2024-11-15T17:20:52-06:00 2024-08-28 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-01-01 204404637 KENDALL & TAYLOR ATKINSON FOUNDATION KEND 3033491309 PO BOX 3514 LITTLETON CO 801613514 JEANNE ATKINSON TREASURER 3033491309 2024-11-15 1 1 STEVEN TALBOT P01695427 5058787200 2024-11-15 2023 2024-10-15 13:58:12Z X JEANNE ATKINSON 6192 E LONG CIR SO CENTENNIAL CO 80112 22533 0 X WWW.KATAFOUNDATION.ORG X 2006 CO TO RAISE MONEY FOR CHARITABLE ALLOCATION. X 7 7 0 7 0 0 224375 21361 0 0 0 1172 -61231 0 163144 22533 135000 92513 0 0 0 0 0 0 0 10189 10935 145189 103448 17955 -80915 80915 0 0 0 80915 0 X TO RAISE MONEY FOR CHARITABLE ALLOCATION. 0 0 92513 92513 **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. 92513 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CO X JEANNE ATKINSON 3033491309 6192 E LONG CIR SO CENTENNIAL CO 80112 X STEVE RICE PRESIDENT 4.00 X X 0 0 0 JEANNE ATKINSON TREASURER 4.00 X X 0 0 0 SHELLY BEARD SECRETARY 4.00 X X 0 0 0 RICHARD DICK BEARD BOARD MEMBER 4.00 X 0 0 0 ANGIE RICE BOARD MEMBER 4.00 X 0 0 0 LINDA JOY WURTZBACHER BOARD MEMBER 4.00 X 0 0 0 MATT WURTZBACHER BOARD MEMBER 4.00 X 0 0 0 0 0 0 0 0 0 0 0 21361 21361 1172 0 1172 1172 1172 22533 0 0 1172 92513 92513 3885 3885 2141 2141 710 710 1062 1062 MISCELLANEOUS OPERATION 3137 3137 103448 92513 10935 0 80915 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 80915 0 0 0 X 80915 0 80915 0 80915 0 -80915 0 X 0 0 0 X 190428 229515 162262 224375 21361 827941 190428 229515 162262 224375 21361 827941 282011 545930 193 0 193 116 19 135 828269 108967 0.65910 0.67980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 116. 2022 AMOUNT: $ 19. PART II, SHORT YEAR EXPLANATION: THE YEAR 2023 IS A SHORT YEAR, FROM JAN. 1 TO AUG. 28, 2024, MARKING THE FINAL YEAR OF THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 FANCONI ANEMIA RESEARCH FUND 1801 WILLIAMETTE SUITE 200 EUGENE OR 97401 930995453 501(C)(3) 72513 0 TO SUPPORT SCIENTIFIC, MEDICAL, AND TREATMENT RESEARCH OF FANCONI ANEMIA AND ITS RELATED CANCERS AND TO PROVIDE EDUCATION AND SUPPORT SERVICES TO AFFECTED FAMILIES. UNIVERSITY OF COLORADO FOUNDATION 1800 N GRANT ST STE 725 DENVER CO 80203 846049811 501(C)(3) 20000 0 KENNETH R ATKINSON MD ENDOWED MEMORIAL SCHOLARSHIP 2 0 PART IV LINE 2 THE BOARD ANNUALLY ASKS FOR AND RECEIVES AN UPDATE ON THE PROGRESS OF THE RESEARCH THAT WAS FUNDED FOR ALL YEARS. IN THE CASE OF NON-RESEARCH FUNDING, THE MONITORING VARIES DEPENDING ON THE PROJECT FUNDED. CASH 2024-02-22 20000 BOOK VALUE 846049811 UNIVERSITY OF COLORADO FOUNDATION 1800 N GRANT ST STE 725 DENVER CO 80203 501(C)(3) CASH 2024-08-10 72513 BOOK VALUE 930995453 FANCONI ANEMIA RESEARCH FUND 1801 WILLIAMETTE SUITE 200 EUGENE OR 97401 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION A, LINE 2 STEVE RICE, BOARD PRESIDENT, AND ANGIE RICE, BOARD MEMBER, FAMILY RELATIONSHIP SHELLY BEARD, BOARD SECRETARY, AND RICHARD BEARD, BOARD MEMBER, FAMILY RELATIONSHIP LINDA JOY WURTZBACHER AND MATT WURTZBACHER, BOARD MEMBERS, FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE FORM 990 ARE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING, EITHER AT A BOARD MEETING OR VIA E-MAIL. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.