A V HUNTER TRUST INCORPORATED: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- A V HUNTER TRUST INCORPORATED (EIN 84-0461332)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-26
- IRS object ID
- 202621469349100912
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T12:29:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | 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 | 840461332 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AV HUNTER TRUST INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVHU | BusinessNameControlTxt |
| Phone | 3033995450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH CHERRY STREET STE 535 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET WILLSON | PersonNm |
| Person Title | EXEC DIR/ SEC | PersonTitleTxt |
| Signature | 2026-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA MONTOYA | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2026-05-26 | 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 | $94,356,335 | 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 |
| Interest On Sav Rev And Expnss | $66,941 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,941 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,955,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,955,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,697,865 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,406,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,572,981 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,428,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,337,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $359,265 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,963 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $331,302 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $346,880 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,661 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $342,219 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $214,659 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,241 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $208,418 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $468 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,429 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,995 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,174 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,311 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,732 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,579 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,179 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,179 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,383 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,320,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,026,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,026,358 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,026,358 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,346,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,052,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,081,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,151,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $328,322 | CashBOYAmt |
| Cash EOY | $321,343 | CashEOYAmt |
| Cash EOYFMV | $321,343 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $672,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $910,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $913,256 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $939,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $810,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,072,479 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $65,909,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,026,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,976,580 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,839 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,839 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $209,276 | OtherAssetsBOYAmt |
| Other Assets EOY | $72,677 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $72,677 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,059,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,141,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,356,335 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $68,059,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,141,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,059,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,141,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,059,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,141,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,059,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,081,521 | ExcessRevenueOverExpensesAmt |
| Subtotal | $72,141,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $72,141,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,697,865 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $113,310 | SubtotalAmt |
| Tax Based On Investment Income | $113,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,950 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,360 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $113,310 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 |
| Website Address | WWW.AVHUNTERTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | JANET WILLSON | IndividualWithBooksNm |
| Phone | 3033995450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 S CHERRY STREET SUITE 535 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEREMY O MAY | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | PRESIDENT | 1.00 | $20,000 | $0 | $0 |
| BRUCE K ALEXANDER | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | VICE PRESIDE | 1.00 | $20,000 | $0 | $0 |
| ALLAN B ADAMS | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | TREASURER | 1.00 | $20,000 | $0 | $0 |
| JEREMY HELD | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| MARY K ANSTINE | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | TRUSTEE | 1.00 | $20,000 | $0 | $0 |
| JANET WILLSON | ||||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | EXEC DIR/ SE | 40.00 | $259,265 | $59,397 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| RYAN CAMPBELL | |||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | SR. PROGRAM | 40.00 | $124,292 | $29,878 |
| NICOLE CAPAGE-BROWN | |||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | PROGRAM OFFI | 40.00 | $98,543 | $21,737 |
| CYNTHIA SPRINGSTEEN | |||||||
| 650 S CHERRY STREET SUITE 535 | DENVER | CO | 80246 | CONTROLLER | 30.00 | $93,222 | $22,408 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 EAST TUFTS AVESTE 700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVI | ServiceTypeTxt |
| Compensation | $64,094 | CompensationAmt |
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 | $89,268,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,866,238 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $89,866,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,347,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,518,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,425,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,425,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,310 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,217 | IncomeTaxAmt |
| Total Tax | $116,527 | TotalTaxAmt |
| Distributable Before Adj | $4,309,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,309,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,309,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,052,601 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,052,601 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,309,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,926,220 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,052,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,926,220 | AppliedToYear1Amt |
| Applied To Current Year | $126,381 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,183,004 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | J WILLSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SOUTH CHERRY STREET SUITE 535 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3033995450 | RecipientPhoneNum |
| Form And Info And Materials | THE TRUST ONLY ACCEPTS LETTERS OF INQUIRY, GRANT APPLICATIONS, AND GRANT REPORTS ONLINE. APPLICANT ORGANIZATIONS THAT HAVE NOT BEEN FUNDED BY THE A.V. HUNTER TRUST IN THE PREVIOUS CALENDAR YEAR MUST CALL THE TRUST OFFICE TO DETERMINE IF THE APPLICANT ORGANIZATION IS A FIT WITH THE TRUST'S FUNDING PRIORITIES, AND SUBMIT AN INITIAL LETTER OF INQUIRY. DETAILED INSTRUCTIONS ARE AVAILABLE ON THE TRUST'S WEBSITE: AVHUNTERTRUST.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE APPROVED FOR FUNDING IN FEBRUARY, MAY, AUGUST AND NOVEMBER OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST FUNDS GENERAL OPERATING AND PROGRAM SUPPORT. THE TRUST WILL CONSIDER ONLY ONE REQUEST FROM AN ORGANIZATION DURING ANY CALENDAR YEAR. ORGANIZATIONS MUST HAVE BEEN OPERATING AS A 501(C)(3) FOR AT LEAST THREE YEARS AND, IF A NEW APPLICANT, CANNOT HAVE HAD AN OPERATING DEFICIT FOR THE LAST TWO COMPLETED FISCAL YEARS. THE TRUST DOES NOT ACCEPT PROPOSALS FROM ORGANIZATIONS USING A FISCAL AGENT OR FISCAL SPONSOR. APPLICANTS MUST BE LOCATED WITHIN THE STATE OF COLORADO AND BENEIFT COLORADO RESIDENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 THE CHILDREN | ||||||
| 129 COUNTY ROAD 250 | DURANGO | CO | 81301 | PC | GENERAL OPERATING | $10,000 |
| 60 RIDE | ||||||
| 800 8TH AVE SUITE 229 | GREELEY | CO | 80631 | PC | GENERAL OPERATING | $20,000 |
| A LITTLE HELP | ||||||
| 2755 S LOCUST ST STE 2 | DENVER | CO | 80222 | PC | GENERAL OPERATING | $45,000 |
| ACCESS AFTERSCHOOL | ||||||
| PO BOX 3141 | GLENWOOD SPRINGS | CO | 81602 | PC | GENERAL OPERATING | $10,000 |
| ADAMS COUNTY FOOD BANK | ||||||
| 7111 E 56TH AVE | COMMERCE CITY | CO | 80022 | PC | GENERAL OPERATING | $10,000 |
| ADAPTIVE SPORTS ASSOCIATION | ||||||
| PO BOX 1884 | DURANGO | CO | 81302 | PC | GENERAL OPERATING | $10,000 |
| ADVOCATE SAFEHOUSE PROJECT | ||||||
| PO BOX 2036 | GLENWOOD SPRINGS | CO | 81602 | PC | GENERAL OPERATING | $40,000 |
| ADVOCATES FOR A VIOLENCE-FREE COMMU | ||||||
| PO BOX 155 | HOT SULPHUR SPRINGS | CO | 80451 | PC | GENERAL OPERATING | $20,000 |
| ADVOCATES OF LAKE COUNTY INC | ||||||
| PO BOX 325 | LEADVILLE | CO | 80461 | PC | GENERAL OPERATING | $20,000 |
| ALAMOSA SENIOR CITIZENS INC | ||||||
| 92 COLORADO AVE | ALAMOSA | CO | 81101 | PC | GENERAL OPERATING | $10,000 |
| ALTERNATIVE HORIZONS CORPORATION | ||||||
| PO BOX 503 | DURANGO | CO | 81302 | PC | GENERAL OPERATING | $40,000 |
| ASSISTANCE LEAGUE OF DENVER | ||||||
| 6265 E EVANS AVENUE SUI | DENVER | CO | 80222 | PC | GENERAL OPERATING | $20,000 |
| ASSISTANCE LEAGUE OF PUEBLO | ||||||
| 1112 PUEBLO BLVD WAY | PUEBLO | CO | 81005 | PC | GENERAL OPERATING | $10,000 |
| ATHLETICS & BEYOND | ||||||
| 4990 NOME STREET UNIT C | DENVER | CO | 802392736 | PC | GENERAL OPERATING | $10,000 |
| BABY BEAR HUGS | ||||||
| 201 S MAIN ST | YUMA | CO | 80759 | PC | GENERAL OPERATING | $30,000 |
| B-COS WE CARE FOR OUR COMMUNITY | ||||||
| PO BOX 1843 | COLORADO SPRINGS | CO | 80901 | PC | GENERAL OPERATING | $10,000 |
| BE THE SOURCE | ||||||
| 3879 E 120TH AVE 218 | THORNTON | CO | 80233 | PC | GENERAL OPERATING | $20,000 |
| BEYONDHOME | ||||||
| PO BOX 740130 | ARVADA | CO | 80006 | PC | GENERAL OPERATING | $37,500 |
| BIG BROTHERS BIG SISTERS OF SOUTHWE | ||||||
| PO BOX 2154 | DURANGO | CO | 81302 | PC | GENERAL OPERATING | $10,000 |
| BOYS & GIRLS CLUB OF FREMONT COUNTY | ||||||
| PO BOX 1537 | CANON CITY | CO | 812151537 | PC | GENERAL OPERATING | $15,000 |
| BOYS & GIRLS CLUBS OF CHAFFEE COUNT | ||||||
| PO BOX 1430 709 PALMER S | SALIDA | CO | 81201 | PC | GENERAL OPERATING | $25,000 |
| BOYS & GIRLS CLUBS OF LA PLATA COUN | ||||||
| 2750 MAIN AVENUE | DURANGO | CO | 81301 | PC | GENERAL OPERATING | $20,000 |
| BOYS & GIRLS CLUBS OF NORTHWEST COL | ||||||
| PO BOX 1251 | CRAIG | CO | 81626 | PC | GENERAL OPERATING | $45,000 |
| BRIGHT FUTURE FOUNDATION | ||||||
| PO BOX 2558 | AVON | CO | 81620 | PC | GENERAL OPERATING | $42,500 |
| CANON LITERACY CENTER INC | ||||||
| PO BOX 1793 | CANON CITY | CO | 81215 | PC | GENERAL OPERATING | $10,000 |
| CAPITOL HILL COMMUNITY SERVICES | ||||||
| 3615 S HURON ST 206 | ENGLEWOOD | CO | 80110 | PC | GENERAL OPERATING | $22,500 |
| CASA OF LARIMER COUNTY | ||||||
| 3105 EAST HARMONY ROAD | FORT COLLINS | CO | 80528 | PC | GENERAL OPERATING | $32,500 |
| CASA OF PUEBLO | ||||||
| 130 W ABRIENDO AVE | PUEBLO | CO | 81004 | PC | GENERAL OPERATING | $25,000 |
| CASA OF THE CONTINENTAL DIVIDE | ||||||
| PO BOX 2092 | DILLON | CO | 80435 | PC | GENERAL OPERATING | $17,500 |
| CLIFTON CHRISTIAN CHURCH FOOD BANK | ||||||
| 3241 F 1/4 ROAD | CLIFTON | CO | 81520 | PC | GENERAL OPERATING | $15,000 |
| CLOTHES TO KIDS OF DENVER INC | ||||||
| PO BOX 100874 | DENVER | CO | 80250 | PC | GENERAL OPERATING | $15,000 |
| CLOUD CITY CONSERVATION CENTER | ||||||
| PO BOX 459 | LEADVILLE | CO | 80461 | PC | GENERAL OPERATING | $15,000 |
| COAL CREEK MEALS ON WHEELS | ||||||
| 455 N BURLINGTON AVE | LAFAYETTE | CO | 80026 | PC | GENERAL OPERATING | $30,000 |
| COLORADO EAST COMMUNITY ACTION AGEN | ||||||
| PO BOX 1214 | LIMON | CO | 80828 | PC | GENERAL OPERATING | $25,000 |
| COLORADO FOUNDATION FOR CONDUCTIVE | ||||||
| 2897 TWIN LAKES CIRCLE | LAFAYETTE | CO | 80026 | PC | GENERAL OPERATING | $22,500 |
| COMMUNITY FOOD BANK | ||||||
| PO BOX 3614 | GRAND JUNCTION | CO | 81502 | PC | GENERAL OPERATING | $20,000 |
| CONSTRUCTION EDUCATION FOUNDATION O | ||||||
| 1114 W 7TH AVE STE 200 | DENVER | CO | 80204 | PC | GENERAL OPERATING | $10,000 |
| COUNSELING AND EDUCATION CENTER | ||||||
| 2708 PATTERSON ROAD | GRAND JUNCTION | CO | 81506 | PC | GENERAL OPERATING | $30,000 |
| CROSSROADS SAFEHOUSE INC | ||||||
| PO BOX 993 | FORT COLLINS | CO | 80522 | PC | GENERAL OPERATING | $55,000 |
| CUSTER COUNTY COMMUNITY SHARING CEN | ||||||
| PO BOX 1592 | WESTCLIFFE | CO | 81252 | PC | GENERAL OPERATING | $20,000 |
| DENVER SANTA CLAUS SHOP | ||||||
| PO BOX 102104 | DENVER | CO | 80250 | PC | GENERAL OPERATING | $10,000 |
| FAMILIES PLUS | ||||||
| 2050 S MAIN ST UNIT B | DELTA | CO | 81416 | PC | GENERAL OPERATING | $15,000 |
| FOSTER ALUMNI MENTORS | ||||||
| 529 25 1/2 ROAD STE B-10 | GRAND JUNCTION | CO | 81505 | PC | GENERAL OPERATING | $15,000 |
| FOSTERING HOPE FOUNDATION | ||||||
| 111 S TEJON STREET SUIT | COLORADO SPRINGS | CO | 80903 | PC | GENERAL OPERATING | $25,000 |
| FOUR CORNERS CHILD ADVOCACY CENTER | ||||||
| 118 NORTH CHESTNUT | CORTEZ | CO | 81321 | PC | GENERAL OPERATING | $27,500 |
| FRESH START CENTER | ||||||
| 7375 ADVENTURE WAY | COLORADO SPRINGS | CO | 80923 | PC | GENERAL OPERATING | $15,000 |
| FULL CIRCLE OF LAKE COUNTY INC | ||||||
| PO BOX 622 | LEADVILLE | CO | 80461 | PC | GENERAL OPERATING | $30,000 |
| GRAND COUNTY RURAL HEALTH NETWORK | ||||||
| PO BOX 95 | HOT SULPHUR SPRINGS | CO | 80451 | PC | GENERAL OPERATING | $45,000 |
| GREELEY FAMILY HOUSE | ||||||
| 1206 10TH STREET | GREELEY | CO | 80631 | PC | GENERAL OPERATING | $27,500 |
| HARMONY ACRES EQUESTRIAN CENTER | ||||||
| PO BOX 38 | FRUITA | CO | 81521 | PC | GENERAL OPERATING | $15,000 |
| HAVEN HOUSE OF MONTROSE INC | ||||||
| PO BOX 3122 | MONTROSE | CO | 81402 | PC | GENERAL OPERATING | $27,500 |
| HELP & HOPE CENTER | ||||||
| 1638 PARK STREET | CASTLE ROCK | CO | 80109 | PC | GENERAL OPERATING | $27,500 |
| HIGH VALLEY COMMUNITY CENTER INC | ||||||
| 595 GRAND AVE | DEL NORTE | CO | 81132 | PC | GENERAL OPERATING | $45,000 |
| HOME BUILDERS FOUNDATION | ||||||
| 6851 S HOLLY CIRCLE SUI | CENTENNIAL | CO | 80112 | PC | GENERAL OPERATING | $50,000 |
| HOUSE OF NEIGHBORLY SERVICE | ||||||
| 1511 EAST 11TH STREET ST | LOVELAND | CO | 80537 | PC | GENERAL OPERATING | $62,500 |
| INTEGRATED FAMILY COMMUNITY SERVICE | ||||||
| 3370 SOUTH IRVING STREET | ENGLEWOOD | CO | 80110 | PC | GENERAL OPERATING | $35,000 |
| JEFFCO EATS | ||||||
| 1390 BRENTWOOD ST | LAKEWOOD | CO | 80214 | PC | GENERAL OPERATING | $10,000 |
| KARIS COMMUNITY | ||||||
| 1361 DETROIT STREET | DENVER | CO | 80206 | PC | GENERAL OPERATING | $27,500 |
| KENZI'S CAUSES | ||||||
| 2230 SOUTH FRASER STREET | AURORA | CO | 80014 | PC | GENERAL OPERATING | $20,000 |
| KIDS AT THEIR BEST | ||||||
| PO BOX 382 | FORT MORGAN | CO | 80701 | PC | GENERAL OPERATING | $10,000 |
| LA PLATA FAMILY CENTERS COALITION | ||||||
| 10 TOWN PLAZA 316 | DURANGO | CO | 81301 | PC | GENERAL OPERATING | $35,000 |
| LA PLATA YOUTH SERVICES INC | ||||||
| 2490 MAIN AVENUE | DURANGO | CO | 81301 | PC | GENERAL OPERATING | $37,500 |
| LA PUENTE HOME INC | ||||||
| PO BOX 1235 | ALAMOSA | CO | 81101 | PC | GENERAL OPERATING | $85,000 |
| LEAF LYONS ELEVATING ALL FUND | ||||||
| PO BOX 324 | LYONS | CO | 80540 | PC | GENERAL OPERATING | $10,000 |
| LIFE STORIES CHILD & FAMILY ADVOCAC | ||||||
| 1640 25TH AVENUE | GREELEY | CO | 80634 | PC | GENERAL OPERATING | $37,500 |
| LIFTUP OF ROUTT COUNTY | ||||||
| 2125 CURVE COURT | STEAMBOAT SPRINGS | CO | 80487 | PC | GENERAL OPERATING | $30,000 |
| LITERACY OUTREACH | ||||||
| 1127 SCHOOL STREET | GLENWOOD SPRINGS | CO | 81601 | PC | GENERAL OPERATING | $10,000 |
| LOAVES AND FISHES MINISTRIES OF FRE | ||||||
| 241 JUSTICE CENTER RD | CANON CITY | CO | 81212 | PC | GENERAL OPERATING | $37,500 |
| MANNA | ||||||
| PO BOX 1196 | DURANGO | CO | 81302 | PC | GENERAL OPERATING | $67,500 |
| MEDICINE HORSE CENTER | ||||||
| PO BOX 1074 | MANCOS | CO | 81328 | PC | GENERAL OPERATING | $20,000 |
| NEDERLAND AREA SENIORS | ||||||
| PO BOX 188 | NEDERLAND | CO | 80466 | PC | GENERAL OPERATING | $10,000 |
| NEDERLAND FOOD PANTRY | ||||||
| PO BOX 154 | NEDERLAND | CO | 80466 | PC | GENERAL OPERATING | $15,000 |
| NORTHERNERS SENIOR CITIZENS INC | ||||||
| P O BOX 308 | LA JARA | CO | 81140 | PC | GENERAL OPERATING | $10,000 |
| ONE TO ONE MENTORING | ||||||
| PO BOX 1574 | TELLURIDE | CO | 81435 | PC | GENERAL OPERATING | $10,000 |
| OUTDOOR BUDDIES INC | ||||||
| 4927 E COUNTY RD 36 SUI | FORT COLLINS | CO | 80528 | PC | GENERAL OPERATING | $10,000 |
| PARTNERS | ||||||
| 530 SOUTH COLLEGE AVENUE | FORT COLLINS | CO | 80524 | PC | GENERAL OPERATING | $45,000 |
| PARTNERS FOR YOUTH | ||||||
| PO BOX 774325 | STEAMBOAT SPRINGS | CO | 80477 | PC | GENERAL OPERATING | $20,000 |
| PARTNERS OF DELTA MONTROSE AND OUR | ||||||
| 315 S 7TH ST | MONTROSE | CO | 81401 | PC | GENERAL OPERATING | $15,000 |
| PHILLIPS COUNTY FAMILY EDUCATION SE | ||||||
| PO BOX 365 | HOLYOKE | CO | 80734 | PC | GENERAL OPERATING | $15,000 |
| PRAIRIE FAMILY CENTER | ||||||
| 1040 ROSE AVE | BURLINGTON | CO | 80807 | PC | GENERAL OPERATING | $25,000 |
| PRO BONO PROJECT OF MESA COUNTY IN | ||||||
| 1129 COLORADO AVE | GRAND JUNCTION | CO | 81501 | PC | GENERAL OPERATING | $20,000 |
| PROJECT HOPE OF GUNNISON VALLEY | ||||||
| PO BOX 1812 | GUNNISON | CO | 81230 | PC | GENERAL OPERATING | $30,000 |
| PUEBLO CHILD ADVOCACY CENTER | ||||||
| 301 W 13TH STREET | PUEBLO | CO | 81003 | PC | GENERAL OPERATING | $15,000 |
| REACHING OUT TO COMMUNITY AND KIDS | ||||||
| PO BOX 364 | DOVE CREEK | CO | 81324 | PC | GENERAL OPERATING | $10,000 |
| RECOVERY CAF LONGMONT | ||||||
| 402 KIMBARK STREET | LONGMONT | CO | 80501 | PC | GENERAL OPERATING | $10,000 |
| RESPITE CARE INC | ||||||
| 5000 VISTA DEL PICO DR | TIMNATH | CO | 80547 | PC | GENERAL OPERATING | $20,000 |
| RISE ABOVE VIOLENCE | ||||||
| PO BOX 2913 | PAGOSA SPRINGS | CO | 81147 | PC | GENERAL OPERATING | $20,000 |
| RIVER BRIDGE REGIONAL CENTER | ||||||
| 520 21ST STREET | GLENWOOD SPRINGS | CO | 81601 | PC | GENERAL OPERATING | $37,500 |
| RIVER CENTER OF NEW CASTLE | ||||||
| PO BOX 272 | NEW CASTLE | CO | 81647 | PC | GENERAL OPERATING | $25,000 |
| RIVERSIDE EDUCATION CENTERS | ||||||
| PO BOX 4367 | GRAND JUNCTION | CO | 81502 | PC | GENERAL OPERATING | $80,000 |
| SHARE INC | ||||||
| P O BOX 414 | FORT MORGAN | CO | 80701 | PC | GENERAL OPERATING | $40,000 |
| SACRED HEART HOUSE OF DENVER | ||||||
| PO BOX 1679 | DENVER | CO | 80201 | PC | GENERAL OPERATING | $15,000 |
| SAFE SHELTER OF ST VRAIN VALLEY | ||||||
| PO BOX 231 | LONGMONT | CO | 80502 | PC | GENERAL OPERATING | $12,500 |
| SAFEHOUSE DENVER INC | ||||||
| 1649 N DOWNING STREET | DENVER | CO | 80218 | PC | GENERAL OPERATING | $35,000 |
| SAFEHOUSE PROGRESSIVE ALLIANCE FOR | ||||||
| 835 NORTH STREET | BOULDER | CO | 80304 | PC | GENERAL OPERATING | $32,500 |
| SARA INC | ||||||
| PO BOX 633 | FORT MORGAN | CO | 80701 | PC | GENERAL OPERATING | $42,500 |
| SENIOR SERVICES SOLUTIONS PLUS | ||||||
| 321 NORTH COTTONWOOD AVEN | CANON CITY | CO | 81212 | PC | GENERAL OPERATING | $20,000 |
| SIX POINTS EVALUATION AND TRAINING | ||||||
| PO BOX 1002 | GUNNISON | CO | 81230 | PC | GENERAL OPERATING | $30,000 |
| SPARROW HOUSE MINISTRIES | ||||||
| PO BOX 983 | LAMAR | CO | 81052 | PC | GENERAL OPERATING | $20,000 |
| ST GEORGE COMMUNITY MEALS | ||||||
| PO BOX 243 | LEADVILLE | CO | 80461 | PC | GENERAL OPERATING | $30,000 |
| SUN VALLEY YOUTH CENTER | ||||||
| 2728 W HOLDEN PLACE | DENVER | CO | 80204 | PC | GENERAL OPERATING | $30,000 |
| TELLER SENIOR COALITION | ||||||
| PO BOX 845 | DIVIDE | CO | 808140845 | PC | GENERAL OPERATING | $25,000 |
| THE BRIDGE EMERGENCY SHELTER | ||||||
| 735 N PARK ST | CORTEZ | CO | 81321 | PC | GENERAL OPERATING | $20,000 |
| THE CONFLICT CENTER | ||||||
| 4140 TEJON STREET | DENVER | CO | 80211 | PC | GENERAL OPERATING | $20,000 |
| THE CRAWFORD CHILD ADVOCACY CENTER | ||||||
| 5529 TIMBERLINE RD | FORT COLLINS | CO | 80528 | PC | GENERAL OPERATING | $10,000 |
| THE INITIATIVE | ||||||
| 9250 E COSTILLA AVENUE | GREENWOOD VILLAGE | CO | 80112 | PC | GENERAL OPERATING | $20,000 |
| TRI-COUNTY FAMILY CARE CENTER | ||||||
| 512 1/2 N MAIN | ROCKY FORD | CO | 81067 | PC | GENERAL OPERATING | $30,000 |
| TRI-LAKES CARES | ||||||
| PO BOX 1301 | MONUMENT | CO | 80132 | PC | GENERAL OPERATING | $35,000 |
| TRUE NORTH YOUTH PROGRAM | ||||||
| PO BOX 2072 | TELLURIDE | CO | 81435 | PC | GENERAL OPERATING | $12,500 |
| VOYAGER YOUTH PROGRAM | ||||||
| PO BOX 709 | RIDGWAY | CO | 81432 | PC | GENERAL OPERATING | $20,000 |
| WEST END FAMILY LINK CENTER | ||||||
| PO BOX 602 | NUCLA | CO | 81424 | PC | GENERAL OPERATING | $15,000 |
| WESTERN SLOPE CENTER FOR CHILDREN | ||||||
| 2350 G ROAD | GRAND JUNCTION | CO | 81505 | PC | GENERAL OPERATING | $32,500 |
| YOUTH CLUB OF TRINIDAD | ||||||
| 204 E KANSAS AVE | TRINIDAD | CO | 81082 | PC | GENERAL OPERATING | $10,000 |
| PHILANTHROPY COLORADO | ||||||
| 5855 WADSWORTH BYPASS SU | ARVADA | CO | 80003 | PC | GENERAL OPERATING | $5,250 |
| ASSOCIATION OF FUNDRAISING PROFESSI | ||||||
| PO BOX 24745 | DENVER | CO | 802240745 | PC | GENERAL OPERATING | $2,500 |
| COMMUNITY RESOURCE CENTER | ||||||
| 303 E 17TH AVE STE 405 | DENVER | CO | 802031258 | PC | GENERAL OPERATING | $5,000 |
| SPECIAL REQUESTS FOR INDIVIDUALS | ||||||
| 650 S CHERRY | GLENDALE | CO | 80246 | PC | SUPPORT FOR INDIGENT PERSONS IN CO | $208,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,026,358 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,941 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,572,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $257,393 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,697,865 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| INCOME FRM PASS-THROUGH 990 | ||
| MAKENA SPLITTER | 523000 | -$50,013 |
| BOW RIVER RE FUND II | 523000 | -$24,574 |
| BOW RIVER RE FUND I | 523000 | -$12,105 |
| AGILITY | 523000 | -$80,032 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $90,669 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,337,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,428,456 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KUNDINGER, CORDER & MONTOYA, PC | $29,300 | $8,790 | $20,510 |
| ADP PAYROLL SERVICE | $3,190 | $3,190 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| MAKENA SPLITTER | PURCHASE | $23 | $23 |
| MAKENA SPLITTER | PURCHASE | $16,297 | $16,297 |
| BOW RIVER RE FUND II | PURCHASE | $22,218 | $22,218 |
| CERITY | PURCHASE | $30,615 | $30,615 |
| CERITY | PURCHASE | $188,240 | $188,240 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD INDEX FUND | StockNm |
| EOY Book Value | $810,348 | EOYBookValueAmt |
| EOYFMV | $1,072,479 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAKENA CAPITAL | AT COST | $1,706,388 | $2,897,986 |
| PEG GLOBAL | AT COST | $1,977,697 | $2,929,078 |
| ROYALTY INTEREST | AT COST | $435 | $25,000 |
| BOW RIVER REAL ESTATE FUND II | AT COST | $301,533 | $395,547 |
| BOW RIVER REAL ESTATE FUND I | AT COST | $14,764 | $26,997 |
| BOW RIVER 2017-QP | AT COST | $1,410,256 | $1,282,607 |
| AGILITY COMPREHENSIVE SOLUTIONS FUND | AT COST | $64,615,262 | $84,419,365 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $29,839 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $29,839 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & HART | CategoryTxt |
| Legal Fees | $468 | LegalFeesAmt |
| Disbursements Charitable Prps | $468 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $209,276 | BOYBookValueAmt |
| EOY Book Value | $72,677 | EOYBookValueAmt |
| EOYFMV | $72,677 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $5,273 | $5,273 |
| DOCUVAULT | $110 | $110 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION ROYALTY INCOME | $37,599 | $37,599 |
| MISCELLANEOUS | $1,158 | $1,158 |
| INC FROM PASS-THROUGH ENTITY | $1,534,224 | $1,534,224 |
| MAKENA SPLITTER | -$50,013 | |
| BOW RIVER RE FUND II | -$24,574 | |
| BOW RIVER RE FUND I | -$12,105 | |
| AGILITY | -$80,032 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERITY PARTNERS LLC | $64,094 | $64,094 | |
| PEG GLOBAL | $23,690 | $23,690 | |
| BOK TRUST SERVICES | $1,650 | $1,650 | |
| ROCKY MOUNTAIN TECH TEAM | $9,720 | $9,720 | |
| 3G CONSULTING | $2,025 | $2,025 | |
| BAREFOOT PUBLIC RELATIONS | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $38,174 | $38,174 |
| 2024 FEDERAL EXCISE TAX PAID | $14,333 | |
| 2025 ESTIMATED EXCISE TAX PAID | $62,950 | |
| 2024 FEDERAL UBTI TAX PAID | $11,483 | |
| 2025 ESTIMATED UBTI TAX PAID | $16,008 | |
| 2024 STATE TAX PAID | $3,565 |