MONTERA ENDOWED SCHOLARSHIP FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MONTERA ENDOWED SCHOLARSHIP FUND (EIN 20-1859199)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-09
- IRS object ID
- 201521909349100412
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-09T12:38:26-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841395431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN HENRITZE MALINE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W OAK ST STE 1100 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201859199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTERA ENDOWED SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 9704541357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 OAK AVENUE | AddressLine1Txt |
| City | EATON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A MONTERA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9704541357 | PhoneNum |
| Signature | 2015-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEAN DUNN | PreparerPersonNm |
| PTIN | P00212124 | PTIN |
| Phone | 9703724160 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $569,821 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,922 | 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 | $100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,092 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,509 | CashBOYAmt |
| Cash EOY | $25,746 | CashEOYAmt |
| Cash EOYFMV | $25,746 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,685 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,146 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,146 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $360,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $363,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $541,929 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $381,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $391,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $569,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $607,466 | CapitalStockBOYAmt |
| Capital Stock EOY | $607,466 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$226,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$215,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $381,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $391,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $381,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $391,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $381,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $391,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $391,837 | 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 |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $211,008 | GrossSalesPriceAmt |
| Cost Or Other Basis | $139,623 | CostOrOtherBasisAmt |
| Gain Or Loss | $71,385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $71,385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,652 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,756 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $528,526 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $525,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $478,824 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046113 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $418,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042755 | DistributionYr5Rt |
| Total Distribution | 0.402833 | TotalDistributionRt |
| Average Distribution | 0.080567 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $577,057 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,492 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,471 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,146 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,146 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,379 | OverpaymentAmt |
| Applied To ES Tax | $1,379 | 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 | 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 |
| Individual With Books | MONTERA ENDOWED SCHOLARSHIP FU | IndividualWithBooksNm |
| Phone | 9704541357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 OAK AVENUE | AddressLine1Txt |
| City | EATON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A MONTERA | ||||||||
| 134 OAK AVENUE | EATON | CO | 80615 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD L MONFORT | ||||||||
| 134 OAK AVENUE | EATON | CO | 80615 | 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 |
| 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 | $568,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $585,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $585,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $577,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $28,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $767 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,704 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,385 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $162,830 | 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 | $162,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,851 | ExcessFromYear4Amt |
| Excess From Year3 | $27,075 | ExcessFromYear3Amt |
| Excess From Year2 | $50,338 | ExcessFromYear2Amt |
| Excess From Year1 | $39,181 | ExcessFromYear1Amt |
| Excess From Current Year | $37,385 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD A MONTERA | ContributingManagerNm |
| Contributing Manager | RICHARD L MONFORT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVE EVANS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 OAK AVENUE | AddressLine1Txt |
| City | EATON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9704541357 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED BY EMPLOYER TO WHICH THE PROGRAM RELATES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS PROVIDED UNDER AN EMPLOYER-RELATED PROGRAM TO CHILDREN OF EMPLOYEES OF THE EMPLOYER TO WHICH THE PROGRAM RELATES PURSUANT TO REV. PROC. 76-47. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIMS CC ON BEHALF OF SETH WEIGANDT | |||||||
| 5401 W 20TH STREET | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $8,178 |
| AIMS CC ON BEHALF OF STEVEN PIERCE | |||||||
| 5401 W 20TH STREET | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $1,764 |
| BRIDGERLAND APPLIED TECH RYAN KEITH | |||||||
| 1301 NORTH 600 WEST | LOGAN | UT | 84321 | NONE | PUBLIC | SCHOLARSHIP | $2,911 |
| COLORADO STATE UNIVERSITY FOUNDATIO | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | NONE | PUBLIC | GENERAL OPERATIONS | $22,500 |
| COLORADO STATE UNIVERSITY - HEATH L | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | NONE | PUBLIC | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN COLORADO ON | |||||||
| 2901 SOUTH 27TH AVENUE | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF NORTHERN COLORADO ON | |||||||
| 2901 SOUTH 27TH AVENUE | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $7,490 |
| COLORADO STATE UNIVERSITY ON BEHALF | |||||||
| 1062 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | NONE | PUBLIC | SCHOLARSHIP | $5,000 |
| AIMS COMMUNITY COLLEGE ON BEHALF OF | |||||||
| 5401 W 20TH STREET | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $1,671 |
| AIMS COMMUNITY COLLEGE ON BEHALF OF | |||||||
| 5401 W 20TH STREET | GREELEY | CO | 80634 | NONE | PUBLIC | SCHOLARSHIP | $1,034 |
| MPCC BUSINESS OFFICE ON BEHALF OF D | |||||||
| 1101 HALLIGAN DRIVE | NORTH PLATTE | NE | 69101 | NONE | PUBLIC | SCHOLARSHIP | $1,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,299 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,922 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $363,945 | EOYBookValueAmt |
| EOYFMV | $541,929 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,092 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,091 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $63 | $31 | $31 |
| TAXES | $539 | $0 | $0 |