COLORADO SPRINGS OSTEOPATHIC FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: COLORADO SPRINGS OSTEOPATHIC FOUNDATION (EIN 84-0488554)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-01-24
IRS object ID: 202430249349100213
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-01-24T12:09:11-06:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	840957308	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERICKSON BROWN AND KLOSTER LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	90 S CASCADE AVE STE 200	AddressLine1Txt
City	COLORADO SPRINGS	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80903	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	840488554	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLORADO SPRINGS OSTEOPATHIC FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	COLO	BusinessNameControlTxt
Phone	7196359057	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 49577	AddressLine1Txt
City	COLORADO SPRINGS	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80949	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DORIS RALSTON	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	7196359057	PhoneNum
Signature	2024-01-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DORIS	PersonFirstNm
Person Last	RALSTON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MITCHELL DOWNS CPA	PreparerPersonNm
PTIN	P00831972	PTIN
Phone	7195310445	PhoneNum
Preparation	2024-01-18	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$8,295,171	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$136,874	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$184,157	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$184,157	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$469,274	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,935,864	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$469,274	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$790,305	TotalRevAndExpnssAmt
Total Net Invst Incm	$653,431	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$86,007	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$86,007	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,163	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$10,163	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$15,275	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$6,613	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$14,694	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$13,737	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$10,594	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$10,594	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$3,599	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$3,599	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$49,384	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$30,241	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$19,145	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$189,716	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$30,241	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$149,858	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$303,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$303,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$492,716	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$30,241	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$452,858	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$297,589	ExcessRevenueOverExpensesAmt
Net Investment Income	$623,190	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$153,990	CashBOYAmt
Cash EOY	$132,997	CashEOYAmt
Cash EOYFMV	$132,997	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$602,619	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$488,501	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$488,501	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$3,297	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$2,483	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$2,483	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$594,428	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$532,371	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$532,371	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,446,814	CorporateStockBOYAmt
Corporate Stock EOY	$4,250,063	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,250,063	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$336,174	CorporateBondsBOYAmt
Corporate Bonds EOY	$318,381	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$318,381	CorporateBondsEOYFMVAmt
Other Investments BOY	$679,373	OtherInvestmentsBOYAmt
Other Investments EOY	$2,526,557	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,526,557	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$22,721	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$22,721	LandBldgEquipAccumDeprecAmt
Other Assets BOY	$1,000	OtherAssetsBOYAmt
Other Assets EOY	$43,818	OtherAssetsEOYAmt
Other Assets EOYFMV	$43,818	OtherAssetsEOYFMVAmt
Total Assets BOY	$7,817,695	TotalAssetsBOYAmt
Total Assets EOY	$8,295,171	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,295,171	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$192	AccountsPayableBOYAmt
Accounts Payable EOY	$3,028	AccountsPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$43,775	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$192	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$46,803	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$7,817,503	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$8,248,368	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,817,503	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,248,368	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,817,695	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,295,171	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,817,503	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$297,589	ExcessRevenueOverExpensesAmt
Other Increases	$133,276	OtherIncreasesAmt
Subtotal	$8,248,368	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,248,368	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - ST	P	2023-06-30	$930,106	$1,026,083	-$95,977	-$95,977
MORGAN STANLEY - LT	P	2023-06-30	$2,562,930	$2,635,554	-$72,624	-$72,624
FIDELITY	P	2023-06-30	$5,432,035	$4,804,953	$627,082	$627,082
CAPITAL GAINS DIVIDENDS	P		$10,793		$10,793	$10,793

Field	Value	IRS element (for citing)
Capital Gain Net Income	$469,274	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,662	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,662	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,662	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,800	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,800	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,862	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.CSOF.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DORIS RALSTON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7196359057	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	605 SOUTH TEJON	AddressLine1Txt
City	COLORADO SPRINGS	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80903	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CURRY HORAK MD
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	PRESIDENT	2.00	$0	$0	$0
GLENN SCHLABS ESQ
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	PAST PRESIDENT	2.00	$0	$0	$0
CYNTHIA LUND DO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	PRESIDENT-ELECT	2.00	$0	$0	$0
MIKE STEPPENBACKER
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	SECRETARY	2.00	$0	$0	$0
RICHARD DODGE
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	TREASURER	2.00	$0	$0	$0
JOHN GEBAUER JD
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	DIRECTOR	2.00	$0	$0	$0
MEAGAN JONES DO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	DIRECTOR	2.00	$0	$0	$0
WILLIAM MANDELL DO JD
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	DIRECTOR	2.00	$0	$0	$0
SIDNEY RUBINOW DO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	DIRECTOR	2.00	$0	$0	$0
MICHAEL WELCH DO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	DIRECTOR	2.00	$0	$0	$0
DORIS RALSTON
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	EXECUTIVE DIRECTOR	40.00	$86,007	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	TO IMPROVE THE HEALTH AND WELL BEING OF THE PIKES PEAK COMMUNITY OF COLORADO THROUGH GRANTS TO PUBLICLY SUPPORTED CHARITIES, PROVIDING SCHOLARSHIPS TO OSTEOPATIC MEDICAL STUDENTS, AND EDUCATING THE PUBLIC IN MATTERS RELATING TO HEALTH.	Description1Txt
Expenses1	$425,443	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,683,297	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,253,688	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,936,985	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,936,985	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$119,055	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,817,930	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$390,897	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$390,897	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,662	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,662	TotalTaxAmt
Distributable Before Adj	$382,235	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$382,235	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$382,235	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$452,858	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$452,858	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$382,235	DistributableAsAdjustedAmt
Undistributed Income PY	$23,917	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$452,858	QualifyingDistributionsAmt
Applied To Year1	$23,917	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$382,235	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$46,706	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$46,706	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$46,706	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$46,706	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient PhoneRecipientPhoneNum	Form And Info And MaterialsFormAndInfoAndMaterialsTxt	Submission DeadlinesSubmissionDeadlinesTxt	Restrictions On AwardsRestrictionsOnAwardsTxt
DORIS RALSTON
PO BOX 49577	COLORADO SPRINGS	CO	80949	7196359057	APPLICATIONS ARE TO BE SUBMITTED USING THE COLORADO COMMON GRANT APPLICATION AND MAY BE SUBMITTED VIA REGULAR MAIL OR MAY BE DROPPED OFF AT THE FOUNDATION'S OFFICE.	GRANTS - DEADLINES FOR GRANT APPLICATIONS ARE JUNE 30TH.	GRANTS ARE LIMITED TO QUALIFIED NON-PROFIT ORGANIZATION IN EL PASO AND TELLER COUNTIES. NO GRANTS ARE AWARDED TO INDIVIDUALS.
DORIS RALSTON
PO BOX 49577	COLORADO SPRINGS	CO	80949	7196359057	THE SCHOLARSHIP APPLICATION IS AVAILABLE VIA THE FOUNDATION'S WEBSITE. REQUIRED INFORMATION INCLUDEDS MEDICAL SCHOOL TRANSCRIPTS, MCAT SCORES, A LIST OF CLUBS AND ORGANIZATIONS THE APPLICANT BELONGS TOO, COMMUNITY SERVICE PROVIDED, AN ESSAY ABOUT WHY THEY WANT TO BE AN OSTEOPATHIC PHYSICIAN, A PHOTO AND CURRICULUM.	APPLICATIONS MUST BE SUBMITTED BY MARCH 1.	SCHOLARSHIPS ARE LIMITED TO COLORADO RESIDENTS WHO ARE SECOND YEAR STUDENTS AND DO NOT ALREADY HAVE FULL SCHOLARSHIPS FROM ANOTHER SOURCE.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADRIANNA HAMMACK
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - ROCKY VISTA UNIV COLLEGE OSTEO MED	$10,000
ALEXANDRA MOAURO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - MICHIGAN STATE UNIVERSITY COLLEGE OF OSTEOPATHIC MEDICINE	$1,000
ARTHUR ARMIJO
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - ROCKY VISTA UNIV COLLEGE OSTEO MED	$10,000
ATLAS PREPARATORY SCHOOL
1602 SOUTH MURRAY BLVD	COLORADO SPRINGS	CO	80916	NONE	PC	PROGRAM SUPPORT FOR MENTAL HEALTH SERVICES FOR MIDDLE SCHOOL YOUTH	$15,000
BAILEY KUECHENMEISTER
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - MIDWESTERN UNIVERSITY	$10,000
CAMERON TAYLOR
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - DES MOINES UNIVERSITY	$10,000
CASA OF THE PIKES PEAK REGION INC
418 SOUTH WEBER STREET	COLORADO SPRINGS	CO	80903	NONE	PC	PROGRAM SUPPORT FOR THEIR DEPENDENCY & NEGLECT PROGRAM	$20,000
CHILDREN'S HOSPITAL
111 SOUTH TEJON STREET SUITE 309	COLORADO SPRINGS	CO	80903	NONE	PC	FOR GENERAL OPERATING SUPPORT FOR BEHAVIORAL HEALTH SERVICES.	$15,000
COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT
2330 ROBINSON STREET	COLORADO SPRINGS	CO	80904	NONE	PC	PROGRAM SUPPORT FOR A NURSING POSITION IN THEIR HEALTH AND WELLNESS PROGRAM	$20,000
DAYBREAK - AN ADULT DAY PROGRAM
404 N STATE HIGHWAY 67	WOODLAND PARK	CO	80863	NONE	PC	GENERAL OPERATING SUPPORT FOR PROGRAM SERVICES	$10,000
DREAM CENTERS
11025 VOYAGER PARKWAY	COLORADO SPRINGS	CO	80921	NONE	PC	WOMEN'S CLINIC PROGRAM	$20,000
FOSTERING HOPE
111 S TEJON STREET SUITE 112	COLORADO SPRINGS	CO	80903	NONE	PC	GENERAL OPERATING SUPPORT FOR CHILDHOOD TRAUMA ALLEVIATION PROGRAM	$10,000
FRIENDS OF THE CHILDREN
2340 ROBINSON STREET	COLORADO SPRINGS	CO	80904	NONE	PC	GENERAL OPERATING SUPPORT FOR THEIR TWO GENERATION MENTORING PROGRAM	$10,000
GAZETTE CHARITIES EMPTY STOCKING FUND
30 EAST PIKES PEAK AVE STE 100	COLORADO SPRINGS	CO	80903	NONE	PF	TO SUPPORT 501 (C) (3) NONPROFIT ORGANIZATIONS AT HOLIDAY TIME	$1,000
JACOB GERKEN
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - ROCKY VISTA UNIV COLLEGE OSTEO MED	$10,000
KIDPOWER
2335 ROBINSON STREET	COLORADO SPRINGS	CO	80904	NONE	PC	GENERAL OPERATING FOR STRATEGIC EXPANSION	$30,000
NAMI - CS
1615 S MURRAY BLVD	COLORADO SPRINGS	CO	80916	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
PETER WOOLLEY
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - ROCKY VISTA UNIV COLLEGE OSTEO MED	$10,000
PRAKHAR SINGAL
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - ROCKY VISTA UNIV COLLEGE OSTEO MED	$10,000
ROCKY MOUNTAIN WOMEN'S FILM INSTITUTE
2727 N CASCADE AVE 140	COLORADO SPRINGS	CO	80907	NONE	PC	GENERAL OPERATIONS	$5,000
SAFE PASSAGE
2335 ROBINSON STREET	COLORADO SPRINGS	CO	80904	NONE	PC	PROGRAM SUPPORT FOR THEIR FORENSIC MEDICAL SERVICES PROGRAM FOR CHILD ABUSE VICTIMS	$20,000
SAMUEL LASSITER
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - LAKE ERIE COLLEGE OF OSTEOPATHIC MEDICINE	$10,000
SILVER KEY SENIOR SERVICES
1625 S MURRAY BLVD	COLORADO SPRINGS	CO	80916	NONE	PC	PROGRAM SUPPORT FOR DURABLE MEDICAL EQUIPMENT PROGRAM	$10,000
TAYLOR KELLER
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - DES MOINES UNIVERSITY	$10,000
TELLER SENIOR COALITION
PO BOX 845	DIVIDE	CO	80814	NONE	PC	PROGRAM SUPPORT FOR THEIR CAREGIVERS RESPITE PROGRAM	$6,000
TROY PUGA
605 SOUTH TEJON	COLORADO SPRINGS	CO	80903	NONE	I	TUITION SCHOLARSHIP - KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$303,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$184,157	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$469,274	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$653,431	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$653,431	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
JOHN H DRABING DO
1	265 HIDDEN VALLEY ROAD	COLORADO SPRINGS	CO	80919	$100,000	Yes (X)
MICHAEL DRABING
2	9226 N SURREY DRIVE	CASTLE ROCK	CO	80108	$10,000	Yes (X)
CURRY HORAK
3	507 ORION PLACE	COLORADO SPRINGS	CO	80906	$7,500	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL SERVICES	CategoryTxt
Amt	$10,163	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$10,163	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIDELITY - CORPORATE FIXED INCOME	BondNm
EOY Book Value	$318,381	EOYBookValueAmt
EOYFMV	$318,381	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY - MUTUAL FUNDS	$2,803,973	$2,803,973
FIDELITY - EQUITIES	$1,446,090	$1,446,090

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$532,371	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$532,371	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY - EXCHANGE TRADED PRODUCTS	FMV	$2,099,602	$2,099,602
FIDELITY - ASSET BACKED SECURITIES	FMV	$405,234	$405,234
FIDELITY - OTHER	FMV	$21,721	$21,721

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SECURITY DEPOSIT	$1,000	$1,000	$1,000
RIGHT-OF-USE ASSET - OPERATING LEASE	$0	$42,818	$42,818

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$6,894	$0	$0	$6,921
OFFICE EXPENSE	$2,261	$0	$0	$2,261
POSTAGE	$399	$0	$0	$399
DUES AND SUBSCRIPTIONS	$1,415	$0	$0	$1,415
TECHNOLOGY	$1,558	$0	$0	$1,558
TELEPHONE	$600	$0	$0	$600
MISCELLANEOUS	$1,108	$0	$0	$1,083
COMMUNITY RELATIONS	$2,146	$0	$0	$2,146
EDUCATION	$2,762	$0	$0	$2,762
INVESTMENT FEES	$30,241	$30,241	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$133,276	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	LEASE OBLIGATION - OPERATING LEASE	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$43,775	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$6,613	$0	$0	$6,613
EXCISE TAX	$8,662	$0	$0	$0