ALAN GREEN MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALAN GREEN MEMORIAL FOUNDATION (EIN 84-0928253)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349103282
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T15:35:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202011735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRA CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4865 WARD RD STE 100 | AddressLine1Txt |
| City | WHEAT RIDGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 800331902 | 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 | 840928253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN GREEN MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAN | BusinessNameControlTxt |
| Phone | 3035700772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 575 | AddressLine1Txt |
| City | BLACK HAWK | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 804220575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LORENZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN A RHEA CPA | PreparerPersonNm |
| PTIN | P02095861 | PTIN |
| Phone | 3034214775 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| 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 | $1,147,419 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,659 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,659 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $848,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,624 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,044 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $206,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,713 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $548 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $548 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $602 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,713 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,648 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $569 | AcctRcvblAmt |
| Acct Rcvbl BOY | $386 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $569 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $569 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $929,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,026,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,118,202 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $948,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,055,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,147,419 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $948,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,055,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $948,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,055,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $948,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,055,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $948,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,237 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,055,558 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,055,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US BANK- PUBLICLY TRADED SECURITIES | P | $92,269 | $91,225 | $1,044 | $1,044 |
| US BANK- PUBLICLY TRADED SECURITIES | P | $739,729 | $597,300 | $142,429 | $142,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,624 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,044 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,347 | SubtotalAmt |
| Tax Based On Investment Income | $2,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,025 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,025 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,322 | TaxDueAmt |
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 |
| 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 |
| Website Address | ALANGREENMEMORIALFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY LORENZ | IndividualWithBooksNm |
| Phone | 3035700772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 575 | AddressLine1Txt |
| City | BLACK HAWK | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80422 | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY LORENZ | ||||||||
| PO BOX 575 | BLACK HAWK | CO | 80422 | TREASURER | 3.00 | $0 | $0 | $0 |
| KEVIN ARMSTRONG | ||||||||
| PO BOX 164 | BLACK HAWK | CO | 80422 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHARON PEREA | ||||||||
| PO BOX 16 | BLACK HAWK | CO | 80422 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN MARTIN | ||||||||
| 1641 KARLANN DR | BLACK HAWK | CO | 80422 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANN FATTOR | ||||||||
| 32 LAKEFRONT DR | BLACK HAWK | CO | 80422 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| MICHAEL GREEN | ||||||||
| 100 OCEAN AVE | PROVIDENCE | RI | 02915 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,075,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,113,658 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,113,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,096,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,347 | TotalTaxAmt |
| Distributable Before Adj | $52,501 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,501 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,637 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,501 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,367 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,637 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,136 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,786 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30 | ExcessFromYear4Amt |
| Excess From Year3 | $8,354 | ExcessFromYear3Amt |
| Excess From Year1 | $15,367 | ExcessFromYear1Amt |
| Excess From Current Year | $29,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEVING ARMSTRONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 575 | AddressLine1Txt |
| City | BLACK HAWK | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035887187 | RecipientPhoneNum |
| Recipient Email Address | ALANGREENMEMORIALFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANTS TO ORGANIZATIONS-REQUESTS MUST BE IN WRITING AND IN DETAIL CITING NEEDS AND REASONS; INCLUDE THE OFFICIAL NAME AND NAMES OF RESPONSIBLE OFFICERS. SCHOLARSHIP-SUBMIT STANDARD APPLICATION FORM, 3 PERSONAL RATINGS, STATEMENT FROM HIGH SCHOOL PRINCIPAL OR ACADEMIC COUNSELOR, TRANSCRIPT & SAT/ACT SCORES, LETTER OUTLINING GOALS & FINANCIAL NEED, LETTER OF ACCEPTANCE FROM COLLEGE, IF AVAILABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES: - ORGANIZATIONS SEEKING GRANTS - APRIL 1 - SCHOLARSHIPS FOR GRADUATING HIGH SC | SubmissionDeadlinesTxt |
| Restrictions On Awards | INDIVIDUALS & ORGANIZATIONS RESIDING OR LOCATED IN GILPIN COUNTY, COLORADO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GILPIN COUNTY PARKS & REC | |||||||
| 250 NORTON DR | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $1,800 |
| MTN EVANS HOME HEALTHCARE | |||||||
| 3081 BERGEN PEAK DR | EVERGREEN | CO | 80439 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,000 |
| GILPIN COUNTY EDUCATION FNDT | |||||||
| 10595 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $5,000 |
| GILPIN COUNTY FOOD PANTRY | |||||||
| 1593 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $1,000 |
| GILPIN COUNTY HUMAN SRVCS | |||||||
| 1593 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $3,000 |
| GILPIN COUNTY LIBRARY | |||||||
| 15131 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $1,500 |
| GILPIN MTN KIDS ELC | |||||||
| 10597 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $1,400 |
| AXE & SNAX | |||||||
| PO BOX 402 | PINECLIFFE | CO | 80471 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,000 |
| PEAK TO PEAK CHORALE | |||||||
| 1327 GOLDEN GATE DR | GOLDEN | CO | 80403 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $400 |
| GILPIN COUNTY SPIKEHAWK VB | |||||||
| 10595 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,000 |
| TEENS INC | |||||||
| PO BOX 1070 | NEDERLAND | CO | 80466 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,000 |
| GILPIN COUNTY BOOSTER CLUB | |||||||
| 10595 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,500 |
| MAIN ST CENTRAL CITY | |||||||
| PO BOX 1072 | CENTRAL CITY | CO | 80427 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $325 |
| MAIN ST CENTRAL CITY | |||||||
| PO BOX 1072 | CENTRAL CITY | CO | 80427 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $2,000 |
| GILPIN COUNTY SCHOOL THEATER | |||||||
| 10595 HWY 119 | BLACK HAWK | CO | 80422 | NONE | PC | GRANT TO COMMUNITY ORGANIZATION | $1,200 |
| REGIS UNIVERSITY | |||||||
| 3333 REGIST BLVD A-8 | DENVER | CO | 80221 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| UC COLO SPGS | |||||||
| 1420 AUSTIN BLUFFS PRKWY | COLORADO SPRINGS | CO | 80918 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| UNIVERSITY OF NEBRASKA LINCOLN | |||||||
| PO BOX 880411 | LINCOLN | NE | 68588 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| ADELPHI UNIVERSITY | |||||||
| 1 SOUTH AVE | GARDEN CITY | NY | 11530 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| UNIVERSITY OF KANSAS | |||||||
| 1502 IOWA ST | LAWRENCE | KS | 66045 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| COLORADO SCHOOL OF MINES | |||||||
| 1301 19TH ST | GOLDEN | CO | 80401 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $11,250 |
| GRAND CANYON UNIVERSITY | |||||||
| PO BOX 11590 | PHOENIX | AZ | 85061 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $2,500 |
| MONTANA STATE UNIVERSITY | |||||||
| 21 MONTANA HALL | BOZEMAN | MT | 59717 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,250 |
| UNIVERSITY OF UTAH | |||||||
| 201 S 1460 E ROOM 105 | SALT LAKE CITY | UT | 84112 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $5,750 |
| RED ROCKS | |||||||
| 13300 W 6TH AVE | LAKEWOOD | CO | 80228 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,500 |
| MORAVIAN UNIVERSITY | |||||||
| 1200 MAIN STREET | BETHLEHEM | PA | 18018 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,500 |
| UNIVERSITY OF COLORADO BOULDER | |||||||
| 77 UCB | BOULDER | CO | 80309 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $1,500 |
| METRO STATE UNIVERSITY | |||||||
| PO BOX 173362 | DENVER | CO | 80217 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $4,750 |
| OREGON STATE UNIVERSITY | |||||||
| PO BOX 1086 | CORVAILIS | OR | 97339 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $7,500 |
| COLORADO STATE UNIVERSITY | |||||||
| 6015 CAMPUS DELIVERY | FT COLLINS | CO | 80523 | NONE | PC | SCHOLARSHIPS FOR NEEDY INDIVIDUALS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,659 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,624 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $186,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,293 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PAUL ANNA LEE WHITE FAMILY CHARITA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US BANK 950 17TH ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $1,495 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $410 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,026,341 | BookValueAmt |
| EOYFMV | $1,118,202 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE EXPENSE | $502 | $502 |
| POSTAGE, MAILING SERVICE | $100 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,386 | Amt |
| Net Investment Income | $15,386 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD FROM DIVIDE | CategoryTxt |
| Amt | $548 | Amt |
| Net Investment Income | $548 | NetInvestmentIncomeAmt |