2024-11-13T12:07:22-08:00 2022-12-31 840625486 Zick Business Advisors Inc 16 Inverness Pl E Bldg C Englewood CO 80112 990PF 2022-01-01 841067828 Charles H Kurtz Family Foundation CHAR 3033204704 PO Box 6227 Denver CO 80206 Charles H Kurtz Trustee 2024-11-13 true true Kim Walton CPA P01408919 3037589167 2022 2024-10-15 13:58:12Z X X 1811891 X X 101 101 101 34617 34617 34617 64740 233265 64740 487 487 99458 99945 35205 1092 1092 10718 10718 3791 623 623 16224 12433 0 87408 87408 103632 12433 87408 -4174 87512 35205 46567 6200 6200 89177 60068 60068 896603 862391 1321401 342658 442658 424222 1375005 1371317 1811891 0 X 244935 244935 1130070 1126382 1375005 1371317 1375005 1371317 1375005 -4174 487 1371318 1 1371317 Various Common Stocks P 2020-01-01 2022-12-15 233265 168525 64740 64740 64740 1216 1216 1216 1340 1340 124 0 124 false false false false false false false true true CO true false false false false true N/A Charles H Kurtz 3033204704 31 Sunset Drive Denver CO 80113 false false false false false false false false false false false false false false false false false false false false false false Charles H Kurtz 31 Sunset Drive Englewood CO 80113 Trustee 6.00 0 Jeannette D Kurtz 31 Sunset Drive Englewood CO 80113 Trustee 2.00 0 Peter H Blair 885 S Colorado Blvd Denver CO 802222006 Trustee 0.00 0 NONE NONE 1851651 145012 0 1996663 0 1996663 29950 1966713 98336 98336 1216 1216 97120 97120 97120 87408 87408 97120 82310 87408 82310 0 5098 92022 Charles H Kurtz X Colorado Open Lands 355 S Teller St Lakewood CO 80226 None PC Operations 20500 Kelly Brush Foundation Three Main Street Suite 104 Burlington VT 05401 None PC Operations 5000 Brown University Foundation Box 1893 Providence RI 02912 None PC Operations 1000 Cattlemen's Land Trust 8833 Ralston Rd Arvada CO 80002 None PC Operations 5000 Forest Trends Association 1203 19th St NW 4th Floor Washington DC 20036 None PC Operations 5000 Trout Unlimited 1536 Wynkoop St 320 Denver CO 80202 None PC Operations 5000 American Rivers 1101 14th Street NW Suite 1400 Washington DC 20005 None PC Operations 1000 Boys Girls Club of NW CO P O Box 776410 Steamboat Springs CO 80477 None PC Operations 5000 Breakthrough Denver 4000 E Quincy Ave Englewood CO 80113 None PC Operations 3000 Children's Hospital 13123 E 16th Ave Aurora CO 80045 None PC Operations 500 Midwives for Haiti 7130 Glen Forest Dr Suite 101 Richmond VA 23226 None PC Operations 1000 South Routt County Community Fnd 385 Anglers Drive Suite B Steamboat Springs CO 80487 None PC Operations 5000 Theodore Roosevelt Conservation Par 1580 Lincoln Street Suite 1280 Denver CO 80203 None PC Operations 1000 Urban Peak Denver 2100 Stout Street Denver CO 80205 None PC Operations 1000 Friends of the Yampa 743 Oak Street Steamboat Springs CO 80487 None PC Operations 1000 Friends of the Lower Blue River P O Box 2191 Silverthorne CO 80498 None PC Operations 500 National Western Stock Show Fnd 4655 Humboldt St Denver CO 80216 None PC Operations 2500 Denver Art Museum 100 W 14th Ave Pkwy Denver CO 80204 None PC Operations 2000 Colorado Snowsports Museum 231 S Frontage Rd E Vail CO 81657 None PF Operations 1000 Denver Botanic Gardens 1007 York St Denver CO 80206 None PC Operations 1500 Denver Museum of Nature Science 2001 Colorado Blvd Denver CO 80205 None PC Operations 1500 Gates Center for Regenerative Med 1800 Grant St 725 Denver CO 80203 None PF Operations 5000 Girls on the Run 7000 E Belleview Ave Greenwood Village CO 80111 None PC Operations 1000 History Colorado Box 172895 Denver CO 80217 None PC Operations 1000 Lift up Steamboat 2125 Curve Ct Steamboat Springs CO 80487 None PF Operations 1000 University of Colorado Advancement 1800 Grand St Denver CO 80203 None PC Operations 1000 University of Denver Advancement P O Box 910585 Denver CO 80291 None PC Operations 5000 Release Recovery 482 Underhill Ave Yorktown Heights NY 10598 None PC Operations 108 Routt County Riders P O Box 77094 Steamboat Springs CO 80477 None PC Operations 1000 Steamboat Art Museum 807 Lincoln Ave Steamboat Springs CO 80487 None PC Operations 300 Steamboat Winter Sports 845 Howelsen Pkwy Steamboate Springs CO 80487 None PC Operations 1000 Western Rivers 71 SW Oak St Portland OR 97204 None PC Operations 1000 IDE 1031 33rd St Denver CO 80217 None PC Operations 1000 87408 14 101 14 34617 18 64740 99458 99458 false false false false false false false false false false Zick Business Advisors 1092 1092 0 0 IBM - 100 Shrs 8261 14089 Key Corp - 36 Shrs 5828 5859 NL Ind. - 300 Shrs 2464 2043 Walmart - 446 Shs 19009 55427 Kronos Worldwide - 314 Shrs 2352 2952 Mondolez - 190 Shrs 688 12664 Philip Morris - 300 Shrs 2938 30363 Kraft Foods Group - 63 Shrs 274 2453 Post - 5 Shrs 17 451 Abbott - 300 Shrs 21024 32937 Abbvie - 300 Shrs 25428 48483 Alphabet C - 25 Shrs 26027 44365 Apple - 50 Shrs 33164 103944 Blackrock - 150 Shrs 28835 53147 IHS - 711 Shrs Johnson & Johnson - 500 Shrs 64602 88325 Microsoft - 500 Shrs 52105 119910 Nike - 400 Shrs 28660 46804 Pfizer - 1,000 Shrs 42368 51240 Target - 250 Shrs 16272 37260 VF Corp - 300 Shrs Intercontinental - 375 Shrs 28377 38471 Avery Dennison - 200 Shrs 19463 36200 Generac Holdings - 164 Shrs 9525 16508 Quanta Services - 350 Shrs 11726 49875 S&P Global - 100 Shrs 18855 33494 Visa Inc - 200 Shrs 27483 41552 Zebra Technologies - 100 Shrs 18637 25641 Air Prod & Chem - 100 Shrs Allete Inc - 400 Shrs 34689 38706 Cyrusone LLC - 350 Shrs Keysight Tech - 250 Shrs 23892 42768 Zoetis Inc - 150 Shrs 18977 21983 Kyndryl Holdings - 20 Shrs 106 Amazon .Com - 12 Shrs 37595 20160 Adobe Inc - 40 Shrs 20325 13461 Chipotle Mexican Grl - 15 Shrs 20490 20812 Fidelity Natl Info - 250 Shrs Mondelez Intl - 400 Shrs 23391 26660 Western Allance Bnc - 300 Shrs 27092 17868 Walmart - 200 Shrs 20568 28358 Azek Co Inc - 1,000 Shrs 27741 20320 Chart Industries Inc - 200 Shrs 27166 23046 NXP Semiconductors - 125 Shrs 24940 19754 Yeti Holdings Inc - 800 Shrs 41037 33048 Segall Bryant & Hamill AT COST 425000 409752 Physicians Realty - 1,000 Shrs AT COST 17658 14470 Rounding 1 Office Expenses 623 623 Other income 487 Advisory Fees 10718 10718 0 0 Excise Tax on 12/31/21 Invst. Inc 2354 Foreign Taxes 364 Prepayment of 2022 Taxes 1073