MYRON STRATTON HOME: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-05
- IRS object ID
- 201821869349100407
- Schema version
- 2017v2.3
- 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
- Cash Distribution Expln Stmt
- 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 | 2018-07-05T12:30:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN B MERZ | PreparerPersonNm |
| PTIN | P00841439 | PTIN |
| Phone | 7196301186 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $207,630,663 | 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 | $247 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,952 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,952 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,148,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,148,332 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,148,332 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,193,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,487,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,193,356 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $44,445 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,975,237 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,799,544 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,975,237 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,342,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,166,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,192,966 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,164 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,158 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $29,158 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $194,006 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,683,451 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,417 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $8,417 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,565,493 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $842,125 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,211 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $4,211 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $837,914 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,564 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,720 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $316,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $270,340 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $270,340 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,836 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $791,294 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $791,294 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $38,432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,208,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $236,323 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $516,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,132,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $322,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,350,463 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,216,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,479,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $322,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,350,463 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,542,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,862,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,843,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,842,503 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,976 | CashBOYAmt |
| Cash EOY | $3,703 | CashEOYAmt |
| Cash EOYFMV | $3,703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,294,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,225,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,225,176 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $403,157 | AcctRcvblAmt |
| Acct Rcvbl BOY | $66,262 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $403,157 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $403,157 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $24,366 | InventoriesBOYAmt |
| Inventories EOY | $24,366 | InventoriesEOYAmt |
| Inventories EOYFMV | $24,366 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $71,102 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $49,616 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $49,616 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $74,025,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,936,980 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,936,980 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,854,973 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,114,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,114,796 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $67,479,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,956,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,844,068 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,733,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,735,904 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,476,007 | LandBOYAmt |
| Land EOY | $23,997,740 | LandEOYAmt |
| Land EOYFMV | $35,287,410 | LandEOYFMVAmt |
| Other Assets BOY | $29,723 | OtherAssetsBOYAmt |
| Other Assets EOY | $741,391 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $741,391 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $172,326,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,453,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $207,630,663 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $458,483 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,002,330 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $51,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,235,161 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $945,658 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,723,644 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,998,988 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $167,179,630 | UnrestrictedBOYAmt |
| Unrestricted EOY | $188,031,179 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $3,422,878 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $3,422,878 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $170,602,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,454,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $172,326,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,453,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $170,602,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,862,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,158,035 | OtherIncreasesAmt |
| Subtotal | $191,623,323 | SubtotalAmt |
| Other Decreases | $169,266 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,454,057 | 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 SALE OF INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $30,487,971 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,294,615 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,193,356 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,193,356 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,193,356 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,445 | NetShortTermCapitalGainLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
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 |
| 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 | $151,164 | $31,741 | $0 |
| JON MEDVED | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | PRESIDENT | 3.0 | $24,000 | $0 | $0 |
| NECHIE HALL | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | VICE PRESIDENT | 1.5 | $12,000 | $0 | $0 |
| LEONARD A FARR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SECRETARY/TREASURER | 1.5 | $12,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | TRUSTEE | 1.5 | $12,000 | $0 | $0 |
| THOMAS J NAUGHTON | ||||||||
| 555 GOLD PASS HEIGHTS | colorado Springs | CO | 80906 | TRUSTEE | 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 K HARVEY | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | BUSINESS MANAGER | 40.0 | $84,707 | $41,089 | $0 |
| LINDA BUENDORF | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SENIOR SVCS DIRECTOR | 40.0 | $95,315 | $22,953 | $0 |
| MARGARET HUNTER | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NURSING SUPERVISOR | 40.0 | $77,445 | $19,948 | $0 |
| RICK WHITE | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | MAINTENANCE SUPRVSR | 40.0 | $81,374 | $11,236 | $0 |
| RODERICK NADEAU | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | UTILITIES TECHNICIAN | 40.0 | $56,073 | $7,522 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| H W Houston Construction | |||||
| 210 S VICTORIA AVE | PUEBLO | CO | 81003 | construction | $1,347,876 |
| Kempton Construction | |||||
| 2990 N Marksheffel Rd | COLORADO SPRINGS | CO | 80922 | Construction | $371,622 |
| Colorado Springs Utilities | |||||
| 111 S Cascade Ave | COLORADO SPRINGS | CO | 80903 | Utilities | $300,944 |
| Meritain Health | |||||
| 9605 S KINGSTON CT | ENGLEWOOD | CO | 80112 | health plan premiums | $228,142 |
| James Nakai Associates | |||||
| 105 E Moreno Ave Ste 102 | COLORADO SPRINGS | CO | 80903 | design services | $188,550 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO OVER 100 ELDERLY PERSONS WITH LIMITED INCOME. | Description1Txt |
| Expenses1 | $3,343,208 | 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 | $199,340 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DUE TO GROWTH IN THEIR SERVICE TO THE COMMUNITY, CASA, A TOP RECIPIENT OF THE FOUNDATION'S GRANT PROGRAM, IS FINANCING NEW HEADQUARTERS THROUGH A CAPITAL CAMPAIGN. | Description1Txt |
| Expenses1 | $400,000 | Expenses1Amt |
| Total | $400,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $160,373,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $856,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,005,182 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,235,628 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,235,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,463,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $161,772,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,088,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,542,546 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $400,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,313,146 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $100,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,355,692 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,355,692 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,355,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $7,355,692 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,355,692 | 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 |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,842,503 | CurrentYearAmt |
| Year1 | $3,261,129 | Year1Amt |
| Year2 | $2,294,894 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $9,398,526 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,266,128 | CurrentYearAmt |
| Year1 | $2,771,960 | Year1Amt |
| Year2 | $1,950,660 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $7,988,748 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,355,692 | CurrentYearAmt |
| Year1 | $4,475,346 | Year1Amt |
| Year2 | $6,464,918 | Year2Amt |
| Year3 | $4,545,380 | Year3Amt |
| Total | $22,841,336 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $326,000 | CurrentYearAmt |
| Year1 | $260,100 | Year1Amt |
| Year2 | $280,000 | Year2Amt |
| Year3 | $287,000 | Year3Amt |
| Total | $1,153,100 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,029,692 | CurrentYearAmt |
| Year1 | $4,215,246 | Year1Amt |
| Year2 | $6,184,918 | Year2Amt |
| Year3 | $4,258,380 | Year3Amt |
| Total | $21,688,236 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| 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 | $5,392,403 | CurrentYearAmt |
| Year1 | $4,757,062 | Year1Amt |
| Year2 | $4,951,107 | Year2Amt |
| Year3 | $5,286,449 | Year3Amt |
| Total | $20,387,021 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Westside Cares | |||||||
| 2808 W Colorado Ave | Colorado Springs | CO | 80904 | NONE | PC | PROGRAM SUPPORT | $30,000 |
| Centro de la Familia | |||||||
| 122 E Las Animas | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: general operating support with develop disabilities | $15,000 |
| Children's Literacy Center | |||||||
| 2928 Strauss Ln Ste 100 | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: provide one-on-one literacy music programs | $12,500 |
| Colo Springs Conservatory | |||||||
| 415 S Sahwatch | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: CSC scholarship program-dist 2 nurtrition and job creation | $10,000 |
| Colorado Springs Children's Chorale | |||||||
| PO Box 7841 | Colorado Springs | CO | 80933 | NONE | PC | PROGRAM SUPPORT: Adopt-a-district program-school nurtrition and job creation | $5,000 |
| Comm Partnrship for Child Develop | |||||||
| 2330 Robinson St | Colorado Springs | CO | 80904 | NONE | PC | PROGRAM SUPPORT: Wellness & nutrition program nurtrition and job creation | $10,000 |
| Habitat for Humanity Teller County | |||||||
| PO Box 339 | Woodland Park | CO | 80866 | NONE | PC | PROGRAM SUPPORT: Homeownership program support support | $10,000 |
| High Plains Helping Hands | |||||||
| 7375 Adventure Wy | Colorado Springs | CO | 80923 | NONE | PC | PROGRAM SUPPORT: Aquaponics for sustainable support | $10,000 |
| Parents Challenge | |||||||
| 2 N Cascade Ave Ste 1280 | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: Parent Empowerment sessions transportation | $15,000 |
| Partners in Housing | |||||||
| 455 Gold Pass Heights | Colorado Springs | CO | 80906 | NONE | PC | PROGRAM SUPPORT: Homeless self-sufficiency program flooring upgrade | $15,000 |
| Rocky Mountain Kids | |||||||
| 2210 E La Salle St 219 | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: purchase 2 vans for group homes Homelessness Service Programs | $20,000 |
| TESSA | |||||||
| 435 Gold Pass Heights | Colorado Springs | CO | 80906 | NONE | PC | PROGRAM SUPPORT: general operating support and Sentencing Program | $30,000 |
| Catholic Charities of Central Colorado | |||||||
| 228 N Cascade Av | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support Fmaily Mentor Alliance programs | $15,000 |
| Catholic Health Initiatives | |||||||
| 2222 N Nevada Av | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: support Teller County Dental childcare for low income court users | $7,500 |
| Colorado Springs Teen Court | |||||||
| PO Box 2169 | Colorado Springs | CO | 80901 | NONE | PC | PROGRAM SUPPORT: support Restorative Justice | $5,000 |
| Colorado Springs Therapeutic Riding Ctr | |||||||
| 3254 Paseo Rd | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: support riding scholarships for 50 additional household w/children | $5,000 |
| Court Care for the Pikes Peak Region | |||||||
| PO Box 68 | Colorado Springs | CO | 80901 | NONE | PC | PROGRAM SUPPORT: general operations to provide Service & Youth Education Savings programs | $10,000 |
| Family Promise IHNCS | |||||||
| 519 N Tejon St | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support general operating funds | $15,000 |
| Fostering Hope Foundation | |||||||
| 111 S Tejon St Ste 112 | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support foster families in the (youth services) | $6,000 |
| Help the Needy | |||||||
| PO Box 644 | Woodland Park | CO | 80866 | NONE | PC | PROGRAM SUPPORT: support general operating funds | $10,000 |
| Mercy's Gate | |||||||
| 4360 Montebello Dr 300 | Colorado Springs | CO | 80918 | NONE | PC | PROGRAM SUPPORT: support direct service programs | $15,000 |
| REACH Pikes Peak | |||||||
| 312 S Weber Ste A | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support Family Stabilization | $10,000 |
| Rocky Mtn Community Land Trust | |||||||
| 1212 W Colorado Av | Colorado Springs | CO | 80904 | NONE | PC | PROGRAM SUPPORT: support general operating funds | $10,000 |
| Ronald McDonald House Charities SCOLO | |||||||
| 311 N Logan Av | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: support mobile clinic van for low | $15,000 |
| Tri-Lake Cares | |||||||
| PO Box 1301 | Monument | CO | 80132 | NONE | PC | PROGRAM SUPPORT: support general operating funds | $10,000 |
| Urban Peak of Colorado Springs | |||||||
| 423 E Cucharras | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support general operating funds | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Children's Literacy Center | |||||||
| 2928 Strauss Ln Ste 100 | COLORADO SPRINGS | CO | 80907 | NONE | PC | PROGRAM SUPPORT: provide one-on-one literacy tutoring to under performing students | $12,500 |
| CASA | |||||||
| 701 S Cascade Av | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support capital campaign-contingent on pledges/cash raised $620,000 | $25,000 |
| Catholic Health Initiatives | |||||||
| 2222 N Nevada Av | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: support Teller County Dental Program for low income children | $7,500 |
| Fostering Hope Foundation | |||||||
| 111 S Tejon St Ste 112 | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support foster families in the Pikes Peak Region grants to this organization would be dependent upon the appointment of a board member outside the current "family unitthe preparation of audited financial statements) | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $51,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REVENUES | $939,370 |
| CONSORTIUM REIMBURSEMENTS - UTILITIES | $102,850 |
| CONSORTIUM REIMBURSEMENTS - OTHER | $117,087 |
| 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 | $24,952 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,148,332 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,773,208 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,193,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STOCK LITIGATION SETTLEMENT | 18 | $26,336 |
| MISCELLANEOUS | 01 | $16,386 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,182,570 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,159,307 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,341,877 | 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 | $21,440 | Amt |
| Net Investment Income | $10,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,720 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,720 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The foundation has recorded a liability with an offset to work-in-process fixed assets. They have had work performed for construction that has occurred in 2017, but not yet billed by the contractor (Houston) who does not bill on a monthly basis. They estimate conservatively that $100,000 worth of work had been completed before year-end. The organization is a private operating foundation under private Letter ruling recieved July 2, 1991 and is not required to compute distributable amount. The organization was established in 1909 and classified as a private operating foundation in 1973. Start up period cash disbursements are available upon request. The schedule of the organizations actual cash distributions made directly for the active conduct of exempt activites for the past 10 years is as follows. 2016 $4,215,246 2015 6,184,918 2014 4,258,380 2013 6,931,726 2012 8,178,618 2011 4,101,374 2010 4,735,462 2009 3,530,553 2008 3,176,871 2007 9,119,333 | ExplanationTxt |
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 | $7,114,796 | EOYBookValueAmt |
| EOYFMV | $7,114,796 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $28,057,742 | $28,057,742 |
| EQUITY MUTUAL FUNDS | $41,879,238 | $41,879,238 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $35,660 | $2,923,608 |
| ALTERNATIVE INVESTMENTS | $84,920,460 | $84,920,460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,564 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,564 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $19,732 | $22,002 | $22,002 |
| ACCRUED ROYALTIES RECEIVABLE | $9,991 | $319,389 | $319,389 |
| CASA PROMISORY NOTE | $0 | $400,000 | $400,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED USE OF FACILITIES EXPENSE | Desc |
| Amt | $169,266 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WORKERS COMP | $51,293 | $31,951 | |
| EMPLOYEE RELATIONS | $8,262 | $5,146 | |
| INSURANCE | $148,791 | $52,641 | $40,042 |
| DUES & SUBSCRIPTIONS | $7,774 | $4,842 | |
| OFFICE EXPENSE | $56,693 | $35,314 | |
| TELEPHONE | $13,071 | $8,142 | |
| HOUSEKEEPING | $84,808 | $52,827 | |
| MARKETING | $12,943 | $8,062 | |
| UTILITIES | $300,447 | $84,300 | $102,850 |
| REPAIRS & MAINTENANCE | $179,271 | $18,238 | $93,431 |
| RECREATION | $18,542 | $11,550 | |
| EDEN ALTERNATIVE | $2,010 | $1,252 | |
| DIETARY | $151,216 | $94,193 | |
| CONTRACT SERVICES | $134,254 | $83,628 | |
| CONTRIBUTIONS | $604 | $376 | |
| MISCELLANEOUS | $3,719 | $2,317 | |
| CHARITABLE DIST. UNDER PLR | $35,000 | $21,802 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $1,773,208 | $1,773,208 | $1,773,208 |
| STOCK LITIGATION SETTLEMENT | $26,336 | $26,336 | $26,336 |
| HOME OPERATING REVENUES | $939,370 | $939,370 | |
| UTILITY REIMBURSEMENT | $102,850 | $102,850 | |
| OTHER REIMBURSEMENT | $117,087 | $117,087 | |
| Miscellaneous | $16,386 | $16,386 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $11,699,266 |
| DONATED USE OF FACILITIES INCOME | $458,769 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMISES TO GIVE - CONSORTIUM | Desc |
| BOY Book Value | $1,235,161 | BOYBookValueAmt |
| EOY Book Value | $945,658 | 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 | $270,340 | $270,340 | $270,340 | $0 |
| CONSULTING FEES | $45,836 | $45,836 |