2024-05-01T14:52:30-05:00 2023-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990PF 2023-01-01 467364436 CLAUDE A WOLF AND SYBIL J WOLF TRUST CLAU 9704843467 215 W MAGNOLIA STREET 200 FORT COLLINS CO 80521 DRAKE JOHNSON TRUSTEE 9704843467 2024-05-01 1 DRAKE JOHNSON 999009999 0 KYLE FRITCH CPA P01313374 9702238825 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 614109 X X 5 5 2171 2171 2645 8674 2645 25683 25683 30504 30504 2500 0 2500 2500 0 2500 1154 0 1154 789 0 23 6943 0 6177 20000 20000 26943 0 26177 3561 30504 56268 42736 42736 466967 0 453409 466967 466967 100292 103827 104406 609969 613530 614109 0 0 X 0 0 0 0 609969 613530 609969 613530 609969 613530 609969 3561 0 613530 0 613530 PUBLICLY TRADED SECURITIES 105 102 3 3 PUBLICLY TRADED SECURITIES 5967 5927 40 40 CAPITAL GAINS DIVIDENDS P 2602 2602 2602 2645 424 0 424 0 424 0 0 0 0 0 0 424 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A DRAKE JOHNSON 9704843467 215 W MAGNOLIA STE 200 FORT COLLINS CO 80521 0 0 0 0 1 0 0 0 0 1 2022 1 0 0 0 0 0 1 0 0 0 0 0 0 0 DRAKE JOHNSON 215 W MAGNOLIA ST STE 200 FORT COLLINS CO 80521 TRUSTEE 1.00 2500 0 0 NONE 0 NONE 0 0 96211 44976 453409 594596 0 0 594596 8919 585677 29284 29284 424 424 28860 0 28860 0 28860 26177 0 26177 28860 30161 0 0 26177 26177 0 0 0 0 0 0 0 0 0 0 3984 28860 0 0 0 X DRAKE JOHNSON 215 W MAGNOLIA STE 200 FORT COLLINS CO 80521 9704843467 THE SCHOLARSHIP COMMITTEE SHALL REQUEST APPLICANTS FROM THE APPROPRIATE ADMINISTRATORS OR COUNSELORS OF MORGAN COUNTY HIGH SCHOOLS FOR THE PURPOSES OF AWARDING SCHOLARSHIPS BASED UPON THE COMBINATION OF FINANCIAL NEED, THE STUDENT'S EXPECTATION OF SUCCESS IN COLLEGE, AND THE STUDENT'S ABILITY TO WORK WITH AND GET ALONG WITH PEOPLE IN GENERAL. N/A AWARDS LIMITED TO GRADUATING HIGH SCHOOL SENIORS FROM MORGAN COUNTY. ADDISON ALEXANDER 16500 COUNTY ROAD 26 BRUSH CO 80723 NONE I TUITION ASSISTANCE 5000 KIRSTEN DAHL 20492 COUNTY RD R FORT MORGAN CO 80701 NONE I TUITION ASSISTANCE 5000 MATTIE SINGLEY 413 HOWELL AVE BRUSH CO 80723 NONE I TUITION ASSISTANCE 5000 NATHAN GERKIN 22850 COUNTY ROAD 20 FORT MORGAN CO 80701 NONE I TUITION ASSISTANCE 5000 20000 0 14 5 14 2171 14 25683 18 2645 0 30504 0 30504 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2500 0 2500 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE CLAUDE A WOLF AND SYBIL J WOLF TRUST HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2015 IN THE AMOUNT OF $6,486. AMERICAN CORP BOND CL F2 FMV 2107 1973 AMERICAN STRATEGIC BOND CL F2 FMV 2751 2712 BOND FUND OF AMERICA CL F2 FMV 21146 19357 CAPITAL INCOME BUILDER CL F2 FMV 7106 7243 GROWTH FUND OF AMERICA CL F2 FMV 15656 16392 INTERMEDIATE BOND FUND OF AMERICA CL F2 FMV 3892 3677 INVESTMENT COMPANY OF AMERICA CL F2 FMV 11267 12195 JOHN HANCOCK DISCIPLINED VAL MID CAPCL I FMV 8732 8981 SMALLCAP WORLD CL F2 FMV 8089 8472 WASHINGTON MUTUAL INVESTORS CL F2 FMV 18076 18265 EUROPACIFIC GROWTH CL F2 FMV 5005 5139 NOTE RECEIVABLE INTEREST 25683 25683 25683 MOORE FINANCIAL SERVICES LLC NONE 300000 300000 2014-08 2029-09 INTEREST ONLY BALLOON 5.000000000000 SECURITY INTEREST AGAINST EQUIPMENT, INVENTORY, & A/R BUSINESS FINANCING CASH 0 MOORE FINANCIAL SERVICES LLC NONE 15000 15000 2017-09 2027-06 BALLOON PAYMENT 5.000000000000 EQUIPMENT, INVENTORY & ACCOUNTS RECEIVABLE BUSINESS FINANCING CASH 0 SIMON FLETCHER NONE 30000 36147 2020-03 2025-05 MONTHLY WITH INTEREST 10.000000000000 EQUIPMENT, INVENTORY & ACCOUNTS RECEIVABLE BUSINESS FINANCING CASH 0 ASHLEY OWEN NONE 135000 84100 2021-05 2027-05 MONTHLY WITH INTEREST 5.500000000000 SHARE OF 3 HARMONIC EGG BUSINESS ASSETS REFINANCE OF BUSINESS LOAN CASH 0 JAMES AND LARRY MOORE NONE 22000 20559 2023-05 2029-05 6 YEAR AMORTIZATION 6.000000000000 NONE, AS BORROWER HAS BEEN A CONSISTENT AND RELIABLE PAYOR IN THE PAST PURCHASE VEHICLE CASH 0 VICTORIA TURNER NONE 13344 11161 2023-02 2020-07 40 MONTH AMORTIZATION 5.000000000000 2009 JEEP WRANGLER DEBT CONSOLIDATION CASH 0 LPL FINANCIAL FEES 1154 0 1154 EXCISE TAX 766 0 0 FOREIGN TAXES 23 0 23