DONNELL-KAY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: DONNELL-KAY FOUNDATION INC (EIN 59-6169704)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-23
IRS object ID: 202642049349100109
Schema version: 2025v4.2
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-23T13:00:55-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331498605	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTE & MORAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8181 E TUFTS AVE SUITE 600	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	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	596169704	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DONNELL-KAY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DONN	BusinessNameControlTxt
Phone	7209321544	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	730 17TH STREET	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CONNIE DINES	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7209321544	PhoneNum
Signature	2026-06-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DORI J EGGETT	PreparerPersonNm
PTIN	P00645252	PTIN
Phone	3037409400	PhoneNum
Preparation	2026-06-23	PreparationDt

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	$37,251,767	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	$10,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$246,143	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$246,143	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,789,213	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,789,213	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$449,887	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,098,499	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$449,887	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,041	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,496,284	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,485,243	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
Oth Empl Slrs Wgs Rev And Expnss	$740,750	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$2,507	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$738,243	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$203,502	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$97	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$203,404	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$1,762	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$1,762	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,150	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,430	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,720	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$484,007	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$143,072	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$183,428	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$18,019	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,019	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$40,195	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$40,195	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$98,275	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$32,250	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$41,915	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$30,447	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,635,575	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$148,125	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,235,449	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$350,636	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$350,636	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,986,211	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$148,125	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,586,085	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$510,073	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,337,118	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$262,018	CashBOYAmt
Cash EOY	$99,804	CashEOYAmt
Cash EOYFMV	$99,804	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$168,153	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$616,067	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$168,153	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$168,153	OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY	$8,509	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$8,509	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$5,456,865	CorporateStockBOYAmt
Corporate Stock EOY	$6,345,321	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,345,321	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,741,718	CorporateBondsBOYAmt
Corporate Bonds EOY	$4,002,874	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$4,002,874	CorporateBondsEOYFMVAmt
Other Investments BOY	$22,800,602	OtherInvestmentsBOYAmt
Other Investments EOY	$23,206,853	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$23,206,853	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,205,763	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,205,763	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$867,000	LandEOYFMVAmt
Other Assets BOY	$60,184	OtherAssetsBOYAmt
Other Assets EOY	$2,553,253	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,553,253	OtherAssetsEOYFMVAmt
Total Assets BOY	$33,937,454	TotalAssetsBOYAmt
Total Assets EOY	$36,384,767	TotalAssetsEOYAmt
Total Assets EOYFMV	$37,251,767	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$9,063	AccountsPayableBOYAmt
Accounts Payable EOY	$660	AccountsPayableEOYAmt
Total Liabilities BOY	$9,063	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$660	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$33,928,391	CapitalStockBOYAmt
Capital Stock EOY	$36,384,107	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,928,391	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$36,384,107	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,937,454	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$36,384,767	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,928,391	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$510,073	ExcessRevenueOverExpensesAmt
Other Increases	$1,945,643	OtherIncreasesAmt
Subtotal	$36,384,107	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$36,384,107	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS ACCOUNTS	$3,076,261	$2,648,612	$427,649	$427,649
CAPITAL GAIN DISTRIBUTIONS	$22,238		$22,238	$22,238

Field	Value	IRS element (for citing)
Capital Gain Net Income	$449,887	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32,486	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$32,486	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$32,486	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$17,009	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$24,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$41,009	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,523	OverpaymentAmt
Applied To ES Tax	$8,523	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	WWW.DKFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	TONY LEWIS	IndividualWithBooksNm
Phone	7209321544	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	730 17TH STREET SUITE 950	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80202	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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 (4 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
KAYLIN DINES
730 17TH STREET 950	DENVER	CO	80202	SECRETARY	1.00	$0	$0	$0
ANTHONY LEWIS
730 17TH STREET 950	DENVER	CO	80202	TREASURER	2.00	$0	$0	$0
KIM KNOUS DOLAN
730 17TH STREET 950	DENVER	CO	80202	VICE PRESIDENT	1.00	$0	$0	$0
CONNIE DINES
730 17TH STREET 950	DENVER	CO	80202	PRESIDENT	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
ANTHONY LEWIS
730 17TH STREET 950	DENVER	CO	80202	EXEC DIRECTOR	50.00	$250,696	$9,720	$0
MIGUEL LOVATO
730 17TH STREET 950	DENVER	CO	80202	WORKER	40.00	$162,126	$20,324	$0
SARAH JOHNSON
730 17TH STREET 950	DENVER	CO	80202	WORKER	32.00	$120,055	$36,251	$0
TABER WARD
730 17TH STREET 950	DENVER	CO	80202	WORKER	40.00	$135,055	$15,996	$0
MAGGIE BROWN
730 17TH STREET 950	DENVER	CO	80202	WORKER	40.00	$74,052	$22,364	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	5	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
SOCIAL IMPACT SOLUTIONS
2220 UINTA ST	DENVER	CO	80238	FUNDRAISING & MARKETING ADVICE	$110,000
HOPEFUL CONSULTING LLC
251 KIMBALL AVE	GOLDEN	CO	80401	CONSULTING FOR NONPROFITS	$92,831

Field	Value	IRS element (for citing)
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	$33,498,189	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$269,906	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$33,768,095	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$33,768,095	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$506,521	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$33,261,574	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,663,079	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,663,079	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$32,486	TaxBasedOnInvestmentIncomeAmt
Total Tax	$32,486	TotalTaxAmt
Distributable Before Adj	$1,630,593	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,630,593	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,630,593	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,586,085	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,586,085	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,630,593	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$31,917	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$11,403	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$43,320	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,586,085	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,586,085	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$43,320	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$43,320	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$1,188	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADVOCACY RISING
4720 W 37TH AVE UNIT 31	DENVER	CO	80212	NONE	PC	GENERAL OPERATING GRANT	$5,000
ANASTASIS ACADEMY
2825 ROCKBRIDGE DR	HIGHLANDS RANCH	CO	80129	NONE	PC	GENERAL OPERATING GRANT	$20,000
ASIAN GIRLS IGNITE CO HADANU COLLECTIVE
3533 N MARION ST	DENVER	CO	80205	NONE	PC	GENERAL OPERATING GRANT	$600
BOULDER FOOD RESCUE
PO BOX 284	BOULDER	CO	80306	NONE	PC	GENERAL OPERATING GRANT	$400
BOULDER REPORTING LAB
2420 BLUFF ST	BOULDER	CO	80304	NONE	PC	GENERAL OPERATING GRANT	$100
BRIGHT BY TEXT
7534 S MONACO WAY	CENTENNIAL	CO	80112	NONE	PC	GENERAL OPERATING GRANT	$30,000
CHEF ANN FOUNDATION
5485 CONESTOGA CT 110F	BOULDER	CO	80301	NONE	PC	GENERAL OPERATING GRANT	$25,000
CHILD FUND INTERNATIONAL
2821 EMERYWOOD PARKWAY	RICHMOND VA	VA	23294	NONE	PC	GENERAL OPERATING GRANT	$396
COLORADO FOOD CLUSTER
320 EAST VINE DRIVE	FORT COLLINS	CO	80524	NONE	PC	GENERAL OPERATING GRANT	$35,000
COLORADO PUBLIC RADIO
7409 S ALTON CT	CENTENNIAL	CO	80112	NONE	PC	GENERAL OPERATING GRANT	$100
CULTIVANDO
PO BOX 644	EASTLAKE	CO	80614	NONE	PC	GENERAL OPERATING GRANT	$284
DZI FOUNDATION
PO BOX 632	RIDGWAY	CO	81432	NONE	PC	GENERAL OPERATING GRANT	$500
EARLY MILESTONES COLORADO
3000 LAWRENCE STREET	DENVER	CO	80205	NONE	PC	GENERAL OPERATING GRANT	$25,000
EXECUTIVES PARTNERING TO INVEST IN CHILDREN (EPIC)
711 PARK AVE W	DENVER	CO	80205	NONE	PC	GENERAL OPERATING GRANT	$10,000
FARM DISCOVERY AT LIVE EARTH
172 LITCHFIELD LANE	WATSONVILLE	CA	95076	NONE	PC	GENERAL OPERATING GRANT	$100
FIELD ACADEMY
PO BOX 181027	DENVER	CO	80218	NONE	PC	GENERAL OPERATING GRANT	$105
FOCUS POINTS FAMILY RESOURCE CENTER
2501 E 48TH AVE	DENVER	CO	80216	NONE	PC	GENERAL OPERATING GRANT	$100
GARDEN TO TABLE
PO BOX 270246	LOUISVILLE	CO	80027	NONE	PC	GENERAL OPERATING GRANT	$5,000
GRAND CANYON TRUST
2601 N FORT VALLEY ROAD	FLAGSTAFF	AZ	86001	NONE	PC	GENERAL OPERATING GRANT	$500
GROWING GARDENS
1630 HAWTHORN AVENUE	BOULDER	CO	80304	NONE	PC	GENERAL OPERATING GRANT	$432
HIGH ROCKIES COMMUNITY SCHOOL
2234 BUSCH RUN RD	FAIRPLAY	CO	80440	NONE	PC	GENERAL OPERATING GRANT	$25,000
JUSTICE FOR THE PEOPLE LEGAL CENTER
501 S CHERRY ST	AURORA	CO	80010	NONE	PC	GENERAL OPERATING GRANT	$20,000
KIT CARSON RURAL DEVELOPMENT
PO BOX 123	KIT CARSON	CO	80825	NONE	PC	GENERAL OPERATING GRANT	$50,000
KOREAN ACADEMY OF COLORADO
5458 S IOLA WAY	HIGHLANDS RANCH	CO	80111	NONE	PC	GENERAL OPERATING GRANT	$370
KUNC PUBLIC RADIO
1901 56TH AVE STE 200	GREELEY	CO	80634	NONE	PC	GENERAL OPERATING GRANT	$100
LA LUZ EDUCATION
361 VRAIN ST	DENVER	CO	80219	NONE	PC	GENERAL OPERATING GRANT	$260
LINCOLN ELEMENTARY PTSA
710 SOUTH PENNSYLVANIA STREET	DENVER	CO	80209	NONE	PC	GENERAL OPERATING GRANT	$510
LITTLETON PUBLIC SCHOOLS FOUNDATION
5776 S CROCKER ST	LITTLETON	CO	80120	NONE	PC	GENERAL OPERATING GRANT	$1,050
LIVING EARTH AGRICULTURAL FOUNDATION
7715 ARAPAHOE RD	BOULDER	CO	80303	NONE	PC	GENERAL OPERATING GRANT	$284
LONGMONT COMMUNITY FOUNDATION
600 KIMBARK ST	LONGMONT	CO	80501	NONE	PC	GENERAL OPERATING GRANT	$100
MONTESSORI COLLECTIVE
1308 5TH ST	GOLDEN	CO	80403	NONE	PC	GENERAL OPERATING GRANT	$10,000
NOURISH COLORADO
501 S CHERRY STREET SUITE 1100	DENVER	CO	80246	NONE	PC	GENERAL OPERATING GRANT	$25,000
PHILANTHROPY COLORADO
5855 WADSWORTH BYPASS UNIT A	ARVADA	CO	80003	NONE	PC	GENERAL OPERATING GRANT	$11,500
PLENTIFUL
394 PACIFIC AVE FL 2	SAN FRANCISCO	CA	94111	NONE	PC	GENERAL OPERATING GRANT	$100
QUIVIRA COALITION
1413 2ND ST STE 1	SANTA FE	NM	87505	NONE	PC	GENERAL OPERATING GRANT	$255
ROCKY MOUNTAIN SCHOOL OF EXPEDITIONARY LEARNING
1700 S HOLLY ST	DENVER	CO	80222	NONE	PC	GENERAL OPERATING GRANT	$400
THE DENVER FOUNDATION
1009 N GRANT ST	DENVER	CO	80203	NONE	PC	GENERAL OPERATING GRANT	$365
THE STEAD SCHOOL
18251 HOMESTEAD TRAIL	COMMERCE CITY	CO	80022	NONE	PC	GENERAL OPERATING GRANT	$10,000
THE TABLE URBAN FARM
PO BOX 103370	DENVER	CO	80250	NONE	PC	GENERAL OPERATING GRANT	$125
TIDES CENTER
PO BOX 889385	LOS ANGELES	CA	90088	NONE	PC	GENERAL OPERATING GRANT	$5,000
UNIVERSITY OF COLORADO FOUNDATION
1800 N GRANT ST STE 725	DENVER	CO	80203	NONE	PC	GENERAL OPERATING GRANT	$6,400
WILDFLOWER MONTESSORI PUBLIC SCHOOLS OF COLORADO
1330 S POTOMAC ST	AURORA	CO	80012	NONE	PC	GENERAL OPERATING GRANT	$25,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NW	WASHINGTON	DC	20009	NONE	PC	GENERAL OPERATING GRANT	$200

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$350,636	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$246,143	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,789,213	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$449,887	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Exclusion	$1,041	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,486,284	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,486,284	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE COLORADO HEALTH FOUNDATION	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1780 PENNSYLVANIA ST	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80203	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$10,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$7,150	Amt
Net Investment Income	$1,430	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,720	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (46 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CANADIAN IMPERIAL BANK CALL	$80,682	$80,682
AIR LEASE CORP	$95,948	$95,948
INTEL CORP NTS B/E	$58,037	$58,037
BHP BILLITON FIN LTD NTS	$50,456	$50,456
THERMO FISHER SCIENTIFIC	$10,099	$10,099
SOUTHERN CALIFORNIA EDISON CO. NTS	$38,299	$38,299
INTEL CORP NTS B/E	$49,720	$49,720
META PLATFORMS INC.	$149,717	$149,717
JOHN DEERE CAPITAL CORP	$51,364	$51,364
UNITED HEALTH GROUP INC.	$50,405	$50,405
TMOBILE USA INC NTS B/E	$48,767	$48,767
MORGAN STANLEY NTS B/E	$154,880	$154,880
WALT DISNEY COMPANY/THE CALL	$46,788	$46,788
JP MORGAN CHASE & CO NTS	$151,854	$151,854
CITIGROUP INC NTS B/E	$47,655	$47,655
MORGAN STANLEY B/E	$24,407	$24,407
AT&T INC. B/E	$91,926	$91,926
ORACLE CORP B/E	$156,780	$156,780
BROADCOM INC. NTS B/E	$55,821	$55,821
COMCAST CORP B/E	$74,764	$74,764
WELLS FARGO & CO B/E	$101,711	$101,711
NATIONAL RURAL UTIL COOP	$45,160	$45,160
AON NORTH AMER INC B/E	$124,948	$124,948
JPMORGAN CHASE & CO B/E	$81,173	$81,173
SOUTHERN CAL EDISON B/E	$52,310	$52,310
GOLDMAN SACHS GROUP INC	$167,381	$167,381
BANK OF AMER CORP NTS	$115,479	$115,479
CPTL ONE FINL CORP NTS	$135,597	$135,597
SOUTHWESTERN ENERGY CO	$12,000	$12,000
JPMORGAN CHASE & CO B/E	$30,093	$30,093
US BANCORP B/E	$100,201	$100,201
ROYAL BANK OF CANADA NTS	$52,520	$52,520
CADENCE DESIGN SYS INC	$160,939	$160,939
PAYPAL HOLDINGS INC NTS	$100,640	$100,640
T-MOBILE USA INC B/E	$101,459	$101,459
AMERICAN HONDA FIN NTS	$119,246	$119,246
CAPITAL ONE FINANCIAL CO	$79,941	$79,941
WARNERMEDIA HLDGS INC	$43,891	$43,891
BROADCOM INC NTS B/E	$55,322	$55,322
AMPHENOL CORP NTS B/E	$121,028	$121,028
CONSTELLATION EN GEN	$130,405	$130,405
GENL MOTORS FINL CO INC	$159,294	$159,294
GEORGIA POWER CO B/E	$194,373	$194,373
BANK OF AMER CORP B/E	$138,189	$138,189
UNITED PARCEL SVC INC	$74,777	$74,777
GOLDMAN SACHS GROUP INC	$16,428	$16,428

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ADOBE INC.	$61,248	$61,248
ABBVIE INC.	$226,434	$226,434
ACCENTURE PLC IRELAND	$75,661	$75,661
ALPHABET INC.	$519,580	$519,580
AMERICAN EXPRESS CO.	$332,955	$332,955
AMERIPRISE FINANCIAL INC.	$105,423	$105,423
CISCO SYSTEMS INC.	$140,657	$140,657
CME GROUP INC.	$114,967	$114,967
COSTCO WHOLESALE CORP	$111,242	$111,242
DANAHER CORP	$66,616	$66,616
HOME DEPOT INC.	$66,411	$66,411
INTERCONTINENTAL EXCHANGE GROUP	$54,257	$54,257
JP MORGAN CHASE & CO	$377,964	$377,964
LINDE PLC EUR	$216,606	$216,606
LOCKHEED MARTIN CORP	$135,911	$135,911
LOWES COMPANIES INC.	$79,342	$79,342
MCDONALDS CORP	$152,509	$152,509
MERCK & CO INC.	$90,313	$90,313
META PLATFORMS INC.	$254,795	$254,795
MICROSOFT CORP	$375,289	$375,289
MORGAN STANLEY	$330,206	$330,206
NEXTERA ENERGY INC.	$48,810	$48,810
NORFOLK SOUTHERN CORP	$146,381	$146,381
NOVARTIS AG SPON ADR	$100,507	$100,507
O'REILLY AUTOMOTIVE INC.	$136,815	$136,815
PARKER HANNIFIN CORP	$132,723	$132,723
PROCTOR & GAMBLE CO.	$115,938	$115,938
PROLOGIS INC.	$119,362	$119,362
RAYTHEON TECHNOLOGIES CORP	$251,808	$251,808
ROCKWELL AUTOMATION INC	$51,746	$51,746
SALESFORCE INC.	$55,101	$55,101
SHELL PLC SPON ADR	$69,365	$69,365
SHERWIN WILLIAMS CO.	$50,549	$50,549
TARGET CORP	$78,200	$78,200
THERMO FISHER SCIENTIFIC	$106,619	$106,619
TJX COS INC.	$124,578	$124,578
TRAVELERS COS INC.	$190,569	$190,569
UNITED HEALTH GROUP INC.	$103,655	$103,655
VISA INC.	$135,374	$135,374
WALMART INC.	$350,607	$350,607
ORACLE CORP	$78,549	$78,549
VERALTO CORP	$9,679	$9,679

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
EATON VANCE ATLANTA CAP	FMV	$2,202,804	$2,202,804
HARDING LOEVNER INTERNATIONAL EQUITY	FMV	$2,693,334	$2,693,334
INVESCO DEVELOPING MARKETS FUND CLASS Y	FMV	$1,224,165	$1,224,165
VANGUARD 500 INDEX	FMV	$6,129,413	$6,129,413
INFRASTRUCTURE INV. FUND (ICAPITAL) LTD	FMV	$2,330,929	$2,330,929
THIRD POINT ULTRA LTD	FMV	$49,929	$49,929
BLACKSTONE PRIVATE CREDIT FUND	FMV	$2,427,469	$2,427,469
BLACKSTONE REAL ESTATE INCOME TRUST INC	FMV	$1,426,151	$1,426,151
BROOKFIELD REAL ESTATE INCOME TRUST INC.	FMV	$631,599	$631,599
INVESCO S&P 500 EQUAL WEIGHT	FMV	$718,350	$718,350
ISHARES CORE MSCI EAFE ETF	FMV	$2,630,124	$2,630,124
APOLLO DEBT SOLUTIONS	FMV	$497,786	$497,786
BAHL & GAYNOR SMALL/MID CAP	FMV	$244,800	$244,800

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$1,762	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,762	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ESCROW ACCOUNT	$2,509	$2,509	$2,509
INTEREST RECEIVABLE	$57,675	$50,744	$50,744
RURAL LOAN	$0	$2,500,000	$2,500,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$6,860	$0	$6,860
MEMBERSHIP DUES	$5,307	$0	$5,307
POSTAGE	$7	$0	$7
TELEPHONE	$4,205	$0	$4,205
OFFICE EXPENSES	$3,873	$0	$3,873
COMPUTER/IT EXPENSES	$6,742	$0	$6,742
MISCELLANEOUS	$3,453	$0	$3,453
PASSTHROUGH GRANT	$11,468	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$1,041	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$1,041	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAINS	$1,937,134
PREPAID TAX	$8,509

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEE	$143,072	$143,072	$0
PROFESSIONAL SERVICES	$1,067	$0	$1,067
CONSULTING SERVICES	$335,646	$0	$178,139
PAYROLL AND 401K FEES	$4,222	$0	$4,222

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$1,019	$1,019	$0
EXCISE TAX	$17,000	$0	$0