BONFILS-STANTON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BONFILS-STANTON FOUNDATION (EIN 84-6029014)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-24
- IRS object ID
- 202342979349100214
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T11:58:36-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846029014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONFILS-STANTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BONF | BusinessNameControlTxt |
| Phone | 3038253774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 SANTA FE DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN HOVLAND | PersonNm |
| Person Title | CFO/TREAS/SECRETARY | PersonTitleTxt |
| Phone | 3038253774 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | HOVLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA MONTOYA | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2023-10-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,017,215 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $891,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $891,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,000 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $388,948 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $388,948 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,322,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,322,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $427,599 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,023 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $325,576 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $345,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,343 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $338,282 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $212,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,950 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $183,913 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,846 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $396,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,797 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $178,532 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,071 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $42,310 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $128,610 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $128,610 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $211,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $211,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,810,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,388,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,310,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,888,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,988,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $961,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $390 | CashBOYAmt |
| Cash EOY | $390 | CashEOYAmt |
| Cash EOYFMV | $390 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,524,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,865,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,865,885 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,300,154 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,366,560 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,300,154 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,300,154 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,944,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,555,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,108,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,067,265 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,119,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,061,150 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,990,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,076,227 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,180,992 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $581,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $346,332 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $239,727 | LandBOYAmt |
| Land EOY | $234,817 | LandEOYAmt |
| Land EOYFMV | $234,817 | LandEOYFMVAmt |
| Other Assets BOY | $226,303 | OtherAssetsBOYAmt |
| Other Assets EOY | $265,062 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $265,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,359,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,417,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,017,215 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,529 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $160,493 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $199,252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $160,514 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $206,781 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $76,199,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,211,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,199,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,211,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,359,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,417,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,199,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,988,151 | ExcessRevenueOverExpensesAmt |
| Subtotal | $72,211,183 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $72,211,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,365 | SubtotalAmt |
| Tax Based On Investment Income | $13,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,829 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,829 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,464 | OverpaymentAmt |
| Applied To ES Tax | $6,464 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | BONFILS-STANTONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANN HOVLAND | IndividualWithBooksNm |
| Phone | 3038253774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 SANTA FE DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| GARY STEUER | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | CEO/PRESIDEN | 40.00 | $272,248 | $59,009 | $0 |
| ANN HOVLAND | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | CFO/TREAS/SE | 32.00 | $147,351 | $28,509 | $0 |
| ELAINE TORRES | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | CHAIR | 2.00 | $1,000 | $0 | $0 |
| MICHAEL E BOCK | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | VICE CHAIR | 2.00 | $1,000 | $0 | $0 |
| DR PATRICIA BACA | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| MELISSA CHEONG | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| REHAN K HASAN ESQUIRE | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| DEBORAH JORDY | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| DAMON MCCLEESE | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| DWINITA MOSBY TYLER PHD | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| MIKE YANKOVICH | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CHRISSY DEAL | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | DIRECTOR, FE | 40.00 | $128,832 | $25,596 |
| GINA FERRARI | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | DIRECTOR GRA | 32.00 | $118,120 | $26,253 |
| MONIQUE LOSEKE | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | EXECUTIVE AS | 40.00 | $86,173 | $21,136 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORGAN STANLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 PARK AVE 12TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $152,400 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,767,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $558,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,326,014 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $81,326,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,219,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,106,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,005,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,005,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,365 | TotalTaxAmt |
| Distributable Before Adj | $3,991,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $66,406 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,058,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,058,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,888,250 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $37,400 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,925,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,058,347 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $289,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,323,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $459,901 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,161,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,925,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,058,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $867,303 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,028,412 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $289,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,739,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,323,703 | ExcessFromYear3Amt |
| Excess From Year2 | $459,901 | ExcessFromYear2Amt |
| Excess From Year1 | $88,351 | ExcessFromYear1Amt |
| Excess From Current Year | $867,303 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 SANTA FE DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3038253774 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS ARE REQUESTED TO CALL THE FOUNDATION TO DISCUSS THE POTENTIAL FUNDING REQUESTS BEFORE SUBMITTING A PROPOSAL. THE FOUNDATION ACCEPTS THE COLORADO COMMON GRANT APPLICATION. ORGANIZATIONS ARE ALLOWED TO SUBMIT ONLY ONE PROPOSAL IN A CALENDAR YEAR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LAST BUSINESS DAY OF THE FOLLOWING MONTHS: JANUARY, APRIL, JULY, AND OCTOBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOUNDATION RESOURCES ARE INVESTED IN ORGANIZATIONS CONTRIBUTING TO DENVER'S ART AND CULTURAL COMMUNITY THROUGH FOUR GRANT-MAKING STRATEGIES: GENERAL OPERATING SUPPORT TO ARTS ORGANIZATIONS COMMITTED TO EXCELLENCE, INNOVATION, AND SUSTAINABILITY; PROJECT SUPPORT TO SUPPORT NEW OR ONGOING PROJECTS THAT ARE EXCEPTIONAL FOR THEIR ARTISTIC MERIT, INNOVATION, COLLABORATIVE DESIGN AND/OR TARGETED APPROPACH TO CULTURAL PARTICIPATION; ARTS INNOVATION GRANTS FOR THE DEVELOPMENT OF GROUND-BREAKING APPROACHES TO CREATING AND PRESENTING ART, ENGAGING NEW AUDIENCES, AND DEVELOPING NEW ORGANIZATIONAL/BUSINESS MODELS TO STRENGTHEN CAPACITY AND FINANCIAL SUSTAINABILITY; AND CAPITAL PROJECT GRANTS FOR ORGANIZAITONS WITH WHICH THE FOUNDATION HAS AN ESTABLISHED RELATIONSHIP AND FOR WHICH 75% OF THE CAMPAIGN GOAL HAS BEEN ACHIEVED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 SANTA FE DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SEE STATEMENT | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE STMT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $3,500,217 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500,217 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 SANTA FE DRIVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SEE STATEMENT | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE STMT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $891,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,000 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $388,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,322,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,322,333 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA, P.C | CategoryTxt |
| Amt | $23,700 | Amt |
| Net Investment Income | $4,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,960 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $42,310 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGGMASON INSTITUTIONAL FUND | $4,599,480 | $3,799,394 |
| COMMUNITY CAPITAL | $2,520,493 | $2,261,756 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DIVIDEND GROWTH FUND | $3,004,563 | $5,435,432 |
| EDGEWOOD GROWTH FUND | $2,550,893 | $2,673,333 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTON COMMON LCV | AT COST | $3,355,507 | $3,462,357 |
| CALVERT LARGE CAP DIVERSITY STRATEGY | AT COST | $3,402,018 | $3,617,461 |
| CLEARBRIDGE LARGE CAP VALUE ESG | AT COST | $3,491,658 | $3,582,913 |
| AB SUSTAINABLE GLOBAL THEMATIC | AT COST | $2,576,051 | $2,567,137 |
| APERIO | AT COST | $2,776,495 | $2,865,598 |
| CLEARBRIDGE INTL GROWTH ESG | AT COST | $5,675,241 | $5,770,341 |
| MILLENIUM | AT COST | $2,650,000 | $2,808,509 |
| BRIDGE WORKFORCE AND AFFORDABLE HSNG | AT COST | $882,721 | $861,892 |
| GROSVENOR ADVANCE FUND | AT COST | $522,351 | $581,369 |
| LEEDS EQUITY PARTNERS VII | AT COST | $407,836 | $540,323 |
| THE EQUITY ALLIANCE | AT COST | $623,794 | $866,441 |
| ANGELO GORDON ENERGY CREDIT OPP FUND | AT COST | $17,492 | $36,124 |
| HIGHCLERE INTL INVESTORS | AT COST | ||
| MAVERICK FUND | AT COST | $1,752,102 | $3,857,809 |
| SAMLYN OFFSHORE LTD | AT COST | $1,500,000 | $2,644,608 |
| SELECT EQUITY OFFSHORE LTD | AT COST | $1,800,000 | $3,434,627 |
| CANYON VALUE REALIZATION FUND | AT COST | $1,686,930 | $3,022,387 |
| LEXINGTON MIDDLE MARKET III | AT COST | $96,182 | $477,667 |
| FARALLON CAPITAL INSTITUTIONAL PRTNR | AT COST | ||
| GQG | AT COST | $5,139,683 | $5,704,646 |
| CRESTVIEW IV | AT COST | $693,425 | $955,133 |
| FARALLON SPECIAL SITUATIONS FUND | AT COST | $362,550 | $590,219 |
| GOLUB CAPITAL PARTNERS XII | AT COST | $694,848 | $928,653 |
| OWL ROCK FIRST LIEN FUND | AT COST | $744,535 | $955,704 |
| COATUE OFFSHORE FUND | AT COST | $2,400,000 | $3,691,385 |
| CANYON DISTRESSED OPPS FUND III | AT COST | $854,403 | $1,029,454 |
| LEXINGTON CAPITAL PARTNERS IX | AT COST | $584,534 | $957,671 |
| GRAHAM PARTNERS V | AT COST | $835,487 | $1,171,020 |
| CARVAL CLEAN ENERGY FUND II | AT COST | $307,238 | $307,238 |
| LEXINGTON CAPITAL PARTNERS FUND X | AT COST | $126,369 | $124,935 |
| TPG RISE FUND II | AT COST | $92,500 | $82,500 |
| ARTISAN INTL VALUE FUND | AT COST | $4,024,277 | $4,677,130 |
| SCULPTOR | AT COST | $7,741 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE CONDO | $211,499 | $169,294 | $42,205 | $42,205 |
| FURNITURE AND EQIUPMENT | $162,462 | $102,635 | $59,827 | $59,827 |
| COMPUTER EQUIPMENT | $26,899 | $23,142 | $3,757 | $3,757 |
| LEASEHOLD IMPROVEMENTS | $180,289 | $51,261 | $129,028 | $129,028 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TIERNEY LAWRENCE STILES, LLC | CategoryTxt |
| Legal Fees | $2,846 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,846 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ART AND DEPOSITS | $65,660 | $65,660 | $65,660 |
| PROPERTY DEVELOPMENT COSTS | $150 | $150 | $150 |
| DEFERRED COMPENSATION FUND | $160,493 | $199,252 | $199,252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ASSESSMENTS AND DUES | $37,185 | $37,185 |
| TRUSTEE EXPENSES | $3,070 | $3,070 |
| IT | $24,983 | $24,983 |
| INSURANCE | $10,730 | $10,730 |
| DIRECT PROGRAM EXPENSES | $43,221 | $43,221 |
| OFFICE EXPENSES AND MISC | $92,125 | $92,125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $388,948 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $388,948 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION FUND | Desc |
| BOY Book Value | $160,493 | BOYBookValueAmt |
| EOY Book Value | $199,252 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROGRAM RELATED INVESTMENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,300,154 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (22 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AGUILAR STRATEGIES | $11,750 | $11,750 | |
| COLORADO MEDIA NETWORK | $20,840 | $20,840 | |
| EMPOWERFUL CHANGES, LLC | $26,400 | $26,400 | |
| LA PIANA | $16,000 | $16,000 | |
| OFFICIENCY | $700 | $700 | |
| PROJECTION DIGITAL | $11,000 | $11,000 | |
| RMTT | $12,079 | $12,079 | |
| STARO INSIGHTS | $5,000 | $5,000 | |
| 3 STORY DESIGN | $19,750 | $19,750 | |
| ANTHONY GARCIA | $4,000 | $4,000 | |
| ZWFILM | $35,312 | $35,312 | |
| DCG CONSULTING | $8,200 | $8,200 | |
| MORGAN STANLEY | $152,400 | $152,400 | |
| CLEARBRIDGE LG CAP VALUE | $9,184 | $9,184 | |
| BOSTON COMMON LARGE CAP | $9,266 | $9,266 | |
| ASPERIO | $6,193 | $6,193 | |
| AB SUSTAINABLE | $6,858 | $6,858 | |
| COMMUNITY CAPITAL | $6,776 | $6,776 | |
| WAMCO | $11,890 | $11,890 | |
| CLEARBRIDGE INTERNATIONAL | $15,504 | $15,504 | |
| CALVERT DIVERSITY | $6,274 | $6,274 | |
| CANYON REBATES AND MISC OTHER | $953 | $7,501 | -$6,548 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $15,000 |
| INCOME TAX | $4,071 |