Form 990 for tax year 2023
Filed by KENDALL & TAYLOR ATKINSON FOUNDATION.
What the amendment changed
Compared with the return it replaced , filed 10 July 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $163,144 changed to $22,533
- Total expenses
- $145,189 changed to $103,448
- Contributions and grants received
- $224,375 changed to $21,361
- Grants paid
- $135,000 changed to $92,513
- Investment income
- $0 changed to $1,172
- Other revenue
- -$61,231 changed to $0
- Total assets, end of year
- $80,915 changed to $0
- Net assets or fund balances, end of year
- $80,915 changed to $0
- Program services expenses
- $135,000 changed to $92,513
- Management and general expenses
- $10,189 changed to $10,935
- Program service expenses (Part III)
- $135,000 changed to $92,513
Listed only on the earlier return
- Adam SandsADAM SANDS
Totals
- Total revenue
- $22,533
- Total expenses
- $103,448
- Contributions and grants received
- $21,361
- Grants paid
- $92,513
- Program service revenue
- $0
- Investment income
- $1,172
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $92,513
- Management and general expenses
- $10,935
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $92,513
Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$21,361
-
7a · Gross sales of assets other than inventory
other assets $1,172
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $1,172
-
7d · Net gain or loss
total $1,172 · excluded $1,172
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $92,513 · program services $92,513
-
11c · Fees: accounting
total $3,885 · management and general $3,885
-
13 · Office expenses
total $2,141 · management and general $2,141
-
14 · Information technology
total $710 · management and general $710
-
23 · Insurance
total $1,062 · management and general $1,062
-
24a · Other expenses: MISCELLANEOUS OPERATION
total $3,137 · management and general $3,137
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $80,915 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
27 · Net assets without donor restrictions
beginning of year $80,915 · end of year $0
Mission and programs · 2023
Mission
TO RAISE MONEY FOR CHARITABLE ALLOCATION.
-
**ALLOCATIONS WERE MADE TO THE FANCONI ANEMIA RESEARCH FUND TO SUPPORT MEDICAL, SCIENTIFIC AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS.*$72,513 WAS ALLOCATED TO FUND RESEARCH ENTITLED "TRANSFORMING TREATMENT OF INHERITED BONE MARROW FAILURE IN FANCONI ANEMIA BY PRECISE IN VIVO GENOME EDITING."PEOPLE WITH FA, WHO HAVE BONE MARROW FAILURE, ARE CURRENTLY TREATED WITH ALLOGENEIC HEMATOPOIETIC STEM CELL TRANSPLANTS. HOWEVER, THESE PROCEDURES REMAIN SOMEWHAT LIMITED DUE TO HIGH COST, LACK OF APPROPRIATE DONORS IN SOME REGIONS, AND HEIGHTENED RISK OF LONG-TERM HEALTH EFFECTS SUCH AS AN INCREASED RISK OF CANCER. IN VIVO GENE THERAPIES OFFER PROMISE AND GREAT POTENTIAL FOR A SAGE EASILY ACCESSIBLE, AND COST-EFFECTIVE THERAPEUTIC OPTION TO TREAT FA-RELATED BONE MARROW FAILURE THAT CAN BE USED WORLDWIDE. THIS CONSORTIUM WILL TEST GENE EDITING TECHNOLOGIES FOR ALL MAJOR FA MUTATIONS USING LABORATORY-BASED TECHNIQUES OVER THE NEXT TWO YEARS. THE GOAL IS TO RAPIDLY DEVELOP A TRANSLATIONAL PROTOCOL THAT WILL EVENTUALLY BE TESTED IN CLINICAL TRIALS.**ALLOCATIONS WERE MADE TO THE UNIVERSITY OF COLORADO FOUNDATION. *AN ALLOCATION OF $20,000 WAS MADE TO THE UNIVERSITY OF COLORADO FOUNDATION FOR THE KENNETH R ATKINSON MD ENDOWED MEMORIAL SCHOLARSHIP.DISTRIBUTION OF FUNDS WAS MADE TO AN ENDOWED SCHOLARSHIP TO BE AWARDED ANNUALLY TO A STUDENT ENROLLED IN THE SCHOOL OF MEDICINE AT THE UNIVERSITY OF COLORADO ANSCHUTZ MEDICAL CAMPUS. SCHOLARSHIP IS NEED BASED WITH PREFERENCE GIVEN TO 4TH YEAR MEDICAL STUDENTS WHO PLAN ON GOING INTO PRIMARY CARE MEDICINE. PREFERENCE WILL ALSO BE GIVEN TO STUDENTS INTENDING TO PRACTICE PRIMARY CARE IN THE STATE OF COLORADO.
Expenses $92,513 · Grants $92,513
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Steve RiceSTEVE RICE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Jeanne AtkinsonJEANNE ATKINSON
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Shelly BeardSHELLY BEARD
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Richard Dick BeardRICHARD DICK BEARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Angie RiceANGIE RICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Linda Joy WurtzbacherLINDA JOY WURTZBACHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Matt WurtzbacherMATT WURTZBACHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$72,513
TO SUPPORT SCIENTIFIC, MEDICAL, AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS AND TO PROVIDE EDUCATION AND SUPPORT SERVICES TO AFFECTED FAMILIES.
-
KENNETH R ATKINSON MD ENDOWED MEMORIAL SCHOLARSHIP
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · CASH · Feb 22, 2024 · 501(C)(3)
-
$72,513
Liquidation · CASH · Aug 10, 2024 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349324982
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.