ECONOMY DATA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ECONOMY DATA FOUNDATION (EIN 42-1152386)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349101272
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T11:46:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421130301 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELGAARD CPAS & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10550 NEW YORK AVE SUITE 100 | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50322 | 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 | 421152386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMY DATA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ECON | BusinessNameControlTxt |
| Phone | 3035225922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 SYRACUSE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN TORGERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035225922 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCH THEDE | PreparerPersonNm |
| PTIN | P02264649 | PTIN |
| Phone | 5152530099 | PhoneNum |
| Preparation | 2025-10-29 | 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 | $1,362,472 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,456 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,391 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $824 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $412 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $412 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $904 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $904 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $904 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,535 | CashBOYAmt |
| Cash EOY | $39,876 | CashEOYAmt |
| Cash EOYFMV | $39,876 | CashEOYFMVAmt |
| Other Investments BOY | $274,496 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $274,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,322,596 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $301,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,362,472 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $220,798 | CapitalStockBOYAmt |
| Capital Stock EOY | $220,798 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $80,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $93,396 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $301,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $301,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $301,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $314,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $314,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40.0 MASTERCARD | P | 2006-05-30 | 2024-10-22 | $20,189 | $178 | $20,011 | $20,011 |
| CAPITAL GAINS DIVIDENDS | P | $30,445 | $30,445 | $30,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,456 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,070 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,070 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $1,120 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANN TORGERSON | IndividualWithBooksNm |
| Phone | 3035225922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 SYRACUSE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANN TORGERSON | ||||||||
| 694 SYRACUSE ST | DENVER | CO | 80230 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW MASON | ||||||||
| 6112 ASHCROFT AVENUE | EDINA | MN | 55424 | SECRETARY | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,269,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,300,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,300,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,281,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,070 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,070 | TotalTaxAmt |
| Distributable Before Adj | $63,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $284 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,912 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $91 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $91 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,469 | ExcessFromYear4Amt |
| Excess From Year2 | $3,766 | ExcessFromYear2Amt |
| Excess From Year1 | $675 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEAN WATER FUND | |||||||
| 301 4TH AVENUE S STE 365N | MINNEAPOLIS | MN | 55415 | NONE | TAX EXEMPT | CHARITABLE | $3,000 |
| CRAIG HOSPITAL | |||||||
| 3425 S CLARKSON STREET | ENGLEWOOD | CO | 80113 | NONE | NON-PROFIT | CHARITABLE | $2,000 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK ST | DENVER | CO | 80206 | NONE | NON-PROFIT | CHARITABLE | $2,000 |
| DONATE LIFE NORTHWEST | |||||||
| PO BOX 532 | PORTLAND | OR | 97207 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| FRIENDS OF OUTDOOR SCHOOL | |||||||
| PO BOX 82684 | PORTLAND | OR | 97282 | NONE | NON-PROFIT | CHARITABLE | $1,000 |
| HABITAT FOR HUMANITY OF METRO DENVER | |||||||
| PO BOX 5202 | DENVER | CO | 80217 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| HOYT ARBORETUM | |||||||
| 4000 SW FAIRVIEW BLVD | PORTLAND | OR | 97221 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| JEWISH FAMILY SERVICES OF COLORADO | |||||||
| 3201 S TAMARAC DRIVE | DENVER | CO | 80231 | NONE | NON-PROFIT | CHARITABLE | $3,000 |
| LEAP THERAPEUTIC WILDERNESS PROGRAMS | |||||||
| 806 SW BROADWAY SUITE 300 | PORTLAND | OR | 97205 | NONE | NON-PROFIT | CHARITABLE | $1,000 |
| LOWRY ELEMENTARY PTO | |||||||
| 8001 E CEDAR AVENUE | DENVER | CO | 80230 | NONE | NON-PROFIT | CHARITABLE | $2,000 |
| LOWRY FOUNDATION | |||||||
| 293 ROSLYN STREET | DENVER | CO | 80230 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| NICK WILSON CHARITABLE GROUP | |||||||
| PO BOX 80852 | PORTLAND | OR | 97280 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| PLANNED PARENTHOOD ACTION FUND | |||||||
| PO BOX 96771 | WASHINGTON | DC | 20090 | NONE | TAX EXEMPT | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD COLUMBIA WILLAMETTE | |||||||
| 3727 NE MARTIN LUTHER KING BLVD | PORTLAND | OR | 97212 | NONE | NON-PROFIT | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD OF MN | |||||||
| 1200 LAGOON AVENUE | MINNEAPOLIS | MN | 55408 | NONE | NON-PROFIT | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | NONE | NON-PROFIT | CHARITABLE | $4,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAIN | |||||||
| 7155 E 38TH AVENUE | DENVER | CO | 80207 | NONE | NON-PROFIT | CHARITABLE | $5,000 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | NON-PROFIT | CHARITABLE | $5,000 |
| THE ASSISTANCE LEAGUE DENVER | |||||||
| 6265 E EVANS AVENUE 7 | DENVER | CO | 80222 | NONE | TAX EXEMPT | CHARITABLE | $1,000 |
| THE DENVER CHERRY CREEK ROTARY FDN | |||||||
| PO BOX 460763 | DENVER | CO | 80246 | NONE | TAX EXEMPT | CHARITABLE | $1,500 |
| THE DENVER RESCUE MISSION | |||||||
| 6100 SMITH ROAD | DENVER | CO | 80216 | NONE | TAX EXEMPT | CHARITABLE | $1,000 |
| THE GRAND FOUNDATION | |||||||
| PO BOX 1342 | WINTER PARK | CO | 80482 | NONE | TAX EXEMPT | CHARITABLE | $2,000 |
| THE ROTARY FOUNDATION | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NONE | NON-PROFIT | CHARITABLE | $2,000 |
| YMCA CAMP WIDJIWAGAN | |||||||
| NW 5901 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | NONE | NON-PROFIT | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,898 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,456 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $77,391 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,391 | 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 |
|---|---|
| 3 | INVESTMENT INCOME HELPS MEET THE CHARITABLE DISTRIBUTION REQUIREMENT |
| 4 | INVESTMENT INCOME HELPS MEET THE CHARITABLE DISTRIBUTION REQUIREMENT |
| 8 | INVESTMENT INCOME HELPS MEET THE CHARITABLE DISTRIBUTION REQUIREMENT |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF PREPARATION | CategoryTxt |
| Amt | $824 | Amt |
| Net Investment Income | $412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $412 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $274,318 | BookValueAmt |
| EOYFMV | $1,322,596 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 TAX RETURN FILING | CategoryTxt |
| Amt | $904 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $904 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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