Civic Intelligence

Bardsley Foundation

990PF • Fiscal year 2011 • EIN 84-1521212

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
61 Charlou Circle80111-1102
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

55th percentile

1.1%

Faster asset growth than 55% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,515,502

Up $48,460 (+1.1%) from 2010

Net Assets

Up

$4,515,502

Up $48,460 (+1.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$387,146

Up $45,674 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,467,042Liabilities 2010: $0Net Assets 2010: $4,467,0422010Assets 2011: $4,515,502Liabilities 2011: $0Net Assets 2011: $4,515,5022011Assets 2012: $4,552,651Liabilities 2012: $0Net Assets 2012: $4,552,6512012Assets 2013: $4,946,223Liabilities 2013: $0Net Assets 2013: $4,946,2232013Assets 2014: $2,469,875Liabilities 2014: $0Net Assets 2014: $2,469,8752014Assets 2015: $2,639,964Liabilities 2015: $0Net Assets 2015: $2,639,9642015Assets 2016: $2,864,142Liabilities 2016: $0Net Assets 2016: $2,864,1422016Assets 2017: $3,018,312Liabilities 2017: $1,351Net Assets 2017: $3,016,9612017Assets 2018: $5,870,742Liabilities 2018: $0Net Assets 2018: $5,870,7422018Assets 2019: $5,940,379Liabilities 2019: $0Net Assets 2019: $5,940,3792019Assets 2020: $5,886,356Liabilities 2020: $0Net Assets 2020: $5,886,3562020Assets 2021: $6,108,631Liabilities 2021: $0Net Assets 2021: $6,108,6312021Assets 2022: $6,127,316Liabilities 2022: $0Net Assets 2022: $6,127,3162022Assets 2023: $6,114,458Liabilities 2023: $0Net Assets 2023: $6,114,4582023Assets 2024: $6,094,549Liabilities 2024: $0Net Assets 2024: $6,094,5492024

Highlighted filing

2011

Assets$4,515,502
Liabilities$0
Net Assets$4,515,502
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $341,4722010Expenses 2011: $387,1462011Expenses 2012: $332,5562012Revenue 2013: $819,004Expenses 2013: $479,252Net Income 2013: $339,7522013Revenue 2014: $363,832Expenses 2014: $2,834,239Net Income 2014: -$2,470,4072014Revenue 2015: $324,116Expenses 2015: $165,716Net Income 2015: $158,4002015Revenue 2016: $450,362Expenses 2016: $240,688Net Income 2016: $209,6742016Revenue 2017: $310,118Expenses 2017: $176,288Net Income 2017: $133,8302017Revenue 2018: $3,012,352Expenses 2018: $165,769Net Income 2018: $2,846,5832018Revenue 2019: $304,041Expenses 2019: $226,959Net Income 2019: $77,0822019Revenue 2020: $332,365Expenses 2020: $392,104Net Income 2020: -$59,7392020Revenue 2021: $620,211Expenses 2021: $405,764Net Income 2021: $214,4472021Revenue 2022: $446,396Expenses 2022: $427,272Net Income 2022: $19,1242022Revenue 2023: $401,642Expenses 2023: $415,952Net Income 2023: -$14,3102023Revenue 2024: $404,707Expenses 2024: $425,560Net Income 2024: -$20,8532024

Highlighted filing

2011

Revenue-
Expenses$387,146
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER PAUL LUCEPresident-$0--
ELIZABETH LUCESecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDENVER ZOOCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$107,500
Paid GrantCORNELL COLLEGECHARITABLE CONTRIBUTION501(C)(3)MOUNT VERNON, IA, US$102,000
Paid GrantDENVER BOTANIC GARDENSCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$70,000
Paid GrantPLANNED PARENTHOOD OF ROCKY MOUNTAINSCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$16,000
Paid GrantST ANNE'S SCHOOLCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$6,500
Paid GrantSPIRIT OF FLIGHT FOUNDATIONCHARITABLE CONTRIBUTION501(C)(3)ST ERIE, CO, US$5,000
Paid GrantUNIVERSITY OF DENVERCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$2,500
Paid GrantCHILD ADVOCATES - CASACHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$2,000
Paid GrantCOLORADO PUBLIC RADIOCHARITABLE CONTRIBUTION501(C)(3)CENTENNIAL, CO, US$2,000
Paid GrantKENT DENVER SCHOOLCHARITABLE CONTRIBUTION501(C)(3)ENGLEWOOD, CO, US$1,300
Paid GrantROCKY MOUNTAIN PBSCHARITABLE CONTRIBUTION501(C)(3)GRAND JUNCTION, CO, US$1,200
Paid GrantALZHEIMERS ASSOCIATIONCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$1,000
Paid GrantBROWNING SCHOOLCHARITABLE CONTRIBUTION501(C)(3)NEW YORK, NY, US$1,000
Paid GrantCENTRAL CITY OPERA HOUSE ASSOCIATIONCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$1,000
Paid GrantMIT CREW FUNDCHARITABLE CONTRIBUTION501(C)(3)CAMBRIDGE, MA, US$1,000
Paid GrantPROJECT ANGEL HEARTCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$1,000
Paid GrantREACH OUT & READCHARITABLE CONTRIBUTION501(C)(3)BOSTON, MA, US$1,000
Paid GrantWILD ANIMAL SANCTUARYCHARITABLE CONTRIBUTION501(C)(3)KEENESBURG, CO, US$1,000
Paid GrantCOLORADO SYMPHONY ORCHESTRACHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$750
Paid GrantWINGS OVER THE ROCKIES MUSEUMCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$620
Paid GrantDENVER ART MUSEUMCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$500
Paid GrantDENVER CENTER THEATRECHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$500
Paid GrantDENVER DUMB FRIENDS LEAGUECHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$500
Paid GrantDENVER PUBLIC LIBRARY FRIENDS FOUNDATIONCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$500
Paid GrantHARMONY PROJECTCHARITABLE CONTRIBUTION501(C)(3)LOS ANGELES, CA, US$500
Paid GrantNATIONAL ALLIANCE FOR THE MENTALLY ILLCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$500
Paid GrantAMERICAN AIR MUSEUM IN BRITAINCHARITABLE CONTRIBUTION501(C)(3)UK$250
Paid GrantCHERRY HILLS LAND PRESERVECHARITABLE CONTRIBUTION501(C)(3)ENGLEWOOD, CO, US$250
Paid GrantPRODIGAL SON INITIATIVECHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$250
Paid GrantSECOND WIND FOUNDATIONCHARITABLE CONTRIBUTION501(C)(3)WASHINGTON, DC, US$250
Paid GrantTRINITY METHODIST CHURCHCHARITABLE CONTRIBUTION501(C)(3)DENVER, CO, US$250
Paid GrantTHE VILLAGE CRIER - CITY OF CHVCHARITABLE CONTRIBUTION501(C)(3)CHERRY HILLS VILLAGE, CO, US$100
Filing and Contact Details

Filer

EIN
84-1521212
Raw XML AppendixShowing 400 of 799 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome10
AccountingFeesSchedule/AccountingFees/Amount03000
AccountingFeesSchedule/AccountingFees/Amount10
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps10
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03000
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue199665
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue225817
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue3150433
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue4112103
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue5325657
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue6307
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue723
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue8152591
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1117295
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV233769
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV3155815
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4111351
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5380153
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV6297
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV724
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV8150309
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0ISHARES BARCLAYS TIPS BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1PIMCO FDS FOREIGN BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2PIMCO HIGH YIELD INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3PIMCO TOTAL RETURN FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4PIMCO LOW DURATION FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5U.S. TREASURY INFL INDEXED
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6T ROWE PRICE INSTL HIGH
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7PIMCO REAL RETURN FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8VANGUARD SHORT TERM INVESTMENT GRADE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue055829
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue157879
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2239295
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3176588
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4413046
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5135743
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue681682
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7126403
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8648416
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue974003
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1099988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11453711
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12106561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13104371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14438605
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16280487
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0105436
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV190566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2332189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3270177
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4721377
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5264791
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6146025
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7213874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV81034761
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9106981
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10170417
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11568033
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12254330
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1399296
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14622554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16280091
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DFA EMERGING MARKETS SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DFA EMERGING MARKETS VALUE POR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DFA INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3DFA INTERNATIONAL SMALL CO POR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DFA U.S. LARGE CAP VALUE POR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DFA U.S. TARGETED VALUE POR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES RUSSELL MICROCAP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9SPDR DJ WILSHIRE INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10VANGUARD EMERGING MARKETS INDE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11VANGUARD EUROPE PACIFIC ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12VANGUARD SF REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13PIMCO REAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14DFA INTERNATIONAL VAL POR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15OPPENHEIMER COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16STEELPATH MLP SLCT 40
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0881
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COPANO ENERGY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0881
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0196600
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0218947
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0523000
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0K-1 - COPANO ENERGY LLC
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1IRS REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0-210
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount18655
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0415547
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount08445
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0423992
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0218947
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0328720
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0328720
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0196600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0196600
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses036846
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0619078
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0218947
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0357681
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0560
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss08445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm049829
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss049829
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05037
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss05037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0329280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm057866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0387146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0415547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0423992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm057866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss058426
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY05197
IRS990PF/BalanceSheets/CashEOY04320
IRS990PF/BalanceSheets/CashEOYFMV04320
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0880881
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0866596
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0949013
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03333310
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03492607
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV05280898
IRS990PF/BalanceSheets/InvestmentsOtherBOY01320
IRS990PF/BalanceSheets/InvestmentsOtherEOY0881
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0881
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY04467042
IRS990PF/BalanceSheets/RetainedEarningsEOY04515502
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0246334
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0151098
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0151098
IRS990PF/BalanceSheets/TotalAssetsBOY04467042
IRS990PF/BalanceSheets/TotalAssetsEOY04515502
IRS990PF/BalanceSheets/TotalAssetsEOYFMV06386210
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04467042
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04515502
IRS990PF/BalanceSheets/TotalNetAssetsBOY04467042
IRS990PF/BalanceSheets/TotalNetAssetsEOY04515502
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0218947
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis011634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis142478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis212909
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis35982
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis48376
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis615720
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis726208
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis817789
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis915914
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10332
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11101341
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1252867
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1385432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-03-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-12-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102010-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-11-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01,495 SHS OF DFA US TARGETED VALUE PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13,612 SHS OF DFA US LARGE CAP VALUE PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2410 SHS OF ISHARES RUSSELL MICROCAPINDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3190 SHS OF ISHARES RUSSELL MICROCAPINDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4300 SHS OF ISHARES RUSSELL MICROCAPINDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5100 SHS OF ISHARES RUSSELL MICROCAPINDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6325 SHS OF ISHARES TR RUSSELL 2000 RUSSELL 2000 INDEX FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72,386 SHS OF STEELPATH MLP SLCT 40 FD INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81,595 SHS OF PIMCO REAL RETURN FUND INSTL CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset94,871 SHS OF OPPENHEIMER CMDY STRAT TOTAL RETURN Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1091 SHS OF OPPENHEIMER CMDY STRAT TOTAL RETURN Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset111,015 SHS OF ISHARES TR BARCLAYS TIPSBOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125,569 SHS OF T ROWE PRICE INSTL HIGH YIELD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset133,500 SHS OF VANGUARD REIT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss013366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss132522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss27402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss33429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss46483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss51805
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss69748
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7-1308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8286
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss91545
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss117619
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss122680
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13114895
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1418481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses013366
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses132522
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses27402
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses33429
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses46483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses51805
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses69748
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-1308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8286
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses91545
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-6
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses117619
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses122680
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13114895
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1418481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice025000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice175000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice220311
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice39411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice414859
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice54954
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice625468
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice724900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice818075
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice917459
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10326
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11108960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1255547
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice13200327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1418481
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss01652
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses036846
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0230
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases011844
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04515732
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04467042
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04515502
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0343880
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0343880
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0343880
IRS990PF/DistributableAmount/MinimumInvestmentReturn0347457
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03577
IRS990PF/DistributableAmount/TotalTax03577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment087
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue03664
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY06386210
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets07054969
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0218432
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06836537
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0105825
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0347457
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06949144
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets07054969
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER PAUL LUCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ELIZABETH LUCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1061 CHARLOU CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1161 CHARLOU CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ENGLEWOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ENGLEWOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0801111102
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1801111102
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0324405
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0320828
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.046168
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.043706
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.033341
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.059752
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.042506
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051535
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets06949144
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear106509327
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear204893843
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301094475
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401448986
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501325478
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome03577
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0329280
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10284499
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20163165
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3065397
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4061590
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5068309
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.230840
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0325703
IRS990PF/QualifyingDistributions/ExpensesAndContributions0329280
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm03577
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0329280
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BETSY LUCE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03037811078
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1061 CHARLOU CIRCLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ENGLEWOOD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0801111102
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CO
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,515,502
Liabilities
$0
Net assets
$4,515,502
Revenue
-
Expenses
$387,146
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.40$0.43$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.40$0.42$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.45$0.43$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.62$0.41$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.33$0.39$0.06
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.30$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$3.01$0.17$2.85
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.31$0.18$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.45$0.24$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.32$0.17$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.36$2.83$2.47
2013Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.82$0.48$0.34
2012Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.39
2010Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.34