MYRON STRATTON HOME: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-06
- IRS object ID
- 202632189349100318
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-06T13:22:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934792291 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORREN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 S CASCADE AVE SUITE 700 | 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 | 2025-01-01 | 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) |
|---|---|---|
| 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 | 2026-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN MERZ | PreparerPersonNm |
| PTIN | P00841439 | PTIN |
| Phone | 7196301186 | PhoneNum |
| Preparation | 2026-07-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $382,826,926 | 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 | $135,164 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,024,609 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $795,731 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,024,609 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,296,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,296,693 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,296,693 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,120,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,256,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,120,286 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,385,961 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $25,154,026 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,488,778 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28,709,524 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $50,730,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,701,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,416,787 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $339,381 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,969 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $34,969 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $304,412 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,721,894 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,379 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $14,379 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,707,515 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,286,667 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,339 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $7,339 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,279,328 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,180 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $13,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $527,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $436,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $436,542 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $91,316 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $387 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,427,668 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,427,668 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $67,644 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $67,644 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,271 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,271 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,731,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,888,796 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,589,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,148,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $506,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,822,693 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,072,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $967,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,014,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,115,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $506,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,822,693 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,086,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,614,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,195,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,594,094 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,918 | CashBOYAmt |
| Cash EOY | $1,413 | CashEOYAmt |
| Cash EOYFMV | $1,413 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,552,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,876,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,876,846 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $128,696 | AcctRcvblAmt |
| Acct Rcvbl BOY | $172,873 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $128,696 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $128,696 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $42,015 | InventoriesBOYAmt |
| Inventories EOY | $40,003 | InventoriesEOYAmt |
| Inventories EOYFMV | $40,003 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $346,962 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $239,401 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $239,401 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $49,868,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,578,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,578,103 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $179,553,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $213,866,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $230,728,461 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $65,841,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,636,392 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,031,351 | LandBOYAmt |
| Land EOY | $44,205,144 | LandEOYAmt |
| Land EOYFMV | $65,507,334 | LandEOYFMVAmt |
| Other Assets BOY | $5,704,544 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,726,669 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,726,669 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $298,275,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,662,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,826,926 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,008,254 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $778,505 | AccountsPayableEOYAmt |
| Grants Payable BOY | $60,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $585,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,060,943 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,653,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,851,948 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $292,198,699 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $337,387,679 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,422,878 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,422,878 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $295,621,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $340,810,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $298,275,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,662,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $295,621,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,614,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,574,053 | OtherIncreasesAmt |
| Subtotal | $340,810,557 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $340,810,557 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM GAIN ON INVESTMENTS | P | 2025-01-01 | 2025-12-31 | $23,656,646 | $2,385,961 | $2,385,961 |
| LONG TERM GAIN ON INVESTMENT | P | 2023-01-01 | 2025-12-31 | $86,600,262 | $8,734,325 | $8,734,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,120,286 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,385,961 | NetShortTermCapitalGainLossAmt |
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 |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | 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 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (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 | 40.00 | $267,381 | $53,387 | $0 |
| MICHAEL JORGENSEN | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | TRUSTEE | 1.50 | $12,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | PRESIDENT | 3.00 | $24,000 | $0 | $0 |
| THOMAS J NAUGHTON | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | VICE PRESIDENT | 1.50 | $12,000 | $0 | $0 |
| MEREDITH VAUGHAN | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SECRETARY | 1.50 | $12,000 | $0 | $0 |
| STEPHEN D WOODFORD | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | TREASURER | 1.50 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET HUNTER | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SR SERVICES DIRECTOR | 40.00 | $131,959 | $65,309 | $0 |
| CANDICE HARVEY | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR OF FINANCE | 40.00 | $143,790 | $50,581 | $0 |
| SCOTT CRAWFORD | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIR OF MAINTENANCE | 40.00 | $120,597 | $27,222 | $0 |
| CARIN PETERSON | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR OF HR | 32.25 | $113,414 | $29,882 | $0 |
| CASSAUNDRA EVANS | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR | 40.00 | $88,586 | $21,336 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRYAN CONSTRUCTION | |||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | CONSTRUCTION 441 GOLD RIDGE POINT PROJECT | $7,703,621 |
| MERITAIN HEALTH | |||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | HEALTH INSURANCE PREMIUMS & CLAIMS | $620,884 |
| COLORADO SPRINGS UTILITIES | |||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | UTILITIES | $348,347 |
| TRAVELERS CASUALTY INSURANCE | |||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | PROPERTY INSURANCE | $313,453 |
| DODGE & COX | |||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | INVESTMENT MANAGEMENT FEES | $198,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO 127 ELDERLY PERSONS WITH LIMITED INCOME | Description1Txt |
| Expenses1 | $6,651,919 | Expenses1Amt |
| Description2 | STRATTON CONSORTIUM: THE HOME PROVIDES THE FREE USE OF FACILITIES FOR OTHER NONPROFIT ORGANIZATIONS WITH VARIOUS MISSIONS THAT PROVIDE SERVICES TO 86 LOW INCOME RESIDENTS. | Description2Txt |
| Expenses2 | $647,750 | Expenses2Amt |
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 | $268,247,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $799,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,048,877 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,096,177 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $286,096,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,291,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $281,804,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,090,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,086,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $10,852,013 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,938,815 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,938,815 | CurrentYearAmt |
| Year1 | $14,799,873 | Year1Amt |
| Year2 | $8,214,088 | Year2Amt |
| Year3 | $8,810,070 | Year3Amt |
| Total | $50,762,846 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $546,500 | CurrentYearAmt |
| Year1 | $687,500 | Year1Amt |
| Year2 | $416,500 | Year2Amt |
| Year3 | $472,500 | Year3Amt |
| Total | $2,123,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,392,315 | CurrentYearAmt |
| Year1 | $14,112,373 | Year1Amt |
| Year2 | $7,797,588 | Year2Amt |
| Year3 | $8,337,570 | Year3Amt |
| Total | $48,639,846 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,393,491 | CurrentYearAmt |
| Year1 | $8,472,460 | Year1Amt |
| Year2 | $7,018,965 | Year2Amt |
| Year3 | $6,677,089 | Year3Amt |
| Total | $31,562,005 | 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 | NO PRESCRIBED FORMS | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASCENDING TO HEALTH RESPITE CARE | |||||||
| 1007 S TEJON ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | RESPITE AND RECUPERATIVE SUPPORT SERVICES | $20,000 |
| BOYS & GIRLS CLUB OF THE PP REGION | |||||||
| 1307 AEROPLAZA DR | COLORADO SPRINGS | CO | 80916 | NONE | PC | YOUTH DEVELOPMENT PROGRAMS | $15,000 |
| CAREERS IN CONSTRUCTION COLORADO | |||||||
| 4585 HILTON PKWY 100 | COLORADO SPRINGS | CO | 80907 | NONE | PC | GENERAL/PROGRAM/OPERATIONS NEEDS | $25,000 |
| CASA OF THE PP REGION | |||||||
| 418 S WEBER ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | DEPENDENCY AND NEGLECT PROGRAM SERVICES | $25,000 |
| CHEYENNE VILLAGE | |||||||
| 6275 LEHMAN DR | COLORADO SPRINGS | CO | 80918 | NONE | PC | GENERAL/PROGRAM/OPERATIONS NEEDS FOR ADULTS W I/DD | $25,000 |
| COLORADO CENTER FOR THE BLIND | |||||||
| 2233 W SHEPPERD AV LITTLETON | LITTLETON | CO | 80120 | NONE | PC | BRAILLE ENRICHMENT LITERACY AND LEARNING ACADEMY | $4,000 |
| COLORADO SPRINGS CHILDREN'S CHORALE | |||||||
| PO BOX 7841 | COLORADO SPRINGS | CO | 80933 | NONE | PC | MUSIC OUTREACH TO TRANSIENT/TEMPORARYILY HOUSED YOUTH | $5,000 |
| COMMUNITY OF CARING FOUNDATION | |||||||
| 166 EAST BENNETT AVENUE | CRIPPLE CREEK | CO | 80813 | NONE | PC | PROACTIVE/TRUSTEE GRANT | $100,000 |
| COURT CARE FOR PP REGION | |||||||
| PO BOX 68 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL/PROGRAM/OPERATIONS NEEDS | $10,000 |
| DIAKONIA | |||||||
| 1250 VENHORST RD | COLORADO SPRINGS | CO | 80920 | NONE | PC | PROACTIVE/TRUSTEE GRANT | $100,000 |
| DREAM CENTERS OF COLORADO SPRINGS | |||||||
| 11025 VOYAGE PKWY | COLORADO SPRINGS | CO | 80921 | NONE | PC | MARY'S HOME-SINGLE MOTHER FAMILIES EXITING HOMELESSNESS | $25,000 |
| EL PASO FOUNTAIN VALLEY SENIOR CITIZENS | |||||||
| 5745 SOUTHMOOR DRIVE | FOUNTAIN | CO | 80817 | NONE | PC | PROACTIVE/EXECUTIVE DIRECTOR GRANT | $15,000 |
| FAMILY LIFE SERVICES | |||||||
| 1880 S CASCADE AVE | COLORADO SPRINGS | CO | 80905 | NONE | PC | PROACTIVE GRANT | $100,000 |
| FOUNTAIN VALLEY SENIORS | |||||||
| 5745 SOUTHMOOR DRIVE | FOUNTAIN | CO | 80817 | NONE | PC | PROACTIVE/EXECUTIVE DIRECTOR GRANT | $5,000 |
| FRESH START CENTER | |||||||
| 7375 ADVENTURE WY | COLORADO SPRINGS | CO | 80920 | NONE | PC | CAPITAL EXPANSION PROJECT | $10,000 |
| GRECCIO HOUSING UNLIMITED | |||||||
| 1015 E PIKES PEAK AVE 110 | COLORADO SPRINGS | CO | 80903 | NONE | PC | RESIDENT RESOURCES | $15,000 |
| HABITAT FOR HUMANITY TELLER COUNTY | |||||||
| 627 WEST MIDLAND AVENUE | WOODLAND PARK | CO | 80863 | NONE | PC | PROACTIVE/TRUSTEE GRANT | $100,000 |
| HILLSIDE CONNECTION | |||||||
| PO BOX 1562 | COLORADO SPRINGS | CO | 80901 | NONE | PC | PROACTIVE GRANT | $25,000 |
| HOME FRONT MILITARY NETWORK | |||||||
| 1120 N CIRCLE DR 230 | COLORADO SPRINGS | CO | 80909 | NONE | PC | VETERANS INDEPENDENCE PROGRAM | $25,000 |
| HOMEWARD PIKES PEAK | |||||||
| 518 N NEVADA AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | THE COMMONS-UNSTABLE HOUSING SUPPORTIVE SERVICES | $20,000 |
| HOPE COS | |||||||
| 5440 N UNION BLVD | COLORADO SPRINGS | CO | 80918 | NONE | PC | PROACTIVE/EXECUTIVE DIRECTOR GRANT | $5,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS CS | |||||||
| 510 E WILLAMETTE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | SUPPORT GROUPS CONNECTIONS | $10,000 |
| PEAK EDUCATION | |||||||
| 1645 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | STAFF SUPPORT | $50,000 |
| PIKES PEAK ELDER JUSTICE CENTER | |||||||
| 10 E MONUMENT ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | ELDER SHELTER PROGRAMS | $20,000 |
| PIKES PEAK HOUSING NETWORK | |||||||
| 102 S TEJON ST 1200 | COLORADO SPRINGS | CO | 80903 | NONE | PC | AFFORDABLE HOUSING PROJECTS | $10,000 |
| PORCHLIGHT FRIENDS | |||||||
| 2120 ALAMOSA DR | COLORADO SPRINGS | CO | 80920 | NONE | PC | PEARLS OF COLORADO COLLABORATION-ELDERLY MENTAL HEALTH | $10,000 |
| RANGE RIDERS FOUNDATION | |||||||
| 630 SOUTHPOINTE COURT | COLORADO SPRINGS | CO | 80906 | NONE | PC | PROACTIVE/EXECUTIVE DIRECTOR GRANT | $5,000 |
| ROCKY MTN HEALTH CARE SERVICES | |||||||
| 8595 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NONE | PC | TECHNOLOGY ASSISTANCE TO ENHANCE SENIOR CARE | $25,000 |
| SILVER KEY SEINOR SERVICES | |||||||
| 1625 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | HELPING HANDS ELDER SERVICES PROGRAM | $30,000 |
| SLEEP IN HEAVENLY PEACE | |||||||
| 1560 ELDRIDGE AVE | TWIN FALLS | ID | 83301 | NONE | PC | COMMUNITY BED BUILDING PROGRAM | $10,000 |
| SOLID ROCK COMM DEVELOP CORP | |||||||
| 2520 ARLINGTON DR | COLORADO SPRINGS | CO | 80910 | NONE | PC | COMMUNITY FOOD CENTER FOR OLDER ADULTS | $25,000 |
| SPRINGS RESCUE MISSION | |||||||
| 5 W LAS VEGAS ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | RECOVERY SERVICES FOR ELDERLY HOMELESSNESS | $25,000 |
| THE CHILDREN'S LITERACY CENTER | |||||||
| 2928 STRAUS LN 100 | COLORADO SPRINGS | CO | 80907 | NONE | PC | AFTER SCHOOL TUTORING PROGRAM | $12,500 |
| THE PLACE | |||||||
| 423 E CUCHARRAS ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| UCFOUNDATION AKA UCCS AGING CENTER | |||||||
| 4863 N NEVADA AVE 321 | COLORADO SPRINGS | CO | 80903 | NONE | PC | MENTAL HEALTH CARE FOR OLDER ADULTS | $25,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1420 AUSTIN BLUFFS PARKWAY 301 | COLORADO SPRINGS | CO | 80918 | NONE | PC | STUDENT CHILDCARE COSTS | $10,000 |
| WESTSIDE CARES | |||||||
| 2808 W COLORADO AVE | COLORADO SPRINGS | CO | 80904 | NONE | PC | ELDERLY EMERGENCY SERVICES PROGRAM | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $974,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S LITERACY CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2928 STRAUS LN 100 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | AFTER SCHOOL TUTORING PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $12,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REV | $1,874,733 |
| UTILITY REIMBURSEMENT EXP | $108,730 |
| OTHER REIMBURSEMENT EXP | $237,212 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,024,609 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,296,693 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $22,931,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,120,286 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | 01 | $1,996 |
| STOCK LITIGATION SETTLEMENT | 01 | $71 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,374,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,220,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,595,614 | 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 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,000 | Amt |
| Net Investment Income | $13,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $45,578,103 | EOYBookValueAmt |
| EOYFMV | $45,578,103 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | AT COST | $35,660 | $16,897,891 |
| EQUITY MUTUAL FUNDS | AT COST | $98,149,996 | $98,149,996 |
| ALTERNATIVE INVESTMENTS | AT COST | $115,680,574 | $115,680,574 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,180 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,180 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $61,536 | $47,470 | $47,470 |
| ACCRUED ROYALTIES RECEIVABLE | $4,643,008 | $7,679,199 | $7,679,199 |
| NOTE RECEIVABLE | $1,000,000 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WORKERS COMP | $35,996 | $0 | $0 | $35,996 |
| EMPLOYEE RELATIONS | $70,356 | $0 | $0 | $70,356 |
| INSURANCE | $534,732 | $0 | $108,000 | $426,732 |
| DUES & SUBSCRIPTIONS | $39,071 | $0 | $0 | $39,071 |
| OFFICE EXPENSE | $68,451 | $0 | $0 | $68,451 |
| TELEPHONE | $48,570 | $0 | $0 | $48,570 |
| HOUSEKEEPING | $64,576 | $0 | $0 | $64,576 |
| MARKETING | $2,049 | $0 | $0 | $2,049 |
| UTILITIES | $413,440 | $0 | $108,730 | $304,710 |
| REPAIRS & MAINTENANCE | $315,635 | $0 | $299,058 | $16,577 |
| RECREATION | $23,425 | $0 | $0 | $23,425 |
| DINING SUPPLIES/MED SUPPLIES | $272,348 | $0 | $0 | $272,348 |
| CONTRACT SERVICES | $155,057 | $0 | $0 | $155,057 |
| MISCELLANEOUS | $2,437 | $0 | $0 | $2,439 |
| RENT SUBSIDY PROGRAM | $312,750 | $0 | $0 | $312,750 |
| CONSORTIUM PROMISE TO GIVE EXPENSE | $3,373,008 | $0 | $3,373,008 | $0 |
| EXPENSE CHANGE IN AP/PP | $0 | $0 | $0 | $743,318 |
| CHANGE IN OTHER CURRENT LIABILITES | $0 | $0 | $0 | $2,824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|---|
| PARTNERSHIP PASS THROUGH INCOME/LOSS | $3,555,498 | $3,555,498 | |
| ROYALTY | $22,931,284 | $22,931,284 | $22,931,284 |
| HOME OPERATING REV | $1,874,733 | $1,874,733 | |
| UTILITY REIMBURSEMENT EXP | $108,730 | $108,730 | |
| OTHER REIMBURSEMENT EXP | $237,212 | $237,212 | |
| MISCELLANEOUS | $1,996 | $1,996 | $1,996 |
| STOCK LITIGATION SETTLEMENT | $71 | $71 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $6,676,498 |
| DONATED USE OF FACILITIES INCOME | $897,555 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMISE TO GIVE-CONSORTIUM | Desc |
| BOY Book Value | $585,490 | BOYBookValueAmt |
| EOY Book Value | $3,060,943 | 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 | $436,542 | $436,542 | $436,542 | $0 |
| CONSULTING FEES | $91,316 | $0 | $0 | $91,316 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OIL & GAS EXCISE TAX | CategoryTxt |
| Amt | $387 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $387 | DisbursementsCharitablePrpsAmt |
Comments