2024-09-13T14:01:14-05:00 2024-04-30 346565596 ERNST & YOUNG US LLC 1201 ELM STREET SUITE 1400 DALLAS TX 75270 990 2023-05-01 846319128 BOULDER HISTORICAL SOCIETY TRUST XXX-XX-XXXX BOUL 3035318100 1900 16TH STREET SUITE 1200 DENVER CO 80202 KRISTIN PINEIRO Trust Officer 3035318100 2024-09-13 true false SUDEEP SATYAL P01707869 2147561052 2024-09-13 2023 2024-08-08 14:25:15Z First Western Trust 1900 16th Street Suite 500 Denver CO 80202 2888286 false X N/A X 1997 CO ENDOWMENT FUNDS FOR THE BOULDER HISTORICAL SOCIETY 0 0 0 0 0 0 0 166837 225845 0 166837 225845 0 0 30496 36231 0 0 91149 38202 121645 74433 45192 151412 6639380 5715359 6639380 5715359 0 ENDOWMENT FUNDS FOR THE BOULDER HISTORICAL SOCIETY false false "PROVIDED FUNDING TO THE BOULDER HISTORICAL SOCIETY" UNDER TRUST AGREEMENT. true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true false false true false false false false false false CO X First Western Trust Bank 3035318100 1900 16th Street Suite 500 Denver CO 80202 X First Western Bank Trustee X X 0 0 0 0 0 0 false false false 167089 167089 2721197 2662441 58756 58756 225845 167089 36231 36231 29824 29824 7912 7912 466 466 74433 74433 0 0 413647 82302 6225733 5633057 6639380 5715359 6639380 5715359 6639380 5715359 0 0 6639380 5715359 X 151412 -151412 X false false false X X 1 BOULDER HISTORICAL SOCIETY DBA MUSEUM OF BOULDER 840576359 7 true 664915 0 1 664915 0 true false false false false false false false false false false true false false false false true false true 0 0 119141 119141 0 0 0 119141 0 6647342 5633057 0 6647342 5633057 0 0 6647342 5633057 99710 84496 6547632 5548561 229167 194200 0 229167 194200 119141 101270 229167 229167 0 229167 0 0 0 0 0 0 0 0 229167 0 229167 0 0 0 0 322325 91258 540212 0 229167 0 311045 0 0 0 0 0 311045 0 0 219787 91258 0 Part IV, Section D, 2 The trustee has discretion with respect to the timing and amount of distributions from the trust to the supported organization and has at least quarterly telephone meeting with officer(s) of the supported organization to discuss the supported organizations projected needs and how the supported organization would like the trustee to use the trust income and invest its assets. The trustee Part IV, Section D, 2 (cont.) communications to the supported organization about investments and plans for distributions, including quarterly investment statements and an annual accounting, in addition to the notices required of all Type III supporting organizations. Part IV, Section D, 3 As described in Part IV, Section D, item 2 the supported organization does have a significant voice in the organizations investment policies. Part IV, Section D, Line 1 The filing organization provided a copy of their 990 and written support to the supported organization, they were in regular contact with the supported organization. Line 9 part XI Reason since it was transferred from successor trustee FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATIONBEFORE THE IRS FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 19 AS TRUSTEE, FIRST WESTERN BANK MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. FIRST WESTERN BANK DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT FIRST WESTERN BANK STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 Change because of receiving worksheet from successor trustee false true false false false false false false false false false false false false false false false false false