2024-05-15T17:26:59-04:00 2023-12-31 460467164 ASCENTIA FINANCIAL LLC 16267 THUNDER CAT WAY MONUMENT CO 801326143 990PF 2023-01-01 841458182 RICHARD AND MARY PAT MCCORMICK CHARITABLE TRUST RICH 7205782300 3200 CHERRY CREEK SOUTH DRIVE 230 DENVER CO 80209 RICHARD D MCCORMICK TRUSTEE 7205782300 2024-05-10 RICHARD D MCCORMICK XXX-XX-XXXX false KRISTA W KIKUMOTO P01064947 3039555704 2024-05-10 X 2023 2023-04-26 12:10:37Z X 4320586 X X 25789 25789 43816 43816 852568 1675239 852568 922173 922173 9320 9320 16000 16000 18 18 25338 25338 0 1739667 1739667 1765005 25338 1739667 -842832 896835 338671 300997 300997 2653256 1848098 4019589 2991927 2149095 4320586 0 X 2991927 2149095 2991927 2149095 2991927 2149095 2991927 -842832 2149095 2149095 42,810 SH ATLAS CORP D 2023-03-28 663555 291276 372279 372279 1,530 SH ARK ETF TR INNOVATION P 2020-12-22 2023-12-08 75431 205663 -130232 -130232 1,986.0440 SH HARBOR CAPITAL APPRECI D 2023-12-08 184980 104529 80451 80451 563.195 SH VANGUARD 500 INDEX FD ADM D 2023-12-08 239980 143504 96476 96476 1,751 SH VERALTO CORP D 2023-12-08 131831 27088 104743 104743 1,070 SH BERKSHIRE HATHAWAY B D 2001-12-26 2023-12-08 377520 50611 326909 326909 852568 12466 12466 12466 5506 5506 6960 false false false false false false true true CO true false false false false true N/A RICHARD D & MARY PAT MCCORMICK 7205782300 3200 CHERRY CREEK S DR STE 230 DENVER CO 80209 false false false false false false false false false false false false false false false false false false false false false RICHARD D MCCORMICK 3200 CHERRY CREEK SOUTH DRIVE DENVER CO 80209 TRUSTEE 0.25 0 0 0 MARY PATRICIA MCCORMICK 3200 CHERRY CREEK SOUTH DRIVE DENVER CO 80209 TRUSTEE 0.25 0 0 0 NONE NONE N/A 5260045 211102 0 5471147 5471147 82067 5389080 269454 269454 12466 12466 256988 256988 256988 1739667 1739667 256988 1472900 1092746 186 1404586 3970418 1739667 256988 1482679 5453097 0 1472900 3980197 1092746 186 1404586 1482679 RICHARD D MCCORMICK X CHRIST IN THE CITY 3401 PECOS ST DENVER CO 80211 N/A POVERTY ASSISTANCE 5000 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 N/A EDUCATION-ATHLETIC DEPT 12500 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 N/A EDUCATION 12500 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 N/A EDUCATION 1666667 CYSTIC FIBROSIS FOUNDATION PO BOX 97372 WASHINGTON DC 20090 N/A MEDICAL RESEARCH 2500 ONE SIMPLE VOICE 228 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A RELIGIOUS SCHOLARSHIPS 5000 PHI GAMMA DELTA EDUCATIONAL FOUNDAT PO BOX 4599 LEXINGTON KY 40544 N/A SCHOLARSHIPS 5500 PHI GAMMA DELTA EDUCATIONAL FOUNDAT PO BOX 4599 LEXINGTON KY 40544 N/A SCHOLARSHIPS 5000 SEEDS OF HOPE NORTHERN COLORADO 1300 S STEELE ST DENVER CO 80210 N/A RELIGIOUS EDUCATION 25000 1739667 14 25789 14 43816 14 1942 850626 71547 850626 922173 false false false false false false false false false false ACCOUNTING AND TAX PREPARATION F 9320 9320 42,810 ATLAS CORP 1 SH. BERKSHIRE HATHAWAY - A 70950 542625 1,070 SH. BERKSHIRE HATHAWAY - B 5,255 SH. DANAHER CORP 205231 1215692 10,957 SH T ROWE PRICE NEW HORIZONS 561146 619520 4,109 SH. T ROWE PRICE VALUE FUND 191610 171720 4,341 SH. HARBOR CAPITAL APPREC FD 140108 418827 1,547 SH. VANGUARD 500 INDEX FUND 376286 680754 1,530 SH. ARK ETF INNOVATION ETF 2,198 SH. INVESCO ETF NASDAQ 100 302767 370451 EXPENSES BANK FEES 18 18 INVESTMENT MANAGEMENT FEES 16000 16000