2011-08-10T15:53:18-07:00 2010-12-31 LarsonAllen LLP 8131 W Grandridge Blvd Kennewick WA 99336 990PF 2010-01-01 200665249 Carson Kolzig Foundation Inc CARS 5095284144 8131 W Grandridge Blvd Kennewick WA 99336 Dennis C Loman CPA 2011-08-10 Dennis C Loman CPA 5097351561 2010 2016-02-24 21:20:13Z X 706126 X 61479 2211 2211 10218 10218 23172 140137 23172 229142 326222 35601 485 485 2900 2900 54838 2838 52000 283 167 0 34695 34695 190230 52923 283431 3005 143003 5000 5000 288431 3005 148003 37791 32596 411762 383639 383639 76414 87560 87560 52071 52071 175292 182856 182856 663468 706126 706126 0 X 663468 706126 663468 706126 663468 706126 663468 37791 4867 706126 706126 23172 1136 false 305156 645131 0.47301 265203 565899 0.46864 196612 469795 0.41851 124801 309021 0.40386 16430 176631 0.09302 1.85704 0.37141 658288 244493 326 244819 148003 652 652 652 X 3 655 0 false false false false false false false false true true WA DE true false false false false true www.carsonkolzigfoundation.org Kellee Balcom 5095284144 8131 W Grandridge Blvd Kennewick WA 99336 false false false false true false false false false false false false false false false false false false false false false false false false false false Dennis C Loman CPA 1325 Rathwood Richland WA 99352 3.00 0 Stu Barnes 5069 Royal Creek Lane Plano TX 75093 3.00 0 Christin Kolzig 2030 Carolina Ave NE St Petersburg FL 33703 3.00 0 Olie A Kolzig 2030 Carolina Ave NE St Petersburg FL 33703 3.00 0 NONE Kellee Balcom 260 McDonald Dr Pasco WA 99301 Management Services 52000 Responding to Autism Symposium & Classes 10384 Responding to Autism Center, opened March 2010, provides direct services to children and families. Expenses are for Center facility, equipment & services. 65695 305211 363102 0 668313 0 668313 10025 658288 32914 32914 652 652 32262 32262 32262 148003 148003 148003 32262 29708 196811 265312 305272 797103 148003 0 32262 115741 912844 0 912844 29708 196811 265312 305272 115741 Stu Barnes Christin Kolzig Olie A Kolzig X The Neurological Resource Center 712 Swift Blvd Ste 1 Richland WA 99352 N/A N/A General & Unrestricted 5000 5000 Responding to Autism Symp 700 14 2211 14 10218 23172 1 43123 55552 23872 79424 1a Symposium was held to provide public awareness and outreach to those affected by autism. false false false false false false false false false false X X 3 Steve Elaine Matheson 4801 W 19th Ave Kennewick WA 99338 12521 X 2 Kadlec Medical Center 888 Swift Blvd Richland WA 99352 6064 X 1 Babcock Services 8113 W Quinault Ave Ste 201 Kennewick WA 99336 8782 X Tax Return Preparation & Tax Consulting 2900 0 0 2900 Kellee Balcom PIMCO FOREIGN INST. SHS 10695 10695 PIMCO DEV LOCAL MKTS FD INST. 8448 8448 Lord Abbett Floating Rate Inc Fd Cl F 32928 32928 Ishares Tr MSCI Emerging Mkts Index Fd 9819 9819 Ishares Inc MSCI Brazil Index Fund 10411 10411 Ishares Barclays Treas Inflation Prot. 11446 11446 Vanguard Value Vipers 8674 8674 Vanguard Small Cap Value ETF 7064 7064 Vanguard Small Cap Growth Vipers 3977 3977 Vanguard Mid-Cap Value Index 5665 5665 Vanguard Growth Vipers 9530 9530 Vanguard Emerging Mkts Vipers 5214 5214 Ishares Tr MSCI EAFE Growth Index Fd 4892 4892 Ishares Tr MSCI EAFE Value Index Fd 4221 4221 General Electric Co. 3083 3083 CVS Caremark Corp. 3564 3564 PUTNAM ABS RET. 300 FUND FMV 15373 15373 MAINSTAY ICAP INT'L FMV 20718 20718 JOHN HANCOCK DISC. VALUE I FMV 24845 24845 JANUS OVERSEAS FUND CL T FMV 22011 22011 GOLDMAN SACHS MID CAP VAL FD FMV 10134 10134 GOLDMAN SACHS ABSOLU RET. TRACKER FMV 15803 15803 FIRST EAGLE OVERSEAS FMV 12294 12294 FIDELITY ADVISOR NEW INSIGHTS FMV 25230 25230 BLACKROCK INTL OPPORT. FMV 11800 11800 Lord Abbett Bond Debenture Fund Cl F FMV Royce Special Equity Investment Cl FMV 9071 9071 Royce Microcap Investment Class FMV 5910 5910 Oppenheimer Dev Markets Fd Class A FMV 9667 9667 Matthews China Fund FMV Legal Fees 485 0 0 485 Technology Equipment & Supplies 2000 2000 State Filing Fees 373 373 Special Event Expenses 137307 RTA Center supplies, maint, & misc 14421 14421 Responding to Autism Event Expenses 10384 10384 Responding to Autism Center Program Exp. 15000 15000 Office Supplies, postage 1192 1192 MISCELLANEOUS 1030 1030 Insurance 1579 1579 Donor appreciation expenses 6819 6819 Bank Charges 125 125 Responding to Autism Symp 700 Income From Special Events 228442 Unrealized Gain on Investments 4855 Non-dividend distributions 12 Management Services 52000 0 0 52000 Investment Management Fees 2838 2838 0 0 Foreign Taxes Paid 167 167 Excise Tax on Net Investment Income 116