CITY CLUB FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CITY CLUB FOUNDATION (EIN 57-1190979)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-20
IRS object ID
202122329349100812
Schema version
2020v4.1
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)
Return2021-08-20T16:01:30-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 SOUTH PHILLIPS AVENUE SUITE 300AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP571046721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN571190979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITY CLUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITYBusinessNameControlTxt
Phone6128042923PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN N INGEMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6128042923PhoneNum
Signature2021-08-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastINGEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HAANPreparerPersonNm
PTINP01623183PTIN
Phone6053360753PhoneNum
Preparation2021-08-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,239,110FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,327DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,327DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,555NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,212GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,555CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,882TotalRevAndExpnssAmt
Total Net Invst Incm$57,882TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,239AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$620AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$619AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$4,626OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,491OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$135OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,865TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$754TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,865TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,754TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,983ExcessRevenueOverExpensesAmt
Net Investment Income$52,771NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,090CashBOYAmt
Cash EOY$39,192CashEOYAmt
Cash EOYFMV$39,192CashEOYFMVAmt
Other Investments BOY$1,018,017OtherInvestmentsBOYAmt
Other Investments EOY$1,007,430OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,199,918OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,065,107TotalAssetsBOYAmt
Total Assets EOY$1,046,622TotalAssetsEOYAmt
Total Assets EOYFMV$1,239,110TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,065,107NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,046,622NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,065,107TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,046,622TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,065,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,046,622TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,065,107TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,983ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,053,124SubtotalAmt
Other Decreases$6,502OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,046,622TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALY TRADED SECURITIESP$136,678$115,657$21,021$21,021
CAPITAL GAINS DIVIDENDSP$534$534$534
FieldValueIRS element (for citing)
Capital Gain Net Income$21,555CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$734InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$734SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$659EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$460ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,119TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$384OverpaymentAmt
Applied To ES Tax$384AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS W INGEMANIndividualWithBooksNm
Phone6128042923PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN N INGEMAN
671 BLACK BULL TRAILBOZEMANMT59718TRUSTEE0.20$0$0$0
MELISSA N BLANK
3577 DORSHIRE LANETIMNATHCO80547TRUSTEE0.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,095,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,364AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,139,489TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,139,489AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,092CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,122,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,120MinimumInvestmentReturnAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Total Tax$734TotalTaxAmt
Distributable Before Adj$55,386DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$55,386DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$55,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,754ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$64,754QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$64,754AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,386DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,911ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,180ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,033ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,090ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,903ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,117TotalExcessDistributionCyovAmt
Qualifying Distributions$64,754QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,368RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$80,485TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$8,911ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,574ExcessDistriCyovToNextYrAmt
Excess From Year4$25,180ExcessFromYear4Amt
Excess From Year3$22,033ExcessFromYear3Amt
Excess From Year2$6,090ExcessFromYear2Amt
Excess From Year1$8,903ExcessFromYear1Amt
Excess From Current Year$9,368ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLORADO YOUTH OUTDOORS
4927 E COUNTY RD 36FORT COLLINSCO80528NONE501(C)(3)DEDICATED TO BUILDING HEALTHY RELATIONSHIPS BETWEEN KIDS AND THEIR PARENTS THROUGH TRADITIONAL OUTDO$1,000
COMO PARK ZOO & CONSERVATORY
1225 ESTABROOK DRIVEST PAULMN55103NONE501(C)(3)SUPPORTS, PRESERVES, AND ENHANCES THE ZOO AND CONSERVATORY FOR RESIDENTS OF ST PAUL, MN AND SURROUNDING AREA.$3,000
EAGLE MOUNT BOZEMAN
6901 GOLDENSTEIN LANEBOZEMANMT59715NONE501(C)(3)PROVIDES QUALITY THERAPEUTIC RECREATIONAL OPPORTUNITIES FOR PEOPLE WITH DISABILITIES AND YOUNG PEOPLE WITH CANCER WHILE ALSO PROVIDING SUPPORT FOR FAMILIES OF PARTICIPANTS. EAGLE MOUNT'S ACTIVITIES FOSTER FREEDOM, JOY, STRENGTH, FOCUS AND CONFIDENCE AND FOCUS ON PEOPLE'S ABILITIES WHILE GENTLY SUPPORTING THEIR DISABILITIES.$2,000
FOOD BANK FOR LARIMER COUNTY
5706 WRIGHT DRIVELOVELANDCO80538NONE501(C)(3)FOOD BANK FOR LARIMER COUNTY IS COMMITTED TO PROVIDING THE DAY-TO-DAY NUTRITIONAL ASSISTANCE TO OUR NEIGHBORS IN NEED AND ALSO TO HELP STABILIZE THEIR LIVES BY PROVIDING HEALTH AND HOPE, AND PUTTING THEM ON A PATH TO SELF-SUFFICIENCY.$2,000
FRONT RANGE COMMUNITY COLLEGE
3645 WEST 112TH AVENUEWESTMINSTERCO80031NONE501(C)(3)FRONT RANGE COMMUNITY COLLEGE IS A PUBLIC TWO YEAR ACCREDITED COMMUNITY COLLEGE OFFERING ASSOCIATE DEGRESS IN A VARIETY OF PROGRAMS.$3,000
HAVEN
PO BOX 752BOZEMANMT59771NONE501(C)(3)PROVIDES SAFE INTERVENTION FOR SURVIVORS OF DOMESTIC VIOLENCE, STALKING AND SEXUAL ASSAULT AND ALSO WORKS TO PREVENT FUTURE VIOLENCE FROM OCCURRING. HAVEN IS COMMITTED TO REDUCING THE INCIDENCE AND MINIMIZING THE IMPACT OF DOMESTIC ABUSE ON FAMILIES AND COMMUNITIES BY PROVIDING EMERGENCY SHELTER, CRISIS INTERVENTION, 24-HOUR SUPPORT LINE, LEGAL ADVOCACY, ON-GOING SUPPORT AND COUNSELING FOR ADULTS AND CHILDREN, REFERRALS AND EDUCATION.$4,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11CENTER CITYMN55012NONE501(C)(3)THE HAZELDEN BETTY FORD FOUNDATION IS A FORCE OF HEALING AND HOPE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES AFFECTED BY ADDICTION TO ALCOHOL AND DRUGS. THE FOUNDATION IS A LEADING NONPROFIT PROVIDER OF COMPREHENSIVE INPATIENT AND OUTPATIENT TREATMENT FOR ADULTS AND YOUTH AT LOCATIONS NATIONWIDE. THE FOUNDATION ALSO ENCOMPASSES A GRADUATE SCHOOL OF ADDICTION STUDIES, AN ADDICTION RESEARCH CENTER, RECOVERY ADVOCACY, PROFESSIONAL AND MEDICAL PROGRAMS, SCHOOL-BASED PREVENTION RESOURCES AND A SPECIALIZED PROGRAM FOR CHILDREN WHO GROW UP IN FAMILIES WITH ADDICTION.$5,000
KITTSON COUNTY HOSPICE
BOX 581HALLOCKMN56728NONE501(C)(3)SPECIALIZED HOSPICE CARE OF INDIVIDUALS IN THE LATER STAGES OF LIFE.$3,000
MUSEUM OF THE ROCKIES
600 WEST KAGY BLVDBOZEMANMT59717NONE501(C)(3)RECOGNIZED AS ONE OF THE WORLD'S FINEST RESEARCH AND HISTORY MUSEUMS AND IS RENOWNED FOR DISPLAYING AN EXTENSIVE COLLECTION OF DINOSAUR FOSSILS. THE MUSEUM HAS CHANGING EXHIBITS FROM AROUND THE WORLD, PERMANENT INDOOR AND OUTDOOR REGIONAL HISTORY EXHIBITS, PLANETARIUM SHOWS, EDUCATIONAL PROGRAMS, LECTURES, BENEFIT EVENTS AND A MUSEUM STORE.$10,000
PATHWAYS HOSPICE
305 CARPENTER ROADFORT COLLINSCO80525NONE501(C)(3)PROVIDES HOSPICE CARE FOR DYING PERSONS AND THEIR FAMILIES THROUGHOUT THE LARIMER AND WELD COUNTY REGION AND MAKES GRIEF SUPPORT POSSIBLE TO FAMILY MEMBERS AND FRIENDS.$1,000
PROJECT SELF-SUFFICIENCY
375 WEST 37TH STREET 200LOVELANDCO80538NONE501(C)(3)SINGLE PARENT CAREER COUNSELING, JOB SEARCH, EMERGENCY FUNDS, AND EDUCATIONAL SCHOLARSHIPS IN COLORADO.$9,000
REDEEMER LUTHERAN CHURCH
7755 GREENSTONE TRAILFORT COLLINSCO80525NONE501(C)(3)PROVIDES FUNDS TO A YOUTH SCHOLARSHIP PROGRAM TO ASSIST YOUTH NEEDING FINANCIAL ASSISTANCE TO ATTEND CHURCH RETREATS, MISSION TRIPS, AND OTHER YOUTH MINISTRY ACTIVITIES.$5,000
ROUTT COUNTY UNITED WAY
443 OAK STREETSTEAMBOAT SPRINGSCO80477NONE501(C)(3)ROUTT COUNTY UNITED WAY (COLORADO) INSPIRES, LEADS, AND UNITES PEOPLE, IDEAS, AND RESOURCES TO ADVANCE COMMUNITY IMPACT ON HEALTH, EDUCATION AND INCOME STABILITY.$3,000
THE NAPPIE PROJECT
PO BOX 1423LOVELANDCO80539NONE501(C)(3)THE NAPPIE PROJECT IS DEDICATED TO ENSURING THAT CHILDREN IN LOVELAND, FORT COLLINS AND SURROUNDING COMMUNITIES OF COLORADO HAVE AN ADEQUATE SUPPLY OF DIAPERS TO REMAIN CLEAN, DRY AND HEALTHY AND IS COMMITTED TO RAISING THE AWARENESS OF DIAPER NEED AND ITS IMPACT ON FAMILIES.$2,000
UNITED WAY OF LARIMER COUNTY
525 WEST OAK STREET-SUITE 101FORT COLLINSCO80521NONE501(C)(3)UNITED WAY OF LARIMER COUNTY HELPS LOCAL CHILDREN AND FAMILIES SUCCEED IN SCHOOL, WORK AND LIFE BY TACKLING THE SOURCE OF COMMUNITY CHALLENGES AND DRIVING CHANGES TO LIVES AND COMMUNITY STRENGTHS IN THREE KEY WAYS: UNITING, HELPING AND EMPOWERING.$5,000
URBAN BOAT BUILDERS
2288 UNIVERSITY AVENUE WESTST PAULMN55114NONE501(C)(3)URBAN BOATBUILDERS PARTNERS WITH LOCAL MIDDLE SCHOOLS, HIGH SCHOOLS AND YOUTH-SERVING AGENCIES TO DELIVER ACADEMICALLY ENHANCED BOATBUILDING INSTRUCTION UTILIZING A STRATEGY FOR YOUTH TO LEARN, PRACTICE AND APPLY ACADEMIC CONCEPTS IN A CHALLENGING AND INNOVATIVE HANDS-ON ENVIRONMENT THAT COMPLEMENTS CLASSROOM LEARNING AND HELPS YOUTH DEVELOP SOCIAL AND LEADERSHIP SKILLS THAT LEAD TO A FINISHED PRODUCT.$5,000
VOICES CARRY - CHILD ADVOCACY CENTER
5529 S TIMBERLINE ROADFORT COLLINSCO80528NONE501(C)(3)VOICES CARRY - CHILD ADVOCACY CENTER SEEKS TO REDUCE THE TRAUMA TO VICTIMS OF CHILD ABUSE AND THEIR FAMILIES THROUGH A COMPREHENSIVE RESPONSE TO CHILD ABUSE BY PROVIDING SUPPORT SERVICES IN A SAFE AND COMPASSIONATE ENVIRONMENT.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,327ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,882ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,882TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX ACCOUNTING FEESCategoryTxt
Amt$1,239Amt
Net Investment Income$620NetInvestmentIncomeAmt
Disbursements Charitable Prps$619DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC COAT COST$65,664$23,328
HONEYWELL INTERNATIONAL, INC.AT COST$5,698$53,175
US BANCORPAT COST$37,054$51,249
EMERSON ELECTRIC COAT COST$30,325$45,007
PROCTOR & GAMBLE COAT COST$39,955$64,004
GILEAD SCIENCES INCAT COST$39,353$29,130
PFIZER, INCAT COST$32,102$36,810
VERIZON COMMUNICATIONSAT COST$40,017$47,000
LAMAR ADVERTISINGAT COST$39,875$43,690
NORTHWESTERN CORPAT COST$29,791$30,613
MERCK & CO.AT COST$45,040$60,123
WALMART STORES, INC.AT COST$21,058$43,245
WALT DISNEY CO.AT COST$39,963$65,225
COCO COLA COAT COST$39,719$49,904
JP MORGAN INC BUILDER SELECTAT COST$158,399$166,123
ABBVIE INC.AT COST$24,825$40,717
CVS/CAREMARK CORP.AT COST$55,031$51,567
PUBLIC STORAGE 5.15% PREFERREDAT COST$12,500$13,355
GUGGENHEIM TOTAL RET. BONDAT COST$20,000$21,992
CARDINAL HEALTH INC.AT COST$55,064$47,401
MICROSOFT CORPAT COST$26,711$66,726
FIDELITY STRATEGIC INCOME FUNDAT COST$38,568$40,203
SPDR PORTFOLIO S&P 500 HIGH DIVAT COST$54,052$46,445
RAYTHEON TECHNOLOGIES CORPAT COST$16,668$20,023
INVESCO PREFERRED ETFAT COST$9,893$9,919
VANGUARD HIGH DIVIDEND ETFAT COST$30,105$32,944

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCE IN BASIS OF CONTRIBUTED STOCKDesc
Amt$6,502Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ILLINOIS FOUNDATION FILING FEES$15$0$15
BANK FEES$4,491$4,491$0
ADVERTISING$120$0$120

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