COLORADO SPRINGS OSTEOPATHIC FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SPRINGS OSTEOPATHIC FOUNDATION (EIN 84-0488554)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-01
- IRS object ID
- 201323059349100402
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T10:23:14-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840636698 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSBORNE PARSONS & ROSACKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 NORTH TEJON STREET | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 809031012 | 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 | 840488554 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SPRINGS OSTEOPATHIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 7196359057 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH CASCADE AVENUE SUITE 1100 | AddressLine1 |
| Address Line2 | NO 1100 | AddressLine2 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORIS RALSTON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7196359057 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MITCHELL DOWNS CPA | Name |
| PTIN | P00831972 | PTIN |
| Phone | 7196362321 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6943929 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 49971 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 155856 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 155856 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 104291 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15509542 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 104291 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2122 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 2122 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 312240 | TotalRevenueAndExpenses |
| Total Net Investment Income | 260147 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2122 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 70000 | 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 | 70000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8990 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9431 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 5355 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1086 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 1086 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 17858 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 17858 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5620 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5620 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 3831 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 3831 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 76284 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 57044 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19240 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 193100 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57044 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1086 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 121904 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 181500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 181500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 374600 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57044 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1086 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 303404 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -62360 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 203103 | NetInvestmentIncome |
| Adjusted Net Income | 1036 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16990 | CashBOY |
| Cash EOY | 12971 | CashEOY |
| Cash EOYFMV | 12971 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 851244 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 132701 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 132701 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2616 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2404 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2404 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 18154 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 602086 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 602086 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2905330 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5180743 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4976779 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3474605 | InvestmentsCorpBondsBOY |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1198844 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1198844 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 29112 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 28799 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1399 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 313 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 313 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 21267 | OtherAssetsBOY |
| Other Assets EOY | 17831 | OtherAssetsEOY |
| Other Assets EOYFMV | 17831 | OtherAssetsEOYFMV |
| Total Assets BOY | 7291605 | TotalAssetsBOY |
| Total Assets EOY | 7147893 | TotalAssetsEOY |
| Total Assets EOYFMV | 6943929 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 1702 | AccountsPayableEOY |
| Grants Payable BOY | 56000 | GrantsPayableBOY |
| Grants Payable EOY | 29000 | GrantsPayableEOY |
| Total Liabilities BOY | 56000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30702 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7234780 | UnrestrictedBOY |
| Unrestricted EOY | 7117191 | UnrestrictedEOY |
| Temporarily Restricted BOY | 825 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 0 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 7235605 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7117191 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7291605 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7147893 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7235605 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -62360 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 7173245 | Subtotal |
| Other Decreases | 56054 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7117191 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| STIFEL NICOLAUS-3709 0846 | P | 2012-12-31 | 7515332 | 7502950 | 12382 | 12382 |
| STIFEL NICOLAUS 5566-1788 | P | 2012-12-31 | 287158 | 248503 | 38655 | 38655 |
| STIFEL NICOLAUS 7216 9596 | P | 2012-12-31 | 323127 | 305452 | 17675 | 17675 |
| STIFEL NICOLAUS 8518 6186 | P | 2012-12-31 | 128089 | 117141 | 10948 | 10948 |
| MORGAN STANLEY BROKERAGE ACCT | P | 2013-03-16 | 3857978 | 3857547 | 431 | 431 |
| MORGAN STANLEY BROKERAGE ACCT | P | 2013-03-16 | 3397858 | 3373658 | 24200 | 24200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 104291 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 390673 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7302310 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053500 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 376892 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7557297 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049871 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 323247 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6371510 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050733 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.154104 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051368 | AverageDistributionRatio |
| Net Noncharitable Assets | 7186872 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 369175 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2031 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 371206 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 303404 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4062 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4062 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4062 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2360 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2360 | TotalCreditsAndPayments |
| Tax Due | 1702 | 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 | WWW.CSOF.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS RALSTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7196359057 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NORTH CASCADE AVENUE SUITE 1100 | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80903 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM GRIFFIS DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR (IMMEDIATE PAST PRESIDENT) | 2.00 | 0 | 0 | 0 |
| THOMAS MCCARTHY DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| PENNY SAYRE CPA | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | TREASURER | 2.00 | 0 | 0 | 0 |
| THOMAS HIGGINBOTHAM DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| WILLIAM DULANEY ESQ | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DANIEL TELL DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ROBERT MCDONALD | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CURRY HORAK MD | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | PRESIDENT ELECT | 2.00 | 0 | 0 | 0 |
| LYNNE JONES | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DORIS RALSTON | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | EXECUTIVE DIRECTOR | 40.00 | 70000 | 0 | 0 |
| ALEX CONSTANTINIDES DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ANNE ZOBEC NP | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| RONALD ROYCE DO | ||||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | DIRECTOR | 2.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO IMPROVE THE HEALTH AND WELL BEING OF THE PIKES PEAK COMMUNITY OF COLORADO THROUGH GRANTS TO PUBLICLY SUPPORTED CHARITIES, PROVIDING SCHOLARSHIPS TO OSTEOPATIC MEDICAL STUDENTS, AND EDUCATING THE PUBLIC IN MATTERS RELATING TO HEALTH. | Description1 |
| Expenses1 | 281329 | Expenses1 |
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 | 6762166 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 534151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7296317 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7296317 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 109445 | CashDeemedCharitable |
| Net Noncharitable Assets | 7186872 | NetNoncharitableAssets |
| Minimum Investment Return | 359344 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 359344 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4062 | TaxBasedOnInvestmentIncome |
| Total Tax | 4062 | TotalTax |
| Distributable Amount Before Adj | 355282 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 355282 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 355282 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 303404 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 303404 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 303404 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 355282 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 6955 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 844 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30213 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 38012 | TotalExcessDistriCarryover |
| Qualifying Distributions | 303404 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 303404 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 38012 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 38012 | 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 | 13866 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2009-07-01 | DateOfRuling |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| DORIS RALSTON | PO BOX 49577 | COLORADO SPRINGS | CO | 80949 | 7196359057 | APPLICATIONS ARE TO BE SUBMITTED USING THE COLORADO COMMON GRANT APPLICATION AND MAY BE SUBMITTED VIA EMAIL, FAX OR REGULAR MAIL. | GRANTS DEADLINES FOR GRANT APPLICATIONS ARE AUGUST 19TH. | GRANTS ARE LIMITED TO QUALIFIED NON-PROFIT ORGANIZATION IN EL PASO AND TELLER COUNTIES. NO GRANTS ARE AWARDED TO INDIVIDUALS. |
| DORIS RALSTON | PO BOX 49577 | COLORADO SPRINGS | CO | 80949 | 7196359057 | THE SCHOLARSHIP APPLICATION IS AVAILABLE VIA THE FOUNDATIONS WEBSITE. REQUIRED INFORMATION INCLUDEDS MEDICAL SCHOOL TRANSCRIPTS, MCAT SCORES, A LIST OF CLUBS AND ORGANIZATIONS THE APPLICANT BELONGS TOO, COMMUNITY SERVICE PROVIDED, AN ESSAY ABOUT WHY THEY WANT TO BE AN OSTEOPATHIC PHYSICIAN, A PHOTO AND CURRICULUM. | APPLICATIONS MUST BE SUBMITTED BY MARCH 1. | SCHOLARSHIPS ARE LIMITED TO COLORADO RESIDENTS WHO ARE SECOND YEAR STUDENTS AND DO NOT ALREADY HAVE FULL SCHOLASHIPS FROM ANOTHER SOURCE. |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMANDA MCNALLY | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | TUITION SCHOLARSHIP | $10,000 |
| BENJAMIN BARRICK | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | TUITION SCHOLARSHIP | $10,000 |
| CASA OF THE PIKES PEAK REGION | ||||||
| 701 SOUTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $15,000 |
| CENTER FOR NONPROFIT EXCELLENCE | ||||||
| 518 NORTH NEVADA AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | SPONSORSHIP | $1,200 |
| CLINT SOWARDS | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | SCHOLARSHIP | $1,000 |
| COLORADO SPRINGS ECUMENICAL SOCIAL MINISTRIES | ||||||
| 201 NORTH WEBER STREET | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $15,000 |
| COLORADO SPRINGS THERAPEUTIC RIDING CENTER | ||||||
| 3254 PASEO RD | COLORADO SPRINGS | CO | 80909 | NONE | CHARITABLE | $6,000 |
| COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT | ||||||
| 2340 ROBINSON STREET | COLORADO SPRINGS | CO | 80904 | NONE | CHARITABLE | $11,000 |
| DAWNIELLE ENDLY | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | TUITION SCHOLARSHIP | $10,000 |
| DES MOINES UNIVERSITY TIMOTHY PREST | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | SCHOLARSHIP | $1,000 |
| HARBOR HOUSE | ||||||
| 1710 EAST PIKES PEAK AVE | COLORADO SPRINGS | CO | 80909 | NONE | CHARITABLE | $5,000 |
| LEADERSHIP PIKES PEAK | ||||||
| 24 SOUTH WEBER STREET 135 | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $1,150 |
| MARY LUNDGREN PHD | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | SCHOLARSHIPS | $10,000 |
| MICHAEL GROOVER | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | TUITION SCHOLARSHIP | $10,000 |
| MISSION MEDICAL CLINIC | ||||||
| 2125 E LA SALLE | COLORADO SPRINGS | CO | 80909 | NONE | CHARITABLE | $15,000 |
| PENROSE-ST FRANCIS HEALTH FOUNDATION | ||||||
| 2222 NORTH NEVADA AVENUE | COLORADO SPRINGS | CO | 80907 | NONE | CHARITABLE | $5,000 |
| PIKES PEAK COMMUNITY ACTION AGENCY | ||||||
| 925 SOUTH INSTITUTE | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $5,000 |
| PIKES PEAK COUNCIL BOYS SCOUTS OF AMERICA | ||||||
| 2 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $150 |
| PIKES PEAK HOSPICE AND PALLIATIVE CARE | ||||||
| 825 E PIKES PEAK AVENUE SUITE 600 | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $5,000 |
| PIKES PEAK THERAPEUTIC RIDING CENTER | ||||||
| 13620 HALLELUIAH TRAIL | ELBERT | CO | 80106 | NONE | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN COLORADO | ||||||
| 311 N LOGAN AVE | COLORADO SPRINGS | CO | 80909 | NONE | CHARITABLE | $6,000 |
| SAFE PASSAGE | ||||||
| 423 S CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $10,000 |
| SUICIDE PREVENTION PARTNERSHIP | ||||||
| 704 NORTH TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | CHARITABLE | $1,000 |
| TESSA | ||||||
| 435 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NONE | CHARITABLE | $12,000 |
| TLC PHARMACY | ||||||
| 824 SOUTH UNION BLVD | COLORADO SPRINGS | CO | 80910 | NONE | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 181500 | 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 | $155,856 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $104,291 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC | Description |
| Related Or Exempt Function Income | 2122 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $260,147 | ExclusionAmount |
| Related Or Exempt Function Income | 2122 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 262269 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | INCIDENTAL REVENUE RESULTING FROM EDUCATING THE PUBLIC IN MATTERS RELATING TO HEALTH | RelationshipStatement |
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 | JOHN H DRABING | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 HIDDEN VALLEY ROAD | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10616 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 100 SHARES OF COLGATE-PALMOLIVE STOCK | NoncashPropertyDescription |
| Fair Market Value | 10616 | FairMarketValue |
| Date Received | 2012-12-13 | DateReceived |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (20 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| BOOKSHELVES | 1994-10-13 | 126 | 126 | SL | 7.000000000000 | 0 | 0 | 0 |
| FILE CABINET | 1988-06-15 | 300 | 300 | SL | 7.000000000000 | 0 | 0 | 0 |
| FILE CABINET | 1986-07-23 | 291 | 291 | SL | 5.000000000000 | 0 | 0 | 0 |
| FIREPROOF CABINET | 1988-08-15 | 522 | 522 | SL | 7.000000000000 | 0 | 0 | 0 |
| BARRISTER BOOKSHELF | 1989-03-31 | 774 | 774 | SL | 7.000000000000 | 0 | 0 | 0 |
| DESK, CREDENZA | 1998-12-31 | 1100 | 1100 | SL | 7.000000000000 | 0 | 0 | 0 |
| LATERAL FILE | 1998-12-31 | 438 | 438 | SL | 7.000000000000 | 0 | 0 | 0 |
| UNIX SERVER | 2000-07-11 | 3800 | 3800 | SL | 5.000000000000 | 0 | 0 | 0 |
| CREDENZA | 2000-08-31 | 499 | 499 | SL | 7.000000000000 | 0 | 0 | 0 |
| FILE CABINETS | 2001-02-02 | 320 | 320 | SL | 5.000000000000 | 0 | 0 | 0 |
| LDC PROJECTOR | 2002-10-07 | 1700 | 1700 | SL | 5.000000000000 | 0 | 0 | 0 |
| RAISERS EDGE SOFTWARE | 2005-07-25 | 6143 | 6143 | SL | 3.000000000000 | 0 | 0 | 0 |
| LAPTOP | 2005-12-20 | 883 | 883 | 200DB | 5.000000000000 | 0 | 0 | 0 |
| COMPUTER SERVER | 2006-12-14 | 3300 | 3215 | 200DB | 5.000000000000 | 0 | 0 | 0 |
| DONOR WALL | 2007-06-11 | 1778 | 1459 | 200DB | 7.000000000000 | 91 | 0 | 91 |
| PRINTER | 2007-09-14 | 475 | 459 | SL | 5.000000000000 | 16 | 0 | 16 |
| FAX SERVER | 2008-02-27 | 2995 | 2596 | SL | 5.000000000000 | 399 | 0 | 399 |
| LASER PRINTER | 2007-09-28 | 272 | 258 | SL | 5.000000000000 | 14 | 0 | 14 |
| DELL WORKSTATION | 2008-04-29 | 2495 | 2079 | SL | 5.000000000000 | 416 | 0 | 416 |
| FUJITSU SCANNER | 2008-05-14 | 901 | 751 | SL | 5.000000000000 | 150 | 0 | 150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STIFEL NICOLAUS - 1788 | 203964 | 0 |
| MORGAN STANLEY - 6611 | 3239470 | 3239470 |
| MORGANSTANLEY - 6611 | 1737309 | 1737309 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 602086 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 602086 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGANSTANLEY - 6611 ETF & CEF | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1198844 | BookValue |
| EOYFMV | 1198844 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (20 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| BOOKSHELVES | 126 | 126 | 0 |
| FILE CABINET | 300 | 300 | 0 |
| FILE CABINET | 291 | 291 | 0 |
| FIREPROOF CABINET | 522 | 522 | 0 |
| BARRISTER BOOKSHELF | 774 | 774 | 0 |
| DESK, CREDENZA | 1100 | 1100 | 0 |
| LATERAL FILE | 438 | 438 | 0 |
| UNIX SERVER | 3800 | 3800 | 0 |
| CREDENZA | 499 | 499 | 0 |
| FILE CABINETS | 320 | 320 | 0 |
| LDC PROJECTOR | 1700 | 1700 | 0 |
| RAISERS EDGE SOFTWARE | 6143 | 6143 | 0 |
| LAPTOP | 883 | 883 | 0 |
| COMPUTER SERVER | 3300 | 3215 | 85 |
| DONOR WALL | 1778 | 1550 | 228 |
| PRINTER | 475 | 475 | 0 |
| FAX SERVER | 2995 | 2995 | 0 |
| LASER PRINTER | 272 | 272 | 0 |
| DELL WORKSTATION | 2495 | 2495 | 0 |
| FUJITSU SCANNER | 901 | 901 | 0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| SECURITY DEPOSIT | 1375 | 1375 | 1375 |
| ACCRUED INTEREST/FUND REDEMPTION PROCEEDS | 19892 | 16456 | 16456 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $56,054 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INSURANCE | 5270 | 0 | 0 | 5270 |
| OFFICE EXPENSE | 3180 | 0 | 0 | 3180 |
| POSTAGE | 626 | 0 | 0 | 626 |
| DUES AND SUBSCRIPTIONS | 1628 | 0 | 0 | 1628 |
| TECHNOLOGY | 4458 | 0 | 0 | 4458 |
| TELEPHONE | 600 | 0 | 0 | 600 |
| MISCELLANEOUS | 1043 | 0 | 0 | 1043 |
| EDUCATION | 1899 | 0 | 0 | 1899 |
| COMMUNITY RELATIONS | 536 | 0 | 0 | 536 |
| INVESTMENT FEES | 57044 | 57044 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC | Description |
| Revenue And Expenses Per Books | 2122 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 2122 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | Category |
| Amount | $8,990 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $5,355 | 0 | 0 | 5355 |
| FOREIGN TAX | $14 | 0 | 0 | 0 |
| EXCISE TAX | $4,062 | 0 | 0 | 0 |