James H Bradley Charitable Trust in Colorado Spgs, 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
- Other organizations in Colorado
| James H Bradley Charitable Trust | |
| Employer Identification Number (EIN) | 846285074 |
| Name of Organization | James H Bradley Charitable Trust |
| In Care of Name | The Navigators |
| Address | PO BOX 6000, Colorado Spgs, CO 80934-6000 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,625 |
| Amount of Income | $74,183 |
| Form 990 Revenue Amount | $4,046 |
Non-representatives - add comments:
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 | $10,063 | $10,723 | $763 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $440 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,623 | |||
| Total expenses and disbursements | $51,199 | $1,199 | $0 | $50,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,199 | $1,199 | $0 | |
| Contributions, gifts, grants paid | $50,000 | |||
| Excess of revenue over expenses and disbursements | $-41,136 | |||
| Net investment income | $9,524 | |||
| Adjusted net income | $763 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,625 | $13,388 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $10,484 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $141 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,625 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,623 |
| Net capital loss | $0 |
| 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 | $95 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $95 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | 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 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 | $36,737 |
| Net value of noncharitable-use assets | $36,180 |
| Minimum investment return | $1,809 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,714 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,714 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Other organizations in Colorado | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Jackson Foundation | PO BOX 2385, Pueblo, CO 81004-0385 | CO | 1957-08 | $21,201 |
| 2 | Jackson Lake Reservior And Irrigation Company | 218 East Kiowa Ave, Fort Morgan, CO 80701-3167 | CO | 1986-01 | $338,824 |
| 3 | Jacob Family Services Inc | 729 Remington St, Fort Collins, CO 80524-3332 | CO | 2000-08 | $743,781 |
| 4 | Jacqueline Marie Leaffer Foundation | 4600 S Syracuse St Ste 1470, Denver, CO 80237-2730 | CO | 2008-05 | $24,289 |
| 5 | Jacquelynn Robins Ralphs Foundation | 15 Lynn Rd, Englewood, CO 80113-4901 | CO | 2000-04 | $843 |
| 6 | James & Carol Alexander Foundation Inc | 31146 Tanoa Rd, Evergreen, CO 80439-7966 | CO | 2001-07 | $7 |
| 7 | James Berkowitz Charitable Trust, Berkowitz James L Ttee | PO BOX 1249, Conifer, CO 80433-1249 | CO | 2002-04 | $650 |
| 8 | James C Allen Charitable Foundation | PO BOX 1619, Edwards, CO 81632-1619 | CO | 1996-02 | $1,731,356 |
| 9 | James Creek Watershed Initiative | PO BOX 110, Jamestown, CO 80455-0110 | CO | 2000-01 | $8,046 |
| 10 | James E Davis M D Educational And Research Foundation | PO BOX 4834, Englewood, CO 80155-4834 | CO | 1997-07 | $1 |
| 11 | James H Bradley Charitable Trust | PO BOX 6000, Colorado Spgs, CO 80934-6000 | CO | $74,183 | |
| 12 | James Irwin Educational Foundation | 5525 Astrozon Blvd, Colorado Spgs, CO 80916-4226 | CO | 2005-06 | $1,870,468 |
| 13 | James P Beckwourth Mountain Club | PO BOX 18272, Denver, CO 80218-0272 | CO | 1995-06 | $6,307 |
| 14 | James Resource Network | 2761 S Fairfax St, Denver, CO 80222-6836 | CO | 2008-01 | $510,688 |
| 15 | James T Clark Foundation | 3033 E 1st Ave, Denver, CO 80206-5617 | CO | 1988-06 | $676,958 |
| 16 | Jane Alexandra Storm Foundation | PO BOX 1958, Breckenridge, CO 80424-1958 | CO | 2000-11 | $67,352 |
| 17 | Janus Foundation | 151 Detroit St Ste 4th Flr, Denver, CO 80206-4805 | CO | 1994-09 | $800,149 |
| 18 | Japan America Society Of Colorado | 1373 N Grant St # 103, Denver, CO 80203-2307 | CO | 1990-08 | $224,847 |
| 19 | Japanese Academy Of The Rockies A Colorado Nonprofit Corporation | 9177 W 107th Pl, Westminster, CO 80021-7322 | CO | 2008-12 | $52,826 |
| 20 | Japanese American Citizens League, Mile Hi Chapter Japanese American Citizens League | 333 East 16th Avenue, Denver, CO 80203 | CO | 1964-04 | $18,545 |
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