Catherine Elizabeth Clements Matthews Foundation in Greenwood Vlg, 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
| Catherine Elizabeth Clements Matthews Foundation | |
| Employer Identification Number (EIN) | 731645122 |
| Name of Organization | Catherine Elizabeth Clements Matthews Foundation |
| In Care of Name | Gouger And Franzmann Llc |
| Address | 5251 Dtc Pkwy Ste 990, Greenwood Vlg, CO 80111-2738 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,632,677 |
| Amount of Income | $5,492,191 |
| Form 990 Revenue Amount | $60,993 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $5,492,191 (it was $465,162 in 2012)
| Catherine Elizabeth Clements Matthews Foundation: | $5,492,191 |
| Other organizations performing similar types of work: | $107,502 |
Assets in 2013: $9,632,677 (it was $10,269,370 in 2012)
| Catherine Elizabeth Clements Matthews Foundation: | $9,632,677 |
| Other organizations performing similar types of work: | $322,766 |
Expenses in 2012: $223,554
| This organization: | $223,554 |
| Other organizations performing similar types of work: | $58,249 |
Income to expenses ratio in 2012: 24.6
| This organization: | 24.6 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 0.0%
| Catherine Elizabeth Clements Matthews Foundation: | 0.0% |
| Other organizations performing similar types of work: | 98.7% |
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $86,379 | $96,674 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $85,951 | |||
| Gross rents | $426 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $13,705 | |||
| Total expenses and disbursements | $223,554 | $51,875 | $0 | $166,812 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $97,339 | $51,875 | $40,597 | |
| Contributions, gifts, grants paid | $126,215 | |||
| Excess of revenue over expenses and disbursements | $-137,175 | |||
| Net investment income | $44,799 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,269,370 | $12,045,353 |
| Cash - non-interest-bearing | $15,870 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $18,702 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $9,411,129 | |
| Other | $823,669 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,269,370 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-13,703 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $896 |
| Total credits and payments | $2,436 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,436 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,540 |
| Amount to be credited to 2013 estimated tax | $1,540 |
| Statements Regarding Activities (for 2012) | |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| 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? | Yes |
| 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 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | 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 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $12,134,147 |
| Net value of noncharitable-use assets | $11,952,140 |
| Minimum investment return | $597,607 |
| Distributable Amount (for 2012) | |
| Distributable amount | $600,119 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $600,119 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $331,314 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | 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 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fries Family Foundation | Liberty Global 12300 Liberty Blvd, Englewood, CO 80112 | CO | 2011-10 | $4,868,707 |
| 2 | Schmitz Family Foundation | 6500 E Hampden Ave, Denver, CO 80224-3046 | CO | 2000-07 | $4,609,717 |
| 3 | The Armstrong Foundation | 1421 Blake St, Denver, CO 80202-1325 | CO | 2003-01 | $1,818,187 |
| 4 | Vodafone Americas Foundation | 999 18th St Swt, Denver, CO 80202-2499 | CO | 2007-03 | $1,813,267 |
| 5 | The Verdoorn Foundation | 10463 Park Meadows Dr Ste 207, Littleton, CO 80124-5318 | CO | 2001-12 | $659,504 |
| 6 | Sonlight Curriculum Foundation | 8024 S Grant Way, Littleton, CO 80122 | CO | 2000-02 | $329,322 |
| 7 | Porphyry Road Foundation | 2525 Arapahoe Avenue No E-4, Boulder, CO 80302-6746 | CO | 2001-11 | $272,308 |
| 8 | The@fern And Samuel Primack Family Foundation | 10200 East Girard Avenue Building C, Denver, CO 80231-5500 | CO | 2004-07 | $225,984 |
| 9 | Qep Resources Education Foundation | 1050 17th St Ste 500, Denver, CO 80265-1050 | CO | 2010-11 | $191,425 |
| 10 | Cobiz Cares Foundation | 821 17th Street, Denver, CO 80202 | CO | 2011-03 | $140,947 |
| 11 | T Kevin Mcnicholas Foundation | 4699 Marion St, Denver, CO 80216-2118 | CO | 2012-05 | $133,488 |
| 12 | Vandervelde Family Foundation | 6632 Bean Mountain Ln, Boulder, CO 80301-3567 | CO | 1999-04 | $122,080 |
| 13 | Trask Family Foundation | 17 Falcon Hills Dr, Hghlnds Ranch, CO 80126-2901 | CO | 1999-08 | $116,998 |
| 14 | The Quark Foundation | PO BOX 61339, Denver, CO 80206-8339 | CO | 2001-08 | $80,370 |
| 15 | Trinity Second Century Foundation | 1820 Broadway, Denver, CO 80202 | CO | 2008-06 | $41,495 |
| 16 | The Class Foundation | 6648 Fairways Dr, Longmont, CO 80503-8353 | CO | 2002-01 | $25,000 |
| 17 | Wolcott Family Foundation Inc | 4855 6th St, Boulder, CO 80304-0596 | CO | 1999-02 | $12,101 |
| 18 | Wonderland Foundation | 8246 Northfield Blvd, Denver, CO 80238-3118 | CO | 2007-06 | $10,000 |
| 19 | The@fish Foundation | 2556 S Milwaukee St, Denver, CO 80210-6215 | CO | 2000-03 | $9,752 |
| 20 | Universal Lending Foundation | 6775 East Evans Avenue, Denver, CO 80224 | CO | 2003-08 | $8,859 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 3,013 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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