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H5 FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
H5 FOUNDATION (EIN 46-1638726)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349104600
Schema version
2021v4.1
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)
Return2022-11-15T10:24:52-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841562947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HSJ & Associates PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18435 W 80TH AVEAddressLine1Txt
CityARVADACityNm
State AbbreviationCOStateAbbreviationCd
ZIP80005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461638726EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H5 FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlH5FOBusinessNameControlTxt
Phone3035498989PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110320 N Chatfield DrAddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80125ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid HaberPersonNm
Person TitleDirectorPersonTitleTxt
Phone3035498989PhoneNum
Signature2022-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDavidPersonFirstNm
Person LastHaberPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKaren E Sonnier CPAPreparerPersonNm
PTINP00124993PTIN
Phone3034219379PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,640,747FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$335,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$525InterestOnSavRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$185,946OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,256OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$9,925OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$521,471TotalRevAndExpnssAmt
Total Net Invst Incm$2,256TotalNetInvstIncmAmt
Total Adj Net Incm$9,925TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$125AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$475AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$65OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$125OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$65OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$52,428TaxesRevAndExpnssAmt
Taxes Net Invst Incm$130TaxesNetInvstIncmAmt
Taxes Adj Net Incm$4,862TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$450OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$392OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$58OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$53,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$522TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,112TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$598TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,047ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,047ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,590TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$522TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,112TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$106,645TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$361,881ExcessRevenueOverExpensesAmt
Net Investment Income$1,734NetInvestmentIncomeAmt
Adjusted Net Income$4,813AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$167,185CashBOYAmt
Cash EOY$208,175CashEOYAmt
Cash EOYFMV$208,175CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$2,111,343OtherInvestmentsBOYAmt
Other Investments EOY$2,432,572OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,432,572OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,278,528TotalAssetsBOYAmt
Total Assets EOY$2,640,747TotalAssetsEOYAmt
Total Assets EOYFMV$2,640,747TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,278,528RetainedEarningBOYAmt
Retained Earning EOY$2,640,747RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,278,528TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,640,747TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,278,528TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,640,747TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,278,528TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$361,881ExcessRevenueOverExpensesAmt
Other Increases$338OtherIncreasesAmt
Subtotal$2,640,747SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,640,747TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Original Return Overpayment-$3,000OriginalReturnOverpaymentAmt
Overpayment$2,976OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$2,976RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDave HaberIndividualWithBooksNm
Phone3035498989PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110320 N Chatfield DrAddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80125ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
David D Haber
10320 N Chatfield DrLIttletonCO80125Director2.00$0$0$0
Laura T Haber
10320 N Chatfield DrLittletonCO80125Director2.00$0$0$0
Danielle M Derner
10320 N Chatfield DrLittletonCO80125Director0.25$0$0$0
Kara L Haber
10320 N Chatfield DrLittletonCO80125Director1.00$0$0$0
Kevin J Haber
10320 N Chatfield DrLittletonCO80125Director0.25$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,432,572FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,620,252TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,620,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,580,948NetVlNoncharitableAssetsAmt
Minimum Investment Return$129,047MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$129,047MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$129,023DistributableBeforeAdjAmt
Distributable Before Ded$129,023DistributableBeforeDedAmt
Distributable As Adjusted$129,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,645ExpensesAndContributionsAmt
Qualifying Distributions$106,645QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,023DistributableAsAdjustedAmt
Undistributed Income PY$104,715UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$106,645QualifyingDistributionsAmt
Applied To Year1$104,715AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,930AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$127,093UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid D HaberContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
National Sports Center for the Disabled
33 Parsenn Rd PO Box 1290Winter ParkCO80482PCCharitable$3,500
Denver Rescue Mission
PO Box 5206DenverCO80217PCCharitable$1,000
Cross Catholic Outreach
PO Box 97168WashingtonDC20077PCCharitable$500
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105PCCharitable$1,000
Wounded Warrior Project
4899 Belfort Rd Suite 300JacksonvilleFL32256PCCharitable$2,500
American Cancer Society
2120 First Avenue NorthSeattleWA98109PCCharitable$100
Salvation Army
1370 Pennsylvania StDenverCO80203PCCharitable$250
American Heart Assoc
PO Box 78851PhoenixAZ85062PCCharitable$100
St Mark Catholic Church
9905 Foothills Canyon BlvdHighlands RanchCO80129PCReligious$6,800
St Francis Center
1835 S Hope StLos AngelesCA90015PCCharitable$1,000
Gateway Battered Women's Services
PO Box 914AuroraCO80040PCCharitable$1,000
Families of Character
4643 S Ulster St Suite 1040DenverCO80237PCCharitable$12,000
American Red Cross
444 Sherman StDenverCO80203PCCharitable$1,000
American Diabetes
2460 W 26th Ave 500CDenverCO80211PCCharitable$500
St Anne
PO Box 2029GranbyCO80446PCReligious$1,500
Forest Park Conf & Retreat Center
3158 SE 10th StTopekaKS66607PCCharitable$1,250
MD Anderson
PO Box 4464 HoustonHoustonTX77210PCCharitable$1,000
Seeds of Hope
3801 E Florida AveDenverCO80210PCCharitable$2,500
Susan G Komen
50 S Steele St Suite 100DenverCO80209PCCharitable$1,000
Livestrong
PO Box 97279WashingtonDC20077PCCharitable$250
Project CURE
10377 E Geddes AveCentennialCO80112PCCharitable$1,250
Adopt a Village Intl
PO Box 26599Colo SpgsCO80936PCCharitable$1,000
Womens Bean Project
3201 Curtis StDenverCO80205PCCharitable$3,500
Alternatives Pregnancy Center
1440 Blake St 200DenverCO80202PCCharitable$2,000
CO Coalition of Homeless
PO Box 1560 DenverDenverCO80201PCCharitable$1,000
Boys Hope Girls Hope of Colorado
7060 E Hampden Ave 203DenverCO80224PCCharitable$1,000
Cross Purpose
3050 Richard Allen CtDenverCO80205PCCharitable$1,000
CO USC & Real Madrid Foundation
2090 S Galapago StDenverCO80223PCCharitable$30,000
Summit Church
9250 E Costilla Ave 425Greenwood VillageCO80112PCReligious$2,500
Dirt Coffee
5767 S Rapp StLittletonCO80120PCCharitable$1,000
Shiloh House
6588 W Ottawa AveLittletonCO80128PCCharitable$1,000
Shriners
PO Box 1525RansonWV25438PCCharitable$500
Fisher House
1954 Quentin StAuroraCO80048PCCharitable$2,000
Family Tree - House of Hope
3301 S Grant St AEnglewoodCO80113PCCharitable$1,000
Denver Hospice
501 S Cherry St 700DenverCO80246PCCharitable$500
Samaritan Purse
PO Box 3000BooneNC28607PCCharitable$3,547
Catholic Charities of CS
228 N Cascade AveColo SpringsCO80903PCCharitable$1,500
Denver Share
4625 W Warren AveDenverCO80219PCCharitable$1,000
Young Life
420 North Cascade AveColorado SpringsCO80903PCCharitable$1,000
St Isadore
711 Dension AveManhattanKS66502PCReligious$500
Food Bank of the Rockies
10700 E 45th AveDenverCO80239pcCharitable$2,000
Food for the Poor
6401 Lyons Rd Box 979002Coconut CreekFL33097PCCharitable$500
Grand Foundation
551 Zerex St C 203FraserCO80442PCCharitable$2,500
Habitat for Humanity
PO Box 969GranbyCO80446PCCharitable$2,000
Returning Gods Gifts
228 N Cascade AveColo SpgsCO80903PCReligious$500
Denver Kid's
1617 S Acoma St 2nd FlrDenverCO80223PCCharitable$500
Samaritan House
6240 Smith RoadDenverCO80216PCCharitable$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,047TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$525ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCd
Royalties15$2,255
Partnership Income522291

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,780ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,780TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDavid Laura HaberContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110320 N Chatfield DrAddressLine1Txt
CityLittletonCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80125ZIPCd
FieldValueIRS element (for citing)
Total Contributions$335,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHSJ & Assoicates PC Tax PreparationCategoryTxt
Amt$600Amt
Adjusted Net Income$125AdjustedNetIncomeAmt
Disbursements Charitable Prps$475DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
JM Investment$150,000$150,000
Indicate Capital Investment$2,054,038$2,054,038
TRI Navajo Investment$228,534$228,534

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Revenue Deductions$54$54
Percentage Depletion$338$338
Postage$58$58

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Royalties$2,256$2,256
Partnership Income$183,690$9,925

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPercentage Depletion AllowedDesc
Amt$338Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Mountain View Bank Bank Serivces$45$45
Business Registration Licensing$20$20

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Investment Tax
Federal Income Tax$47,338
Production Tax$130$130
State Tax$4,960$4,862

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