2024-04-29T13:07:57-04:00 2023-12-31 841612548 BARBARA A MEDINA CPA PC 16 INVERNESS PL STE E-100 ENGLEWOOD CO 801125630 990PF 2023-01-01 742223365 FREEMAN FAMILY FOUNDATION FREE 3035646713 55 SOUTH ELM STREET DENVER CO 80246 LAURA FREEMAN MICHAELS CO-TRUSTEE 3033772662 2024-04-20 true LAURA FREEMAN MICHAELS XXX-XX-XXXX true BARBARA A MEDINA CPA P00383605 3037717136 2024-04-20 2023 2023-04-26 12:10:37Z X 553561 X X 81 81 15056 15056 2790 425077 2790 17927 17927 1200 1200 202 202 5312 5312 6714 6714 0 25700 25700 32414 6714 25700 -14487 11213 22532 6046 6046 491555 547515 547515 514087 553561 553561 0 X 514087 553561 514087 553561 514087 553561 514087 -14487 58257 557857 4296 553561 CHARLES SCHWAB S/T COVERED P 115070 116306 -1236 -1236 CHARLES SCHWAB L/T COVERED P 296426 300329 -3903 -3903 CHARLES SCHWAB L/T NONCOVERED P 11904 5652 6252 6252 2790 1113 156 156 156 156 false false false false false false false true true CO true false false false false true NA LAURA FREEMAN MICHAELS 3033772662 55 SOUTH ELM STREET DENVER CO 80246 false false false false false false false false false false false false false false false false false false false false LAURA FREEMAN MICHAELS 55 SOUTH ELM STREET DENVER CO 80246 CO-TRUSTEE 000.00 0 0 0 SUSAN FREEMAN 8434 SUGARMAN DRIVE LA JOLLA CA 92037 CO-TRUSTEE 000.00 0 0 0 NONE NONE N/A 521781 19952 0 541733 541733 8126 533607 26680 26680 156 156 26524 26524 26524 25700 25700 26524 7111 7111 25700 25700 824 824 6287 0 6287 6287 X CANCER RESEARCH INSTITUTE 29 BROADWAY NEW YORK NY 10006 PC GENERAL OR EDUCATIONAL 1000 COLORADO CEASEFIRE PO BOX 7501 DENVER CO 80207 PC GENERAL OR EDUCATIONAL 500 COLORADO COALITION FOR THE HOMELESS 2111 CHAMPA DENVER CO 80205 PC GENERAL OR EDUCATIONAL 500 HEARTLAND MENTAL HEALH CENTER (CHAR 709 E 12T AVE DENVER CO 80203 PC GENERAL OR EDUCATIONAL 2000 COLORADO PUBLIC RADIO 7409 S ALTON CT CENTENNIA CENTENNIAL CO 80112 PC GENERAL OR EDUCATIONAL 750 ISRAEL RELIGIOUS ACTION CENTER 633 THIRD AVE NEW YORK NY 10017 PC GENERAL OR EDUCATIONAL 500 JEWISH FAMILY SERVICE OF COLORADO 3201 S TAMARAC DRIVE DENVER CO 80231 PC GENERAL OR EDUCATIONAL 5000 JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVE SAN DIEGO CA 92123 PC GENERAL OR EDUCATIONAL 4800 NATIONAL PARK FOUNDATION PO BOX 17394 BALTIMORE MD 21298 PC GENERAL OR EDUCATIONAL 1000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST NEW YORK NY 10011 PC GENERAL OR EDUCATIONAL 1500 PLANNED PARENTHOOD FEDERATION OF AM PO BOX 96735 WASHINTON DC 20077 PC GENERAL OR EDUCATIONAL 550 PLANNED PARENTHOOD OF ROCKY MOUNTAI 7155 E 38TH AVE DENVER CO 80207 PC GENERAL OR EDUCATIONAL 2000 RAY OF HOPE 1385 S COLORADO BLVD 108 DENVER CO 80222 PC GENERAL AND EDUCATIONAL 500 REFLECTIVE PRACTICE 3 GLEN DRIVE MILL VALLEY CA 94941 PC GENERAL OR EDUCATIONAL 500 ROCKY MOUNTAIN CRISIS PARTNERS PO BOX 460695 DENVER CO 80246 PC GENERAL OR EDUCATIONAL 600 UNITED JEWISH FEDERATION OF SAN DIE 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 PC GENERAL OR EDUCATIONAL 4000 25700 14 81 14 15056 14 2790 17927 17927 false false false false false false false false false false BARBARA A MEDINA CPA PC 1200 1200 ALPS MITH TOTAL RETURN AMERICAN FUNDS EUROP ARTISAN DEV WORLD BBH LIMITED DURATION I CHAMPLAIN SMALL COMPANY DFA US SMALL CAP VALUE PORT DODGE & COX STOCK FUND FIDELITY OVERSEAS FUND 25523 25523 ISHARES CORE DIVEDEND 35898 35898 ISHARES CORE S&P MID CAP ISHARES CORE US ISHARES IBONDS TERM IBTE 27916 27916 ISHARES MSCIUSA QLTY 80191 80191 ISHARES MSCI USA QLTY NEUBERGER BERMAN STRAT T. ROWE PRICE GROWTH STO VANGUARD SHORT-TERM BOND VANGUARD VALUE EFT VTV 27060 27060 BAIRD INTERMEDIATE BOND 54841 54841 DOUBLELINE LOW DURATION 21897 21897 GUGGENHEIM LIMTED DURATION 7847 7847 GUGGENHEIM TOTAL RETURN 43871 43871 PIMCO INCOME 22675 22675 PIMCO LOW 7938 7938 AMERICAN FUNDS EUROPACIF 24248 24248 DODGE & COX INTERNATIONAL 19374 19374 GMO RESOURCES 6587 6587 JPMORGAN LARGE CAP GROWTH 20606 20606 MFS NEW DISCOVERY VALUE 13782 13782 SCHWAB FUNDAMENTAL US LA 17518 17518 TRP INTEGRATED US SMALL 22094 22094 ISHARES IBONDS TERM IBTF 16762 16762 ISHARES 1-3 YEAR TREASRY 6563 6563 ISHARES 7-10 YEAR 22170 22170 SPDR BLOOMBERG 1 3 MNTH 12338 12338 TECHNOLOGY SELECT SECTOR 9816 9816 PRIOR PERIOD ADJSUTMENT 4296 EXPENSES INVESTMENT ADVISORY FEES 5312 5312 NON DIVIDEND DISTRIB 38 UNREALIZED GAIN 58219 INCOME TAXES 35 35 FOREIGN TAXES 167 167