CHARLES A MICALE FOUNDATION 01-01-98: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A MICALE FOUNDATION 01-01-98 (EIN 83-0320607)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-27
- IRS object ID
- 201340869349100514
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-27T18:06:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830331229 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1088 | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 82003 | 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 | 830320607 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES A MICALE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 3076342151 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 82003 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES S MICALE | Name |
| Title | DIRECTOR | Title |
| Phone | 3076342151 | Phone |
| Date Signed | 2013-02-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES W HEARNE | Name |
| PTIN | P00134005 | PTIN |
| Phone | 3076342151 | 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 | 1357747 | 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 | 46101 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46101 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22384 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 947239 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22384 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 68485 | TotalRevenueAndExpenses |
| Total Net Investment Income | 68485 | 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 |
| Legal Fees Rev And Expnss | 3250 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 3250 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3856 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1816 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 23297 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 23297 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30403 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28363 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 64903 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28363 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3582 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40122 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 163939 | CashBOY |
| Cash EOY | 7451 | CashEOY |
| Cash EOYFMV | 7451 | CashEOYFMV |
| Investments Other BOY | 1126316 | InvestmentsOtherBOY |
| Investments Other EOY | 1289636 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1350296 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1290255 | TotalAssetsBOY |
| Total Assets EOY | 1297087 | TotalAssetsEOY |
| Total Assets EOYFMV | 1357747 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2000 | AccountsPayableBOY |
| Accounts Payable EOY | 5250 | AccountsPayableEOY |
| Total Liabilities BOY | 2000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5250 | 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 | 1288255 | RetainedEarningsBOY |
| Retained Earnings EOY | 1291837 | RetainedEarningsEOY |
| Total Net Assets BOY | 1288255 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1291837 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1290255 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1297087 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1288255 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3582 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1291837 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1291837 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| UBS - ADDITIONAL INFORMATION AVAILABLE UPON REQUEST | P | 2012-01-01 | 2012-12-31 | 748546 | 735859 | 12687 | 12687 |
| UBS - ADDITIONAL INFORMATION AVAILABLE UPON REQUEST | P | 2012-01-01 | 2012-12-31 | 198693 | 188996 | 9697 | 9697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22384 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40725 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1178710 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.034550 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 38500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1274568 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030206 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 76697 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1251901 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061264 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 84979 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1677339 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050663 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 139414 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2374366 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058716 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235399 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047080 | AverageDistributionRatio |
| Net Noncharitable Assets | 1318458 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62073 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 401 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62474 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 34500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 802 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 802 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 802 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 18 | PenaltyForUnderpayment |
| Tax Due | 820 | 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 | WY | 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 | CHARLES A MICALE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3076370019 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1 |
| City | CHEYENNE | City |
| State | WY | State |
| ZIP Code | 820031088 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES A MICALE | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHARLES S MICALE | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DONNA SEBASTIAN | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DEBBIE MCCONNELL | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| GIAVANNA MICALE | ||||||||
| PO BOX 1088 | CHEYENNE | WY | 82003 | DIRECTOR | 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 | 1253303 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 85233 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1338536 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1338536 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20078 | CashDeemedCharitable |
| Net Noncharitable Assets | 1318458 | NetNoncharitableAssets |
| Minimum Investment Return | 65923 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 65923 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 802 | TaxBasedOnInvestmentIncome |
| Total Tax | 802 | TotalTax |
| Distributable Amount Before Adj | 65121 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 65121 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 65121 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 34500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 34500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 65121 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 13028 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 34500 | QualifyingDistributions |
| Applied To Year1 | 13028 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21472 | 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 | 43649 | 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 | CHARLES A MICALE | 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 | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHURCH OF JESUS CHRIST | |||||||
| 15 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84150 | NONE | PUBLIC CHARITY | GENERAL USE | $2,500 |
| COMEA HOUSE | |||||||
| 1504 STINSON AVE | CHEYENNE | WY | 82001 | NONE | PUBLIC CHARITY | GENERAL USE | $8,000 |
| DENVER RESCUE MISSION | |||||||
| PO BOX 5206 | DENVER | CO | 80217 | NONE | PUBLIC CHARITY | GENERAL USE | $8,000 |
| DEVER POST CHARITIES | |||||||
| 101 W COLFAX AVE | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 |
| SIMPSON HOUSING SERVICES | |||||||
| 2100 PILLSBURY AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| ST ANDREW UNITED METHODIST CHURCH | |||||||
| 9203 S UNIVERSITY BLVD | HIGHLANDS RANCH | CO | 80126 | NONE | PUBLIC CHARITY | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34500 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 46101 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,384 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $22,384 | ExclusionAmount |
| Related Or Exempt Function Income | 46101 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 68485 | 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 | 4 | LineNumber |
| Relationship Statement | NOT APPLICABLE | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1289636 | BookValue |
| EOYFMV | 1350296 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $3,250 | Amount |
| Net Investment Income | 3250 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT EXPENSES | 11297 | 11297 | 0 | 0 |
| CONTRACT LABOR | 12000 | 12000 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TAXES & LICENSES | $1,816 | 1816 | 0 | 0 |
| FEDERAL TAX EXPENSE | $2,040 | 0 | 0 | 0 |