2025-11-07T11:13:15+00:00 2024-12-31 440160260 Forvis Mazars LLP 1801 California St Ste 2900 Denver CO 80202 990PF 2024-01-01 841358074 Erion Family Foundation ERIO 9706699525 PO BOX 732 Loveland CO 80539 Doug Erion President 9706699525 2025-11-07 true true Brian Beiser P01255931 3038614545 2025-11-04 2024 2025-03-06 01:10:19Z X 17505447 X 40509 41305 126599 100620 89771 89771 -1943 957133 5170829 1177808 0 0 0 895338 244731 0 2109350 1654235 0 0 0 0 0 35648 8537 0 10037 207499 113218 0 50582 4307 4307 10030 773 0 0 1554 0 0 7546 7546 1298 1298 120507 132608 0 28794 388389 259443 0 98257 161056 161056 549445 259443 0 259313 1559905 1394792 0 420255 212041 212041 303537 649384 649384 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1244 1244 771198 544970 530301 3844059 2417242 3119816 1928333 1338529 1333239 0 0 0 0 1794671 1679256 4478493 32915 31137 2032 1778 1778 2069551 7063194 7179151 11133636 13907638 17505447 3931 18028 0 0 0 1200000 3267 3267 7198 1221295 X 11126438 12686343 11126438 12686343 11133636 13907638 11126438 1559905 0 12686343 0 12686343 CIBC ST GAIN P 2024-01-01 2024-12-31 633194 625945 7249 0 7249 CIBC LT GAIN P 2023-01-01 2024-12-31 1715940 1467417 248523 0 248523 CIBC CG DISTRIBUTION 27437 27437 0 27437 FWTB ST GAIN P 2024-01-01 2024-12-31 187378 176049 11329 0 11329 FWTB LT GAIN P 2023-01-01 2024-12-31 2122683 1577075 545608 0 545608 FWTB CG DISTRIBUTION 3634 3634 0 3634 LPL ST GAIN P 2024-01-01 2024-12-31 120000 120000 0 0 0 CHARLES SCHWAB ST GAIN P 2024-01-01 2024-12-31 287 80 207 0 207 CHARLES SCHWAB LT GAIN P 2023-01-01 2024-12-31 74721 26456 48265 0 48265 GAIN FROM PASS-THROUGH ACTIVITY P 285551 285551 0 285551 NP INDUSTRIAL ONE - DISTRIBUTION IN EXCESS OF BASIS P 5 5 0 5 1177808 19388 0 19388 19388 8887 0 26000 34887 X 3 15496 15496 0 false false false false false true true false true true CO true false false false false true www.erionfoundation.org THE ORGANIZATION 9706699525 PO BOX 732 LOVELAND CO 80539 false false false false false false false false false false false false false false false false false false false false false Doug J Erion PO BOX 732 Loveland CO 80539 President 1.00 0 0 Summer Scott PO BOX 732 Loveland CO 80539 Vice President 1.00 0 0 Eli Scott PO BOX 732 Loveland CO 80539 Treasurer 1.00 0 0 Justin Erion PO BOX 732 Loveland CO 80539 Board Member 1.00 0 0 Gentry Erion PO BOX 732 Loveland CO 80539 Board Member 1.00 0 0 Roger E Clark PO BOX 732 Loveland CO 80539 Board Member 1.00 0 0 Harper Hanna PO BOX 732 Loveland CO 80539 Board Member 1.00 0 0 0 0 NONE IN 2024 ERION FAMILY FOUNDATION PURCHASED A BUILDING FOR THE PURPOSE OF OFFERING REDUCED RENT TO THE LOCAL NOT FOR PROFIT CHILDREN'S MUSEUM. 2046829 2046829 5647823 885229 5924443 12457495 0 12457495 186862 12270633 613532 613532 19388 98950 118338 495194 495194 495194 259313 2046829 0 2306142 495194 169817 2020 0 0 0 0 0 0 0 2306142 169817 0 0 495194 1641131 0 1641131 0 0 0 0 0 0 1641131 0 0 0 0 1641131 DOUG ERION President NONE Summer Scott PO BOX 732 Loveland CO 80539 9706699525 AN EXEMPT TAX DETERMINATION LETTER IS REQUIRED. A RECIPIENT MUST BE A 501(C)(3) ORGANIZATION, STATE OR MUNICIPALITY. PREFERENCE IS GIVEN TO NEEDS OF LOVELAND, LARIMER COUNTY, OR COLORADO. APPLICATIONS RECEIVED DURING CALENDAR QUARTER WILL BE CONSIDERED DURING FIRST MONTH OF FOLLOWING QTR NONE ART WORKS IN LOVELAND PO BOX 239 LOVELAND CO 80539 NONE PC LEGACY FUNDING 24000 ARTIST CHARITABLE FUND 338 E 4TH ST LOVELAND CO 80537 NONE PC CULTURE & COMMUNITY 1000 CHILDREN MUSEUM OF NORTHERN COLORADO PO BOX 239 LOVELAND CO 80539 NONE PC MAJOR PROJECTS 500 COLORADO YOUTH OUTDOORS 4927 E COUNTY ROAD 36 FORT COLLINS CO 80528 NONE PC EDUCATION 1556 COMMUNITY KITCHEN 427 N GARFIELD AVE LOVELAND CO 80539 NONE PC LEGACY FUNDING 10000 FIND YOUR LIGHT THEATRE 315 E 4TH ST LOVELAND CO 80537 NONE PC CULTURE & COMMUNITY 1000 HEARTS & HORSES INC 163 NORTH COUNTY ROAD 29 LOVELAND CO 80537 NONE PC EDUCATION 1000 HOMEWARD ALLIANCE 242 CONIFER ST FORT COLLINS CO 80524 NONE PC BASIC NEEDS 500 HOUSE OF NEIGHBORLY SERVICE 1511 E 11TH ST SUITE 100 LOVELAND CO 80537 NONE PC BASIC NEEDS 1000 NOCO HUMANE 3501 E 71ST ST LOVELAND CO 80538 NONE PC BASIC NEEDS 1000 LOVELAND MUSEUM 503 N LINCOLN AVE LOVELAND CO 80537 NONE GOV CULTURE & COMMUNITY 2500 MEALS ON WHEELS 437 N GARFIELD AVE LOVELAND CO 80537 NONE PC LEGACY FUNDING 6000 UCHEALTH MEDICAL CENTER OF THE ROCKIES 2500 ROCKY MOUNTAIN AVE LOVELAND CO 80538 NONE PC MAJOR PROJECTS 100000 NEIGHBOR2NEIGHBOR 1550 BLUE SPRUCE DR FORT COLLINS CO 80524 NONE PC BASIC NEEDS 1000 THOMPSON EDUCATION FOUNDATION 800 S TAFT AVE LOVELAND CO 80537 NONE PC CULTURE & COMMUNITY 5000 UNITED WAY OF LARIMER COUNTY 525 W OAK ST STE 101 FORT COLLINS CO 805212722 NONE PC CULTURE & COMMUNITY 5000 161056 0 14 40509 14 126599 16 -1943 14 957133 PASS-THROUGH ACTIVITY 901101 863463 14 31875 863463 1154173 0 2017636 false false false false false false false false false false ACCOUNTING FEES 35648 8537 10037 FURNITURE AND EQUIPMENT 31614 29583 200% DB 1554 NET GAIN FROM SALE OF ASSETS 957133 957133 CIBC CORPORATE BONDS 473594 477236 FWTB CORPORATE BONDS 734935 728005 CHARLES SCHWAB CORPORATE BONDS 0 0 LPL CORPORATE BONDS 130000 127998 CIBC STOCK 1406689 1927407 FWTB STOCK 1007026 1188475 CHARLES SCHWAB STOCK 3527 3934 544970 530301 0 0 INVESTMENTS IN CCOB FMV 1445308 1558096 NP INVESTMENTS FMV 178886 2795334 NP INDUSTRIAL HOLDINGS FMV 12351 70349 FWTB AETOS CAPITAL, INC FMV 9212 9212 CIALPS ETF TR CLEAN ENERGY ETF FMV 33499 45502 Furniture and Equipment 32915 31137 1778 1778 0 5837 MCW BLVD BLDG B NONE 1200000 1200000 2024-05 0% INT, PRINCIPLE DUE IN 5 YEARS 0.0 DEED OF TRUST ON PROPERTY OWNER FINANCE RAILROAD BUILDING 2069551 2069151 2069151 5837 MCW BLVD BLDG B 4964043 5080000 EARNEST MONEY 30000 30000 MEMBERSHIP DUES 1537 1537 RENTAL EXPENSES 91713 91713 ADS 5033 5033 COMPUTER IT EXPENSE 44 44 MISCELLANEOUS 17104 17104 OFFICE EXPENSES 1835 1835 POSTAGE 227 227 SUPPLIES 1927 1927 SECURITY MONITORING 1087 1087 FROM PASS THROUGH ACTIVITY 40895 PASS-THROUGH ACTIVITY 895338 224839 1099 MISCELLANEOUS INCOME 19892 SECURITY DEPOSIT - RAILROAD 3267 3267 INVESTMENT FEES 43469 43469 PROPERTY MANAGEMENT FEES 149630 69749 36182 OFFICE SUPPORT FEES 14400 14400 EXCISE TAX 9900 FOREIGN TAXES PAID 102 773 REAL ESTATE TAX 28