THE GUETZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE GUETZ FOUNDATION (EIN 84-1525284)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-08-13
- IRS object ID
- 202412269349100711
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T14:39:54-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880639548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCC ACCOUNTING & TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1411 CORTEZ ST 211424 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841525284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUETZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUET | BusinessNameControlTxt |
| Phone | 3038986461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | WHEELER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GUETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3039789456 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLA SIEVERS | PreparerPersonNm |
| PTIN | P00625964 | PTIN |
| Phone | 7207084481 | PhoneNum |
| Preparation | 2024-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,445,398 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $537,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,991 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,991 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,842 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $917,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $10,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $590,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $573,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $327,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $380,003 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,444,662 | CashBOYAmt |
| Cash EOY | $1,052,243 | CashEOYAmt |
| Cash EOYFMV | $1,052,243 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,009,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,932,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,381,139 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $20,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,016 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,016 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,474,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,996,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,445,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,474,234 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,996,341 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,474,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,996,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,474,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,996,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,474,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $327,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $811,331 | OtherIncreasesAmt |
| Subtotal | $11,612,653 | SubtotalAmt |
| Other Decreases | $616,312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,996,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,842 | GrossSalesPriceAmt |
| Gain Or Loss | $31,842 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,842 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,842 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,016 | 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 | $12,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,734 | OverpaymentAmt |
| Applied To ES Tax | $6,734 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL GUETZ | IndividualWithBooksNm |
| Phone | 3039789456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 507 | AddressLine1Txt |
| City | WHEELER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79096 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL H GUETZ | ||||||||
| 8519 E MOONLIGHT PASS | SCOTTSDALE | AZ | 85266 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA RAE GUETZ | ||||||||
| 8519 E MOONLIGHT PASS | SCOTTSDALE | AZ | 85266 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| SCOTT GUETZ | ||||||||
| 7590 RATHAEL DRIVE | LITTLETON | CO | 80125 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BRIAN GUETZ | ||||||||
| 4 WILDER LANE | LITTLETON | CO | 80123 | ASSISTANT VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRET GUETZ | ||||||||
| 160 PALMER DRIVE | FT COLLINS | CO | 80525 | ASSISTANT VICE-PRESIDENT | 0.00 | $0 | $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 |
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 | $10,321,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,250,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,572,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,572,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,399,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,282 | TotalTaxAmt |
| Distributable Before Adj | $564,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $564,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $564,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $573,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $573,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $564,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $571,029 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $573,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $571,029 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $562,701 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENSE FREEDOM FUND | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | QUALIFIED | GENERAL | $5,000 |
| BAY AREA LYME DISEASE FOUNDATION | |||||||
| 884 PORTOLA ROAD STE A7 | PORTOLA VALLEY | CA | 94028 | NONE | QUALIFIED | GENERAL | $20,000 |
| BRENT ELEY FOUNDATION | |||||||
| 11980 EAST 16 AVENUE | AURORA | CO | 80010 | NONE | QUALIFIED | GENERAL | $10,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | NONE | QUALIFIED | GENERAL | $100,000 |
| COLLEGE OF GOLF FELLOWSHIP | |||||||
| 5098 FOOTHILLS BLVD STE 3 | ROSEVILLE | CA | 95747 | NONE | QUALIFIED | GENERAL | $10,000 |
| FISHER HOUSE FOUNDATION | |||||||
| PO BOX 97229 | WASHINGTON | DC | 20077 | NONE | QUALIFIED | GENERAL | $10,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 200024999 | NONE | QUALIFIED | GENERAL | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | QUALIFIED | GENERAL | $10,000 |
| INTREPID FALLEN HERO'S FUND | |||||||
| WEST 46TH STREET 12TH AVENUE | NEW YORK | NY | 10036 | NONE | QUALIFIED | GENERAL | $10,000 |
| JOURNEY CHURCH | |||||||
| 750 E MINUS AVE | COTTONWOOD | AZ | 86326 | NONE | QUALIFIED | GENERAL | $3,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | QUALIFIED | GENERAL | $10,000 |
| K-9'S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | QUALIFIED | GENERAL | $5,000 |
| LIMBS FOR LIFE | |||||||
| 9604 N MAY AVENUE | OKLAHOMA CITY | OK | 73120 | NONE | QUALIFIED | GENERAL | $10,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | QUALIFIED | GENERAL | $10,000 |
| MILL CITY STUDENTS | |||||||
| 1400 REMINTON STREET | FORT COLLINS | CO | 80524 | NONE | QUALIFIED | GENERAL | $3,000 |
| MOBEETIE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 50 | MOBEETIE | TX | 79061 | NONE | QUALIFIED | GENERAL | $7,000 |
| PRAGER UNIVERSITY | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | QUALIFIED | GENERAL | $10,000 |
| RESTORATION PROJECT | |||||||
| 155 W HARVARD ST STE 401 | FORT COLLINS | CO | 80525 | NONE | QUALIFIED | GENERAL | $3,000 |
| SAMARATAN'S PURSE | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | NONE | QUALIFIED | GENERAL | $10,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | QUALIFIED | GENERAL | $8,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 7800 E ORCHARD RD | GREENWOOD VILLAGE | CO | 80111 | NONE | QUALIFIED | GENERAL | $26,000 |
| THE CHALLENGE FOUNDATION | |||||||
| 4545 S UNIVERSITY BLVD | ENGELWOOD | CO | 80113 | NONE | QUALIFIED | GENERAL | $120,000 |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | QUALIFIED | GENERAL | $100,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | QUALIFIED | GENERAL | $29,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 82570 | NONE | QUALIFIED | GENERAL | $20,000 |
| WHEELER BOY SCOUTS | |||||||
| 1309 W OKLAHOMA AVE | WHEELER | TX | 79096 | NONE | QUALIFIED | GENERAL | $1,000 |
| WHEELER TOYS FOR TOTS | |||||||
| 5130 WONDER HILL ROAD | CHAPPELL HILL | TX | 77426 | NONE | QUALIFIED | GENERAL | $1,000 |
| WHEELER YOUTH LIVESTOCK 4-H | |||||||
| PO BOX 448 | WHEELER | TX | 79096 | NONE | QUALIFIED | GENERAL | $2,000 |
| WOUNDED WARRIORS | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | QUALIFIED | GENERAL | $5,000 |
| HIGHLANDS CHURCH OF SCOTTSDALE | |||||||
| 9050 E PINNACLE PEAK STE 100 | SCOTTSDALE | AZ | 85255 | NONE | QUALIFIED | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,991 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $380,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,003 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRET KELLEY GUETZ | ||||||
| 1 | 160 PALMER DRIVE | FT COLLINS | CO | 80525 | $535,000 | Yes (X) |
| KAREN MYLES | ||||||
| 2 | C/O PO BOX 507 | WHEELER | TX | 79096 | $100 | Yes (X) |
| BRENT AMY GARRETT | ||||||
| 3 | C/O PO BOX 507 | WHEELER | TX | 79096 | $2,000 | Yes (X) |
| PAMELA SEATS | ||||||
| 4 | C/O PO BOX 507 | WHEELER | TX | 79096 | $100 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,260 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $9,932,082 | EOYBookValueAmt |
| EOYFMV | $10,381,139 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $20,000 | BOYBookValueAmt |
| EOY Book Value | $12,016 | EOYBookValueAmt |
| EOYFMV | $12,016 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $616,312 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $45 | $0 | $0 |
| ACCOUNT FEES | $10,810 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW INVESTMENTS AND REINVESTED EARNINGS | Desc |
| Amt | $811,331 | Amt |