NICK DEWOLF FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: NICK DEWOLF FOUNDATION (EIN 20-1829265)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-03
IRS object ID: 201222169349100207
Schema version: 2011v1.2
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
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-03T14:34:48-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	840803727	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	REESE HENRY & COMPANY INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 EAST MAIN STREET SUITE 2	AddressLine1
City	ASPEN	City
State	CO	State
ZIP Code	81611	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201829265	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	NICK DEWOLF FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NICK	NameControl
Phone	9709256448	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4540	AddressLine1
City	ASPEN	City
State	CO	State
ZIP Code	81612	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARGARET LEE DEWOLF	Name
Title	PRINCIPAL OFFICER	Title
Phone	9709256448	Phone
Date Signed	2012-07-27	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHRISTOPHER L TOLK CPA	Name
PTIN	P00163872	PTIN
Phone	9709253771	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	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	3679388	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	42604	DividendsRevAndExpnss
Dividends Net Invst Incm	42604	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	184750	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1858404	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	184999	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	227354	TotalRevenueAndExpenses
Total Net Investment Income	227603	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	125000	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
Oth Empl Slrs Wgs Rev And Expnss	4754	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	0	OthEmplSlrsWgsDsbrsChrtblPrps
Legal Fees Rev And Expnss	370	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	15253	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1525	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	9567	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	56490	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	45202	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	211434	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	46727	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	332489	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	332489	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	543923	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	46727	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	332489	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-316569	ExcessOfRevenueOverExpenses
Net Investment Income	180876	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	240417	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	132577	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	132577	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	81	PrepaidExpensesBOY
Investments Other BOY	3719120	InvestmentsOtherBOY
Investments Other EOY	3502483	InvestmentsOtherEOY
Investments Other EOYFMV	3546811	InvestmentsOtherEOYFMV
Total Assets BOY	3959618	TotalAssetsBOY
Total Assets EOY	3635060	TotalAssetsEOY
Total Assets EOYFMV	3679388	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	3959618	RetainedEarningsBOY
Retained Earnings EOY	3635060	RetainedEarningsEOY
Total Net Assets BOY	3959618	TotalNetAssetsBOY
Total Net Assets EOY	3635060	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3959618	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3635060	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3959618	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-316569	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3643049	Subtotal
Other Decreases	7989	OtherDecreases
Total Net Assets Fund Balances EOY	3635060	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
UBS SHORT TERM	407604	318953	88651	88651
UBS LONG TERM	1450009	1354452	95557	95557
CAPITAL GAINS DIVIDENDS	791		791	791	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	184999	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	228879	QualifyingDistributionsYear1
Noncharitable Assets Year1	3839148	NoncharitableAssetsYear1
Distribution Ratio Year1	0.059617	DistributionRatioYear1
Qualifying Distributions Year2	259338	QualifyingDistributionsYear2
Noncharitable Assets Year2	3267080	NoncharitableAssetsYear2
Distribution Ratio Year2	0.079379	DistributionRatioYear2
Qualifying Distributions Year3	247911	QualifyingDistributionsYear3
Noncharitable Assets Year3	4550523	NoncharitableAssetsYear3
Distribution Ratio Year3	0.054480	DistributionRatioYear3
Qualifying Distributions Year4	213541	QualifyingDistributionsYear4
Noncharitable Assets Year4	4623201	NoncharitableAssetsYear4
Distribution Ratio Year4	0.046189	DistributionRatioYear4
Total Distribution Ratio	0.239665	TotalDistributionRatio
Average Distribution Ratio	0.059916	AverageDistributionRatio
Net Noncharitable Assets	3988177	NetNoncharitableAssets
Adjusted Noncharitable Assets	238956	AdjustedNoncharitableAssets
One Percent Net Investment Income	1809	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	240765	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	332489	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1809	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1809	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1809	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	500	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	2000	TaxPaidWithExtension
Total Credits And Payments	2500	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	691	Overpayment
Amount Credited To Next Year	691	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	REESE HENRY CO INC	BooksInCareOfPersonName
Books In Care Of Phone Number	9709253771	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	400 E MAIN ST STE 2	AddressLine1
City	ASPEN	City
State	CO	State
ZIP Code	81611	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	1	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
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
MARGARET LEE DEWOLF
233 W BLEEKER ST	ASPEN	CO	81611	PRESIDENT	20.00	125000	0	0
NICOLE DEWOLF
601 NW CARKEEK PARK RD	SEATTLE	WA	98177	SECRETARY	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

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct

Field	Value	IRS element (for citing)
Person Name	STEVE LUNDEEN	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	139 29TH AVENUE E	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98112	ZIPCode

Field	Value	IRS element (for citing)
Type Of Service	ARCHIVING	TypeOfService
Compensation	67500	Compensation

Field	Value	IRS element (for citing)
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	3822825	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	226086	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4048911	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	4048911	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	60734	CashDeemedCharitable
Net Noncharitable Assets	3988177	NetNoncharitableAssets
Minimum Investment Return	199409	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	199409	MinimumInvestmentReturn
Tax Based On Investment Income	1809	TaxBasedOnInvestmentIncome
Total Tax	1809	TotalTax
Distributable Amount Before Adj	197600	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	197600	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	197600	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	332489	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	332489	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1809	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	330680	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	197600	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	3925	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	96678	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	37080	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	137683	TotalExcessDistriCarryover
Qualifying Distributions	332489	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	197600	AppliedToCurrentYear
Remaining Distri From Corpus	134889	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	272572	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	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	272572	ExcessDistriCyovToNextYear
Excess From Year3	3925	ExcessFromYear3
Excess From Year2	96678	ExcessFromYear2
Excess From Year1	37080	ExcessFromYear1
Excess From Current Year	134889	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (82 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Recipient RelationshipRecipientRelationship	Address Line2RecipientUSAddress/AddressLine2
AARP FOUNDATION
601 E STREET NW	WASHINGTON	DC	20049	PUBLIC CHARITY	GENERAL CHARITABLE	$1,000
ACADEMY OF AMERICAN POETS
75 MAIDEN LANE STE 901	NEW YORK	NY	10038	PUBLIC CHARITY	GENERAL CHARITABLE	$660
ACES
100 PUPPY SMITH STREET	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$20,000
AMERICAN ASSOCIATION FOR ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NW	WASHINGTON	DC	20005	PUBLIC CHARITY	GENERAL CHARITABLE - SCIENTIFIC	$500
AMNESTY INTERNATIONAL
5 PENN PLAZA	NEW YORK	NY	10001	PUBLIC CHARITY	GENERAL CHARITABLE	$400
ANDERSON RANCH ARTS CENTER
5263 OWL CREEK RD PO BOX 5598	SNOWMASS VILLAGE	CO	81615	PUBLIC CHARITY	GENERAL CHARITABLE - EDUCATIONAL	$5,000
ANGLICAN DIGEST
805 CR102	EUREKA SPRINGS	AR	72632	PUBLIC CHARITY	GENERAL CHARITABLE	$600
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVE	CHICAGO	IL	60603	PUBLIC CHARITY	GENERAL CHARITABLE - EDUCATIONAL	$100
ASPCA
424 E 92ND ST	NY	NY	10128	PUBLIC CHARITY	GENERAL CHARITABLE	$1,700	NONE
ASPEN CAMP OF THE DEAF AND HARD OF HEARING
PO BOX 1494	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE.	$700
ASPEN CENTER FOR PHYSICS
700 WEST GILLESPIE	ASPEN	CO	81611	PUBLIC CHARITY	SPONSOR PUBLIC LECTURES AND GENERAL CHARITABLE, SCIENTIFC	$57,188	NONE
ASPEN CHORAL SOCIETY
PO BOX 650	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$100
ASPEN COMMUNITY FOUNDATION
110 E HALLAM ST STE 126	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$200
ASPEN DANCE CONNECTION
1900 WILLITS LANE 17A	BASALT	CO	81621	PUBLIC CHARITY	GENERAL CHARITABLE	$200
ASPEN ELEMENTARY
0235 HIGH SCHOOL ROAD	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL EDUCATIONAL.	$2,000
ASPEN FILM
110 EAST HALLAM ST 102	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$4,500
ASPEN HALL OF FAME
PO BOX 510	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$300
ASPEN HISTORICAL SOCIETY
620 W BLEEKER	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$800	NONE
ASPEN INSTITUTE
ONE DUPONT CIRCLE NW SUITE 700	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL CHARITABLE	$6,600	NONE
ASPEN JOURNALISM
1280 UTE AVENUE 4	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$20,000
ASPEN PARKS DEPARTMENT FOUNTAIN PROJECT
585 CEMETERY LANE	ASPEN	CO	81611	PUBLIC CHARITY	FOUNTAIN RESTORATION	$13,981
ASPEN PUBLIC RADIO
110 E HALLAM ST STE 134	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$500
ASPEN VALLEY MEDICAL FOUNDATION
PO BOX 1639	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$200
ASPEN WRITERS FOUNDATION
110 E HALLAM ST STE 116	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$300
ASPEN YOUTH CENTER
PO BOX 8266	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$100
BASALT ELEMENTARY
151 E COTTONWOOD DR	BASALT	CO	81621	PUBLIC CHARITY	GENERAL EDUCATIONAL AND SCIENTIFIC.	$2,000
BASENJI RESCUE AND TRANSPORT
7255 JERMYN COVE	GERMANTOWN	TN	38138	PUBLIC CHARITY	GENERAL CHARITABLE	$250
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD	KANAB	UT	84741	PUBLIC CHARITY	GENERAL CHARITABLE	$3,500
BOSTON ATHENAEUM
10 1/2 BEACON STREET	BOSTON	MA	02108	PUBLIC CHARITY	GENERAL CHARITABLE	$2,500
CENTRAL ASIA INSTITUTE
PO BOX 7209	BOZEMAN	MT	59771	PUBLIC CHARITY	GENERAL CHARITABLE	$500
CHRIST EPISCOPAL CHURCH
536 WEST NORTH ST	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$900
COLORADO ANIMAL RESCUE
2801 COUNTY ROAD 114	GLENWOOD SPRINGS	CO	81601	PUBLIC CHARITY	GENERAL CHARITABLE	$100
COLORADO COLLEGE
14 E CACHE L POUDRE	COLORADO SPRINGS	CO	80903	PUBLIC CHARITY	GENERAL EDUCATIONAL.	$500
COLORADO PUBLIC TELEVISION
290 WELTON STREET 1ST FL	DENVER	CO	80205	PUBLIC CHARITY	GENERAL CHARITABLE	$200
COLORADO STATE UNIVERSITY FOUNDATION
510 UNIVERSITY SERVICES CENTER	FORT COLLINS	CO	80523	PUBLIC CHARITY	GENERAL CHARITABLE	$300
COMPASS
PO BOX 336	WOODY CREEK	CO	81656	PUBLIC CHARITY	GENERAL EDUCATIONAL.	$1,000
CRMS
1493 COUNTY RD 106	CARBONDALE	CO	81623	PUBLIC CHARITY	GENERAL EDUCATIONAL	$200
DOCTORS WITHOUT BORDERS
333 7TH ST 2ND FLOOR	NY	NY	10001	PUBLIC CHARITY	GENERAL CHARITABLE	$5,100
EPISCOPAL RELIEF
815 SECOND AVE	NY	NY	10017	PUBLIC CHARITY	GENERAL CHARITABLE	$2,300
EVERGREEN SCHOOL
15201 MERIDIAN AVE N	SHORELINE	WA	98133	PUBLIC CHARITY	GENERAL EDUCATIONAL.	$300
FINCA
1101 14TH ST NW 11TH FLOOR	WASHINGTON	DC	20005	PUBLIC CHARITY	GENERAL CHARITABLE	$200
GARDEN CONSERVANCY
PO BOX 219	COLD SPRING	NY	10516	PUBLIC CHARITY	GENERAL CHARITABLE	$100
GLEN CANYON INSTITUTE
429 E 100 SOUTH	SALT LAKE CITY	UT	84111	PUBLIC CHARITY	GENERAL CHARITABLE	$400
GRAMEEN FOUNDATION
1101 15TH ST 3RD FL NW	WASHINGTON	DC	20005	PUBLIC CHARITY	GENERAL CHARITABLE	$300
GRASS ROOTS COMMUNITY TV
110 E HALLAM STE 132	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$47,500
GREATER NEW ORLEANS FOUNDATION
1055 ST CHARLES AVE SUITE 100	NEW ORLEANS	LA	70130	PUBLIC CHARITY	GENERAL CHARITABLE	$300
HIGH COUNTRY NEWS
PO BOX 1090	PAONIA	CO	81428	PUBLIC CHARITY	GENERAL CHARITABLE	$1,900
HOSPICE OF THE VALLEY
PO BOX 3768	BASALT	CO	81621	PUBLIC CHARITY	GENERAL CHARITABLE	$800
INDEPENDENCE PASS FOUNDATION
PO BOX 1700	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$2,300
INTERFAITH ALLIANCE FOUNDATION
1212 NEW YORK AVE NW 7TY FL	WASHINGTON	DC	20005	PUBLIC CHARITY	GENERAL CHARITABLE	$400
LIFT UP
PO BOX 1928	RIFLE	CO	81650	PUBLIC CHARITY	GENERAL CHARITABLE	$300
LINK TV
PO BOX 2008	SAN FRANCISCO	CA	94126	PUBLIC CHARITY	GENERAL CHARITABLE	$500
MEXICO MEDICAL MISSIONS
4001 COUNTY ROAD 114	GLENWOOD SPRINGS	CO	81601	PUBLIC CHARITY	GENERAL CHARITABLE	$2,800
MOUNTAIN RESCUE ASPEN
630 WEST MAIN ST	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$800
NATIONAL CATHEDRAL
3101 WISCONSIN AVE NW	WASHINGTON	DC	20016	PUBLIC CHARITY	GENERAL CHARITABLE	$2,500
NATIONAL MUSEUM OF AMERICA INDIAN
PO BOX 96836	WASHINGTON	DC	20090	PUBLIC CHARITY	GENERAL CHARITABLE	$2,400
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL CHARITABLE	$100
NATIVE AMERICAN HERITAGE ASSOCIATION
PO BOX 512	RAPID CITY	SD	57709	PUBLIC CHARITY	GENERAL CHARITABLE	$1,300
NATIVE AMERICAN RIGHTS FUND
1506 BROADWAY	BOULDER	CO	80302	PUBLIC CHARITY	GENERAL CHARITABLE	$1,000
OXFAM AMERICA
226 CAUSEWAY ST 5TH FL	BOSTON	MA	02114	PUBLIC CHARITY	GENERAL CHARITABLE	$500
PATHFINDERS
PO BOX 11799	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$2,400
PHYSICS HISTORY
700 WEST GILLESPIE	ASPEN	CO	81611	PUBLIC CHARITY	ARCHIVING PROJECT AND WEBSITE	$67,500
PIONEER PARKS PROJECT
W BLEEKER	ASPEN	CO	81611	PUBLIC CHARITY	CITY PARK UPKEEP & BEAUTIFICATION	$7,440
RED BRICKS CENTER FOR THE ARTS
110 E HALLAM ST STE 118	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$600
REDSTONE ART FOUNDATION
173 REDSTONE BLVD	REDSTONE	CO	81623	PUBLIC CHARITY	GENERAL CHARITABLE	$300
RESPONSE
PO BOX 1340	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$200
ROARING FORK CONSERVANCY
PO BOX 3349	BASALT	CO	81621	PUBLIC CHARITY	GENERAL CHARITABLE	$2,900
ROARING FORK OUTDOOR VOLUNTEERS
PO BOX 1341	BASALT	CO	81621	PUBLIC CHARITY	GENERAL CHARITABLE	$200
ROCKY MOUNTAIN INSTITUTE
2317 SNOWMASS CREEK RD	SNOWMASS	CO	81654	PUBLIC CHARITY	GENERAL CHARITABLE	$500
SALVATION ARMY
1370 PENNSYLVANIA ST	DENVER	CO	80203	PUBLIC CHARITY	GENERAL CHARITABLE	$2,000
SAN FRANCISCO CENTER FOR THE BOOK
300 DE HARO ST	SAN FRANCISCO	CA	94103	PUBLIC CHARITY	GENERAL CHARITABLE	$200
SANTA FE INSTITUTE
1399 HYDE PARK ROAD	SANTE FE	NM	87501	PUBLIC CHARITY	GENERAL CHARITABLE	$10,000
SEATTLE ACADEMY
1201 E UNION ST	SEATTLE	WA	98122	PUBLIC CHARITY	GENERAL EDUCATIONAL	$200
SENIORS INDEPENDENT
0275 CASTLE CREEK ROAD	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$300
SIGMA XI THE SCIENTIFIC RESEARCH SOCIETY
PO BOX 13975 3106 EAST NC HIGHWAY	RESEARCH TRIANGLE PARK	NC	27709	PUBLIC CHARITY	GENERAL SCIENTIFIC	$70		54
SOCIETY FOR SCIENCE & THE PUBLIC
1719 N STREET NW	WASHINGTON	DC	20036	PUBLIC CHARITY	GENERAL CHARITABLE, SCIENTIFIC AND EDUCATIONAL.	$1,500
TOMORROW'S VOICES
C/O ACES 100 E PUPPY SMITH ST	ASPEN	CO	81611	PUBLIC CHARITY	GENERAL CHARITABLE	$200
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARE	CAMBRIDGE	MA	02138	PUBLIC CHARITY	GENERAL CHARITABLE, EDUCATIONAL AND SCIENTIFIC	$500
WE-CYCLE
PO BOX 360	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$10,000
WHEELER ASSOCIATION
PO BOX 10750	ASPEN	CO	81612	PUBLIC CHARITY	GENERAL CHARITABLE	$1,200
WILDERNESS LAND TRUST
PO BOX 1420	CARBONDALE	CO	81623	PUBLIC CHARITY	GENERAL CHARITABLE	$300
WWFM-THE CLASSIC NETWORK
1200 OLD TRENTON ROAD	TRENTON	NJ	08690	PUBLIC CHARITY	GENERAL CHARITABLE	$300

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	332489	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	$42,604	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Business Code	211110	BusinessCode
Unrelated Business Income	-$249	UnrelatedBusinessIncomeAmount
Exclusion Code	18	ExclusionCode
Exclusion	$184,999	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$249	UnrelatedBusinessIncomeAmount
Exclusion	$227,603	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	227354	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

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$15,253	Amount
Net Investment Income	1525	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	ENTERPRISE PRODUCTS PRODUCTS K1 LINE 10	Name
How Acquired	PURCHASED	HowAcquired
Sales Expense	0	SalesExpense
Total Net	-249	TotalNet

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	UBS INVESTMENTS	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	3502483	BookValue
EOYFMV	3546811	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL	Category
Amount	$370	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	SUSPENDED LOSSES FROM K1	Description
Amount	$7,989	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
INVESTMENT FEES	45202	45202
MISC	9135	0
STORAGE	1987	0
OFFICE SUPPLIES	166	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$8,990	0	0	0
FEDERAL TAX	$577	0	0	0