Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE HELEN AND JOSE COLTON FOUNDATION
C/O ANDREA ANDERSON
Number and street (or P.O. box number if mail is not delivered to street address) 1155 N LA CIENEGA BLVD 609
  Room/suite
City or town
LOS ANGELES
State or province
CA
Country  
ZIP or foreign postal code
90069
A Employer identification number

46-3666966
B Telephone number (see instructions)

3108543309
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,684,221J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 123,359 123,359 123,359
5a Gross rents............ 737,498   737,498
b Net rental income or (loss) -32,461
6a Net gain or (loss) from sale of assets not on line 10 399,122
b Gross sales price for all assets on line 6a 399,122
7 Capital gain net income (from Part IV, line 2)... 399,122
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,259,979 522,481 860,857
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 168,000 0 0 168,000
14 Other employee salaries and wages...... 21,498 0 13,773 7,725
15 Pension plans, employee benefits....... 39,724 0 0 32,224
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,703 0 0 9,703
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
98,947 48,640 30,773 19,534
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
139,364 9,599 102,083 27,682
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
188,721 0 188,721
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,138 0 0 9,138
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
505,489 0 463,045 42,444
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,180,584 58,239 798,395 316,450
25 Contributions, gifts, grants paid....... 345,475 345,475
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,526,059 58,239 798,395 661,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -266,080
b Net investment income (if negative, enter -0-) 464,242
c Adjusted net income (if negative, enter -0-)... 62,462
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 240,691 375,441 375,441
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis 6,545,007
Less: accumulated depreciation (attach schedule) 1,069,934 5,635,358 Click to see attachment
List of Attached Documents:
// Content
5,475,073 		9,000,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,798,163 Click to see attachment
List of Attached Documents:
// Content
4,581,753 		4,358,780
14 Land, buildings, and equipment: basis 1,276,659
Less: accumulated depreciation (attach schedule) 167,089 1,138,006 Click to see attachment
List of Attached Documents:
// Content
1,109,570 		950,000
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,812,218 11,541,837 14,684,221
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe ) Click to see attachment
List of Attached Documents:
// Content
65,657 		Click to see attachment
List of Attached Documents:
// Content
61,356
23 Total liabilities (add lines 17 through 22)......... 65,657 61,356
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,746,561 11,480,481
29 Total net assets or fund balances (see instructions)..... 11,746,561 11,480,481
30 Total liabilities and net assets/fund balances (see instructions). 11,812,218 11,541,837
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,746,561
2
Enter amount from Part I, line 27a .....................
2
-266,080
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,480,481
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
11,480,481
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a REALIZED GAINS/ LOSSES P 2025-01-01 2025-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 399,122     399,122
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       399,122
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 399,122
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,453
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,453
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,453
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 307
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax307 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofVIKKI HOLMES Telephone no. (310) 433-5429

Located at1155 N LA CIENEGA BLVD 609LOS ANGELESCA ZIP+4900692440
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
VIKKI HOLMES SECRETARY
5.00 		0 0 0
1155 N LA CIENEGA BLVD 609
LOS ANGELES,CA90069
ANDREA ANDERSON PRESIDENT/CEO
40.00 		168,000 19,500 0
1155 N LA CIENEGA BLVD 609
LOS ANGELES,CA90069
MELISSA ANDERSON CFO
2.00 		0 0 0
1155 N LA CIENEGA BLVD 609
LOS ANGELES,CA90069
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,117,047
b
Average of monthly cash balances.......................
1b
208,856
c
Fair market value of all other assets (see instructions)................
1c
9,000,000
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,325,903
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
15,325,903
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
229,889
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,096,014
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
754,801
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
754,801
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
6,453
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,453
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
748,348
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
748,348
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
748,348
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
661,925
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
661,925
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 748,348
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 57,648
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 661,925
a Applied to 2024, but not more than line 2a 57,648
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 604,277
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		144,071
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMY FOUNDATION (ACADEMY MUSEUM OF MOTION PICTURES)

8949 WILSHIRE BLVD
BEVERLY HILLS,CA90211 		    RESEARCH IN HISTORY, ARTS AND TECHNIQUES OF THE MOTION PICTURE INDUSTRY 10,000

ARMENIAN SISTERS ACADEMY OF LA

2361 FLORENCITA DR
MONTROSE,CA91020 		    RELIGIOUS ORGANIZATION/SCHOOL 2,000

AUBURN VALLEY HUMANE SOCIETY

PO BOX 1911
AUBURN,WA98071 		    AUBURN VALLEY HUMANE SOCIETY ENRICHES THE LIVES OF COMPANION ANIMALS AND PEOPLE THROUGH ANIMAL SHELTERING, PROGRAMS AND COMMUNITY ENGAGEMENT. 500

BRIDGE TO HOME

23752 NEWHALL AVE
NEWHALL,CA91321 		    HELPS PEOPLE MOVE FROM HOMELESSNESS TO HOUSING. 12,500

CALIFORNIA ACADEMY OF SCIENCE

55 MUSIC CONCOURSE DRIVE
SAN FRANCISCO,CA94118 		    REGENERATE THE NATURAL WORLD THROUGH SCEIENCE, LEARNING AND COLLABORATION 2,500

CAMP DEL CORAZON

11615 HESBY STREET
NORTH HOLLYWOOD,CA91601 		    CAMP DEL CORAZON PROVIDES YEAR-ROUND OPPORTUNITIES FOR CHILDREN LIVING WITH THE CHALLENGES OF HEART DISEASE 5,000

CDT KIDS

3324 E RAY ROAD 340
HIGLEY,AZ85236 		    WE PROVIDE EDUCATIONAL, THERAPEUTIC AND ADAPTIVE RECREATIONAL SERVICES TO SUPPORT CHILDREN WITH SPECIAL NEEDS IN THE COMMUNITY. WE WORK TOGETHER TOWARDS MAKING SURE THAT UNDERSERVED CHILDREN RECEIVE THE THERAPEUTIC, EDUCATIONAL AND ADAPTIVE SPORT SERVICES THAT THEY NEED TO ACHIEVE THEIR GOALS. 7,500

CHILDREN'S HOSPITAL OF LA (CATCH)

4650 SUNSET BLVD
LOS ANGELES,CA90027 		    PROMOTION AND ADVANCEMENT OF CHILDREN'S HEALTH THROUGH PATIENT CARE, RESEARCH, AND EDUCATION. 10,000

CULTURAL HERITAGE FOUNDATION

3800 HOMER STREET
LOS ANGELES,CA90031 		    TO PERSERVE, COLLECT, AND INTERPRET THE ARCHITECTURE, PHYSICAL ENVIRONMENT, AND CULTURE OF SOUTHERN CALIFORNIA DURING THE FIRST HUNDRED YEARS OF STATEHOOD. THE HERITAGE SQUARE MUSEUM IS A LIVING HISTORY MUSEUM THAT EXPLORES THE SETTLEMENT AND DEVELOPMENT OF SOUTHERN CALIFORNIA DURING THE FIRST HUNDERED YEARS OF STATEHOOD. 1,500

FIRST TEE PHOENIX

5555 E KARSTEN WAY SUITE 8
PHOENIX,AZ85008 		    PROVIDES AFFORDABLE ACCESS TO GOLF AND GOLF LEARNING FACILITIES FOR YOUNG PEOPLE IN MARICOPACOUNTY TO UNDER PRIVELEDGED CHILDREN 3,900

GARDENS OF GOLDEN GATE PARK

1199 9TH AVE
SAN FRANCISCO,CA94122 		    A NON-PROFIT ORGANIZATION DEDICATED TO CONNECTS PEOPLE TO PLANTS, THE PLANET, AND EACH OTHER 2,500

HAPPY BOTTOMS

303 W 79TH ST
KANSAS CITY,MO64114 		    TO COLLABORATE WITH THE COMMUNITY TO EMPOWER, CONNECT AND IMPACT FAMILIES BY ALLEVIATING 2,000

HAPPY CATS HAVEN

327 MANITOU AVENUE
MANITOU SPRINGS,CO80829 		    RESCUES HOMELESS CATS AND KITTENS IN COLORADO AND FIND THEM LOVING, "FOREVER" HOMES. ALSO ADDRESSES CAT OVERPOPULATION THROUGH SPAY/NEUTER AND COMMUNITY OUTREACH PROGRAMS 30,000

HARLEY'S HOPE FOUNDATION

PO BOX 88146
COLORADO SPRINGS,CO80908 		    PROVIDES FINANCIAL ASSISTANCE FOR MAJOR VETERINARY NEEDS, BEHAVIORAL TRAINING, EMERGENCY BOARDING, AND IN-HOME CARE SERVICES. THEIR WORK FOCUSES ON PREVENTIONKEEPING PETS AND THEIR PEOPLE TOGETHER AND MAINTAINING THE CRITICAL HUMAN-ANIMAL BOND DURING LIFE'S TOUGHEST MOMENTS. 1,000

HOPEWELL RANCH

6410 W LEITER RD
WEIDMAN,MI48893 		    HOPEWELL RANCH IS A THERAPY/EDUCATION FARM WHERE PEOPLE FACING CHALLENGES CAN COME AND EXPERIENCE THE ASSISTANCE OF ANIMALS AND NATURE IN BEAUTIFUL ISABELLA COUNTY. CHILDREN, FAMILIES, INDIVIDUALS, AND VETERANS CAN COME TO HOPEWELL RANCH AND FIND A JUDGEMENT FREE ZONE WHERE SAFETY IS FELT SO HOPE AND HEALING CAN HAPPEN. 2,500

LAZY B EQUINE

4240 W 3600 N
OGDEN,UT84404 		    OUR ORGANIZATION IS DEDICATED TO THE RESCUE OF STARVED, ABUSED AND SLAUGHTER-BOUND HORSES TO HELP HEAL AND REHABILITATE THOSE THAT CAN BE ADOPTED OUT TO LOVING HOMES AND TO PROVIDE A PERMANENT HOME FOR THOSE THAT ARE DISABLED 9,975

LOVE SOCIETY

2140 E 5TH STREET SUITE 8
TEMPE,AZ85281 		    BUILD COMMUNITY OF LOVE BY INSPIRING CHILDREN, ADULTS AND BUSINESSES TO ACTIVELY ENGAGE INMAKING A DIFFERENCE THROUGH IMPACTFUL EVENTS AND THE DISTRIBUTION OF THOUGHTFULLY CURATEDLOVE BAGS, THEY SUPPORT CHILDREN AND FAMILITES IN NEED, FOSTERING COMPASSION ANDMEANINGFUL CONNECTIONS. 2,500

LUPITA PROJECT

3601 CPDY RD
SHERMAN OAKS,CA91403 		    TO PROVIDE IMPROVED QUALITY LIVE FROM PHYISCAL AND DISABLE LIVING IN HAUTULCO AND COAST OF OAXACA, MEX 13,500

MENDING KIDS

21255 BURBANK BLVD STE 120
LOS ANGELES,CA91367 		    PROVIDES LIFE-CHANGING SURGICAL CARE TO CHILDREN WORLDWIDE 25,000

MUSIC MAKERS PTA

25375 ORCHARD VILLAGE ROAD 200
VALENCIA,CA91355 		    FUNDRAISING AND MUSICAL SHOWCASES BY STUDENTS FOR PARTIAL PAYMENT OF MUSIC TEACHER SALARIES FOR THE NEWHALL SCHOOL DISTRICT. 5,000

PET COMPANIONS CLUB OF PEBBLE CREEK

PO BOX 6106
GOODYEAR,AZ84338 		    MISSION IS TO PROVIDE A SAFE ENVIRONMENT FOR THE PETS OF PEBBLECREEK AND TO ASSIST IN THE RESCUE OF STRAY, ABUSED AND INJURED ANIMALS IN THE COMMUNITY 2,500

PILOTS TO THE RESCUE

PO BOX 220040
BROOKLYN,NY11222 		    THEIR MISSION IS TO PREVENT AT RISK ANIMALS FROM BEING EUTHANIZED BY TRANSPORTING THEM BY AIR OR GROUND TRANSPORTATION TO GIVE THEM THE BEST CHANCE AT ADOPTION. 5,000

POINT ROBERTS DOLLARS FOR SCHOLARS

2138 BENSON RD
PT ROBERTS,WA98281 		    PROVIDES EDUCATIONAL ASSISTANCE TO THE COMMUNITY 5,000

POINT ROBERTS PARKS & REC DISTRICT 1

BOX 156
POINT ROBERTS,WA98281 		    TO PROVIDE RECREATIONAL OPPORTUNITIES, ACQUIRE AND MAINTAIN SITES THAT ENHANCE OUR QUALITY OF LIFE, AND PRESERVE THE NATURAL, RECREATIONAL, CULTURAL AND HISTORICAL RESOURCES OF THE DISTRICT. 3,750

POINT ROBERTS VOLUNTEER FIREFIGHTERS CHARITABLE SOCIETY

2030 BENSON RD
PT ROBERTS,WA98281 		    PROVIDING SUPPORT, SUPPLIES, EQUIOPMENT AND TRAINING FOR EMERGENCY SERVICES TO THE COMMUNITY. 46,600

RISE UP SCHOOLS

3443 S GALENA STREET SUITE 310
DENVER,CO80231 		    SERVES CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THEY AIM TO PROMOTE DIGNITY IN ALL RELATIONSHIPS WHILE HELPING PEOPLE WITH DISABILITIES BECOME AS PRODUCTIVE AND INDEPENDENT AS POSSIBLE. 27,000

ROBINS NEST RESCUE

16603 JOHN HENRY LANE
RAMONA,CA92065 		    OUR MISSION AT ROBIN'S NEST RESCUE IS TO PROVIDE SANCTUARY FOR NEGLECTED, ABANDONED, OR ABUSED ANIMALS. 10,000

ROCKY MOUNTAIN WOMENS FILM

2727 N CASCADE AVE 140
COLORADO SPRINGS,CO80907 		    ROCKY MOUNTAIN WOMEN'S FILM BUILDS COMMUNITY AROUND FILM BY ELEVATING THE STORIES OF WOMEN AND OTHERS WHO ARE OFTEN UNHEARD OR UNSEEN. 2,000

SAFE HAVEN MEDICAL OUTREACH PROGRAM INC

1858 BELLWOOD RD
SAN MARINO,CA91108 		    TO PROVIDE THERAPEUTIC AND MEDICAL TREATMENT FOR CHILDREN IN CAMBODIA WITH DISABILITIES & MEDICAL ISSUES. TO EDUCATE FAMILIES AND OTHER VILLAGE MEMBERS REGARDING THE CARE OF THESE CHILDREN. 21,500

SHADOW HILLS RIDING CLUB

10263 LA CANADA WAY
SHAWDOW HILLS,CA91040 		    TO CREATE A THERAPUEUTIC RIDING PROGRAM IN WHICH HORSES ARE USED AS A TOOL FOR PHYSICAL THERAPY, EMTIONAL GROWTH, AND LEARNING FOR INDIVIDUALS WITH MENTAL AND/OR EMOTIONAL DISABILITIES, AND TO CARRY ON OTHER CHARITABLE ACTIVITIES ASSICIATED WITH THIS PURPOSE AS ALLOWED BY LAW. 44,200

SHAREFEST

638 S BEACON ST SUITE 700
SAN PEDRO,CA90731 		    SHAREFEST GIVES YOUTH FACING SIGNIFICANT BARRIERS THE SKILLS, SUPPORT, AND CONNECTIONS THEY NEED TO ACHIEVE ECONOMIC SUCCESS. 5,000

SINGER SANCTUARY

10929 WALNUT DR
SHAWDOW HILLS,CA91040 		    WE PROVIDE RESCUE SERVICES FOR SICK, ABUSED AND ABONDONED ANIMALS. 6,250

SOUTHEAST VOLUSIA HUMANE SOCIETY

1200 S GLENCOE RD
NEW SMYRNA BEACH,FL32168 		    OUR VISION IS A COMMUNITY IN WHICH ALL COMPANION ANIMALS ARE VALUED. OUR MISSION IS TO BE THEIR LIFESAVING VOICE BY DEMONSTRATING NO-KILL PRINCIPLES, ENCOURAGING ADOPTION, ADVOCATING SPAY/NEUTER, ENGAGING THE PUBLIC AND SUPPORTING RESPONSIBLE CARE. 3,000

THE COLORADO YOUTH OUTDOORS CHARITABLE TRUST

4927 E COUNTY ROAD 36
FT COLLINS,CO80525 		    BUILDING RELATIONSHIPS THROUGH TRADITIONAL OUTDOOR RECREATION. 2,400

VALOR HEALING FARMS

PO BOX 1054
OJAI,CA93024 		    SERVE THE MILITARY COMMUNITY THROUGH FARMING , THERAPEUTIC HORTICULTURE AND SUSTAINABLE GARDENING 6,400

WILEY CANYON PTA

24240 LA GLORITA CIRCLE
NEWHALL,CA91321 		    TO PISITIVELY IMPACT THE LIVES OF ALL CHILDREN AND FAMILIES BY REPRESENTING OUR MEMBERS AND EMPOWERING AND SUPPORTING THEM WITH SKILLS IN ADVOCACY, LEADERSHIP, AND COMMUNICATION. 500

YOUTH DOCUMENTARY ACADEMY

2727 N CASCADE AVE SUITE 140
COLORADO SPRINGS,CO80907 		    THE YOUTH DOCUMENTARY ACADEMY (YDA) PREPARES A NEW GENERATION OF STORYTELLERS FROM UNDER-REPRESENTED COMMUNITIES TO LOCATE AND AMPLIFY THEIR VOICES THROUGH THE ART OF DOCUMENTARY FILM. THROUGH INSTRUCTION, PRODUCTION, AND DISTRIBUTION, YDA TRAINS YOUNG PEOPLE TO TRANSPOSE THEIR OWN STORIES INTO BROADLY ACCESSIBLE AND IMPACTFUL MEDIA, OPENING THE DOOR TO COURAGEOUS CONVERSATIONS. 5,000
Total ................................. 3a 345,475
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....         123,359
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -32,461  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        399,122
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -32,461 522,481
13Total. Add line 12, columns (b), (d), and (e)..................
13
490,020
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 INVESTMENT ACTIVITIES PRESERVE AND GROW BALANCES TO ACHIEVE
3 CHARITABLE OBJECTIVES.
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,703 0 0 9,703

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE - BLDG 2019-03-01 756,200 113,108 SL 39.000000000000 19,390 0 19,390  
OFFICE -LAND 2019-03-01 193,800   L   0 0 0  
BUILDING 2017-10-16 2,766,000 720,828 SL 27.500000000000 100,582 100,582 100,582  
LAND 2017-10-16 2,984,000   L   0 0 0  
IMROVEMENTS 2020-06-30 148,323 24,273 SL 27.500000000000 5,394 5,394 5,394  
ELEVATOR 2021-09-01 39,490 4,787 SL 27.500000000000 1,436 1,436 1,436  
FLOORING 2021-10-01 10,605 1,254 SL 27.500000000000 386 386 386  
REPLACEMENTS 2021-10-01 60,820 28,239 SL 7.000000000000 8,689 8,689 8,689  
PAINTING AND DECORATING 2021-10-01 34,503 16,019 SL 7.000000000000 4,929 4,929 4,929  
PLUMBING AND ELECTRICAL 2021-07-01 21,695 10,847 SL 7.000000000000 3,099 3,099 3,099  
FURNITURE & FIXTURE 2021-10-01 111,656 51,841 SL 7.000000000000 15,951 15,951 15,951  
IMPROVEMENTS 2021-10-01 205,769 24,320 SL 27.500000000000 7,483 7,483 7,483  
IMPROVEMENTS 2021-10-01 212,490 17,706 SL 39.000000000000 5,448 0 5,448  
ELEVATOR 2022-06-30 101,675 9,243 SL 27.500000000000 3,697 3,697 3,697  
FURNITURE & FIXTURE 2022-11-30 60,470 17,998 SL 7.000000000000 8,639 8,639 8,639  
IMPROVEMENTS 2022-06-30 57,735 3,700 SL 39.000000000000 1,480 0 1,480  
COMPUTERS 2022-03-31 3,849 2,117 SL 5.000000000000 770 0 770  
IMPROVEMENTS 2023-07-01 52,584 2,022 SL 39.000000000000 1,348 0 1,348  

TY 2025 InvestmentsLandSchedule2
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 2,766,000 821,410 1,944,590  
LAND 2,984,000 0 2,984,000  
IMROVEMENTS 148,323 29,667 118,656  
ELEVATOR 39,490 6,223 33,267  
FLOORING 10,605 1,640 8,965  
REPLACEMENTS 60,820 36,928 23,892  
PAINTING AND DECORATING 34,503 20,948 13,555  
PLUMBING AND ELECTRICAL 21,695 13,946 7,749  
FURNITURE & FIXTURE 111,656 67,792 43,864  
IMPROVEMENTS 205,769 31,803 173,966  
ELEVATOR 101,675 12,940 88,735  
FURNITURE & FIXTURE 60,470 26,637 33,833  

TY 2025 InvestmentsOtherSchedule2
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS AT COST 4,581,753 4,358,780

TY 2025 LandEtcSchedule2
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE - BLDG 756,200 132,498 623,702  
OFFICE -LAND 193,800 0 193,800  
IMPROVEMENTS 212,490 23,154 189,336  
IMPROVEMENTS 57,735 5,180 52,555  
COMPUTERS 3,849 2,887 962  
IMPROVEMENTS 52,584 3,370 49,214  


TY 2025 OtherExpensesSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES & LICENSES 200 0 0 200
OFFICE EXPENSES 4,258 0 0 4,258
INSURANCE 6,955 0 0 6,955
PAYROLL SERVICE FEES 8,913 0 0 8,913
UTILITIES 1,441 0 0 1,441
HOA FEES 11,715 0 0 11,715
CLEANING 2,925 0 0 2,925
MEALS 6,037 0 0 6,037
CLEANING AND MAINTENANCE 107,297 0 107,297 0
DUES AND SUBSCRIPTIONS 3,610 0 3,610 0
ELEVATOR SERVICE 3,204 0 3,204 0
FIRE ALARM/SPRINKLER 2,034 0 2,034 0
GARDENING 5,530 0 5,530 0
INSURANCE 71,778 0 71,778 0
LICENSES 5,436 0 5,436 0
OFFICE EXPENSES 5,992 0 5,992 0
REPAIRS 157,746 0 157,746 0
TRASH COLLECTION 23,844 0 23,844 0
UTILITIES 71,082 0 71,082 0
TELEPHONE 3,776 0 3,776 0
AUTO 1,174 0 1,174 0
MEALS 542 0 542 0


TY 2025 OtherLiabilitiesSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS - NORLEN SIERRA APT 55,478 53,073
CLEARING ACCOUNT 4,389 4,389
CREDIT CARD PAYABLE 5,790 3,894


TY 2025 OtherProfessionalFeesSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 48,640 48,640 0 0
OTHER PROFESSIONAL FEES 19,534 0 0 19,534
LEGAL AND PROFESSIONAL 1,716 0 1,716 0
MANAGEMENT FEES 29,057 0 29,057 0


TY 2025 TaxesSchedule
Name:
THE HELEN AND JOSE COLTON FOUNDATION
 
C/O ANDREA ANDERSON
EIN:
46-3666966
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 14,578 0 0 14,578
PROPERTY TAXES 13,104 0 0 13,104
FEDERAL TAX 9,599 9,599 0 0
PROPERTY TAXES 98,944 0 98,944 0
PAYROLL TAXES 3,139 0 3,139 0