H5 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- H5 FOUNDATION (EIN 46-1638726)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349101908
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- 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 | 2025-11-13T08:40:40-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,641,887 | 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 | $220,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $577 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $236,800 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $923 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $454,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,446 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $388 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $217 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $297,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,005 | CashBOYAmt |
| Cash EOY | $94,031 | CashEOYAmt |
| Cash EOYFMV | $94,031 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,315,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,547,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,547,856 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,343,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,641,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,641,887 | 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 | $3,343,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,641,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,343,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,641,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,343,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,641,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,343,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $297,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $217 | OtherIncreasesAmt |
| Subtotal | $3,641,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,641,887 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $985 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $985 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$985 | OriginalReturnOverpaymentAmt |
| Overpayment | $971 | OverpaymentAmt |
| Applied To ES Tax | $971 | 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 Macdonald | ||||||||
| 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 | $61,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,431,822 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,492,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,492,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,440,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14 | TotalTaxAmt |
| Distributable Before Adj | $172,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $172,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $172,008 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,638 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $152,082 | UndistributedIncomePYAmt |
| 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 | $155,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $152,082 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,556 | 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 | $168,452 | 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 (48 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 | $6,000 |
| Denver Rescue Mission | ||||||
| PO Box 5206 | Denver | CO | 80217 | PC | Charitable | $1,500 |
| 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 | $2,000 |
| 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 | $500 |
| Salvation Army | ||||||
| 1370 Pennsylvania St | Denver | CO | 80203 | PC | Charitable | $1,000 |
| American Heart Assoc | ||||||
| PO Box 78851 | Phoenix | AZ | 85062 | PC | Charitable | $500 |
| St Mark Catholic Church | ||||||
| 9905 Foothills Canyon Blvd | Highlands Ranch | CO | 80129 | PC | Religious | $9,800 |
| 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 | $2,000 |
| 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 |
| Alzheimers Association | ||||||
| 225 N Michigan Ave Fl 17 | Chicago | IL | 60601 | PC | Charitable | $2,000 |
| 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 | $1,500 |
| 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 | ||||||
| 23 Inverness Way East 101 | Englewood | CO | 80111 | PC | Charitable | $4,000 |
| CO Coalition of Homeless | ||||||
| PO Box 1560 Denver | Denver | CO | 80201 | PC | Charitable | $2,000 |
| Boys Hope Girls Hope of Colorado | ||||||
| 3090 S Jamaica Ct 212 | Aurora | CO | 80014 | 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 | $40,000 |
| Dirt Coffee | ||||||
| 5767 S Rapp St | Littleton | CO | 80120 | PC | Charitable | $2,000 |
| Shiloh House | ||||||
| 6588 W Ottawa Ave | Littleton | CO | 80128 | PC | Charitable | $2,000 |
| 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 | $6,000 |
| Catholic Charities of CS | ||||||
| 228 N Cascade Ave | Colo Springs | CO | 80903 | PC | Charitable | $15,000 |
| Denver Share | ||||||
| 4625 W Warren Ave | Denver | CO | 80219 | PC | Charitable | $1,000 |
| Parkinsons Foundation | ||||||
| 200 SE 1st St | Miami | FL | 33131 | PC | Charitable | $500 |
| The Veterans of Foreign War | ||||||
| 406 W 34th St | Kansas City | MO | 64111 | PC | Charitable | $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 |
| Denver Kid's | ||||||
| 1617 S Acoma St 2nd Flr | Denver | CO | 80223 | PC | Charitable | $500 |
| Topeka Zoo & Conservation Center | ||||||
| 635 SW Gage Blvd | Topeka | KS | 66606 | PC | Charitable | $250 |
| Operation Ultrasound | ||||||
| 8605 Explorer Drive | Colorado Springs | CO | 80920 | PC | Charitable | $600 |
| Tall Tale Ranch | ||||||
| PO Box 631903 | Highlands Ranch | CO | 80163 | PC | Charitable | $1,000 |
| Autism Society of Colorado | ||||||
| PO Box 848 | Broomfield | CO | 80038 | PC | Charitable | $1,000 |
| The Heights Church | ||||||
| 1477 Columbine St | Denver | CO | 80206 | PC | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,800 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | -$3,352 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Royalties | 15 | $1,446 |
| Partnership Income | 41 | -$1,508 |
| Other Portfolio Income | 14 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,963 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | None | RelationshipStatementTxt |
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 | $220,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Karen E Sonnier, CPA, LLC Tax Preparation | CategoryTxt |
| Amt | $850 | Amt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Pass Through Capital Loss Indicate Capital Fund 1, LLC | AssetDesc |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Basis | $3,352 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$3,352 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Indicate Capital Investment | $2,449,653 | $2,449,653 |
| TRI Navajo Investment | $493,659 | $493,659 |
| CAZ | $390,435 | $390,435 |
| DLP Preferred Credit Fund | $214,109 | $214,109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Percentage Depletion | $217 | $217 |
| Supplies |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $1,446 | $1,446 |
| Partnership Income | -$1,508 | |
| Investment Tax Refund | $985 | |
| Portfolio Income |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Percentage Depletion Allowed | Desc |
| Amt | $217 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Mountain View Bank Bank Services | $15 |
| Business Registration Licensing | $10 |
| Postage Postage | $58 |
| Software Software | $305 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Tax | $985 | |
| Revenue Deductions | $159 | $159 |
| Production Tax | ||
| State Tax | $72 | $72 |
| Portfolio Deductions |
Comments