THE BOHEN FOUNDATION CO: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BOHEN FOUNDATION CO (EIN 42-6054774)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-11
- IRS object ID
- 202533159349102428
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T15:55:49-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 699 WALNUT STREET SUITE 1260 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426054774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOHEN FOUNDATION CO | BusinessNameLine1Txt |
| Business Name Line2 | IRELAND STAPLETON PRYOR & PASCOEPC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOHE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 17TH STREET RMSTE 2800 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK B HENRY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Signature | 2025-11-11 | 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) |
|---|---|---|
| Phone | 5152453737 | 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) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$169,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$165,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,763 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,667 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,667 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,782 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,782 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,344 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,344 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,411 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,411 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,334 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,334 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,529 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,965 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$476,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,741 | CashBOYAmt |
| Corporate Stock BOY | $250,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $206,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $510,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,476 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $34,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,880,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,404,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $476,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $476,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$476,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| "TREE" BY MICHAEL JOO & DAMIEN HIRST | P | 2000-01-03 | 2025-06-30 | $45,000 | -$45,000 | -$45,000 | |
| "FIELD" BY WARREN ROHRER | P | 1991-12-12 | 2025-06-30 | $9,900 | -$9,900 | -$9,900 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $13,125 | -$13,125 | -$13,125 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $13,140 | -$13,140 | -$13,140 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $13,125 | -$13,125 | -$13,125 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $15,140 | -$15,140 | -$15,140 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $30,230 | -$30,230 | -$30,230 | |
| "TO AND FROM" BY JAC LEIRNER | D | 1998-11-01 | 2025-06-30 | $30,230 | -$30,230 | -$30,230 | |
| "LIFE AND THE TERMITES" BY FRANCESC TORRES | D | 1993-01-01 | 2025-06-30 | $4,000 | -$4,000 | -$4,000 | |
| "NATURAL HISTORY" BY FRANCESC TORRES | D | 1992-10-29 | 2025-06-30 | $5,000 | -$5,000 | -$5,000 | |
| "SOMNI-DREAM" BY FRANCESC TORRES | D | 1997-09-22 | 2025-06-30 | $1,000 | -$1,000 | -$1,000 | |
| "A,N,S,W,E,R &. Q,U,E,ST,I,O,N,S" BY PETER WEGNER | D | 2004-06-18 | 2025-06-30 | $1,000 | -$1,000 | -$1,000 | |
| CAP GAIN TOTAL (DETAIL PROVIDED UPON REQUEST) | P | 2024-06-30 | 2025-06-30 | $11,469 | $11,469 | $11,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$169,421 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,469 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | IRELAND STAPLETON PRYOR PASCOE PC | IndividualWithBooksNm |
| Phone | 3036232700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 17TH STREET SUITE 2800 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| FREDERICK B HENRY CO IRELAND PRYOR | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | PRESIDENT/DIRECTOR | 40.00 | $91,667 | $0 | $0 |
| CAROLINE HENRY CO IRELAND PRYOR PA | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | DIRECTOR | 4.00 | $22,500 | $0 | $0 |
| FREDERICK B HENRY CO IRELAND PRYOR | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | DIRECTOR | 4.00 | $22,500 | $0 | $0 |
| PATRICK HENRY | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | DIRECTOR | 4.00 | $22,500 | $0 | $0 |
| SARAH TRUNDLE CO IRELAND PRYOR PAS | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | DIRECTOR | 4.00 | $22,500 | $0 | $0 |
| JOAN C WEAKLEY CO IRELAND PRYOR PA | ||||||||
| 717 17TH STREET SUITE 2800 | DENVER | CO | 80202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $2,344 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $375,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $407,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $407,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $400,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,046 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $20,046 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,046 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,046 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $246,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $263,946 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,503 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $230,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $255,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $155,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,189,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,046 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $226,079 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,415,392 | 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 | $263,946 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,151,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,503 | ExcessFromYear4Amt |
| Excess From Year3 | $230,332 | ExcessFromYear3Amt |
| Excess From Year2 | $255,300 | ExcessFromYear2Amt |
| Excess From Year1 | $155,232 | ExcessFromYear1Amt |
| Excess From Current Year | $226,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF THE AS | ||||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $10,000 |
| INDEPENDENCE PASS FND | ||||||
| 2631 DOLORES WAY | CARBONDALE | CO | 81623 | PF | CHARTIABLE CONTRIBUTION. | $5,000 |
| ASPEN CENTER FOR ENVI | ||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $5,160 |
| ROARING FORK CONSERVANC | ||||||
| 22800 TWO RIVERS RD | BASALT | CO | 81621 | PF | CHARITABLE CONTRIBUTION. | $5,000 |
| PATHFINDERS | ||||||
| 303E AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $10,000 |
| LUCKY DAY ANI | ||||||
| PB 8856 | ASPEN | CO | 81612 | PF | CHARITABLE CONTRIBUTION. | $10,000 |
| WIND WALKERS | ||||||
| 1030 COUNTY ROAD 102 | CARBONDALE | CO | 81623 | PF | CHARITABLE CONTRIBUTION. | $10,000 |
| ASPEN HISTORICAL SOCIE | ||||||
| 620 W BLEEKER ST | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $5,000 |
| ASPEN VALLEY SKI-SNOWB | ||||||
| 300 SILVERLODE DR | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $20,000 |
| 10TH MOUNTAIN DIVISION HUT ASSOCIATION | ||||||
| 1280 UTE AVE | ASPEN | CO | 81611 | PF | CHARITABLE CONTRIBUTION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,160 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$169,421 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,763 | ExclusionAmt |
| Related Or Exempt Function Incm | -$169,421 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$165,658 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,640 | Amt |
| Net Investment Income | $8,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,320 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| FRIENDS OF THE AS | |||||
| 101 ANIMAL SHELTER ROAD | ASPEN | CO | 81611 | CASH | $10,000 |
| INDEPENDENCE PASS FND | |||||
| 2631 DOLORES WAY | CARBONDALE | CO | 81623 | CASH | $5,000 |
| ASPEN CENTER FOR ENVI | |||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | CASH | $5,160 |
| ROARING FORK CONSERVANC | |||||
| 22800 TWO RIVERS RD | BASALT | CO | 81621 | CASH | $5,000 |
| PATHFINDERS | |||||
| 303E AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | CASH | $10,000 |
| LUCKY DAY ANI | |||||
| PB 8856 | ASPEN | CO | 81612 | CASH | $10,000 |
| WIND WALKERS | |||||
| 1030 COUNTY ROAD 102 | CARBONDALE | CO | 81623 | CASH | $10,000 |
| ASPEN HISTORICAL SOCIE | |||||
| 620 W BLEEKER ST | ASPEN | CO | 81611 | CASH | $5,000 |
| ASPEN VALLEY SKI-SNOWB | |||||
| 300 SILVERLODE DR | ASPEN | CO | 81611 | CASH | $20,000 |
| 10TH MOUNTAIN DIVISION HUT ASSOCIATION | |||||
| 1280 UTE AVE | ASPEN | CO | 81611 | CASH | $5,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 1. FRIENDS OF THE AS DATE OF DISTRIBUTION: 06/28/25 2. INDEPENDENCE PASS FND DATE OF DISTRIBUION: 06/28/25 3. ASPEN CENTER FOR ENVI DATE OF DISTRIBUTION: 06/28/25 4. ROARING FORK CONSERVANC DATE OF DISTRIBUTION: 06/28/25 5. PATHFINDERS DATE OF DISTRIBUTION: 06/28/25 6. LUCKY DAY ANI DATE OF DISTRIBUTION: 06/28/25 7. WINDWALKERS DATE OF DISTRIBUTION: 06/28/25 8. ASPEN HISTORICAL SOCIE DATE OF DISTRIBUTION: 06/30/25 9. ASPEN VALLEY SKI-SNOWB DATE OF DISTRIBUTION: 06/30/25 10. 10TH MOUNTAIN DIVISION HUT ASSOCIATION DATE OF DISTRIBUTION: 06/30/25 | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,564 | LegalFeesAmt |
| Net Investment Income | $2,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,782 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART ACQUISITIONS | $54,900 | $0 | $0 |
| ART RECEIVED FROM ARTISTS | $125,990 | $0 | $0 |
| GOLDMAN SACHS ABSOLUTE RETURN | $25,410 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MEMBERSHIPS | $2,745 | $0 | $0 | $2,745 |
| STORAGE EXPENSES | $3,795 | $0 | $0 | $3,795 |
| BOOKS AND SUBSCRIPTIONS | $888 | $0 | $0 | $888 |
| TELEPHONE EXPENSE | $2,147 | $0 | $0 | $2,147 |
| INSURANCE | $1,931 | $0 | $0 | $1,931 |
| MISC EXPENSE | $23 | $0 | $0 | $23 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA FEES | CategoryTxt |
| Amt | $2,344 | Amt |
| Net Investment Income | $2,344 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |