VILLAGE | CO | 80113 | 501(C)(3) | CHARITABLE CONTRIBUTION | $200 | |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 COUNTY ROAD 53 | KEENESBURG | CO | 80643 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| WINGS OVER THE ROCKIES MUSEUM | |||||||
| 7711 E ACADEMY BLVD 1 | DENVER | CO | 80230 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| AOPA FOUNDATION | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | 501(C)(3) | CHARITABLE CONTRIBUTION | $10,000 | |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET | WASHINGTON | DC | 20006 | 501(C)(3) | CHARITABLE CONTRIBUTION | $250 | |
| CO METH PROJECT | |||||||
| PO BOX 689 | BROOMFIELD | CO | 80038 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| DCIS | |||||||
| 574 WEST SIXTH AVENUE | DENVER | CO | 80204 | 501(C)(3) | CHARITABLE CONTRIBUTION | $250 | |
| INSTITUTE OF INTERNATIONAL EDUCATION | |||||||
| 475 17TH STREET STE 800 | DENVER | CO | 80202 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| ORBIS | |||||||
| 520 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| RAYMOND WENTZ FOUNDATION | |||||||
| PO BOX 9039 | DENVER | CO | 80209 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | |
| UNIVERSITY OF COLORADO HOSPITAL FOUNDATION | |||||||
| 12401 EAST 17TH AVENUE MAIL STOP | AURORA | CO | 80045 | 501(C)(3) | CHARITABLE CONTRIBUTION | $1,000 | F485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 274350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $186,880 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $201,886 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 - COPANO ENERGY LLC | Description |
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | -$134 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$134 | UnrelatedBusinessIncomeAmount |
| Exclusion | $388,766 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 388632 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ACCOUNTING FEES | $3,000 | 3000 | 0 | 0 |
| $0 | 0 | 0 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | TOTAL CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1007506 | EOYBookValue |
| EOYFMV | 1074374 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | TOTAL CORPORATE STOCK | NameOfStock |
| EOY Book Value | 3490256 | EOYBookValue |
| EOYFMV | 5951635 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPANO ENERGY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 517 | BookValue |
| EOYFMV | 517 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURN OF CAPITAL ADJUSTMENT | Description |
| Amount | $18,927 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 - COPANO ENERGY LLC | Description |
| Revenue And Expenses Per Books | -134 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -134 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $47,931 | 47931 | 0 | 0 |
| $0 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $3,611 | 3611 | 0 | 0 |
| FEDERAL TAXES PAID | $3,664 | 0 | 0 | 0 |