NORWOOD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORWOOD FOUNDATION (EIN 01-0705471)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349102134
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T14:44:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840884124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BiggsKofford PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1975 Research Pkwy Suite 255 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80920 | 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 | 010705471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norwood Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 7195932600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 222 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dave Jenkins | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7195932600 | PhoneNum |
| 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) |
|---|---|---|
| Preparer Person | Tyler Atkins | PreparerPersonNm |
| PTIN | P01818337 | PTIN |
| Phone | 7195799090 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| 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 | $115,932,831 | 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 | $2,651,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,216,260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,126,776 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $365,257 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $365,257 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $176,753 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,635,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,305,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,635,149 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,588,123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,588,123 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $32,456,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,715,628 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,247 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,540 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,540 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $674,651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,196 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,753 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,753 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $129,555 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $967,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,112,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,112,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,080,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,255,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,375,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,514,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $349,978 | CashBOYAmt |
| Cash EOY | $521,099 | CashEOYAmt |
| Cash EOYFMV | $521,099 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,634,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,985,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,985,823 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,200,058 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,507,145 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,200,058 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,200,058 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,331,273 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $8,410,954 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,331,273 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,331,273 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,570,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $473,205 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,775,979 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,097,295 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,669,382 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $23,238,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,433,246 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,179,202 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $45,994 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,994 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,994 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,963,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,614,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,932,831 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $320,468 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,959 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $62,625 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,647,850 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $383,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,658,809 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,580,342 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $80,955,979 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,580,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,955,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,963,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,614,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,580,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,375,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $80,955,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,955,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 13424 New Ranch Drive | P | 2022-12-28 | 2024-01-01 | $675,366 | $669,931 | $5,435 | $5,435 |
| 5.71 Acres of Land | D | 2018-01-01 | 2024-10-28 | $4,500,000 | $286 | $4,499,714 | $4,499,714 |
| Seclusion Land - 2 lots | P | 2021-06-01 | 2024-12-12 | $130,000 | $130,000 | $130,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,635,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $410,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $410,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $410,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $394,646 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $58,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $452,646 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,394 | OverpaymentAmt |
| Applied To ES Tax | $42,394 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher S Jenkins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195932600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Tejon Street Suite 222 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| David D Jenkins | ||||||||
| 111 S Tejon St Suite 222 | Colorado Springs | CO | 80903 | President | 1.00 | $0 | $0 | $0 |
| Carolyn S Jenkins | ||||||||
| 111 S Tejon St Suite 222 | Colorado Springs | CO | 80903 | Vice President | 1.00 | $0 | $0 | $0 |
| Christopher S Jenkins | ||||||||
| 111 S Tejon St Suite 222 | Colorado Springs | CO | 80903 | Sec/Treas | 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 | Norwood Limited Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Tejon St Suite 222 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Charitable Services | ServiceTypeTxt |
| Compensation | $130,000 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,280,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $81,425,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,706,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,706,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,555,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,151,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,107,556 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,107,556 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $410,252 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,289 | IncomeTaxAmt |
| Total Tax | $411,541 | TotalTaxAmt |
| Distributable Before Adj | $4,696,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,696,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,696,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,255,169 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,255,169 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,696,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $243,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $662,060 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,296 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,072,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,255,169 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,696,015 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,559,154 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,631,322 | 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 | $2,631,322 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243,812 | ExcessFromYear4Amt |
| Excess From Year3 | $662,060 | ExcessFromYear3Amt |
| Excess From Year2 | $166,296 | ExcessFromYear2Amt |
| Excess From Current Year | $1,559,154 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David D Jenkins | ContributingManagerNm |
| Contributing Manager | Carolyn S Jenkins | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher S Jenkins | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S Tejon St Suite 222 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195932600 | RecipientPhoneNum |
| Form And Info And Materials | See attached application form required for scholarships. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Individuals pursuing a college education must be a high school graduate. Individuals seeking trade or vocational skills need not be a high school graduate, but must comply with the admission requirements of the training institution. In addition the Foundation will support organizations and activities that pursue religious, charitable, scientific, literary or educational purposes and for the prevention of cruelty to children. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Advance Colorado | ||||||
| 6501 E Belleview Ave Suite 375 | Englewood | CO | 80111 | PC | General Purpose | $250,000 |
| American Red Cross | ||||||
| 431 18th Street NW | Washington | DC | 20006 | PC | General Purpose | $250,000 |
| Baptists on Mission | ||||||
| 2027 Mission Dr | Concord | NC | 28025 | PC | General Purpose | $100,000 |
| Care & Share | ||||||
| 2605 Preamble Pt | Colorado Springs | CO | 80915 | PC | General Purpose | $125,000 |
| Charitable from Pass-Through Entity | ||||||
| 111 S Tejon Ste 112 | Colorado Springs | CO | 80903 | PC | General Purpose | $1,582 |
| Cheyenne Village | ||||||
| 6275 Lehman Drive | Colorado Springs | CO | 80918 | PC | General Purpose | $20,000 |
| City of Manitou-Carnegie Library | ||||||
| 606 Manitou Ave | Manitou Springs | CO | 80829 | PC | General Purpose | $1,000 |
| Colorado Gamma Chapter | ||||||
| 935 16th St | Boulder | CO | 80302 | PC | General Purpose | $10,000 |
| Colorado Springs Chorale | ||||||
| PO Box 2304 | Colorado Springs | CO | 80901 | PC | General Purpose | $5,000 |
| Colorado Springs Philharmonic | ||||||
| 111 S Tejon Unit 305 | Colorado Springs | CO | 80903 | PC | General Purpose | $10,000 |
| Compassion International | ||||||
| 12290 Voyager Way | Colorado Springs | CO | 80921 | PC | General Purpose | $2,740 |
| Cystic Fibrosis Foundation | ||||||
| 4550 Montgomery Ave Suite 1100N | Bethesda | MD | 20814 | PC | General Purpose | $10,000 |
| Dream Centers of Colorado Springs | ||||||
| 3657 Michigan Ave | Colorado Springs | CO | 80910 | PC | General Purpose | $92,615 |
| Early Childhood Business Council | ||||||
| 3800 Buchtel Blv 102261 | Denver | CO | 80210 | PC | General Purpose | $5,000 |
| Empty Stocking Fund | ||||||
| 30 E Pikes Peak Ave 100 | Colorado Springs | CO | 80903 | PC | General Purpose | $30,000 |
| First Presbyterian Church | ||||||
| 219 E Bijou Street | Colorado Springs | CO | 80903 | PC | General Purpose | $35,000 |
| Fountain Valley School | ||||||
| 6155 Foundtain Valley School Rd | Colorado Springs | CO | 80911 | PC | General Purpose | $10,000 |
| Gold Buckle Ministries | ||||||
| 15550 Russell Dr | Peyton | CO | 80831 | PC | General Purpose | $2,500 |
| Goodwill of Colorado | ||||||
| 1460 Garden of the Gods Rd | Colorado Springs | CO | 80907 | PC | General Purpose | $1,000 |
| Humane Society of the PPR | ||||||
| 610 Abbot Lane | Colorado Springs | CO | 80905 | PC | General Purpose | $1,000 |
| Judi's House | ||||||
| 1741 Gaylord Street | Denver | CO | 80206 | PC | General Purpose | $10,000 |
| Mayo Clinic | ||||||
| 200 First St SW | Rochester | MN | 55905 | PC | General Purpose | $5,000 |
| Messenger International | ||||||
| 610 Santa Fe Ridge | Palmer Lake | CO | 80133 | PC | General Purpose | $2,500 |
| Mt Carmel Veterans Center | ||||||
| 530 Communication Circle | Colorado Springs | CO | 80905 | PC | General Purpose | $100,000 |
| Penrose St Francis Health Foundation | ||||||
| 2222 N Nevada Ave | Colorado Springs | CO | 80903 | PC | General Purpose | $50,000 |
| Pikes Peak Community Foundations | ||||||
| 315 E Pikes Peak AVe 120 | Colorado Springs | CO | 80903 | PC | General Purpose | $1,566,337 |
| Pikes Peak Hospice | ||||||
| 2550 Tenderfoot Hill St | Colorado Springs | CO | 80906 | PC | General Purpose | $275,000 |
| Pikes Peak International Hill Climb | ||||||
| 1631 Mesa Ave Suite B | Colorado Springs | CO | 80906 | PC | General Purpose | $10,000 |
| Pikes Peak Range Riders Foundation | ||||||
| PO Box 758 | Colorado Springs | CO | 80901 | PC | General Purpose | $12,500 |
| Pikes Peak Soap Box Derby | ||||||
| 1200 Higby Rd | Monument | CO | 80132 | PC | General Purpose | $1,000 |
| QED Foundation | ||||||
| 105 State Route 101A Unit 1A | Amherst | NH | 03031 | PC | General Purpose | $225,000 |
| Rapha Foundation Fund | ||||||
| 10807 New Allegiance Dr Ste 240 | Colorado Springs | CO | 80921 | PC | General Purpose | $2,800,000 |
| Richards Rubbish Roundup | ||||||
| 322 North Tejon St Suite 206 | Colorado Springs | CO | 80903 | PC | General Purpose | $5,000 |
| Ride for the Brand Ranch Rodeo | ||||||
| 1045 Lower Gold Camp Road | Colorado Springs | CO | 80905 | PC | General Purpose | $2,500 |
| St Helena Hospital Foundation | ||||||
| 10 Woodland Rd | St Helena | CA | 94574 | PC | General Purpose | $33,500 |
| St Patrick's Day Parade and Events | ||||||
| 111 S Tejon Ste 222 | Colorado Springs | CO | 80903 | PC | General Purpose | $500 |
| Torch of Freedom Foundation | ||||||
| 1776 Patriot Way | Comfort | TX | 78013 | PC | General Purpose | $5,000 |
| We Fortify | ||||||
| 120 W Fountain Blvd | Colorado Springs | CO | 80903 | PC | General Purpose | $20,000 |
| West Side Cares | ||||||
| 2808 W Colorado Ave | Colorado Springs | CO | 80904 | PC | General Purpose | $16,648 |
| Young Life | ||||||
| 420 N Cascade Ave | Colorado Springs | CO | 80903 | PC | General Purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,112,922 | 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 | $2,216,260 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 721110 | BusinessCd |
| Unrelated Business Taxbl Incm | $35,690 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $176,753 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,552,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,635,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,690 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,580,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,616,608 | 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 | 1 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| David Jenkins | ||||||
| 1 | 111 S Tejon St Suite 222 | Colorado Springs | CO | 80903 | $1,170,442 | Yes (X) |
| Carolyn Jenkins | ||||||
| 2 | 111 S Tejon St Suite 222 | Colorado Springs | CO | 80903 | $1,480,826 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Interest in partnership | $1,170,442 | 2024-01-01 |
| 2 | Interest in partnership | $1,480,826 | 2024-10-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $3,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,433,246 | BookValueAmt |
| EOYFMV | $65,179,202 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Projects Under Development | Desc |
| BOY Book Value | $45,994 | BOYBookValueAmt |
| EOY Book Value | $45,994 | EOYBookValueAmt |
| EOYFMV | $45,994 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Management fees and staff | $8,788 | $8,788 | $0 |
| Cleaning and maintenance | $66,336 | $66,336 | $0 |
| Life safety | $393 | $393 | $0 |
| Utilities and trash | $17,432 | $17,432 | $0 |
| Insurance | $5,520 | $5,520 | $0 |
| Management fees and staff | $3,274 | $3,274 | $0 |
| Cleaning and maintenance | $14,770 | $14,770 | $0 |
| Life safety | $131 | $131 | $0 |
| Utilities and trash | $3,894 | $3,894 | $0 |
| Insurance | $3,031 | $3,031 | $0 |
| Management fees and staff | $437 | $437 | $0 |
| Utilities and trash | $460 | $460 | $0 |
| Insurance | $452 | $452 | $0 |
| Utilities and trash | $4,104 | $4,104 | $0 |
| Insurance | $533 | $533 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Recovery Income | $596,002 | $596,002 |
| Pass Through Other | $585,616 | $585,616 |
| Pass Through Gains | $19,208,013 | $19,208,013 |
| Pass Through Rental | $2,198,492 | $2,198,492 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Security Deposits | $12,625 | $13,850 |
| Lot Deposits | $50,000 | $50,000 |
| Deferred Income | $0 | $1,584,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Management Fees | $135,000 | $0 | $0 | $135,000 |
| Civil Eng - Church Renov | $7,247 | $0 | $0 | $7,247 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Tax | $624,455 | $0 | $0 | $0 |
| Property taxes | $10,588 | $10,588 | $0 | |
| Property taxes | $6,534 | $6,534 | $0 | |
| Property taxes | $2,098 | $2,098 | $0 | |
| Property taxes | $30,976 | $30,976 | $0 |