2024-04-24T17:08:00-05:00 2023-12-31 840717842 MAGGARD & HOOD PC 901 GRAND AVE SUITE 203 GLENWOOD SPRINGS CO 81601 990PF 2023-01-01 264098267 CLOUGH FAMILY FOUNDATION CLOU 9706185348 PO BOX 686 RIFLE CO 816500646 S STORMY DAWN ANDERSON TRUSTEE 9706185348 2024-04-19 1 S STORMY DAWN ANDERSON XXX-XX-XXXX 1 ROGER D MAGGARD CPA P00740307 9709458588 2024-04-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5400395 X X 41621 24130 117169 85422 30222 1505162 30222 9725 7525 198737 147299 0 0 0 3035 1665 0 3035 1665 0 232000 232000 235035 1665 232000 -36298 145634 15216 1816 1816 106584 58917 58917 6400 6430 6430 225212 628433 644580 602253 578114 814738 442833 441388 442814 3401816 3048918 3431100 4800314 4764016 5400395 0 0 X 4800314 4764016 0 0 0 0 4800314 4764016 4800314 4764016 4800314 -36298 0 4764016 0 4764016 INVESCO INTERM TERM MUNI INC FD 2022-08-23 2023-06-16 43883 45496 -1613 -1613 INVESCO INTERM TERM MUNI INC FD 2022-05-25 2023-06-16 89247 92527 -3280 -3280 INVESCO INTERM TERM MUNI INC FD 2022-05-25 2023-06-16 83052 86104 -3052 -3052 INVESCO INTERM TERM MUNI INC FD 2022-05-25 2023-06-16 51460 53352 -1892 -1892 INVESCO SHORT DUR HIGH YLD MUNI 2021-01-27 2023-11-03 40000 43883 -3883 -3883 INVESCO SHORT DUR HIGH YLD MUNI 2023-12-27 274 290 -16 -16 INVESCO SHORT DUR HIGH YLD MUNI 2021-01-27 2023-12-27 47110 49736 -2626 -2626 INVESCO SHORT DUR HIGH YLD MUNI 2022-05-25 2023-12-27 171154 180692 -9538 -9538 INVESCO SHORT DUR HIGH YLD MUNI 2022-05-25 2023-12-27 21670 22877 -1207 -1207 INVESCO SHORT DUR HIGH YLD MUNI 2022-08-23 2023-12-27 145041 153123 -8082 -8082 AMER FUNDS MUTUAL FD CL A 2018-12-18 2023-12-19 100738 79423 21315 21315 AMER FUNDS CAPITAL INC BLDR A 2010-05-28 2023-12-19 82603 48018 34585 34585 CITIGROUP INCORPORATED 2020-07-23 2023-09-13 12550 15953 -3403 -3403 FRANKLIN EQUITY INCOME FD A 2018-12-18 2023-12-19 99713 76416 23297 23297 FRANKLIN SM MIDCAP GROWTH FD A 2020-12-15 2023-02-01 40139 60126 -19987 -19987 FRANKLIN SM MIDCAP GROWTH FD A 2020-12-31 2023-02-01 14 21 -7 -7 FRANKLIN COLO TAX FREE INC FD A 2023-02-01 2258 2398 -140 -140 FRANKLIN COLO TAX FREE INC FD A 2019-06-12 2023-02-01 89261 94799 -5538 -5538 FRANKLIN COLO TAX FREE INC FD A 2020-06-24 2023-02-01 46481 49365 -2884 -2884 FRANKLIN COLO TAX FREE INC FD A 2023-06-16 2632 2847 -215 -215 FRANKLIN COLO TAX FREE INC FD A 2020-06-24 2023-06-16 23426 25335 -1909 -1909 FRANKLIN COLO TAX FREE INC FD A 2022-05-25 2023-06-16 149995 162218 -12223 -12223 AMER INTNTL GROWTH & INC FD A 2010-05-28 2023-12-19 65134 40910 24224 24224 PFIZER INCORPORATED 2010-07-27 2023-12-19 9036 4856 4180 4180 STATE STR CORPORATION 2022-06-21 2023-12-19 20965 17762 3203 3203 TAPESTRY INCORPORATED 2022-03-21 2023-09-13 21473 27399 -5926 -5926 VF CORPORATION 2022-06-21 2023-09-13 7004 19175 -12171 -12171 VF CORPORATION 2022-08-23 2023-09-13 5758 14762 -9004 -9004 INVESCO BASIS ADJ 2023-06-16 5077 -5077 -5077 CAPITAL GAINS DIVIDENDS P 33091 33091 33091 30222 2024 0 2024 0 2024 6430 0 0 0 6430 X 0 4406 4406 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A THE FOUNDATION 9706185348 PO BOX 646 RIFLE CO 816500646 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAYDEN ANDERSON PO BOX 646 RIFLE CO 81650 PRESIDENT 2.00 0 0 0 S STORMY ANDERSON PO BOX 646 RIFLE CO 81650 SEC/TREASURER 2.00 0 0 0 SHARON BISTLINE 2105 W 2ND AVE RIFLE CO 81650 DIRECTOR 1.00 0 0 0 DANNY SNYDER PO BOX 392 RIFLE CO 81650 DIRECTOR 1.00 0 0 0 SHELBY SNYDER PO BOX 392 RIFLE CO 81650 DIRECTOR 1.00 0 0 0 MARANDA ANDERSON 11997 SE MEADOWLARK COURT PRINEVILLE OR 97754 DIRECTOR 1.00 0 0 0 BONNIE MACKENZIE PO BOX 1850 RIFLE CO 81650 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5202130 16674 0 5218804 0 0 5218804 78282 5140522 257026 257026 2024 2024 255002 0 255002 0 255002 232000 0 232000 255002 0 0 22545 14547 37092 232000 0 0 0 232000 0 23002 23002 14090 0 0 0 0 0 0 0 14090 14090 CLOUGH FAMILY FOUNDATION PO BOX 686 RIFLE CO 81650 9706185348 SUBMIT LETTER OF REQUEST FOR FUNDING; CLOUGH FAMILY FOUNDATION GRANT APPLICATION WILL THEN BE MAILED TO PROPOSALS THAT MEET FOUNDATION OBJECTIVES. COMPLETED APPLICATION MUST INCLUDE: 1) PROJECT BUDGET; 2) OPERATING BUDGET; 3) BOARD OF DIRECTORS LISTING; 4) AUDITED FINANCIAL REPORTS; 5) COPY OF APPROVED 501(C)(3) OR OTHER CHARITABLE STATUS. N/A N/A HEAVENLY BLESSINGS MINISTRY 3427 MOBILE HWY PENSACOLA FL 32505 NONE PC SUPPORT FOR CAPITAL PROJECTS 5000 LITERACY OUTREACH 1127 SCHOOL STREET GLENWOOD SPRINGS CO 81601 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 IHMC FLORIDA INSTITUTE FOR HUMAN & MACHINE COGNITION 40 SOUTH ALCANIZ ST PENSACOLA FL 32502 NONE PC SUPPORT FOR MULTI-MEDIA LAB 10000 COLORADO MOUNTAIN COLLEGE FOUNDATION 802 GRAND AVE 215 GLENWOOD SPRINGS CO 81601 NONE PC SUPPORT FOR RHS AUTOMOTIVE PROGRAM 5000 LIFT UP PO BOX 1928 RIFLE CO 81650 NONE PC SUPPORT FOR GENERAL PROGRAMS 6000 SARAH'S HOME PO BOX 29 PEYTON CO 80831 NONE PC SUPPORT FOR RESCUED CHILDREN 5000 TRINITY CHURCH 401 35TH STREET VIRGINIA BEACH VA 23451 NONE PC SUPPORT FOR 1DIED4ALL PROGRAMS 2000 MIRACLE FLIGHTS 5740 S EASTERN AVE STE 240 LAS VEGAS NV 89119 NONE PC SUPPORT FOR GENERAL PROGRAMS 3000 KIDS AID 2978 GUNNISON AVE GRAND JUNCTION CO 81504 NONE PC SUPPORT FOR BACKPACK PROGRAM 4000 DANIEL'S ACADEMY PO BOX 29 PEYTON CO 80831 NONE PC SUPPORT FOR BOYS' HOME 5000 ST JUDES CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC SUPPORT FOR GENERAL PROGRAMS 10000 FRIENDS OF THE MUSTANGS PO BOX 2771 GRAND JUNCTION CO 81502 NONE PC SUPPORT FOR DEBEQUE AREA MUSTANGS 20000 THORN 1240 ROSECRANS AVE STE 120 MANHATTAN BEACH CA 90266 NONE PC SUPPORT FOR SAFETY OF CHILDREN AT RISK 5000 MAKE-A-WISH FOUNDATION COLORADO 7951 E MAPLEWOOD AVE 126 GREENWOOD VILLAGE CO 80111 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 NEW UTE THEATRE SOCIETY 132 E 4TH ST RIFLE CO 81650 NONE PC SUPPORT FOR GENERAL PROGRAMS 8000 RIDING INSTITUTE FOR DISABLED EQUESTRIANS 2804 CO RD 250 SILT CO 81652 NONE PC SUPPORT FOR GENERAL PROGRAMS 3000 THE TANK 36 WEST 36TH ST 1ST FLOOR NEW YORK NY 10018 NONE PC SUPPORT FOR GENERAL PROGRAMS 2000 MOTE MARINE LABORATORY & AQUARIUM 1600 KEN THOMPSON PKWY SARASOTA FL 34236 NONE PC SUPPORT FOR PRESERVATION OF CORAL REEFS & MANATEES 5000 PSS SILT WILDLIFE FOUNDATION 5945 COUNTY RD 246 SILT CO 81652 NONE PC SUPPORT FOR WILDLIFE PRESERATION PROGRAMS 5000 ACCESS AFTERSCHOOL PO BOX 819 CARBONDALE CO 81623 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 TRINITY CHURCH 401 35TH STREET VIRGINIA BEACH FL 23451 NONE PC SUPPORT FOR GENERAL PROGRAMS 3000 BOOKCLIFF ARTS CENTER PO BOX 1295 RIFLE CO 81650 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 THE BUDDY PROGRAM 110 E HALLAM ST STE 125 ASPEN CO 81611 NONE PC SUPPORT FOR LEAD PROGRAM 3000 DANIEL'S ACADEMY PO BOX 29 PEYTON CO 80831 NONE PC SUPPORT FOR BOYS' HOME 7000 SARAH'S HOME PO BOX 29 PEYTON CO 80831 NONE PC SUPPORT FOR RESCUED CHILDREN 10000 DOVE LEWIS EMERGENCY ANIMAL HOSPITAL 1945 NW PETTYGROVE ST PORTLAND OR 97209 NONE PC SUPPORT FOR GENERAL PROGRAMS - BEND OR 5000 FOOD BANK OF THE ROCKIES 20 EAGLE COUNTY DR EL JEBEL CO 81623 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 FRIENDS OF THE MUSTANGS PO BOX 2771 GRAND JUNCTION CO 81502 NONE PC SUPPORT FOR WILD MUSTANG PRESERVATION 3000 COLORADO STATE UNIVERSITY 300 UNIVERSITY SVCS CENTER FORT COLLINS CO 80523 NONE PC SUPPORT FOR GARFIELD COUNTY EDUCATION CENTER 5000 HARMONY ACRES EQUESTRIAN CENTER PO BOX 38 FRUITA CO 81521 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 IHMC FLORIDA INSTITUTE FOR HUMAN & MACHINE COGNITION 40 SOUTH ALCANIZ ST PENSACOLA FL 32502 NONE PC SUPPORT FOR MEDIA LAB & EXO PROGRAM 6000 LITERACY OUTREACH 1127 SCHOOL STREET GLENWOOD SPRINGS CO 81601 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 MAKE-A-WISH FOUNDATION COLORADO 7951 E MAPLEWOOD AVE 126 GREENWOOD VILLAGE CO 80111 NONE PC SUPPORT FOR GENERAL PROGRAMS 6000 MIRACLE FLIGHTS 5740 S EASTERN AVE STE 240 LAS VEGAS NV 89119 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 MOTE MARINE LABORATORY & AQUARIUM 1600 KEN THOMPSON PKWY SARASOTA FL 34236 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 PSS SILT WILDLIFE FOUNDATION 5945 COUNTY RD 246 SILT CO 81652 NONE PC SUPPORT FOR WILDLIFE PRESERVATION PROGRAMS 5000 PARALYED VETERANS OF AMERICA 1875 EYE ST NW STE 1100 WASHINGTON DC 20006 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 RIDING INSTITUTE FOR DISABLED EQUESTRIANS 2804 CO RD 250 SILT CO 81652 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 SEARCH & RESCUE DOGS OF THE USA 6426 HIGH DR MORRISON CO 80465 NONE PC SUPPORT FOR GENERAL PROGRAMS 3000 ST JUDES CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC SUPPORT FOR GENERAL PROGRAMS 8000 ST LABRE INDIAN SCHOOL PO BOX 758601 TOPEKA KS 66675 NONE PC SUPPORT FOR ORPHAN PROGRAMS 5000 RIFLE JOURNEY HOME ANIMAL SHELTER PO BOX 1375 RIFLE CO 81650 NONE PC SUPPORT FOR GENERAL PROGRAMS 5000 YOUTHZONE 413 9TH STREET GLENWOOD SPRINGS CO 81601 NONE PC SUPPORT FOR RIFLE YOUTHZONE PROGRAMS 5000 VOID PRIOR CHECK (REISSUED)MIRACLE FLIGHTS 5740 S EASTERN AVE STE 240 LAS VEGAS NV 89119 NONE PC SUPPORT FOR GENERAL PROGRAMS -3000 VOID PRIOR CHECK (REISSUED)TRINITY CHURCH 401 35TH STREET VIRGINIA BEACH VA 23451 NONE PC SUPPORT FOR GENERAL PROGRAMS -2000 232000 0 41621 117169 9725 30222 0 0 198737 198737 3 THE FOUNDATION IS A PRIVATE FOUNDATION DESCRIBED IN IRC SEC 509(A) 3 THAT MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS ON A RECURRING 3 BASIS. ONE OF ITS PRIMARY PURPOSES IS GRANT MAKING. 4 THE FOUNDATION IS A PRIVATE FOUNDATION DESCRIBED IN IRC SEC 509(A) 4 THAT MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS ON A RECURRING 4 BASIS. ONE OF ITS PRIMARY PURPOSES IS GRANT MAKING. 8 THE FOUNDATION IS A PRIVATE FOUNDATION DESCRIBED IN IRC SEC 509(A) 8 THAT MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS ON A RECURRING 8 BASIS. ONE OF ITS PRIMARY PURPOSES IS GRANT MAKING. 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 441388 442814 EQUITIES 578114 814738 0 0 628433 644580 UNIT TRUSTS AT COST 183648 131958 MUTUAL FUNDS AT COST 2203623 2639219 EXCHANGE TRADED FUNDS AT COST 358484 367078 MARKET LINKED INVESTMENTS AT COST 300018 289700 ACCRUED INTEREST RECEIVABLE AT COST 3145 3145 1099MISC - OTHER INCOME 7525 7525 7525 NONDIVIDEND DISTRIBUTIONS 2200 0 2200 FEDERAL INCOME TAXES 1370 0 0 EDW JONES - FOREIGN TAXES 1016 1016 0 OTHER PORTFOLIO FEES/ADJ 649 649 0