2025-12-05T17:19:48-06:00 2025-09-30 990PF 2024-10-01 841519112 Mikkelson Foundation % James M Mikkelson MIKK 7193304150 17665 Minglewood Trail Monument CO 801328421 JAMES M MIKKELSON President Treasurer 7193304150 2025-12-05 true 2024 2025-03-06 01:10:19Z X 2510156 X 233720 13187 13187 73846 73846 32503 652525 263309 246043 447 447 353703 350789 246043 7743 7743 3330 49 24 854 11976 7767 0 115760 115760 127736 7767 115760 225967 343022 246043 653 707 707 937566 700887 701201 1199236 1661827 1808248 2137455 2363421 2510156 90000 120000 90000 120000 X 2047455 2243421 2047455 2243421 2137455 2363421 2047455 225967 2273422 30000 2243422 500 shares AAPL D 2024-10-15 2024-10-21 118033 56 117977 117977 500 sjares AAPL D 2024-10-15 2025-09-22 128025 56 127969 127969 226 shares AAPL P 2025-08-14 2025-09-22 578 511 67 67 386 shares VHT P 2024-12-20 2025-02-05 1056 1031 25 25 265 shares VHT P 2019-12-20 2025-02-05 72624 50740 21884 21884 940780 shares VFIRX P 2023-12-19 2025-02-14 92349 92667 -318 -318 357143 PIMCO PPRMX P 2018-02-07 2024-11-07 30000 30750 -750 -750 2364066 PIMCP PPRMX P 2018-02-07 2025-02-14 200000 203546 -3546 -3546 7564 shares VFIRX P 2024-02-01 2025-02-14 743 747 -4 -4 24712 shares VFIRX P 2024-06-03 2025-02-14 2427 2410 17 17 17547 shares VFIRX P 2024-09-03 2025-02-14 1723 1726 -3 -3 27728 shares VFIRX P 2025-02-03 2025-02-14 2723 2732 -9 -9 263309 246043 4768 4768 0 4768 4163 0 4163 605 false false false false false false false true true CO true false false false false true mikkelsonfoundation.org James M Mikkelson 7193304150 17665 Minglewood Trail Monument CO 801328421 false false false false false false false false false false false false false false false false true false false false false false false false false false JAMES M MIKKELSON 17665 Minglewood Trail Monument CO 801328421 President Treasurer 4.00 0 0 0 RONALD FURSTENAU 2075 Tyrone Dr Colorado Springs CO 809194859 Vice President 1.00 0 0 0 CATHLEEN M MIKKELSON 17665 Minglewood Trail Monument CO 801328421 Secretary 1.00 0 0 0 NONE 0 NONE 0 College Scholarships for 15 math science and engineering students 75000 Science Equipment Grants for elementary and middle schools Support for 17 schools 40760 1783335 686398 0 2469733 0 2469733 37046 2432687 121634 121634 4768 4768 116866 116866 116866 115760 115760 116866 24210 24210 115760 0 0 92656 23104 24210 24210 23104 0 23104 23104 0 0 0 JAMES MIKKELSON SCHOLARSHIP COMMITTEE PO Box 768 Monument CO 801320768 application forms available at mikkelsonfoundationorg mid April each year CO MT WY ID NM HS graduates studying Math Science Engineering Ute Pass Elementary School 9230 Chipita Park Road Cascade CO 80909 GOV Domestic or fore Science Equipment 2000 Explorer Elementary School 4190 Bardot Dr Colorado Springs CO 80920 GOV Domestic or fore Science Equipment 2950 Canyon City Middle School 1215 S Main St Canon City CO 81212 Science Equipment 3620 The da Vinci Academy Elementary School 1335 Bridle Oaks Ln Colorado Springs CO 80919 GOV Domestic or fore Science Equipment 2240 Otero Elementary School 1650 Chanmwood Drive Colorado Springs CO 80906 GOV Domestic or fore Science Equipment 2112 Centennial Elementary School 1860 S Chelton Road Colorado Springs CO 80910 GOV Domestic or fore Science Equipment 2629 Palmer High School 30 I N Nevada Ave Colorado Springs CO 80903 GOV Domestic or fore Science Equipment 768 Mountain View Elementary School 10095 Lexington Drive Colorado Springs CO 80920 GOV Domestic or fore Science Equipment 3000 Frontier Elementary School 3755 Meadow Ridge Drive Colorado Springs CO 80920 GOV Domestic or fore Science Equipment 3100 Rogers Elementary School 110 South Circle Drive Colorado Springs CO 80910 GOV Domestic or fore Science Eqiopment 2250 Pikes Peak Library District 1175 Chapel Hills Drive Colorado Springs CO 80920 GOV Domestic or fore Science Equipment 1400 Lincoln School of Science&Technology 420 Myrtle Avenue Canon City CO 81212 GOV Domestic or fore Science Equipment 250 UnBOCES PO Box 728 Ridgway CO 81432 GOV Domestic or fore Science Equipment 7000 Monterey Elementary School 2311 Monterey Road Colorado Springs CO 80910 GOV Domestic or fore Science Equipment 2642 Antelope Elementary School 15280 Jessie Drive Colorado Springs CO 80921 GOV Domestic or fore Science Equipment 2990 Palmer High School 30 I N Nevada Ave Colorado Springs CO 80903 GOV Domestic or fore Science Equipment 774 Mount Garfield Middle School 3475 Front St Clifton CO 81520 GOV Domestic or fore Science Equipment 1035 ELIANA CECIL 4510 Pass Creek Road Mackay ID 83713 NONE I Individual person Scholarship 5000 NOLAN OSCHELL 16115 Wills Lane Clinton MT 59825 NONE I Individual person Scholarship 5000 AAHANA PAUL 9671 Sycamore Glen Trl Colorado Springs CO 80920 NONE I Individual person Scholarship 5000 GAGE TODD PO Box 1352 Trout Creek MT 59874 NONE I Individual person SCholarship 5000 FRANK QUATTROMANI 4253 E Weaver Pl Centennial CO 80121 NONE I Individual person Scholarship 5000 JENNA DONOHUE 9537 Painted Canyon Cir Littleton CO 80129 NONE I Individual person Scholarship 5000 MIA SILVER 415 Indian Peaks Trail W Lafayette CO 80026 NONE I Individual person Scholarship 5000 SOPHIA STEVEN Steven Broomfield CO 80020 NONE I Individual person Scholarship 5000 NATALIE PHILLIPS 1512 Jesse Ln Golden CO 80403 NONE I Individual person Scholarship 5000 ASPEN STEARNS 24120 County Road 301A Buena Vista CO 81211 NONE I Individual person Scholarship 5000 CALVIN ZWOLFER 507 Front St Louisville CO 80027 NONE I Individual person Scholarship 5000 ARABELLA ENGLAND 5705 Yarrow St Arvada CO 80002 NONE I Individual person Scholarship 5000 LANA KASTNER 4617 Goodnight Av Pueblo CO 81005 NONE I Individual person Scholarship 5000 ETHAN WANG 2651 E ast 136th Pl Thornton CO 80602 NONE I Individual person Scholarship 5000 ALEXANDER NGUYEN-LOPEZ 4516 Allegheny Rd Erie PA 16509 NONE I Individual person Scholarship 5000 115760 ELIANA CECIL 4510 Pass Creek Road Mackay ID 83713 NONE I Individual person Scholarship 15000 NOLAN OSCHELL 16115 Wills Lane Clinton MT 59825 NONE I Individual person Scholarship 15000 AAHANA PAUL 9671 Sycamore Glen Trl Colorado Springs CO 80920 NONE I Individual person Scholarship 15000 GAGE TODD PO Box 1352 Trout Creek MT 59874 NONE I Individual person Scholarship 15000 FRANK QUATTROMANI 4253 E Weaver Pl Centennial CO 80121 NONE I Individual person Scholarship 15000 75000 14 13187 14 73846 18 32503 12b1 rebates 14 447 119983 119983 false false false false false false false false false false X X 1 JAMES M MIKKELSON 17665 Minglewood Trail Monument CO 80132 233720 X 1 1000 Shares AAPL 233720 2024-10-15 JAMES M MIKKELSON none 500 shares AAPL 2024-10 D 2024-10 10212024 118033 116860 market value 1173 500 shares AAPL 2024-10 D 2025-09 09222025 128025 116860 market value 11165 226 shares AAPL 2025-08 P 2025-09 09222025 578 511 market 67 26886 VHT 2019-12 P 2025-02 02052025 73680 51771 market 21909 1012641 VFIRX 2023-12 P 2025-02 02142025 99441 99724 market -283 357143 PPRMX 2018-02 P 2024-11 11072024 30000 30750 market -750 2364066 PPRMX 2018-02 P 2025-02 02142025 200000 203546 market -3546 LTCG 2768 2768 CIBER ETF 51987 57065 ABNYX AB BOND 115506 113728 COLUMBIA FUNDS TRUST 101760 97138 FIDELITY ENHANCED HIGH YIELD ETF 75000 75315 FIDELITY MSCI HEALTH CARE INDEX ETF 17192 20061 FIDELITY SELECT MED TECHNOLOGY 21842 17505 INVESCO NASDAQ 100 ETF 17574 34604 Maris and Powers Growth 25731 39284 OAKMARK 112331 182591 PIMCO FDS PAC INVT 98725 91397 PIMCO Inflation Response 154494 172283 SPDR PORTFOLIO SP 500 18911 36579 TCW FUNDS INC 297535 284107 VANGUARD INDEX FUNDS SP 500 ETF 16888 30619 Vanguard short term treasury 58921 59392 VGIT 300769 309821 VYM 176661 186759 Increased Scholarships 30000 Office Software 65 PO Box 332 Postage 73 Corporate Registration 25 Tax Prep Software 221 Internet Utilities 138 12b1 rebates 447 447 FinanciAccount Management 7743 7743 Estimated Tax 210 Estimated Tax 1040 Estimated Tax 1040 Estimated Tax 1040