FULCRUM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FULCRUM FOUNDATION (EIN 23-3081735)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-09
- IRS object ID
- 202631609349100423
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-09T13:26:05-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 25TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033984 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233081735 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULCRUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FULC | BusinessNameControlTxt |
| Phone | 2152462300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 S COLORADO BLVD UNIT S 358 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH J ROBERTS JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2152462300 | PhoneNum |
| Signature | 2026-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID F DOTSON | PreparerPersonNm |
| PTIN | P00738401 | PTIN |
| Phone | 2152462300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,990,460 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $952,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $952,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $358,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,481 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $683 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,311,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,311,622 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,842 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,921 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,921 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,313 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,815,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,815,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,858,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,828,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,546,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,297,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$485,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$2,258,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$2,258,590 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,855,972 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,011,816 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,715,039 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,833,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,923,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,534,011 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,204,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,676,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,990,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,204,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,676,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,204,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,676,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,204,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,676,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,204,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,546,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,601 | OtherIncreasesAmt |
| Subtotal | $25,676,488 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,676,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $358,481 | GrossSalesPriceAmt |
| Gain Or Loss | $358,481 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $358,481 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,481 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,038 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,038 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,109 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,109 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $71 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RALPH J ROBERTS JR | IndividualWithBooksNm |
| Phone | 2152462300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1685 S COLORADO BLVD UNIT S 358 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802224040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RALPH J ROBERTS JR | ||||||||
| 1685 S COLORADO BLVD UNIT S 358 | DENVER | CO | 802224040 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANN KIMBERLEY ROBERTS | ||||||||
| 255 ST PAUL STREET APT NO 516 | DENVER | CO | 80206 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,948,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,030,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,978,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,978,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $539,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,439,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,771,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,771,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,038 | TotalTaxAmt |
| Distributable Before Adj | $1,753,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,753,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,753,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,828,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,828,921 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,753,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314,298 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,828,921 | QualifyingDistributionsAmt |
| Applied To Year1 | $314,298 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,753,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $760,697 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $760,697 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $760,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $760,697 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN COMMUNITY CENTER | |||||||
| 925 S NIAGARA STREET SUITE 200 | DENVER | CO | 80224 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| AFRICAN SCHOOL ASSISTANCE PROGRAM | |||||||
| 191 UNIVERSITY BLVD 285 | DENVER | CO | 80206 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| BIG BROTHERS BIG SISTERS OF COLORADO | |||||||
| 750 W HAMPDEN AVE SUITE 450 | ENGLEWOOD | CO | 80110 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| BRAC | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| BRIGID ALLIANCE | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | AURORA | CO | 80045 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| CLIMATE EMERGENCY FUND | |||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| COALITION FOR RAINFOREST NATIONS | |||||||
| 52 VANDERBILT AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| COLORADO COALITION FOR THE HOMELESS | |||||||
| 2111 CHAMPA STREET | DENVER | CO | 80205 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| CRISIS TEXT LINE | |||||||
| PO BOX 21461 | NEW YORK | NY | 10087 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| CU ANSCHUTZ FUND FOR EXCELLENCE | |||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| DELORES PROJECT | |||||||
| 1290 KING STREET | DENVER | CO | 80204 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $30,000 |
| DENVER CHILDREN'S ADVOCACY CENTER | |||||||
| 2149 FEDERAL BLVD | DENVER | CO | 80211 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| DENVER PUBLIC SCHOOL FOUNDATION | |||||||
| 1860 LINCOLN ST | DENVER | CO | 80203 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| DENVER URBAN GARDENS | |||||||
| 1031 33RD ST STE100 | DENVER | CO | 80205 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| ENERGY OUTREACH COLORADO | |||||||
| 225 EAST 16TH AVENUE | DENVER | CO | 80203 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $150,000 |
| FLORENCE CRITTENTON SERVICES | |||||||
| 96 SOUTH ZUNI STREET | DENVER | CO | 80223 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 EAST 45TH AVE | DENVER | CO | 80239 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $150,000 |
| GIVEDIRECTLY | |||||||
| CHURCH STREET STATION | NEW YORK | NY | 10008 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| HELEN KELLER INTERNATIONAL | |||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| HERBIE HANCOCK INSTITUTE OF JAZZ | |||||||
| 5225 WISCONSIN AVENUE NW SUITE 605 | WASHINGTON | DC | 20015 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| INDIGENOUS WOMEN RISING | |||||||
| PO BOX 7475 | ALBUQUERQUE | NM | 87194 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| JAZZ FOUNDATION OF AMERICA | |||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| JOHNS HOPKINS CENTER FOR INDIGENOUS HEALTH | |||||||
| 3 UNITED NATIONS PLAZA | NRE YORK | NY | 10017 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| LIFE AFTER HATE | |||||||
| 116 W JACKSON BLVD SUITE 109/MB 349 | CHICAGO | IL | 60604 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| LOGAN SCHOOL | |||||||
| 1005 YOSEMITE STREET | DENVER | CO | 80230 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| MILE HIGH UNITED WAY | |||||||
| 711 PARK AVE WEST | DENVER | CO | 80205 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE ST 100 | ARLINGTON | VA | 22203 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH ST NW STE 1100 | WASHINGTON | DC | 20005 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| ONE TO ONE | |||||||
| BOX 1574 | TELLURIDE | CO | 81439 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 EAST 38TH AVENUE | DENVER | CO | 80207 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| PRISON POLICY INITIATIVE | |||||||
| PO BOX 127 | NORTH HAMPTON | MA | 01061 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $15,000 |
| PROJECT ANGEL HEARTS | |||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| PROJECT WORTHMORE | |||||||
| 1609 HAVANA STREET | AURORA | CO | 80010 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| RAINFOREST FOUNDATION US | |||||||
| 1000 DEAN ST 430 | BROOKLYN | NY | 11238 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| RAINFOREST TRUST | |||||||
| 7200 LINEWEAVER ROAD STE 100 | WARRENTON | VA | 20187 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| REACH OUT AND READ | |||||||
| 2716 SOUTH STREET | PHILADELPHIA | PA | 19146 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES (RAICES) | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| SAFEHOUSE DENVER | |||||||
| 1649 DOWNING STREET | DENVER | CO | 80218 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| SAN MIGUEL RESOURCE CENTER | |||||||
| PO BOX 3243 | TELLURIDE | CO | 81435 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 11 PARK PLACE 3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| SO MAY ALL EAT | |||||||
| 2023 E COLFAX AVE | DENVER | CO | 80206 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| SPARKY LATINA SCHOLARSHIP FUND | |||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| THE GATHERING PLACE | |||||||
| 1535 HIGH STREET | DENVER | CO | 80218 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $30,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 1410 GRANT STREET | DENVER | CO | 80203 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| UN WORLD FOOD PROGRAM USA | |||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| UNICEF | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| URBAN PEAK | |||||||
| 2100 STOUT STREET | DENVER | CO | 80205 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 |
| USA FOR UNHRC | |||||||
| 1310 L STREET NEW STE 450 | WASHINGTON | DC | 20005 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| VITAL VOICES | |||||||
| 1509 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 |
| WARREN VILLAGE | |||||||
| 1323 GILPIN STREET | DENVER | CO | 80218 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $50,000 |
| WILD EARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| WOMEN FOR AFGHAN WOMEN | |||||||
| PO BOX 670999 | FLUSHING | NY | 11367 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $20,000 |
| WOMEN'S WILDERNESS | |||||||
| 1206 EUCLID AVE | BOULDER | CO | 80302 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| ALLIANCE FOR GLOBAL JUSTICECOLORADO FREEDOM FUND | |||||||
| PO BOX 1005 | LAKEWOOD | CO | 80232 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| UNRWA | |||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| MIDDLE EAST CHILDREN'S ALLIANCE | |||||||
| 1101 EIGHTH ST 100 | BERKELEY | CA | 94710 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| EVIDENCE ACTION | |||||||
| PO BOX 65480 | WASHINGTON | DC | 20035 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $25,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| COMMON CAUSE | |||||||
| 11TH FLOOR 48 WALL ST | NEW YORK | NY | 10005 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| DEMOCRACY FORWARD | |||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| REPORTS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| PO BOX 34176 | WASHINGTON | DC | 20043 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| LAWYERS FOR GOOD GOVERNMENT | |||||||
| 1319 F ST NW SUITE 301 | WASHINGTON | DC | 20004 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3450 WILSHIRE BLVD 108-62 | LOS ANGELES | LA | 90010 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| FLORENCE IMMIGRATION & REFUGEE RIGHTS PROJECT | |||||||
| PO BOX 86299 | TUCSON | AZ | 85754 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,815,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $952,458 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $358,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,311,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,311,622 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,842 | Amt |
| Net Investment Income | $13,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,921 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 34,312.325 SHS BARON FIFTH AVENUE GROWTH | $405,524 | $2,311,964 |
| 285,153.052 SHS JH ADAPTIVE RISK MGD U.S | $3,280,830 | $3,478,867 |
| 48,132 SHS COMCAST CORP | $1,853,195 | $1,438,665 |
| 500,580 SHS SCHWAB FUNDAMENTAL US | $5,699,980 | $13,620,782 |
| 331,506.62 SHS SCHWAB GOVERNMENT MONEY | $331,507 | $331,507 |
| 352,225.52 SHS SCHWAB GOVERNMENT MONEY | $352,226 | $352,226 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,011,816 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,715,039 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARATHON DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $683 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER REFUND - NOT TAXABLE | $18,599 |
| TIMING AND OTHER BOOK DIFFERENCES | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF TAXES PAID | $15,000 | $0 | $0 |
| CO TAXES PAID | $313 | $0 | $0 |