2024-11-12T14:29:13-06:00 2023-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990 2023-01-01 814001960 FRIENDS OF VAIL INC FRIE 3036942190 1720 VENTURE FARMS ROAD PILOT POINT TX 76258 CHAD CHANCE PRESIDENT 3036942190 2024-11-12 1 1 SHERI SEXTON CPA P00024151 3036942190 2023 2024-10-15 13:58:12Z CHAD CHANCE 1720 VENTURE FARMS RD PILOT POINT TX 76258 335723 0 X N/A X PUBLIC FOUNDATION 2016 TX CHARITABLE PURPOSE WITHIN THE MEANING OF SECTION 501(C)(3) 3 0 0 0 0 0 182222 247532 0 0 8478 3327 0 -49252 190700 201607 44930 44965 0 0 0 0 0 0 0 72944 19050 117874 64015 72826 137592 330194 467786 0 0 330194 467786 X THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO RECEIVE CONTRIBUTIONS AND TO MAKE GRANTS TO QUALIFIED ORGANIZATIONS. 0 0 10520 10520 CASA OF DENTON COUNTY (COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN) - FOR ABUSED AND NEGLECTED CHILDREN/COMMUNITY 3000 3000 TEXAS A & M FOUNDATION - FOR EDUCATION SCHOLARSHIP 20000 20000 AUBREY INDEPENDENT SCHOOL DISTRICT (ISD) - FOR LIBRARIES TO IMPROVE EDUCATION, LITERACY AND LEARNING 30495 11444 OTHER PROGRAM SERVICES TO 501(C)(3) ORGANIZATIONS 30495 11444 64015 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X X AMG NATIONAL TRUST BANK 3036942190 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 X CHAD CHANCE PESIDENT/DIRECTOR 1.00 X X 0 0 0 SUSAN CHANCE SECRETARY/TREASURER/DIRECT 2.00 X X 0 0 0 LEE RAMSEY DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 198098 49434 247532 6164 6164 830 830 79499 83166 -3667 -3667 -3667 0 198098 50950 -50950 -50950 BOOK SALES 900099 1698 1698 1698 201607 -3667 0 -42258 44965 44965 3438 3438 1807 1807 3712 3712 OPERATING EXPENSES 10093 10093 64015 64015 0 0 58742 48420 200 39 271252 419327 330194 467786 0 0 X 0 0 0 0 330194 467786 330194 467786 330194 467786 137592 0 X 0 0 0 X 58697 49469 35453 182222 249095 574936 58697 49469 35453 182222 249095 574936 105774 469162 4397 -311 30947 8477 3328 46838 621774 0.75460 0.72230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 AQR LONG-SHORT 4268 C ABERDEEN STANDARD PHYSICAL PLATNUM SHARES ETF 1223 C ABERDEEN STANDARD SILVER TRUST PHYSICAL SHARES ETF 1322 C BNY MELLON GLOBAL REAL RETURN FUND CL I 6324 C ISHARES RUSSELL MIDCAP VALUE INDEX FUND 924 C ISHARES RUSSELL MIDCAP INDEX 9142 C ISHARES RUSSELL 1000 VALUE 2162 C ISHARES RUSSELL 2000 VALUE 1604 C ISHARES TRUST RUSELL 2000 7632 C ISHARES MSCI EAFE VALUE INDEX 4823 C ISHARES CORE INTL STOCK ETF 25037 C JPMORGAN GETABUILDERS JAPAN 4515 C SPDR S&P 500 ETF TRUST 17982 C SPDR GOLD TRUST 851 C SPDR S&P GLOBAL NATURAL RESOURCES 7516 C VANGUARD TOTAL BOND MARKET ETF 29083 C VANGUARD ULTRA-SHORT-TERM BOND FUND ADMIRAL SHARES 5739 C VANGUARD INFLATION PROTECTED 7042 C VANGUARD SHORT TERM INVESTMENT GRADE ADMIRAL 10 C VANGUARD TOTAL INTERNATIONAL BOND 8188 C VANGUARD LONG-TERM TAX-EXEMPT FUND ADMIRAL CL 13900 C VANGUARD INTER-TERM TAX EXEMPT 11604 C VANGUARD LTD TERM T/E 11 C AMG NATIONAL TRUST SWEEP 248425 C 419327 GALA DINNER WITH FRIENDS 198098 198098 5534 11382 34034 198098 198098 5534 11382 34034 50950 -50950 0 CASA OF DENTON COUNTY (COURT APPOINTED ADVOCATES FOR CHILDREN) 75 MARIETTA ST NW STE 404 ATLANTA GA 30303 581793382 10520 0 CIVIL RIGHTS, SOCIAL ACTION AND ADVOACACY. CHILDREN AND YOUTH SERVICES. AUBREY INDEPENDENT SCHOOL DISTRICT (ISD) 415 TISDELL LANE AUBREY TX 76227 756004289 20000 0 LIBRARIES - TO IMPROVE EDUCATION, LITERACY AND LEARNING. PILOT POINT COMMUNITY OPERA HOUSE 110 S WASHINGTON ST PILOT POINT TX 76258 770694662 6600 0 FINE ARTS PROGRAM, MULTI-CULTURAL ART & MUSIC CLASSES FOR CHILDREN & YOUTH. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE OFFICERS, CHAD CHANCE AND SUSAN CHANCE ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B LICENSED CPA'S PREPARE AND REVIEW THE 990. IT IS THEN GIVEN TO THE OFFICERS FOR THEIR REVIEW AND APPROVAL. A LINE-BY-LINE ANALYSIS IS AVAILABLE FOR THE OFFICERS. THE 990 TAX RETURN IS THEN SUBMITTED. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE PUBLIC MAY CALL 303-694-2190 TO REQUEST THE INFORMATION. IT IS THEN MAILED TO THEM VIA THE UNITED STATES POSTAL SERVICE.