Mcgrath Investment Foundation in Englewood, Colorado (CO)

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Mcgrath Investment Foundation
Employer Identification Number (EIN)841307861
Name of OrganizationMcgrath Investment Foundation
In Care of NameAnn Pena
AddressPO BOX 1284, Englewood, CO 80150-1284
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date07/1995
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$500,000 to $999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$2,728,791
Amount of Income$782,305
Form 990 Revenue Amount$195,898
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $782,305 (it was $1,220,099 in 2011)
Mcgrath Investment Foundation: 

Other organizations performing similar types of work: 


Assets in 2012: $2,728,791 (it was $2,749,840 in 2011)
Mcgrath Investment Foundation: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$195,898$195,898$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$91,117
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$164,984$14,479$0$147,491
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$17,743$14,479$250
Contributions, gifts, grants paid$147,241
Excess of revenue over expenses and disbursements$30,914
Net investment income$181,419
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$2,749,840$2,938,320
Cash - non-interest-bearing$4,049
Investments-U.S. and state government obligations$0
Investments-corporate stock$2,417,383
Investments-corporate bonds$310,508
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$2,749,840
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$104,781
Net capital loss$0
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$3,628
Total credits and payments$1,508
2011 estimated tax payments and 2010 overpayment credited to 2011$1,508
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$2,120
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$3,240,124
Net value of noncharitable-use assets$3,191,520
Minimum investment return$159,576
Distributable Amount (for 2011)
Distributable amount$155,948
Undistributed Income (for 2011)
Distributable amount for 2011$155,948
Undistributed income for 2011. This amount must be distributed in 2012$155,698
Private Operating Foundations (for 2011)
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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2Center For Inquiry Development Fund3965 Rensch Rd, Amherst, NY 14228-2743NY1998-12$10,791,389
3Chapel Hill Training Outreach Project Inc800 Eastowne Dr Ste 105, Chapel Hill, NC 27514-2215NC1993-05$8,975,022
4Ziering Family Foundation6505 Wilshire Blvd Ste 1200, Los Angeles, CA 90048-4960CA1996-06$3,505,573
5Our Lady Of Divine Providence House Of Prayer Foundation Inc711 S Bayview Ave, Clearwater, FL 33759-4251FL1994-08$283,880
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9J Landis And Sharon Martin Family Foundation150 Vine St, Denver, CO 80206-4627CO1998-09$3,755,399
10John E And Margaret L Lane Foundation102 N Cascade Ave Ste 610, Colorado Spgs, CO 80903-1427CO1997-06$3,042,876
11Rollie R Kelley Family Foundation4100 E Mississippi Ave 17th Floor, Denver, CO 80246-3048CO1995-08$2,973,803
12Flora And Morris Mizel Foundation4350 South Monaco Street 5th Floor, Denver, CO 80237-3400CO1997-06$2,819,240
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14Elizabeth Foundation215 S Monarch St Ste 102, Aspen, CO 81611-2915CO1998-12$2,251,002
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17Fugere Family Foundation45 Wild Horse Cir, Boulder, CO 80304-0488CO1997-03$1,449,958
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Number of organizations performing similar types of work
District of Columbia24
North Carolina135
North Dakota2
New Hampshire17
New Jersey210
New Mexico24
New York530
Rhode Island33
South Carolina40
South Dakota12
West Virginia9
Total5,243 is not associated with, endorsed by, or sponsored by Mcgrath Investment Foundation and has no official or unofficial affiliation with Mcgrath Investment Foundation