2024-08-26T06:44:58-07:00 2023-12-31 274040680 Schmitt and Associates LLC 7355 E Peakview Ave Centennial CO 80111 990PF 2023-01-01 841342278 The William B ORourke Foundation WILL 7203820632 PO Box 653 Pine CO 80470 John Hancock Treasurer 2024-08-26 true true Bryan T Schmitt P00531043 7202530079 2023 2024-08-08 14:25:15Z X X 1671110 X X 20218 20218 20218 25185 25185 25185 7867 306973 7867 53270 53270 45403 28000 28000 6400 6400 84 84 6300 3150 3150 6000 6000 192 96 96 12700 10283 2418 59676 13529 46148 95000 95000 154676 13529 141148 -101406 39741 45403 3354 13101 13101 1687228 1658009 1658009 1690582 1671110 1671110 0 X 1690582 1671110 1690582 1671110 1690582 1671110 1690582 -101406 81934 1671110 1671110 Charles Schwab (A/C #9417-8476) P 2019-02-15 2023-03-17 24976 21025 3951 3951 Charles Schwab (A/C #9417-8476) P 2022-01-01 2023-06-09 80000 87636 -7636 -7636 Charles Schwab (A/C #9417-8476) P 2023-01-01 2023-06-30 5676 6522 -846 -846 Charles Schwab (A/C #9417-8476) P 2022-01-01 2023-06-30 101206 116305 -15099 -15099 Charles Schwab (A/C #9417-8476) P 2023-01-01 2023-08-21 2411 2697 -286 -286 Charles Schwab (A/C #9417-8476) P 2022-01-01 2023-12-31 83642 63310 20332 20332 Charles Schwab (A/C #9417-8476) P 2023-01-01 2023-12-06 130 -130 -130 Charles Schwab (A/C #9417-8476) P 2022-01-01 2023-12-06 1927 1927 1927 Charles Schwab (A/C #9417-8476) P 2023-01-01 2023-10-25 67 -67 -67 Charles Schwab (A/C #9417-8476) P 2022-01-01 2023-10-24 1414 -1414 -1414 Capital Gain Dividends 7135 7867 -1329 552 552 552 160 160 X 14 406 0 false false false false false false false false true CO true false false false false true N/A John Hancock 7203820632 PO Box 653 Pine CO 80470 false false false false false false false false false false false false false false false false false false false false false false John A May OD 1709 Whistlepig Lane Broomfield CO 80020 Vice Chairman 1.00 2400 John Schachet OD 6601 S Magnolia Court Englewood CO 80111 Chairman 1.00 6400 John Hancock PO Box 653 Pine CO 80470 Treasurer 1.00 6400 Owen Oliver 2777 Berry Turn Golden CO 80401 Secretary 1.00 6400 Jason T Ortman OD 250 Max Drive 101 Castle Pines CO 80108 Trustee 1.00 6400 NONE NONE 1676002 10549 0 1686551 0 1686551 25298 1661253 83063 83063 552 552 82511 82511 82511 141148 141148 82511 38185 48939 47309 47004 30309 211746 141148 0 82511 58637 270383 0 38185 232198 48939 47309 47004 30309 58637 The William B O'Rourke Foundation 1944 Sage Circle Golden CO 80401 3034244463 A letter requesting what the funds will be utilized for, the amount and all supporting information (budgets, description of the program, etc.)as well as information regarding the tax status of the organization. None Grants are made for the purpose of eyesight and related causes. Colorado Center for the Blind 2233 W Shepperd Avenue Littleton CO 80120 None PC Funds for the Organization's Training Programs 5000 Ensight Skills Center Inc 3307 S College Avenue Suite 108 Fort Collins CO 80525 None PC Support for Onsight Program to Help Make Low Vision Services More Available Through Mobile Accessories 20000 Emergency Family Assistance Associa 201 N Carr Avenue Lafayette CO 80026 None PC Provide Financial Assistance for Eye Care to Families 15000 Colorado Lions KidSight Vision Prog PO Box 1622 Leadville CO 80461 None PC Early Detection and Facilitation of Treatment and Follow-up for Children 10000 See the Future Fund PO Box 63022 Colorado Springs CO 80962 None PC Support to Fund Scholarships Through Education and Tools for Life Programs 10000 Audio Information Network of Colora 1700 55th Street Ste A Boulder CO 80301 None PC General Support of Listening for Visually Impaired and Blind Persons 20000 Mountain States Congress of Optomet 10036 East Pinewood Drive Parker CO 80138 None PC Support for Annual Meeting for Colorado Vision Services to Provide Lectures on Practice Management 15000 95000 14 20218 14 25185 7135 732 52538 732 53270 false false false false false false false false false false Bookeeping Fees 1800 900 0 900 Tax Preparation Fee/Accounting 4500 2250 0 2250 The Oliver Law Firm 84 0 0 84 Bank Service Charges 6 6 Dues & Subscriptions 657 329 329 Investment Management Fees 6423 6423 Meeting Expenses 864 432 432 Office Expense 750 375 375 Trustee Meeting Expenses 4000 2724 1276 Grant Management Fees 6000 0 0 6000