IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION (EIN 20-1868023)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-07-15
- IRS object ID
- 201321989349100712
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-07-15T15:55:23-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841003319 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN D GARDENSWARTZ & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201868023 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN AND MARSHA GARDENSWARTZ FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IANA | NameControl |
| Phone | 3033883782 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IAN D GARDENSWARTZ | Name |
| Title | PRESIDENT | Title |
| Phone | 3033883782 | Phone |
| Date Signed | 2013-07-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IAN D GARDENSWARTZ | Name |
| PTIN | P01234038 | PTIN |
| Phone | 3033883782 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 303723 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 57000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9141 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9141 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 1711 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 1711 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | -717 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 67852 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10852 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 186 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3834 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2428 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4020 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2428 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5210 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5210 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9230 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2428 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5210 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 58622 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8424 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2907 | CashBOY |
| Cash EOY | 21324 | CashEOY |
| Cash EOYFMV | 21324 | CashEOYFMV |
| Investments Other BOY | 228676 | InvestmentsOtherBOY |
| Investments Other EOY | 269460 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 282399 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 231583 | TotalAssetsBOY |
| Total Assets EOY | 290784 | TotalAssetsEOY |
| Total Assets EOYFMV | 303723 | 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 | 231583 | RetainedEarningsBOY |
| Retained Earnings EOY | 290784 | RetainedEarningsEOY |
| Total Net Assets BOY | 231583 | TotalNetAssetsBOY |
| Total Net Assets EOY | 290784 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 231583 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 290784 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 231583 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 58622 | ExcessOfRevenueOverExpenses |
| Other Increases | 2139 | OtherIncreases |
| Subtotal | 292344 | Subtotal |
| Other Decreases | 1560 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 290784 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 197185 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050714 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 148941 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033570 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 102849 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048615 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4300 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 82289 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052255 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6959 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 83785 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.083058 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.268212 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053642 | AverageDistributionRatio |
| Net Noncharitable Assets | 261799 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14043 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 84 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14127 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5210 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 168 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 168 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 168 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 168 | 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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | IAN D GARDENSWARTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3033883782 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 253672 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12114 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 265786 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 265786 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3987 | CashDeemedCharitable |
| Net Noncharitable Assets | 261799 | NetNoncharitableAssets |
| Minimum Investment Return | 13090 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13090 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 168 | TaxBasedOnInvestmentIncome |
| Total Tax | 168 | TotalTax |
| Distributable Amount Before Adj | 12922 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12922 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12922 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5210 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5210 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5210 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12922 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1580 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 236 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 327 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2143 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5210 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5210 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2143 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2143 | 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 | 5569 | 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 | IAN D GARDENSWARTZ | ContributingManager |
| Contributing Manager | HILLARY GARDENSWARTZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| KEHLAT | ||||||
| 510 MALTBIE ST | LAWRENCEVILLE | GA | 30043 | NONE | CHARITY | $1,800 |
| JDC | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $1,800 |
| JEWISH EXPERIENCE | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $500 |
| HATZOLOH | ||||||
| 5215-16TH AVENUE | BROOKLYN | NY | 11204 | NONE | CHARITY | $500 |
| ESHEL | ||||||
| 552 W 24TH ST | NEW YORK | NY | 11204 | NONE | CHARITY | $360 |
| JCC | ||||||
| 350 S DAHLIA STREET | DENVER | CO | 80246 | NONE | CHARITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5210 | 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 | $9,141 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | -$717 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,424 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8424 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | IAN GARDENSWARTZ | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 57000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAMBIAR OPPORTUNITY | AT COST | 43057 | 49077 |
| CAMBIAR INTERNATIONAL | AT COST | 21699 | 19145 |
| BAT AAG | AT COST | 34774 | 34774 |
| BEN-MEP II | AT COST | 31819 | 31819 |
| VANGUARD 500 | AT COST | 68398 | 81449 |
| VANGUARD GNMA | AT COST | 69713 | 66135 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON DEDUCTIBLE | Description |
| Amount | $1,560 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 1403 | 0 | 0 |
| FEES | 3 | 0 | 0 |
| PORTFOLIO EXPENSES | 0 | 0 | 0 |
| PORTFOLIO EXPENSES | 2428 | 2428 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VS TAX DEPLETION | Description |
| Amount | $2,139 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | IAN D GARDENSWARTZ | PersonName |
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $186 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |