2024-05-15T17:51:11-04:00 2023-12-31 873394212 SCHAEFER LAPP & SAMPLES CPAS PO BOX 1125 FORT MORGAN CO 807011125 990PF 2023-01-01 846023379 THE WILLIAMS FAMILY FOUNDATION WILL 9708671199 626 EAST PLATTE AVENUE FORT MORGAN CO 80701 EDWARD L ZORN TRUSTEE 9708671199 2024-05-15 EDWARD ZORN 999009999 true TERI LAPP CPA P01345245 9708679422 2024-05-15 2023 2023-04-26 12:10:37Z X 17588804 X X 15629 15629 15629 513650 513650 513650 20620 223208 20194 549899 549473 529279 12000 6000 6000 4800 4800 3450 3450 17991 17991 19507 19507 57748 51748 6000 664325 664325 722073 51748 670325 -172174 497725 529279 878610 454963 483832 50875 50875 50063 1766588 1879554 14363877 135118 235118 238782 1986965 2025052 2452250 4818156 4645562 17588804 420 420 0 X 4817736 4645562 4817736 4645562 4818156 4645562 4817736 -172174 4645562 4645562 20194 6918 6918 6918 11400 11400 4482 4482 false false false false false false false true true true false false false false true N/A EDWARD L ZORN 9708671199 626 E PLATTE AVENUE FORT MORGAN CO 80701 false false false false false false false false false false false false false false false false false false false false EDWARD L ZORN 626 E PLATTE AVENUE FORT MORGAN CO 80701 TRUSTEE 000.00 3000 0 0 PATRICK L THOMPSON 17437 HWY 34 FORT MORGAN CO 80701 TRUSTEE 000.00 3000 0 0 KATHY THOMPSON 17437 HWY 34 FORT MORGAN CO 80701 TRUSTEE 000.00 3000 0 0 SHAUN THOMPSON 20301 US HWY 52 FORT MORGAN CO 80701 TRUSTEE 000.00 3000 0 0 NONE NONE N/A 16561185 524163 0 17085348 17085348 256280 16829068 841453 841453 6918 6918 834535 834535 834535 670325 670325 834535 180707 1770331 662654 796851 3410543 670325 670325 164210 164210 3246333 0 16497 3229836 1770331 662654 796851 EDWARD L ZORN 626 E PLATTE AVENUE FORT MORGAN CO 80701 9708671199 SCHOLARSHIP APPLICANTS MUST CONTACT THEIR HIGH SCHOOL FOR APPLICATIONS THERE ARE NO SUBMISSION DEADLINES FOR SCHOLARSHIPS, FUTURE STUDY MUST BE MEDICAL ORIENTED AND APPLICANT MUST HAVE FINANCIAL NEED. SCHOOL DISTRICT RE-3 SCHOOL DISTRICT RE-3 PO BOX 1425 PO BOX 1425 FORT MORGAN CO 80701 PUB SCHOOL SCHOLARSHIPS AND SUMMER PROGRAMS 317475 SCHOOL DISTRICT RE-2 SCHOOL DISTRICT RE-2 527 IND PARK 527 IND PARK BRUSH CO 80723 PUB SCHOOL SCHOLARSHIPS AND SUMMER PROGRAMS 66050 SCHOOL DISTRICT RE-50 SCHOOL DISTRICT RE-50 320 CHAPMAN 320 CHAPMAN WIGGINS CO 80654 PUB SCHOOL SCHOLARSHIPS AND SUMMER PROGRAMS 45800 CHILDREN'S HOSPITAL TCHF COURAGE CLASSIC 13123 EAST 16TH AVENUE 13123 EAST 16TH AVENUE AURORA CO 80045 HOSPITAL HOSPITAL 2000 UNITED WAY OF MORGAN COUNTY UNITED WAY PO BOX 1425 PO BOX 1425 FORT MORGAN CO 80701 PUBLIC PROGRAM OPERATIONS 12000 CENTER FOR HEALING TRUAMA & ATTACHMENT INC CHTA 411 MAIN STREET 411 MAIN STREET FORT MORGAN CO 80701 501 (C)(3) PATIENT CARE & STAFF PROF DEV 7000 SARA INC SARA INC PO BOX 633 PO BOX 633 FORT MORGAN CO 80701 501(C)(3) MENTAL HEALTH, SUPPORT GROUPS 3000 CRAIG REHABILITATION CRAIG REHABILITATION 3425 S CLARKSON 325 S CLARKSON ENGLEWOOD CO 80113 PUB HOSPITAL MEDICAL RESEARCH 5000 EDUCATION FOUNDATION SCHOLARSHIP EDUCATION FOUNDATION SCHOLARSHIP PO BOX 17550 PO BOX 17550 DENVER CO 80217 PRIVATE SCHOLARSHIPS 5000 HERITAGE FOUNDATION HERITAGE FOUNDATION PO BOX 184 PO BOX 184 FORT MORGAN CO 80701 PUBLIC COMMUNITY MUSEUM FUND 5000 HOSPICE OF THE PLAINS HOSPICE OF THE PLAINS 1017 W 7TH STREET 1017 W 7TH STREET WRAY CO 80758 PUBLIC MEDICAL CARE 3000 MEMORIAL SLOAN KETTERING CANCER CEN MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE 1275 YORK AVENUE NEW YORK NY 10065 501 (C) (3) CANCER RESEARCH 1000 NATIONAL JEWISH HOSPITAL NATIONAL JEWISH HOSPITAL 1400 JACKSON STREET 1400 JACKSON STREET DENVER CO 80206 PUBLIC FUNDING FOR MORGRIDGE ACADEMY 5000 NE ALZHEIMER'S ASSOCIATION NE ALZHEIMER'S ASSOCIAITON 3001 EIGHTH AVENUE 100 3001 EIGHTH AVENUE 100 EVANS CO 80620 PRIVATE SERVICES FOR ALZHEIMER'S PATIENTS 1000 RISING UP RISING UP PO BOX 385 PO BOX 385 FORT MORGAN CO 80701 501 (C) (3) GENERAL OPERATING SERVICES 12500 ROCKY MOUNTAIN PBS ROCKY MOUNTAIN PBS 1089 BANNOCK STREET 1089 BANNOCK STREET DENVER CO 80204 PUBLIC EDUCATIONAL SERVICES 1000 SALK INSTITUTE SALK INSTITUTE 10010 N TORREY PINES ROAD 10010 N TORREY PINES ROAD LA JOLLA CA 920371002 PUBLIC BIOLOGICAL STUDIES 5000 SCOTTISH RITE FOUNDATION SCOTTISH RITE FOUNDATION 1370 GRANT STREET 1370 GRANT STREET DENVER CO 80203 PUBLIC PROVIDING THERAPY FOR CHILDRENT 5000 WEBB-WARING CENTER UNIVERSITY OF COLORADO V20 MAIL STOP C322 12850 E MONTVIEW BLVD AURORA CO 80045 501 (C) (3) MEDICAL RESEARCH 5000 MCC FOUNDATION MCC FOUNDATION 300 MAIN STREET 300 MAIN STREET FORT MORGAN CO 80701 501 (C) (3) NURSING PROGRAM 500 MORGAN COUNTY FAMILY CENTER MORGAN COUNTY FAMILY CENTER 411 MAIN STREET STE 100 411 MAIN STREET STE 100 FORT MORGAN CO 80701 501(C)(3) CAR SEAT PROGRAM & PRESCRIPTIONS 5000 ROTARY CLUB OF FORT MORGAN ROTARY CLUB OF FORT MORGAN 1000 LINCOLN ST STE 204 1000 LINCOLN ST STE 204 FORT MORGAN CO 80701 ROTARY CLUB 100 TREES PROJECT 1000 FMCHA FM COMMUNITY HOSPITAL ASSOCIATION 1000 LINCOLN ST STE 204 1000 LINCOLN ST STE 204 FORT MORGAN CO 80701 HOSP ASSOC RURAL TRACK RESIDENT'S HOUSING 150000 CSU EXTENSION CSU EXTENSION 914 EAST RAILROAD AVE 914 EAST RAILROAD AVE FORT MORGAN CO 80701 DAWN DEMENTIA TRAINING 1000 664325 14 15629 14 513650 20620 529279 20620 549899 false false false false false false false false false false INDIRECT ACCOUNTING FEES 3450 3450 EDWARD JONES 0574 PURCHASE 200000 200000 EDWARD JONES 0574 PURCHASE 85 4 81 EDWARD JONES 6685 PURCHASE 819 744 75 EDWARD JONES 6685 PURCHASE 2110 1840 270 BANK MONTREAL MEDIUM TERM 100000 98049 BELL SOUTH TELECOM 33812 33123 DEERE & CO NOTE 51401 52890 WAL-MART CO NOTES 49905 54720 3M CO 35527 43728 ABBOTT LABS 5721 432575 ABBVIE INC 15382 1510028 ALLIANT ENERGY 19522 116964 AMERICAN ELECTRIC POWER 94726 284270 AT&T 35615 25170 BANK OF AMERICA CORP 45365 33670 BERKSHIRE HATHAWAY CLASS B 990 542625 BERKSHIRE HATHAWAY CLASS A 2964 178330 BLACKROCK INC 152418 698148 BOEING 1110 77155 BP AMOCO 82845 211444 CARRIER GLOBAL 17049 43949 CHEVRON TEXACO CORP 47272 960292 CITIGROUP 57305 10288 COMCAST 8176 83754 CONOCOPHILLIPS 14653 351576 CSX CORP 2020 271986 DOW INC 16826 140610 DUPONT DE NEMOURS INC 15062 120319 EXXON MOBIL CORP 29434 1107778 GENERAL ELECTRIC CO 56956 689011 GE HEALTHCARE TECHNOLOGIES 15018 139099 GENERAL MILLS 81094 130280 GLAXOSMITHKLINE PLC 65594 504164 HALEON PLC 14440 139951 HP INC 12086 240720 HEWLETT PACKARD ENTERPRISE 7928 135840 IBM 187026 1476857 JOHNSON CONTROLS INTERNATIONAL 38151 48129 KIMBERLY CLARK CORP 60309 121510 KYNDRYL HOLDINGS INC 8199 37529 LOWES COMPANIES INC 115490 111275 MORGAN STANLEY DEAN WITTER 13005 290940 NEXTERA ENERGY INC 38439 485920 PEPSICO 65217 169840 PFIZER 23636 402254 PHILLIPS 66 7229 334714 PINNACLE WEST CAPITAL CORP 30236 71840 ILLINOIS TOOL WORKS INC 1397 253558 PROCTOR & GAMBLE 66045 146540 SOUTHERN CO 15125 175300 SYSCO 29530 73130 TARGET CORP 61340 142420 RTX CORP 56877 64367 VERIZON COMMUNICATIONS 57012 56550 WARNER BROS DISCOVERY 10902 4120 WISCONSIN ENERGY CORP 41291 673360 EDWARD JONES ADVISORY ACCOUNT 50875 50063 EUROPACIFIC MUTUAL FUND 94983 157917 INCOME FUND OF AMERICA 74869 95027 CAPITAL INCOME BUILDER 61705 78468 AMERICAN BALANCED FUND 87003 129852 AMERICAN INTERMEDIATE BOND 29338 27237 BRIDGE BUILDER INTL EQUITY 408039 460794 BRIDGE BUILDER LARGE GROWTH 414782 543973 BRIDGE BUILDER LARGE VALUE 432937 466157 BRIDGE BUILDER SMALL/MID GRW 280492 339886 BRIDGE BUILDER SMALL/MID VALUE 120056 132091 JPM US GOVT MONEY MARKET CAPITAL 20848 20848 INDIRECT LEGAL FEES 4800 4800 EXPENSES DUES & SUBSCRIPTIONS 1171 1171 ADVISORY FEES 15960 15960 MEETING EXPENSE 252 252 INVESTMENT FEES 24 24 BOOKKEEPING 2100 2100 PENDING STOCK PURCHASES 420 FOREIGN TAX 1481 1481 EXCISE TAX 16510 16510