BROTHERS BROOK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BROTHERS BROOK FOUNDATION (EIN 46-1509070)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-14
IRS object ID: 202511349349103316
Schema version: 2024v5.1
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
Schedule B
Accounting Fees Schedule
Amortization Schedule
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T14:23:39-05:00	ReturnTs
Tax Period End	2024-12-31	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	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461509070	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BROTHERS BROOK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BROT	BusinessNameControlTxt
Phone	2035946505	PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFERY BOYD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2035946505	PhoneNum
Signature	2025-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RYAN MARGHEIM	PreparerPersonNm
PTIN	P02136146	PTIN
Phone	3037409400	PhoneNum
Preparation	2025-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$90,869,357	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$4,497,661	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$2,193,033	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,193,033	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,694,167	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,809,014	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,694,167	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,502	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$2,502	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$15,387,363	TotalRevAndExpnssAmt
Total Net Invst Incm	$10,889,702	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	$139,301	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$139,301	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$23,873	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$23,873	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$32,384	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,477	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$25,907	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$199,804	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,767	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$10,924	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$185	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$2,650	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$2,650	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$77,547	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$60,090	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$16,145	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$475,744	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$70,334	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$218,800	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,492,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,492,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,968,444	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$70,334	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,711,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$11,418,919	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,819,368	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,157,204	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,478,279	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,478,279	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$77,480,224	OtherInvestmentsBOYAmt
Other Investments EOY	$89,390,985	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$89,390,985	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$26,133	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$26,040	LandBldgEquipAccumDeprecAmt
Land BOY	$1,590	LandBOYAmt
Land EOY	$93	LandEOYAmt
Land EOYFMV	$93	LandEOYFMVAmt
Other Assets BOY	$7,536	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$78,646,554	TotalAssetsBOYAmt
Total Assets EOY	$90,869,357	TotalAssetsEOYAmt
Total Assets EOYFMV	$90,869,357	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$78,646,554	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$90,869,357	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$78,646,554	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$90,869,357	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$78,646,554	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$90,869,357	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$78,646,554	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$11,418,919	ExcessRevenueOverExpensesAmt
Other Increases	$803,884	OtherIncreasesAmt
Subtotal	$90,869,357	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$90,869,357	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
MORGAN STANLEY #7436 - ST COVERED	$462,385	$462,331	$54	$54
MORGAN STANLEY #7436 - LT OTHER	$250,000	$247,677	$2,323	$2,323
MORGAN STANLEY #7436 - LT COVERED	$11,607,509	$8,646,485	$2,961,024	$2,961,024
MORGAN STANLEY #7436 - LT NONCOVERED	$4,491,824	$23,760	$4,468,064	$4,468,064
MORGAN STANLEY #7654 - ST COVERED	$340,965	$320,043	$20,922	$20,922
MORGAN STANLEY #7654 - LT COVERED	$3,647,065	$2,414,551	$1,232,514	$1,232,514
CAPITAL GAINS DIVIDENDS	$9,266		$9,266	$9,266	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,694,167	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$150,389	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$150,389	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$150,389	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$150,500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$150,500	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$111	OverpaymentAmt
Applied To ES Tax	$111	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	CT	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	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.BROTHERSBROOK.ORG	WebsiteAddressTxt
Individual With Books	JESSICA LLOYD	IndividualWithBooksNm
Phone	3037409400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	8181 E TUFTS AVE STE 600	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	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 (3 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
JEFFERY BOYD
8181 EAST TUFTS AVENUE STE 600	DENVER	CO	80237	PRESIDENT	0.10	$0	$0	$0
TERESA BOYD
8181 EAST TUFTS AVENUE STE 600	DENVER	CO	80237	VICE PRESIDENT	0.10	$0	$0	$0
JEFFERY H BOYD JR
8181 EAST TUFTS AVENUE STE 600	DENVER	CO	80237	TREASURER	0.10	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	MAUREEN SHEEHAN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8181 EAST TUFTS AVENUE STE 600	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	35.00	AverageHrsPerWkDevotedToPosRt
Compensation	$108,770	CompensationAmt
Employee Benefits	$18,311	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
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	$83,120,884	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,514,231	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$93	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$84,635,208	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$84,635,208	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,269,528	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$83,365,680	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,168,284	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,168,284	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$150,389	TaxBasedOnInvestmentIncomeAmt
Total Tax	$150,389	TotalTaxAmt
Distributable Before Adj	$4,017,895	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,017,895	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,017,895	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,711,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,711,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,017,895	DistributableAsAdjustedAmt
Undistributed Income PY	$3,579,625	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,711,500	QualifyingDistributionsAmt
Applied To Year1	$3,579,625	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$131,875	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	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	$3,886,020	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)
Contributing Manager	JEFFERY BOYD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ABILIS
50 GLENVILLE STREET	GREENWICH	CT	06831	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$60,000
ALL OUR KIN
153 EAST STREET	NEW HAVEN	CT	06511	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$60,000
ALS THERAPY DEVELOPMENT INSTITUTE
480 ARSENAL ST	WATERTOWN	MA	02472	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$50,000
BOYS & GIRLS CLUB OF STAMFORD INC
347 STILLWATER AVE	STAMFORD	CT	06902	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$80,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	NONE	SEC 501(C)(3) ORG	NON-PARTISAN PUBLIC POLICY RESEARCH	$225,000
BRUNSWICK SCHOOL INC
100 MAHER AVENUE	GREENWICH	CT	06830	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$50,000
CARVER FOUNDATION OF NORWALK INC
7 ACADEMY ST	NORWALK	CT	06850	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$45,900
CORNELL UNIVERSITY
15 WEST 81ST ST	NYC	NY	10024	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$15,000
DOMUS KIDS INC
83 LOCKWOOD AVE	STAMFORD	CT	06902	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$100,000
FAMILY & CHILDREN'S AGENCY INC
9 MOTT AVE	NORWALK	CT	06850	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$100,000
FAMILY CENTERS INC
40 ARCH STREET	GREENWICH	CT	06830	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$195,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BLVD	BOSTON	MA	02210	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$50,000
FOOD BANK OF LOWER FAIRFIELD COUNTY INC
461 GLENBROOK RD	STAMFORD	CT	06906	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$5,000
FUTURE 5 INC
135 ATLANTIC STREET	STAMFORD	CT	06901	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$40,000
GIRLS WITH IMPACT INC
15 E PUTNAM AVE 276	GREENWICH	CT	068305424	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$5,000
GREENWICH LAND TRUST
370 ROUND HILL ROAD	GREENWICH	CT	06831	NONE	SEC 501(C)(3) ORG	CREATE OR PRESERVE OPEN SPACE	$48,300
GREENWICH UNITED WAY
2 DEARFIELD DRIVE	GREENWICH	CT	06831	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$22,500
GUARDIAN REVIVAL INC
PO BOX 607	STORMVILLE	NY	12582	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$100,000
HORIZONS NORWALK COMMUNITY COLLEGE INC
PO BOX 244	NORWALK	CT	06853	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$50,000
ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE BOX 1049	NEW YORK	NY	10029	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$100,000
LOWER EASTSIDE GIRLS CLUB
402 EAST 8TH STREET	NEW YORK	NY	10009	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$80,000
MEMORIAL SLOAN KETTERING CANCER CENTER
P O BOX 27106	NEW YORK	NY	10087	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$100,000
MIANUS CHAPTER TROUT UNLIMITED
PO BOX 475	WILTON	CT	06897	NONE	SEC 501(C)(3) ORG	PROTECTION OF THE ENVIRONMENT	$66,000
MIANUS RIVER GORGE INC
167 MIANUS RIVER RD	BEDFORD	NY	10506	NONE	SEC 501(C)(3) ORG	CREATE OR PRESERVE OPEN SPACE	$20,000
NEW CANAAN GROUP HOME INC
162 SOUTH AVE	NEW CANAAN	CT	068405728	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$1,000
NEW ENGLAND COLLEGE
98 BRIDGE STREET	HENNIKER	NH	03242	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$160,000
PACIFIC HOUSE INC
137 HENRY STREET STE 205	STAMFORD	CT	06902	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$25,000
PART OF THE SOLUTION INC
2759 WEBSTER AVE	BRONX	NY	10458	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$110,000
PHIPPS NEIGHBORHOODS
902 BROADWAY 13TH FLOOR	NEW YORK	NY	10010	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$75,000
PROJECT ALS INC
2585 BROADWAY SUITE 202	NEW YORK	NY	10025	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$50,000
RAND CORPORATION
1776 MAIN STREET	SANTA MONICA	CA	904072138	NONE	SEC 501(C)(3) ORG	NON-PARTISAN PUBLIC POLICY RESEARCH	$50,000
REBOOT RX INC
45 THORNBERRY ROAD	WINCHESTER	MA	01890	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$100,000
RIVER HOUSE ADULT DAY CENTER
125 RIVER ROAD EXTENSION	COS COB	CT	06807	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$50,000
ROBIN HOOD FOUNDATION
826 BROADWAY	NEW YORK	NY	10003	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$10,000
SHATTERPROOF
101 MERRITT 7	NORWALK	CT	06851	NONE	SEC 501(C)(3) ORG	CURE OR TREATMENT FOR CHRONIC DISEASE	$50,000
SPINA BIFIDA ASSOCIATION OF WESTERN PENNSYLVANIA
3000 STONEWOOD DRIVE SUITE 100	WEXFORD	PA	15090	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$10,000
ST LAWRENCE UNIVERSITY
ROMODA DR	CANTON	NY	13617	NONE	SEC 501(C)(3) ORG	NON-PARTISAN PUBLIC POLICY RESEARCH	$147,000
THE FRESHWATER TRUST
700 SW TAYLOR STREET	PORTLAND	OR	97205	NONE	SEC 501(C)(3) ORG	PROTECTION OF THE ENVIRONMENT	$50,000
THE HOPE PROGRAM
ONE SMITH STREET FOURTH FLOOR	BROOKLYN	NY	11201	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$40,000
THE POSSE FOUNDATION
14 WALL STREET	NEW YORK	NY	10005	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$50,000
UNITED WAY OF WESTERN CONNECTICUT INC
301 MAIN STREET CORPORATE OFFICE	DANBURY	CT	06810	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$20,000
UPCHIEVE
44 COURT STREET 1217 BOX 1036	BROOKLYN	NY	11201	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$75,000
URBAN JUSTICE CENTER
40 RECTOR STREET 9TH FLOOR	NEW YORK CITY	NY	10006	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$40,000
WATERSIDE SCHOOL INC
770 PACIFIC STREET	STAMFORD	CT	06902	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$250,000
WILD SALMON CENTER
721 NW NINTH AVE	PORTLAND	OR	97209	NONE	SEC 501(C)(3) ORG	CREATE OR PRESERVE OPEN SPACE	$50,000
WOMEN IN NEED INC
ONE STATE STREET PLAZA	NEW YORK	NY	10004	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY / EDUCATION	$150,000
AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION INC
9500 W BRYN MAWR AVE SUITE 500	ROSEMONT	IL	60018	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$10,000
FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC
PO BOX 174	GEORGETOWN	CT	068290174	NONE	SEC 501(C)(3) ORG	CREATE OR PRESERVE OPEN SPACE	$20,000
GREENWICH DEPARTMENT OF HUMAN SERVICES FUND INC
101 FIELD POINT RD	GREENWICH	CT	068306463	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$20,000
GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED
1111 E PUTNAM AVE	RIVERSIDE	CT	06878	NONE	SEC 501(C)(3) ORG	QUALITY OF LIFE IN LOCAL COMMUNITIES	$10,000
MOUNT VERNON NEIGHBORHOOD HEALTH CENTER INC
107 W 4TH ST	MT VERNON	NY	105504002	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY/EDUCATION	$10,000
NEIGHBOR TO NEIGHBOR
248 EAST PUTNAM AVE	GREENWICH	CT	06830	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY/EDUCATION	$22,000
NORWALK COMMUNITY COLLEGE FOUNDATION INC
188 RICHARDS AVENUE SUITE E311	NORWALK	CT	06854	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY/EDUCATION	$30,000
THE CONSERVATION FUND
1655 N FORT MYER DRIVE STE 1300	ARLINGTON	VA	22209	NONE	SEC 501(C)(3) ORG	CREATE OR PRESERVE OPEN SPACE	$100,000
TRIO NEW COLLEGE NETWORK INC
9 MENLO ST	BOSTON	MA	021352911	NONE	SEC 501(C)(3) ORG	FIGHT POVERTY/EDUCATION	$40,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,492,700	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	$2,193,033	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,502	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$8,694,167	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$10,889,702	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$10,889,702	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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JEFFERY H BOYD
1	8181 EAST TUFTS AVENUE STE 600	DENVER	CO	80237	$3,502,209	Yes (X)	Yes (X)
JEFFERY H BOYD
2	8181 EAST TUFTS AVENUE STE 600	DENVER	CO	80237	$995,452	Yes (X)	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	700 SHARES BOOKING HOLDINGS INC (BKNG)	$3,502,209	2024-11-13
2	200 SHARES BOOKING HOLDINGS INC (BKNG)	$995,452	2024-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$32,384	Amt
Net Investment Income	$6,477	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$25,907	DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail (2 entries)

Amortized ExpensesAmortizedExpensesDesc	Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt	AmortizedAmortizedAmt	Deduction For Prior YearsDeductionForPriorYearsAmt	Amortization PeriodAmortizationPeriodRt	Net Investment IncomeNetInvestmentIncomeAmt	Total AmortizationTotalAmortizationAmt	Current Year AmortizationCurrentYearAmortizationAmt
SOFTWARE	2020-04-09	$12,762	$12,762	36.000000000000	$0	$12,762
SOFTWARE	2022-03-25	$10,500	$9,188	24.000000000000	$0	$10,500	$1,312

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
COMPUTER	2016-06-03	$1,044	$522	200DB	5.000000000000	$0	$0
FILE CABINET	2016-07-11	$216	$108	200DB	7.000000000000	$0	$0
COMPUTER	2020-01-22	$1,611	$1,333	200DB	5.000000000000	$185	$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$89,390,985	BookValueAmt
EOYFMV	$89,390,985	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SOFTWARE	$12,762	$12,762	$0	$0
COMPUTER	$1,044	$1,044	$0	$0
FILE CABINET	$216	$216	$0	$0
COMPUTER	$1,611	$1,518	$93	$93
SOFTWARE	$10,500	$10,500	$0	$0

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER CURRENT ASSETS	Desc
BOY Book Value	$7,536	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IT EXPENSE	$12,752	$0	$12,752
MORGAN STANLEY SERVICE/ADVISORY FEE	$60,090	$60,090	$0
MISCELLAENOUS	$3,393	$0	$3,393
AMORTIZATION	$1,312	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MORGAN STANLEY #7654 - OTHER INCOME	Desc
Revenue And Expenses Per Books	$2,502	RevenueAndExpensesPerBooksAmt
Net Investment Income	$2,502	NetInvestmentIncomeAmt
Adjusted Net Income	$2,502	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCREASE DUE TO UNREALIZED FMV CHANGES IN INVESTMENTS	Desc
Amt	$803,884	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME TAX	$185,113	$0	$0
PAYROLL TAXES	$13,655	$2,731	$10,924
FOREIGN TAX EXPENSE	$1,036	$1,036	$0