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BONFILS-STANTON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BONFILS-STANTON FOUNDATION (EIN 84-6029014)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-10-18
IRS object ID
202402929349100110
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-18T13:06:25-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841255164PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KUNDINGER CORDER & MONTOYA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 LINCOLN STREET SUITE 200AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN846029014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BONFILS-STANTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBONFBusinessNameControlTxt
Phone3038253774PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11033 SANTA FE DRIVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN HOVLANDPersonNm
Person TitleCFO/TREAS/SECRETARYPersonTitleTxt
Phone3038253774PhoneNum
Signature2024-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA MONTOYAPreparerPersonNm
PTINP01363907PTIN
Phone3035345953PhoneNum
Preparation2024-10-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$89,715,553FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$971,991DividendsRevAndExpnssAmt
Dividends Net Invst Incm$971,991DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,620,110NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,620,110GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,610,480CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$166,040OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$167,603OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,758,141TotalRevAndExpnssAmt
Total Net Invst Incm$3,750,074TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$469,759CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$106,824CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$362,935CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$492,545OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,909OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$487,636OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$268,505PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$29,417PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$239,088PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,443LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,187LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,256LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$24,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$19,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$420,587OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$246,135OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$174,452OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$41,000TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$46,483DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$130,491OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$130,491OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$242,505OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$242,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,148,218TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$400,472TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,660,263TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,900,341ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,900,341ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,048,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$400,472TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,560,604TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,290,418ExcessRevenueOverExpensesAmt
Net Investment Income$3,349,602NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$390CashBOYAmt
Cash EOY$390CashEOYAmt
Cash EOYFMV$390CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,865,885SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,470,749SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,470,749SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$2,168,333OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$1,300,154OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,168,333OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,168,333OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$5,555,456CorporateStockBOYAmt
Corporate Stock EOY$3,728,319CorporateStockEOYAmt
Corporate Stock EOYFMV$6,299,938CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,119,973CorporateBondsBOYAmt
Corporate Bonds EOY$7,293,376CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,179,225CorporateBondsEOYFMVAmt
Other Investments BOY$50,076,227OtherInvestmentsBOYAmt
Other Investments EOY$52,994,733OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,083,169OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$577,345LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$376,572LandBldgEquipAccumDeprecAmt
Land BOY$234,817LandBOYAmt
Land EOY$200,773LandEOYAmt
Land EOYFMV$200,773LandEOYFMVAmt
Other Assets BOY$265,062OtherAssetsBOYAmt
Other Assets EOY$312,976OtherAssetsEOYAmt
Other Assets EOYFMV$312,976OtherAssetsEOYFMVAmt
Total Assets BOY$72,417,964TotalAssetsBOYAmt
Total Assets EOY$70,169,649TotalAssetsEOYAmt
Total Assets EOYFMV$89,715,553TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,529AccountsPayableBOYAmt
Accounts Payable EOY$1,718AccountsPayableEOYAmt
Other Liabilities BOY$199,252OtherLiabilitiesBOYAmt
Other Liabilities EOY$247,166OtherLiabilitiesEOYAmt
Total Liabilities BOY$206,781TotalLiabilitiesBOYAmt
Total Liabilities EOY$248,884TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$72,211,183RetainedEarningBOYAmt
Retained Earning EOY$69,920,765RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$72,211,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$69,920,765TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,417,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$70,169,649TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,211,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,290,418ExcessRevenueOverExpensesAmt
Subtotal$69,920,765SubtotalAmt
Tot Net Ast Or Fund Balances EOY$69,920,765TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,610,480CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,559InvestmentIncomeExciseTaxAmt
Subtotal$46,559SubtotalAmt
Tax Based On Investment Income$46,559TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$47,464EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$47,464TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$905OverpaymentAmt
Applied To ES Tax$905AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressBONFILS-STANTONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksANN HOVLANDIndividualWithBooksNm
Phone3038253774PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11033 SANTA FE DRIVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY STEUER
1033 SANTA FE DRIVEDENVERCO80204CEO/PRES40.00$275,124$68,627$0
ANN HOVLAND
1033 SANTA FE DRIVEDENVERCO80204CFO/TREAS/SE40.00$186,135$34,634$0
ELAINE TORRES
1033 SANTA FE DRIVEDENVERCO80204PAST CHAIR2.00$1,000$0$0
MICHAEL E BOCK
1033 SANTA FE DRIVEDENVERCO80204CHAIR2.00$1,000$0$0
DR PATRICIA BACA
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$1,000$0$0
MELISSA CHEONG
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$250$0$0
REHAN K HASAN ESQUIRE
1033 SANTA FE DRIVEDENVERCO80204VICE CHAIR2.00$1,000$0$0
DEBORAH JORDY
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$250$0$0
DAMON MCCLEESE
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$1,000$0$0
DWINITA MOSBY TYLER PHD
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$1,000$0$0
MIKE YANKOVICH
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$1,000$0$0
AMY CARA
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$250$0$0
MARION CHEBET
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$500$0$0
LOUISE MARTORANO
1033 SANTA FE DRIVEDENVERCO80204TRUSTEE2.00$250$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
GINA FERRARI
1033 SANTA FE DRIVEDENVERCO80204DIRECTOR GRA32.00$134,290$29,960
CHRISSY DEAL
1033 SANTA FE DRIVEDENVERCO80204DIRECTOR, FE40.00$130,194$27,276
MONIQUE LOSEKE
1033 SANTA FE DRIVEDENVERCO80204EXECUTIVE AS40.00$95,456$23,957
ANTHONY GRIMES
1033 SANTA FE DRIVEDENVERCO80204DIR OF COMMU40.00$104,000$11,529

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MORGAN STANLEY
399 PARK AVE 12TH FLNEW YORKNY10022INV. CONSULTING$160,175
PUTNAM CONSULTING
30628 DETROIT RDWESTLAKEOH44145CONSULTING$62,500

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN AGREEMENT WITH MONTBELLO ORGANIZING COMMITTEEDescription1Txt
Expenses1$500,000Expenses1Amt
Description2LOAN AGREEMENT WITH CLEO PARKER ROBINSON DANCEDescription2Txt
Expenses2$250,000Expenses2Amt
All Other Program Rltd Invst Tot$210,000AllOtherProgramRltdInvstTotAmt
Total$960,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$84,618,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$369,751AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$84,988,470TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$84,988,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,274,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,713,643NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,185,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,185,682MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,559TaxBasedOnInvestmentIncomeAmt
Income Tax$1,315IncomeTaxAmt
Total Tax$47,874TotalTaxAmt
Distributable Before Adj$4,137,808DistributableBeforeAdjAmt
Recoveries Qualfied Distri$91,821RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,229,629DistributableBeforeDedAmt
Distributable As Adjusted$4,229,629DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,560,604ExpensesAndContributionsAmt
Program Related Invst Total$960,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$41,304CharitableAssetsAcquisPaidAmt
Qualifying Distributions$6,561,908QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,229,629DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,323,703ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$459,901ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$88,351ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$867,303ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,739,258TotalExcessDistributionCyovAmt
Qualifying Distributions$6,561,908QualifyingDistributionsAmt
Applied To Current Year$4,229,629AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,332,279RemainingDistriFromCorpusAmt
Total Corpus$5,071,537TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,071,537ExcessDistriCyovToNextYrAmt
Excess From Year4$1,323,703ExcessFromYear4Amt
Excess From Year3$459,901ExcessFromYear3Amt
Excess From Year2$88,351ExcessFromYear2Amt
Excess From Year1$867,303ExcessFromYear1Amt
Excess From Current Year$2,332,279ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11033 SANTA FE DRIVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80204ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3038253774RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsORGANIZATIONS SEEKING GRANTS ARE REQUESTED TO COMPLETE AN ONLINE INQUIRY FORM FOUND ON OUR WEBSITE HTTPS://WWW.BONFILS-STANTONFOUNDATION.ORG/GRANTS. ORGANIZATIONS CAN SUBMIT ONLY ONE PROPOSAL PER PROGRAM IN A 12-MONTH PERIOD.FormAndInfoAndMaterialsTxt
Submission DeadlinesGRANT APPLICATION SUBMISSION DEADLINES VARY PER GRANT PROGRAM. GRANT SEEKERS ARE INVITED TO REVIEW CSubmissionDeadlinesTxt
Restrictions On AwardsFOUNDATION RESOURCES ARE INVESTED IN 501C3 OR FISCALLY SPONSORED ORGANIZATIONS WHICH CONTRIBUTE TO DENVER'S ART AND CULTURE COMMUNITY THROUGH GENERAL OPERATING, PROJECT/PROGRAM, AND CAPITAL SUPPORT GRANTS. CAPITAL GRANTS ARE GENERALLY DIRECTED TOWARDS ORGANIZATIONS WITH BUDGETS OF LESS THAN 5 MILLION. THE FOUNDATION ALSO SUPPORTS DENVER METRO AREA NON-PROFIT LEADERS THAT ARE DRIVING SYSTEMIC COMMUNITY CHANGE. ELIGIBLE LEADERS ARE SELECTED THROUGH A NOMINATION AND COMMUNITY PANEL PROCESS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11033 SANTA FE DRIVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80204ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipSEE STATEMENTRecipientRelationshipTxt
Recipient Foundation StatusSEE STMTRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE STATEMENTGrantOrContributionPurposeTxt
Amt$3,900,341Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,900,341TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11033 SANTA FE DRIVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80204ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipSEE STATEMENTRecipientRelationshipTxt
Recipient Foundation StatusSEE STMTRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE STATEMENTGrantOrContributionPurposeTxt
Amt$35,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$35,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$971,991ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$9,630UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$2,610,480ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PARTNERSHIP INCOME18$167,603
PARTNERSHIP UBTI523000-$1,563

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$8,067UnrelatedBusinessTaxblIncmAmt
Exclusion$3,750,074ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,758,141TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKUNDINGER, CORDER & MONTOYA, P.CCategoryTxt
Amt$24,900Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$19,900DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescLOAN AGREEMENT WITH LIGHTHOUSE WRITER'S WORKSHOP, INC.Desc
Amt$210,000Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDEPRECIATIONPropertyDesc
Prior Year Depreciation$42,310PriorYearDepreciationAmt
Current Year Expense$46,483CurrentYearExpenseAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LEGGMASON INSTITUTIONAL FUND$4,774,142$3,846,571
COMMUNITY CAPITAL$2,519,234$2,332,654

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD DIVIDEND GROWTH FUND$2,517,696$4,689,063
EDGEWOOD GROWTH FUND$1,210,623$1,610,875

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BOSTON COMMON LCVAT COST$3,343,786$3,949,000
CALVERT LARGE CAP DIVERSITY STRATEGYAT COST$3,538,351$4,378,373
CLEARBRIDGE LARGE CAP VALUE ESGAT COST$3,635,317$4,136,618
AB SUSTAINABLE GLOBAL THEMATICAT COST$2,538,674$2,876,840
APERIOAT COST$2,822,169$3,431,249
CLEARBRIDGE INTL GROWTH ESGAT COST$5,458,618$6,337,220
MILLENIUMAT COST$4,001,500$4,545,524
BRIDGE WORKFORCE AND AFFORDABLE HSNGAT COST$1,224,624$1,165,292
GROSVENOR ADVANCE FUNDAT COST$668,597$760,549
LEEDS EQUITY PARTNERS VIIAT COST$623,590$806,230
THE EQUITY ALLIANCEAT COST$847,556$1,102,508
THE EQUITY ALLIANCE IIAT COST$150,000$142,404
ACHIEVE PARTNERS EDTECH BUYOUTAT COST$248,662$248,401
ANGELO GORDON ENERGY CREDIT OPP FUNDAT COST$6,625
MAVERICK FUNDAT COST
SAMLYN OFFSHORE LTDAT COST$1,500,000$2,806,161
SELECT EQUITY OFFSHORE LTDAT COST$1,800,000$3,830,927
CANYON VALUE REALIZATION FUNDAT COST$1,686,930$3,278,771
LEXINGTON MIDDLE MARKET IIIAT COST$36,616$420,245
GQGAT COST$5,277,191$7,494,268
CRESTVIEW IVAT COST$574,879$833,425
CIM ENTERPRISE LOAN FUNDAT COST$750,000$759,457
FARALLON SPECIAL SITUATIONS FUNDAT COST$137,821$410,095
GOLUB CAPITAL PARTNERS XIIAT COST$576,587$915,911
OWL ROCK FIRST LIEN FUNDAT COST$447,534$738,488
COATUE OFFSHORE FUNDAT COST$2,400,000$4,357,126
CANYON DISTRESSED OPPS FUND IIIAT COST$820,486$1,120,403
LEXINGTON CAPITAL PARTNERS IXAT COST$611,649$1,017,724
GRAHAM PARTNERS VAT COST$845,817$1,488,291
CARVAL CLEAN ENERGY FUND IIAT COST$761,287$809,585
LEXINGTON CAPITAL PARTNERS FUND XAT COST$586,751$696,028
TPG RISE FUND IIAT COST$408,572$406,023
ARTISAN INTL VALUE FUNDAT COST$4,171,169$5,313,408
UPSTART COLAB CREATIVE ECONOMYAT COST$500,000$500,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
OFFICE CONDO$211,499$175,794$35,705$35,705
FURNITURE AND EQIUPMENT$162,462$119,433$43,029$43,029
COMPUTER EQUIPMENT$22,358$10,713$11,645$11,645
LEASEHOLD IMPROVEMENTS$181,026$70,632$110,394$110,394

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryTIERNEY LAWRENCE STILES, LLCCategoryTxt
Legal Fees$11,443LegalFeesAmt
Net Investment Income$8,187NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,256DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FINE ART AND DEPOSITS$65,660$65,660$65,660
PROPERTY DEVELOPMENT COSTS$150$150$150
DEFERRED COMPENSATION FUND$199,252$247,166$247,166

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
ASSESSMENTS AND DUES$49,843$49,843
TRUSTEE EXPENSES$9,812$9,812
IT$39,152$39,152
INSURANCE$11,178$11,178
DIRECT PROGRAM EXPENSES$24,085$24,085
OFFICE EXPENSES AND MISC$108,435$108,435

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME$167,603$167,603
PARTNERSHIP UBTI-$1,563

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATION FUNDDesc
BOY Book Value$199,252BOYBookValueAmt
EOY Book Value$247,166EOYBookValueAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1PROGRAM RELATED INVESTMENTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$2,168,333BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (26 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
PALITAN CONSULTING$16,200$16,200
GRAVES CONSULTING$13,900$13,900
PUTNAM CONSULTING$62,500$62,500
MANOS SAGRADOS$4,000$4,000
RUBIN BROWN$1,575$1,575
ROCKY MOUNTAIN TECH TEAM$3,429$3,429
CCS PRESENTATION SYSTEMS$450$450
3 STORY DESIGN$1,450$1,450
ALLAN TELLIS$1,300$1,300
BAZI KANANI$6,031$6,031
BRIAN CARANO$1,500$1,500
BRIEN HOLLOWELL$5,400$5,400
ELIJAH ALLEN/RUBRUM$15,812$15,812
HAYLEY KIRKMAN/KINDA WILD MEDIA$23,714$23,714
LELAND SCHMIDT$13,191$13,191
LUKE GOTTLIEB$4,000$4,000
COMMUNITY CAPITAL$6,830$6,830
WAMCO$12,182$12,182
CAMBRIDGE INTERNATIONAL$17,569$17,569
AB GLOBAL SUSTAINABLE$7,833$7,833
APERIO$3,011$3,011
BOSTON COMMON$10,075$10,075
CLEARBRIDGE LCV ESG$10,740$10,740
CALVERT US$7,720$7,720
MORGAN STANLEY ADVISORY SERVICES$160,175$160,175
CAPSHIFT ADVISORY SERVICES$10,000$10,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$41,000Amt