GATES FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GATES FAMILY FOUNDATION (EIN 84-0474837)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-08
- IRS object ID
- 202240989349100114
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-08T10:44:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 St Ste 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840474837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gates Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATE | BusinessNameControlTxt |
| Phone | 3037221881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 Lawrence Street 400 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802042081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas A Gougeon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3037221881 | PhoneNum |
| Signature | 2022-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Gougeon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maria Montoya | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2022-04-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $670,998,205 | 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 |
| Interest On Sav Rev And Expnss | $788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,602,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,602,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,037,740 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $49,009,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $637,975 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,487,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $55,279,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,100,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $548,396 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $131,347 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $417,049 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,177,321 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,791 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,144,530 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $471,863 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $44,880 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $426,983 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,131 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $419,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $195,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $223,911 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $64,911 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $64,911 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $647,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $809,687 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $316,668 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $134,650 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,784 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $131,866 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,049 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $58 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,991 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $192 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $192 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $289,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,744 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $279,177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,638,547 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $749,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,748,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,013,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,075,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,651,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $749,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,824,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,627,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,350,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,860,516 | CashBOYAmt |
| Cash EOY | $5,785,286 | CashEOYAmt |
| Cash EOYFMV | $5,785,286 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,077,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,563,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,560,944 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $124,192,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,149,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,021,280 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,100,190 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,035,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,969,494 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $8,571,310 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,408,450 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,352,188 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,162,860 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,566,586 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $250,155,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $288,886,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $464,125,363 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,879,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,353,663 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,013,888 | LandBOYAmt |
| Land EOY | $2,525,628 | LandEOYAmt |
| Land EOYFMV | $2,525,628 | LandEOYFMVAmt |
| Other Assets BOY | $8,171,013 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,443,624 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,443,624 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $409,922,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $435,552,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $670,998,205 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,162 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,234 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $2,000,000 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $2,005,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,234 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $407,917,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | $435,545,146 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $407,917,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $435,545,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $409,922,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $435,552,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $407,917,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,627,419 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $435,545,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $435,545,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly traded securities | 2021-12-31 | 2021-12-31 | -$62,170 | -$62,170 | |
| William Blair Small Mid Cap | 2021-12-31 | 2021-12-31 | $3,437,366 | $3,437,366 | P |
| Artisan Funds Int'l Small Cap Fund | 2021-12-31 | 2021-12-31 | -$534,351 | -$534,351 | P |
| Dodge & Cox International Stock Fund | 2021-12-31 | 2021-12-31 | $3,683,391 | $3,683,391 | P |
| Accolade Partners V | 2021-12-31 | 2021-12-31 | $856,910 | $856,910 | P |
| Adams St. Global Secondary Fund II | 2021-12-31 | 2021-12-31 | $410,009 | $410,009 | P |
| Axiom Emerging Markets Equity Fund | 2021-12-31 | 2021-12-31 | $3,656,006 | $3,656,006 | P |
| Cody Company | 2021-12-31 | 2021-12-31 | -$14,242 | -$14,242 | P |
| Colorado Impact Fund I | 2021-12-31 | 2021-12-31 | $51,045 | $51,045 | P |
| Commonfund International VI | 2021-12-31 | 2021-12-31 | $74,826 | $74,826 | P |
| Commonfund Natural Res IX | 2021-12-31 | 2021-12-31 | -$117,385 | -$117,385 | P |
| Commonfund Natural Res. VII | 2021-12-31 | 2021-12-31 | -$178,459 | -$178,459 | P |
| Commonfund Natural Res. VIII | 2021-12-31 | 2021-12-31 | -$501,970 | -$501,970 | P |
| Commonfund Private Equity VII | 2021-12-31 | 2021-12-31 | $155,569 | $155,569 | P |
| Commonfund Venture Partn. VIII | 2021-12-31 | 2021-12-31 | $584,658 | $584,658 | P |
| Commonfund Venture Partners IX | 2021-12-31 | 2021-12-31 | $1,620,120 | $1,620,120 | P |
| Horsley Bridge XI Venture, LP | 2021-12-31 | 2021-12-31 | $203,334 | $203,334 | P |
| Horsley Bridge XII Venture, LP | 2021-12-31 | 2021-12-31 | $94,979 | $94,979 | P |
| Horsley Bridge XIII | 2021-12-31 | 2021-12-31 | $1,313 | $1,313 | P |
| JLL Partners VII | 2021-12-31 | 2021-12-31 | $49,767 | $49,767 | P |
| Mesirow Financial PE III | 2021-12-31 | 2021-12-31 | -$280,209 | -$280,209 | P |
| Northgate Venture Partners VI | 2021-12-31 | 2021-12-31 | $763,449 | $763,449 | P |
| Reach II | 2021-12-31 | 2021-12-31 | -$4,172 | -$4,172 | P |
| Sanders Capital All Asset Value Fund, L.P. | 2021-12-31 | 2021-12-31 | $19,750,339 | $19,750,339 | P |
| Siguler Guff Distr. Opp. III | 2021-12-31 | 2021-12-31 | $407,652 | $407,652 | P |
| Siguler Guff Distr. Opp IV | 2021-12-31 | 2021-12-31 | $20,226 | $20,226 | P |
| Siguler Guff Small Buyout Fund II | 2021-12-31 | 2021-12-31 | $317,759 | $317,759 | P |
| Siguler Guff Small Buyout Fund III | 2021-12-31 | 2021-12-31 | $2,573,511 | $2,573,511 | P |
| Siguler Guff Distressed Opp Real Estate II | 2021-12-31 | 2021-12-31 | $85,364 | $85,364 | P |
| SSGA S&P 500 Index Fund | 2021-12-31 | 2021-12-31 | $8,396,551 | $8,396,551 | P |
| Tailwind Capital Partners III | 2021-12-31 | 2021-12-31 | -$217,519 | -$217,519 | P |
| Greater Colorado Venture Capital Fund I | 2021-12-31 | 2021-12-31 | $2,915 | $2,915 | P |
| Aberdeen/FLAG International Partners | 2021-12-31 | 2021-12-31 | $515,693 | $515,693 | P |
| Aberdeen Private Equity III | 2021-12-31 | 2021-12-31 | $12,342 | $12,342 | P |
| Aberdeen/FLAG Venture Partners VI | 2021-12-31 | 2021-12-31 | $1,187,027 | $1,187,027 | P |
| Abbott Capital Private Equity Fund VI (Offshore), L.P. | 2021-12-31 | 2021-12-31 | $1,910,165 | $1,910,165 | P |
| Beartooth III | 2021-12-31 | 2021-12-31 | $97,734 | $97,734 | P |
| Less UBTI gains reported on 990T | 2021-12-31 | 2021-12-31 | -$28,197 | -$28,197 | P |
| Adams Street Global Secondaries II | 2021-12-31 | 2021-12-31 | -$1,962 | -$1,962 | P |
| Common Fund International VI | 2021-12-31 | 2021-12-31 | $37 | $37 | P |
| Common Fund Natural Resources IX | 2021-12-31 | 2021-12-31 | $2,498 | $2,498 | P |
| Commonfund Natural Res. VII | 2021-12-31 | 2021-12-31 | $8,699 | $8,699 | P |
| Common Fund Natural Resources VIII | 2021-12-31 | 2021-12-31 | -$6,169 | -$6,169 | P |
| Common Fund Private Equity VII | 2021-12-31 | 2021-12-31 | $24,501 | $24,501 | P |
| Mesirow Financial PE Fund II | 2021-12-31 | 2021-12-31 | $424 | $424 | P |
| Siguler Guff Distressed Opp III | 2021-12-31 | 2021-12-31 | $83 | $83 | P |
| Siguler Guff Distressed Opp IV | 2021-12-31 | 2021-12-31 | $86 | $86 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,009,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $797,168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $797,168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $797,168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $445,000 | 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 | $445,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $352,168 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | gatesfamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | Susan Dorsey | IndividualWithBooksNm |
| Phone | 3037221881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 Lawrence Street | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802042081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Dane Harbaugh | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Chair | 1.50 | $0 | $0 | $0 |
| Marshall C Wallach | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Vice Chair | 1.50 | $0 | $0 | $0 |
| Lauren Davis | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Trustee | 1.50 | $0 | $0 | $0 |
| Richard C Celeste | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Trustee | 1.50 | $0 | $0 | $0 |
| Wesley Brown | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Treasurer | 1.50 | $0 | $0 | $0 |
| Wally Obermeyer | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Trustee | 1.50 | $0 | $0 | $0 |
| Richard G Keily | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Trustee | 1.50 | $0 | $0 | $0 |
| Rosemary Rodriquez | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Trustee | 1.50 | $0 | $0 | $0 |
| Thomas A Gougeon | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | President, Secretary | 40.00 | $357,127 | $47,272 | $880 |
| Susan N Dorsey | ||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 802042081 | Sr. VP Finance, Admin & Im | 40.00 | $191,269 | $44,793 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Mary Seawell | ||||||||
| 1390 Lawrence Street | Denver | CO | 802042081 | Sr VP Education | 40.00 | $187,853 | $29,471 | $0 |
| Melissa Davis | ||||||||
| 1390 Lawrence Street | Denver | CO | 802042081 | VP Strategic Comm & | 40.00 | $134,283 | $39,910 | $0 |
| Ana Soler | ||||||||
| 1390 Lawrence Street | Denver | CO | 802042081 | Sr. Program Officer- | 40.00 | $127,737 | $27,142 | $0 |
| Lisa Rucker | ||||||||
| 1390 Lawrence Street | Denver | CO | 802042081 | Sr. Prog. Officer/Gr | 40.00 | $121,830 | $24,073 | $0 |
| Abigail Schaller | ||||||||
| 1390 Lawrence Street | Denver | CO | 802042081 | Sr Program Officer-E | 40.00 | $109,347 | $30,491 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CapTrust | |||||
| 33 West Monroe Suite 1850 | Chicago | IL | 60603 | Investment advisor | $102,172 |
| Boldly Go Philanthropy | |||||
| 4011 South 176th Circle | Omaha | NE | 68130 | Strategic planning | $97,080 |
| Northern Trust | |||||
| 50 South La Salle Street B-8 | Chicago | IL | 60603 | Investment custodian | $83,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation entered into a loan fund agreement with Colorado Enterprise Fund in 2020 to support Colorado-based micro and small businesses and nonprofit organizations. The Foundation made additional loans totaling $4,250,000 in 2021. The loan was paid in full in July 2021. | Description1Txt |
| Expenses1 | $4,250,000 | Expenses1Amt |
| Description2 | The Foundation entered into a loan fund agreement with DreamSpring in 2020 to support Colorado-based micro and small businesses and nonprofit organizations. The Foundation made additional loans totaling $6,250,000 in 2021. The loan was paid in full in July 2021. | Description2Txt |
| Expenses2 | $6,250,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $2,893,092 | AllOtherProgramRltdInvstTotAmt |
| Total | $13,393,092 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $601,803,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,816,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,566,586 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $622,186,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $622,186,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,332,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $612,853,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,642,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,642,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $797,168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $797,168 | TotalTaxAmt |
| Distributable Before Adj | $29,845,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,183,208 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,028,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,028,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,824,632 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $13,393,092 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,759 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $39,222,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,028,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $731,052 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,222,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $731,052 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,491,431 | 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 | $5,537,290 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3037221881 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | Capital grant applicants should use the Common Grant Application available on the Foundation's website: www.gatesfamilyfoundation.org. Please reference our website for more information about our initiated grant making. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Proposal deadlines: March 15 and September 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation supports capital projects, which are typically building purchase, construction, expansion, renovation, and/or land acquisition, as well as other forms of initiated grant making for capital, program, operating and other purposes in four priority areas - K-12 Education, Natural Resources, Community Development, and Informed Communities. The Foundation also makes recyclable commitments of capital in the form of Program Related Investments in support of its objectives in the four priority areas for initiated activity. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (287 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Foreign Policy Council | ||||||||
| 509 C St NE | Washington | DC | 200025809 | N/A | PC | Unrestricted | $10,000 | |
| Arise Rwanda Ministries Inc | ||||||||
| 8333 SE Stark Street | Portland | OR | 97216 | N/A | PC | Unrestricted | $5,000 | |
| Arizona Wild Rescue | ||||||||
| 908 South Rodeo Drive | Payson | AZ | 855415212 | N/A | PC | Unrestricted | $6,017 | |
| Better Tomorrow | ||||||||
| PO Box 771424 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $13,000 | |
| Born Free Wildlife Rehabilitation | ||||||||
| PO Box 772096 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $25,017 | |
| Camp Kesem National | ||||||||
| 10586 W Pico Blvd 196 | Los Angeles | CA | 90064 | N/A | PC | Project Support | $20,000 | |
| Cate School | ||||||||
| 1960 Cate Mesa Drive | Carpenteria | CA | 93013 | N/A | PC | Project Support | $25,000 | |
| Colorado Agricultural Leadership Foundation Inc | ||||||||
| PO Box 581 | Castle Rock | CO | 80104 | N/A | PC | Endowment | $20,000 | |
| Colorado State University Foundation | ||||||||
| 410 University Services Center 1680 | Fort Collins | CO | 80552 | N/A | pc | Scholarships/Fellowships | $50,000 | Campus Deliver |
| Denver Dumb Friends League | ||||||||
| 2080 South Quebec Street | Denver | CO | 80231 | N/A | PC | Project Support | $16,017 | |
| Dueker Ranch Inc | ||||||||
| 815 South Rochester | Mesa | AZ | 85206 | N/A | PC | Unrestricted | $25,000 | |
| Mogollon Sporting Association | ||||||||
| PO Box 1662 | Payson | AZ | 85547 | N/A | PC | Unrestricted | $5,000 | |
| Mountain Village Montessori Charter School | ||||||||
| PO Box 883141 | Steamboat Springs | CO | 80488 | N/A | PC | Project Support | $25,000 | |
| Opera Steamboat | ||||||||
| PO Box 775576 | Steamboat Springs | CO | 804775576 | N/A | PC | Unrestricted | $15,000 | |
| Rim Country Rotary Foundation | ||||||||
| PO Box 703 | Payson | AZ | 85547 | N/A | PC | Unrestricted | $5,000 | |
| Roman Catholic Diocese of Memphis | ||||||||
| 8250 Varnavas Drive | Cordova | TN | 38016 | N/A | PC | Project Support | $30,000 | |
| Routt County Search And Rescue Inc | ||||||||
| PO Box 772837 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $15,000 | |
| Steamboat Art Museum | ||||||||
| PO Box 883434 | Steamboat Springs | CO | 80488 | N/A | PC | Unrestricted | $15,000 | |
| Steamboat Health and Recreation Association Inc | ||||||||
| PO Box 771211 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $15,000 | |
| Steamboat Reading Inc | ||||||||
| 100 Park Ave Suite 203 | Steamboat | CO | 80487 | N/A | PC | Unrestricted | $13,000 | |
| Strings Music Festival | ||||||||
| PO Box 774627 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $20,000 | |
| Tonto Rim Search and Rescue Squad Inc | ||||||||
| PO Box 357 | Pine | AZ | 85544 | N/A | PC | Unrestricted | $10,000 | |
| Tread Of Pioneers Historical Commission | ||||||||
| PO Box 772372 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $25,000 | |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Mail Stop | Aurora | CO | 80045 | N/A | pc | Research | $70,000 | A065 |
| Yampa Valley Autism Program | ||||||||
| PO Box 771824 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $20,000 | |
| Yampa Valley Community Foundation | ||||||||
| PO Box 881869 | Steamboat Springs | CO | 80477 | N/A | PC | Unrestricted | $15,000 | |
| Museum of Contemporary Art | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | N/A | PC | Unrestricted | $51,241 | |
| Asbury Elementary School | ||||||||
| 1320 East Asbury Ave | Denver | CO | 80210 | N/A | GOV | Unrestricted | $12,157 | |
| Colorado Academy | ||||||||
| 3800 South Pierce Street | Denver | CO | 80235 | N/A | PC | Unrestricted | $2,500 | |
| Colorado Academy | ||||||||
| 3800 South Pierce Street | Denver | CO | 80235 | N/A | PC | Unrestricted | $5,000 | |
| Colorado Outdoor Education Center | ||||||||
| PO Box 167 | Florissant | CO | 80816 | N/A | PC | Unrestricted | $2,157 | |
| Graland Country Day | ||||||||
| 55 Clermont Street | Denver | CO | 802205600 | N/A | PC | Unrestricted | $10,000 | |
| Kent Denver Country Day School | ||||||||
| 4000 E Quincy Avenue | Englewood | CO | 80110 | N/A | PC | Unrestricted | $2,500 | |
| Museum of Glass | ||||||||
| 1801 Dock Street | Tacoma | WA | 984023217 | N/A | PC | Unrestricted | $4,000 | |
| Pilchuck Glass School | ||||||||
| 240 2nd Ave S Suite 100 | Seattle | WA | 98104 | N/A | PC | Unrestricted | $9,157 | |
| Pratt Fine Arts Center | ||||||||
| 1902 South Main Street | Seattle | WA | 98144 | N/A | PC | Unrestricted | $4,000 | |
| 40 West Arts Inc | ||||||||
| 1560 Teller Street | Lakewood | CO | 80214 | N/A | PC | Renovation | $30,000 | |
| Academy 360 | ||||||||
| 12000 East 47th Ave | Denver | CO | 80239 | N/A | PC | Renovation | $15,000 | |
| America Succeeds | ||||||||
| 1390 Lawrence St Ste 200 | Denver | CO | 80204 | N/A | PC | Operating | $132,000 | |
| American Rivers Inc | ||||||||
| 1101 14Th Street Nw1400 | Washington | DC | 20005 | N/A | PC | Project Support | $25,000 | |
| Artspace Projects Inc | ||||||||
| 250 3Rd Ave N Ste 400 | Minneapolis | MN | 55401 | N/A | PC | Construction | $75,000 | |
| Aurora Economic Opportunity Coalition Inc | ||||||||
| 1521 Dayton Street | Aurora | CO | 80010 | N/A | PF | Project Support | $20,000 | |
| Aurora Economic Opportunity Coalition Inc | ||||||||
| 1797 Geneva St | Aurora | CO | 80010 | N/A | PF | Construction | $55,000 | |
| Aurora Public Schools Foundation | ||||||||
| 15701 E 1St Ave Ste 206 | Aurora | CO | 80011 | N/A | PC | Construction | $250,000 | |
| Avesta Capital LLC | ||||||||
| 9162 East 24th Place | Denver | CO | 80238 | N/A | NC | Project support | $25,000 | |
| Avesta Capital LLC | ||||||||
| 9162 East 24th Place | Denver | CO | 80238 | N/A | NC | Project support | $50,000 | |
| Barton Institute for Community Action | ||||||||
| 1114 West 7th Ave Suite 215 | Denver | CO | 80204 | N/A | PC | Construction | $75,000 | |
| Bellwether Education Partners Inc | ||||||||
| 517 Boston Post Rd | Sudbury | MA | 01776 | N/A | PC | Project Support | $50,000 | |
| Bent County Historical Society | ||||||||
| PO Box 68 | Las Animas | CO | 81054 | N/A | PC | Renovation | $20,000 | |
| Bicycle Colorado | ||||||||
| 1525 Market St Ste 100 | Denver | CO | 80202 | N/A | PC | Project Support | $35,000 | |
| Bicycle Colorado | ||||||||
| 1525 Market St Ste 100 | Denver | CO | 80202 | N/A | PC | Project Support | $75,000 | |
| Boys And Girls Clubs Of Metro Denver Inc | ||||||||
| 2017 W 9Th Ave | Denver | CO | 80204 | N/A | PC | Operating | $40,000 | |
| Branson Reorganized School District RE-82 | ||||||||
| 101 Saddlerock Drive | Branson | CO | 81027 | N/A | GOV | Construction | $15,000 | |
| Building a Better Colorado | ||||||||
| 511 16th Street Suite 210 | Denver | CO | 80202 | N/A | PC | Project Support | $75,000 | |
| Care and Share Inc | ||||||||
| 2605 Preamble Point | Colorado Springs | CO | 80915 | N/A | PC | Equipment/furnishings | $40,000 | |
| Center For Community Wealth Building | ||||||||
| 3840 York Street Suite 215 | Denver | CO | 80205 | N/A | PC | Project Support | $35,000 | |
| Chalkbeat Inc | ||||||||
| 1239 Broadway Suite 703B | New York | NY | 10001 | N/A | PC | Project Support | $50,000 | |
| Charter Facility Solutions | ||||||||
| 1390 Lawrence St Ste 200 | Denver | CO | 80204 | N/A | PC | Project Support | $100,000 | |
| Clayton Early Learning | ||||||||
| 3801 Martin Luther King Blvd | Denver | CO | 80205 | N/A | PC | Unrestricted | $125,000 | |
| Climb Higher Colorado | ||||||||
| 466 Pontiac St | Denver | CO | 80220 | N/A | PC | Project Support | $40,000 | |
| Colorado Cattlemens Agricultural Land Trust | ||||||||
| 8833 Ralston Road | Arvada | CO | 80002 | N/A | PC | Project Support | $20,000 | |
| Colorado Center On Law And Policy | ||||||||
| c/o Colorado Center on Law and | Denver | CO | 80203 | N/A | pc | Project Support | $75,000 | Policy |
| Colorado Childrens Campaign Inc | ||||||||
| 1580 N Lincoln St Ste 420 | Denver | CO | 80203 | N/A | PC | Project Support | $50,000 | |
| Colorado Coalition Of Land Trusts | ||||||||
| 1301 Arapahoe St Ste 105 | Golden | CO | 804011855 | N/A | PC | Project Support | $125,000 | |
| Colorado Department of Agriculture | ||||||||
| 305 Interlocken Parkway | Broomfield | CO | 80021 | N/A | GOV | Project Support | $50,000 | |
| Colorado Foundation For Water Education | ||||||||
| 1600 N Downing St Ste 200 | Denver | CO | 80218 | N/A | PC | Project Support | $5,000 | |
| Colorado Foundation For Water Education | ||||||||
| 1600 N Downing St Ste 200 | Denver | CO | 80218 | N/A | PC | Project Support | $25,000 | |
| Colorado Freedom of Information Coalition | ||||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | N/A | PC | Project Support | $20,000 | |
| Colorado Future Farmers of America Foundation | ||||||||
| PO Box 1000 | Greeley | CO | 80632 | N/A | PC | Land Purchase | $50,000 | |
| Colorado League Of Charter Schools | ||||||||
| 6001 W 16th Avenue | Lakewood | CO | 80214 | N/A | PC | Operating | $40,000 | |
| Colorado Mountain College Foundation | ||||||||
| 802 Grand Avenue | Glenwood Springs | CO | 81601 | N/A | PC | Project Support | $60,000 | |
| Colorado Springs Child Nursery Centers | ||||||||
| 104 E Rio Grande | Colorado Springs | CO | 80903 | N/A | PC | Construction | $25,000 | |
| Colorado State University Foundation | ||||||||
| 1036 Campus Delivery | Fort Collins | CO | 805231036 | N/A | PC | Project Support | $130,000 | |
| Colorado State University Foundation | ||||||||
| Po Box 1870 | Fort Collins | CO | 80522 | N/A | pc | Construction | $40,000 | |
| Colorado Succeeds | ||||||||
| 1390 Lawrence St Suite 200 | Denver | CO | 80204 | N/A | PC | Project Support | $40,000 | |
| Community Builders | ||||||||
| 817 Colorado Ave | Glenwood Springs | CO | 81601 | N/A | PC | Project Support | $95,000 | |
| Community Resource Center Inc | ||||||||
| 789 N Sherman St Ste 210 | Denver | CO | 80203 | N/A | PC | Project Support | $25,000 | |
| Continental Divide Trail Coalition | ||||||||
| 710 10Th St Ste 200 | Golden | CO | 80401 | N/A | PC | Construction | $25,000 | |
| Creede Repertory Theatre Inc | ||||||||
| 124 N Main St | Creede | CO | 81130 | N/A | PC | Renovation | $15,000 | |
| Crested Butte Land Trust | ||||||||
| Po Box 2224 | Crested Butte | CO | 81224 | N/A | PC | Unrestricted | $100,000 | |
| Cripple Creek-Victor School District RE-1 | ||||||||
| PO Box 897 | Cripple Creek | CO | 80813 | N/A | GOV | Construction | $40,000 | |
| Denver Public Library Friends Foundation | ||||||||
| 10 W 14Th Avenue Pkwy | Denver | CO | 80204 | N/A | PC | Renovation | $125,000 | |
| Denver School Of Science And Technology Inc | ||||||||
| 3401 Quebec Street Suite 2000 | Denver | CO | 80207 | N/A | PC | Renovation | $75,000 | |
| East Denver Colfax Partnership Inc | ||||||||
| 6740 East Colfax Ave | Denver | CO | 80220 | N/A | PC | Project Support | $25,000 | |
| Edgewater Collective | ||||||||
| 2483 Otis Ct | Edgewater | CO | 80214 | N/A | PC | Project Support | $60,000 | |
| Education Reform Now Inc | ||||||||
| 1390 Lawrence Street Suite 200 | Denver | CO | 80204 | N/A | PC | Project Support | $60,000 | |
| Elevation Community Land Trust | ||||||||
| 1114 W 7Th Ave Suite 101 | Denver | CO | 802044439 | N/A | PC | Project Support | $75,000 | |
| Elevation Community Land Trust | ||||||||
| 1114 W 7Th Ave Suite 101 | Denver | CO | 802044439 | N/A | PC | Land Purchase | $175,000 | |
| Enterprise Community Partners Inc | ||||||||
| 70 Corporate Center | Columbia | MD | 21044 | N/A | pc | Project Support | $40,000 | |
| Eureka Mcconnell Science Museum | ||||||||
| 1400 N 7th St | Grand Junction | CO | 81501 | N/A | PC | Construction | $25,000 | |
| Family Tree Inc | ||||||||
| 3805 Marshall Street | Wheat Ridge | CO | 80033 | N/A | PC | Renovation | $15,000 | |
| First Southwest Community Fund | ||||||||
| Po Box 1139 | Alamosa | CO | 811011139 | N/A | PC | Project Support | $5,000 | |
| Focus Points Family Resource Center | ||||||||
| 2501 E 48th Avenue | Denver | CO | 80216 | N/A | PC | Construction | $20,000 | |
| Food Bank of the Rockies | ||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | N/A | PC | Construction | $40,000 | |
| Fremont RE-2 School District | ||||||||
| 403 West 5th Street | Florence | CO | 81226 | N/A | GOV | Project Support | $100,000 | |
| Friends Of La Veta Library Inc | ||||||||
| 207 Main Street | La Veta | CO | 81055 | N/A | pc | Unrestricted | $25,000 | |
| Full Circle of Lake County | ||||||||
| PO Box 622 | Leadville | CO | 80461 | N/A | PC | Remodeling | $30,000 | |
| Generation Schools Network Inc | ||||||||
| 455 Sherman St Suite 120 | Denver | CO | 80203 | N/A | pc | Project Support | $100,000 | |
| Gunnison Council for the Arts | ||||||||
| 102 South Main Street | Gunnison | CO | 81230 | N/A | PC | Renovation | $25,000 | |
| Hadanou Collective | ||||||||
| 6001 W 16Th Ave | Lakewood | CO | 80214 | N/A | PC | Project Support | $40,000 | |
| Hadanou Collective | ||||||||
| 6001 W 16Th Ave | Lakewood | CO | 80214 | N/A | PC | Project Support | $50,000 | |
| High Country News | ||||||||
| Po Box 1090 | Paonia | CO | 81428 | N/A | PC | Project Support | $50,000 | |
| High Line Canal Conservancy | ||||||||
| 915 S Pearl St | Centennial | CO | 80209 | N/A | PC | Construction | $100,000 | |
| Higher Ground BMX | ||||||||
| PO Box 571 | La Jara | CO | 81140 | N/A | PC | Construction | $10,000 | |
| Hinsdale County | ||||||||
| PO Box 277 | Lake City | CO | 81235 | N/A | GOV | Renovation | $25,000 | |
| Jesus On Colfax Ministries | ||||||||
| 16748 East Smoky Hill Road Suite 9C | Centennial | CO | 80015 | N/A | PC | Renovation | $20,000 | Box 222 |
| Judis House | ||||||||
| 1741 Gaylord St | Denver | CO | 80206 | N/A | PC | Building purchase | $50,000 | |
| Keystone Center | ||||||||
| 1628 Saint John Rd | Keystone | CO | 804357714 | N/A | PC | Project Support | $25,000 | |
| Kids First Health Care | ||||||||
| 4675 East 69th Ave | Commerce City | CO | 80022 | N/A | PC | Building purchase | $20,000 | |
| Kids In Need Of Dentistry | ||||||||
| 2465 South Downing Suite 210 | Denver | CO | 80210 | N/A | PC | Renovation | $15,000 | |
| Kindred Kids Child Advocacy Center Inc | ||||||||
| 1145 Ohio Ave Suite A | Canon City | CO | 81212 | N/A | PC | Renovation | $35,000 | |
| La Raza Services Inc | ||||||||
| 3131 W 14Th Ave | Denver | CO | 80211 | N/A | pc | Project Support | $20,000 | |
| Laradon Hall Society For Exceptional Children And Adults | ||||||||
| 5100 Lincoln Street | Denver | CO | 80216 | N/A | PC | Construction | $25,000 | |
| Latino Leadership Institute | ||||||||
| PO Box 247 | Littleton | CO | 80160 | N/A | PC | Project Support | $50,000 | |
| Learning Council (The) | ||||||||
| PO Box 1744 | Paonia | CO | 81428 | N/A | PC | Renovation | $20,000 | |
| Loaves and Fishes Ministries of Fremont County | ||||||||
| 241 Justice Center Road | Canon City | CA | 81212 | N/A | PC | Construction | $20,000 | |
| Lyra | ||||||||
| 1390 Lawrence St Ste 400 | Denver | CO | 80204 | N/A | PC | Project Support | $315,000 | |
| Manna-The Durango Soup Kitchen | ||||||||
| Po Box 1196 | Durango | CO | 813021196 | N/A | PC | Remodeling | $25,000 | |
| Mercy Housing Mountain Plains | ||||||||
| 1600 Broadway Suite 2000 | Denver | CO | 80202 | N/A | PC | Construction | $25,000 | |
| Montbello Organizing Committee | ||||||||
| 12000 East 47th Ave | Denver | CO | 80239 | N/A | PC | Construction | $100,000 | |
| Monte Vista Community Fund Inc | ||||||||
| Po Box 751 | Monte Vista | CO | 81144 | N/A | PC | Construction | $40,000 | |
| Montezuma Land Conservancy | ||||||||
| Po Box 1522 | Cortez | CO | 81321 | N/A | PC | Project Support | $74,000 | |
| Moonshot Edventures | ||||||||
| 17191 East 58th Ave Apt D 104 | Denver | CO | 80249 | N/A | PC | Project Support | $15,000 | |
| Moonshot Edventures | ||||||||
| 3840 N York St Ste 145 | Denver | CO | 80249 | N/A | PC | Project Support | $25,000 | |
| Moonshot Edventures | ||||||||
| 3840 N York St Ste 145 | Denver | CO | 80205 | N/A | PC | Project Support | $60,000 | |
| Mountain Studies Institute San Juan Mountains Colorado | ||||||||
| Po Box 426 | Durango | CO | 81301 | N/A | PC | Project Support | $27,500 | |
| National Audubon Society Inc | ||||||||
| 225 Varick Street 7Th Floor | Fort Collins | CO | 80521 | N/A | PC | Project Support | $50,000 | |
| National Council On Teacher Quality | ||||||||
| 1032 15th Street NW 242 | Washington | DC | 20005 | N/A | PC | Project Support | $25,000 | |
| National Fish And Wildlife Foundation | ||||||||
| 1875 Lawrence Street Suite 320 | Denver | CO | 80202 | N/A | PC | Project Support | $225,000 | |
| National Wildlife Federation | ||||||||
| 303 East 17th Street Suite 15 | Denver | CO | 80203 | N/A | PC | Construction | $40,000 | |
| Nature Conservancy | ||||||||
| 2424 Spruce Street | Boulder | CO | 80302 | N/A | PC | Project Support | $25,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Ave Nw Ste 300 | Washington | DC | 20036 | N/A | PC | Project Support | $25,000 | |
| Nourish Colorado | ||||||||
| 1490 Lafayette Street Suite 404 | Denver | CO | 80218 | N/A | PC | Project Support | $35,000 | |
| Npx Charitable Inc | ||||||||
| 3450 Sacramento St 217 | San Francisco | CA | 94118 | N/A | PC | Project Support | $25,000 | |
| Npx Charitable Inc | ||||||||
| 3450 Sacramento St 217 | San Francisco | CA | 94118 | N/A | PC | Project Support | $50,000 | |
| Ouray Ice Park | ||||||||
| PO Box 1058 | Ouray | CO | 81427 | N/A | PC | Construction | $25,000 | |
| Platteforum | ||||||||
| 2400 Curtis Street Suite 100 | Denver | CO | 80205 | N/A | PC | Renovation | $10,000 | |
| Posada | ||||||||
| 827 East 4th Street | Pueblo | CO | 81001 | N/A | PC | Renovation | $30,000 | |
| Project Worthmore | ||||||||
| 1609 Havana St | Aurora | CO | 80010 | N/A | PC | Building purchase | $20,000 | |
| Public Broadcasting Of Colorado Inc | ||||||||
| 7409 S Alton Ct | Centennial | CO | 80112 | N/A | PC | Project Support | $50,000 | |
| Pueblo City-County Library District | ||||||||
| 100 East Abriendo Ave | Pueblo | CO | 81004 | N/A | PC | Renovation | $20,000 | |
| Radian Placematters Inc | ||||||||
| 3264 Larimer Street Unit D | Denver | CO | 80205 | N/A | PC | Remodeling | $10,000 | |
| Rino Gives Back | ||||||||
| 3525 Walnut St Ste 40 | Denver | CO | 802052433 | N/A | PC | Renovation | $35,000 | |
| Rio Grande Headwaters Land Tr A Colorado Nonprofit Corporation | ||||||||
| Po Box 444 | Del Norte | CO | 81132 | N/A | PC | Land Purchase | $375,000 | |
| Rise Colorado | ||||||||
| 1595 Elmira St Suite 201 | Aurora | CO | 80010 | N/A | PC | Project Support | $50,000 | |
| Rocky Mountain Employee Ownership Center | ||||||||
| 3000 Lawrence St Suite 21 | Denver | CO | 80205 | N/A | PC | Project Support | $25,000 | |
| Rocky Mountain Farmers Union Educational And Charitable | ||||||||
| 7900 E Union Ave Ste 200 | Englewood | CO | 80237 | N/A | PC | Project Support | $32,500 | |
| Rocky Mountain Farmers Union Educational And Charitable | ||||||||
| 7900 E Union Ave Ste 200 | Englewood | CO | 80237 | N/A | PC | Project Support | $50,000 | |
| Rocky Mountain Microfinance Institute | ||||||||
| 1209 W 10Th Ave | Denver | CO | 80204 | N/A | PC | Project Support | $50,000 | |
| Rocky Mountain Public Media Inc | ||||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | N/A | PC | Construction | $100,000 | |
| Rocky Mountain Public Media Inc | ||||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | N/A | PC | Project Support | $100,000 | |
| Rooted | ||||||||
| 1390 Lawrence St Ste 200 | Denver | CO | 80204 | N/A | PC | Project Support | $400,000 | |
| Rose Community Foundation | ||||||||
| 4500 Cherry Creek Drive South Suite | Denver | CO | 802460000 | N/A | PC | Project Support | $60,000 | |
| Rose Community Foundation | ||||||||
| 4500 Cherry Creek Drive South Suite | Denver | CO | 802460000 | N/A | PC | Project Support | $300,000 | |
| Salo Sciences | ||||||||
| 235 Kansas Street 205 | San Francisco | CA | 94103 | N/A | NC | Project Support | $50,000 | |
| San Luis Valley Local Foods Coalition | ||||||||
| POBox 181 | Alamosa | CO | 81101 | N/A | pc | Project Support | $20,000 | |
| Sand County Foundation Inc | ||||||||
| 131 West Wilson Street Suite 610 | Madison | WI | 53703 | N/A | PC | Project Support | $13,000 | |
| Savio House | ||||||||
| 325 North King Street | Denver | CO | 80219 | N/A | PC | Construction | $20,000 | |
| Sonoran Institute Inc | ||||||||
| 100 N Stone Ave Ste 400 | Tucson | AZ | 85701 | N/A | PC | Conference/Seminar | $25,000 | |
| Springboard Child Care | ||||||||
| c/o Gloria J Higgins 1931 South | Denver | CO | 80231 | N/A | pc | Renovation | $20,000 | Xenia Court |
| State Historical Society of Colorado The Colorado State Museum | ||||||||
| 1200 Broadway | Denver | CO | 80203 | N/A | GOV | Project Support | $20,000 | |
| Tabor Opera House Preservation Foundation | ||||||||
| PO Box 1004 | Leadville | CO | 80461 | N/A | PC | Renovation | $50,000 | |
| Teach For America Inc | ||||||||
| 1391 Speer Blvd Suite 710 | Denver | CO | 80204 | N/A | PC | Project Support | $25,000 | |
| Teach For America Inc | ||||||||
| 1391 Speer Blvd Suite 710 | Denver | CO | 80204 | N/A | PC | Project Support | $75,000 | |
| The Colorado Museum Of Natural History | ||||||||
| 2001 Colorado Boulevard | Denver | CO | 802055798 | N/A | PC | Endowment | $105,000 | |
| The Stead School | ||||||||
| 4908 Tower Road | Denver | CO | 80249 | N/A | PC | Construction | $20,000 | |
| Town of Hayden | ||||||||
| PO Box 190 | Hayden | CO | 81639 | N/A | GOV | Renovation | $20,000 | |
| Trout Unlimited Inc | ||||||||
| 1777 N Kent St Ste 100 | Arlington | VA | 22209 | N/A | PC | Project Support | $100,000 | |
| Trust For Public Land | ||||||||
| 1410 Grant Street Suite D210 | Denver | CO | 80203 | N/A | PC | Construction | $45,000 | |
| University Of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | PC | Program-related Investment | $60,000 | |
| Urban Land Conservancy | ||||||||
| 1600 Downing St | Denver | CO | 80218 | N/A | PC | Building purchase | $150,000 | |
| Ute Mountain Ute Tribal Government | ||||||||
| PO Box 18 | Towaoc | CO | 81334 | N/A | GOV | Renovation | $250,000 | |
| Ute Mountain Ute Tribe | ||||||||
| PO Box 189 | Towaoc | CO | 81334 | N/A | GOV | Construction | $15,000 | |
| Uviation World Water Inc | ||||||||
| 430 Main Street | Canon City | CO | 81212 | N/A | PC | Project Support | $75,000 | |
| Valley Settlement | ||||||||
| 1901 Grand Ave Suite 206 | Glenwood Springs | CO | 81601 | N/A | PC | Project Support | $40,000 | |
| Veterans Community Project | ||||||||
| 8900 Troost Ave | Kansas City | MO | 64131 | N/A | PC | Construction | $25,000 | |
| West Community Economic Development Corporation | ||||||||
| 420 Morrison Road Unit 3 | Denver | CO | 80219 | N/A | PC | Project Support | $20,000 | |
| West Community Economic Development Corporation | ||||||||
| 420 Morrison Road Unit 3 | Denver | CO | 80219 | N/A | PC | Renovation | $50,000 | |
| Western Colorado Center For The Arts Inc | ||||||||
| 1803 North 7th Street | Grand Junction | CO | 81501 | N/A | PC | Renovation | $20,000 | |
| Western Stock Show Association | ||||||||
| 4655 Humboldt St | Denver | CO | 80216 | N/A | PC | Construction | $100,000 | |
| Wildlands Restoration Volunteers | ||||||||
| 2100 Collyer St | Longmont | CO | 805011511 | N/A | PC | Renovation | $25,000 | |
| William J Palmer Parks Foundation Inc | ||||||||
| Po Box 1281 | Colorado Springs | CO | 80901 | N/A | PC | Land Purchase | $645,000 | |
| Windward Fund | ||||||||
| 1201 Connecticut Ave Nw Ste 300 | Washington | DC | 20036 | N/A | PC | Project Support | $150,000 | |
| Womens Bean Project | ||||||||
| 3201 Curtis Street | Denver | CO | 80205 | N/A | PC | Renovation | $25,000 | |
| Youthroots | ||||||||
| 2700 S Broadway Ste 200 | Englewood | CO | 80113 | N/A | PC | Project Support | $25,000 | |
| Aurora Public Schools Foundation | ||||||||
| 15701 E 1St Ave Ste 206 | Aurora | CO | 80011 | N/A | PC | Construction | $250,000 | |
| Cardigan Mountain School | ||||||||
| 62 Alumni Dr | Canaan | NH | 037417210 | N/A | PC | Endowment | $250,000 | |
| Cardigan Mountain School | ||||||||
| 62 Alumni Dr | Canaan | NH | 037417210 | N/A | PC | Project Support | $1,000,000 | |
| Children's Hospital Foundation | ||||||||
| 13123 East 16th Ave Box 045 | Aurora | CO | 80045 | N/A | pc | Research | $1,500,000 | |
| Gates Biomanufacturing Facility Support Foundation | ||||||||
| 12635 East Montview Blvd Suite 380 | Aurora | CO | 80045 | N/A | POF | Project Support | $750,000 | |
| National Forest Foundation | ||||||||
| Bldg 27 Ste 3 Fort Missoula Rd | Missoula | MT | 59804 | N/A | PC | Project Support | $50,000 | |
| Platte Valley Healthcare Project | ||||||||
| PO Box 549 | Saratoga | WY | 82331 | N/A | PC | Project Support | $100,000 | |
| Thacher School | ||||||||
| 5025 Thacher Road | Ojai | CA | 93023 | N/A | PC | Project Support | $500,000 | |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Mail Stop | Aurora | CO | 80045 | N/A | pc | Project Support | $3,700,000 | A065 |
| University Of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | PC | Project Support | $2,800,000 | |
| Utah State University Foundation | ||||||||
| 1258 Center Drive | Park City | UT | 84098 | N/A | PC | Endowment | $500,000 | |
| Western Stock Show Association | ||||||||
| 4655 Humboldt St | Denver | CO | 80216 | N/A | PC | Construction | $500,000 | |
| Austin County Peace Officers Association Acpoa | ||||||||
| 201 Atchison Street | Sealy | TX | 77474 | N/A | PC | Unrestricted | $6,500 | |
| Birds Of Prey Foundation | ||||||||
| 2290 South 104th Street | Broomfield | CO | 80020 | N/A | PC | Unrestricted | $10,000 | |
| Cat Spring Volunteer Fire Department | ||||||||
| PO Box 38 | Cat Spring | TX | 78933 | N/A | PC | Unrestricted | $10,000 | |
| Central Florida Animal Reserve Inc | ||||||||
| 500 Broussard Road | St Cloud | FL | 34773 | N/A | PC | Unrestricted | $10,000 | |
| Denver Dumb Friends League | ||||||||
| 2080 South Quebec Street | Denver | CO | 80231 | N/A | PC | Unrestricted | $10,000 | |
| Dogs For Life Inc | ||||||||
| 1230 16th Ave | Vero Beach | FL | 32960 | N/A | PC | Unrestricted | $10,000 | |
| Dreamtree Project Inc | ||||||||
| PO Box 1677 | Taos | NM | 87571 | N/A | PC | Unrestricted | $7,000 | |
| H O A Incorporated Of Austin County | ||||||||
| 915 Frydek Road | Sealy | TX | 77474 | N/A | PC | Unrestricted | $10,000 | |
| La Puente Home Incorporated | ||||||||
| P O Box 1235 | Alamosa | CO | 81101 | N/A | PC | Unrestricted | $10,000 | |
| Prevent Unwanted Pets | ||||||||
| 1884 Bostik Road | Cat Spring | TX | 78933 | N/A | PC | Unrestricted | $10,000 | |
| Save The Chimps Inc | ||||||||
| PO Box 12220 | Ft Pearce | FL | 34979 | N/A | PC | Unrestricted | $10,000 | |
| Taos County Economic Development Corporation | ||||||||
| PO Box 1389 | Taos | NM | 87571 | N/A | PC | Unrestricted | $10,000 | |
| Turpentine Creek Foundation Inc | ||||||||
| 239 Turpentine Creek Lane | Eureka Springs | AR | 72632 | N/A | PC | Unrestricted | $10,000 | |
| Assistance League of Long Beach | ||||||||
| 6220 East Spring Street | Long Beach | CA | 908151422 | N/A | PC | Project Support | $10,000 | |
| Book Truck (The) | ||||||||
| 733 Walnut Ave | Long Beach | CA | 90813 | N/A | PC | Project Support | $10,000 | |
| Boys and Girls Clubs of Long Beach | ||||||||
| 3635 Long Beach Blvd | Long Beach | CA | 90807 | N/A | PC | Project Support | $5,000 | |
| Child Guidance Center | ||||||||
| 525 Cabrillo Park Drive Suite 300 | Santa Ana | CA | 92701 | N/A | PC | Unrestricted | $10,000 | |
| CSULB 49er Foundation | ||||||||
| 6300 East State University Drive | Long Beach | CA | 90815 | N/A | PC | Scholarships/Fellowships | $20,000 | Suite 324 |
| Hawaiian Mission Children's Society | ||||||||
| 553 South King Street | Honolulu | HI | 96813 | N/A | PC | Endowment | $25,000 | |
| Long Beach Bar Foundation Inc | ||||||||
| 3515 Linden Ave | Long Beach | CA | 90807 | N/A | PC | Project Support | $5,000 | |
| Long Beach Community Foundation | ||||||||
| 400 Oceangate Suite 800 | Long Beach | CA | 90802 | N/A | PC | Project Support | $10,000 | |
| Long Beach Community Foundation | ||||||||
| 400 Oceangate Suite 800 | Long Beach | CA | 90802 | N/A | PC | Project Support | $25,000 | |
| Long Beach Public Library Foundation | ||||||||
| 200 West Broadway | Long Beach | CA | 90802 | N/A | PC | Construction | $25,000 | |
| Long Beach Rotary Charitable Foundation | ||||||||
| 400 Oceangate Suite 470 | Long Beach | CA | 90802 | N/A | PC | Project Support | $10,000 | |
| Long Beach Rotary Scholarship Foundation Inc | ||||||||
| 400 Oceangate Suite 470 | Long Beach | CA | 90802 | N/A | SO III FI | Scholarships/Fellowships | $100,000 | |
| Meals on Wheels Long Beach | ||||||||
| PO Box 15688 | Long Beach | CA | 90815 | N/A | pc | Unrestricted | $25,000 | |
| Partners of Parks | ||||||||
| 2760 North Studebaker Road | Long Beach | CA | 90815 | N/A | PC | Project Support | $25,000 | |
| Rancho Los Cerritos Foundation | ||||||||
| 4600 Virginia Road | Long Beach | CA | 90807 | N/A | PC | Project Support | $25,000 | |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Suite WG112 | Aurora | CO | 80045 | N/A | pc | Project Support | $100,000 | Mail Stop A065 |
| WomenShelter of Long Beach | ||||||||
| PO Box 17098 | Long Beach | CA | 90807 | N/A | PC | Project Support | $5,000 | |
| Young Mens Christian Association Of Greater Long Beach | ||||||||
| 1900 Long Beach Blvd Suite 100 | Long Beach | CA | 90806 | N/A | PC | Project Support | $25,000 | |
| American Red Cross of Hawaii | ||||||||
| 4155 Diamond Head Road | Honolulu | HI | 96816 | N/A | PC | Project Support | $10,000 | |
| Bishop Museum | ||||||||
| 1525 Bernice Street | Honolulu | HI | 96817 | N/A | PC | Unrestricted | $5,000 | |
| Daniel Robert Sayre Memorial Foundation | ||||||||
| PO Box 1285 | KailuaKona | HI | 96745 | N/A | PC | Equipment/furnishings | $20,000 | |
| Friends of Iolani Palace | ||||||||
| PO Box 2259 | Honolulu | HI | 968042259 | N/A | PC | Unrestricted | $7,500 | |
| Friends of the Future | ||||||||
| PO Box 2655 | Kamuela | HI | 96743 | N/A | PC | Unrestricted | $5,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | Project Support | $10,000 | |
| Hawaii Preparatory Academy | ||||||||
| 65-1692 Kohala Mountain Road | Kamuela | HI | 96743 | N/A | PC | Unrestricted | $3,000 | |
| Hawaii Public Radio | ||||||||
| 738 Kaheka Street | Honolulu | HI | 96814 | N/A | PC | Unrestricted | $10,000 | |
| Hawaii Wildlife Center | ||||||||
| PO Box 551752 | Kapaau | HI | 96755 | N/A | PC | Unrestricted | $7,500 | |
| Hawaiian Islands Land Trust | ||||||||
| 126 Queen Street Suite 306 | Honolulu | HI | 96813 | N/A | PC | Unrestricted | $5,000 | |
| Hawaiian Mission Children's Society | ||||||||
| 553 South King Street | Honolulu | HI | 96813 | N/A | PC | Unrestricted | $5,000 | |
| Island Conservation | ||||||||
| 2100 Delaware Ave Suite 1 | Santa Cruz | CA | 95060 | N/A | PC | Unrestricted | $15,000 | |
| Kona Historical Society | ||||||||
| PO Box 398 | Captain Cook | HI | 96704 | N/A | PC | Unrestricted | $5,000 | |
| Make-A-Wish Hawaii | ||||||||
| PO Box 1877 | Honolulu | HI | 96805 | N/A | PC | Unrestricted | $2,000 | |
| Nature Conservancy | ||||||||
| 923 Nuuanu Ave | Honolulu | HI | 96817 | N/A | PC | Project Support | $30,000 | |
| North Hawaii Hospice Inc | ||||||||
| 65-1328 Kawaihae Road | Kamuela | HI | 96743 | N/A | PC | Unrestricted | $10,000 | |
| Parker School | ||||||||
| 65-1224 Lindsey Road | Kamuela | HI | 96743 | N/A | PC | Unrestricted | $25,000 | |
| Portland Child Art Studio | ||||||||
| 8648 NW Ogden Street | Portland | OR | 97231 | N/A | PC | Unrestricted | $2,000 | |
| Punahou School | ||||||||
| 1601 Punahou Street | Honolulu | HI | 96822 | N/A | PC | Scholarships/Fellowships | $25,000 | |
| Queen's North Hawaii Community Hospital | ||||||||
| 67-1125 Mamalahoa Hwy | Kamuela | HI | 97643 | N/A | PC | Unrestricted | $3,000 | |
| Rehabilitation Hospital Of The Pacific Foundation | ||||||||
| 226 N Kuakini St | Honolulu | HI | 96817 | N/A | PC | Unrestricted | $10,000 | |
| Ronald McDonald Charities of Hawaii | ||||||||
| PO Box 61777 | Honolulu | HI | 968391777 | N/A | PC | Unrestricted | $5,000 | |
| Shriners Hospitals For Children | ||||||||
| 1310 Punahou Street | Honolulu | HI | 96826 | N/A | PC | Unrestricted | $2,200 | |
| The Food Basket Inc | ||||||||
| 40 Holomua Street | Hilo | HI | 96720 | N/A | PC | Unrestricted | $8,000 | |
| The Kohala Center Inc | ||||||||
| PO Box 437462 | Kamuela | HI | 96743 | N/A | PC | Unrestricted | $5,000 | |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Mail Stop | Aurora | CO | 80045 | N/A | pc | Research | $40,000 | A065 |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Mail Stop | Aurora | CO | 80045 | N/A | pc | Research | $50,000 | A065 |
| Waimea Outdoor Circle | ||||||||
| PO Box 6144 | Kamuela | HI | 96743 | N/A | PC | Project Support | $10,000 | |
| World Wildlife Fund Inc | ||||||||
| 1250 24th St NW | Washington | DC | 20037 | N/A | PC | Project Support | $20,000 | |
| Amazon Center for Environmental Education and Research Foundation | ||||||||
| PO Box 235 | West Chester | PA | 193750235 | N/A | PC | Unrestricted | $3,000 | |
| Angel Charity For Children Inc | ||||||||
| PO Box 14225 | Tucson | AZ | 85732 | N/A | PC | Unrestricted | $20,000 | |
| Biggest Little Trail Stewardship | ||||||||
| PO Box 9222 | Reno | NV | 89507 | N/A | PC | Unrestricted | $5,000 | |
| Cook Children's Health Foundation | ||||||||
| 801 7th Ave | Fort Worth | TX | 76104 | N/A | PC | Unrestricted | $16,940 | |
| Education Renaissance Of Nevada Initiative | ||||||||
| 6800 South McCarran Blvd | Reno | NV | 89509 | N/A | PC | Unrestricted | $5,000 | |
| Erik Hite Foundation | ||||||||
| 9420 East Golf Links Road 108 | Tucson | AZ | 85730 | N/A | PC | Unrestricted | $20,000 | |
| Hawaii Tropical Botanical Garden | ||||||||
| 27-808 Old Mamalahoa Hwy | Papaikou | HI | 96781 | N/A | PC | Unrestricted | $2,822 | |
| Healing Arizona Veterans | ||||||||
| 7598 North La Cholla Blvd | Tucson | AZ | 85741 | N/A | PC | Unrestricted | $10,822 | |
| Highland Park High School Parent Teacher Association | ||||||||
| 4220 Emerson Ave | Dallas | TX | 75205 | N/A | PC | Project Support | $10,000 | |
| Highland Park ISD Education Foundation | ||||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | N/A | PC | Project Support | $14,940 | |
| Highland Park Lacrosse Association | ||||||||
| 14621 Heritage Lane | Addison | TX | 75001 | N/A | PC | Unrestricted | $5,000 | |
| La Fiesta de las Seis Banderas | ||||||||
| 3419 Westminster Ave | Dallas | TX | 75205 | N/A | pc | Unrestricted | $2,000 | |
| Mad in America Foundation | ||||||||
| 763 Massachusetts Ave Suite 2 | Cambridge | MA | 02139 | N/A | pc | Unrestricted | $25,000 | |
| Open Medicine Foundation | ||||||||
| 29302 Laro Drive | Agoura Hills | CA | 91301 | N/A | pc | Unrestricted | $5,000 | |
| Peninsula Open Space Trust | ||||||||
| 222 High Street | Palo Alto | CA | 94301 | N/A | pc | Unrestricted | $10,000 | |
| Presbyterian Mo-Ranch Assembly | ||||||||
| 2229 FM 1340 | Hunt | TX | 78024 | N/A | pc | Unrestricted | $5,000 | |
| Sierra Buttes Trail Stewardship | ||||||||
| 550 Crescent Street | Quincy | CA | 95971 | N/A | pc | Unrestricted | $2,500 | |
| Society of Metabolic Health Practitioners Inc | ||||||||
| 16440 Felice Drive | San Diego | CA | 92128 | N/A | pc | Research | $30,000 | |
| Southern Arizona Law Enforcement Foundation Inc | ||||||||
| 7660 E Broadway Suite 205 | Tucson | AZ | 85710 | N/A | pc | Unrestricted | $15,000 | |
| Spreading Threads Clothing Bank | ||||||||
| 5435 North Desert Saguaro Ct | Tucson | AZ | 85745 | N/A | pc | Unrestricted | $3,000 | |
| St Anthony Foundation | ||||||||
| 150 Golden Gate Ave | San Francisco | CA | 94102 | N/A | pc | Unrestricted | $2,000 | |
| Stanford Hospital And Clinics | ||||||||
| Hoover Pavilion 211 Quarry Road | Palo Alto | CA | 94301 | N/A | pc | Unrestricted | $5,000 | Suite 201-M/C 5991 |
| Stanford University | ||||||||
| 434 Galvez Mall | Stanford | CA | 94305 | N/A | pc | Unrestricted | $5,000 | |
| Step 2 | ||||||||
| 3700 Safe Harbor Way | Reno | NV | 89512 | N/A | pc | Unrestricted | $5,000 | |
| Tahoe Area Mountain Bike Association | ||||||||
| PO Box 13712 | South Lake Tahoe | CA | 96151 | N/A | pc | Unrestricted | $8,440 | |
| Tahoe Rim Trail Association | ||||||||
| PO Box 3267 | Stateline | NV | 89449 | N/A | pc | Unrestricted | $6,000 | |
| TRAK Tucson-Therapeutic Ranch for Animals and Kids | ||||||||
| 3250 East Allen Road | Tucson | AZ | 85718 | N/A | pc | Unrestricted | $15,000 | |
| United Way of Tucson and Southern Arizona | ||||||||
| 330 North Commerce Park Loop 200 | Tucson | AZ | 85745 | N/A | pc | Unrestricted | $15,000 | |
| Unity Unlimited | ||||||||
| PO Box 11793 | Fort Worth | TX | 76110 | N/A | pc | Unrestricted | $10,000 | |
| University of California San Francisco Foundation | ||||||||
| Box 45339 | San Francisco | CA | 94145 | N/A | pc | Research | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,075,927 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Cate School | ||||||||
| 1960 Cate Mesa Drive | Carpenteria | CA | 93013 | N/A | PC | Project Support | $50,000 | |
| America Succeeds | ||||||||
| 1390 Lawrence St Ste 200 | Denver | CO | 80204 | N/A | PC | Operating | $408,000 | |
| Aspen Valley Land Trust | ||||||||
| 320 Main Street Suite 204 | Carbondale | CO | 81623 | N/A | PC | Land Purchase | $25,000 | |
| Aurora Public Schools Foundation | ||||||||
| 15701 E 1St Ave Ste 206 | Aurora | CO | 80011 | N/A | PC | Construction | $500,000 | |
| Avesta Capital LLC | ||||||||
| 9162 East 24th Place | Denver | CO | 80238 | N/A | NC | Project support | $25,000 | |
| Avesta Capital LLC | ||||||||
| 9162 East 24th Place | Denver | CO | 80238 | N/A | NC | Project support | $50,000 | |
| Belvidere Foundation | ||||||||
| PO Box 249 | Central City | CO | 80427 | N/A | PC | Renovation | $25,000 | |
| Bicycle Colorado | ||||||||
| 1525 Market St Ste 100 | Denver | CO | 80202 | N/A | PC | Project Support | $50,000 | |
| Bike Hub Inc | ||||||||
| c/o East West Partners | Avon | CO | 80202 | N/A | PC | Construction | $20,000 | |
| Center For Community Wealth Building | ||||||||
| 3840 York Street Suite 215 | Denver | CO | 80205 | N/A | PC | Project Support | $35,000 | |
| Chalkbeat Inc | ||||||||
| 1239 Broadway Suite 703B | New York | NY | 10001 | N/A | PC | Project Support | $50,000 | |
| Colorado College | ||||||||
| 14 East Cache La Poudre Street | Colorado Springs | CO | 80903 | N/A | PC | Construction | $100,000 | |
| Colorado Department of Agriculture | ||||||||
| 305 Interlocken Parkway | Broomfield | CO | 80021 | N/A | GOV | Project Support | $75,000 | |
| Colorado Mountain College Foundation | ||||||||
| 802 Grand Avenue | Glenwood Springs | CO | 81601 | N/A | PC | Project Support | $60,000 | |
| Denver School Of Science And Technology Inc | ||||||||
| 3401 Quebec Street Suite 2000 | Denver | CO | 80207 | N/A | PC | Renovation | $75,000 | |
| East Denver Colfax Partnership Inc | ||||||||
| 6740 East Colfax Ave | Denver | CO | 80220 | N/A | PC | Project Support | $35,000 | |
| Elevation Community Land Trust | ||||||||
| 1114 W 7Th Ave Suite 101 | Denver | CO | 802044439 | N/A | PC | Project Support | $75,000 | |
| Elevation Community Land Trust | ||||||||
| 1114 W 7Th Ave Suite 101 | Denver | CO | 802044439 | N/A | PC | Land Purchase | $175,000 | |
| Englewood Depot Inc | ||||||||
| PO Box 798 | Englewood | CO | 80151 | N/A | PC | Renovation | $20,000 | |
| Enterprise Community Partners Inc | ||||||||
| 70 Corporate Center11000 Broken | Columbia | MD | 21044 | N/A | pc | Project Support | $40,000 | Land Parkway Suite 70r |
| Friends of Raymer Inc | ||||||||
| 25265 County Road T-5 | Brush | CO | 80723 | N/A | pc | Renovation | $15,000 | |
| Grand Mesa Arts Center | ||||||||
| PO Box 583 | Cedaredge | CO | 814133338 | N/A | PC | Building purchase | $30,000 | |
| Heartbeat Denver Incorporated | ||||||||
| 1660 N Sherman St | Denver | CO | 802031604 | N/A | PC | Renovation | $40,000 | |
| High Country News | ||||||||
| Po Box 1090 | Paonia | CO | 81428 | N/A | PC | Project Support | $50,000 | |
| High Line Canal Conservancy | ||||||||
| 915 S Pearl St | Centennial | CO | 80209 | N/A | PC | Construction | $600,000 | |
| Holyoke Community Childcare Initiative | ||||||||
| PO Box 424 | Holyoke | CO | 80734 | N/A | PC | Construction | $25,000 | |
| Junior Achievement Inc | ||||||||
| 1445 Market Suite 200 | Denver | CO | 802021716 | N/A | PC | Construction | $50,000 | |
| Keystone Center | ||||||||
| 1628 Saint John Road | Keystone | CO | 80435 | N/A | PC | Project Support | $105,000 | |
| Lighthouse Writers Workshop Inc | ||||||||
| 1515 Race Street | Denver | CO | 80206 | N/A | PC | Construction | $60,000 | |
| Montezuma Land Conservancy | ||||||||
| Po Box 1522 | Cortez | CO | 81321 | N/A | PC | Project Support | $84,000 | |
| National Wildlife Federation | ||||||||
| 303 East 17th Street Suite 15 | Denver | CO | 80203 | N/A | PC | Construction | $40,000 | |
| President And Fellows Of Harvard College | ||||||||
| PO Box 415649 | Cambridge | MA | 021385366 | N/A | PC | Scholarships/Fellowships | $124,800 | |
| President And Fellows Of Harvard College | ||||||||
| PO Box 415649 | Cambridge | MA | 021385366 | N/A | PC | Scholarships/Fellowships | $343,500 | |
| Radian Placematters Inc | ||||||||
| 3264 Larimer Street Unit D | Denver | CO | 80205 | N/A | PC | Project Support | $25,000 | |
| Rio Grande Headwaters Land Tr A Colorado Nonprofit Corporation | ||||||||
| Po Box 444 | Del Norte | CO | 81132 | N/A | PC | Land Purchase | $1,525,000 | |
| Rocky Mountain Farmers Union Educational And Charitable | ||||||||
| 7900 E Union Ave Ste 200 | Englewood | CO | 80237 | N/A | PC | Project Support | $40,000 | |
| Rocky Mountain Public Media Inc | ||||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | N/A | PC | Construction | $100,000 | |
| Saguache Works | ||||||||
| PO Box 361 | Saguache | CO | 81149 | N/A | PC | Renovation | $25,000 | |
| Salo Sciences | ||||||||
| 235 Kansas Street 205 | San Francisco | CA | 94103 | N/A | NC | Project Support | $50,000 | |
| San Luis Valley Great Outdoors | ||||||||
| 610 State Ave Suite 210 | Alamosa | CO | 81101 | N/A | PC | Construction | $30,000 | |
| The Greenway Foundation Inc | ||||||||
| c/o Greenway Foundation | Denver | CO | 80202 | N/A | PC | Project Support | $50,000 | |
| Trout Unlimited Inc | ||||||||
| 1777 N Kent St Ste 100 | Arlington | VA | 22209 | N/A | PC | Project Support | $150,000 | |
| Trust For Public Land | ||||||||
| 1410 Grant Street Suite D210 | Denver | CO | 80203 | N/A | PC | Land Purchase | $250,000 | |
| University Of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | PC | Program-related Investment | $60,000 | |
| Western Stock Show Association | ||||||||
| 4655 Humboldt St | Denver | CO | 80216 | N/A | PC | Construction | $50,000 | |
| Wild Bear Nature Center | ||||||||
| PO Box 3017 | Nederland | CO | 80466 | N/A | PC | Construction | $25,000 | |
| William J Palmer Parks Foundation Inc | ||||||||
| Po Box 1281 | Colorado Springs | CO | 80901 | N/A | PC | Land Purchase | $2,155,000 | |
| Cardigan Mountain School | ||||||||
| 62 Alumni Dr | Canaan | NH | 037417210 | N/A | PC | Endowment | $250,000 | |
| Cardigan Mountain School | ||||||||
| 62 Alumni Dr | Canaan | NH | 037417210 | N/A | PC | Project Support | $1,500,000 | |
| Gates Biomanufacturing Facility Support Foundation | ||||||||
| 12635 East Montview Blvd Suite 380 | Aurora | CO | 80045 | N/A | POF | Project Support | $1,500,000 | |
| University of Colorado Foundation | ||||||||
| 13001 East 17th Place Mail Stop | Aurora | CO | 80045 | N/A | pc | Project Support | $14,800,000 | A065 |
| University Of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | PC | Project Support | $2,800,000 | |
| Western Landowners Alliance | ||||||||
| PO Box 6278 | Santa Fe | NM | 87502 | N/A | PC | Operating | $150,000 | |
| Hawaiian Mission Children's Society | ||||||||
| 553 South King Street | Honolulu | HI | 96813 | N/A | PC | Endowment | $25,000 | |
| American Red Cross of Hawaii | ||||||||
| 4155 Diamond Head Road | Honolulu | HI | 96816 | N/A | PC | Project Support | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $29,055,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,602,663 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $724,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,197 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,009,543 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrelated business loss reported on Form 990-T | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$86,097 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$57,900 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,337,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,279,166 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Kundinger, Corder & Engle, P.C. | $30,000 | $7,500 | $22,500 |
| Marilyn G. Stewart | $11,475 | $0 | $11,475 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| The Foundation entered into a loan fund agreement with Colorado Sun in 2021 to allow the Colorado Sun to provide independent news coverage of important issues to the residents of the state of Colorado. | $500,000 |
| The Foundation entered into a loan fund agreement with indieDwell in 2021 to promote job creation paying livable wages and affordable housing in the state of Colorado. | $250,000 |
| The Foundation entered into a loan fund agreement with Rural Homes, LLC to provide funding to support the construction of affordable housing sold to those living in the target geography, in particular households earning 60-120% of area median income. | $200,000 |
| The Foundation entered a loan fund agreement with Enterprise Community Loan Fund in 2014 to provide funding for the acquisition of properties near public transportation in Denver, Colorado. The Foundation funded $693,092 into the Transit Oriented Development Fund in 2021. | $693,092 |
| The Foundation entered into a loan fund agreement with Urban Land Conservancy in 2021 to pursue property acquisition through the Metro Denver Impact Fund. | $1,250,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gates Biomanufacturing Facility Support Foundation | |||||||||||
| 12800 East 19th Avenue 8119 | Aurora | CO | 80045 | 2019-01-15 | $425,000 | For new equipment for the Gates Biomanufacturing Facility. | $425,000 | No | 12/31/21 | 2021-12-31 | Funds spent as awarded. |
| Lyra | |||||||||||
| 1390 Lawrence Street Ste 400 | Denver | CO | 80204 | 2019-12-13 | $151,231 | Project support. | $151,231 | No | 03/07/22 | 2022-03-07 | Funds spent as awarded |
| Gates Biomanufacturing Facility Support Foundation | |||||||||||
| 12800 East 19th Avenue 8119 | Aurora | CO | 80045 | 2020-02-12 | $175,000 | For new equipment for the Gates Biomanufacturing Facility. | $175,000 | No | 12/31/21 | 2021-12-31 | Funds spent as awarded. |
| Gates Biomanufacturing Facility Support Foundation | |||||||||||
| 12800 East 19th Avenue 8119 | Aurora | CO | 80045 | 2021-01-14 | $750,000 | New equipment for the Gates Biomanufacturing Facility. | $554,872 | No | 2/2/22 | 2022-02-02 | Funds spent as awarded. |
| Long Beach Rotary Scholarship Foundation | |||||||||||
| 400 Oceangate Suite 470 | Long Beach | CA | 90802 | 2021-11-30 | $100,000 | Scholarships at Long Beach City College and California State University Long Beach | $0 | No | 12/31/22 | 2022-01-27 | No funds spent at 12/31/21. |
| Aurora Economic Opportunity Coalition | |||||||||||
| 1521 Dayton Street | Aurora | CO | 80010 | 2021-05-28 | $20,000 | Support a community mapping study of North Aurora and a community-driven plan for development in the neighborhood. | $20,000 | No | 12/01/23 | 2022-02-10 | Funds spent as awarded. |
| Avesta Capital LLC | |||||||||||
| 9162 East 24th Place | Denver | CO | 80238 | 2021-12-22 | $75,000 | To develop the LaunchPad concept to cultivate an ecosystem of impact-oriented startups in Colorado. Funding will be split between the Capital and Community Development program areas. | $0 | No | 12/1/23 | 2021-12-31 | No funds spent at 12/31/21. |
| Colorado Youth Congress | |||||||||||
| 6001 W 16th Avenue | Lakewood | CO | 80214 | 2021-01-29 | $50,000 | Launch a statewide, student-led campaign that will focus on mental health and racism and the impact on the students' education experience. Funding will support staff, technology, youth engagement, evaluation, and communications. | $50,000 | No | 2/16/22 | 2022-02-16 | Funds spent as awarded. |
| El Alba LLC | |||||||||||
| 1521 Dayton Street | Aurora | CO | 80010 | 2021-01-29 | $55,000 | Support renovations required to launch the El Alba catering and food business incubator. | $0 | No | 12/1/23 | 2022-02-10 | No funds spent at 12/31/21. |
| Salo Sciences | |||||||||||
| 235 Kansas Street 205 | San Francisco | CA | 94103 | 2021-12-21 | $50,000 | Buildout of mapping tools and technologies, to support the development of data-driven land management strategies that increase wildfire resilience-for forests and communities--enabling people and nature to thrive. | $0 | No | 12/1/23 | 2021-12-31 | No funds spent at 12/31/21. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO Total Return Bond Fund | BondNm |
| EOY Book Value | $13,035,193 | EOYBookValueAmt |
| EOYFMV | $12,969,494 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| State Street S&P 500 Index Fund | $52,965,602 | $98,194,117 |
| Artisan Partners Small Cap Fund | $20,345,492 | $26,098,214 |
| Dodge & Cox | $25,838,496 | $31,728,949 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,435,097 | $0 | $1,435,097 | $1,435,097 |
| Buildings and improvements | $7,136,213 | $2,408,450 | $4,727,763 | $8,131,489 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Cody Overlook LLC | AT COST | $737,296 | $1,558,986 |
| Abbott Capital Partners | AT COST | $5,079,166 | $6,726,354 |
| Adams Street Partners | AT COST | $2,236,764 | $1,595,000 |
| Commonfund Capital Private Equity Fund VII | AT COST | $1 | $2,216,237 |
| Commonfund Capital Natural Resources VIII | AT COST | $2,231,804 | $1,982,326 |
| Commonfund Capital International VI | AT COST | $593,496 | $533,219 |
| Commonfund Capital Venture Partners VIII | AT COST | $1 | $1,605,288 |
| Commonfund Natural Resources VII | AT COST | $666,440 | $696,286 |
| Commonfund Capital Natural Resources IX | AT COST | $2,599,656 | $3,948,497 |
| Commonfund Capital Venture Partners IX | AT COST | $1 | $6,714,426 |
| Aberdeen Venture Offshore Partners VI | AT COST | $3,925,062 | $2,755,468 |
| Aberdeen Private Offshore Equity III | AT COST | $1,358,218 | $849,050 |
| Aberdeen International Offshore Partners | AT COST | $2,138,414 | $1,331,562 |
| Mesirow Private Equity Partnership | AT COST | $547,316 | $1,003,307 |
| Blackrock Hedge Fund | AT COST | $30,369,960 | $51,541,506 |
| Siguler Guff Distressed Opportunities Fund III | AT COST | $1 | $0 |
| Siguler Guff Distressed Opportunities Fund IV | AT COST | $825,445 | $947,907 |
| Siguler Guff Real Estate II | AT COST | $2,225,748 | $2,972,185 |
| Siguler Guff Small Buyout II | AT COST | $1,124,668 | $2,620,067 |
| Siguler Guff Small Buyout III | AT COST | $9,487,999 | $21,627,904 |
| Siguler Guff small Buyout IV | AT COST | $2,862,148 | $3,747,998 |
| Sanders Capital Management | AT COST | $68,457,055 | $107,967,508 |
| Northgate Venture Partners VI | AT COST | $0 | $7,173,008 |
| Axiom Emerging Markets | AT COST | $14,839,121 | $24,182,633 |
| Marathon European Cr. Opp. II | AT COST | $3,520,000 | $682,282 |
| SVSS Feeder Fund III | AT COST | $2,370,279 | $4,423,551 |
| Colorado Impact fund | AT COST | $1,487,540 | $1,674,085 |
| JLL Partners Fund VII | AT COST | $78,000 | $3,855,366 |
| Accolade Partners V | AT COST | $1,230,498 | $6,696,128 |
| Horsley Bridge XI Venture Fund | AT COST | $4,405,789 | $17,249,106 |
| Horsley Bridge XII Venture Fund | AT COST | $7,095,758 | $18,025,383 |
| Horsley Bridge XIII Venture fund | AT COST | $5,722,485 | $8,203,687 |
| Horsley Bridge XIV Venture Fund | AT COST | $740,000 | $740,000 |
| Veritas Capital Fund VI | AT COST | $2,582,017 | $17,770,659 |
| Veritas Capital VII | AT COST | $4,722,145 | $7,175,210 |
| Monarch Capital Partners Offshore IV | AT COST | $5,391,959 | $6,381,980 |
| William Blair DFS | AT COST | $17,472,140 | $22,605,530 |
| Longleaf Partners FDS | AT COST | $25,554,532 | $25,067,789 |
| Reach II | AT COST | $618,215 | $3,433,278 |
| Reach III | AT COST | $268,000 | $249,454 |
| Lyme Forest Fund V | AT COST | $1,589,383 | $1,685,595 |
| Tailwind Capital Partners III | AT COST | $3,052,836 | $4,481,933 |
| Blackhorn Ventures Ind Impact | AT COST | $1,926,869 | $2,088,937 |
| Lyme Conservation Opportunity Fund | AT COST | $255,822 | $342,420 |
| Greater Colorado Venture Cap Fund | AT COST | $114,312 | $249,278 |
| PGIM Real Estate US IVP | AT COST | $350,096 | $839,300 |
| AEA Investors Fund VII | AT COST | $2,945,317 | $3,109,017 |
| Rose Affordable Housing PF V RE | AT COST | $1,508,331 | $1,532,528 |
| Beartooth Capital III | AT COST | $530,982 | $434,087 |
| CU Healthcare Innovation Fund LP | AT COST | $237,441 | $397,336 |
| Colorado Impact Bridge Fund | AT COST | $226,946 | $731,996 |
| Varde Dislocation Fund | AT COST | $3,443,949 | $3,908,929 |
| Avesta I | AT COST | $147,172 | $142,043 |
| Owl Ventures IV | AT COST | $2,528,429 | $3,102,787 |
| Monarch Capital Partners Offshore V | AT COST | $2,852,617 | $3,897,757 |
| Eminence Fund Long Ltd | AT COST | $29,500,000 | $32,558,255 |
| Jordan Resolute Fund V | AT COST | $2,111,240 | $4,092,955 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $324,554 | $0 | $324,554 | $324,554 |
| Buildings and improvements | $5,394,583 | $3,240,059 | $2,154,524 | $2,154,524 |
| Furniture | $160,154 | $113,604 | $46,550 | $46,550 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tuthill & Hughes LLP | $12,952 | $6,196 | $6,756 |
| Polsinelli PC | $1,036 | $0 | $1,036 |
| Armstrong Teasdale LLP | $1,870 | $935 | $935 |
| Davis Graham & Stubbs | $3,393 | $0 | $3,393 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program related investments | Desc |
| BOY Book Value | $8,171,013 | BOYBookValueAmt |
| EOY Book Value | $7,443,624 | EOYBookValueAmt |
| EOYFMV | $7,443,624 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues | $84,785 | $4,990 | $79,795 |
| Office expenses | $49,656 | $50 | $49,606 |
| Insurance | $11,913 | $1,133 | $10,780 |
| Payroll service | $3,209 | $0 | $3,209 |
| Professional development | $8,420 | $1,301 | $7,119 |
| Family fund expense | $500 | $0 | $500 |
| Events and convening | $11,208 | $0 | $11,208 |
| Gifts & incidentals | $10,507 | $0 | $10,507 |
| IT support and software licenses | $109,691 | $3,270 | $106,421 |
| HRA plan | $32 | $0 | $32 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Blackrock Subpart F Income | -$36,816 | ||
| Pass-through activity from limited partnerships | $57,335 | $57,335 | $57,335 |
| Hover real estate income | $666,737 | $666,737 | $666,737 |
| Book tax difference-pass through entities | $2,799,805 | ||
| Unrelated business loss reported on Form 990-T | -$86,097 | -$86,097 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (14 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CapTrust | $102,172 | $102,172 | $0 |
| Northern Trust | $83,745 | $83,745 | $0 |
| Avesta Prologue | $10,000 | $10,000 | $0 |
| Youthroots | $9,000 | $0 | $9,000 |
| 3 Story Design, Inc. | $825 | $0 | $825 |
| Cbiz Retirement Plan Services | $2,705 | $0 | $2,705 |
| Latino Leadership Institute | $7,075 | $0 | $7,075 |
| Boldly Go Philanthropy | $97,080 | $0 | $97,080 |
| Jason Weeby | $25,411 | $0 | $25,411 |
| Staro Insights | $5,000 | $0 | $5,000 |
| Bravosavio LLC | $315 | $0 | $315 |
| Keystone Center | $11,500 | $0 | $11,500 |
| Syntrinsic | $20,000 | $0 | $20,000 |
| SE2 | $45,000 | $0 | $45,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 estimated excise tax payments | $445,000 | $0 | $0 |
| 2020 excise tax payments | $202,003 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hover HSH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 Lawrence Street Suite 400 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460744051 | EIN |
| Desc | Net tenant income distributions. | Desc |
| Amt | $124,348 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,344 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hover HSH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1390 Lawrence Street Suite 400 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460744051 | EIN |
| Desc | Transfer of funds for building renovation costs and building maintenance. | Desc |
| Amt | $124,348 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,348 | TotalAmt |