2025-04-24T16:14:06-04:00 2024-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990PF 2024-01-01 846021554 DAVID & KATHERINE LAWRENCE FOUNDATION DAVI 3034889666 3677 S HURON ST SUITE 101 ENGLEWOOD CO 80110 DAVID F LAWRENCE JR TREAS/SEC/TRUSTEE 3034889666 2025-04-23 true LORI B BAUER CPA P01260252 3037710123 2025-04-23 2024 2025-03-06 01:10:19Z X 1655761 X X 1133 1133 60259 60259 39377 90696 39377 16803 16803 117572 117572 3870 1935 1935 1226 1226 321 321 5417 3482 1935 77600 77600 83017 3482 79535 34555 114090 277818 347104 347104 1267928 1276709 1276709 28733 31948 31948 1574479 1655761 1655761 0 X 1574479 1655761 1574479 1655761 1574479 1655761 1574479 34555 47567 1656601 840 1655761 APARTMENT INCOME REIT CORP P 2023-09-11 2024-07-01 39120 32763 6357 6357 NATIONAL GRID SPN ADR P 2024-07-03 2024-07-03 1490 1490 1490 ABRDN INCOME CREDIT STRATEGIES FUNE P 2011-12-16 2024-07-24 5 5 WESTROCK CO COM P 2020-03-06 2024-07-08 30732 18546 12186 12186 FRANKLIN LTD DURATION INCOME TR P 2008-02-13 2024-02-13 4 5 -1 -1 39377 7847 1586 1586 1586 980 980 606 false false false false false false false true true CO true false false false false true N/A DAVID F LAWRENCE JR 3034889666 3677 S HURON ST 101 ENGLEWOOD CO 80110 false false false false false false false false false false false false false false false false false false false false false DAVID F LAWRENCE JR 3677 S HURON ST SUITE 101 ENGLEWOOD CO 80110 TREAS/SEC/TR 1.00 0 0 0 JORDAN M LAWRENCE 3677 S HURON ST SUITE 101 ENGLEWOOD CO 80110 TRUSTEE 1.00 0 0 0 DAVID T LAWRENCE 3677 S HURON ST SUITE 101 ENGLEWOOD CO 80110 TRUSTEE 1.00 0 0 0 NONE NONE N/A 1284484 323124 31948 1639556 1639556 24593 1614963 80748 80748 1586 1586 79162 79162 79162 79535 79535 79162 2797 79535 2797 76738 2424 X ALZHEIMER ASSOC COLO CHAPTER INC 455 SHERMAN ST 500 DENVER CO 80203 NONE PC DONATION 1000 BETTY FORD ALPINE GARDENS 522 S FRONTAGE RD E VAIL CO 81657 NONE PC DONATION 1000 BRAVO VAIL 2271 N FRONTAGE RD VAIL CO 81657 NONE PC DONATION 5000 CENTRAL CITY OPERA 400 S COLORADO BLVD 530 DENVER CO 80246 NONE PC DONATION 1000 CHILDREN'S HOSPITAL FOUNDATION 13123 E 16TH AVE BOX 045 AURORA CO 80045 NONE PC DONATION 5000 COLORADO ACADEMY 3800 S PIERCE ST DENVER CO 80235 NONE PC DONATION 1000 DENVER ART MUSEUM LEADERSHIP FUND 100 W 14TH AVE PKWY DENVER CO 80204 NONE PC DONATION 10000 DENVER MUSEUM OF NATURE SCIENCE 2001 COLORADO BLVD DENVER CO 80205 NONE PC DONATION 3000 DENVER SCHOLARSHIP FOUNDATION 789 SHERMAN ST STE 610 DENVER CO 80203 NONE PC DONATION 2000 EISENHOWER MEDICAL CENTER 151 S SUNRISE WAY PALM SPRINGS CA 92262 NONE PC DONATION 1000 HEART HAND 2758 WELTON ST DENVER CO 80205 NONE PC DONATION 1000 JUNIOR ACHIEVEMENT COLORADO 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 NONE PC DONATION 1000 LIVING DESERT CA 47900 PORTOLA AVE PALM DESERT CA 92260 NONE PC DONATION 1600 SONORAN GLASS SCHOOL 633 W 18TH ST TUCSON AZ 85701 NONE PC DONATION 1000 THE BRIDGE TRUST 3101 WEST HILLSIDE PL DENVER CO 80219 NONE PC DONATION 5000 UNIVERSITY OF DENVER 2190 E ASBURY AVE DENVER CO 80208 NONE PC SCHOLARSHIP 38000 77600 14 1133 14 60259 16 16803 18 39377 117572 117572 false false false false false false false false false false ACCOUNTING & QBO FEES 3870 1935 1935 ABRDN INCOME CREDIT STRATEGIES 18274 18274 ALCON INC 5093 5093 AMERICAN DEPOSITORY APARTMENT INCOME REIT CORP ASTROZENECA PLC 26208 26208 BLACKROCK CREDIT ALLOCATION INC TR 52300 52300 BRISTOL MYERS SQUIBB 53732 53732 BRT APARTMENTS CORP 36060 36060 BUNGE LTD 31104 31104 COHEN & STEERS INFRASTRUCTURE FUND 33656 33656 CROSS TIMBERS ROYALTY TR 10890 10890 EQUITY COMMONWEALTH REIT 1770 1770 FIRST TRUST STATEGIC HIGH INC FUND FRANKLIN LTD DURATION 22224 22224 GABELLI DIV & INC FUND 38640 38640 GSK PLC 29762 29762 HALEON PLC 10494 10494 INVESCO MID CAP GROWTH FUND 349475 349475 MAIN STREET CAPITAL CORP 64438 64438 NATIONAL GRID PLC ADR 25253 25253 NEW MOUNTAIN FINANCE 30402 30402 NOVARTIS AG 29193 29193 OAKTREE SPECIALTY LENDING 17816 17816 PIMCO INCOME STRATEGY FUND II 55875 55875 REALTY INCOME CORP 26705 26705 RMR GROUP INC 702 702 SANDOZ GROUP AG SPON ADS 2430 2430 SHELL PLC 25060 25060 SMURFIT WESTROCK PLC ORD 32316 32316 TOTALENERGIES SE 27250 27250 VALERO ENERGY CORP NEW 36777 36777 WELLS FARGO & CO PFD 7.5% 29858 29858 WESTROCK COMPANY WEYERHAEUSER CO 28150 28150 WHITEHORSE FINANCE INC 9680 9680 XCEL ENERGY 115122 115122 MINERAL INTEREST DAWSON COUNTY TX FMV 13632 13632 IVY PROPERTIES LLLP AT COST 18316 18316 TAXES 840 EXPENSES INVESTMENT EXPENSES 321 321 IVY PROPERTIES LLLP - RENTAL 10252 10252 OXY USA WTP LP 4950 4950 KIMBELL OPERATING CO LLC 232 232 RBC 127 127 FIDELITY 1242 1242 UNREALIZED GAINS 47567 PROPERTY TAXES MINERAL/ROYALTY I 245 245 FOREIGN TAXES 595 595 KIMBALL - PRODUCTION TAXES 11 11 OXY USA - SEVERENCE TAXES 204 204 FIDELITY - SEVERANCE TAXES 171 171