Pioneer Foundation Tr Ua, Reichert Elizabeth & James D Ttee in Denver, Colorado (CO)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Pioneer Foundation Tr Ua, Reichert Elizabeth & James D Ttee | |
| Employer Identification Number (EIN) | 367093680 |
| Name of Organization | Pioneer Foundation Tr Ua |
| Secondary Name | Reichert Elizabeth & James D Ttee |
| Address | 1757 Race St, Denver, CO 80206-1113 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $228,266 |
| Amount of Income | $21,941 |
| Form 990 Revenue Amount | $4,937 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2011: $21,941 (it was $201,900 in 2010)
| This organization: | $21,941 |
| Other organizations performing similar types of work: | $120,160 |
Assets in 2011: $228,266 (it was $235,780 in 2010)
| This organization: | $228,266 |
| Other organizations performing similar types of work: | $450,518 |
Expenses in 2011: $13,206
| Pioneer Foundation Tr Ua, Reichert Elizabeth & James D Ttee: | $13,206 |
| Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2011: 1.7
| This organization: | 1.7 |
| Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2011: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 8.9% |
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $4,937 | $4,957 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,957 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $13,206 | $0 | $0 | $12,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $756 | $0 | $0 | |
| Contributions, gifts, grants paid | $12,450 | |||
| Excess of revenue over expenses and disbursements | $-8,269 | |||
| Net investment income | $4,957 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $228,266 | $241,988 |
| Cash - non-interest-bearing | $7,664 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $220,602 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1,270 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,270 | |
| Total liabilities and net assets/fund balances | $226,996 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-20 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $99 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $99 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $257,803 |
| Net value of noncharitable-use assets | $253,940 |
| Minimum investment return | $12,697 |
| Distributable Amount (for 2011) | |
| Distributable amount | $12,598 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $12,598 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $2,329 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
| Colorado Citizens For Culture in Denver, CO |
| Franklin Db Jackson National Association For Black Veterans in Denver, CO |
Save Our Youth Inc, The Masters Apprentice Inc in Denver, CO
  |
| Friends On The Outside Transportation Program Inc in Denver, CO |
Thornton Junior Football League Assoc Inc in Denver, CO
 |
| Sentinels Motorcycle Club in Denver, CO |
| Abdi-Saba Foundation in Denver, CO |
| Goodwill Industries Of Denver in Denver, CO |
|
National Foundation Of Dentistry For The Handicapped, Dental Lifeline Network-Ca in Denver, CO
|
|
Fc Brighton in Brighton, CO
|
| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tuchman Family Foundation | 5251 Dtc Pkwy Ste 995, Englewood, CO 80111-2738 | CO | 1997-06 | $28,714,366 |
| 2 | The@melvin And Bren Simon Charitable Foundation Number One, Bernstein Mark Ttee | 329 Main Street, Carbondale, CO 81623-2027 | CO | 1998-07 | $9,523,981 |
| 3 | Tappan Foundation | 4086 26th St, Boulder, CO 80304-0905 | CO | 1996-02 | $1,510,368 |
| 4 | William B Orourke Foundation | 105 Falcon Hills Dr, Hghlnds Ranch, CO 80126-2911 | CO | 1998-03 | $657,335 |
| 5 | T & R Birdsong Fund | 4949 S Syracuse St Ste 300, Denver, CO 80237-2724 | CO | 1997-07 | $354,664 |
| 6 | Sullivan Charitable Foundation | 1190 County Road 223, Rifle, CO 81650-8724 | CO | 1997-03 | $184,199 |
| 7 | Shine Foundation A Colorado Nonprofit Corporation | 9938 Longview Dr, Lone Tree, CO 80124-9751 | CO | 1997-03 | $154,564 |
| 8 | United Power Round Up Foundation | PO BOX 929, Brighton, CO 80601-0929 | CO | 1995-07 | $140,155 |
| 9 | Sadie Newland Trust In Memory Of Anna Finerock | 3033 E First Ave, Denver, CO 80206-5617 | CO | 1998-07 | $135,283 |
| 10 | Shepfield Foundation | 104 S Cascade Ave Ste 101, Colorado Spgs, CO 80903-5101 | CO | 1998-11 | $129,216 |
| 11 | Swalm Family Foundation | 7250 Ivy St, Denver, CO 80022-1523 | CO | 1996-12 | $109,269 |
| 12 | S W Friedman Foundation Inc | 8283 N 39th St, Longmont, CO 80503-8841 | CO | 1997-05 | $88,578 |
| 13 | The Dominic Foundation | 3900 S Wadsworth, Lakewood, CO 80235-2203 | CO | 1995-01 | $85,587 |
| 14 | Solid Rock Foundation | 715 West Main, Aspen, CO 81611-1659 | CO | 1998-01 | $83,090 |
| 15 | Slifer Family Foundation | 230 Bridge St, Vail, CO 81657-3619 | CO | 1998-03 | $74,046 |
| 16 | Westminster 7 10 Rotary Club Foundation | Po Box 350141, Westminster, CO 80035 | CO | 1997-06 | $70,835 |
| 17 | Vosmera Foundation | 418 N Brisbane Ave, Greeley, CO 80634-8819 | CO | 1997-07 | $67,785 |
| 18 | Whiting Arnold Foundation | PO BOX 2468, Telluride, CO 81435-2468 | CO | 1995-09 | $30,867 |
| 19 | The Mervin Pregulman Foundation | 9291 E Jewell Cir, Denver, CO 80231-3456 | CO | 1998-01 | $27,526 |
| 20 | Sgm Family Foundation | 1050 Green Oaks Dr, Greenwood Vlg, CO 80121-1325 | CO | 1998-09 | $18,760 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 5,225 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Pioneer Foundation Tr Ua, Reichert Elizabeth & James D Ttee »
Non-representatives - add comments about Pioneer Foundation Tr Ua, Reichert Elizabeth & James D Ttee»