H5 FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- H5 FOUNDATION (EIN 46-1638726)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104672
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases 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 | 2023-11-14T13:34:50-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883282000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karen E Sonnier CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16566 W 85th Ln Unit B | AddressLine1Txt |
| City | Arvada | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461638726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H5 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | H5FO | BusinessNameControlTxt |
| Phone | 3035498989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10320 N Chatfield Dr | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Haber | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 3035498989 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Haber | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen E Sonnier CPA | PreparerPersonNm |
| PTIN | P00124993 | PTIN |
| Phone | 3039554650 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,006,076 | 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 | $255,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,918 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $214,588 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,223 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $111 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $44,922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,758 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $531,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $111 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,594 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,594 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,082 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,111 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,279 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,279 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,111 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $363,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $208,175 | CashBOYAmt |
| Cash EOY | $5,239 | CashEOYAmt |
| Cash EOYFMV | $5,239 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,432,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,000,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,000,837 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,640,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,006,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,006,076 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,640,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,006,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,640,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,006,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,640,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,006,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,640,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $363,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,658 | OtherIncreasesAmt |
| Subtotal | $3,006,094 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,006,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pass Through from CAZ GP Class D | P | 2021-12-31 | 2022-12-31 | $949 | $0 | $0 | $949 | $0 | $0 | $0 | $949 |
| Pass Through from CAZ GP Class D | P | 2022-06-01 | 2022-12-31 | $52 | $0 | $0 | $52 | $0 | $0 | $0 | $52 |
| Pass Through from CAZ GP Class D | P | 2021-12-31 | 2022-12-31 | $75 | $0 | $0 | $75 | $0 | $0 | $0 | $75 |
| Pass Through from CAZ GP Class D, Sec. 1256 LTCG | P | 2021-12-31 | 2022-12-31 | $88 | $0 | $0 | $88 | $0 | $0 | $0 | $88 |
| Pass Through from CAZ GP Class D, Sec. 1256 STCG | P | 2022-06-01 | 2022-12-31 | $59 | $0 | $0 | $59 | $0 | $0 | $0 | $59 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,223 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $111 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,000 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Dave Haber | IndividualWithBooksNm |
| Phone | 3035498989 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10320 N Chatfield Dr | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80125 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| David D Haber | ||||||||
| 10320 N Chatfield Dr | LIttleton | CO | 80125 | Director | 2.00 | $0 | $0 | $0 |
| Laura T Haber | ||||||||
| 10320 N Chatfield Dr | Littleton | CO | 80125 | Director | 2.00 | $0 | $0 | $0 |
| Danielle M Derner | ||||||||
| 10320 N Chatfield Dr | Littleton | CO | 80125 | Director | 0.25 | $0 | $0 | $0 |
| Kara L Haber | ||||||||
| 10320 N Chatfield Dr | Littleton | CO | 80125 | Director | 1.00 | $0 | $0 | $0 |
| Kevin J Haber | ||||||||
| 10320 N Chatfield Dr | Littleton | CO | 80125 | Director | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,000,837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,107,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,107,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,613 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,060,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $153,047 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $153,047 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $153,047 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,334 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $129,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,047 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,334 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,713 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David D Haber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| National Sports Center for the Disabled | ||||||
| 33 Parsenn Rd PO Box 1290 | Winter Park | CO | 80482 | PC | Charitable | $4,000 |
| Denver Rescue Mission | ||||||
| PO Box 5206 | Denver | CO | 80217 | PC | Charitable | $1,000 |
| Cross Catholic Outreach | ||||||
| PO Box 97168 | Washington | DC | 20077 | PC | Charitable | $500 |
| St Jude Children's Research Hospital | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | PC | Charitable | $1,000 |
| Wounded Warrior Project | ||||||
| 4899 Belfort Rd Suite 300 | Jacksonville | FL | 32256 | PC | Charitable | $3,000 |
| American Cancer Society | ||||||
| 2120 First Avenue North | Seattle | WA | 98109 | PC | Charitable | $150 |
| Salvation Army | ||||||
| 1370 Pennsylvania St | Denver | CO | 80203 | PC | Charitable | $500 |
| American Heart Assoc | ||||||
| PO Box 78851 | Phoenix | AZ | 85062 | PC | Charitable | $150 |
| St Mark Catholic Church | ||||||
| 9905 Foothills Canyon Blvd | Highlands Ranch | CO | 80129 | PC | Religious | $6,800 |
| St Francis Center | ||||||
| 1835 S Hope St | Los Angeles | CA | 90015 | PC | Charitable | $1,000 |
| Gateway Domestic Violence Services | ||||||
| PO Box 914 | Aurora | CO | 80040 | PC | Charitable | $1,500 |
| Families of Character | ||||||
| 4643 S Ulster St Suite 1040 | Denver | CO | 80237 | PC | Charitable | $15,000 |
| American Red Cross | ||||||
| 444 Sherman St | Denver | CO | 80203 | PC | Charitable | $1,000 |
| American Diabetes | ||||||
| 2460 W 26th Ave 500C | Denver | CO | 80211 | PC | Charitable | $500 |
| St Anne | ||||||
| PO Box 2029 | Granby | CO | 80446 | PC | Religious | $2,500 |
| Forest Park Conf & Retreat Center | ||||||
| 3158 SE 10th St | Topeka | KS | 66607 | PC | Charitable | $1,500 |
| MD Anderson | ||||||
| PO Box 4464 Houston | Houston | TX | 77210 | PC | Charitable | $1,000 |
| Seeds of Hope | ||||||
| 3801 E Florida Ave | Denver | CO | 80210 | PC | Charitable | $2,500 |
| Susan G Komen | ||||||
| 50 S Steele St Suite 100 | Denver | CO | 80209 | PC | Charitable | $1,000 |
| Livestrong | ||||||
| PO Box 97279 | Washington | DC | 20077 | PC | Charitable | $250 |
| Project CURE | ||||||
| 10377 E Geddes Ave | Centennial | CO | 80112 | PC | Charitable | $1,500 |
| Adopt a Village Intl | ||||||
| PO Box 26599 | Colo Spgs | CO | 80936 | PC | Charitable | $1,500 |
| Womens Bean Project | ||||||
| 3201 Curtis St | Denver | CO | 80205 | PC | Charitable | $5,000 |
| Alternatives Pregnancy Center | ||||||
| 1440 Blake St 200 | Denver | CO | 80202 | PC | Charitable | $3,000 |
| CO Coalition of Homeless | ||||||
| PO Box 1560 Denver | Denver | CO | 80201 | PC | Charitable | $1,000 |
| Boys Hope Girls Hope of Colorado | ||||||
| 7060 E Hampden Ave 203 | Denver | CO | 80224 | PC | Charitable | $1,500 |
| Cross Purpose | ||||||
| 3050 Richard Allen Ct | Denver | CO | 80205 | PC | Charitable | $1,000 |
| CO USC & Real Madrid Foundation | ||||||
| 2090 S Galapago St | Denver | CO | 80223 | PC | Charitable | $35,000 |
| Dirt Coffee | ||||||
| 5767 S Rapp St | Littleton | CO | 80120 | PC | Charitable | $1,000 |
| Shiloh House | ||||||
| 6588 W Ottawa Ave | Littleton | CO | 80128 | PC | Charitable | $1,500 |
| Shriners | ||||||
| PO Box 1525 | Ranson | WV | 25438 | PC | Charitable | $500 |
| Fisher House | ||||||
| 1954 Quentin St | Aurora | CO | 80048 | PC | Charitable | $2,500 |
| Family Tree - House of Hope | ||||||
| 3301 S Grant St A | Englewood | CO | 80113 | PC | Charitable | $1,500 |
| Diocesan Ministry Appeal | ||||||
| 228 N Cascade Ave | Colo Springs | CO | 80903 | PC | Charitable | $500 |
| Samaritan Purse | ||||||
| PO Box 3000 | Boone | NC | 28607 | PC | Charitable | $3,000 |
| Catholic Charities of CS | ||||||
| 228 N Cascade Ave | Colo Springs | CO | 80903 | PC | Charitable | $5,000 |
| Denver Share | ||||||
| 4625 W Warren Ave | Denver | CO | 80219 | PC | Charitable | $1,000 |
| Young Life | ||||||
| 420 North Cascade Ave | Colorado Springs | CO | 80903 | PC | Charitable | $1,000 |
| Lexi & Carly & Friends | ||||||
| 2716 S Cole St | Lakewood | CO | 80228 | PC | Religious | $2,500 |
| Food Bank of the Rockies | ||||||
| 10700 E 45th Ave | Denver | CO | 80239 | pc | Charitable | $2,500 |
| Food for the Poor | ||||||
| 6401 Lyons Rd Box 979002 | Coconut Creek | FL | 33097 | PC | Charitable | $500 |
| Grand Foundation | ||||||
| 551 Zerex St C 203 | Fraser | CO | 80442 | PC | Charitable | $2,500 |
| Habitat for Humanity | ||||||
| PO Box 969 | Granby | CO | 80446 | PC | Charitable | $2,500 |
| Chicago Parks Foundation | ||||||
| 541 N Fairbanks Ct | Chicago | IL | 60614 | PC | Charitable | $3,672 |
| Denver Kid's | ||||||
| 1617 S Acoma St 2nd Flr | Denver | CO | 80223 | PC | Charitable | $500 |
| Samaritan Purse Operation Christmas | ||||||
| PO Box 3000 | Boone | NC | 28607 | PC | Charitable | $1,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,279 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,918 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,588 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Royalties | 15 | $2,898 |
| Partnership Income | 41 | -$9,210 |
| Other Portfolio Income | 14 | -$140 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $225,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,054 | 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 | David Laura Haber | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10320 N Chatfield Dr | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $255,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HSJ & Assoicates PC Tax Preparation | CategoryTxt |
| Amt | $760 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Indicate Capital Investment | $2,206,743 | $2,206,743 |
| TRI Navajo Investment | $493,659 | $493,659 |
| CAZ | $300,435 | $300,435 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pass Through Charitable Contributions | Desc |
| Amt | $18 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Percentage Depletion | $435 | $435 | |
| Supplies | $195 | $195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $2,898 | $2,898 |
| Partnership Income | -$9,210 | |
| Investment Tax Refund | $2,976 | |
| Federal Tax Refund | $39,398 | |
| Colorado State Tax Refund | $9,000 | |
| Portfolio Income | -$140 | -$140 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Percentage Depletion Allowed | $435 |
| Capital Gain Income | $1,223 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Mountain View Bank Bank Serivces | $90 |
| Business Registration Licensing | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Tax | $4,055 | |
| Federal Income Tax | $10,740 | |
| Foreign Tax | $15 | $15 |
| Revenue Deductions | $70 | $70 |
| Production Tax | $193 | $193 |
| State Tax | $10,643 | $144 |
| Portfolio Deductions | $4,660 | $4,660 |
Comments