MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY FOUNDATION (EIN 87-2284612)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-12
- IRS object ID
- 202501639349100800
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-12T08:24:42-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872284612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT MIONE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,312,719 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $630,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,462 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $195,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,050,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,135,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,276,630 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,245,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,172,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,312,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,245,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,172,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,245,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,172,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,245,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,172,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,245,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,788 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,172,068 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,172,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $630,926 | GrossSalesPriceAmt |
| Cost Or Other Basis | $442,223 | CostOrOtherBasisAmt |
| Gain Or Loss | $188,703 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $188,703 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,539 | SubtotalAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,039 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,039 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,500 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Vincent Mione | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir, VP | 1.0 | $0 | $0 | $0 |
| Lynn Shannon Morgan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Melanie Nichol Sawyer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,224,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,328,722 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,328,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,293,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,539 | TotalTaxAmt |
| Distributable Before Adj | $111,151 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,151 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $160,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,151 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $67,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,437 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,151 | QualifyingDistributionsAmt |
| Applied To Current Year | $111,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $169,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $67,555 | ExcessFromYear3Amt |
| Excess From Year2 | $34,437 | ExcessFromYear2Amt |
| Excess From Year1 | $18,214 | ExcessFromYear1Amt |
| Excess From Current Year | $49,000 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lynn Shannon Morgan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON MEALS | |||||||
| 127 AVE B | APALACHICOLA | FL | 32320 | N/A | PC | General & Unrestricted | $5,000 |
| ATTENTION INC | |||||||
| 1440 PINE ST STE B | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,500 |
| BCMS FOUNDATION | |||||||
| PO BOX 19138 | BOULDER | CO | 80308 | N/A | PC | Opioid Awareness Project | $2,500 |
| BOULDER ALANO CLUB | |||||||
| PO BOX 186 | BOULDER | CO | 80306 | N/A | PC | General & Unrestricted | $2,500 |
| BOULDER COUNTY LATINA LEAGUE INC | |||||||
| 6525 GUNPARK DR STE 370 184 | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $1,500 |
| BOULDER VALLEY WOMENS HEALTH CENTER INC | |||||||
| 2855 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $10,000 |
| BRIDGE HOUSE | |||||||
| 5345 ARAPAHOE AVE 5 | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $5,000 |
| CAMFED U S A FOUNDATION | |||||||
| 4 EMBARCADERO CTR STE 1400 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $10,000 |
| CHILD AND FAMILY ADVOCACY PROGRAM | |||||||
| PO BOX 19122 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $2,500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | General & Unrestricted | $5,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | To support research, education, patient care, programmatic, and capital needs related to lymphedema care at Cleveland Clinic | $5,000 |
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||
| 900 BASELINE RD | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY RADIO FOR NORTHERN COLORADO | |||||||
| 1901 56TH AVE STE 200 | GREELEY | CO | 80634 | N/A | PC | General & Unrestricted | $3,000 |
| CREATE BOULDER | |||||||
| 1535 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| DAIRY CENTER FOR THE ARTS | |||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $3,000 |
| DARING GIRLS | |||||||
| 1031 33RD ST STE 174 | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $3,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC | |||||||
| 1575 YARMOUTH | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,500 |
| FAMILY LEARNING CENTER INC | |||||||
| 3164 34TH ST | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $2,500 |
| FERAL CAT COALITION OF OREGON | |||||||
| PO BOX 82734 | PORTLAND | OR | 97282 | N/A | PC | General & Unrestricted | $2,500 |
| FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DR | DALLAS | TX | 75216 | N/A | PC | General & Unrestricted | $5,000 |
| GRAPEVINE RELIEF AND COMMUNITY EXCHANGE | |||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY OF THE ST VRAIN VALLEY COMMUN | |||||||
| PO BOX 333 | LONGMONT | CO | 80502 | N/A | PC | General & Unrestricted | $3,000 |
| IMAGINE FOUNDATION | |||||||
| 1400 DIXON AVE | LAFAYETTE | CO | 80026 | N/A | SO I | General & Unrestricted | $2,500 |
| LYMPHATIC EDUCATION & RESEARCH NETWORK INC LE&RN | |||||||
| 154 W 14TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,500 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $5,000 |
| NYAGI PROJECT | |||||||
| 5387 MANHATTAN CIR | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $3,000 |
| PALESTINE CHILDRENS RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | N/A | PC | General & Unrestricted | $5,000 |
| PORTER-LEATH | |||||||
| 3400 PRESCOTT RD | MEMPHIS | TN | 38118 | N/A | PC | General & Unrestricted | $5,000 |
| RISE AGAINST SUICIDE | |||||||
| 603 S PUBLIC RD UNIT 846 | LAFAYETTE | CO | 80026 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| PO BOX 732055 | DALLAS | TX | 75373 | N/A | PC | General & Unrestricted | $5,000 |
| SISTER CARMEN COMMUNITY CENTER INC | |||||||
| 655 ASPEN RIDGE DR | LAFAYETTE | CO | 80026 | N/A | PC | General & Unrestricted | $5,000 |
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | N/A | PC | PolioPlus Fund and World Fund | $5,000 |
| ZEBRA YOUTH INC | |||||||
| 911 N MILLS AVE | ORLANDO | FL | 32803 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,525 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS PREFRRD SECS & | $156,924 | $139,928 |
| COLUMBIA HIGH YIELD BOND FUND | $44,355 | $46,626 |
| DFA EMERGING MARKETS PORTFOLIO | $64,572 | $56,676 |
| DODGE & COX INCOME FUND | $329,125 | $341,847 |
| INVESCO OPPENHEIMER DEVELOPING | $69,471 | $56,640 |
| INVESCO S&P 500 EQUAL WEIGHT E | $248,283 | $246,023 |
| ISHARES RUSSELL 2000 | $185,990 | $181,850 |
| ISHARES TRUST RUSSELL MIDCAP I | $255,464 | $318,770 |
| NUVEEN REAL ESTATE SECURITIES | $68,881 | $68,152 |
| OAKHURST FIXED INCOME FUND | $170,994 | $146,692 |
| VANGUARD FTSE DEVELOPED MARKET | $112,033 | $102,287 |
| VANGUARD S&P 500 ETF | $429,887 | $571,139 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $14,626 | $14,626 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,462 | Amt |
| Net Investment Income | $6,462 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,000 |
| 990-PF Extension for 2023 | $1,700 |