2022-04-08T10:44:42-05:00 2021-12-31 Kundinger Corder & Montoya PC 475 Lincoln St Ste 200 Denver CO 80203 990PF 2021-01-01 840474837 Gates Family Foundation GATE 3037221881 1390 Lawrence Street 400 Denver CO 802042081 Thomas A Gougeon President 3037221881 2022-04-08 1 Thomas Gougeon 999009999 Maria Montoya P01363907 3035345953 2022-04-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 670998205 X X 788 788 5602663 5602663 49037740 49009543 637975 3487061 55279166 58100055 548396 131347 417049 1177321 32791 1144530 471863 44880 426983 19251 7131 12120 41475 7500 33975 419828 195917 223911 64911 0 64911 647003 0 0 809687 316668 134650 2784 131866 14049 58 13991 192 0 192 289921 10744 279177 4638547 749820 2748705 23013200 23075927 27651747 749820 25824632 27627419 57350235 1860516 5785286 5785286 6077347 12563320 12560944 124192421 99149590 156021280 10100190 13035193 12969494 8571310 2408450 6352188 6162860 9566586 250155326 288886879 464125363 5879291 3353663 3013888 2525628 2525628 8171013 7443624 7443624 409922889 435552380 670998205 5162 7234 2000000 2005162 7234 X 0 0 0 0 407917727 435545146 407917727 435545146 409922889 435552380 407917727 27627419 0 435545146 0 435545146 Publicly traded securities 2021-12-31 2021-12-31 -62170 -62170 William Blair Small Mid Cap P 2021-12-31 2021-12-31 3437366 3437366 Artisan Funds Int'l Small Cap Fund P 2021-12-31 2021-12-31 -534351 -534351 Dodge & Cox International Stock Fund P 2021-12-31 2021-12-31 3683391 3683391 Accolade Partners V P 2021-12-31 2021-12-31 856910 856910 Adams St. Global Secondary Fund II P 2021-12-31 2021-12-31 410009 410009 Axiom Emerging Markets Equity Fund P 2021-12-31 2021-12-31 3656006 3656006 Cody Company P 2021-12-31 2021-12-31 -14242 -14242 Colorado Impact Fund I P 2021-12-31 2021-12-31 51045 51045 Commonfund International VI P 2021-12-31 2021-12-31 74826 74826 Commonfund Natural Res IX P 2021-12-31 2021-12-31 -117385 -117385 Commonfund Natural Res. VII P 2021-12-31 2021-12-31 -178459 -178459 Commonfund Natural Res. VIII P 2021-12-31 2021-12-31 -501970 -501970 Commonfund Private Equity VII P 2021-12-31 2021-12-31 155569 155569 Commonfund Venture Partn. VIII P 2021-12-31 2021-12-31 584658 584658 Commonfund Venture Partners IX P 2021-12-31 2021-12-31 1620120 1620120 Horsley Bridge XI Venture, LP P 2021-12-31 2021-12-31 203334 203334 Horsley Bridge XII Venture, LP P 2021-12-31 2021-12-31 94979 94979 Horsley Bridge XIII P 2021-12-31 2021-12-31 1313 1313 JLL Partners VII P 2021-12-31 2021-12-31 49767 49767 Mesirow Financial PE III P 2021-12-31 2021-12-31 -280209 -280209 Northgate Venture Partners VI P 2021-12-31 2021-12-31 763449 763449 Reach II P 2021-12-31 2021-12-31 -4172 -4172 Sanders Capital All Asset Value Fund, L.P. P 2021-12-31 2021-12-31 19750339 19750339 Siguler Guff Distr. Opp. III P 2021-12-31 2021-12-31 407652 407652 Siguler Guff Distr. Opp IV P 2021-12-31 2021-12-31 20226 20226 Siguler Guff Small Buyout Fund II P 2021-12-31 2021-12-31 317759 317759 Siguler Guff Small Buyout Fund III P 2021-12-31 2021-12-31 2573511 2573511 Siguler Guff Distressed Opp Real Estate II P 2021-12-31 2021-12-31 85364 85364 SSGA S&P 500 Index Fund P 2021-12-31 2021-12-31 8396551 8396551 Tailwind Capital Partners III P 2021-12-31 2021-12-31 -217519 -217519 Greater Colorado Venture Capital Fund I P 2021-12-31 2021-12-31 2915 2915 Aberdeen/FLAG International Partners P 2021-12-31 2021-12-31 515693 515693 Aberdeen Private Equity III P 2021-12-31 2021-12-31 12342 12342 Aberdeen/FLAG Venture Partners VI P 2021-12-31 2021-12-31 1187027 1187027 Abbott Capital Private Equity Fund VI (Offshore), L.P. P 2021-12-31 2021-12-31 1910165 1910165 Beartooth III P 2021-12-31 2021-12-31 97734 97734 Less UBTI gains reported on 990T P 2021-12-31 2021-12-31 -28197 -28197 Adams Street Global Secondaries II P 2021-12-31 2021-12-31 -1962 -1962 Common Fund International VI P 2021-12-31 2021-12-31 37 37 Common Fund Natural Resources IX P 2021-12-31 2021-12-31 2498 2498 Commonfund Natural Res. VII P 2021-12-31 2021-12-31 8699 8699 Common Fund Natural Resources VIII P 2021-12-31 2021-12-31 -6169 -6169 Common Fund Private Equity VII P 2021-12-31 2021-12-31 24501 24501 Mesirow Financial PE Fund II P 2021-12-31 2021-12-31 424 424 Siguler Guff Distressed Opp III P 2021-12-31 2021-12-31 83 83 Siguler Guff Distressed Opp IV P 2021-12-31 2021-12-31 86 86 49009543 797168 0 797168 0 797168 445000 0 0 0 445000 X 0 352168 0 0 0 0 0 0 0 0 1 1 0 1 1 CO 1 0 0 1 0 1 gatesfamilyfoundation.org Susan Dorsey 3037221881 1390 Lawrence Street Denver CO 802042081 1 CJ 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 357127 47272 880 Susan N Dorsey 1390 Lawrence Street Ste 400 Denver CO 802042081 Sr. VP Finance, Admin & Im 40.00 191269 44793 0 Mary Seawell 1390 Lawrence Street Denver CO 802042081 Sr VP Education 40.00 187853 29471 0 Melissa Davis 1390 Lawrence Street Denver CO 802042081 VP Strategic Comm & 40.00 134283 39910 0 Ana Soler 1390 Lawrence Street Denver CO 802042081 Sr. Program Officer- 40.00 127737 27142 0 Lisa Rucker 1390 Lawrence Street Denver CO 802042081 Sr. Prog. Officer/Gr 40.00 121830 24073 0 Abigail Schaller 1390 Lawrence Street Denver CO 802042081 Sr Program Officer-E 40.00 109347 30491 0 5 CapTrust 33 West Monroe Suite 1850 Chicago IL 60603 Investment advisor 102172 Boldly Go Philanthropy 4011 South 176th Circle Omaha NE 68130 Strategic planning 97080 Northern Trust 50 South La Salle Street B-8 Chicago IL 60603 Investment custodian 83745 0 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. 4250000 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. 6250000 2893092 13393092 601803552 10816281 9566586 622186419 0 0 622186419 9332796 612853623 30642681 30642681 797168 797168 29845513 14183208 44028721 0 44028721 25824632 13393092 4759 39222483 44028721 731052 0 0 39222483 731052 0 0 38491431 0 0 0 0 0 0 0 0 5537290 0 0 0 NA N/A NA CO 80204 3037221881 N/A 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. Proposal deadlines: March 15 and September 15. 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. American Foreign Policy Council 509 C St NE Washington DC 200025809 N/A PC Unrestricted 10000 Arise Rwanda Ministries Inc 8333 SE Stark Street Portland OR 97216 N/A PC Unrestricted 5000 Arizona Wild Rescue 908 South Rodeo Drive Payson AZ 855415212 N/A PC Unrestricted 6017 Better Tomorrow PO Box 771424 Steamboat Springs CO 80477 N/A PC Unrestricted 13000 Born Free Wildlife Rehabilitation PO Box 772096 Steamboat Springs CO 80477 N/A PC Unrestricted 25017 Camp Kesem National 10586 W Pico Blvd 196 Los Angeles CA 90064 N/A PC Project Support 20000 Cate School 1960 Cate Mesa Drive Carpenteria CA 93013 N/A PC Project Support 25000 Colorado Agricultural Leadership Foundation Inc PO Box 581 Castle Rock CO 80104 N/A PC Endowment 20000 Colorado State University Foundation 410 University Services Center 1680 Campus Deliver Fort Collins CO 80552 N/A pc Scholarships/Fellowships 50000 Denver Dumb Friends League 2080 South Quebec Street Denver CO 80231 N/A PC Project Support 16017 Dueker Ranch Inc 815 South Rochester Mesa AZ 85206 N/A PC Unrestricted 25000 Mogollon Sporting Association PO Box 1662 Payson AZ 85547 N/A PC Unrestricted 5000 Mountain Village Montessori Charter School PO Box 883141 Steamboat Springs CO 80488 N/A PC Project Support 25000 Opera Steamboat PO Box 775576 Steamboat Springs CO 804775576 N/A PC Unrestricted 15000 Rim Country Rotary Foundation PO Box 703 Payson AZ 85547 N/A PC Unrestricted 5000 Roman Catholic Diocese of Memphis 8250 Varnavas Drive Cordova TN 38016 N/A PC Project Support 30000 Routt County Search And Rescue Inc PO Box 772837 Steamboat Springs CO 80477 N/A PC Unrestricted 15000 Steamboat Art Museum PO Box 883434 Steamboat Springs CO 80488 N/A PC Unrestricted 15000 Steamboat Health and Recreation Association Inc PO Box 771211 Steamboat Springs CO 80477 N/A PC Unrestricted 15000 Steamboat Reading Inc 100 Park Ave Suite 203 Steamboat CO 80487 N/A PC Unrestricted 13000 Strings Music Festival PO Box 774627 Steamboat Springs CO 80477 N/A PC Unrestricted 20000 Tonto Rim Search and Rescue Squad Inc PO Box 357 Pine AZ 85544 N/A PC Unrestricted 10000 Tread Of Pioneers Historical Commission PO Box 772372 Steamboat Springs CO 80477 N/A PC Unrestricted 25000 University of Colorado Foundation 13001 East 17th Place Mail Stop A065 Aurora CO 80045 N/A pc Research 70000 Yampa Valley Autism Program PO Box 771824 Steamboat Springs CO 80477 N/A PC Unrestricted 20000 Yampa Valley Community Foundation PO Box 881869 Steamboat Springs CO 80477 N/A PC Unrestricted 15000 Museum of Contemporary Art 1485 Delgany Street Denver CO 80202 N/A PC Unrestricted 51241 Asbury Elementary School 1320 East Asbury Ave Denver CO 80210 N/A GOV Unrestricted 12157 Colorado Academy 3800 South Pierce Street Denver CO 80235 N/A PC Unrestricted 2500 Colorado Academy 3800 South Pierce Street Denver CO 80235 N/A PC Unrestricted 5000 Colorado Outdoor Education Center PO Box 167 Florissant CO 80816 N/A PC Unrestricted 2157 Graland Country Day 55 Clermont Street Denver CO 802205600 N/A PC Unrestricted 10000 Kent Denver Country Day School 4000 E Quincy Avenue Englewood CO 80110 N/A PC Unrestricted 2500 Museum of Glass 1801 Dock Street Tacoma WA 984023217 N/A PC Unrestricted 4000 Pilchuck Glass School 240 2nd Ave S Suite 100 Seattle WA 98104 N/A PC Unrestricted 9157 Pratt Fine Arts Center 1902 South Main Street Seattle WA 98144 N/A PC Unrestricted 4000 40 West Arts Inc 1560 Teller Street Lakewood CO 80214 N/A PC Renovation 30000 Academy 360 12000 East 47th Ave Denver CO 80239 N/A PC Renovation 15000 America Succeeds 1390 Lawrence St Ste 200 Denver CO 80204 N/A PC Operating 132000 American Rivers Inc 1101 14Th Street Nw1400 Washington DC 20005 N/A PC Project Support 25000 Artspace Projects Inc 250 3Rd Ave N Ste 400 Minneapolis MN 55401 N/A PC Construction 75000 Aurora Economic Opportunity Coalition Inc 1521 Dayton Street Aurora CO 80010 N/A PF Project Support 20000 Aurora Economic Opportunity Coalition Inc 1797 Geneva St Aurora CO 80010 N/A PF Construction 55000 Aurora Public Schools Foundation 15701 E 1St Ave Ste 206 Aurora CO 80011 N/A PC Construction 250000 Avesta Capital LLC 9162 East 24th Place Denver CO 80238 N/A NC Project support 25000 Avesta Capital LLC 9162 East 24th Place Denver CO 80238 N/A NC Project support 50000 Barton Institute for Community Action 1114 West 7th Ave Suite 215 Denver CO 80204 N/A PC Construction 75000 Bellwether Education Partners Inc 517 Boston Post Rd Sudbury MA 01776 N/A PC Project Support 50000 Bent County Historical Society PO Box 68 Las Animas CO 81054 N/A PC Renovation 20000 Bicycle Colorado 1525 Market St Ste 100 Denver CO 80202 N/A PC Project Support 35000 Bicycle Colorado 1525 Market St Ste 100 Denver CO 80202 N/A PC Project Support 75000 Boys And Girls Clubs Of Metro Denver Inc 2017 W 9Th Ave Denver CO 80204 N/A PC Operating 40000 Branson Reorganized School District RE-82 101 Saddlerock Drive Branson CO 81027 N/A GOV Construction 15000 Building a Better Colorado 511 16th Street Suite 210 Denver CO 80202 N/A PC Project Support 75000 Care and Share Inc 2605 Preamble Point Colorado Springs CO 80915 N/A PC Equipment/furnishings 40000 Center For Community Wealth Building 3840 York Street Suite 215 Denver CO 80205 N/A PC Project Support 35000 Chalkbeat Inc 1239 Broadway Suite 703B New York NY 10001 N/A PC Project Support 50000 Charter Facility Solutions 1390 Lawrence St Ste 200 Denver CO 80204 N/A PC Project Support 100000 Clayton Early Learning 3801 Martin Luther King Blvd Denver CO 80205 N/A PC Unrestricted 125000 Climb Higher Colorado 466 Pontiac St Denver CO 80220 N/A PC Project Support 40000 Colorado Cattlemens Agricultural Land Trust 8833 Ralston Road Arvada CO 80002 N/A PC Project Support 20000 Colorado Center On Law And Policy c/o Colorado Center on Law and Policy Denver CO 80203 N/A pc Project Support 75000 Colorado Childrens Campaign Inc 1580 N Lincoln St Ste 420 Denver CO 80203 N/A PC Project Support 50000 Colorado Coalition Of Land Trusts 1301 Arapahoe St Ste 105 Golden CO 804011855 N/A PC Project Support 125000 Colorado Department of Agriculture 305 Interlocken Parkway Broomfield CO 80021 N/A GOV Project Support 50000 Colorado Foundation For Water Education 1600 N Downing St Ste 200 Denver CO 80218 N/A PC Project Support 5000 Colorado Foundation For Water Education 1600 N Downing St Ste 200 Denver CO 80218 N/A PC Project Support 25000 Colorado Freedom of Information Coalition 2101 Arapahoe Street Denver CO 80205 N/A PC Project Support 20000 Colorado Future Farmers of America Foundation PO Box 1000 Greeley CO 80632 N/A PC Land Purchase 50000 Colorado League Of Charter Schools 6001 W 16th Avenue Lakewood CO 80214 N/A PC Operating 40000 Colorado Mountain College Foundation 802 Grand Avenue Glenwood Springs CO 81601 N/A PC Project Support 60000 Colorado Springs Child Nursery Centers 104 E Rio Grande Colorado Springs CO 80903 N/A PC Construction 25000 Colorado State University Foundation 1036 Campus Delivery Fort Collins CO 805231036 N/A PC Project Support 130000 Colorado State University Foundation Po Box 1870 Fort Collins CO 80522 N/A pc Construction 40000 Colorado Succeeds 1390 Lawrence St Suite 200 Denver CO 80204 N/A PC Project Support 40000 Community Builders 817 Colorado Ave Glenwood Springs CO 81601 N/A PC Project Support 95000 Community Resource Center Inc 789 N Sherman St Ste 210 Denver CO 80203 N/A PC Project Support 25000 Continental Divide Trail Coalition 710 10Th St Ste 200 Golden CO 80401 N/A PC Construction 25000 Creede Repertory Theatre Inc 124 N Main St Creede CO 81130 N/A PC Renovation 15000 Crested Butte Land Trust Po Box 2224 Crested Butte CO 81224 N/A PC Unrestricted 100000 Cripple Creek-Victor School District RE-1 PO Box 897 Cripple Creek CO 80813 N/A GOV Construction 40000 Denver Public Library Friends Foundation 10 W 14Th Avenue Pkwy Denver CO 80204 N/A PC Renovation 125000 Denver School Of Science And Technology Inc 3401 Quebec Street Suite 2000 Denver CO 80207 N/A PC Renovation 75000 East Denver Colfax Partnership Inc 6740 East Colfax Ave Denver CO 80220 N/A PC Project Support 25000 Edgewater Collective 2483 Otis Ct Edgewater CO 80214 N/A PC Project Support 60000 Education Reform Now Inc 1390 Lawrence Street Suite 200 Denver CO 80204 N/A PC Project Support 60000 Elevation Community Land Trust 1114 W 7Th Ave Suite 101 Denver CO 802044439 N/A PC Project Support 75000 Elevation Community Land Trust 1114 W 7Th Ave Suite 101 Denver CO 802044439 N/A PC Land Purchase 175000 Enterprise Community Partners Inc 70 Corporate Center Columbia MD 21044 N/A pc Project Support 40000 Eureka Mcconnell Science Museum 1400 N 7th St Grand Junction CO 81501 N/A PC Construction 25000 Family Tree Inc 3805 Marshall Street Wheat Ridge CO 80033 N/A PC Renovation 15000 First Southwest Community Fund Po Box 1139 Alamosa CO 811011139 N/A PC Project Support 5000 Focus Points Family Resource Center 2501 E 48th Avenue Denver CO 80216 N/A PC Construction 20000 Food Bank of the Rockies 10700 E 45th Avenue Denver CO 80239 N/A PC Construction 40000 Fremont RE-2 School District 403 West 5th Street Florence CO 81226 N/A GOV Project Support 100000 Friends Of La Veta Library Inc 207 Main Street La Veta CO 81055 N/A pc Unrestricted 25000 Full Circle of Lake County PO Box 622 Leadville CO 80461 N/A PC Remodeling 30000 Generation Schools Network Inc 455 Sherman St Suite 120 Denver CO 80203 N/A pc Project Support 100000 Gunnison Council for the Arts 102 South Main Street Gunnison CO 81230 N/A PC Renovation 25000 Hadanou Collective 6001 W 16Th Ave Lakewood CO 80214 N/A PC Project Support 40000 Hadanou Collective 6001 W 16Th Ave Lakewood CO 80214 N/A PC Project Support 50000 High Country News Po Box 1090 Paonia CO 81428 N/A PC Project Support 50000 High Line Canal Conservancy 915 S Pearl St Centennial CO 80209 N/A PC Construction 100000 Higher Ground BMX PO Box 571 La Jara CO 81140 N/A PC Construction 10000 Hinsdale County PO Box 277 Lake City CO 81235 N/A GOV Renovation 25000 Jesus On Colfax Ministries 16748 East Smoky Hill Road Suite 9C Box 222 Centennial CO 80015 N/A PC Renovation 20000 Judis House 1741 Gaylord St Denver CO 80206 N/A PC Building purchase 50000 Keystone Center 1628 Saint John Rd Keystone CO 804357714 N/A PC Project Support 25000 Kids First Health Care 4675 East 69th Ave Commerce City CO 80022 N/A PC Building purchase 20000 Kids In Need Of Dentistry 2465 South Downing Suite 210 Denver CO 80210 N/A PC Renovation 15000 Kindred Kids Child Advocacy Center Inc 1145 Ohio Ave Suite A Canon City CO 81212 N/A PC Renovation 35000 La Raza Services Inc 3131 W 14Th Ave Denver CO 80211 N/A pc Project Support 20000 Laradon Hall Society For Exceptional Children And Adults 5100 Lincoln Street Denver CO 80216 N/A PC Construction 25000 Latino Leadership Institute PO Box 247 Littleton CO 80160 N/A PC Project Support 50000 Learning Council (The) PO Box 1744 Paonia CO 81428 N/A PC Renovation 20000 Loaves and Fishes Ministries of Fremont County 241 Justice Center Road Canon City CA 81212 N/A PC Construction 20000 Lyra 1390 Lawrence St Ste 400 Denver CO 80204 N/A PC Project Support 315000 Manna-The Durango Soup Kitchen Po Box 1196 Durango CO 813021196 N/A PC Remodeling 25000 Mercy Housing Mountain Plains 1600 Broadway Suite 2000 Denver CO 80202 N/A PC Construction 25000 Montbello Organizing Committee 12000 East 47th Ave Denver CO 80239 N/A PC Construction 100000 Monte Vista Community Fund Inc Po Box 751 Monte Vista CO 81144 N/A PC Construction 40000 Montezuma Land Conservancy Po Box 1522 Cortez CO 81321 N/A PC Project Support 74000 Moonshot Edventures 17191 East 58th Ave Apt D 104 Denver CO 80249 N/A PC Project Support 15000 Moonshot Edventures 3840 N York St Ste 145 Denver CO 80249 N/A PC Project Support 25000 Moonshot Edventures 3840 N York St Ste 145 Denver CO 80205 N/A PC Project Support 60000 Mountain Studies Institute San Juan Mountains Colorado Po Box 426 Durango CO 81301 N/A PC Project Support 27500 National Audubon Society Inc 225 Varick Street 7Th Floor Fort Collins CO 80521 N/A PC Project Support 50000 National Council On Teacher Quality 1032 15th Street NW 242 Washington DC 20005 N/A PC Project Support 25000 National Fish And Wildlife Foundation 1875 Lawrence Street Suite 320 Denver CO 80202 N/A PC Project Support 225000 National Wildlife Federation 303 East 17th Street Suite 15 Denver CO 80203 N/A PC Construction 40000 Nature Conservancy 2424 Spruce Street Boulder CO 80302 N/A PC Project Support 25000 New Venture Fund 1201 Connecticut Ave Nw Ste 300 Washington DC 20036 N/A PC Project Support 25000 Nourish Colorado 1490 Lafayette Street Suite 404 Denver CO 80218 N/A PC Project Support 35000 Npx Charitable Inc 3450 Sacramento St 217 San Francisco CA 94118 N/A PC Project Support 25000 Npx Charitable Inc 3450 Sacramento St 217 San Francisco CA 94118 N/A PC Project Support 50000 Ouray Ice Park PO Box 1058 Ouray CO 81427 N/A PC Construction 25000 Platteforum 2400 Curtis Street Suite 100 Denver CO 80205 N/A PC Renovation 10000 Posada 827 East 4th Street Pueblo CO 81001 N/A PC Renovation 30000 Project Worthmore 1609 Havana St Aurora CO 80010 N/A PC Building purchase 20000 Public Broadcasting Of Colorado Inc 7409 S Alton Ct Centennial CO 80112 N/A PC Project Support 50000 Pueblo City-County Library District 100 East Abriendo Ave Pueblo CO 81004 N/A PC Renovation 20000 Radian Placematters Inc 3264 Larimer Street Unit D Denver CO 80205 N/A PC Remodeling 10000 Rino Gives Back 3525 Walnut St Ste 40 Denver CO 802052433 N/A PC Renovation 35000 Rio Grande Headwaters Land Tr A Colorado Nonprofit Corporation Po Box 444 Del Norte CO 81132 N/A PC Land Purchase 375000 Rise Colorado 1595 Elmira St Suite 201 Aurora CO 80010 N/A PC Project Support 50000 Rocky Mountain Employee Ownership Center 3000 Lawrence St Suite 21 Denver CO 80205 N/A PC Project Support 25000 Rocky Mountain Farmers Union Educational And Charitable 7900 E Union Ave Ste 200 Englewood CO 80237 N/A PC Project Support 32500 Rocky Mountain Farmers Union Educational And Charitable 7900 E Union Ave Ste 200 Englewood CO 80237 N/A PC Project Support 50000 Rocky Mountain Microfinance Institute 1209 W 10Th Ave Denver CO 80204 N/A PC Project Support 50000 Rocky Mountain Public Media Inc 2101 Arapahoe Street Denver CO 80205 N/A PC Construction 100000 Rocky Mountain Public Media Inc 2101 Arapahoe Street Denver CO 80205 N/A PC Project Support 100000 Rooted 1390 Lawrence St Ste 200 Denver CO 80204 N/A PC Project Support 400000 Rose Community Foundation 4500 Cherry Creek Drive South Suite Denver CO 802460000 N/A PC Project Support 60000 Rose Community Foundation 4500 Cherry Creek Drive South Suite Denver CO 802460000 N/A PC Project Support 300000 Salo Sciences 235 Kansas Street 205 San Francisco CA 94103 N/A NC Project Support 50000 San Luis Valley Local Foods Coalition POBox 181 Alamosa CO 81101 N/A pc Project Support 20000 Sand County Foundation Inc 131 West Wilson Street Suite 610 Madison WI 53703 N/A PC Project Support 13000 Savio House 325 North King Street Denver CO 80219 N/A PC Construction 20000 Sonoran Institute Inc 100 N Stone Ave Ste 400 Tucson AZ 85701 N/A PC Conference/Seminar 25000 Springboard Child Care c/o Gloria J Higgins 1931 South Xenia Court Denver CO 80231 N/A pc Renovation 20000 State Historical Society of Colorado The Colorado State Museum 1200 Broadway Denver CO 80203 N/A GOV Project Support 20000 Tabor Opera House Preservation Foundation PO Box 1004 Leadville CO 80461 N/A PC Renovation 50000 Teach For America Inc 1391 Speer Blvd Suite 710 Denver CO 80204 N/A PC Project Support 25000 Teach For America Inc 1391 Speer Blvd Suite 710 Denver CO 80204 N/A PC Project Support 75000 The Colorado Museum Of Natural History 2001 Colorado Boulevard Denver CO 802055798 N/A PC Endowment 105000 The Stead School 4908 Tower Road Denver CO 80249 N/A PC Construction 20000 Town of Hayden PO Box 190 Hayden CO 81639 N/A GOV Renovation 20000 Trout Unlimited Inc 1777 N Kent St Ste 100 Arlington VA 22209 N/A PC Project Support 100000 Trust For Public Land 1410 Grant Street Suite D210 Denver CO 80203 N/A PC Construction 45000 University Of Denver 2199 S University Blvd Denver CO 802104711 N/A PC Program-related Investment 60000 Urban Land Conservancy 1600 Downing St Denver CO 80218 N/A PC Building purchase 150000 Ute Mountain Ute Tribal Government PO Box 18 Towaoc CO 81334 N/A GOV Renovation 250000 Ute Mountain Ute Tribe PO Box 189 Towaoc CO 81334 N/A GOV Construction 15000 Uviation World Water Inc 430 Main Street Canon City CO 81212 N/A PC Project Support 75000 Valley Settlement 1901 Grand Ave Suite 206 Glenwood Springs CO 81601 N/A PC Project Support 40000 Veterans Community Project 8900 Troost Ave Kansas City MO 64131 N/A PC Construction 25000 West Community Economic Development Corporation 420 Morrison Road Unit 3 Denver CO 80219 N/A PC Project Support 20000 West Community Economic Development Corporation 420 Morrison Road Unit 3 Denver CO 80219 N/A PC Renovation 50000 Western Colorado Center For The Arts Inc 1803 North 7th Street Grand Junction CO 81501 N/A PC Renovation 20000 Western Stock Show Association 4655 Humboldt St Denver CO 80216 N/A PC Construction 100000 Wildlands Restoration Volunteers 2100 Collyer St Longmont CO 805011511 N/A PC Renovation 25000 William J Palmer Parks Foundation Inc Po Box 1281 Colorado Springs CO 80901 N/A PC Land Purchase 645000 Windward Fund 1201 Connecticut Ave Nw Ste 300 Washington DC 20036 N/A PC Project Support 150000 Womens Bean Project 3201 Curtis Street Denver CO 80205 N/A PC Renovation 25000 Youthroots 2700 S Broadway Ste 200 Englewood CO 80113 N/A PC Project Support 25000 Aurora Public Schools Foundation 15701 E 1St Ave Ste 206 Aurora CO 80011 N/A PC Construction 250000 Cardigan Mountain School 62 Alumni Dr Canaan NH 037417210 N/A PC Endowment 250000 Cardigan Mountain School 62 Alumni Dr Canaan NH 037417210 N/A PC Project Support 1000000 Children's Hospital Foundation 13123 East 16th Ave Box 045 Aurora CO 80045 N/A pc Research 1500000 Gates Biomanufacturing Facility Support Foundation 12635 East Montview Blvd Suite 380 Aurora CO 80045 N/A POF Project Support 750000 National Forest Foundation Bldg 27 Ste 3 Fort Missoula Rd Missoula MT 59804 N/A PC Project Support 50000 Platte Valley Healthcare Project PO Box 549 Saratoga WY 82331 N/A PC Project Support 100000 Thacher School 5025 Thacher Road Ojai CA 93023 N/A PC Project Support 500000 University of Colorado Foundation 13001 East 17th Place Mail Stop A065 Aurora CO 80045 N/A pc Project Support 3700000 University Of Denver 2199 S University Blvd Denver CO 802104711 N/A PC Project Support 2800000 Utah State University Foundation 1258 Center Drive Park City UT 84098 N/A PC Endowment 500000 Western Stock Show Association 4655 Humboldt St Denver CO 80216 N/A PC Construction 500000 Austin County Peace Officers Association Acpoa 201 Atchison Street Sealy TX 77474 N/A PC Unrestricted 6500 Birds Of Prey Foundation 2290 South 104th Street Broomfield CO 80020 N/A PC Unrestricted 10000 Cat Spring Volunteer Fire Department PO Box 38 Cat Spring TX 78933 N/A PC Unrestricted 10000 Central Florida Animal Reserve Inc 500 Broussard Road St Cloud FL 34773 N/A PC Unrestricted 10000 Denver Dumb Friends League 2080 South Quebec Street Denver CO 80231 N/A PC Unrestricted 10000 Dogs For Life Inc 1230 16th Ave Vero Beach FL 32960 N/A PC Unrestricted 10000 Dreamtree Project Inc PO Box 1677 Taos NM 87571 N/A PC Unrestricted 7000 H O A Incorporated Of Austin County 915 Frydek Road Sealy TX 77474 N/A PC Unrestricted 10000 La Puente Home Incorporated P O Box 1235 Alamosa CO 81101 N/A PC Unrestricted 10000 Prevent Unwanted Pets 1884 Bostik Road Cat Spring TX 78933 N/A PC Unrestricted 10000 Save The Chimps Inc PO Box 12220 Ft Pearce FL 34979 N/A PC Unrestricted 10000 Taos County Economic Development Corporation PO Box 1389 Taos NM 87571 N/A PC Unrestricted 10000 Turpentine Creek Foundation Inc 239 Turpentine Creek Lane Eureka Springs AR 72632 N/A PC Unrestricted 10000 Assistance League of Long Beach 6220 East Spring Street Long Beach CA 908151422 N/A PC Project Support 10000 Book Truck (The) 733 Walnut Ave Long Beach CA 90813 N/A PC Project Support 10000 Boys and Girls Clubs of Long Beach 3635 Long Beach Blvd Long Beach CA 90807 N/A PC Project Support 5000 Child Guidance Center 525 Cabrillo Park Drive Suite 300 Santa Ana CA 92701 N/A PC Unrestricted 10000 CSULB 49er Foundation 6300 East State University Drive Suite 324 Long Beach CA 90815 N/A PC Scholarships/Fellowships 20000 Hawaiian Mission Children's Society 553 South King Street Honolulu HI 96813 N/A PC Endowment 25000 Long Beach Bar Foundation Inc 3515 Linden Ave Long Beach CA 90807 N/A PC Project Support 5000 Long Beach Community Foundation 400 Oceangate Suite 800 Long Beach CA 90802 N/A PC Project Support 10000 Long Beach Community Foundation 400 Oceangate Suite 800 Long Beach CA 90802 N/A PC Project Support 25000 Long Beach Public Library Foundation 200 West Broadway Long Beach CA 90802 N/A PC Construction 25000 Long Beach Rotary Charitable Foundation 400 Oceangate Suite 470 Long Beach CA 90802 N/A PC Project Support 10000 Long Beach Rotary Scholarship Foundation Inc 400 Oceangate Suite 470 Long Beach CA 90802 N/A SO III FI Scholarships/Fellowships 100000 Meals on Wheels Long Beach PO Box 15688 Long Beach CA 90815 N/A pc Unrestricted 25000 Partners of Parks 2760 North Studebaker Road Long Beach CA 90815 N/A PC Project Support 25000 Rancho Los Cerritos Foundation 4600 Virginia Road Long Beach CA 90807 N/A PC Project Support 25000 University of Colorado Foundation 13001 East 17th Place Suite WG112 Mail Stop A065 Aurora CO 80045 N/A pc Project Support 100000 WomenShelter of Long Beach PO Box 17098 Long Beach CA 90807 N/A PC Project Support 5000 Young Mens Christian Association Of Greater Long Beach 1900 Long Beach Blvd Suite 100 Long Beach CA 90806 N/A PC Project Support 25000 American Red Cross of Hawaii 4155 Diamond Head Road Honolulu HI 96816 N/A PC Project Support 10000 Bishop Museum 1525 Bernice Street Honolulu HI 96817 N/A PC Unrestricted 5000 Daniel Robert Sayre Memorial Foundation PO Box 1285 KailuaKona HI 96745 N/A PC Equipment/furnishings 20000 Friends of Iolani Palace PO Box 2259 Honolulu HI 968042259 N/A PC Unrestricted 7500 Friends of the Future PO Box 2655 Kamuela HI 96743 N/A PC Unrestricted 5000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 N/A PC Project Support 10000 Hawaii Preparatory Academy 65-1692 Kohala Mountain Road Kamuela HI 96743 N/A PC Unrestricted 3000 Hawaii Public Radio 738 Kaheka Street Honolulu HI 96814 N/A PC Unrestricted 10000 Hawaii Wildlife Center PO Box 551752 Kapaau HI 96755 N/A PC Unrestricted 7500 Hawaiian Islands Land Trust 126 Queen Street Suite 306 Honolulu HI 96813 N/A PC Unrestricted 5000 Hawaiian Mission Children's Society 553 South King Street Honolulu HI 96813 N/A PC Unrestricted 5000 Island Conservation 2100 Delaware Ave Suite 1 Santa Cruz CA 95060 N/A PC Unrestricted 15000 Kona Historical Society PO Box 398 Captain Cook HI 96704 N/A PC Unrestricted 5000 Make-A-Wish Hawaii PO Box 1877 Honolulu HI 96805 N/A PC Unrestricted 2000 Nature Conservancy 923 Nuuanu Ave Honolulu HI 96817 N/A PC Project Support 30000 North Hawaii Hospice Inc 65-1328 Kawaihae Road Kamuela HI 96743 N/A PC Unrestricted 10000 Parker School 65-1224 Lindsey Road Kamuela HI 96743 N/A PC Unrestricted 25000 Portland Child Art Studio 8648 NW Ogden Street Portland OR 97231 N/A PC Unrestricted 2000 Punahou School 1601 Punahou Street Honolulu HI 96822 N/A PC Scholarships/Fellowships 25000 Queen's North Hawaii Community Hospital 67-1125 Mamalahoa Hwy Kamuela HI 97643 N/A PC Unrestricted 3000 Rehabilitation Hospital Of The Pacific Foundation 226 N Kuakini St Honolulu HI 96817 N/A PC Unrestricted 10000 Ronald McDonald Charities of Hawaii PO Box 61777 Honolulu HI 968391777 N/A PC Unrestricted 5000 Shriners Hospitals For Children 1310 Punahou Street Honolulu HI 96826 N/A PC Unrestricted 2200 The Food Basket Inc 40 Holomua Street Hilo HI 96720 N/A PC Unrestricted 8000 The Kohala Center Inc PO Box 437462 Kamuela HI 96743 N/A PC Unrestricted 5000 University of Colorado Foundation 13001 East 17th Place Mail Stop A065 Aurora CO 80045 N/A pc Research 40000 University of Colorado Foundation 13001 East 17th Place Mail Stop A065 Aurora CO 80045 N/A pc Research 50000 Waimea Outdoor Circle PO Box 6144 Kamuela HI 96743 N/A PC Project Support 10000 World Wildlife Fund Inc 1250 24th St NW Washington DC 20037 N/A PC Project Support 20000 Amazon Center for Environmental Education and Research Foundation PO Box 235 West Chester PA 193750235 N/A PC Unrestricted 3000 Angel Charity For Children Inc PO Box 14225 Tucson AZ 85732 N/A PC Unrestricted 20000 Biggest Little Trail Stewardship PO Box 9222 Reno NV 89507 N/A PC Unrestricted 5000 Cook Children's Health Foundation 801 7th Ave Fort Worth TX 76104 N/A PC Unrestricted 16940 Education Renaissance Of Nevada Initiative 6800 South McCarran Blvd Reno NV 89509 N/A PC Unrestricted 5000 Erik Hite Foundation 9420 East Golf Links Road 108 Tucson AZ 85730 N/A PC Unrestricted 20000 Hawaii Tropical Botanical Garden 27-808 Old Mamalahoa Hwy Papaikou HI 96781 N/A PC Unrestricted 2822 Healing Arizona Veterans 7598 North La Cholla Blvd Tucson AZ 85741 N/A PC Unrestricted 10822 Highland Park High School Parent Teacher Association 4220 Emerson Ave Dallas TX 75205 N/A PC Project Support 10000 Highland Park ISD Education Foundation 4201 Grassmere Lane Dallas TX 75205 N/A PC Project Support 14940 Highland Park Lacrosse Association 14621 Heritage Lane Addison TX 75001 N/A PC Unrestricted 5000 La Fiesta de las Seis Banderas 3419 Westminster Ave Dallas TX 75205 N/A pc Unrestricted 2000 Mad in America Foundation 763 Massachusetts Ave Suite 2 Cambridge MA 02139 N/A pc Unrestricted 25000 Open Medicine Foundation 29302 Laro Drive Agoura Hills CA 91301 N/A pc Unrestricted 5000 Peninsula Open Space Trust 222 High Street Palo Alto CA 94301 N/A pc Unrestricted 10000 Presbyterian Mo-Ranch Assembly 2229 FM 1340 Hunt TX 78024 N/A pc Unrestricted 5000 Sierra Buttes Trail Stewardship 550 Crescent Street Quincy CA 95971 N/A pc Unrestricted 2500 Society of Metabolic Health Practitioners Inc 16440 Felice Drive San Diego CA 92128 N/A pc Research 30000 Southern Arizona Law Enforcement Foundation Inc 7660 E Broadway Suite 205 Tucson AZ 85710 N/A pc Unrestricted 15000 Spreading Threads Clothing Bank 5435 North Desert Saguaro Ct Tucson AZ 85745 N/A pc Unrestricted 3000 St Anthony Foundation 150 Golden Gate Ave San Francisco CA 94102 N/A pc Unrestricted 2000 Stanford Hospital And Clinics Hoover Pavilion 211 Quarry Road Suite 201-M/C 5991 Palo Alto CA 94301 N/A pc Unrestricted 5000 Stanford University 434 Galvez Mall Stanford CA 94305 N/A pc Unrestricted 5000 Step 2 3700 Safe Harbor Way Reno NV 89512 N/A pc Unrestricted 5000 Tahoe Area Mountain Bike Association PO Box 13712 South Lake Tahoe CA 96151 N/A pc Unrestricted 8440 Tahoe Rim Trail Association PO Box 3267 Stateline NV 89449 N/A pc Unrestricted 6000 TRAK Tucson-Therapeutic Ranch for Animals and Kids 3250 East Allen Road Tucson AZ 85718 N/A pc Unrestricted 15000 United Way of Tucson and Southern Arizona 330 North Commerce Park Loop 200 Tucson AZ 85745 N/A pc Unrestricted 15000 Unity Unlimited PO Box 11793 Fort Worth TX 76110 N/A pc Unrestricted 10000 University of California San Francisco Foundation Box 45339 San Francisco CA 94145 N/A pc Research 5000 23075927 Cate School 1960 Cate Mesa Drive Carpenteria CA 93013 N/A PC Project Support 50000 America Succeeds 1390 Lawrence St Ste 200 Denver CO 80204 N/A PC Operating 408000 Aspen Valley Land Trust 320 Main Street Suite 204 Carbondale CO 81623 N/A PC Land Purchase 25000 Aurora Public Schools Foundation 15701 E 1St Ave Ste 206 Aurora CO 80011 N/A PC Construction 500000 Avesta Capital LLC 9162 East 24th Place Denver CO 80238 N/A NC Project support 25000 Avesta Capital LLC 9162 East 24th Place Denver CO 80238 N/A NC Project support 50000 Belvidere Foundation PO Box 249 Central City CO 80427 N/A PC Renovation 25000 Bicycle Colorado 1525 Market St Ste 100 Denver CO 80202 N/A PC Project Support 50000 Bike Hub Inc c/o East West Partners Avon CO 80202 N/A PC Construction 20000 Center For Community Wealth Building 3840 York Street Suite 215 Denver CO 80205 N/A PC Project Support 35000 Chalkbeat Inc 1239 Broadway Suite 703B New York NY 10001 N/A PC Project Support 50000 Colorado College 14 East Cache La Poudre Street Colorado Springs CO 80903 N/A PC Construction 100000 Colorado Department of Agriculture 305 Interlocken Parkway Broomfield CO 80021 N/A GOV Project Support 75000 Colorado Mountain College Foundation 802 Grand Avenue Glenwood Springs CO 81601 N/A PC Project Support 60000 Denver School Of Science And Technology Inc 3401 Quebec Street Suite 2000 Denver CO 80207 N/A PC Renovation 75000 East Denver Colfax Partnership Inc 6740 East Colfax Ave Denver CO 80220 N/A PC Project Support 35000 Elevation Community Land Trust 1114 W 7Th Ave Suite 101 Denver CO 802044439 N/A PC Project Support 75000 Elevation Community Land Trust 1114 W 7Th Ave Suite 101 Denver CO 802044439 N/A PC Land Purchase 175000 Englewood Depot Inc PO Box 798 Englewood CO 80151 N/A PC Renovation 20000 Enterprise Community Partners Inc 70 Corporate Center11000 Broken Land Parkway Suite 70r Columbia MD 21044 N/A pc Project Support 40000 Friends of Raymer Inc 25265 County Road T-5 Brush CO 80723 N/A pc Renovation 15000 Grand Mesa Arts Center PO Box 583 Cedaredge CO 814133338 N/A PC Building purchase 30000 Heartbeat Denver Incorporated 1660 N Sherman St Denver CO 802031604 N/A PC Renovation 40000 High Country News Po Box 1090 Paonia CO 81428 N/A PC Project Support 50000 High Line Canal Conservancy 915 S Pearl St Centennial CO 80209 N/A PC Construction 600000 Holyoke Community Childcare Initiative PO Box 424 Holyoke CO 80734 N/A PC Construction 25000 Junior Achievement Inc 1445 Market Suite 200 Denver CO 802021716 N/A PC Construction 50000 Keystone Center 1628 Saint John Road Keystone CO 80435 N/A PC Project Support 105000 Lighthouse Writers Workshop Inc 1515 Race Street Denver CO 80206 N/A PC Construction 60000 Montezuma Land Conservancy Po Box 1522 Cortez CO 81321 N/A PC Project Support 84000 National Wildlife Federation 303 East 17th Street Suite 15 Denver CO 80203 N/A PC Construction 40000 President And Fellows Of Harvard College PO Box 415649 Cambridge MA 021385366 N/A PC Scholarships/Fellowships 124800 President And Fellows Of Harvard College PO Box 415649 Cambridge MA 021385366 N/A PC Scholarships/Fellowships 343500 Radian Placematters Inc 3264 Larimer Street Unit D Denver CO 80205 N/A PC Project Support 25000 Rio Grande Headwaters Land Tr A Colorado Nonprofit Corporation Po Box 444 Del Norte CO 81132 N/A PC Land Purchase 1525000 Rocky Mountain Farmers Union Educational And Charitable 7900 E Union Ave Ste 200 Englewood CO 80237 N/A PC Project Support 40000 Rocky Mountain Public Media Inc 2101 Arapahoe Street Denver CO 80205 N/A PC Construction 100000 Saguache Works PO Box 361 Saguache CO 81149 N/A PC Renovation 25000 Salo Sciences 235 Kansas Street 205 San Francisco CA 94103 N/A NC Project Support 50000 San Luis Valley Great Outdoors 610 State Ave Suite 210 Alamosa CO 81101 N/A PC Construction 30000 The Greenway Foundation Inc c/o Greenway Foundation Denver CO 80202 N/A PC Project Support 50000 Trout Unlimited Inc 1777 N Kent St Ste 100 Arlington VA 22209 N/A PC Project Support 150000 Trust For Public Land 1410 Grant Street Suite D210 Denver CO 80203 N/A PC Land Purchase 250000 University Of Denver 2199 S University Blvd Denver CO 802104711 N/A PC Program-related Investment 60000 Western Stock Show Association 4655 Humboldt St Denver CO 80216 N/A PC Construction 50000 Wild Bear Nature Center PO Box 3017 Nederland CO 80466 N/A PC Construction 25000 William J Palmer Parks Foundation Inc Po Box 1281 Colorado Springs CO 80901 N/A PC Land Purchase 2155000 Cardigan Mountain School 62 Alumni Dr Canaan NH 037417210 N/A PC Endowment 250000 Cardigan Mountain School 62 Alumni Dr Canaan NH 037417210 N/A PC Project Support 1500000 Gates Biomanufacturing Facility Support Foundation 12635 East Montview Blvd Suite 380 Aurora CO 80045 N/A POF Project Support 1500000 University of Colorado Foundation 13001 East 17th Place Mail Stop A065 Aurora CO 80045 N/A pc Project Support 14800000 University Of Denver 2199 S University Blvd Denver CO 802104711 N/A PC Project Support 2800000 Western Landowners Alliance PO Box 6278 Santa Fe NM 87502 N/A PC Operating 150000 Hawaiian Mission Children's Society 553 South King Street Honolulu HI 96813 N/A PC Endowment 25000 American Red Cross of Hawaii 4155 Diamond Head Road Honolulu HI 96816 N/A PC Project Support 35000 29055300 14 788 14 5602663 14 724072 523000 28197 18 49009543 Unrelated business loss reported on Form 990-T 523000 -86097 -57900 55337066 0 55279166 0 0 0 0 0 0 0 0 0 0 Kundinger, Corder & Engle, P.C. 30000 7500 22500 Marilyn G. Stewart 11475 0 11475 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. 500000 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. 250000 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. 200000 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. 693092 The Foundation entered into a loan fund agreement with Urban Land Conservancy in 2021 to pursue property acquisition through the Metro Denver Impact Fund. 1250000 Gates Biomanufacturing Facility Support Foundation 12800 East 19th Avenue 8119 Aurora CO 80045 2019-01-15 425000 For new equipment for the Gates Biomanufacturing Facility. 425000 No 12/31/21 2021-12-31 Funds spent as awarded. Lyra 1390 Lawrence Street Ste 400 Denver CO 80204 2019-12-13 151231 Project support. 151231 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 175000 For new equipment for the Gates Biomanufacturing Facility. 175000 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 750000 New equipment for the Gates Biomanufacturing Facility. 554872 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 100000 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 20000 Support a community mapping study of North Aurora and a community-driven plan for development in the neighborhood. 20000 No 12/01/23 2022-02-10 Funds spent as awarded. Avesta Capital LLC 9162 East 24th Place Denver CO 80238 2021-12-22 75000 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 50000 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. 50000 No 2/16/22 2022-02-16 Funds spent as awarded. El Alba LLC 1521 Dayton Street Aurora CO 80010 2021-01-29 55000 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 50000 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. PIMCO Total Return Bond Fund 13035193 12969494 State Street S&P 500 Index Fund 52965602 98194117 Artisan Partners Small Cap Fund 20345492 26098214 Dodge & Cox 25838496 31728949 Land 1435097 0 1435097 1435097 Buildings and improvements 7136213 2408450 4727763 8131489 Cody Overlook LLC AT COST 737296 1558986 Abbott Capital Partners AT COST 5079166 6726354 Adams Street Partners AT COST 2236764 1595000 Commonfund Capital Private Equity Fund VII AT COST 1 2216237 Commonfund Capital Natural Resources VIII AT COST 2231804 1982326 Commonfund Capital International VI AT COST 593496 533219 Commonfund Capital Venture Partners VIII AT COST 1 1605288 Commonfund Natural Resources VII AT COST 666440 696286 Commonfund Capital Natural Resources IX AT COST 2599656 3948497 Commonfund Capital Venture Partners IX AT COST 1 6714426 Aberdeen Venture Offshore Partners VI AT COST 3925062 2755468 Aberdeen Private Offshore Equity III AT COST 1358218 849050 Aberdeen International Offshore Partners AT COST 2138414 1331562 Mesirow Private Equity Partnership AT COST 547316 1003307 Blackrock Hedge Fund AT COST 30369960 51541506 Siguler Guff Distressed Opportunities Fund III AT COST 1 0 Siguler Guff Distressed Opportunities Fund IV AT COST 825445 947907 Siguler Guff Real Estate II AT COST 2225748 2972185 Siguler Guff Small Buyout II AT COST 1124668 2620067 Siguler Guff Small Buyout III AT COST 9487999 21627904 Siguler Guff small Buyout IV AT COST 2862148 3747998 Sanders Capital Management AT COST 68457055 107967508 Northgate Venture Partners VI AT COST 0 7173008 Axiom Emerging Markets AT COST 14839121 24182633 Marathon European Cr. Opp. II AT COST 3520000 682282 SVSS Feeder Fund III AT COST 2370279 4423551 Colorado Impact fund AT COST 1487540 1674085 JLL Partners Fund VII AT COST 78000 3855366 Accolade Partners V AT COST 1230498 6696128 Horsley Bridge XI Venture Fund AT COST 4405789 17249106 Horsley Bridge XII Venture Fund AT COST 7095758 18025383 Horsley Bridge XIII Venture fund AT COST 5722485 8203687 Horsley Bridge XIV Venture Fund AT COST 740000 740000 Veritas Capital Fund VI AT COST 2582017 17770659 Veritas Capital VII AT COST 4722145 7175210 Monarch Capital Partners Offshore IV AT COST 5391959 6381980 William Blair DFS AT COST 17472140 22605530 Longleaf Partners FDS AT COST 25554532 25067789 Reach II AT COST 618215 3433278 Reach III AT COST 268000 249454 Lyme Forest Fund V AT COST 1589383 1685595 Tailwind Capital Partners III AT COST 3052836 4481933 Blackhorn Ventures Ind Impact AT COST 1926869 2088937 Lyme Conservation Opportunity Fund AT COST 255822 342420 Greater Colorado Venture Cap Fund AT COST 114312 249278 PGIM Real Estate US IVP AT COST 350096 839300 AEA Investors Fund VII AT COST 2945317 3109017 Rose Affordable Housing PF V RE AT COST 1508331 1532528 Beartooth Capital III AT COST 530982 434087 CU Healthcare Innovation Fund LP AT COST 237441 397336 Colorado Impact Bridge Fund AT COST 226946 731996 Varde Dislocation Fund AT COST 3443949 3908929 Avesta I AT COST 147172 142043 Owl Ventures IV AT COST 2528429 3102787 Monarch Capital Partners Offshore V AT COST 2852617 3897757 Eminence Fund Long Ltd AT COST 29500000 32558255 Jordan Resolute Fund V AT COST 2111240 4092955 Land 324554 0 324554 324554 Buildings and improvements 5394583 3240059 2154524 2154524 Furniture 160154 113604 46550 46550 Tuthill & Hughes LLP 12952 6196 6756 Polsinelli PC 1036 0 1036 Armstrong Teasdale LLP 1870 935 935 Davis Graham & Stubbs 3393 0 3393 Program related investments 8171013 7443624 7443624 Dues 84785 4990 79795 Office expenses 49656 50 49606 Insurance 11913 1133 10780 Payroll service 3209 0 3209 Professional development 8420 1301 7119 Family fund expense 500 0 500 Events and convening 11208 0 11208 Gifts & incidentals 10507 0 10507 IT support and software licenses 109691 3270 106421 HRA plan 32 0 32 Blackrock Subpart F Income -36816 Pass-through activity from limited partnerships 57335 57335 57335 Hover real estate income 666737 666737 666737 Book tax difference-pass through entities 2799805 Unrelated business loss reported on Form 990-T -86097 -86097 CapTrust 102172 102172 0 Northern Trust 83745 83745 0 Avesta Prologue 10000 10000 0 Youthroots 9000 0 9000 3 Story Design, Inc. 825 0 825 Cbiz Retirement Plan Services 2705 0 2705 Latino Leadership Institute 7075 0 7075 Boldly Go Philanthropy 97080 0 97080 Jason Weeby 25411 0 25411 Staro Insights 5000 0 5000 Bravosavio LLC 315 0 315 Keystone Center 11500 0 11500 Syntrinsic 20000 0 20000 SE2 45000 0 45000 2021 estimated excise tax payments 445000 0 0 2020 excise tax payments 202003 0 0 Hover HSH LLC 1390 Lawrence Street Suite 400 Denver CO 80204 460744051 Net tenant income distributions. 124348 577344 Hover HSH LLC 1390 Lawrence Street Suite 400 Denver CO 80204 460744051 Transfer of funds for building renovation costs and building maintenance. 124348 124348