MORGAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MORGAN FAMILY FOUNDATION (EIN 87-2284612)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349100540
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:04:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872284612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MORG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vincent Mione | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,411,241 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $943,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,246 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $185 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $198,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,661 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,098 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,661 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,661 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,135,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,064,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,305,728 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,172,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,169,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,411,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,172,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,169,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,172,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,169,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,172,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,169,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,172,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $2,169,552 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,169,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $943,202 | GrossSalesPriceAmt |
| Cost Or Other Basis | $800,956 | CostOrOtherBasisAmt |
| Gain Or Loss | $142,246 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $142,246 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,246 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,662 | SubtotalAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $938 | OverpaymentAmt |
| Applied To ES Tax | $938 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Vincent Mione | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir, VP | 1.0 | $0 | $0 | $0 |
| Lynn Shannon Morgan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Melanie Nichol Sawyer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,301,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,372,059 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,372,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,336,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,662 | TotalTaxAmt |
| Distributable Before Adj | $114,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,662 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $67,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,214 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $169,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,598 | QualifyingDistributionsAmt |
| Applied To Current Year | $116,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $243,142 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $243,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,555 | ExcessFromYear4Amt |
| Excess From Year3 | $34,437 | ExcessFromYear3Amt |
| Excess From Year2 | $18,214 | ExcessFromYear2Amt |
| Excess From Year1 | $49,000 | ExcessFromYear1Amt |
| Excess From Current Year | $73,936 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lynn Shannon Morgan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON MEALS | |||||||
| 127 AVE B | APALACHICOLA | FL | 32320 | N/A | PC | General & Unrestricted | $5,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 455 N SHERMAN ST STE 500 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $10,000 |
| ATTENTION INC | |||||||
| 1440 PINE ST STE B | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $2,500 |
| BOULDER ALANO CLUB | |||||||
| PO BOX 186 | BOULDER | CO | 80306 | N/A | PC | General & Unrestricted | $2,500 |
| BOULDER COMMUNITY HEALTH FOUNDATION | |||||||
| PO BOX 19320 | BOULDER | CO | 80308 | N/A | PC | Red Lipstick Fund / RLF Endowment Fund | $5,000 |
| BOULDER COUNTY LATINA LEAGUE INC | |||||||
| 6525 GUNPARK DR STE 370 PMB 184 | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $1,500 |
| BOULDER VALLEY WOMENS HEALTH CENTER INC | |||||||
| 2855 VALMONT RD | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $10,000 |
| BRIDGE HOUSE | |||||||
| 5345 ARAPAHOE AVE 5 | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $5,000 |
| CAMFED U S A FOUNDATION | |||||||
| 1 EMBARCADERO CTR STE 1200 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| CAPITAL SISTERS INTERNATIONAL INC | |||||||
| 601 16TH ST STE C 310 | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $10,000 |
| CHILD AND FAMILY ADVOCACY PROGRAM | |||||||
| PO BOX 19122 | BOULDER | CO | 80308 | N/A | PC | General & Unrestricted | $2,500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | To support lymphedema research | $5,000 |
| CLINICA CAMPESINA FAMILY HEALTH SERVICES | |||||||
| 1735 S PUBLIC ROAD STE 201 | LAFAYETTE | CO | 80026 | N/A | PC | General & Unrestricted | $5,000 |
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||
| 900 BASELINE RD | BOULDER | CO | 80302 | N/A | PC | Chautauqua Auditorium winterization project | $5,000 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY FOUNDATION | |||||||
| 1123 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY RADIO FOR NORTHERN COLORADO | |||||||
| 1901 56TH AVE STE 200 | GREELEY | CO | 80634 | N/A | PC | General & Unrestricted | $5,000 |
| DAIRY CENTER FOR THE ARTS | |||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $3,000 |
| DAVIS PHINNEY FOUNDATION | |||||||
| 357 MCCASLIN BLVD STE 105 | LOUISVILLE | CO | 80027 | N/A | PC | Charitable Event | $3,000 |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC | |||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,500 |
| FAMILY LEARNING CENTER INC | |||||||
| 3164 34TH ST | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $5,000 |
| FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DR | DALLAS | TX | 75216 | N/A | PC | General & Unrestricted | $5,000 |
| GRAPEVINE RELIEF AND COMMUNITY EXCHANGE | |||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY OF THE ST VRAIN VALLEY COMMUN | |||||||
| PO BOX 333 | LONGMONT | CO | 80502 | N/A | PC | General & Unrestricted | $3,000 |
| I HAVE A DREAM FOUNDATION OF BOULDER COUNTY | |||||||
| 5390 MANHATTAN CIR STE 200 | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $5,000 |
| IMAGINE FOUNDATION | |||||||
| 1400 DIXON AVE | LAFAYETTE | CO | 80026 | N/A | SO I | General & Unrestricted | $2,500 |
| LYMPHATIC EDUCATION & RESEARCH NETWORK INC LE&RN | |||||||
| 154 W 14TH ST | NEW YORK | NY | 10011 | N/A | PC | Research Fund | $2,500 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $2,500 |
| PORTER-LEATH | |||||||
| 3400 PRESCOTT RD | MEMPHIS | TN | 38118 | N/A | PC | General & Unrestricted | $5,000 |
| RISE AGAINST SUICIDE | |||||||
| 603 S PUBLIC RD UNIT 846 | LAFAYETTE | CO | 80026 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| PO BOX 140474 | PASADENA | CA | 91189 | N/A | PC | Colorado chapter of planned parenthood of the rocky mountains | $5,000 |
| SISTER CARMEN COMMUNITY CENTER INC | |||||||
| 655 ASPEN RIDGE DR | LAFAYETTE | CO | 80026 | N/A | PC | General & Unrestricted | $5,000 |
| THE IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION | |||||||
| 10301 NE GLISAN ST | PORTLAND | OR | 97220 | N/A | PC | General & Unrestricted | $2,500 |
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 14280 COLLECTIONS CENTER DR | CHICAGO | IL | 60693 | N/A | PC | PolioPlus fund and the World fund | $5,000 |
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC | |||||||
| 1620 RESERVOIR RD | GREELEY | CO | 80631 | N/A | PC | First Generation Student Scholarship Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,644 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $198,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLANTIC TRUST DISC EQTY | $135,073 | $121,498 |
| COHEN & STEERS PREFRRD SECS & | $101,479 | $94,799 |
| DODGE & COX INCOME FUND | $238,039 | $245,048 |
| INVESCO OPPENHEIMER DEVELOPING | $138,581 | $103,337 |
| INVESCO S&P 500 EQUAL WEIGHT E | $248,283 | $268,950 |
| ISHARES RUSSELL 2000 | $194,151 | $212,436 |
| ISHARES TRUST RUSSELL MIDCAP I | $201,868 | $280,338 |
| METROPOLITAN WEST RETURN BOND | $246,689 | $244,555 |
| NUVEEN REAL ESTATE SECURITIES | $68,881 | $66,053 |
| VANGAURD HIGH-YIELD CORPORATE | $93,632 | $93,800 |
| VANGUARD FTSE DEVELOPED MARKET | $119,205 | $139,058 |
| VANGUARD S&P 500 ETF | $278,158 | $435,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,073 | $15,073 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $6,661 | Amt |
| Net Investment Income | $6,661 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $3,600 |
| 990-PF Excise Tax for 2024 | $2,500 |