Civic Intelligence

Dr Mary Bates Trust Fund

EIN 84-6028055 • Conifer, CO

8899 Black Mountain DriveConifer, CO 80433-9715
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$9,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-12%

Faster revenue growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$330,886

Up $18,315 (+5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$330,886

Up $18,315 (+5.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin68th percentile

Revenue

Down

$135,219

Down $17,641 (-12%) from 2023

Expenses

Down

$116,904

Down $27,752 (-19%) from 2023

Net Income

Up

$18,315

Up $10,111 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0-$500KAssets 2011: $552,869Liabilities 2011: $02011Assets 2012: $503,004Liabilities 2012: $02012Assets 2013: $449,825Liabilities 2013: $0Net Assets 2013: -$253,9562013Assets 2014: $394,327Liabilities 2014: $02014Assets 2015: $332,236Liabilities 2015: $02015Assets 2016: $285,993Liabilities 2016: $1,194Net Assets 2016: $284,7992016Assets 2017: $309,912Liabilities 2017: $2,634Net Assets 2017: $307,2782017Assets 2018: $282,216Liabilities 2018: $2,492Net Assets 2018: $279,7242018Assets 2019: $246,455Liabilities 2019: $2,730Net Assets 2019: $243,7252019Assets 2020: $231,649Liabilities 2020: $0Net Assets 2020: $231,6492020Assets 2021: $245,689Liabilities 2021: $0Net Assets 2021: $245,6892021Assets 2022: $304,367Liabilities 2022: $0Net Assets 2022: $304,3672022Assets 2023: $312,571Liabilities 2023: $0Net Assets 2023: $312,5712023Assets 2024: $330,886Liabilities 2024: $0Net Assets 2024: $330,8862024

Highlighted filing

2024

Assets$330,886
Liabilities$0
Net Assets$330,886
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $97,102Expenses 2011: $138,801Net Income 2011: -$41,6992011Revenue 2012: $103,499Expenses 2012: $153,364Net Income 2012: -$49,8652012Revenue 2013: $109,239Expenses 2013: $160,148Net Income 2013: -$50,9092013Revenue 2014: $120,425Expenses 2014: $178,193Net Income 2014: -$57,7682014Revenue 2015: $125,656Expenses 2015: $187,747Net Income 2015: -$62,0912015Revenue 2016: $139,778Expenses 2016: $187,215Net Income 2016: -$47,4372016Revenue 2017: $137,129Expenses 2017: $189,566Net Income 2017: -$52,4372017Revenue 2018: $138,013Expenses 2018: $184,624Net Income 2018: -$46,6112018Revenue 2019: $149,139Expenses 2019: $185,138Net Income 2019: -$35,9992019Revenue 2020: $101,874Expenses 2020: $2,696,459Net Income 2020: -$2,594,5852020Revenue 2021: $129,257Expenses 2021: $115,217Net Income 2021: $14,0402021Revenue 2022: $93,907Expenses 2022: $35,229Net Income 2022: $58,6782022Revenue 2023: $152,860Expenses 2023: $144,656Net Income 2023: $8,2042023Revenue 2024: $135,219Expenses 2024: $116,904Net Income 2024: $18,3152024

Highlighted filing

2024

Revenue$135,219
Expenses$116,904
Net Income$18,315
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,886
Liabilities
$0
Net assets
$330,886
Revenue
$135,219
Expenses
$116,904
Net income
$18,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.14$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.15$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.09$0.04$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.10$2.70$2.59
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.24$0.15$0.19$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.14$0.18$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.14$0.19$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.28$0.14$0.19$0.05
2015Summary only. Only limited summary data is available for this year.$0.33$0.00$0.13$0.19$0.06
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.12$0.18$0.06
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.25$0.11$0.16$0.05
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.10$0.15$0.05
2011Summary only. Only limited summary data is available for this year.$0.55$0.00$0.10$0.14$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RYAN KARGOLTrusteePT$9,000-$9,000
MARILYN C BRISCOETrustee-$0--
JANET WOLFETrustee-$0--
REBECCA A WOLFETrustee-$0--
DAN WOLFETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dr Mary Bates Trust Fund
EIN
84-6028055
In Care Of
% RYAN KARGOL
Phone
3036707944
Address
8899 BLACK MOUNTAIN DRIVE, Conifer, CO 80433-9715

Signing Officer

Name
Ryan Kargol
Title
CFO
Phone
3036707944
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Rocky Mountain Tax & Accounting Services Inc
Address
43177 Salddlehorn Dr, Elizabeth, CO 80107
Preparer
Ryan Kargol
Phone
3034507605
Raw XML Appendix267 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7173236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0132267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1266496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31164937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5272984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6232620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7217104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8173236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt968692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1024699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1145592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1256223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1484276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ATT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CORNERSTONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIRST ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HONEYWELL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INGREDION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JANUS GROWTH AND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MATTEL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PACIFIC GAS AND ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12TUPPERWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14VODAFONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15XCELL ENERGY
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0105000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0135216
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0135216
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018315
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0135219
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0114000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0116904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0135219
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0135219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011904
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0587
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018315
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0330886
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0312571
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0330886
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0133983
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0133983
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0133983
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0135863
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01880
IRS990PF/DistributableAmountGrp/TotalTaxAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01925
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015
IRS990PF/FMVAssetsEOYAmt02787289
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt040913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0230495
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0280674
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02777990
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0312571
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0330886
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt071390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0312571
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0330886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02787289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0312571
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0330886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0312571
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0330886
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010686
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt09299
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt09299
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02758637
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02758637
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041380
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0135863
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02717257
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02758637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt39000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARILYN C BRISCOE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA A WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RYAN KARGOL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAN WOLFE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015842 WEST REMINGTON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11500 LAS LOMAS NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt281 SKYLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3341 EUREKA STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45206 MERIDIAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SUPRISE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TIJERAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CENTRAL CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0853742189
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd187111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd287059
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd380427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd495118
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0114000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0114000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RYAN KARGOL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08899 BLACK MOUNTAIND DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CONIFER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0804339715
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03036707944
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RYAN KARGOL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03036707944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0341 EUREKA ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CENTRAL CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080427
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0HUMANE SOCIETIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARY ELIZABETH BATES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08899 BLACK MOUNTAIN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONIFER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080433
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
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/AppliedToCurrentYearAmt0114000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02243615
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02227731
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02223632
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0114000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02227731
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02247714
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN KARGOL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03036707944
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR MARY BATES TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0DRMA
ReturnHeader/Filer/EIN0846028055
ReturnHeader/Filer/InCareOfNm0% RYAN KARGOL
ReturnHeader/Filer/PhoneNum03036707944
ReturnHeader/Filer/USAddress/AddressLine1Txt08899 BLACK MOUNTAIN DRIVE
ReturnHeader/Filer/USAddress/CityNm0Conifer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0804339715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841265598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rocky Mountain Tax & Accounting Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043177 Salddlehorn Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elizabeth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080107
ReturnHeader/PreparerPersonGrp/PhoneNum03034507605
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan Kargol
ReturnHeader/ReturnTs02025-05-08T01:40:25-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.