BETA

CITY CLUB FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CITY CLUB FOUNDATION (EIN 57-1190979)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-04
IRS object ID
202302779349100510
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-04T10:15:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH 17TH STREET SUITE 710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN571190979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY CLUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITYBusinessNameControlTxt
Phone6128042922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1671 BLACK BULL TRAILAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59718ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN N INGEMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6128042922PhoneNum
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastINGEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE O'NEILLPreparerPersonNm
PTINP01372721PTIN
Phone2157654600PhoneNum
Preparation2023-09-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,265,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$43,699DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,699DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,143NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$111,155GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,143CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,842TotalRevAndExpnssAmt
Total Net Invst Incm$82,842TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,470AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$735AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$735AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,289TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,675OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,660OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,434TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,395TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,434TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,395TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,408ExcessRevenueOverExpensesAmt
Net Investment Income$77,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,182CashBOYAmt
Cash EOY$94,790CashEOYAmt
Cash EOYFMV$94,790CashEOYFMVAmt
Other Investments BOY$1,051,493OtherInvestmentsBOYAmt
Other Investments EOY$980,862OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,170,753OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,069,675TotalAssetsBOYAmt
Total Assets EOY$1,075,652TotalAssetsEOYAmt
Total Assets EOYFMV$1,265,543TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,069,675NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,075,652NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,069,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,075,652TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,069,675TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,075,652TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,069,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,408ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,077,083SubtotalAmt
Other Decreases$1,431OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,075,652TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$110,461$72,012$38,449$38,449
CAPITAL GAINS DIVIDENDSP$694$694$694
FieldValueIRS element (for citing)
Capital Gain Net Income$39,143CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,077InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,077SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,077TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,230EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,430TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$353OverpaymentAmt
Applied To ES Tax$353AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS W INGEMANIndividualWithBooksNm
Phone6128042922PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1671 BLACK BULL TRAILAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59718ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN N INGEMAN
671 BLACK BULL TRAILBOZEMANMT59718TRUSTEE0.20$0$0$0
MELISSA N BLANK
608 WHEDBEE STFORT COLLINSCO80524TRUSTEE0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,173,516AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,223,556TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,223,556AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,205,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,077TaxBasedOnInvestmentIncomeAmt
Total Tax$1,077TotalTaxAmt
Distributable Before Adj$59,183DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,183DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,183DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$67,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,183DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,033ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,903ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,368ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,688ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,082TotalExcessDistributionCyovAmt
Qualifying Distributions$67,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,183AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,567RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$65,649TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,033ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$43,616ExcessDistriCyovToNextYrAmt
Excess From Year4$6,090ExcessFromYear4Amt
Excess From Year3$8,903ExcessFromYear3Amt
Excess From Year2$9,368ExcessFromYear2Amt
Excess From Year1$10,688ExcessFromYear1Amt
Excess From Current Year$8,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMO PARK ZOO & CONSERVATORY
1225 ESTABROOK DRIVEST PAULMN55103PCSUPPORTS, PRESERVES, AND ENHANCES THE ZOO AND CONSERVATORY FOR RESIDENTS OF ST PAUL, MN AND SURROUNDING AREA.$3,000
COURT APPOINTED SPECIAL ADVOCATES OF LARIMER COUNTY (CASA)
3105 EAST HARMONY ROADFORT COLLINSCO80528PCADVOCATES FOR SAFE, NURTURING AND PERMANENT CONNECTIONS TO FAMILY AND COMMUNITY SO CHILDREN WHO HAVE EXPERIENCED ABUSE AND NEGLECT HAVE THE OPPORTUNITY TO THRIVE. CASA UTILIZES A COURT APPOINTED SPECIAL ADVOCATES PROGRAM AND A SUPERVISED EXCHANGE AND VISITATION PROGRAM TO ACCOMPLISH ITS MISSION.$1,500
EAGLE MOUNT BOZEMAN
6901 GOLDENSTEIN LANEBOZEMANMT59715PCPROVIDES QUALITY THERAPEUTIC RECREATIONAL OPPORTUNITIES FOR PEOPLE WITH DISABILITIES AND YOUNG PEOPLE WITH CANCER WHILE ALSO PROVIDING SUPPORT FOR FAMILIES OF PARTICIPANTS. EAGLE MOUNT'S ACTIVITIES FOSTER FREEDOM, JOY, STRENGTH, FOCUS AND CONFIDENCE AND FOCUS ON PEOPLE'S ABILITIES WHILE GENTLY SUPPORTING THEIR DISABILITIES.$3,000
HAVEN
PO BOX 752BOZEMANMT59771PCPROVIDES SAFE INTERVENTION FOR SURVIVORS OF DOMESTIC VIOLENCE, STALKING AND SEXUAL ASSAULT AND ALSO WORKS TO PREVENT FUTURE VIOLENCE FROM OCCURRING. HAVEN IS COMMITTED TO REDUCING THE INCIDENCE AND MINIMIZING THE IMPACT OF DOMESTIC ABUSE ON FAMILIES AND COMMUNITIES BY PROVIDING EMERGENCY SHELTER, CRISIS INTERVENTION, 24-HOUR SUPPORT LINE, LEGAL ADVOCACY, ON-GOING SUPPORT AND COUNSELING FOR ADULTS AND CHILDREN, REFERRALS AND EDUCATION.$4,500
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11CENTER CITYMN55012PCTHE HAZELDEN BETTY FORD FOUNDATION IS A FORCE OF HEALING AND HOPE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES AFFECTED BY ADDICTION TO ALCOHOL AND DRUGS. THE FOUNDATION IS A LEADING NONPROFIT PROVIDER OF COMPREHENSIVE INPATIENT AND OUTPATIENT TREATMENT FOR ADULTS AND YOUTH AT LOCATIONS NATIONWIDE. THE FOUNDATION ALSO ENCOMPASSES A GRADUATE SCHOOL OF ADDICTION STUDIES, AN ADDICTION RESEARCH CENTER, RECOVERY ADVOCACY, PROFESSIONAL AND MEDICAL PROGRAMS, SCHOOL-BASED PREVENTION RESOURCES AND A SPECIALIZED PROGRAM FOR CHILDREN WHO GROW UP IN FAMILIES WITH ADDICTION.$7,000
KITTSON COUNTY HOSPICE
BOX 581HALLOCKMN56728PCSPECIALIZED HOSPICE CARE OF INDIVIDUALS IN THE LATER STAGES OF LIFE.$2,500
PATHWAYS HOSPICE
305 CARPENTER ROADFORT COLLINSCO80525PCPROVIDES HOSPICE CARE FOR DYING PERSONS AND THEIR FAMILIES THROUGHOUT THE LARIMER AND WELD COUNTY REGION AND MAKES GRIEF SUPPORT POSSIBLE TO FAMILY MEMBERS AND FRIENDS.$2,500
PROJECT SELF-SUFFICIENCY
375 WEST 37TH STREET 200LOVELANDCO80538PCSINGLE PARENT CAREER COUNSELING, JOB SEARCH, EMERGENCY FUNDS, AND EDUCATIONAL SCHOLARSHIPS IN COLORADO.$10,000
REDEEMER LUTHERAN CHURCH
7755 GREENSTONE TRAILFORT COLLINSCO80525PCPROVIDES FUNDS TO A YOUTH SCHOLARSHIP PROGRAM TO ASSIST YOUTH NEEDING FINANCIAL ASSISTANCE TO ATTEND CHURCH RETREATS, MISSION TRIPS, AND OTHER YOUTH MINISTRY ACTIVITIES.$8,000
ROUTT COUNTY UNITED WAY
443 OAK STREETSTEAMBOAT SPRINGSCO80477PCROUTT COUNTY UNITED WAY (COLORADO) INSPIRES, LEADS, AND UNITES PEOPLE, IDEAS, AND RESOURCES TO ADVANCE COMMUNITY IMPACT ON HEALTH, EDUCATION AND INCOME STABILITY.$5,000
UNITED WAY OF LARIMER COUNTY
525 WEST OAK STREET-SUITE 101FORT COLLINSCO80521PCUNITED WAY OF LARIMER COUNTY HELPS LOCAL CHILDREN AND FAMILIES SUCCEED IN SCHOOL, WORK AND LIFE BY TACKLING THE SOURCE OF COMMUNITY CHALLENGES AND DRIVING CHANGES TO LIVES AND COMMUNITY STRENGTHS IN THREE KEY WAYS: UNITING, HELPING AND EMPOWERING.$5,000
URBAN BOAT BUILDERS
2288 UNIVERSITY AVENUE WESTST PAULMN55114PCURBAN BOATBUILDERS PARTNERS WITH LOCAL MIDDLE SCHOOLS, HIGH SCHOOLS AND YOUTH-SERVING AGENCIES TO DELIVER ACADEMICALLY ENHANCED BOATBUILDING INSTRUCTION UTILIZING A STRATEGY FOR YOUTH TO LEARN, PRACTICE AND APPLY ACADEMIC CONCEPTS IN A CHALLENGING AND INNOVATIVE HANDS-ON ENVIRONMENT THAT COMPLEMENTS CLASSROOM LEARNING AND HELPS YOUTH DEVELOP SOCIAL AND LEADERSHIP SKILLS THAT LEAD TO A FINISHED PRODUCT.$7,000
MONTANA BALLET COMPANY
2304 NORTH 7TH AVENUE SUITE C3BOREMANMT59715PCPROVIDES THE HIGHEST CALIBER DANCE PERFORMANCES, OFFER THE FINEST QUALITY TRAINING, PROVIDE MEANINGFUL ACCESS TO THE ARTS, AND ENRICH THE MINDS AND SPIRITS OF OUR COMMUNITY OF DANCERS AND AUDIENCE MEMBERS ALIKE$5,000
CRAWFORD CHILD ADVOCACY CENTER
5529 S TIMBERLINE RDFORT COLLINSCO80528PCPREVENT AND RESPOND TO ABUSE AND VICTIMIZATION THROUGH PROVEN CHILD-CENTERED METHODS, PROFESSIONAL FORENSIC INTERVIEWS, AND COLLABORATIVE ADVOCACY$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,699ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,143ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,842ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,842TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX ACCOUNTING FEESCategoryTxt
Amt$1,470Amt
Net Investment Income$735NetInvestmentIncomeAmt
Disbursements Charitable Prps$735DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC COAT COST$65,664$22,623
HONEYWELL INTERNATIONAL, INC.AT COST$5,894$42,860
US BANCORPAT COST$16,843$21,805
EMERSON ELECTRIC COAT COST$30,325$53,793
PROCTOR & GAMBLE COAT COST$34,793$60,624
GILEAD SCIENCES INCAT COST$39,353$42,925
PFIZER, INCAT COST$30,433$51,240
VERIZON COMMUNICATIONSAT COST$40,017$31,520
LAMAR ADVERTISINGAT COST$39,875$49,560
NORTHWESTERN CORPAT COST$29,791$31,153
MERCK & CO.AT COST$34,908$66,570
COCO COLA COAT COST$39,719$57,885
JP MORGAN INC BUILDER SELECTAT COST$167,128$146,736
ABBVIE INC.AT COST$19,598$48,483
CVS/CAREMARK CORP.AT COST$55,031$70,358
PUBLIC STORAGE 5.15% PREFERREDAT COST$12,500$10,540
GUGGENHEIM TOTAL RET. BONDAT COST$20,000$17,179
CARDINAL HEALTH INC.AT COST$42,959$53,809
MICROSOFT CORPAT COST$22,258$59,955
FIDELITY STRATEGIC INCOME FUNDAT COST$24,028$21,306
SPDR PORTFOLIO S&P 500 HIGH DIVAT COST$54,052$55,808
RAYTHEON TECHNOLOGIES CORPAT COST$16,668$28,258
INVESCO PREFERRED ETFAT COST$9,893$7,267
VANGUARD HIGH DIVIDEND ETFAT COST$30,105$38,956
JP MORGAN MIDCAP GROWTHAT COST$49,027$34,694
JP MORGAN EQUITY PREMIUM INCOMEAT COST$50,000$44,846

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE IN BASIS OF CONTRIBUTED STOCKDesc
Amt$1,431Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ILLINOIS FOUNDATION FILING FEES$15$0$15
BANK AGENCY FEES$4,660$4,660$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$2,289Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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