2025-02-15T08:11:59-08:00 2024-03-31 331024557 HEWITT HEERSCHAP & COUCH PC 511 W 10TH ST STE B PUEBLO CO 81003 990PF 2023-04-01 841310564 LEVERT W HOAG FOUNDATION LEVE 7192520935 3234 SHALIMAR TERRACE PUEBLO CO 81008 JEFF SHAW TREASURER 7192520935 2024-08-14 true Karen E Heerschap CPA P00636439 7195421287 2025-02-15 2023 2025-03-06 01:10:19Z X X 6495216 X X 3817 3817 152173 152173 182159 266451 182159 0 0 338149 338149 0 1000 500 500 3010 1500 1510 3333 0 36 36 7379 2036 2010 238800 238800 246179 2036 240810 91970 336113 8418 17020 17020 14137 232423 232423 0 0 2414401 983956 3551798 0 443359 1777025 2693975 0 0 0 0 2880315 3010424 6495216 0 0 0 0 0 X 2880315 3010424 2880315 3010424 2880315 3010424 2880315 91970 41472 3013757 3333 3010424 CAPITAL GAIN DISTRIBUTIONS P 2020-07-01 2023-12-31 46825 0 0 46825 0 0 0 46825 TEXAS INSTRUMENTS P 2001-12-17 2024-03-26 166299 0 30590 135709 0 0 0 135709 PPL CORP P 2001-12-17 2024-03-26 53327 0 53702 -375 0 0 0 -375 182159 4672 0 4672 0 4672 5000 5000 -5000 X 200 128 128 false false false false false false false true true CO true false false false false true N/A JEFF SHAW 7192520935 3234 SHALIMAR TERRACE PUEBLO CO 81008 false false false false false false false false false false false false false false false false false false false false false BOB WERTZ 42 LEHIGH PUEBLO CO 81005 PRES / DIR 4.00 0 0 0 JAMES MUNCH 327 ARGYLE PUEBLO CO 81004 V/P / DIR 1.00 0 0 0 JEFF SHAW 3234 SHALIMAR TERRACE PUEBLO CO 81008 SEC/TREAS / DIR 3.00 0 0 0 NONE 0 NONE 0 5737342 76229 0 5813571 0 5813571 87204 5726367 286318 286318 4672 4672 281646 281646 281646 240810 240810 281646 0 0 0 3232 0 3232 240810 0 240810 0 3232 3232 0 0 0 0 37604 0 0 0 0 0 0 0 X SENIOR RESOURCE DEVELOPMENT AGENCY 230 N UNION AVE PUEBLO CO 81003 GOVT CAPITAL 1400 PUEBLO URBAN RENEWAL AUTHORITY 115 EAST RIVERWALK SUITE 401 PUEBLO CO 81003 GOVT SCULPTURES & WALKWAYPROJECT 219400 ROSELAWN CEMETARY 1706 ROSELAWN ROAD PUEBLO CO 81006 NONPROFIT CAPITAL 18000 238800 14 3817 14 152173 14 182159 182159 338149 182159 520308 8 CAPITAL GAIN INCOME INCREASES MONEY AVAILABLE FOR PHILANTHROPIC PURPOSES false false false false false false false false false false CAPITAL GAIN DISTRIBUTIONS Purchased 46825 46825 TEXAS INSTRUMENTS 2001-12 Purchased 2024-03 166299 30590 135709 PPL CORP Purchased 2024-03 53327 53702 -375 MORGAN STANLEY 413566 1575137 KOEHLER 570390 1976661 MORGAN STANLEY 1665098 2405707 KOEHLER 111927 288268 PRIOR YEAR TAXES PAID 3333 INVESTMENT FEES 36 36 UNREALIZED GAINS 41472 SECTION 4940 TAXES PAID 3333