Civic Intelligence

The Blackstone Charitable Trust

990PF • Fiscal year 2018 • EIN 26-1679944

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
PO Box 1142Durango, CO 81302

(907) 247-8176

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.13x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

1.04x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

52nd percentile

4.1%

Higher net margin than 52% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,550,392

Down $467,081 (-15%) from 2016

Net Assets

Down

$2,215,643

Down $217,740 (-8.9%) from 2016

Liabilities

Down

$334,749

Down $249,341 (-43%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin52nd percentile

Revenue

Down

$322,887

Down $106,955 (-25%) from 2016

Expenses

Down

$309,546

Down $86,104 (-22%) from 2016

Net Income

Down

$13,341

Down $20,851 (-61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,006,879Liabilities 2013: $293,622Net Assets 2013: $1,713,2572013Assets 2014: $2,819,244Liabilities 2014: $514,956Net Assets 2014: $2,304,2882014Assets 2015: $3,212,125Liabilities 2015: $818,854Net Assets 2015: $2,393,2712015Assets 2016: $3,017,473Liabilities 2016: $584,090Net Assets 2016: $2,433,3832016Assets 2018: $2,550,392Liabilities 2018: $334,749Net Assets 2018: $2,215,6432018Assets 2019: $2,717,817Liabilities 2019: $313,180Net Assets 2019: $2,404,6372019

Highlighted filing

2018

Assets$2,550,392
Liabilities$334,749
Net Assets$2,215,643
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $216,532Expenses 2013: $268,008Net Income 2013: -$51,4762013Revenue 2014: $902,231Expenses 2014: $311,200Net Income 2014: $591,0312014Revenue 2015: $416,756Expenses 2015: $321,831Net Income 2015: $94,9252015Revenue 2016: $429,842Expenses 2016: $395,650Net Income 2016: $34,1922016Revenue 2018: $322,887Expenses 2018: $309,546Net Income 2018: $13,3412018Revenue 2019: $538,449Expenses 2019: $349,455Net Income 2019: $188,9942019

Highlighted filing

2018

Revenue$322,887
Expenses$309,546
Net Income$13,341
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
G RAY SHEPHERDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Blackstone Charitable Trust
EIN
26-1679944
Phone
9072478176
Address
PO BOX 1142, DURANGO, CO 81302

Signing Officer

Name
G Ray Shepherd
Title
Trustee
Phone
6235167744
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Olson Cpas Pllc
Address
22849 N 19TH AVE STE 115, PHOENIX, AZ 85027
Preparer
Christine M Olson
Phone
6029715440
Raw XML AppendixShowing 400 of 510 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY CASH ACCOUNT
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0172693
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InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt31294
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt01142454
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt115305
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2233482
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt39903
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt41072
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDINGS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0229164
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-06-27
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-31
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02,000 SHRS CHESAPEAKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400 SHRS DEUTSCHE BK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21000 SHRS FREEPORT-MCMORAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32800 SHRS GE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4350 SHRS HESS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51800 SHRS KEANE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62000 SHRS VALEANT PHARM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7300 SHRS KKR CO LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc822849 N 19TH AVE BLDG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GALLUP, NM 3 ACRES LAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt040650
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-20319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt013341
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02215643
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02202302
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02215643
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0141180
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0141180
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0141180
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0142967
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01787
IRS990PF/DistributableAmountGrp/TotalTaxAmt01787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt076
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01787
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01863
IRS990PF/FMVAssetsEOYAmt03166151
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt022780
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt027928
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt08300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt041173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020770
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0194459
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01596675
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt01912670
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt01402216
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02017975
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0316239
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt0290778
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0554796
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0945582
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0945582
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0176000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0176000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt016040
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt016043
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02202302
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02215643
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt040422
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02557361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02550392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03166151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0355059
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0334749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02557361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02550392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02202302
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02215643
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt0290778
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02902874
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023123
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030972
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043543
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03139557
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0142967
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02859331
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03193652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0G RAY SHEPHERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0128 STEWART STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DURANGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd081303
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0135515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0133511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0146887
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.028197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.046306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.047245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.047432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02926534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02825928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03096804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.140983
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0129103
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0129103
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0129103
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A - PROVIDED FUNDS FOR FOUNDATIONS EXEMPT PURPOSE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0G RAY SHEPHERD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0128 STEWART STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DURANGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd081303
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09702478176
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0129103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SCHOLARSHIP FUNDS FOR NEEDY STUDENTS TO ATTEND COLLEGE, ETC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FORT LEWIS COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 RIM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURANGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0129103
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0129103
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0141180
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0129103
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012077
MortgagesAndNotesPayableSch/MortgageAmt0380000
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt0176662
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt1114116
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt0521410
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt1342000
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt00000000000.036500000000
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt10000000000.070000000000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/BusinessName/BusinessNameLine1Txt0FIRST CITIZENS BANK LOAN
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0GARY SHEPHERD
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt02019-09
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt12027-05
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt0250000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt1130000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt0PURCHASE RENTAL BLDG
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt1REFINANCED BPH LOAN ON RENTAL BLDG
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt02014-09
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt12017-05
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt0180 MO AMORT, 60 MO TERM
MortgagesAndNotesPayableSch/NotePayableGrp/RepaymentTermsTxt11,549 PMTS FOR 60 MO
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt024825 N 16TH ST BLDG
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt19299 W OLIVE 508 BLDG
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010003
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11085
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt225079

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,550,392
Liabilities
$334,749
Net assets
$2,215,643
Revenue
$322,887
Expenses
$309,546
Net income
$13,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.31$2.40$0.54$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.55$0.33$2.22$0.32$0.31$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.58$2.43$0.43$0.40$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.82$2.39$0.42$0.32$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.51$2.30$0.90$0.31$0.59
2013Detailed filing. Detailed filing data is available for this year.$2.01$0.29$1.71$0.22$0.27$0.05