MYRON STRATTON HOME: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-23
- IRS object ID
- 202202359349100805
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-23T10:43:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKMAN KAST RYAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N CASCADE AVENUE SUITE 400 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840404260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE MYRON STRATTON HOME | InCareOfNm |
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 7195790930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL O'REAR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7195790930 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | OREAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN B MERZ | PreparerPersonNm |
| PTIN | P00841439 | PTIN |
| Phone | 7196301186 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $272,302,416 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,190 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $713 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $713 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,201,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,201,254 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,201,254 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,065,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,624,089 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,964,106 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $101,690 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,998,168 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,549,321 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,998,168 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,272,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,715,394 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,301,825 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $259,905 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $30,995 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228,910 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,014,425 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,074 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $11,074 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,003,351 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,089,541 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,331 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $5,331 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,084,210 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,378 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,838 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,838 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $433,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $370,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $370,365 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,687 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,033,901 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,033,901 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $50,297 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,297 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,566,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $268,611 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,209,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,493,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $428,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,731,115 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,673,067 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $635,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $668,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,128,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $428,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,731,115 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,341,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,144,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,286,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,570,710 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,558 | CashBOYAmt |
| Cash EOY | $2,249 | CashEOYAmt |
| Cash EOYFMV | $2,249 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,602,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,201,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,201,854 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $75,747 | AcctRcvblAmt |
| Acct Rcvbl BOY | $67,840 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $75,747 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,747 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $27,799 | InventoriesBOYAmt |
| Inventories EOY | $28,555 | InventoriesEOYAmt |
| Inventories EOYFMV | $28,555 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $102,621 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $111,470 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $111,470 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $62,635,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,421,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,421,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,798,783 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,449,329 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,449,329 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $113,336,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,430,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,816,126 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $42,554,609 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,283,660 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,215,556 | LandBOYAmt |
| Land EOY | $25,270,949 | LandEOYAmt |
| Land EOYFMV | $42,778,881 | LandEOYFMVAmt |
| Other Assets BOY | $614,427 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,417,013 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,417,013 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $223,403,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,408,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,302,416 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $733,575 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $625,264 | AccountsPayableEOYAmt |
| Grants Payable BOY | $38,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $76,480 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,982,938 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $848,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,613,202 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $219,132,296 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $245,372,457 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,422,878 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,422,878 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,555,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $248,795,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,403,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $251,408,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,555,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,144,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,720,565 | OtherIncreasesAmt |
| Subtotal | $251,419,840 | SubtotalAmt |
| Other Decreases | $2,624,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $248,795,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LT CAP GAIN ON SALES | PropertyDesc |
| Gross Sales Price | $15,624,089 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,659,983 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,964,106 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,964,106 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,964,106 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $101,690 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-03-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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.MYRONSTRATTON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195790930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD HEIGHTS PASS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | 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 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL O'REAR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | EXECUTIVE DIRECTOR | 40.0 | $187,905 | $47,649 | $0 |
| Michael Jorgensen | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $12,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | President | 3.0 | $24,000 | $0 | $0 |
| THOMAS J NAUGHTON | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Vice President | 1.5 | $12,000 | $0 | $0 |
| Meredith Vaughan | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Secretary | 1.5 | $12,000 | $0 | $0 |
| Stephen D Woodford | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Treasurer | 1.5 | $12,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CANDICE HARVEY | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR OF FINANCE | 40.0 | $110,744 | $62,199 | $0 |
| MARGARET HUNTER | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR SENIOR SVC | 40.0 | $101,160 | $28,218 | $0 |
| SCOTT CRAWFORD | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | MAINTENANCE DIRECTOR | 40.0 | $90,585 | $23,925 | $0 |
| RODERICK NADEAU | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR OF BUILDING | 40.0 | $69,885 | $10,114 | $0 |
| CASSAUNDRA EVANS | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | ALF DIRECTOR | 40.0 | $55,942 | $17,268 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Dynamic National Roofing | |||||
| 2305 E Arapahoe RD STE 259 | CENTENNIAL | CO | 80122 | Hail Storm Repairs | $626,693 |
| McDonald Paving | |||||
| 6547 N Academy BLVD STE 401 | COLORADO SPRINGS | CO | 80918 | Campus Paving | $227,000 |
| Colorado Springs Utilities | |||||
| 111 S Cascade Ave | COLORADO SPRINGS | CO | 80903 | Utilities | $402,675 |
| Meritain Health | |||||
| 9605 S KINGSTON CT | ENGLEWOOD | CO | 80112 | Health Plan Premiums | $265,364 |
| LOCKTON COMPANIES | |||||
| 8880 Ward Parkway | KANSAS CITY | MO | 64114 | INSURANCE PREMIUMS | $248,943 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO 107 ELDERLY PERSONS WITH LIMITED INCOME. | Description1Txt |
| Expenses1 | $4,629,023 | Expenses1Amt |
| Description2 | STRATTON CONSORTIUM: THE HOME PROVIDES THE FREE USE OF FACILITIES FOR OTHER NONPROFIT ORGANIZATIONS WITH VARIOUS MISSIONS THAT PROVIDE SERVICES TO LOW INCOME RESIDENTS. | Description2Txt |
| Expenses2 | $718,044 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $214,958,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $925,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,572,593 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,456,581 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $219,456,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,291,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,164,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,808,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,341,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,795,709 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,136,776 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| 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 | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,136,776 | CurrentYearAmt |
| Year1 | $6,051,719 | Year1Amt |
| Year2 | $5,605,954 | Year2Amt |
| Year3 | $7,814,858 | Year3Amt |
| Total | $26,609,307 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $383,000 | CurrentYearAmt |
| Year1 | $478,000 | Year1Amt |
| Year2 | $562,500 | Year2Amt |
| Year3 | $372,000 | Year3Amt |
| Total | $1,795,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,753,776 | CurrentYearAmt |
| Year1 | $5,573,719 | Year1Amt |
| Year2 | $5,043,454 | Year2Amt |
| Year3 | $7,442,858 | Year3Amt |
| Total | $24,813,807 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,205,491 | CurrentYearAmt |
| Year1 | $5,742,529 | Year1Amt |
| Year2 | $5,642,029 | Year2Amt |
| Year3 | $5,558,853 | Year3Amt |
| Total | $24,148,902 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MYRON STRATTON HOME | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195790930 | RecipientPhoneNum |
| Form And Info And Materials | HOME: NO PRESCRIBED FORMS. GRANTS: CONTACT DANIEL O'REAR AT 719-579-0930 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HOME: NONE GRANTS: MAY 1 AND NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HOME: APPLICANTS MUST HAVE DEMONSTRATED NEED. GRANTS: APPLICANTS MUST HAVE DEMONSTRATED NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SILVER KEY | ||||||||
| 1625 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | COLLABORATIVE PROJECT WITH PIKES PEAK HABITAT FOR HUMANITY-SAFE SENIOR HOME | $150,000 | |
| CHILDREN'S LIBRARY CENTER | ||||||||
| 2928 STRAUS LN STE 100 | COLORADO SPRINGS | CO | 80907 | NONE | PC | Youth YMCA After School Tutoring Program | $12,500 | |
| GIRL SCOUTS OF COLORADO | ||||||||
| 3801 E Florida Av Ste 720 | DENVER | CO | 80210 | NONE | PC | Youth Community Outreach Program | $7,500 | |
| FAMILY LIFE SERVICES | ||||||||
| 1880 S Cascade Av | COLORADO SPRINGS | CO | 80905 | NONE | PC | BOARD ELECTED PROACTIVE GRANT | $5,000 | |
| DREAM CENTERS OF COLORADO SPRINGS | ||||||||
| 11025 Voyager Pkwy | COLORADO SPRINGS | CO | 80921 | NONE | PC | BOARD ELECTED PROACTIVE GRANT | $5,000 | |
| HILLSIDE CONNECTION | ||||||||
| PO Box 1562 | COLORADO SPRINGS | CO | 80901 | NONE | PC | Youth Development Program | $10,000 | |
| WESTSIDE CARES | ||||||||
| 2808 W Colorado Av CS CO 80904 | COLORADO SPRINGS | CO | 80904 | NONE | PC | BOARD ELECTED PROACTIVE GRANT | $5,000 | |
| CATHOLIC CHARITIES OF CENTRAL COLORADO | ||||||||
| 228 N Cascade Ave | COLORADO SPRINGS | CO | 80903 | NONE | PC | FAMILY CONNECTIONS IN ADDRESSING THE EMERGENT NEEDS. | $30,000 | |
| MERCY'S GATE | ||||||||
| 4360 Montebello Dr | COLORADO SPRINGS | CO | 80918 | NONE | PC | BOARD ELECTED PROACTIVE GRANT | $5,000 | STE 300 |
| FOSTERING HOPE FOUNDATION | ||||||||
| 111 S Tejon Ste | COLORADO SPRINGS | CO | 80903 | NONE | PC | YOUTH FOSTER FAMILY SUPPORT | $8,000 | STE 112 |
| ATLAS PREPARATORY SCHOOL | ||||||||
| 1602 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | FUNDING FOR ACADEMIC ACCESS TO EDUCATION. COLLEGE-READY PATHWAYS AND FAMILY SCHOLARSHIPS FOR LIVING ESSENTIALS. | $30,000 | |
| BEAUTIFUL REDEMPTION | ||||||||
| 363 SUNSCREST RD | PALMER LAKE | CO | 80133 | NONE | PC | GENERAL OPERATING FUNDS AND CAREPORTAL FEES | $20,000 | |
| BIG BROTHERS BIG SISTERS OF COLORADO | ||||||||
| 111 S TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | DIRECT SUPPORT BBBSC-PP MENTEE/MENTOR MATCHES IN THE MENTOR 2.0 PROGRAM AT ATLAS PREPARATORY SCHOOL. | $10,000 | SUITE 302 |
| CENTRO DE LA FAMILIA | ||||||||
| 1645 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | FUND GENERAL OPERATIONS | $5,000 | |
| CHILDREN'S ADVOCACY CENTER OF THE PIKES PEAK REGIO | ||||||||
| 423 S CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | NONE | PC | FUND GENERAL EXPENSES FOR VICTIM SERVICES PROGRAM | $10,000 | |
| COLORADO SPRINGS FOOD RESCUE | ||||||||
| 917 E MORENO AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | CAPITAL CAMPAIGNE - HILLSIDE HUB | $25,000 | SUITE 130 |
| COLORADO SPRINGS PIONEERS MUSEUM | ||||||||
| 215 S TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | FUND EXPENSES FOR SESQUICENNTENIAL CELEBRATION | $10,000 | |
| HOMEWARD PIKES PEAK | ||||||||
| 2010 E BIJOU STREET | COLORADO SPRINGS | CO | 80909 | NONE | PC | FUND BLOOM RECOVERY HOME AND PROJECT DETOUR. EACH PROGRAM SUPPORTS AND STABILIZES WOMEN EXPERIENCING HOMELESSNESS AND SUBSTANCE ABUSE. | $15,000 | |
| PARTNERS IN HOUSING | ||||||||
| 455 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NONE | PC | FUND GENERAL OPERATIONS | $30,000 | |
| PIKES PEAK HOSPICE & PALLIATIVE CARE | ||||||||
| 2550 TENDERFOOT HILL STREET | COLORADO SPRINGS | CO | 80906 | NONE | PC | CHARITY CARE PROGRAM EXPANDS ACCESS TO QUALITY HEALTH SERVICES TO THOSE WHO HAVE NO MEANS OF SUPPORT TO RECEIVE THE HOSPICE CARE. | $10,000 | |
| PIKES PEAK UNITED WAY | ||||||||
| 518 N NEVADA AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | COS PROMISE IS A DIRECT SERVICE PROGRAM THAT HELPS AT-RISK STUDENTS AND THEIR FAMILIES BY PROVIDING SCHOOL-BASED CASE MANAGEMENT, SOCIAL SERVICES AND SUPPORT PROGRAM. | $10,000 | |
| SPECIAL KIDSSPECIAL FAMILIES | ||||||||
| 1915 AEROTECH DRIVE | COLORADO SPRINGS | CO | 80916 | NONE | PC | ZAC'S PLACE SERVES CHILDREN AGES 2.5-21 WITH DEVELOPMENTAL DISABILITES | $15,000 | STE 100 |
| TELLER SENIOR COALITION | ||||||||
| 750 E HIGHWAY 24 BLDG 2 | WOODLAND PARK | CO | 80866 | NONE | PC | FUND GENERAL OPERATIONS | $10,000 | SUITE 100 |
| CHEYENNE VILLAGE | ||||||||
| 6275 LEHMAN DR | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROVIDE HELP OBTAIN HOUSING, HEATLHCARE, AND FINANCIAL STABILITY FOR INDIVIDUALS WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES & SENIORS. | $25,000 | |
| CS CONSERVATORY FOUNDATION | ||||||||
| 415 S SAHWATCH ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROVIDE FULL OR PARTIAL SCHOLARSHIP TO STUDENTS ALLOWING THEM TO BEGIN OR CONTINUE ENROLLMENT IN CONSERVATORY PROGRAMMING | $10,000 | |
| FORGE EVOLUTION | ||||||||
| PO BOX 2169 | COLORADO SPRINGS | CO | 80901 | NONE | PC | DIRECT SUPPORT FORGE EVOLUTION'S PROGRAMMING, WHICH PRIMARILY TARGETS YOUTH FROM LOW OR VERY-LOW INCOME FAMILIES. | $15,000 | |
| COMMUNITY PARTNERSHIP FAMILY RESOURCE CENTER | ||||||||
| PO BOX 396 | DIVIDE | CO | 80814 | NONE | PC | RESPOND TO THE IMPACT SOCIAL ISOLATION AND ECONOMIC HARDSHIP ARE HAVING ON FAMILIES AND CHILDREN | $25,000 | |
| AMBLICAB | ||||||||
| 5660 N ACADEMY BLVD | COLORADO SPRINGS | CO | 80918 | NONE | PC | SUPPORT A PHONE SYSTEM TO INTEGRATE DISPATCH, SCHEDULING, AND TRANSPORTATION, HOUSING NAVIGATION AND GRADUATE SERVICES. | $20,000 | |
| FAMILY PROMISEINTERFAITH HOSPITALITY | ||||||||
| 5660 N ACADEMY BLVD | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROVIDE SUPPORTS SUCH AS LITERACY CLASSES, HOMELESS PREVENTION, TRANSPORTATION, HOUSING NAVIGATION AND GRADUATE SERVICES | $15,000 | |
| KIDPOWER OF COLORADO | ||||||||
| 2335 ROBINSON STREET | COLORADO SPRINGS | CO | 80904 | NONE | PC | PROVIDE SAFETY SKILLS TRAININGS FOR LOW-INCOME CHILDREN AND THEIR ADULTS | $10,000 | |
| LUTHERAN FAMILY SERVICES | ||||||||
| LUTHERAN FAMILY SERVICES ROCKY MTN | DENVER | CO | 80226 | NONE | PC | FUNDING WILL GO TOWARD THE SALARY OF A KPC RESPITE CAREGIVER. KPC PROVIDES FREE TEMPORARY RESPITE CARE FOR CHILDREN IN EL PASO COUNTY. | $15,000 | |
| PARENTS CHALLENGE | ||||||||
| 2 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | EXPAND COMMUNITY ENGAGEMENT AND EXTEND OUTREACH EFFORTS AND COLLABORATIONS WITH OTHER SERVICE-PROVIDING ORGANIZATIONS. | $15,000 | STE 1280 |
| PEAK EDUCATION | ||||||||
| 1645 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | HELP MAINTAIN AND ENHANCE THE MENTORING AND SOCIAL-EMOTIONAL LEARNING COMPONENTS. | $15,000 | |
| PIKES PEAK JUSTICE & PRO BONO CTR | ||||||||
| PO BOX 429 | COLORADO SPRINGS | CO | 80901 | NONE | PC | DEVELOP A FORMALIZED VOLUNTEER PROCESS. PROVIDE INCENTIVE TO VOLUNTEERING ATTORNEYS. ESTABLISH A FUND TO COVER COURT FEES. | $10,000 | |
| MCALLISTER HOUSE | ||||||||
| 423 N CASCASE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | LEGACY GRANT FOR HOUSE MAINTENANCE & UPGRADES | $15,000 | |
| FOOD TO POWER | ||||||||
| 917 E MORENO AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | CAPITAL CAMPAIGN - HILLSIDE HUB | $25,000 | SUITE 130 |
| WESTERN MUSEUM OF MINING | ||||||||
| 225 NORTH GATE BLVD | COLORADO SPRINGS | CO | 80921 | NONE | PC | BOARD ELECTED PROACTIVE GRANT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $668,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRO DE LA FAMILIA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1645 S MURRAY BLVD | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FUND GENERAL OPERATIONS | GrantOrContributionPurposeTxt |
| Amt | $5,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REVENUES | $1,200,721 |
| CONSORTIUM REIMBURSEMENTS - UTILITIES | $108,683 |
| CONSORTIUM REIMBURSEMENTS - OTHER | $131,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $713 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,201,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,548,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,068,063 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | 01 | $5,917 |
| STOCK LITIGATION | 01 | $629 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,825,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,440,663 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,265,931 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PROVIDES HOUSING FOR THE ELDERLY |
| 1B | REIMBURSEMENT FROM OTHER NONPROFITS FOR UTILITIES |
| 1C | REIMBURSEMENT FROM ELDERLY FOR A PORTION OF HOUSING |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,676 | Amt |
| Net Investment Income | $10,838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,838 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,838 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $7,449,329 | EOYBookValueAmt |
| EOYFMV | $7,449,329 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $26,282,114 | $26,282,114 |
| EQUITY MUTUAL FUNDS | $54,139,078 | $54,139,078 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $35,660 | $3,421,607 |
| ALTERNATIVE INVESTMENTS | $120,394,519 | $120,394,519 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,378 | LegalFeesAmt |
| Disbursements Charitable Prps | $23,378 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $18,177 | $17,040 | $17,040 |
| ACCRUED ROYALTIES RECEIVABLE | $596,250 | $1,399,973 | $1,399,973 |
| NOTE RECEIVABLE | $0 | $1,000,000 | $1,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED USE OF FACILITIES EXPENSE | $2,624,502 |
| ROUNDING ADJUSTMENT | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WORKERS COMP | $64,870 | $64,870 | |
| EMPLOYEE RELATIONS | $36,323 | $30,323 | |
| INSURANCE | $235,558 | $208,249 | $27,309 |
| DUES & SUBSCRIPTIONS | $14,607 | $14,607 | |
| OFFICE EXPENSE | $57,569 | $57,569 | |
| TELEPHONE | $13,491 | $13,492 | |
| HOUSEKEEPING | $64,761 | $64,761 | |
| MARKETING | $2,815 | $2,815 | |
| UTILITIES | $379,868 | $269,470 | $110,398 |
| REPAIRS & MAINTENANCE | $226,172 | $95,268 | $130,904 |
| RECREATION | $17,842 | $17,842 | |
| DINING SUPPLIES/MED SUPPLIES | $199,306 | $199,306 | |
| CONTRACT SERVICES | $129,402 | $129,402 | |
| MISCELLANEOUS | $5,906 | $5,906 | |
| RENT SUBSIDY PROGRAM | $115,284 | $115,284 | |
| PRINTING AND PUBLICATIONS | $3,071 | $3,071 | |
| CHANGE IN AP/PP | -$2,427 | ||
| CHANGE IN CURRENT LIAB | -$80,412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $5,548,692 | $5,548,692 | $5,548,692 |
| HOME OPERATING REVENUES | $1,200,721 | $1,200,721 | |
| UTILITY REIMBURSEMENT | $108,683 | $108,683 | |
| OTHER REIMBURSEMENT | $131,259 | $131,259 | |
| Miscellaneous | $5,917 | $5,917 | |
| Gain on Asset Sale | $2,267 | $2,267 | |
| STOCK LITIGATION SETTLEMENT | $629 | $629 | $629 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED USE OF FACILITIES INCOME | $718,044 |
| UNREALIZED GAIN | $21,002,521 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMISES TO GIVE - CONSORTIUM | Desc |
| BOY Book Value | $76,480 | BOYBookValueAmt |
| EOY Book Value | $1,982,938 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $370,365 | $370,365 | $370,365 | |
| CONSULTING FEES | $62,687 | $62,687 |